RIA Data Center

Use this interactive rankings tool to find key information on fee-only registered investment advisory firms*.

Sort by business name or assets under management, or use the filters offered to tailor the entire RIA universe to your liking.

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Rank Business Name Avg. account AUM Discretionary AUM Non-discretionary AUM Total AUM
1Parsec Financial$515,994$2,825,953,352$166,294,118$2,992,247,470
2Colony Family Offices, Llc$4,794,873$1,743,378,518$30,724,549$1,774,103,067
3Smith, Salley & Associates, Llc$1,196,230$1,691,469,449$1,691,469,449
4Salem Investment Counselors Inc$914,031$1,613,012,118$27,673,866$1,640,685,984
5Stearns Financial Group$625,790$1,439,316,947$1,439,316,947
6Boys Arnold & Co. Inc.$1,191,080$1,307,805,416$1,307,805,416
7Novare Capital Management$832,353$1,160,240,946$2,556,060$1,162,797,006
8Willingdon Wealth Management Llc$348,254$858,106,781$6,955,023$865,061,804
9Sheets Smith Wealth Management$1,089,064$796,105,790$796,105,790
10Triad Financial Advisors, Inc.$348,988$698,332,542$21,979,066$720,311,608
11Arbor Investment Advisors$657,667$619,001,795$16,962,251$635,964,046
12Hamilton Point Investment Advisors, Llc$961,087$524,753,580$524,753,580
13Absher Wealth Management, Llc$376,282$446,763,275$45,413,843$492,177,118
14Kuhn Advisors, Inc.$445,666$395,751,577$395,751,577
15Ironsides Asset Advisors, Llc$1,982,359$385,832,431$292,134,387$677,966,818
16Kingfisher Capital, Llc$651,135$382,216,097$382,216,097
17Cook Wealth Management Group Llc$443,853$375,943,131$375,943,131
18Altrius Capital Management, Inc.$857,338$337,435,061$7,214,914$344,649,975
19Collegiate Capital Management, Inc.$220,833$325,160,977$38,550,184$363,711,161
20Hilltop Wealth Advisors, Llc$719,348$290,616,666$290,616,666
21Sapere Wealth Management, Llc$1,346,077$285,368,228$285,368,228
22Jolley Asset Management, Llc$687,061$283,069,176$283,069,176
23Reichard Capital, Llc$2,095,866$270,366,684$270,366,684
24Strathmore Capital Advisors$319,834$269,300,327$269,300,327
25Arjuna Capital, Llc$900,020$254,705,606$254,705,606
26Townsend Asset Management Corp.$347,785$251,350,146$11,227,392$262,577,538
27Alpha Financial Advisors, Llc$218,665$250,949,392$8,825,154$259,774,546
28Whitener Capital Management, Inc$291,058$247,007,551$44,632,405$291,639,956
29Timonier$533,477$244,159,274$71,125,786$315,285,060
30Timonier$533,477$244,159,274$71,125,786$315,285,060
31Zuraw Financial Advisors, Llc$398,439$238,266,817$238,266,817
32Defender Capital$567,500$226,100,000$900,000$227,000,000
33Live Oak Private Wealth, Llc$530,217$195,649,925$195,649,925
34Beacon Financial Strategies Corp.$411,442$186,156,385$3,106,799$189,263,184
35Financial Symmetry Inc.$158,620$174,323,297$303,757,193$478,080,490
36Delegate Advisors, Llc$1,203,471$171,052,821$640,086,312$811,139,133
37Capital Management Llc$522,092$166,738,060$66,115,061$232,853,121
38Altamont Capital Management$532,084$164,413,818$164,413,818
39Beacon Wealthcare, Inc.$208,598$163,984,008$3,937,333$167,921,341
40Wrenn Financial Strategies, Inc.$413,374$161,201,795$35,150,670$196,352,465
41Reliant Investment Partners, Llc$223,281$160,539,384$160,539,384
42First Financial Group$217,781$147,873,031$147,873,031
43Kenneth Frenke & Co$222,953$146,034,001$146,034,001
44Financial Planning Services, Inc.$510,663$141,453,548$141,453,548
45Cascades Capital Asset Management, Llc$267,865$133,363,593$13,961,907$147,325,500
46Powell Wealth$524,936$133,333,628$133,333,628
47Frazier Financial Consultants, Llc$436,527$130,521,555$130,521,555
48Copperleaf Capital, Llc$246,089$130,027,825$15,164,738$145,192,563
49Park Ridge Asset Management$303,901$129,390,296$5,237,682$134,627,978
50Lumina Wealth Management, Llc$315,489$126,290,643$5,583,908$131,874,551
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Showing 1 to 50 of 63 entries

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For more information about the RIA Data Center, please contact InvestmentNews Data.

Reprints: For reprints of these rankings, please contact Laura Picariello.

*Methodology:InvestmentNews qualified 2,206 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2019. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2018, (2) total AUM is at least $100M, (3) does not have employees who are registered representatives of a broker-dealer, (4) provided investment advisory services to clients during its most recently completed fiscal year, (5) no more than 50% of amount of regulatory assets under management is attributable to pooled investment vehicles (other than investment companies), (6) no more than 25% of amount of regulatory assets under management is attributable to pension and profit-sharing plans (but not the plan participants), (7) no more than 25% of amount of regulatory assets under management is attributable to corporations or other businesses, (8) does not receive commissions, (9) provides financial planning services, (10) is not actively engaged in business as a broker-dealer (registered or unregistered), (11) is not actively engaged in business as a registered representative of a broker-dealer, (12) has neither a related person who is a broker-dealer/municipal securities dealer/government securities broker or dealer (registered or unregistered) not one who is an insurance company or agency.

Database last updated on June 5, 2019.