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.

Rank Business Name Avg. account AUM Discretionary AUM Non-discretionary AUM Total AUM
1Colony Family Offices$4,524,180$1,576,870,343$47,310,290$1,624,180,633
2Smith, Salley & Associates$1,229,161$1,377,889,908$1,377,889,908
3Salem Investment Counselors Inc$821,423$1,356,991,192$1,356,991,192
4Stearns Financial Group$619,532$1,310,310,191$1,310,310,191
5Boys Arnold & Co. Inc.$1,038,679$1,091,651,390$1,091,651,390
6Novare Capital Management$757,163$977,011,765$2,000,000$979,011,765
7Biltmore Family Office, LLC$2,263,571$887,552,705$696,947,068$1,584,499,773
8Capital Management Llc$7,202,969$864,661,760$122,144,946$986,806,706
9Sheets Smith Wealth Management$890,115$724,553,284$724,553,284
10Willingdon Wealth Management Inc.$317,279$638,410,857$5,030,279$643,441,136
11Triad Financial Advisors, Inc.$311,158$608,368,411$19,547,852$627,916,263
12Arbor Investment Advisors$584,687$509,791,633$21,104,137$530,895,770
13Rinehart Wealth & Investment Advisory$1,564,356$474,000,000$474,000,000
14Altavista Wealth Management, Inc.$526,842$469,480,873$18,375,197$487,856,070
15Hamilton Point Investment Advisors$941,463$460,375,636$460,375,636
16Sapere Wealth Management, LLC$1,772,936$436,142,152$436,142,152
17Bluesky Wealth Advisors$345,845$426,080,912$426,080,912
18Ironsides Asset Advisors$1,778,582$416,436,846$166,937,895$583,374,741
19Greerwalker Wealth Management LLC$708,038$407,121,620$407,121,620
20Altrius Capital Management, Inc.$937,445$352,680,110$736,640$353,416,750
21Kuhn Advisors, Inc.$399,462$331,953,061$331,953,061
22Woodward Financial Advisors, Inc.$410,659$324,420,238$324,420,238
23Kingfisher Capital, LLC$548,968$319,499,095$319,499,095
24Carolina Capital Consulting, Inc.$510,051$284,098,580$284,098,580
25Collegiate Capital Management, Inc.$189,786$260,406,739$37,746,889$298,153,628
26Townsend Asset Management Corp.$837,720$249,999,813$7,180,260$257,180,073
27Hilltop Wealth Advisors, LLC$620,879$240,900,910$240,900,910
28ALPha Financial Advisors$194,654$214,258,691$8,814,758$223,073,449
29Zuraw Financial Advisors$392,675$214,007,931$214,007,931
30Strathmore Capital Advisors$322,957$213,474,305$213,474,305
31Arjuna Capital, LLC$806,618$211,333,852$211,333,852
32Whitener Capital Management, Inc$234,329$170,025,000$50,479,000$220,504,000
33Defender Capital$416,062$159,900,000$700,000$160,600,000
34Keatley Wealth Management, LLC$448,324$152,878,636$152,878,636
35Beacon Financial Strategies Corp.$317,424$152,301,999$2,918,211$155,220,210
36Omnistar Financial Group, Inc.$166,070$149,629,006$149,629,006
37Delegate Advisors, LLC$1,337,693$147,404,496$647,185,282$794,589,778
38Capital Management$482,129$136,195,850$52,316,403$188,512,253
39Beacon Wealthcare, Inc.$191,304$134,127,133$4,568,344$138,695,477
40Altamont Capital Management$460,208$133,000,000$133,000,000
41Auctus Advisors LLC$372,182$131,752,471$131,752,471
42Kenneth Frenke & Co$198,114$129,764,381$129,764,381
43First Financial Group$176,385$121,000,000$121,000,000
44Wrenn Financial Strategies, Inc.$307,574$120,286,080$30,424,938$150,711,018
45Lumina Wealth Management, LLC$305,684$117,270,432$4,697,344$121,967,776
46Financial Planning Services, Inc.$1,007,839$112,877,931$112,877,931
47Frazier Financial Consultants, LLC$372,535$112,505,650$112,505,650
48Hayden Harper Advisory, LLC$455,448$110,673,873$110,673,873
49Camden Financial Management, Inc.$590,029$110,335,502$110,335,502
50Bull City Advisors, LLC$1,887,909$105,722,902$105,722,902
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Showing 1 to 50 of 56 entries

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Purchase the data and information contained in the RIA Data Center in an Excel spreadsheet.

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.

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