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 |
|---|---|---|---|---|---|
| 1 | PARSEC FINANCIAL | $515,994 | $2,825,953,352 | $166,294,118 | $2,992,247,470 |
| 2 | BRAGG FINANCIAL ADVISORS INC | $1,408,009 | $1,775,499,964 | — | $1,775,499,964 |
| 3 | COLONY FAMILY OFFICES, LLC | $4,794,873 | $1,743,378,518 | $30,724,549 | $1,774,103,067 |
| 4 | SMITH, SALLEY & ASSOCIATES, LLC | $1,196,230 | $1,691,469,449 | — | $1,691,469,449 |
| 5 | SALEM INVESTMENT COUNSELORS INC | $914,031 | $1,613,012,118 | $27,673,866 | $1,640,685,984 |
| 6 | STEARNS FINANCIAL GROUP | $625,790 | $1,439,316,947 | — | $1,439,316,947 |
| 7 | NOVARE CAPITAL MANAGEMENT | $832,353 | $1,160,240,946 | $2,556,060 | $1,162,797,006 |
| 8 | SHEETS SMITH WEALTH MANAGEMENT | $961,362 | $773,896,459 | — | $773,896,459 |
| 9 | TRIAD FINANCIAL ADVISORS, INC. | $348,988 | $698,332,542 | $21,979,066 | $720,311,608 |
| 10 | ARBOR INVESTMENT ADVISORS | $657,667 | $619,001,795 | $16,962,251 | $635,964,046 |
| 11 | ALTAVISTA WEALTH MANAGEMENT, INC. | $638,302 | $539,972,137 | $15,350,625 | $555,322,762 |
| 12 | MCSHANE PARTNERS | $1,646,154 | $535,000,000 | — | $535,000,000 |
| 13 | HAMILTON POINT INVESTMENT ADVISORS, LLC | $961,087 | $524,753,580 | — | $524,753,580 |
| 14 | LIVE OAK PRIVATE WEALTH, LLC | $542,944 | $454,444,507 | — | $454,444,507 |
| 15 | BLUESKY WEALTH ADVISORS, LLC | $375,510 | $453,240,307 | — | $453,240,307 |
| 16 | ABSHER WEALTH MANAGEMENT, LLC | $376,282 | $446,763,275 | $45,413,843 | $492,177,118 |
| 17 | KUHN ADVISORS, INC. | $445,666 | $395,751,577 | — | $395,751,577 |
| 18 | WOODWARD FINANCIAL ADVISORS, INC. | $539,140 | $394,650,400 | — | $394,650,400 |
| 19 | IRONSIDES ASSET ADVISORS, LLC | $1,982,359 | $385,832,431 | $292,134,387 | $677,966,818 |
| 20 | KINGFISHER CAPITAL, LLC | $651,135 | $382,216,097 | — | $382,216,097 |
| 21 | COOK WEALTH MANAGEMENT GROUP LLC | $443,853 | $375,943,131 | — | $375,943,131 |
| 22 | ALTRIUS CAPITAL MANAGEMENT, INC. | $857,338 | $337,435,061 | $7,214,914 | $344,649,975 |
| 23 | CAROLINA CAPITAL CONSULTING, INC. | $563,240 | $335,127,929 | — | $335,127,929 |
| 24 | COLLEGIATE CAPITAL MANAGEMENT, INC. | $220,833 | $325,160,977 | $38,550,184 | $363,711,161 |
| 25 | GREERWALKER WEALTH MANAGEMENT LLC | $1,799,116 | $309,447,871 | — | $309,447,871 |
| 26 | HILLTOP WEALTH ADVISORS, LLC | $719,348 | $290,616,666 | — | $290,616,666 |
| 27 | ALPHA FINANCIAL ADVISORS, LLC | $235,049 | $287,230,142 | — | $287,230,142 |
| 28 | SAPERE WEALTH MANAGEMENT, LLC | $1,346,077 | $285,368,228 | — | $285,368,228 |
| 29 | REICHARD CAPITAL, LLC | $2,095,866 | $270,366,684 | — | $270,366,684 |
| 30 | STRATHMORE CAPITAL ADVISORS | $319,834 | $269,300,327 | — | $269,300,327 |
| 31 | ARMOR INVESTMENT ADVISORS, LLC | $526,177 | $260,457,681 | — | $260,457,681 |
| 32 | ARJUNA CAPITAL, LLC | $899,986 | $254,696,072 | — | $254,696,072 |
| 33 | TOWNSEND ASSET MANAGEMENT CORP. | $347,785 | $251,350,146 | $11,227,392 | $262,577,538 |
| 34 | WHITENER CAPITAL MANAGEMENT, INC | $291,058 | $247,007,551 | $44,632,405 | $291,639,956 |
| 35 | TIMONIER | $533,477 | $244,159,274 | $71,125,786 | $315,285,060 |
| 36 | ZURAW FINANCIAL ADVISORS, LLC | $398,439 | $238,266,817 | — | $238,266,817 |
| 37 | DEFENDER CAPITAL | $567,500 | $226,100,000 | $900,000 | $227,000,000 |
| 38 | AUCTUS ADVISORS LLC | $458,981 | $199,568,538 | $547,202 | $200,115,740 |
| 39 | BEACON WEALTHCARE, INC. | $242,652 | $188,229,555 | $3,707,785 | $191,937,340 |
| 40 | BEACON FINANCIAL STRATEGIES CORP. | $411,442 | $186,156,385 | $3,106,799 | $189,263,184 |
| 41 | OMNISTAR FINANCIAL GROUP, INC. | $177,547 | $185,181,778 | — | $185,181,778 |
| 42 | FINANCIAL SYMMETRY INC. | $158,620 | $174,323,297 | $303,757,193 | $478,080,490 |
| 43 | DELEGATE ADVISORS, LLC | $1,203,471 | $171,052,821 | $640,086,312 | $811,139,133 |
| 44 | BRC WEALTH MANAGEMENT, LLC | $609,895 | $169,550,673 | — | $169,550,673 |
| 45 | CAPITAL MANAGEMENT LLC | $522,092 | $166,738,060 | $66,115,061 | $232,853,121 |
| 46 | ALTAMONT CAPITAL MANAGEMENT | $532,084 | $164,413,818 | — | $164,413,818 |
| 47 | WRENN FINANCIAL STRATEGIES, INC. | $413,374 | $161,201,795 | $35,150,670 | $196,352,465 |
| 48 | RELIANT INVESTMENT PARTNERS, LLC | $223,281 | $160,539,384 | — | $160,539,384 |
| 49 | STONEGATE WEALTH MANAGEMENT, LLC | $1,103,834 | $157,325,000 | $2,731,000 | $160,056,000 |
| 50 | FIRST FINANCIAL GROUP | $217,781 | $147,873,031 | — | $147,873,031 |
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.
