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
2BRAGG FINANCIAL ADVISORS INC$1,408,009$1,775,499,964$1,775,499,964
3COLONY FAMILY OFFICES, LLC$4,794,873$1,743,378,518$30,724,549$1,774,103,067
4SMITH, SALLEY & ASSOCIATES, LLC$1,196,230$1,691,469,449$1,691,469,449
5SALEM INVESTMENT COUNSELORS INC$914,031$1,613,012,118$27,673,866$1,640,685,984
6STEARNS FINANCIAL GROUP$625,790$1,439,316,947$1,439,316,947
7NOVARE CAPITAL MANAGEMENT$832,353$1,160,240,946$2,556,060$1,162,797,006
8SHEETS SMITH WEALTH MANAGEMENT$961,362$773,896,459$773,896,459
9TRIAD FINANCIAL ADVISORS, INC.$348,988$698,332,542$21,979,066$720,311,608
10ARBOR INVESTMENT ADVISORS$657,667$619,001,795$16,962,251$635,964,046
11ALTAVISTA WEALTH MANAGEMENT, INC.$638,302$539,972,137$15,350,625$555,322,762
12MCSHANE PARTNERS$1,646,154$535,000,000$535,000,000
13HAMILTON POINT INVESTMENT ADVISORS, LLC$961,087$524,753,580$524,753,580
14LIVE OAK PRIVATE WEALTH, LLC$542,944$454,444,507$454,444,507
15BLUESKY WEALTH ADVISORS, LLC$375,510$453,240,307$453,240,307
16ABSHER WEALTH MANAGEMENT, LLC$376,282$446,763,275$45,413,843$492,177,118
17KUHN ADVISORS, INC.$445,666$395,751,577$395,751,577
18WOODWARD FINANCIAL ADVISORS, INC.$539,140$394,650,400$394,650,400
19IRONSIDES ASSET ADVISORS, LLC$1,982,359$385,832,431$292,134,387$677,966,818
20KINGFISHER CAPITAL, LLC$651,135$382,216,097$382,216,097
21COOK WEALTH MANAGEMENT GROUP LLC$443,853$375,943,131$375,943,131
22ALTRIUS CAPITAL MANAGEMENT, INC.$857,338$337,435,061$7,214,914$344,649,975
23CAROLINA CAPITAL CONSULTING, INC.$563,240$335,127,929$335,127,929
24COLLEGIATE CAPITAL MANAGEMENT, INC.$220,833$325,160,977$38,550,184$363,711,161
25GREERWALKER WEALTH MANAGEMENT LLC$1,799,116$309,447,871$309,447,871
26HILLTOP WEALTH ADVISORS, LLC$719,348$290,616,666$290,616,666
27ALPHA FINANCIAL ADVISORS, LLC$235,049$287,230,142$287,230,142
28SAPERE WEALTH MANAGEMENT, LLC$1,346,077$285,368,228$285,368,228
29REICHARD CAPITAL, LLC$2,095,866$270,366,684$270,366,684
30STRATHMORE CAPITAL ADVISORS$319,834$269,300,327$269,300,327
31ARMOR INVESTMENT ADVISORS, LLC$526,177$260,457,681$260,457,681
32ARJUNA CAPITAL, LLC$899,986$254,696,072$254,696,072
33TOWNSEND ASSET MANAGEMENT CORP.$347,785$251,350,146$11,227,392$262,577,538
34WHITENER CAPITAL MANAGEMENT, INC$291,058$247,007,551$44,632,405$291,639,956
35TIMONIER$533,477$244,159,274$71,125,786$315,285,060
36ZURAW FINANCIAL ADVISORS, LLC$398,439$238,266,817$238,266,817
37DEFENDER CAPITAL$567,500$226,100,000$900,000$227,000,000
38AUCTUS ADVISORS LLC$458,981$199,568,538$547,202$200,115,740
39BEACON WEALTHCARE, INC.$242,652$188,229,555$3,707,785$191,937,340
40BEACON FINANCIAL STRATEGIES CORP.$411,442$186,156,385$3,106,799$189,263,184
41OMNISTAR FINANCIAL GROUP, INC.$177,547$185,181,778$185,181,778
42FINANCIAL SYMMETRY INC.$158,620$174,323,297$303,757,193$478,080,490
43DELEGATE ADVISORS, LLC$1,203,471$171,052,821$640,086,312$811,139,133
44BRC WEALTH MANAGEMENT, LLC$609,895$169,550,673$169,550,673
45CAPITAL MANAGEMENT LLC$522,092$166,738,060$66,115,061$232,853,121
46ALTAMONT CAPITAL MANAGEMENT$532,084$164,413,818$164,413,818
47WRENN FINANCIAL STRATEGIES, INC.$413,374$161,201,795$35,150,670$196,352,465
48RELIANT INVESTMENT PARTNERS, LLC$223,281$160,539,384$160,539,384
49STONEGATE WEALTH MANAGEMENT, LLC$1,103,834$157,325,000$2,731,000$160,056,000
50FIRST FINANCIAL GROUP$217,781$147,873,031$147,873,031
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Showing 1 to 50 of 74 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.