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 Management Inc$592,022$3,227,398,811$200,407,546$3,427,806,357
2Bragg Financial Advisors Inc$1,723,918$2,272,123,381$2,272,123,381
3Smith, Salley & Associates, LLC$1,299,959$2,025,980,505$654,840$2,026,635,345
4Salem Investment Counselors Inc$1,030,874$1,969,210,901$26,562,068$1,995,772,969
5Colony Family Offices, LLC$7,132,859$1,940,821,644$42,113,128$1,982,934,772
6STEARNS FINANCIAL GROUP$625,790$1,439,316,947$1,439,316,947
7Novare Capital Management$2,104,274$1,221,876,662$2,810,878$1,224,687,540
8Sheets Smith Wealth Management$1,190,246$998,616,543$998,616,543
9Triad Financial Advisors, Inc.$379,526$782,406,629$19,911,829$802,318,458
10Arbor Investment Advisors, LLC$720,959$728,731,460$15,298,339$744,029,799
11Hamilton Point Investment Advisors, LLC$1,106,118$639,336,306$639,336,306
12Altavista Wealth Management, Inc.$648,912$592,931,197$8,610,529$601,541,726
13Live Oak Private Wealth, LLC$698,592$592,405,648$592,405,648
14Bluesky Wealth Advisors, LLC$426,759$560,761,458$560,761,458
15Absher Wealth Management, LLC$425,599$558,833,039$50,199,694$609,032,733
16MCSHANE PARTNERS$1,646,154$535,000,000$535,000,000
17Kuhn Advisors, Inc.$452,562$511,395,178$511,395,178
18Kingfisher Capital, LLC$1,721,898$494,184,812$494,184,812
19Woodward Financial Advisors, Inc.$596,112$470,928,308$470,928,308
20Cook Wealth Management Group, LLC$447,918$405,365,714$405,365,714
21Collegiate Capital Management, Inc.$259,441$397,259,516$41,974,475$439,233,991
22Ironsides Asset Advisors, LLC$1,688,391$386,633,541$236,382,865$623,016,406
23Defender Capital LLC$839,817$365,600,000$1,400,000$367,000,000
24Altrius Capital Management, Inc.$880,567$364,976,454$6,622,768$371,599,222
25Carolina Capital Consulting, Inc.$617,308$364,211,716$364,211,716
26Alpha Financial Advisors, LLC$263,362$340,938,736$641,889$341,580,625
27Hilltop Wealth Advisors, LLC$259,568$335,361,704$335,361,704
28GREERWALKER WEALTH MANAGEMENT LLC$1,799,116$309,447,871$309,447,871
29Reichard Capital, LLC$1,878,303$308,041,716$308,041,716
30Strathmore Capital Advisors, Inc.$388,401$297,903,343$297,903,343
31Arjuna Capital, LLC$905,180$296,898,901$296,898,901
32Armor Investment Advisors, LLC$558,565$287,661,009$287,661,009
33Townsend Asset Management Corp.$339,667$284,898,023$15,027,856$299,925,879
34Financial Symmetry Incorporated$199,141$284,256,771$380,476,878$664,733,649
35Whitener Capital Management, Inc$302,277$275,189,229$39,783,869$314,973,098
36Zuraw Financial Advisors, LLC$450,407$269,793,947$269,793,947
37Sapere Wealth Management, LLC$1,201,469$267,927,650$267,927,650
38Auctus Advisors LLC$548,384$263,115,315$657,297$263,772,612
39Timonier Family Office, Ltd.$537,473$258,216,230$78,779,453$336,995,683
40Harbor Capital Management Inc$527,111$224,420,822$69,706,903$294,127,725
41Omnistar Financial Group, Inc.$217,624$216,528,747$14,805,376$231,334,123
42Beacon Financial Strategies Corp.$445,837$205,281,006$3,370,726$208,651,732
43Beacon Wealthcare LLC$254,761$198,071,176$4,718,655$202,789,831
44Altamont Capital Management, LLC.$599,321$195,977,836$195,977,836
45First Financial Group Corporation$272,480$190,191,000$190,191,000
46BEACON WEALTHCARE, INC.$242,652$188,229,555$3,707,785$191,937,340
47Wrenn Financial Strategies, Inc.$477,531$186,988,231$38,406,313$225,394,544
48BRC Wealth Management, LLC$490,923$185,568,840$185,568,840
49Capital Management LLC$615,606$183,277,017$93,129,922$276,406,939
50Reliant Investment Partners, LLC$222,329$172,304,737$172,304,737
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For more information about the RIA Data Center, please contact InvestmentNews Data.

Reprints: For reprints of these rankings, please contact Carline Murphy.

*Methodology:InvestmentNews qualified firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2020. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2019, (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) nor one who is an insurance company or agency.

Database last updated on June, 2020.