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.


# of employees


High-net-worth client assets

    Total AUM


    Total accounts


    Discretionary AUM


    Avg. discretionary account AUM


    Non-discretionary AUM


    Non-discretionary accounts


    Average non-discretionary account AUM


    Avg. account AUM

    Rank Business Name Avg. account AUM Discretionary AUM Non-discretionary AUM Total AUM
    1PARSEC FINANCIAL$684,865$4,000,945,118$225,359,140$4,226,304,258
    2SALEM INVESTMENT COUNSELORS INC$1,560,020$3,452,582,934$48,102,634$3,500,685,568
    3BRAGG FINANCIAL ADVISORS INC$2,225,296$3,070,907,908$3,070,907,908
    4SMITH, SALLEY & ASSOCIATES, LLC$1,431,560$2,716,382,638$717,571$2,717,100,209
    5COLONY FAMILY OFFICES, LLC$8,760,730$2,317,601,062$39,035,283$2,356,636,345
    6BILTMORE FAMILY OFFICE, LLC$2,957,178$2,115,911,108$442,047,613$2,557,958,721
    7NOVARE CAPITAL MANAGEMENT$2,149,113$1,406,619,494$3,198,802$1,409,818,296
    8SHEETS SMITH WEALTH MANAGEMENT$1,289,347$1,139,782,419$1,139,782,419
    9MILL CAPITAL MANAGEMENT, LLC$7,575,334$1,063,237,378$35,186,027$1,098,423,405
    10TRIAD FINANCIAL ADVISORS, INC.$423,577$942,142,652$22,341,178$964,483,830
    11WOODARD & CO ASSET MANAGEMENT GROUP INC$525,778$933,700,000$29,000,000$962,700,000
    12ARBOR INVESTMENT ADVISORS$785,842$846,462,635$13,248,940$859,711,575
    13LIVE OAK PRIVATE WEALTH, LLC$1,958,915$836,456,769$836,456,769
    14ABSHER WEALTH MANAGEMENT, LLC$493,527$758,475,945$54,856,249$813,332,194
    15HAMILTON POINT INVESTMENT ADVISORS, LLC$1,171,791$755,805,023$755,805,023
    16KUHN ADVISORS, INC.$527,123$708,980,344$708,980,344
    17ATLANTIC PRIVATE WEALTH, LLC$604,340$645,613,191$5,260,509$650,873,700
    18BLUESKY WEALTH ADVISORS, LLC$457,199$628,190,845$628,190,845
    19KINGFISHER CAPITAL, LLC$867,225$586,243,939$586,243,939
    20IRONSIDES ASSET ADVISORS, LLC$1,808,450$552,570,026$313,677,617$866,247,643
    21WOODWARD FINANCIAL ADVISORS, INC.$705,174$511,250,999$511,250,999
    22COOK WEALTH MANAGEMENT GROUP, LLC$432,503$456,290,351$456,290,351
    23COLLEGIATE CAPITAL MANAGEMENT, INC.$289,825$450,924,819$48,153,401$499,078,220
    24OLD PEAK FINANCE$881,990$440,112,765$440,112,765
    25ALTRIUS CAPITAL MANAGEMENT, INC.$1,028,133$435,288,471$10,921,351$446,209,822
    26ALPHA FINANCIAL ADVISORS, LLC$294,319$412,341,503$412,341,503
    27ARJUNA CAPITAL, LLC$962,731$403,384,379$403,384,379
    28FINANCIAL SYMMETRY INC.$211,740$380,772,149$431,885,203$812,657,352
    29DEFENDER CAPITAL$787,368$372,700,000$1,300,000$374,000,000
    30HILLTOP WEALTH ADVISORS, LLC$258,930$370,270,127$370,270,127
    31STRATHMORE CAPITAL ADVISORS$486,559$358,444,155$9,880,985$368,325,140
    32TOWNSEND ASSET MANAGEMENT CORP.$378,455$351,095,062$16,006,172$367,101,234
    33REICHARD CAPITAL, LLC$2,283,866$349,431,440$349,431,440
    34PIEDMONT CAPITAL MANAGEMENT, LLC$1,914,049$348,357,005$348,357,005
    35AUCTUS ADVISORS LLC$624,866$342,961,738$714,821$343,676,559
    36WHITENER CAPITAL MANAGEMENT, INC$355,210$339,651,229$48,948,771$388,600,000
    37ARMOR INVESTMENT ADVISORS, LLC$617,058$325,189,775$325,189,775
    39OAK HARBOR WEALTH PARTNERS, LLC$449,394$304,892,114$242,919,657$547,811,771
    40SAPERE WEALTH MANAGEMENT, LLC$1,380,182$303,639,981$303,639,981
    41TRADEWINDS, LLC$361,313$267,371,971$267,371,971
    42VERUM PARTNERS LLC$670,577$253,593,941$142,717,164$396,311,105
    43ALTAMONT CAPITAL MANAGEMENT$688,212$235,368,426$235,368,426
    44BEACON FINANCIAL STRATEGIES CORP.$454,615$234,442,840$6,048,641$240,491,481
    45BEACON WEALTHCARE LLC$283,085$232,941,056$2,868,836$235,809,892
    46FIRST OAK WEALTH MANAGEMENT, LLC$410,060$232,503,952$232,503,952
    47TRANSITUS WEALTH PARTNERS LLC$703,517$230,057,272$2,806,974$232,864,246
    48TAGSTONE CAPITAL, INC.$7,418,974$228,380,658$1,607,547$229,988,205
    49FIRST FINANCIAL GROUP$303,595$217,000,000$11,000,000$228,000,000
    50CROWN WEALTH GROUP LLC$265,324$202,441,997$202,441,997
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    Showing 1 to 50 of 88 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 Research.

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

    *Methodology: InvestmentNews qualified 2,756 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2020, (2) total AUM is at least $100M, (3) does not have employees who are registered representatives of a broker-dealer, (4) managed assets for individual 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 July 2021.