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
1Powell Wealth$524,936$133,333,628$133,333,628
2Arjuna Capital, Llc$900,020$254,705,606$254,705,606
3Stearns Financial Group$625,790$1,439,316,947$1,439,316,947
4Reliant Investment Partners, Llc$223,281$160,539,384$160,539,384
5Frazier Financial Consultants, Llc$436,527$130,521,555$130,521,555
6Boys Arnold & Co. Inc.$1,191,080$1,307,805,416$1,307,805,416
7Live Oak Private Wealth, Llc$530,217$195,649,925$195,649,925
8Zuraw Financial Advisors, Llc$398,439$238,266,817$238,266,817
9First Financial Group$217,781$147,873,031$147,873,031
10Kuhn Advisors, Inc.$445,666$395,751,577$395,751,577
11Hollingsworth Avent Averre & Purvis, Pa$1,246,809$119,693,644$119,693,644
12Bull City Advisors, Llc$2,202,546$118,937,492$118,937,492
13Hilltop Wealth Advisors, Llc$719,348$290,616,666$290,616,666
14Kenneth Frenke & Co$222,953$146,034,001$146,034,001
15Sapere Wealth Management, Llc$1,346,077$285,368,228$285,368,228
16Kingfisher Capital, Llc$651,135$382,216,097$382,216,097
17Jolley Asset Management, Llc$687,061$283,069,176$283,069,176
18Camden Financial Management, Inc.$607,658$116,670,353$116,670,353
19Cook Wealth Management Group Llc$443,853$375,943,131$375,943,131
20Financial Planning Services, Inc.$510,663$141,453,548$141,453,548
21Hayden Harper Wealth Advisory, Llc$474,435$113,864,454$113,864,454
22Milestone Wealth$239,244$113,162,243$113,162,243
23Hamilton Point Investment Advisors, Llc$961,087$524,753,580$524,753,580
24Clearview Wealth Management$309,629$111,776,000$111,776,000
25Reichard Capital, Llc$2,095,866$270,366,684$270,366,684
26Strathmore Capital Advisors$319,834$269,300,327$269,300,327
27Sheets Smith Wealth Management$1,089,064$796,105,790$796,105,790
28Smith, Salley & Associates, Llc$1,196,230$1,691,469,449$1,691,469,449
29Altamont Capital Management$532,084$164,413,818$164,413,818
30Horizons Wealth Management$269,081$106,825,078$106,825,078
31Defender Capital$567,500$226,100,000$900,000$227,000,000
32Private Wealth Management Of North Carolina Llc$172,939$116,936,960$1,180,672$118,117,632
33Sheets Smith Investment Management, Llc$539,337$109,757,357$1,885,391$111,642,748
34Novare Capital Management$832,353$1,160,240,946$2,556,060$1,162,797,006
35Beacon Financial Strategies Corp.$411,442$186,156,385$3,106,799$189,263,184
36Beacon Wealthcare, Inc.$208,598$163,984,008$3,937,333$167,921,341
37Park Ridge Asset Management$303,901$129,390,296$5,237,682$134,627,978
38Lumina Wealth Management, Llc$315,489$126,290,643$5,583,908$131,874,551
39Willingdon Wealth Management Llc$348,254$858,106,781$6,955,023$865,061,804
40Altrius Capital Management, Inc.$857,338$337,435,061$7,214,914$344,649,975
41Alpha Financial Advisors, Llc$218,665$250,949,392$8,825,154$259,774,546
42Townsend Asset Management Corp.$347,785$251,350,146$11,227,392$262,577,538
43Cascades Capital Asset Management, Llc$267,865$133,363,593$13,961,907$147,325,500
44Copperleaf Capital, Llc$246,089$130,027,825$15,164,738$145,192,563
45Arbor Investment Advisors$657,667$619,001,795$16,962,251$635,964,046
46Triad Financial Advisors, Inc.$348,988$698,332,542$21,979,066$720,311,608
47Salem Investment Counselors Inc$914,031$1,613,012,118$27,673,866$1,640,685,984
48Colony Family Offices, Llc$4,794,873$1,743,378,518$30,724,549$1,774,103,067
49Wrenn Financial Strategies, Inc.$413,374$161,201,795$35,150,670$196,352,465
50Collegiate Capital Management, Inc.$220,833$325,160,977$38,550,184$363,711,161
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Showing 1 to 50 of 63 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.