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
1Smith, Salley & Associates$1,229,161$1,377,889,908$1,377,889,908
2Salem Investment Counselors Inc$821,423$1,356,991,192$1,356,991,192
3Stearns Financial Group$619,532$1,310,310,191$1,310,310,191
4Boys Arnold & Co. Inc.$1,038,679$1,091,651,390$1,091,651,390
5Sheets Smith Wealth Management$890,115$724,553,284$724,553,284
6Rinehart Wealth & Investment Advisory$1,564,356$474,000,000$474,000,000
7Hamilton Point Investment Advisors$941,463$460,375,636$460,375,636
8Sapere Wealth Management, LLC$1,772,936$436,142,152$436,142,152
9Bluesky Wealth Advisors$345,845$426,080,912$426,080,912
10Greerwalker Wealth Management LLC$708,038$407,121,620$407,121,620
11Kuhn Advisors, Inc.$399,462$331,953,061$331,953,061
12Woodward Financial Advisors, Inc.$410,659$324,420,238$324,420,238
13Kingfisher Capital, LLC$548,968$319,499,095$319,499,095
14Carolina Capital Consulting, Inc.$510,051$284,098,580$284,098,580
15Hilltop Wealth Advisors, LLC$620,879$240,900,910$240,900,910
16Zuraw Financial Advisors$392,675$214,007,931$214,007,931
17Strathmore Capital Advisors$322,957$213,474,305$213,474,305
18Arjuna Capital, LLC$806,618$211,333,852$211,333,852
19Keatley Wealth Management, LLC$448,324$152,878,636$152,878,636
20Omnistar Financial Group, Inc.$166,070$149,629,006$149,629,006
21Altamont Capital Management$460,208$133,000,000$133,000,000
22Auctus Advisors LLC$372,182$131,752,471$131,752,471
23Kenneth Frenke & Co$198,114$129,764,381$129,764,381
24First Financial Group$176,385$121,000,000$121,000,000
25Financial Planning Services, Inc.$1,007,839$112,877,931$112,877,931
26Frazier Financial Consultants, LLC$372,535$112,505,650$112,505,650
27Hayden Harper Advisory, LLC$455,448$110,673,873$110,673,873
28Camden Financial Management, Inc.$590,029$110,335,502$110,335,502
29Bull City Advisors, LLC$1,887,909$105,722,902$105,722,902
30Hollingsworth Avent Averre & Purvis, Pa$374,801$101,945,833$101,945,833
31Defender Capital$416,062$159,900,000$700,000$160,600,000
32Altrius Capital Management, Inc.$937,445$352,680,110$736,640$353,416,750
33Private Wealth Management Of North Carolina LLC$165,213$101,505,511$1,917,574$103,423,085
34Novare Capital Management$757,163$977,011,765$2,000,000$979,011,765
35Beacon Financial Strategies Corp.$317,424$152,301,999$2,918,211$155,220,210
36Beacon Wealthcare, Inc.$191,304$134,127,133$4,568,344$138,695,477
37Park Ridge Asset Management$262,208$99,191,202$4,643,013$103,834,215
38Lumina Wealth Management, LLC$305,684$117,270,432$4,697,344$121,967,776
39Willingdon Wealth Management Inc.$317,279$638,410,857$5,030,279$643,441,136
40Townsend Asset Management Corp.$837,720$249,999,813$7,180,260$257,180,073
41ALPha Financial Advisors$194,654$214,258,691$8,814,758$223,073,449
42Penland Legacy Advisors$253,649$100,720,042$12,914,916$113,634,958
43Altavista Wealth Management, Inc.$526,842$469,480,873$18,375,197$487,856,070
44Triad Financial Advisors, Inc.$311,158$608,368,411$19,547,852$627,916,263
45Arbor Investment Advisors$584,687$509,791,633$21,104,137$530,895,770
46Wrenn Financial Strategies, Inc.$307,574$120,286,080$30,424,938$150,711,018
47Collegiate Capital Management, Inc.$189,786$260,406,739$37,746,889$298,153,628
48Colony Family Offices$4,524,180$1,576,870,343$47,310,290$1,624,180,633
49Whitener Capital Management, Inc$234,329$170,025,000$50,479,000$220,504,000
50Capital Management$482,129$136,195,850$52,316,403$188,512,253
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Showing 1 to 50 of 56 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.

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