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
1CLEARVIEW WEALTH MANAGEMENT$309,629$111,776,000$111,776,000
2COOK WEALTH MANAGEMENT GROUP LLC$443,853$375,943,131$375,943,131
3MILESTONE WEALTH$239,244$113,162,243$113,162,243
4SMITH, SALLEY & ASSOCIATES, LLC$1,196,230$1,691,469,449$1,691,469,449
5HILLTOP WEALTH ADVISORS, LLC$719,348$290,616,666$290,616,666
6BRAGG FINANCIAL ADVISORS INC$1,408,009$1,775,499,964$1,775,499,964
7STRATHMORE CAPITAL ADVISORS$319,834$269,300,327$269,300,327
8POWELL WEALTH$524,936$133,333,628$133,333,628
9ALTAMONT CAPITAL MANAGEMENT$532,084$164,413,818$164,413,818
10GUARDIAN WEALTH ADVISORS, LLC$265,254$114,589,611$114,589,611
11BRC WEALTH MANAGEMENT, LLC$609,895$169,550,673$169,550,673
12RELIANT INVESTMENT PARTNERS, LLC$223,281$160,539,384$160,539,384
13KENNETH FRENKE & CO$222,953$146,034,001$146,034,001
14STEARNS FINANCIAL GROUP$625,790$1,439,316,947$1,439,316,947
15FRAZIER FINANCIAL CONSULTANTS, LLC$436,527$130,521,555$130,521,555
16CASSIA CAPITAL PARTNERS LLC$402,132$110,184,091$110,184,091
17HOLLINGSWORTH AVENT AVERRE & PURVIS, PA$1,246,809$119,693,644$119,693,644
18KUHN ADVISORS, INC.$445,666$395,751,577$395,751,577
19BLUESKY WEALTH ADVISORS, LLC$375,510$453,240,307$453,240,307
20KINGFISHER CAPITAL, LLC$651,135$382,216,097$382,216,097
21LIVE OAK PRIVATE WEALTH, LLC$542,944$454,444,507$454,444,507
22ZURAW FINANCIAL ADVISORS, LLC$398,439$238,266,817$238,266,817
23HAMILTON POINT INVESTMENT ADVISORS, LLC$961,087$524,753,580$524,753,580
24ALPHA FINANCIAL ADVISORS, LLC$235,049$287,230,142$287,230,142
25CAROLINA CAPITAL CONSULTING, INC.$563,240$335,127,929$335,127,929
26HORIZONS WEALTH MANAGEMENT$269,081$106,825,078$106,825,078
27SAPERE WEALTH MANAGEMENT, LLC$1,346,077$285,368,228$285,368,228
28ARJUNA CAPITAL, LLC$899,986$254,696,072$254,696,072
29SJBENEN ADVISORY, LLC$725,771$103,785,226$103,785,226
30SHEETS SMITH WEALTH MANAGEMENT$961,362$773,896,459$773,896,459
31MCSHANE PARTNERS$1,646,154$535,000,000$535,000,000
32HAYDEN HARPER WEALTH ADVISORY, LLC$474,435$113,864,454$113,864,454
33FINANCIAL PLANNING SERVICES, INC.$510,663$141,453,548$141,453,548
34WOODWARD FINANCIAL ADVISORS, INC.$539,140$394,650,400$394,650,400
35GREERWALKER WEALTH MANAGEMENT LLC$1,799,116$309,447,871$309,447,871
36FIRST FINANCIAL GROUP$217,781$147,873,031$147,873,031
37ARMOR INVESTMENT ADVISORS, LLC$526,177$260,457,681$260,457,681
38OMNISTAR FINANCIAL GROUP, INC.$177,547$185,181,778$185,181,778
39BULL CITY ADVISORS, LLC$2,202,546$118,937,492$118,937,492
40REICHARD CAPITAL, LLC$2,095,866$270,366,684$270,366,684
41CAMDEN FINANCIAL MANAGEMENT, INC.$607,658$116,670,353$116,670,353
42AUCTUS ADVISORS LLC$458,981$199,568,538$547,202$200,115,740
43DEFENDER CAPITAL$567,500$226,100,000$900,000$227,000,000
44PRIVATE WEALTH MANAGEMENT OF NORTH CAROLINA LLC$172,939$116,936,960$1,180,672$118,117,632
45NOVARE CAPITAL MANAGEMENT$832,353$1,160,240,946$2,556,060$1,162,797,006
46STONEGATE WEALTH MANAGEMENT, LLC$1,103,834$157,325,000$2,731,000$160,056,000
47BEACON FINANCIAL STRATEGIES CORP.$411,442$186,156,385$3,106,799$189,263,184
48BEACON WEALTHCARE, INC.$242,652$188,229,555$3,707,785$191,937,340
49CORNERSTONE WEALTH PLANNING$203,792$110,468,176$4,878,289$115,346,465
50PARK RIDGE ASSET MANAGEMENT$303,901$129,390,296$5,237,682$134,627,978
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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 Sabrina Straub.

*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.