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
1Sherclar, Inc$296,086$124,356,000$124,356,000
2Cook Wealth Management Group, LLC$447,918$405,365,714$405,365,714
3Gragg & Gragg, L.L.P.$820,202$140,254,507$140,254,507
4Hilltop Wealth Advisors, LLC$259,568$335,361,704$335,361,704
5Bragg Financial Advisors Inc$1,723,918$2,272,123,381$2,272,123,381
6Strathmore Capital Advisors, Inc.$388,401$297,903,343$297,903,343
7Powell Financial, Inc.$593,162$156,001,580$156,001,580
8Altamont Capital Management, LLC.$599,321$195,977,836$195,977,836
9BRC Wealth Management, LLC$490,923$185,568,840$185,568,840
10Smith Partners Wealth Management, LLC$598,676$127,518,014$127,518,014
11Reliant Investment Partners, LLC$222,329$172,304,737$172,304,737
12Kenneth Frenke & Co., Inc.$657,801$155,241,009$155,241,009
13STEARNS FINANCIAL GROUP$625,790$1,439,316,947$1,439,316,947
14Frazier Financial Consultants, LLC$496,308$146,410,967$146,410,967
15Cassia Capital Partners LLC$450,457$132,884,742$132,884,742
16Hollingsworth Avent Averre & Purvis, Pa$812,109$127,501,078$127,501,078
17Kuhn Advisors, Inc.$452,562$511,395,178$511,395,178
18Bluesky Wealth Advisors, LLC$426,759$560,761,458$560,761,458
19Kure Advisory, LLC$151,511$100,300,000$100,300,000
20Transitus Wealth Partners LLC$325,422$131,470,468$131,470,468
21Kingfisher Capital, LLC$1,721,898$494,184,812$494,184,812
22Live Oak Private Wealth, LLC$698,592$592,405,648$592,405,648
23Zuraw Financial Advisors, LLC$450,407$269,793,947$269,793,947
24Hamilton Point Investment Advisors, LLC$1,106,118$639,336,306$639,336,306
25Carolina Capital Consulting, Inc.$617,308$364,211,716$364,211,716
26Horizons Wealth Management, Inc.$269,299$122,530,878$122,530,878
27Sapere Wealth Management, LLC$1,201,469$267,927,650$267,927,650
28Arjuna Capital, LLC$905,180$296,898,901$296,898,901
29Sjbenen Advisory, LLC$1,348,168$133,468,672$133,468,672
30Sheets Smith Wealth Management$1,190,246$998,616,543$998,616,543
31MCSHANE PARTNERS$1,646,154$535,000,000$535,000,000
32Hayden Harper Wealth Advisory, LLC$537,129$140,727,707$140,727,707
33FINANCIAL PLANNING SERVICES, INC.$510,663$141,453,548$141,453,548
34Crown Wealth Group LLC$217,401$111,526,652$111,526,652
35Woodward Financial Advisors, Inc.$596,112$470,928,308$470,928,308
36GREERWALKER WEALTH MANAGEMENT LLC$1,799,116$309,447,871$309,447,871
37First Financial Group Corporation$272,480$190,191,000$190,191,000
38Armor Investment Advisors, LLC$558,565$287,661,009$287,661,009
39Tassel Capital Management, Inc.$196,453$116,299,910$116,299,910
40BULL CITY ADVISORS, LLC$2,202,546$118,937,492$118,937,492
41Reichard Capital, LLC$1,878,303$308,041,716$308,041,716
42Camden Financial Management, Inc.$636,404$129,190,002$129,190,002
43Alpha Financial Advisors, LLC$263,362$340,938,736$641,889$341,580,625
44Smith, Salley & Associates, LLC$1,299,959$2,025,980,505$654,840$2,026,635,345
45Auctus Advisors LLC$548,384$263,115,315$657,297$263,772,612
46Private Wealth Management Of North Carolina LLC$176,505$116,610,080$765,776$117,375,856
47Defender Capital LLC$839,817$365,600,000$1,400,000$367,000,000
48STONEGATE WEALTH MANAGEMENT, LLC$1,103,834$157,325,000$2,731,000$160,056,000
49Novare Capital Management$2,104,274$1,221,876,662$2,810,878$1,224,687,540
50Capital Developers, LLC$287,011$129,998,902$3,174,073$133,172,975
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Showing 1 to 50 of 84 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 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.