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