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
1DELEGATE ADVISORS, LLC$1,203,471$171,052,821$640,086,312$811,139,133
2FINANCIAL SYMMETRY INC.$158,620$174,323,297$303,757,193$478,080,490
3IRONSIDES ASSET ADVISORS, LLC$1,982,359$385,832,431$292,134,387$677,966,818
4OLD PEAK FINANCE$628,382$266,433,825$266,433,825
5PARSEC FINANCIAL$515,994$2,825,953,352$166,294,118$2,992,247,470
6VERATIS ADVISORS, INC.$1,946,429$109,000,000$109,000,000
7ACCRUENT WEALTH ADVISORS$202,966$17,489,841$90,081,993$107,571,834
8TIMONIER$533,477$244,159,274$71,125,786$315,285,060
9CAPITAL MANAGEMENT LLC$522,092$166,738,060$66,115,061$232,853,121
10SPARTAN PLANNING GROUP$175,552$82,762,946$49,428,036$132,190,982
11ABSHER WEALTH MANAGEMENT, LLC$376,282$446,763,275$45,413,843$492,177,118
12WHITENER CAPITAL MANAGEMENT, INC$291,058$247,007,551$44,632,405$291,639,956
13COLLEGIATE CAPITAL MANAGEMENT, INC.$220,833$325,160,977$38,550,184$363,711,161
14WRENN FINANCIAL STRATEGIES, INC.$413,374$161,201,795$35,150,670$196,352,465
15COLONY FAMILY OFFICES, LLC$4,794,873$1,743,378,518$30,724,549$1,774,103,067
16SALEM INVESTMENT COUNSELORS INC$914,031$1,613,012,118$27,673,866$1,640,685,984
17TRIAD FINANCIAL ADVISORS, INC.$348,988$698,332,542$21,979,066$720,311,608
18ARBOR INVESTMENT ADVISORS$657,667$619,001,795$16,962,251$635,964,046
19ALTAVISTA WEALTH MANAGEMENT, INC.$638,302$539,972,137$15,350,625$555,322,762
20COPPERLEAF CAPITAL, LLC$246,089$130,027,825$15,164,738$145,192,563
21CASCADES CAPITAL ASSET MANAGEMENT, LLC$267,865$133,363,593$13,961,907$147,325,500
22TOWNSEND ASSET MANAGEMENT CORP.$347,785$251,350,146$11,227,392$262,577,538
23ALTRIUS CAPITAL MANAGEMENT, INC.$857,338$337,435,061$7,214,914$344,649,975
24LUMINA WEALTH MANAGEMENT, LLC$315,489$126,290,643$5,583,908$131,874,551
25PARK RIDGE ASSET MANAGEMENT$303,901$129,390,296$5,237,682$134,627,978
26CORNERSTONE WEALTH PLANNING$203,792$110,468,176$4,878,289$115,346,465
27BEACON WEALTHCARE, INC.$242,652$188,229,555$3,707,785$191,937,340
28BEACON FINANCIAL STRATEGIES CORP.$411,442$186,156,385$3,106,799$189,263,184
29STONEGATE WEALTH MANAGEMENT, LLC$1,103,834$157,325,000$2,731,000$160,056,000
30NOVARE CAPITAL MANAGEMENT$832,353$1,160,240,946$2,556,060$1,162,797,006
31PRIVATE WEALTH MANAGEMENT OF NORTH CAROLINA LLC$172,939$116,936,960$1,180,672$118,117,632
32DEFENDER CAPITAL$567,500$226,100,000$900,000$227,000,000
33AUCTUS ADVISORS LLC$458,981$199,568,538$547,202$200,115,740
34CLEARVIEW WEALTH MANAGEMENT$309,629$111,776,000$111,776,000
35COOK WEALTH MANAGEMENT GROUP LLC$443,853$375,943,131$375,943,131
36MILESTONE WEALTH$239,244$113,162,243$113,162,243
37SMITH, SALLEY & ASSOCIATES, LLC$1,196,230$1,691,469,449$1,691,469,449
38HILLTOP WEALTH ADVISORS, LLC$719,348$290,616,666$290,616,666
39BRAGG FINANCIAL ADVISORS INC$1,408,009$1,775,499,964$1,775,499,964
40STRATHMORE CAPITAL ADVISORS$319,834$269,300,327$269,300,327
41POWELL WEALTH$524,936$133,333,628$133,333,628
42ALTAMONT CAPITAL MANAGEMENT$532,084$164,413,818$164,413,818
43GUARDIAN WEALTH ADVISORS, LLC$265,254$114,589,611$114,589,611
44BRC WEALTH MANAGEMENT, LLC$609,895$169,550,673$169,550,673
45RELIANT INVESTMENT PARTNERS, LLC$223,281$160,539,384$160,539,384
46KENNETH FRENKE & CO$222,953$146,034,001$146,034,001
47STEARNS FINANCIAL GROUP$625,790$1,439,316,947$1,439,316,947
48FRAZIER FINANCIAL CONSULTANTS, LLC$436,527$130,521,555$130,521,555
49CASSIA CAPITAL PARTNERS LLC$402,132$110,184,091$110,184,091
50HOLLINGSWORTH AVENT AVERRE & PURVIS, PA$1,246,809$119,693,644$119,693,644
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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.