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
1Kure Advisory, LLC$151,511$100,300,000$100,300,000
2Crown Wealth Group LLC$217,401$111,526,652$111,526,652
3Tassel Capital Management, Inc.$196,453$116,299,910$116,299,910
4Private Wealth Management Of North Carolina LLC$176,505$116,610,080$765,776$117,375,856
5BULL CITY ADVISORS, LLC$2,202,546$118,937,492$118,937,492
6Wealth Management Group, Inc.$215,374$29,341,833$91,698,632$121,040,465
7Horizons Wealth Management, Inc.$269,299$122,530,878$122,530,878
8Sherclar, Inc$296,086$124,356,000$124,356,000
9Hollingsworth Avent Averre & Purvis, Pa$812,109$127,501,078$127,501,078
10Smith Partners Wealth Management, LLC$598,676$127,518,014$127,518,014
11Camden Financial Management, Inc.$636,404$129,190,002$129,190,002
12Transitus Wealth Partners LLC$325,422$131,470,468$131,470,468
13Cassia Capital Partners LLC$450,457$132,884,742$132,884,742
14Capital Developers, LLC$287,011$129,998,902$3,174,073$133,172,975
15Sjbenen Advisory, LLC$1,348,168$133,468,672$133,468,672
16Cornerstone Planning, LLC$219,132$130,651,280$5,210,582$135,861,862
17Veratis Advisors, Inc.$521,411$120,330,715$15,757,548$136,088,263
18Lumina Wealth Management, LLC$307,626$132,140,106$4,753,297$136,893,403
19Gragg & Gragg, L.L.P.$820,202$140,254,507$140,254,507
20Hayden Harper Wealth Advisory, LLC$537,129$140,727,707$140,727,707
21FINANCIAL PLANNING SERVICES, INC.$510,663$141,453,548$141,453,548
22Investor Advisory Group, LLC$323,956$141,568,794$141,568,794
23Frazier Financial Consultants, LLC$496,308$146,410,967$146,410,967
24Guardian Wealth Advisors, LLC$315,288$131,827,631$17,619,035$149,446,666
25Kenneth Frenke & Co., Inc.$657,801$155,241,009$155,241,009
26Powell Financial, Inc.$593,162$156,001,580$156,001,580
27Copperleaf Capital, LLC$285,367$141,716,624$14,664,414$156,381,038
28Park Ridge Asset Management LLC$333,163$154,947,882$4,637,193$159,585,075
29STONEGATE WEALTH MANAGEMENT, LLC$1,103,834$157,325,000$2,731,000$160,056,000
30Reliant Investment Partners, LLC$222,329$172,304,737$172,304,737
31Spartan Planning & Wealth Management, LLC$197,464$106,920,917$75,930,321$182,851,238
32BRC Wealth Management, LLC$490,923$185,568,840$185,568,840
33First Financial Group Corporation$272,480$190,191,000$190,191,000
34Cascades Capital Asset Management, LLC$335,487$165,750,006$24,806,732$190,556,738
35BEACON WEALTHCARE, INC.$242,652$188,229,555$3,707,785$191,937,340
36Altamont Capital Management, LLC.$599,321$195,977,836$195,977,836
37Beacon Wealthcare LLC$254,761$198,071,176$4,718,655$202,789,831
38Beacon Financial Strategies Corp.$445,837$205,281,006$3,370,726$208,651,732
39Wrenn Financial Strategies, Inc.$477,531$186,988,231$38,406,313$225,394,544
40Omnistar Financial Group, Inc.$217,624$216,528,747$14,805,376$231,334,123
41Verum Partners LLC$463,526$168,308,322$92,193,142$260,501,464
42Auctus Advisors LLC$548,384$263,115,315$657,297$263,772,612
43Sapere Wealth Management, LLC$1,201,469$267,927,650$267,927,650
44Zuraw Financial Advisors, LLC$450,407$269,793,947$269,793,947
45Capital Management LLC$615,606$183,277,017$93,129,922$276,406,939
46Armor Investment Advisors, LLC$558,565$287,661,009$287,661,009
47Harbor Capital Management Inc$527,111$224,420,822$69,706,903$294,127,725
48Arjuna Capital, LLC$905,180$296,898,901$296,898,901
49Strathmore Capital Advisors, Inc.$388,401$297,903,343$297,903,343
50Townsend Asset Management Corp.$339,667$284,898,023$15,027,856$299,925,879
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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.