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
1SJBENEN ADVISORY, LLC$725,771$103,785,226$103,785,226
2HORIZONS WEALTH MANAGEMENT$269,081$106,825,078$106,825,078
3ACCRUENT WEALTH ADVISORS$202,966$17,489,841$90,081,993$107,571,834
4VERATIS ADVISORS, INC.$1,946,429$109,000,000$109,000,000
5CASSIA CAPITAL PARTNERS LLC$402,132$110,184,091$110,184,091
6CLEARVIEW WEALTH MANAGEMENT$309,629$111,776,000$111,776,000
7MILESTONE WEALTH$239,244$113,162,243$113,162,243
8HAYDEN HARPER WEALTH ADVISORY, LLC$474,435$113,864,454$113,864,454
9GUARDIAN WEALTH ADVISORS, LLC$265,254$114,589,611$114,589,611
10CORNERSTONE WEALTH PLANNING$203,792$110,468,176$4,878,289$115,346,465
11CAMDEN FINANCIAL MANAGEMENT, INC.$607,658$116,670,353$116,670,353
12PRIVATE WEALTH MANAGEMENT OF NORTH CAROLINA LLC$172,939$116,936,960$1,180,672$118,117,632
13BULL CITY ADVISORS, LLC$2,202,546$118,937,492$118,937,492
14HOLLINGSWORTH AVENT AVERRE & PURVIS, PA$1,246,809$119,693,644$119,693,644
15FRAZIER FINANCIAL CONSULTANTS, LLC$436,527$130,521,555$130,521,555
16LUMINA WEALTH MANAGEMENT, LLC$315,489$126,290,643$5,583,908$131,874,551
17SPARTAN PLANNING GROUP$175,552$82,762,946$49,428,036$132,190,982
18POWELL WEALTH$524,936$133,333,628$133,333,628
19PARK RIDGE ASSET MANAGEMENT$303,901$129,390,296$5,237,682$134,627,978
20FINANCIAL PLANNING SERVICES, INC.$510,663$141,453,548$141,453,548
21COPPERLEAF CAPITAL, LLC$246,089$130,027,825$15,164,738$145,192,563
22KENNETH FRENKE & CO$222,953$146,034,001$146,034,001
23CASCADES CAPITAL ASSET MANAGEMENT, LLC$267,865$133,363,593$13,961,907$147,325,500
24FIRST FINANCIAL GROUP$217,781$147,873,031$147,873,031
25STONEGATE WEALTH MANAGEMENT, LLC$1,103,834$157,325,000$2,731,000$160,056,000
26RELIANT INVESTMENT PARTNERS, LLC$223,281$160,539,384$160,539,384
27ALTAMONT CAPITAL MANAGEMENT$532,084$164,413,818$164,413,818
28BRC WEALTH MANAGEMENT, LLC$609,895$169,550,673$169,550,673
29OMNISTAR FINANCIAL GROUP, INC.$177,547$185,181,778$185,181,778
30BEACON FINANCIAL STRATEGIES CORP.$411,442$186,156,385$3,106,799$189,263,184
31BEACON WEALTHCARE, INC.$242,652$188,229,555$3,707,785$191,937,340
32WRENN FINANCIAL STRATEGIES, INC.$413,374$161,201,795$35,150,670$196,352,465
33AUCTUS ADVISORS LLC$458,981$199,568,538$547,202$200,115,740
34DEFENDER CAPITAL$567,500$226,100,000$900,000$227,000,000
35CAPITAL MANAGEMENT LLC$522,092$166,738,060$66,115,061$232,853,121
36ZURAW FINANCIAL ADVISORS, LLC$398,439$238,266,817$238,266,817
37ARJUNA CAPITAL, LLC$899,986$254,696,072$254,696,072
38ARMOR INVESTMENT ADVISORS, LLC$526,177$260,457,681$260,457,681
39TOWNSEND ASSET MANAGEMENT CORP.$347,785$251,350,146$11,227,392$262,577,538
40OLD PEAK FINANCE$628,382$266,433,825$266,433,825
41STRATHMORE CAPITAL ADVISORS$319,834$269,300,327$269,300,327
42REICHARD CAPITAL, LLC$2,095,866$270,366,684$270,366,684
43SAPERE WEALTH MANAGEMENT, LLC$1,346,077$285,368,228$285,368,228
44ALPHA FINANCIAL ADVISORS, LLC$235,049$287,230,142$287,230,142
45HILLTOP WEALTH ADVISORS, LLC$719,348$290,616,666$290,616,666
46WHITENER CAPITAL MANAGEMENT, INC$291,058$247,007,551$44,632,405$291,639,956
47GREERWALKER WEALTH MANAGEMENT LLC$1,799,116$309,447,871$309,447,871
48TIMONIER$533,477$244,159,274$71,125,786$315,285,060
49CAROLINA CAPITAL CONSULTING, INC.$563,240$335,127,929$335,127,929
50ALTRIUS CAPITAL MANAGEMENT, INC.$857,338$337,435,061$7,214,914$344,649,975
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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 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.