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
51Reichard Capital, LLC$1,878,303$308,041,716$308,041,716
52GREERWALKER WEALTH MANAGEMENT LLC$1,799,116$309,447,871$309,447,871
53Whitener Capital Management, Inc$302,277$275,189,229$39,783,869$314,973,098
54Old Peak Finance LLC$721,760$327,679,141$327,679,141
55Hilltop Wealth Advisors, LLC$259,568$335,361,704$335,361,704
56Timonier Family Office, Ltd.$537,473$258,216,230$78,779,453$336,995,683
57Alpha Financial Advisors, LLC$263,362$340,938,736$641,889$341,580,625
58Carolina Capital Consulting, Inc.$617,308$364,211,716$364,211,716
59Defender Capital LLC$839,817$365,600,000$1,400,000$367,000,000
60Altrius Capital Management, Inc.$880,567$364,976,454$6,622,768$371,599,222
61Cook Wealth Management Group, LLC$447,918$405,365,714$405,365,714
62Collegiate Capital Management, Inc.$259,441$397,259,516$41,974,475$439,233,991
63Woodward Financial Advisors, Inc.$596,112$470,928,308$470,928,308
64Kingfisher Capital, LLC$1,721,898$494,184,812$494,184,812
65Kuhn Advisors, Inc.$452,562$511,395,178$511,395,178
66MCSHANE PARTNERS$1,646,154$535,000,000$535,000,000
67Bluesky Wealth Advisors, LLC$426,759$560,761,458$560,761,458
68Live Oak Private Wealth, LLC$698,592$592,405,648$592,405,648
69Altavista Wealth Management, Inc.$648,912$592,931,197$8,610,529$601,541,726
70Absher Wealth Management, LLC$425,599$558,833,039$50,199,694$609,032,733
71Ironsides Asset Advisors, LLC$1,688,391$386,633,541$236,382,865$623,016,406
72Hamilton Point Investment Advisors, LLC$1,106,118$639,336,306$639,336,306
73Financial Symmetry Incorporated$199,141$284,256,771$380,476,878$664,733,649
74Arbor Investment Advisors, LLC$720,959$728,731,460$15,298,339$744,029,799
75Triad Financial Advisors, Inc.$379,526$782,406,629$19,911,829$802,318,458
76Delegate Advisors, LLC$1,277,820$146,560,527$736,413,163$882,973,690
77Sheets Smith Wealth Management$1,190,246$998,616,543$998,616,543
78Novare Capital Management$2,104,274$1,221,876,662$2,810,878$1,224,687,540
79STEARNS FINANCIAL GROUP$625,790$1,439,316,947$1,439,316,947
80Colony Family Offices, LLC$7,132,859$1,940,821,644$42,113,128$1,982,934,772
81Salem Investment Counselors Inc$1,030,874$1,969,210,901$26,562,068$1,995,772,969
82Smith, Salley & Associates, LLC$1,299,959$2,025,980,505$654,840$2,026,635,345
83Bragg Financial Advisors Inc$1,723,918$2,272,123,381$2,272,123,381
84Parsec Financial Management Inc$592,022$3,227,398,811$200,407,546$3,427,806,357
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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 Research.

Reprints: For reprints of these rankings, please contact Caroline Murphy.

*Methodology: InvestmentNews qualified 2,756 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2020, (2) total AUM is at least $100M, (3) does not have employees who are registered representatives of a broker-dealer, (4) managed assets for individual 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 July 2021.