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
1Parsec Financial$515,994$2,825,953,352$166,294,118$2,992,247,470
2Colony Family Offices, Llc$4,794,873$1,743,378,518$30,724,549$1,774,103,067
3Smith, Salley & Associates, Llc$1,196,230$1,691,469,449$1,691,469,449
4Salem Investment Counselors Inc$914,031$1,613,012,118$27,673,866$1,640,685,984
5Stearns Financial Group$625,790$1,439,316,947$1,439,316,947
6Boys Arnold & Co. Inc.$1,191,080$1,307,805,416$1,307,805,416
7Novare Capital Management$832,353$1,160,240,946$2,556,060$1,162,797,006
8Willingdon Wealth Management Llc$348,254$858,106,781$6,955,023$865,061,804
9Delegate Advisors, Llc$1,203,471$171,052,821$640,086,312$811,139,133
10Sheets Smith Wealth Management$1,089,064$796,105,790$796,105,790
11Triad Financial Advisors, Inc.$348,988$698,332,542$21,979,066$720,311,608
12Ironsides Asset Advisors, Llc$1,982,359$385,832,431$292,134,387$677,966,818
13Arbor Investment Advisors$657,667$619,001,795$16,962,251$635,964,046
14Hamilton Point Investment Advisors, Llc$961,087$524,753,580$524,753,580
15Absher Wealth Management, Llc$376,282$446,763,275$45,413,843$492,177,118
16Financial Symmetry Inc.$158,620$174,323,297$303,757,193$478,080,490
17Kuhn Advisors, Inc.$445,666$395,751,577$395,751,577
18Kingfisher Capital, Llc$651,135$382,216,097$382,216,097
19Cook Wealth Management Group Llc$443,853$375,943,131$375,943,131
20Collegiate Capital Management, Inc.$220,833$325,160,977$38,550,184$363,711,161
21Altrius Capital Management, Inc.$857,338$337,435,061$7,214,914$344,649,975
22Timonier$533,477$244,159,274$71,125,786$315,285,060
23Timonier$533,477$244,159,274$71,125,786$315,285,060
24Whitener Capital Management, Inc$291,058$247,007,551$44,632,405$291,639,956
25Hilltop Wealth Advisors, Llc$719,348$290,616,666$290,616,666
26Sapere Wealth Management, Llc$1,346,077$285,368,228$285,368,228
27Jolley Asset Management, Llc$687,061$283,069,176$283,069,176
28Reichard Capital, Llc$2,095,866$270,366,684$270,366,684
29Strathmore Capital Advisors$319,834$269,300,327$269,300,327
30Old Peak Finance$628,382$266,433,825$266,433,825
31Townsend Asset Management Corp.$347,785$251,350,146$11,227,392$262,577,538
32Alpha Financial Advisors, Llc$218,665$250,949,392$8,825,154$259,774,546
33Arjuna Capital, Llc$900,020$254,705,606$254,705,606
34Zuraw Financial Advisors, Llc$398,439$238,266,817$238,266,817
35Capital Management Llc$522,092$166,738,060$66,115,061$232,853,121
36Defender Capital$567,500$226,100,000$900,000$227,000,000
37Wrenn Financial Strategies, Inc.$413,374$161,201,795$35,150,670$196,352,465
38Live Oak Private Wealth, Llc$530,217$195,649,925$195,649,925
39Beacon Financial Strategies Corp.$411,442$186,156,385$3,106,799$189,263,184
40Beacon Wealthcare, Inc.$208,598$163,984,008$3,937,333$167,921,341
41Altamont Capital Management$532,084$164,413,818$164,413,818
42Reliant Investment Partners, Llc$223,281$160,539,384$160,539,384
43First Financial Group$217,781$147,873,031$147,873,031
44Cascades Capital Asset Management, Llc$267,865$133,363,593$13,961,907$147,325,500
45Kenneth Frenke & Co$222,953$146,034,001$146,034,001
46Copperleaf Capital, Llc$246,089$130,027,825$15,164,738$145,192,563
47Financial Planning Services, Inc.$510,663$141,453,548$141,453,548
48Park Ridge Asset Management$303,901$129,390,296$5,237,682$134,627,978
49Powell Wealth$524,936$133,333,628$133,333,628
50Spartan Planning Group$175,552$82,762,946$49,428,036$132,190,982
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Showing 1 to 50 of 63 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.