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 Management Inc$592,022$3,227,398,811$200,407,546$3,427,806,357
2Bragg Financial Advisors Inc$1,723,918$2,272,123,381$2,272,123,381
3Smith, Salley & Associates, LLC$1,299,959$2,025,980,505$654,840$2,026,635,345
4Salem Investment Counselors Inc$1,030,874$1,969,210,901$26,562,068$1,995,772,969
5Colony Family Offices, LLC$7,132,859$1,940,821,644$42,113,128$1,982,934,772
6STEARNS FINANCIAL GROUP$625,790$1,439,316,947$1,439,316,947
7Novare Capital Management$2,104,274$1,221,876,662$2,810,878$1,224,687,540
8Sheets Smith Wealth Management$1,190,246$998,616,543$998,616,543
9Delegate Advisors, LLC$1,277,820$146,560,527$736,413,163$882,973,690
10Triad Financial Advisors, Inc.$379,526$782,406,629$19,911,829$802,318,458
11Arbor Investment Advisors, LLC$720,959$728,731,460$15,298,339$744,029,799
12Financial Symmetry Incorporated$199,141$284,256,771$380,476,878$664,733,649
13Hamilton Point Investment Advisors, LLC$1,106,118$639,336,306$639,336,306
14Ironsides Asset Advisors, LLC$1,688,391$386,633,541$236,382,865$623,016,406
15Absher Wealth Management, LLC$425,599$558,833,039$50,199,694$609,032,733
16Altavista Wealth Management, Inc.$648,912$592,931,197$8,610,529$601,541,726
17Live Oak Private Wealth, LLC$698,592$592,405,648$592,405,648
18Bluesky Wealth Advisors, LLC$426,759$560,761,458$560,761,458
19MCSHANE PARTNERS$1,646,154$535,000,000$535,000,000
20Kuhn Advisors, Inc.$452,562$511,395,178$511,395,178
21Kingfisher Capital, LLC$1,721,898$494,184,812$494,184,812
22Woodward Financial Advisors, Inc.$596,112$470,928,308$470,928,308
23Collegiate Capital Management, Inc.$259,441$397,259,516$41,974,475$439,233,991
24Cook Wealth Management Group, LLC$447,918$405,365,714$405,365,714
25Altrius Capital Management, Inc.$880,567$364,976,454$6,622,768$371,599,222
26Defender Capital LLC$839,817$365,600,000$1,400,000$367,000,000
27Carolina Capital Consulting, Inc.$617,308$364,211,716$364,211,716
28Alpha Financial Advisors, LLC$263,362$340,938,736$641,889$341,580,625
29Timonier Family Office, Ltd.$537,473$258,216,230$78,779,453$336,995,683
30Hilltop Wealth Advisors, LLC$259,568$335,361,704$335,361,704
31Old Peak Finance LLC$721,760$327,679,141$327,679,141
32Whitener Capital Management, Inc$302,277$275,189,229$39,783,869$314,973,098
33GREERWALKER WEALTH MANAGEMENT LLC$1,799,116$309,447,871$309,447,871
34Reichard Capital, LLC$1,878,303$308,041,716$308,041,716
35Townsend Asset Management Corp.$339,667$284,898,023$15,027,856$299,925,879
36Strathmore Capital Advisors, Inc.$388,401$297,903,343$297,903,343
37Arjuna Capital, LLC$905,180$296,898,901$296,898,901
38Harbor Capital Management Inc$527,111$224,420,822$69,706,903$294,127,725
39Armor Investment Advisors, LLC$558,565$287,661,009$287,661,009
40Capital Management LLC$615,606$183,277,017$93,129,922$276,406,939
41Zuraw Financial Advisors, LLC$450,407$269,793,947$269,793,947
42Sapere Wealth Management, LLC$1,201,469$267,927,650$267,927,650
43Auctus Advisors LLC$548,384$263,115,315$657,297$263,772,612
44Verum Partners LLC$463,526$168,308,322$92,193,142$260,501,464
45Omnistar Financial Group, Inc.$217,624$216,528,747$14,805,376$231,334,123
46Wrenn Financial Strategies, Inc.$477,531$186,988,231$38,406,313$225,394,544
47Beacon Financial Strategies Corp.$445,837$205,281,006$3,370,726$208,651,732
48Beacon Wealthcare LLC$254,761$198,071,176$4,718,655$202,789,831
49Altamont Capital Management, LLC.$599,321$195,977,836$195,977,836
50BEACON WEALTHCARE, INC.$242,652$188,229,555$3,707,785$191,937,340
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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.