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
2BRAGG FINANCIAL ADVISORS INC$1,408,009$1,775,499,964$1,775,499,964
3COLONY FAMILY OFFICES, LLC$4,794,873$1,743,378,518$30,724,549$1,774,103,067
4SMITH, SALLEY & ASSOCIATES, LLC$1,196,230$1,691,469,449$1,691,469,449
5SALEM INVESTMENT COUNSELORS INC$914,031$1,613,012,118$27,673,866$1,640,685,984
6STEARNS FINANCIAL GROUP$625,790$1,439,316,947$1,439,316,947
7NOVARE CAPITAL MANAGEMENT$832,353$1,160,240,946$2,556,060$1,162,797,006
8DELEGATE ADVISORS, LLC$1,203,471$171,052,821$640,086,312$811,139,133
9SHEETS SMITH WEALTH MANAGEMENT$961,362$773,896,459$773,896,459
10TRIAD FINANCIAL ADVISORS, INC.$348,988$698,332,542$21,979,066$720,311,608
11IRONSIDES ASSET ADVISORS, LLC$1,982,359$385,832,431$292,134,387$677,966,818
12ARBOR INVESTMENT ADVISORS$657,667$619,001,795$16,962,251$635,964,046
13ALTAVISTA WEALTH MANAGEMENT, INC.$638,302$539,972,137$15,350,625$555,322,762
14MCSHANE PARTNERS$1,646,154$535,000,000$535,000,000
15HAMILTON POINT INVESTMENT ADVISORS, LLC$961,087$524,753,580$524,753,580
16ABSHER WEALTH MANAGEMENT, LLC$376,282$446,763,275$45,413,843$492,177,118
17FINANCIAL SYMMETRY INC.$158,620$174,323,297$303,757,193$478,080,490
18LIVE OAK PRIVATE WEALTH, LLC$542,944$454,444,507$454,444,507
19BLUESKY WEALTH ADVISORS, LLC$375,510$453,240,307$453,240,307
20KUHN ADVISORS, INC.$445,666$395,751,577$395,751,577
21WOODWARD FINANCIAL ADVISORS, INC.$539,140$394,650,400$394,650,400
22KINGFISHER CAPITAL, LLC$651,135$382,216,097$382,216,097
23COOK WEALTH MANAGEMENT GROUP LLC$443,853$375,943,131$375,943,131
24COLLEGIATE CAPITAL MANAGEMENT, INC.$220,833$325,160,977$38,550,184$363,711,161
25ALTRIUS CAPITAL MANAGEMENT, INC.$857,338$337,435,061$7,214,914$344,649,975
26CAROLINA CAPITAL CONSULTING, INC.$563,240$335,127,929$335,127,929
27TIMONIER$533,477$244,159,274$71,125,786$315,285,060
28GREERWALKER WEALTH MANAGEMENT LLC$1,799,116$309,447,871$309,447,871
29WHITENER CAPITAL MANAGEMENT, INC$291,058$247,007,551$44,632,405$291,639,956
30HILLTOP WEALTH ADVISORS, LLC$719,348$290,616,666$290,616,666
31ALPHA FINANCIAL ADVISORS, LLC$235,049$287,230,142$287,230,142
32SAPERE WEALTH MANAGEMENT, LLC$1,346,077$285,368,228$285,368,228
33REICHARD CAPITAL, LLC$2,095,866$270,366,684$270,366,684
34STRATHMORE CAPITAL ADVISORS$319,834$269,300,327$269,300,327
35OLD PEAK FINANCE$628,382$266,433,825$266,433,825
36TOWNSEND ASSET MANAGEMENT CORP.$347,785$251,350,146$11,227,392$262,577,538
37ARMOR INVESTMENT ADVISORS, LLC$526,177$260,457,681$260,457,681
38ARJUNA CAPITAL, LLC$899,986$254,696,072$254,696,072
39ZURAW FINANCIAL ADVISORS, LLC$398,439$238,266,817$238,266,817
40CAPITAL MANAGEMENT LLC$522,092$166,738,060$66,115,061$232,853,121
41DEFENDER CAPITAL$567,500$226,100,000$900,000$227,000,000
42AUCTUS ADVISORS LLC$458,981$199,568,538$547,202$200,115,740
43WRENN FINANCIAL STRATEGIES, INC.$413,374$161,201,795$35,150,670$196,352,465
44BEACON WEALTHCARE, INC.$242,652$188,229,555$3,707,785$191,937,340
45BEACON FINANCIAL STRATEGIES CORP.$411,442$186,156,385$3,106,799$189,263,184
46OMNISTAR FINANCIAL GROUP, INC.$177,547$185,181,778$185,181,778
47BRC WEALTH MANAGEMENT, LLC$609,895$169,550,673$169,550,673
48ALTAMONT CAPITAL MANAGEMENT$532,084$164,413,818$164,413,818
49RELIANT INVESTMENT PARTNERS, LLC$223,281$160,539,384$160,539,384
50STONEGATE WEALTH MANAGEMENT, LLC$1,103,834$157,325,000$2,731,000$160,056,000
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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 Sabrina Straub.

*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.