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
1Kure Advisory, LLC$151,511$100,300,000$100,300,000
2Private Wealth Management Of North Carolina LLC$176,505$116,610,080$765,776$117,375,856
3Tassel Capital Management, Inc.$196,453$116,299,910$116,299,910
4Spartan Planning & Wealth Management, LLC$197,464$106,920,917$75,930,321$182,851,238
5Financial Symmetry Incorporated$199,141$284,256,771$380,476,878$664,733,649
6Wealth Management Group, Inc.$215,374$29,341,833$91,698,632$121,040,465
7Crown Wealth Group LLC$217,401$111,526,652$111,526,652
8Omnistar Financial Group, Inc.$217,624$216,528,747$14,805,376$231,334,123
9Cornerstone Planning, LLC$219,132$130,651,280$5,210,582$135,861,862
10Reliant Investment Partners, LLC$222,329$172,304,737$172,304,737
11BEACON WEALTHCARE, INC.$242,652$188,229,555$3,707,785$191,937,340
12Beacon Wealthcare LLC$254,761$198,071,176$4,718,655$202,789,831
13Collegiate Capital Management, Inc.$259,441$397,259,516$41,974,475$439,233,991
14Hilltop Wealth Advisors, LLC$259,568$335,361,704$335,361,704
15Alpha Financial Advisors, LLC$263,362$340,938,736$641,889$341,580,625
16Horizons Wealth Management, Inc.$269,299$122,530,878$122,530,878
17First Financial Group Corporation$272,480$190,191,000$190,191,000
18Copperleaf Capital, LLC$285,367$141,716,624$14,664,414$156,381,038
19Capital Developers, LLC$287,011$129,998,902$3,174,073$133,172,975
20Sherclar, Inc$296,086$124,356,000$124,356,000
21Whitener Capital Management, Inc$302,277$275,189,229$39,783,869$314,973,098
22Lumina Wealth Management, LLC$307,626$132,140,106$4,753,297$136,893,403
23Guardian Wealth Advisors, LLC$315,288$131,827,631$17,619,035$149,446,666
24Investor Advisory Group, LLC$323,956$141,568,794$141,568,794
25Transitus Wealth Partners LLC$325,422$131,470,468$131,470,468
26Park Ridge Asset Management LLC$333,163$154,947,882$4,637,193$159,585,075
27Cascades Capital Asset Management, LLC$335,487$165,750,006$24,806,732$190,556,738
28Townsend Asset Management Corp.$339,667$284,898,023$15,027,856$299,925,879
29Triad Financial Advisors, Inc.$379,526$782,406,629$19,911,829$802,318,458
30Strathmore Capital Advisors, Inc.$388,401$297,903,343$297,903,343
31Absher Wealth Management, LLC$425,599$558,833,039$50,199,694$609,032,733
32Bluesky Wealth Advisors, LLC$426,759$560,761,458$560,761,458
33Beacon Financial Strategies Corp.$445,837$205,281,006$3,370,726$208,651,732
34Cook Wealth Management Group, LLC$447,918$405,365,714$405,365,714
35Zuraw Financial Advisors, LLC$450,407$269,793,947$269,793,947
36Cassia Capital Partners LLC$450,457$132,884,742$132,884,742
37Kuhn Advisors, Inc.$452,562$511,395,178$511,395,178
38Verum Partners LLC$463,526$168,308,322$92,193,142$260,501,464
39Wrenn Financial Strategies, Inc.$477,531$186,988,231$38,406,313$225,394,544
40BRC Wealth Management, LLC$490,923$185,568,840$185,568,840
41Frazier Financial Consultants, LLC$496,308$146,410,967$146,410,967
42FINANCIAL PLANNING SERVICES, INC.$510,663$141,453,548$141,453,548
43Veratis Advisors, Inc.$521,411$120,330,715$15,757,548$136,088,263
44Harbor Capital Management Inc$527,111$224,420,822$69,706,903$294,127,725
45Hayden Harper Wealth Advisory, LLC$537,129$140,727,707$140,727,707
46Timonier Family Office, Ltd.$537,473$258,216,230$78,779,453$336,995,683
47Auctus Advisors LLC$548,384$263,115,315$657,297$263,772,612
48Armor Investment Advisors, LLC$558,565$287,661,009$287,661,009
49Parsec Financial Management Inc$592,022$3,227,398,811$200,407,546$3,427,806,357
50Powell Financial, Inc.$593,162$156,001,580$156,001,580
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Showing 1 to 50 of 84 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 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.