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.

Rank Business Name Avg. account AUM Discretionary AUM Non-discretionary AUM Total AUM
1Financial Symmetry Inc.$149,547$6,738,064$406,909,875$413,647,939
2Private Wealth Management Of North Carolina LLC$165,213$101,505,511$1,917,574$103,423,085
3Omnistar Financial Group, Inc.$166,070$149,629,006$149,629,006
4First Financial Group$176,385$121,000,000$121,000,000
5Collegiate Capital Management, Inc.$189,786$260,406,739$37,746,889$298,153,628
6Beacon Wealthcare, Inc.$191,304$134,127,133$4,568,344$138,695,477
7ALPha Financial Advisors$194,654$214,258,691$8,814,758$223,073,449
8Kenneth Frenke & Co$198,114$129,764,381$129,764,381
9Whitener Capital Management, Inc$234,329$170,025,000$50,479,000$220,504,000
10Penland Legacy Advisors$253,649$100,720,042$12,914,916$113,634,958
11Park Ridge Asset Management$262,208$99,191,202$4,643,013$103,834,215
12Lumina Wealth Management, LLC$305,684$117,270,432$4,697,344$121,967,776
13Wrenn Financial Strategies, Inc.$307,574$120,286,080$30,424,938$150,711,018
14Triad Financial Advisors, Inc.$311,158$608,368,411$19,547,852$627,916,263
15Willingdon Wealth Management Inc.$317,279$638,410,857$5,030,279$643,441,136
16Beacon Financial Strategies Corp.$317,424$152,301,999$2,918,211$155,220,210
17Strathmore Capital Advisors$322,957$213,474,305$213,474,305
18Bluesky Wealth Advisors$345,845$426,080,912$426,080,912
19Auctus Advisors LLC$372,182$131,752,471$131,752,471
20Frazier Financial Consultants, LLC$372,535$112,505,650$112,505,650
21Hollingsworth Avent Averre & Purvis, Pa$374,801$101,945,833$101,945,833
22Zuraw Financial Advisors$392,675$214,007,931$214,007,931
23Kuhn Advisors, Inc.$399,462$331,953,061$331,953,061
24Woodward Financial Advisors, Inc.$410,659$324,420,238$324,420,238
25Defender Capital$416,062$159,900,000$700,000$160,600,000
26Keatley Wealth Management, LLC$448,324$152,878,636$152,878,636
27Hayden Harper Advisory, LLC$455,448$110,673,873$110,673,873
28Altamont Capital Management$460,208$133,000,000$133,000,000
29Capital Management$482,129$136,195,850$52,316,403$188,512,253
30Carolina Capital Consulting, Inc.$510,051$284,098,580$284,098,580
31Altavista Wealth Management, Inc.$526,842$469,480,873$18,375,197$487,856,070
32Kingfisher Capital, LLC$548,968$319,499,095$319,499,095
33Old Peak Finance$561,714$204,463,975$204,463,975
34Arbor Investment Advisors$584,687$509,791,633$21,104,137$530,895,770
35Camden Financial Management, Inc.$590,029$110,335,502$110,335,502
36Stearns Financial Group$619,532$1,310,310,191$1,310,310,191
37Hilltop Wealth Advisors, LLC$620,879$240,900,910$240,900,910
38Greerwalker Wealth Management LLC$708,038$407,121,620$407,121,620
39Novare Capital Management$757,163$977,011,765$2,000,000$979,011,765
40Arjuna Capital, LLC$806,618$211,333,852$211,333,852
41Salem Investment Counselors Inc$821,423$1,356,991,192$1,356,991,192
42Townsend Asset Management Corp.$837,720$249,999,813$7,180,260$257,180,073
43Sheets Smith Wealth Management$890,115$724,553,284$724,553,284
44Altrius Capital Management, Inc.$937,445$352,680,110$736,640$353,416,750
45Hamilton Point Investment Advisors$941,463$460,375,636$460,375,636
46Financial Planning Services, Inc.$1,007,839$112,877,931$112,877,931
47Boys Arnold & Co. Inc.$1,038,679$1,091,651,390$1,091,651,390
48Smith, Salley & Associates$1,229,161$1,377,889,908$1,377,889,908
49Delegate Advisors, LLC$1,337,693$147,404,496$647,185,282$794,589,778
50Rinehart Wealth & Investment Advisory$1,564,356$474,000,000$474,000,000
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Showing 1 to 50 of 56 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.

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