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
1FINANCIAL SYMMETRY INC.$158,620$174,323,297$303,757,193$478,080,490
2PRIVATE WEALTH MANAGEMENT OF NORTH CAROLINA LLC$172,939$116,936,960$1,180,672$118,117,632
3SPARTAN PLANNING GROUP$175,552$82,762,946$49,428,036$132,190,982
4OMNISTAR FINANCIAL GROUP, INC.$177,547$185,181,778$185,181,778
5ACCRUENT WEALTH ADVISORS$202,966$17,489,841$90,081,993$107,571,834
6CORNERSTONE WEALTH PLANNING$203,792$110,468,176$4,878,289$115,346,465
7FIRST FINANCIAL GROUP$217,781$147,873,031$147,873,031
8COLLEGIATE CAPITAL MANAGEMENT, INC.$220,833$325,160,977$38,550,184$363,711,161
9KENNETH FRENKE & CO$222,953$146,034,001$146,034,001
10RELIANT INVESTMENT PARTNERS, LLC$223,281$160,539,384$160,539,384
11ALPHA FINANCIAL ADVISORS, LLC$235,049$287,230,142$287,230,142
12MILESTONE WEALTH$239,244$113,162,243$113,162,243
13BEACON WEALTHCARE, INC.$242,652$188,229,555$3,707,785$191,937,340
14COPPERLEAF CAPITAL, LLC$246,089$130,027,825$15,164,738$145,192,563
15GUARDIAN WEALTH ADVISORS, LLC$265,254$114,589,611$114,589,611
16CASCADES CAPITAL ASSET MANAGEMENT, LLC$267,865$133,363,593$13,961,907$147,325,500
17HORIZONS WEALTH MANAGEMENT$269,081$106,825,078$106,825,078
18WHITENER CAPITAL MANAGEMENT, INC$291,058$247,007,551$44,632,405$291,639,956
19PARK RIDGE ASSET MANAGEMENT$303,901$129,390,296$5,237,682$134,627,978
20CLEARVIEW WEALTH MANAGEMENT$309,629$111,776,000$111,776,000
21LUMINA WEALTH MANAGEMENT, LLC$315,489$126,290,643$5,583,908$131,874,551
22STRATHMORE CAPITAL ADVISORS$319,834$269,300,327$269,300,327
23TOWNSEND ASSET MANAGEMENT CORP.$347,785$251,350,146$11,227,392$262,577,538
24TRIAD FINANCIAL ADVISORS, INC.$348,988$698,332,542$21,979,066$720,311,608
25BLUESKY WEALTH ADVISORS, LLC$375,510$453,240,307$453,240,307
26ABSHER WEALTH MANAGEMENT, LLC$376,282$446,763,275$45,413,843$492,177,118
27ZURAW FINANCIAL ADVISORS, LLC$398,439$238,266,817$238,266,817
28CASSIA CAPITAL PARTNERS LLC$402,132$110,184,091$110,184,091
29BEACON FINANCIAL STRATEGIES CORP.$411,442$186,156,385$3,106,799$189,263,184
30WRENN FINANCIAL STRATEGIES, INC.$413,374$161,201,795$35,150,670$196,352,465
31FRAZIER FINANCIAL CONSULTANTS, LLC$436,527$130,521,555$130,521,555
32COOK WEALTH MANAGEMENT GROUP LLC$443,853$375,943,131$375,943,131
33KUHN ADVISORS, INC.$445,666$395,751,577$395,751,577
34AUCTUS ADVISORS LLC$458,981$199,568,538$547,202$200,115,740
35HAYDEN HARPER WEALTH ADVISORY, LLC$474,435$113,864,454$113,864,454
36FINANCIAL PLANNING SERVICES, INC.$510,663$141,453,548$141,453,548
37PARSEC FINANCIAL$515,994$2,825,953,352$166,294,118$2,992,247,470
38CAPITAL MANAGEMENT LLC$522,092$166,738,060$66,115,061$232,853,121
39POWELL WEALTH$524,936$133,333,628$133,333,628
40ARMOR INVESTMENT ADVISORS, LLC$526,177$260,457,681$260,457,681
41ALTAMONT CAPITAL MANAGEMENT$532,084$164,413,818$164,413,818
42TIMONIER$533,477$244,159,274$71,125,786$315,285,060
43WOODWARD FINANCIAL ADVISORS, INC.$539,140$394,650,400$394,650,400
44LIVE OAK PRIVATE WEALTH, LLC$542,944$454,444,507$454,444,507
45CAROLINA CAPITAL CONSULTING, INC.$563,240$335,127,929$335,127,929
46DEFENDER CAPITAL$567,500$226,100,000$900,000$227,000,000
47CAMDEN FINANCIAL MANAGEMENT, INC.$607,658$116,670,353$116,670,353
48BRC WEALTH MANAGEMENT, LLC$609,895$169,550,673$169,550,673
49STEARNS FINANCIAL GROUP$625,790$1,439,316,947$1,439,316,947
50OLD PEAK FINANCE$628,382$266,433,825$266,433,825
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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 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.