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 |
|---|---|---|---|---|---|
| 1 | Colony Family Offices, LLC | $7,132,859 | $1,940,821,644 | $42,113,128 | $1,982,934,772 |
| 2 | BULL CITY ADVISORS, LLC | $2,202,546 | $118,937,492 | — | $118,937,492 |
| 3 | Novare Capital Management | $2,104,274 | $1,221,876,662 | $2,810,878 | $1,224,687,540 |
| 4 | Reichard Capital, LLC | $1,878,303 | $308,041,716 | — | $308,041,716 |
| 5 | GREERWALKER WEALTH MANAGEMENT LLC | $1,799,116 | $309,447,871 | — | $309,447,871 |
| 6 | Bragg Financial Advisors Inc | $1,723,918 | $2,272,123,381 | — | $2,272,123,381 |
| 7 | Kingfisher Capital, LLC | $1,721,898 | $494,184,812 | — | $494,184,812 |
| 8 | Ironsides Asset Advisors, LLC | $1,688,391 | $386,633,541 | $236,382,865 | $623,016,406 |
| 9 | MCSHANE PARTNERS | $1,646,154 | $535,000,000 | — | $535,000,000 |
| 10 | Sjbenen Advisory, LLC | $1,348,168 | $133,468,672 | — | $133,468,672 |
| 11 | Smith, Salley & Associates, LLC | $1,299,959 | $2,025,980,505 | $654,840 | $2,026,635,345 |
| 12 | Delegate Advisors, LLC | $1,277,820 | $146,560,527 | $736,413,163 | $882,973,690 |
| 13 | Sapere Wealth Management, LLC | $1,201,469 | $267,927,650 | — | $267,927,650 |
| 14 | Sheets Smith Wealth Management | $1,190,246 | $998,616,543 | — | $998,616,543 |
| 15 | Hamilton Point Investment Advisors, LLC | $1,106,118 | $639,336,306 | — | $639,336,306 |
| 16 | STONEGATE WEALTH MANAGEMENT, LLC | $1,103,834 | $157,325,000 | $2,731,000 | $160,056,000 |
| 17 | Salem Investment Counselors Inc | $1,030,874 | $1,969,210,901 | $26,562,068 | $1,995,772,969 |
| 18 | Arjuna Capital, LLC | $905,180 | $296,898,901 | — | $296,898,901 |
| 19 | Altrius Capital Management, Inc. | $880,567 | $364,976,454 | $6,622,768 | $371,599,222 |
| 20 | Defender Capital LLC | $839,817 | $365,600,000 | $1,400,000 | $367,000,000 |
| 21 | Gragg & Gragg, L.L.P. | $820,202 | $140,254,507 | — | $140,254,507 |
| 22 | Hollingsworth Avent Averre & Purvis, Pa | $812,109 | $127,501,078 | — | $127,501,078 |
| 23 | Old Peak Finance LLC | $721,760 | — | $327,679,141 | $327,679,141 |
| 24 | Arbor Investment Advisors, LLC | $720,959 | $728,731,460 | $15,298,339 | $744,029,799 |
| 25 | Live Oak Private Wealth, LLC | $698,592 | $592,405,648 | — | $592,405,648 |
| 26 | Kenneth Frenke & Co., Inc. | $657,801 | $155,241,009 | — | $155,241,009 |
| 27 | Altavista Wealth Management, Inc. | $648,912 | $592,931,197 | $8,610,529 | $601,541,726 |
| 28 | Camden Financial Management, Inc. | $636,404 | $129,190,002 | — | $129,190,002 |
| 29 | STEARNS FINANCIAL GROUP | $625,790 | $1,439,316,947 | — | $1,439,316,947 |
| 30 | Carolina Capital Consulting, Inc. | $617,308 | $364,211,716 | — | $364,211,716 |
| 31 | Capital Management LLC | $615,606 | $183,277,017 | $93,129,922 | $276,406,939 |
| 32 | Altamont Capital Management, LLC. | $599,321 | $195,977,836 | — | $195,977,836 |
| 33 | Smith Partners Wealth Management, LLC | $598,676 | $127,518,014 | — | $127,518,014 |
| 34 | Woodward Financial Advisors, Inc. | $596,112 | $470,928,308 | — | $470,928,308 |
| 35 | Powell Financial, Inc. | $593,162 | $156,001,580 | — | $156,001,580 |
| 36 | Parsec Financial Management Inc | $592,022 | $3,227,398,811 | $200,407,546 | $3,427,806,357 |
| 37 | Armor Investment Advisors, LLC | $558,565 | $287,661,009 | — | $287,661,009 |
| 38 | Auctus Advisors LLC | $548,384 | $263,115,315 | $657,297 | $263,772,612 |
| 39 | Timonier Family Office, Ltd. | $537,473 | $258,216,230 | $78,779,453 | $336,995,683 |
| 40 | Hayden Harper Wealth Advisory, LLC | $537,129 | $140,727,707 | — | $140,727,707 |
| 41 | Harbor Capital Management Inc | $527,111 | $224,420,822 | $69,706,903 | $294,127,725 |
| 42 | Veratis Advisors, Inc. | $521,411 | $120,330,715 | $15,757,548 | $136,088,263 |
| 43 | FINANCIAL PLANNING SERVICES, INC. | $510,663 | $141,453,548 | — | $141,453,548 |
| 44 | Frazier Financial Consultants, LLC | $496,308 | $146,410,967 | — | $146,410,967 |
| 45 | BRC Wealth Management, LLC | $490,923 | $185,568,840 | — | $185,568,840 |
| 46 | Wrenn Financial Strategies, Inc. | $477,531 | $186,988,231 | $38,406,313 | $225,394,544 |
| 47 | Verum Partners LLC | $463,526 | $168,308,322 | $92,193,142 | $260,501,464 |
| 48 | Kuhn Advisors, Inc. | $452,562 | $511,395,178 | — | $511,395,178 |
| 49 | Cassia Capital Partners LLC | $450,457 | $132,884,742 | — | $132,884,742 |
| 50 | Zuraw Financial Advisors, LLC | $450,407 | $269,793,947 | — | $269,793,947 |
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 Research.
Reprints: For reprints of these rankings, please contact Caroline Murphy.
*Methodology: InvestmentNews qualified 2,756 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2020, (2) total AUM is at least $100M, (3) does not have employees who are registered representatives of a broker-dealer, (4) managed assets for individual 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 July 2021.
