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 | Capital Management Llc | $7,202,969 | $864,661,760 | $122,144,946 | $986,806,706 |
| 2 | Colony Family Offices | $4,524,180 | $1,576,870,343 | $47,310,290 | $1,624,180,633 |
| 3 | Biltmore Family Office, LLC | $2,263,571 | $887,552,705 | $696,947,068 | $1,584,499,773 |
| 4 | Bull City Advisors, LLC | $1,887,909 | $105,722,902 | — | $105,722,902 |
| 5 | Ironsides Asset Advisors | $1,778,582 | $416,436,846 | $166,937,895 | $583,374,741 |
| 6 | Sapere Wealth Management, LLC | $1,772,936 | $436,142,152 | — | $436,142,152 |
| 7 | Rinehart Wealth & Investment Advisory | $1,564,356 | $474,000,000 | — | $474,000,000 |
| 8 | Delegate Advisors, LLC | $1,337,693 | $147,404,496 | $647,185,282 | $794,589,778 |
| 9 | Smith, Salley & Associates | $1,229,161 | $1,377,889,908 | — | $1,377,889,908 |
| 10 | Boys Arnold & Co. Inc. | $1,038,679 | $1,091,651,390 | — | $1,091,651,390 |
| 11 | Financial Planning Services, Inc. | $1,007,839 | $112,877,931 | — | $112,877,931 |
| 12 | Hamilton Point Investment Advisors | $941,463 | $460,375,636 | — | $460,375,636 |
| 13 | Altrius Capital Management, Inc. | $937,445 | $352,680,110 | $736,640 | $353,416,750 |
| 14 | Sheets Smith Wealth Management | $890,115 | $724,553,284 | — | $724,553,284 |
| 15 | Townsend Asset Management Corp. | $837,720 | $249,999,813 | $7,180,260 | $257,180,073 |
| 16 | Salem Investment Counselors Inc | $821,423 | $1,356,991,192 | — | $1,356,991,192 |
| 17 | Arjuna Capital, LLC | $806,618 | $211,333,852 | — | $211,333,852 |
| 18 | Novare Capital Management | $757,163 | $977,011,765 | $2,000,000 | $979,011,765 |
| 19 | Greerwalker Wealth Management LLC | $708,038 | $407,121,620 | — | $407,121,620 |
| 20 | Hilltop Wealth Advisors, LLC | $620,879 | $240,900,910 | — | $240,900,910 |
| 21 | Stearns Financial Group | $619,532 | $1,310,310,191 | — | $1,310,310,191 |
| 22 | Camden Financial Management, Inc. | $590,029 | $110,335,502 | — | $110,335,502 |
| 23 | Arbor Investment Advisors | $584,687 | $509,791,633 | $21,104,137 | $530,895,770 |
| 24 | Old Peak Finance | $561,714 | — | $204,463,975 | $204,463,975 |
| 25 | Kingfisher Capital, LLC | $548,968 | $319,499,095 | — | $319,499,095 |
| 26 | Altavista Wealth Management, Inc. | $526,842 | $469,480,873 | $18,375,197 | $487,856,070 |
| 27 | Carolina Capital Consulting, Inc. | $510,051 | $284,098,580 | — | $284,098,580 |
| 28 | Capital Management | $482,129 | $136,195,850 | $52,316,403 | $188,512,253 |
| 29 | Altamont Capital Management | $460,208 | $133,000,000 | — | $133,000,000 |
| 30 | Hayden Harper Advisory, LLC | $455,448 | $110,673,873 | — | $110,673,873 |
| 31 | Keatley Wealth Management, LLC | $448,324 | $152,878,636 | — | $152,878,636 |
| 32 | Defender Capital | $416,062 | $159,900,000 | $700,000 | $160,600,000 |
| 33 | Woodward Financial Advisors, Inc. | $410,659 | $324,420,238 | — | $324,420,238 |
| 34 | Kuhn Advisors, Inc. | $399,462 | $331,953,061 | — | $331,953,061 |
| 35 | Zuraw Financial Advisors | $392,675 | $214,007,931 | — | $214,007,931 |
| 36 | Hollingsworth Avent Averre & Purvis, Pa | $374,801 | $101,945,833 | — | $101,945,833 |
| 37 | Frazier Financial Consultants, LLC | $372,535 | $112,505,650 | — | $112,505,650 |
| 38 | Auctus Advisors LLC | $372,182 | $131,752,471 | — | $131,752,471 |
| 39 | Bluesky Wealth Advisors | $345,845 | $426,080,912 | — | $426,080,912 |
| 40 | Strathmore Capital Advisors | $322,957 | $213,474,305 | — | $213,474,305 |
| 41 | Beacon Financial Strategies Corp. | $317,424 | $152,301,999 | $2,918,211 | $155,220,210 |
| 42 | Willingdon Wealth Management Inc. | $317,279 | $638,410,857 | $5,030,279 | $643,441,136 |
| 43 | Triad Financial Advisors, Inc. | $311,158 | $608,368,411 | $19,547,852 | $627,916,263 |
| 44 | Wrenn Financial Strategies, Inc. | $307,574 | $120,286,080 | $30,424,938 | $150,711,018 |
| 45 | Lumina Wealth Management, LLC | $305,684 | $117,270,432 | $4,697,344 | $121,967,776 |
| 46 | Park Ridge Asset Management | $262,208 | $99,191,202 | $4,643,013 | $103,834,215 |
| 47 | Penland Legacy Advisors | $253,649 | $100,720,042 | $12,914,916 | $113,634,958 |
| 48 | Whitener Capital Management, Inc | $234,329 | $170,025,000 | $50,479,000 | $220,504,000 |
| 49 | Kenneth Frenke & Co | $198,114 | $129,764,381 | — | $129,764,381 |
| 50 | ALPha Financial Advisors | $194,654 | $214,258,691 | $8,814,758 | $223,073,449 |
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.
