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 | $4,794,873 | $1,743,378,518 | $30,724,549 | $1,774,103,067 |
2 | BULL CITY ADVISORS, LLC | $2,202,546 | $118,937,492 | — | $118,937,492 |
3 | REICHARD CAPITAL, LLC | $2,095,866 | $270,366,684 | — | $270,366,684 |
4 | IRONSIDES ASSET ADVISORS, LLC | $1,982,359 | $385,832,431 | $292,134,387 | $677,966,818 |
5 | VERATIS ADVISORS, INC. | $1,946,429 | — | $109,000,000 | $109,000,000 |
6 | GREERWALKER WEALTH MANAGEMENT LLC | $1,799,116 | $309,447,871 | — | $309,447,871 |
7 | MCSHANE PARTNERS | $1,646,154 | $535,000,000 | — | $535,000,000 |
8 | BRAGG FINANCIAL ADVISORS INC | $1,408,009 | $1,775,499,964 | — | $1,775,499,964 |
9 | SAPERE WEALTH MANAGEMENT, LLC | $1,346,077 | $285,368,228 | — | $285,368,228 |
10 | HOLLINGSWORTH AVENT AVERRE & PURVIS, PA | $1,246,809 | $119,693,644 | — | $119,693,644 |
11 | DELEGATE ADVISORS, LLC | $1,203,471 | $171,052,821 | $640,086,312 | $811,139,133 |
12 | SMITH, SALLEY & ASSOCIATES, LLC | $1,196,230 | $1,691,469,449 | — | $1,691,469,449 |
13 | STONEGATE WEALTH MANAGEMENT, LLC | $1,103,834 | $157,325,000 | $2,731,000 | $160,056,000 |
14 | SHEETS SMITH WEALTH MANAGEMENT | $961,362 | $773,896,459 | — | $773,896,459 |
15 | HAMILTON POINT INVESTMENT ADVISORS, LLC | $961,087 | $524,753,580 | — | $524,753,580 |
16 | SALEM INVESTMENT COUNSELORS INC | $914,031 | $1,613,012,118 | $27,673,866 | $1,640,685,984 |
17 | ARJUNA CAPITAL, LLC | $899,986 | $254,696,072 | — | $254,696,072 |
18 | ALTRIUS CAPITAL MANAGEMENT, INC. | $857,338 | $337,435,061 | $7,214,914 | $344,649,975 |
19 | NOVARE CAPITAL MANAGEMENT | $832,353 | $1,160,240,946 | $2,556,060 | $1,162,797,006 |
20 | SJBENEN ADVISORY, LLC | $725,771 | $103,785,226 | — | $103,785,226 |
21 | HILLTOP WEALTH ADVISORS, LLC | $719,348 | $290,616,666 | — | $290,616,666 |
22 | ARBOR INVESTMENT ADVISORS | $657,667 | $619,001,795 | $16,962,251 | $635,964,046 |
23 | KINGFISHER CAPITAL, LLC | $651,135 | $382,216,097 | — | $382,216,097 |
24 | ALTAVISTA WEALTH MANAGEMENT, INC. | $638,302 | $539,972,137 | $15,350,625 | $555,322,762 |
25 | OLD PEAK FINANCE | $628,382 | — | $266,433,825 | $266,433,825 |
26 | STEARNS FINANCIAL GROUP | $625,790 | $1,439,316,947 | — | $1,439,316,947 |
27 | BRC WEALTH MANAGEMENT, LLC | $609,895 | $169,550,673 | — | $169,550,673 |
28 | CAMDEN FINANCIAL MANAGEMENT, INC. | $607,658 | $116,670,353 | — | $116,670,353 |
29 | DEFENDER CAPITAL | $567,500 | $226,100,000 | $900,000 | $227,000,000 |
30 | CAROLINA CAPITAL CONSULTING, INC. | $563,240 | $335,127,929 | — | $335,127,929 |
31 | LIVE OAK PRIVATE WEALTH, LLC | $542,944 | $454,444,507 | — | $454,444,507 |
32 | WOODWARD FINANCIAL ADVISORS, INC. | $539,140 | $394,650,400 | — | $394,650,400 |
33 | TIMONIER | $533,477 | $244,159,274 | $71,125,786 | $315,285,060 |
34 | ALTAMONT CAPITAL MANAGEMENT | $532,084 | $164,413,818 | — | $164,413,818 |
35 | ARMOR INVESTMENT ADVISORS, LLC | $526,177 | $260,457,681 | — | $260,457,681 |
36 | POWELL WEALTH | $524,936 | $133,333,628 | — | $133,333,628 |
37 | CAPITAL MANAGEMENT LLC | $522,092 | $166,738,060 | $66,115,061 | $232,853,121 |
38 | PARSEC FINANCIAL | $515,994 | $2,825,953,352 | $166,294,118 | $2,992,247,470 |
39 | FINANCIAL PLANNING SERVICES, INC. | $510,663 | $141,453,548 | — | $141,453,548 |
40 | HAYDEN HARPER WEALTH ADVISORY, LLC | $474,435 | $113,864,454 | — | $113,864,454 |
41 | AUCTUS ADVISORS LLC | $458,981 | $199,568,538 | $547,202 | $200,115,740 |
42 | KUHN ADVISORS, INC. | $445,666 | $395,751,577 | — | $395,751,577 |
43 | COOK WEALTH MANAGEMENT GROUP LLC | $443,853 | $375,943,131 | — | $375,943,131 |
44 | FRAZIER FINANCIAL CONSULTANTS, LLC | $436,527 | $130,521,555 | — | $130,521,555 |
45 | WRENN FINANCIAL STRATEGIES, INC. | $413,374 | $161,201,795 | $35,150,670 | $196,352,465 |
46 | BEACON FINANCIAL STRATEGIES CORP. | $411,442 | $186,156,385 | $3,106,799 | $189,263,184 |
47 | CASSIA CAPITAL PARTNERS LLC | $402,132 | $110,184,091 | — | $110,184,091 |
48 | ZURAW FINANCIAL ADVISORS, LLC | $398,439 | $238,266,817 | — | $238,266,817 |
49 | ABSHER WEALTH MANAGEMENT, LLC | $376,282 | $446,763,275 | $45,413,843 | $492,177,118 |
50 | BLUESKY WEALTH ADVISORS, LLC | $375,510 | $453,240,307 | — | $453,240,307 |
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 Sabrina Straub.
*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.