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
1Colony Family Offices, Llc$4,524,180$1,576,870,343$47,310,290$1,624,180,633
2Biltmore Family Office, Llc$2,263,571$887,552,705$696,947,068$1,584,499,773
3Bull City Advisors, Llc$1,887,909$105,722,902$105,722,902
4Ironsides Asset Advisors, Llc$1,778,582$416,436,846$166,937,895$583,374,741
5Sapere Wealth Management, LLC$1,772,936$436,142,152$436,142,152
6Mcshane Partners$1,564,356$474,000,000$474,000,000
7Delegate Advisors, Llc$1,337,693$147,404,496$647,185,282$794,589,778
8Smith, Salley & Associates, Llc$1,229,161$1,377,889,908$1,377,889,908
9Boys Arnold & Co. Inc.$1,038,679$1,091,651,390$1,091,651,390
10Financial Planning Services, Inc.$1,007,839$112,877,931$112,877,931
11Hamilton Point Investment Advisors, Llc$941,463$460,375,636$460,375,636
12Sheets Smith Wealth Management$890,115$724,553,284$724,553,284
13Townsend Asset Management Corp.$837,720$249,999,813$7,180,260$257,180,073
14Altrius Capital Management, Inc.$830,059$303,270,582$6,341,602$309,612,184
15Salem Investment Counselors Inc$821,423$1,356,991,192$1,356,991,192
16Arjuna Capital, Llc$805,922$211,151,447$211,151,447
17Novare Capital Management$757,163$977,011,765$2,000,000$979,011,765
18Greerwalker Wealth Management Llc$708,038$407,121,620$407,121,620
19Jolley Asset Management, Llc$664,386$244,494,045$244,494,045
20Hilltop Wealth Advisors, Llc$620,879$240,900,910$240,900,910
21Stearns Financial Group$619,532$1,310,310,191$1,310,310,191
22Camden Financial Management, Inc.$590,029$110,335,502$110,335,502
23Arbor Investment Advisors$584,687$509,791,633$21,104,137$530,895,770
24Old Peak Finance$561,714$204,463,975$204,463,975
25Kingfisher Capital, Llc$548,968$319,499,095$319,499,095
26Altavista Wealth Management, Inc.$526,842$469,480,873$18,375,197$487,856,070
27Carolina Capital Consulting, Inc.$510,051$284,098,580$284,098,580
28Live Oak Private Wealth, Llc$501,652$163,036,740$163,036,740
29Capital Management Llc$482,129$136,195,850$52,316,403$188,512,253
30Sheets Smith Investment Management, Llc$462,175$101,216,394$101,216,394
31Altamont Capital Management$460,208$133,000,000$133,000,000
33Hayden Harper Advisory, Llc$455,448$110,673,873$110,673,873
34Armor Investment Advisors, Llc$450,781$211,416,145$211,416,145
35Keatley Wealth Management, Llc$448,324$152,878,636$152,878,636
36Defender Capital$416,062$159,900,000$700,000$160,600,000
37Woodward Financial Advisors, Inc.$410,659$324,420,238$324,420,238
38Kuhn Advisors, Inc.$399,462$331,953,061$331,953,061
39Zuraw Financial Advisors, Llc$392,675$214,007,931$214,007,931
40Hollingsworth Avent Averre & Purvis, Pa$374,801$101,945,833$101,945,833
41Frazier Financial Consultants, Llc$372,535$112,505,650$112,505,650
42Auctus Advisors Llc$372,182$131,752,471$131,752,471
43Bluesky Wealth Advisors, Llc$345,845$426,080,912$426,080,912
44Cook Wealth Management Group Llc$333,825$302,779,262$302,779,262
45Strathmore Capital Advisors$322,957$213,474,305$213,474,305
46Beacon Financial Strategies Corp.$317,424$152,301,999$2,918,211$155,220,210
47Willingdon Wealth Management Llc$317,279$638,410,857$5,030,279$643,441,136
48Triad Financial Advisors, Inc.$311,158$608,368,411$19,547,852$627,916,263
49Wrenn Financial Strategies, Inc.$307,574$120,286,080$30,424,938$150,711,018
50Lumina Wealth Management, Llc$305,684$117,270,432$4,697,344$121,967,776
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Showing 1 to 50 of 65 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.