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
1Capital Management Llc$7,202,969$864,661,760$122,144,946$986,806,706
2Colony Family Offices$4,524,180$1,576,870,343$47,310,290$1,624,180,633
3Biltmore Family Office, LLC$2,263,571$887,552,705$696,947,068$1,584,499,773
4Bull City Advisors, LLC$1,887,909$105,722,902$105,722,902
5Ironsides Asset Advisors$1,778,582$416,436,846$166,937,895$583,374,741
6Sapere Wealth Management, LLC$1,772,936$436,142,152$436,142,152
7Rinehart Wealth & Investment Advisory$1,564,356$474,000,000$474,000,000
8Delegate Advisors, LLC$1,337,693$147,404,496$647,185,282$794,589,778
9Smith, Salley & Associates$1,229,161$1,377,889,908$1,377,889,908
10Boys Arnold & Co. Inc.$1,038,679$1,091,651,390$1,091,651,390
11Financial Planning Services, Inc.$1,007,839$112,877,931$112,877,931
12Hamilton Point Investment Advisors$941,463$460,375,636$460,375,636
13Altrius Capital Management, Inc.$937,445$352,680,110$736,640$353,416,750
14Sheets Smith Wealth Management$890,115$724,553,284$724,553,284
15Townsend Asset Management Corp.$837,720$249,999,813$7,180,260$257,180,073
16Salem Investment Counselors Inc$821,423$1,356,991,192$1,356,991,192
17Arjuna Capital, LLC$806,618$211,333,852$211,333,852
18Novare Capital Management$757,163$977,011,765$2,000,000$979,011,765
19Greerwalker Wealth Management LLC$708,038$407,121,620$407,121,620
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
28Capital Management$482,129$136,195,850$52,316,403$188,512,253
29Altamont Capital Management$460,208$133,000,000$133,000,000
30Hayden Harper Advisory, LLC$455,448$110,673,873$110,673,873
31Keatley Wealth Management, LLC$448,324$152,878,636$152,878,636
32Defender Capital$416,062$159,900,000$700,000$160,600,000
33Woodward Financial Advisors, Inc.$410,659$324,420,238$324,420,238
34Kuhn Advisors, Inc.$399,462$331,953,061$331,953,061
35Zuraw Financial Advisors$392,675$214,007,931$214,007,931
36Hollingsworth Avent Averre & Purvis, Pa$374,801$101,945,833$101,945,833
37Frazier Financial Consultants, LLC$372,535$112,505,650$112,505,650
38Auctus Advisors LLC$372,182$131,752,471$131,752,471
39Bluesky Wealth Advisors$345,845$426,080,912$426,080,912
40Strathmore Capital Advisors$322,957$213,474,305$213,474,305
41Beacon Financial Strategies Corp.$317,424$152,301,999$2,918,211$155,220,210
42Willingdon Wealth Management Inc.$317,279$638,410,857$5,030,279$643,441,136
43Triad Financial Advisors, Inc.$311,158$608,368,411$19,547,852$627,916,263
44Wrenn Financial Strategies, Inc.$307,574$120,286,080$30,424,938$150,711,018
45Lumina Wealth Management, LLC$305,684$117,270,432$4,697,344$121,967,776
46Park Ridge Asset Management$262,208$99,191,202$4,643,013$103,834,215
47Penland Legacy Advisors$253,649$100,720,042$12,914,916$113,634,958
48Whitener Capital Management, Inc$234,329$170,025,000$50,479,000$220,504,000
49Kenneth Frenke & Co$198,114$129,764,381$129,764,381
50ALPha Financial Advisors$194,654$214,258,691$8,814,758$223,073,449
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Showing 1 to 50 of 56 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.

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