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.

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Rank Business Name Avg. account AUM Discretionary AUM Non-discretionary AUM Total AUM
1Colony Family Offices, LLC$7,132,859$1,940,821,644$42,113,128$1,982,934,772
2BULL CITY ADVISORS, LLC$2,202,546$118,937,492$118,937,492
3Novare Capital Management$2,104,274$1,221,876,662$2,810,878$1,224,687,540
4Reichard Capital, LLC$1,878,303$308,041,716$308,041,716
5GREERWALKER WEALTH MANAGEMENT LLC$1,799,116$309,447,871$309,447,871
6Bragg Financial Advisors Inc$1,723,918$2,272,123,381$2,272,123,381
7Kingfisher Capital, LLC$1,721,898$494,184,812$494,184,812
8Ironsides Asset Advisors, LLC$1,688,391$386,633,541$236,382,865$623,016,406
9MCSHANE PARTNERS$1,646,154$535,000,000$535,000,000
10Sjbenen Advisory, LLC$1,348,168$133,468,672$133,468,672
11Smith, Salley & Associates, LLC$1,299,959$2,025,980,505$654,840$2,026,635,345
12Delegate Advisors, LLC$1,277,820$146,560,527$736,413,163$882,973,690
13Sapere Wealth Management, LLC$1,201,469$267,927,650$267,927,650
14Sheets Smith Wealth Management$1,190,246$998,616,543$998,616,543
15Hamilton Point Investment Advisors, LLC$1,106,118$639,336,306$639,336,306
16STONEGATE WEALTH MANAGEMENT, LLC$1,103,834$157,325,000$2,731,000$160,056,000
17Salem Investment Counselors Inc$1,030,874$1,969,210,901$26,562,068$1,995,772,969
18Arjuna Capital, LLC$905,180$296,898,901$296,898,901
19Altrius Capital Management, Inc.$880,567$364,976,454$6,622,768$371,599,222
20Defender Capital LLC$839,817$365,600,000$1,400,000$367,000,000
21Gragg & Gragg, L.L.P.$820,202$140,254,507$140,254,507
22Hollingsworth Avent Averre & Purvis, Pa$812,109$127,501,078$127,501,078
23Old Peak Finance LLC$721,760$327,679,141$327,679,141
24Arbor Investment Advisors, LLC$720,959$728,731,460$15,298,339$744,029,799
25Live Oak Private Wealth, LLC$698,592$592,405,648$592,405,648
26Kenneth Frenke & Co., Inc.$657,801$155,241,009$155,241,009
27Altavista Wealth Management, Inc.$648,912$592,931,197$8,610,529$601,541,726
28Camden Financial Management, Inc.$636,404$129,190,002$129,190,002
29STEARNS FINANCIAL GROUP$625,790$1,439,316,947$1,439,316,947
30Carolina Capital Consulting, Inc.$617,308$364,211,716$364,211,716
31Capital Management LLC$615,606$183,277,017$93,129,922$276,406,939
32Altamont Capital Management, LLC.$599,321$195,977,836$195,977,836
33Smith Partners Wealth Management, LLC$598,676$127,518,014$127,518,014
34Woodward Financial Advisors, Inc.$596,112$470,928,308$470,928,308
35Powell Financial, Inc.$593,162$156,001,580$156,001,580
36Parsec Financial Management Inc$592,022$3,227,398,811$200,407,546$3,427,806,357
37Armor Investment Advisors, LLC$558,565$287,661,009$287,661,009
38Auctus Advisors LLC$548,384$263,115,315$657,297$263,772,612
39Timonier Family Office, Ltd.$537,473$258,216,230$78,779,453$336,995,683
40Hayden Harper Wealth Advisory, LLC$537,129$140,727,707$140,727,707
41Harbor Capital Management Inc$527,111$224,420,822$69,706,903$294,127,725
42Veratis Advisors, Inc.$521,411$120,330,715$15,757,548$136,088,263
43FINANCIAL PLANNING SERVICES, INC.$510,663$141,453,548$141,453,548
44Frazier Financial Consultants, LLC$496,308$146,410,967$146,410,967
45BRC Wealth Management, LLC$490,923$185,568,840$185,568,840
46Wrenn Financial Strategies, Inc.$477,531$186,988,231$38,406,313$225,394,544
47Verum Partners LLC$463,526$168,308,322$92,193,142$260,501,464
48Kuhn Advisors, Inc.$452,562$511,395,178$511,395,178
49Cassia Capital Partners LLC$450,457$132,884,742$132,884,742
50Zuraw Financial Advisors, LLC$450,407$269,793,947$269,793,947
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Showing 1 to 50 of 84 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 Carline Murphy.

*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.