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.

Filters

# of employees

MinMax

High-net-worth client assets

Total AUM

MinMax

Total accounts

MinMax

Discretionary AUM

MinMax

Avg. discretionary account AUM

MinMax

Non-discretionary AUM

MinMax

Non-discretionary accounts

MinMax

Average non-discretionary account AUM

MinMax

Avg. account AUM

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

Showing 1 to 50 of 74 entries

Page 1 | 2

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.