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
1ABSHER WEALTH MANAGEMENT, LLC$376,282$446,763,275$45,413,843$492,177,118
2ACCRUENT WEALTH ADVISORS$202,966$17,489,841$90,081,993$107,571,834
3ALPHA FINANCIAL ADVISORS, LLC$235,049$287,230,142$287,230,142
4ALTAMONT CAPITAL MANAGEMENT$532,084$164,413,818$164,413,818
5ALTAVISTA WEALTH MANAGEMENT, INC.$638,302$539,972,137$15,350,625$555,322,762
6ALTRIUS CAPITAL MANAGEMENT, INC.$857,338$337,435,061$7,214,914$344,649,975
7ARBOR INVESTMENT ADVISORS$657,667$619,001,795$16,962,251$635,964,046
8ARJUNA CAPITAL, LLC$899,986$254,696,072$254,696,072
9ARMOR INVESTMENT ADVISORS, LLC$526,177$260,457,681$260,457,681
10AUCTUS ADVISORS LLC$458,981$199,568,538$547,202$200,115,740
11BEACON FINANCIAL STRATEGIES CORP.$411,442$186,156,385$3,106,799$189,263,184
12BEACON WEALTHCARE, INC.$242,652$188,229,555$3,707,785$191,937,340
13BLUESKY WEALTH ADVISORS, LLC$375,510$453,240,307$453,240,307
14BRAGG FINANCIAL ADVISORS INC$1,408,009$1,775,499,964$1,775,499,964
15BRC WEALTH MANAGEMENT, LLC$609,895$169,550,673$169,550,673
16BULL CITY ADVISORS, LLC$2,202,546$118,937,492$118,937,492
17CAMDEN FINANCIAL MANAGEMENT, INC.$607,658$116,670,353$116,670,353
18CAPITAL MANAGEMENT LLC$522,092$166,738,060$66,115,061$232,853,121
19CAROLINA CAPITAL CONSULTING, INC.$563,240$335,127,929$335,127,929
20CASCADES CAPITAL ASSET MANAGEMENT, LLC$267,865$133,363,593$13,961,907$147,325,500
21CASSIA CAPITAL PARTNERS LLC$402,132$110,184,091$110,184,091
22CLEARVIEW WEALTH MANAGEMENT$309,629$111,776,000$111,776,000
23COLLEGIATE CAPITAL MANAGEMENT, INC.$220,833$325,160,977$38,550,184$363,711,161
24COLONY FAMILY OFFICES, LLC$4,794,873$1,743,378,518$30,724,549$1,774,103,067
25COOK WEALTH MANAGEMENT GROUP LLC$443,853$375,943,131$375,943,131
26COPPERLEAF CAPITAL, LLC$246,089$130,027,825$15,164,738$145,192,563
27CORNERSTONE WEALTH PLANNING$203,792$110,468,176$4,878,289$115,346,465
28DEFENDER CAPITAL$567,500$226,100,000$900,000$227,000,000
29DELEGATE ADVISORS, LLC$1,203,471$171,052,821$640,086,312$811,139,133
30FINANCIAL PLANNING SERVICES, INC.$510,663$141,453,548$141,453,548
31FINANCIAL SYMMETRY INC.$158,620$174,323,297$303,757,193$478,080,490
32FIRST FINANCIAL GROUP$217,781$147,873,031$147,873,031
33FRAZIER FINANCIAL CONSULTANTS, LLC$436,527$130,521,555$130,521,555
34GREERWALKER WEALTH MANAGEMENT LLC$1,799,116$309,447,871$309,447,871
35GUARDIAN WEALTH ADVISORS, LLC$265,254$114,589,611$114,589,611
36HAMILTON POINT INVESTMENT ADVISORS, LLC$961,087$524,753,580$524,753,580
37HAYDEN HARPER WEALTH ADVISORY, LLC$474,435$113,864,454$113,864,454
38HILLTOP WEALTH ADVISORS, LLC$719,348$290,616,666$290,616,666
39HOLLINGSWORTH AVENT AVERRE & PURVIS, PA$1,246,809$119,693,644$119,693,644
40HORIZONS WEALTH MANAGEMENT$269,081$106,825,078$106,825,078
41IRONSIDES ASSET ADVISORS, LLC$1,982,359$385,832,431$292,134,387$677,966,818
42KENNETH FRENKE & CO$222,953$146,034,001$146,034,001
43KINGFISHER CAPITAL, LLC$651,135$382,216,097$382,216,097
44KUHN ADVISORS, INC.$445,666$395,751,577$395,751,577
45LIVE OAK PRIVATE WEALTH, LLC$542,944$454,444,507$454,444,507
46LUMINA WEALTH MANAGEMENT, LLC$315,489$126,290,643$5,583,908$131,874,551
47MCSHANE PARTNERS$1,646,154$535,000,000$535,000,000
48MILESTONE WEALTH$239,244$113,162,243$113,162,243
49NOVARE CAPITAL MANAGEMENT$832,353$1,160,240,946$2,556,060$1,162,797,006
50OLD PEAK FINANCE$628,382$266,433,825$266,433,825
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Showing 1 to 50 of 74 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.