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$425,599$558,833,039$50,199,694$609,032,733
2Alpha Financial Advisors, LLC$263,362$340,938,736$641,889$341,580,625
3Altamont Capital Management, LLC.$599,321$195,977,836$195,977,836
4Altavista Wealth Management, Inc.$648,912$592,931,197$8,610,529$601,541,726
5Altrius Capital Management, Inc.$880,567$364,976,454$6,622,768$371,599,222
6Arbor Investment Advisors, LLC$720,959$728,731,460$15,298,339$744,029,799
7Arjuna Capital, LLC$905,180$296,898,901$296,898,901
8Armor Investment Advisors, LLC$558,565$287,661,009$287,661,009
9Auctus Advisors LLC$548,384$263,115,315$657,297$263,772,612
10Beacon Financial Strategies Corp.$445,837$205,281,006$3,370,726$208,651,732
11Beacon Wealthcare LLC$254,761$198,071,176$4,718,655$202,789,831
12BEACON WEALTHCARE, INC.$242,652$188,229,555$3,707,785$191,937,340
13Bluesky Wealth Advisors, LLC$426,759$560,761,458$560,761,458
14Bragg Financial Advisors Inc$1,723,918$2,272,123,381$2,272,123,381
15BRC Wealth Management, LLC$490,923$185,568,840$185,568,840
16BULL CITY ADVISORS, LLC$2,202,546$118,937,492$118,937,492
17Camden Financial Management, Inc.$636,404$129,190,002$129,190,002
18Capital Developers, LLC$287,011$129,998,902$3,174,073$133,172,975
19Capital Management LLC$615,606$183,277,017$93,129,922$276,406,939
20Carolina Capital Consulting, Inc.$617,308$364,211,716$364,211,716
21Cascades Capital Asset Management, LLC$335,487$165,750,006$24,806,732$190,556,738
22Cassia Capital Partners LLC$450,457$132,884,742$132,884,742
23Collegiate Capital Management, Inc.$259,441$397,259,516$41,974,475$439,233,991
24Colony Family Offices, LLC$7,132,859$1,940,821,644$42,113,128$1,982,934,772
25Cook Wealth Management Group, LLC$447,918$405,365,714$405,365,714
26Copperleaf Capital, LLC$285,367$141,716,624$14,664,414$156,381,038
27Cornerstone Planning, LLC$219,132$130,651,280$5,210,582$135,861,862
28Crown Wealth Group LLC$217,401$111,526,652$111,526,652
29Defender Capital LLC$839,817$365,600,000$1,400,000$367,000,000
30Delegate Advisors, LLC$1,277,820$146,560,527$736,413,163$882,973,690
31FINANCIAL PLANNING SERVICES, INC.$510,663$141,453,548$141,453,548
32Financial Symmetry Incorporated$199,141$284,256,771$380,476,878$664,733,649
33First Financial Group Corporation$272,480$190,191,000$190,191,000
34Frazier Financial Consultants, LLC$496,308$146,410,967$146,410,967
35Gragg & Gragg, L.L.P.$820,202$140,254,507$140,254,507
36GREERWALKER WEALTH MANAGEMENT LLC$1,799,116$309,447,871$309,447,871
37Guardian Wealth Advisors, LLC$315,288$131,827,631$17,619,035$149,446,666
38Hamilton Point Investment Advisors, LLC$1,106,118$639,336,306$639,336,306
39Harbor Capital Management Inc$527,111$224,420,822$69,706,903$294,127,725
40Hayden Harper Wealth Advisory, LLC$537,129$140,727,707$140,727,707
41Hilltop Wealth Advisors, LLC$259,568$335,361,704$335,361,704
42Hollingsworth Avent Averre & Purvis, Pa$812,109$127,501,078$127,501,078
43Horizons Wealth Management, Inc.$269,299$122,530,878$122,530,878
44Investor Advisory Group, LLC$323,956$141,568,794$141,568,794
45Ironsides Asset Advisors, LLC$1,688,391$386,633,541$236,382,865$623,016,406
46Kenneth Frenke & Co., Inc.$657,801$155,241,009$155,241,009
47Kingfisher Capital, LLC$1,721,898$494,184,812$494,184,812
48Kuhn Advisors, Inc.$452,562$511,395,178$511,395,178
49Kure Advisory, LLC$151,511$100,300,000$100,300,000
50Live Oak Private Wealth, LLC$698,592$592,405,648$592,405,648
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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.