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
1Old Peak Finance LLC$721,760$327,679,141$327,679,141
2Investor Advisory Group, LLC$323,956$141,568,794$141,568,794
3Wealth Management Group, Inc.$215,374$29,341,833$91,698,632$121,040,465
4Kure Advisory, LLC$151,511$100,300,000$100,300,000
5Spartan Planning & Wealth Management, LLC$197,464$106,920,917$75,930,321$182,851,238
6Crown Wealth Group LLC$217,401$111,526,652$111,526,652
7Private Wealth Management Of North Carolina LLC$176,505$116,610,080$765,776$117,375,856
8BULL CITY ADVISORS, LLC$2,202,546$118,937,492$118,937,492
9Veratis Advisors, Inc.$521,411$120,330,715$15,757,548$136,088,263
10Horizons Wealth Management, Inc.$269,299$122,530,878$122,530,878
11Sherclar, Inc$296,086$124,356,000$124,356,000
12Hollingsworth Avent Averre & Purvis, Pa$812,109$127,501,078$127,501,078
13Smith Partners Wealth Management, LLC$598,676$127,518,014$127,518,014
14Camden Financial Management, Inc.$636,404$129,190,002$129,190,002
15Capital Developers, LLC$287,011$129,998,902$3,174,073$133,172,975
16Transitus Wealth Partners LLC$325,422$131,470,468$131,470,468
17Lumina Wealth Management, LLC$307,626$132,140,106$4,753,297$136,893,403
18Cassia Capital Partners LLC$450,457$132,884,742$132,884,742
19Sjbenen Advisory, LLC$1,348,168$133,468,672$133,468,672
20Hayden Harper Wealth Advisory, LLC$537,129$140,727,707$140,727,707
21FINANCIAL PLANNING SERVICES, INC.$510,663$141,453,548$141,453,548
22Copperleaf Capital, LLC$285,367$141,716,624$14,664,414$156,381,038
23Frazier Financial Consultants, LLC$496,308$146,410,967$146,410,967
24Delegate Advisors, LLC$1,277,820$146,560,527$736,413,163$882,973,690
25Park Ridge Asset Management LLC$333,163$154,947,882$4,637,193$159,585,075
26Kenneth Frenke & Co., Inc.$657,801$155,241,009$155,241,009
27Powell Financial, Inc.$593,162$156,001,580$156,001,580
28STONEGATE WEALTH MANAGEMENT, LLC$1,103,834$157,325,000$2,731,000$160,056,000
29Cascades Capital Asset Management, LLC$335,487$165,750,006$24,806,732$190,556,738
30Verum Partners LLC$463,526$168,308,322$92,193,142$260,501,464
31Capital Management LLC$615,606$183,277,017$93,129,922$276,406,939
32BRC Wealth Management, LLC$490,923$185,568,840$185,568,840
33Wrenn Financial Strategies, Inc.$477,531$186,988,231$38,406,313$225,394,544
34First Financial Group Corporation$272,480$190,191,000$190,191,000
35Beacon Financial Strategies Corp.$445,837$205,281,006$3,370,726$208,651,732
36Omnistar Financial Group, Inc.$217,624$216,528,747$14,805,376$231,334,123
37Harbor Capital Management Inc$527,111$224,420,822$69,706,903$294,127,725
38Timonier Family Office, Ltd.$537,473$258,216,230$78,779,453$336,995,683
39Auctus Advisors LLC$548,384$263,115,315$657,297$263,772,612
40Sapere Wealth Management, LLC$1,201,469$267,927,650$267,927,650
41Zuraw Financial Advisors, LLC$450,407$269,793,947$269,793,947
42Whitener Capital Management, Inc$302,277$275,189,229$39,783,869$314,973,098
43Financial Symmetry Incorporated$199,141$284,256,771$380,476,878$664,733,649
44Townsend Asset Management Corp.$339,667$284,898,023$15,027,856$299,925,879
45Armor Investment Advisors, LLC$558,565$287,661,009$287,661,009
46Arjuna Capital, LLC$905,180$296,898,901$296,898,901
47Strathmore Capital Advisors, Inc.$388,401$297,903,343$297,903,343
48Reichard Capital, LLC$1,878,303$308,041,716$308,041,716
49GREERWALKER WEALTH MANAGEMENT LLC$1,799,116$309,447,871$309,447,871
50Hilltop Wealth Advisors, LLC$259,568$335,361,704$335,361,704
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Showing 1 to 50 of 75 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.