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$628,382$266,433,825$266,433,825
2Veratis Advisors, Inc.$1,946,429$109,000,000$109,000,000
3Accruent Wealth Advisors$202,966$17,489,841$90,081,993$107,571,834
4Spartan Planning Group$175,552$82,762,946$49,428,036$132,190,982
5Horizons Wealth Management$269,081$106,825,078$106,825,078
6Clearview Wealth Management$309,629$111,776,000$111,776,000
7Hayden Harper Wealth Advisory, Llc$474,435$113,864,454$113,864,454
8Camden Financial Management, Inc.$607,658$116,670,353$116,670,353
9Private Wealth Management Of North Carolina Llc$172,939$116,936,960$1,180,672$118,117,632
10Bull City Advisors, Llc$2,202,546$118,937,492$118,937,492
11Hollingsworth Avent Averre & Purvis, Pa$1,246,809$119,693,644$119,693,644
12Park Ridge Asset Management$303,901$129,390,296$5,237,682$134,627,978
13Copperleaf Capital, Llc$246,089$130,027,825$15,164,738$145,192,563
14Frazier Financial Consultants, Llc$436,527$130,521,555$130,521,555
15Powell Wealth$524,936$133,333,628$133,333,628
16Cascades Capital Asset Management, Llc$267,865$133,363,593$13,961,907$147,325,500
17Financial Planning Services, Inc.$510,663$141,453,548$141,453,548
18Kenneth Frenke & Co$222,953$146,034,001$146,034,001
19First Financial Group$217,781$147,873,031$147,873,031
20Wrenn Financial Strategies, Inc.$413,374$161,201,795$35,150,670$196,352,465
21Capital Management Llc$522,092$166,738,060$66,115,061$232,853,121
22Delegate Advisors, Llc$1,203,471$171,052,821$640,086,312$811,139,133
23Financial Symmetry Inc.$158,620$174,323,297$303,757,193$478,080,490
24Beacon Financial Strategies Corp.$411,442$186,156,385$3,106,799$189,263,184
25Live Oak Private Wealth, Llc$530,217$195,649,925$195,649,925
26Defender Capital$567,500$226,100,000$900,000$227,000,000
27Zuraw Financial Advisors, Llc$398,439$238,266,817$238,266,817
28Timonier$533,477$244,159,274$71,125,786$315,285,060
29Timonier$533,477$244,159,274$71,125,786$315,285,060
30Whitener Capital Management, Inc$291,058$247,007,551$44,632,405$291,639,956
31Alpha Financial Advisors, Llc$218,665$250,949,392$8,825,154$259,774,546
32Townsend Asset Management Corp.$347,785$251,350,146$11,227,392$262,577,538
33Arjuna Capital, Llc$900,020$254,705,606$254,705,606
34Strathmore Capital Advisors$319,834$269,300,327$269,300,327
35Reichard Capital, Llc$2,095,866$270,366,684$270,366,684
36Jolley Asset Management, Llc$687,061$283,069,176$283,069,176
37Sapere Wealth Management, Llc$1,346,077$285,368,228$285,368,228
38Hilltop Wealth Advisors, Llc$719,348$290,616,666$290,616,666
39Collegiate Capital Management, Inc.$220,833$325,160,977$38,550,184$363,711,161
40Altrius Capital Management, Inc.$857,338$337,435,061$7,214,914$344,649,975
41Cook Wealth Management Group Llc$443,853$375,943,131$375,943,131
42Kingfisher Capital, Llc$651,135$382,216,097$382,216,097
43Ironsides Asset Advisors, Llc$1,982,359$385,832,431$292,134,387$677,966,818
44Kuhn Advisors, Inc.$445,666$395,751,577$395,751,577
45Absher Wealth Management, Llc$376,282$446,763,275$45,413,843$492,177,118
46Hamilton Point Investment Advisors, Llc$961,087$524,753,580$524,753,580
47Arbor Investment Advisors$657,667$619,001,795$16,962,251$635,964,046
48Triad Financial Advisors, Inc.$348,988$698,332,542$21,979,066$720,311,608
49Sheets Smith Wealth Management$1,089,064$796,105,790$796,105,790
50Willingdon Wealth Management Llc$348,254$858,106,781$6,955,023$865,061,804
Next Page »

Showing 1 to 50 of 56 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 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.