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
1PARSEC FINANCIAL$515,994$2,825,953,352$166,294,118$2,992,247,470
2BRAGG FINANCIAL ADVISORS INC$1,408,009$1,775,499,964$1,775,499,964
3COLONY FAMILY OFFICES, LLC$4,794,873$1,743,378,518$30,724,549$1,774,103,067
4SALEM INVESTMENT COUNSELORS INC$914,031$1,613,012,118$27,673,866$1,640,685,984
5STEARNS FINANCIAL GROUP$625,790$1,439,316,947$1,439,316,947
6NOVARE CAPITAL MANAGEMENT$832,353$1,160,240,946$2,556,060$1,162,797,006
7SHEETS SMITH WEALTH MANAGEMENT$961,362$773,896,459$773,896,459
8TRIAD FINANCIAL ADVISORS, INC.$348,988$698,332,542$21,979,066$720,311,608
9ARBOR INVESTMENT ADVISORS$657,667$619,001,795$16,962,251$635,964,046
10ALTAVISTA WEALTH MANAGEMENT, INC.$638,302$539,972,137$15,350,625$555,322,762
11MCSHANE PARTNERS$1,646,154$535,000,000$535,000,000
12HAMILTON POINT INVESTMENT ADVISORS, LLC$961,087$524,753,580$524,753,580
13LIVE OAK PRIVATE WEALTH, LLC$542,944$454,444,507$454,444,507
14BLUESKY WEALTH ADVISORS, LLC$375,510$453,240,307$453,240,307
15ABSHER WEALTH MANAGEMENT, LLC$376,282$446,763,275$45,413,843$492,177,118
16KUHN ADVISORS, INC.$445,666$395,751,577$395,751,577
17WOODWARD FINANCIAL ADVISORS, INC.$539,140$394,650,400$394,650,400
18IRONSIDES ASSET ADVISORS, LLC$1,982,359$385,832,431$292,134,387$677,966,818
19KINGFISHER CAPITAL, LLC$651,135$382,216,097$382,216,097
20COOK WEALTH MANAGEMENT GROUP LLC$443,853$375,943,131$375,943,131
21ALTRIUS CAPITAL MANAGEMENT, INC.$857,338$337,435,061$7,214,914$344,649,975
22CAROLINA CAPITAL CONSULTING, INC.$563,240$335,127,929$335,127,929
23COLLEGIATE CAPITAL MANAGEMENT, INC.$220,833$325,160,977$38,550,184$363,711,161
24GREERWALKER WEALTH MANAGEMENT LLC$1,799,116$309,447,871$309,447,871
25HILLTOP WEALTH ADVISORS, LLC$719,348$290,616,666$290,616,666
26ALPHA FINANCIAL ADVISORS, LLC$235,049$287,230,142$287,230,142
27SAPERE WEALTH MANAGEMENT, LLC$1,346,077$285,368,228$285,368,228
28REICHARD CAPITAL, LLC$2,095,866$270,366,684$270,366,684
29STRATHMORE CAPITAL ADVISORS$319,834$269,300,327$269,300,327
30ARMOR INVESTMENT ADVISORS, LLC$526,177$260,457,681$260,457,681
31ARJUNA CAPITAL, LLC$899,986$254,696,072$254,696,072
32TOWNSEND ASSET MANAGEMENT CORP.$347,785$251,350,146$11,227,392$262,577,538
33WHITENER CAPITAL MANAGEMENT, INC$291,058$247,007,551$44,632,405$291,639,956
34TIMONIER$533,477$244,159,274$71,125,786$315,285,060
35ZURAW FINANCIAL ADVISORS, LLC$398,439$238,266,817$238,266,817
36DEFENDER CAPITAL$567,500$226,100,000$900,000$227,000,000
37AUCTUS ADVISORS LLC$458,981$199,568,538$547,202$200,115,740
38BEACON FINANCIAL STRATEGIES CORP.$411,442$186,156,385$3,106,799$189,263,184
39OMNISTAR FINANCIAL GROUP, INC.$177,547$185,181,778$185,181,778
40FINANCIAL SYMMETRY INC.$158,620$174,323,297$303,757,193$478,080,490
41DELEGATE ADVISORS, LLC$1,203,471$171,052,821$640,086,312$811,139,133
42CAPITAL MANAGEMENT LLC$522,092$166,738,060$66,115,061$232,853,121
43WRENN FINANCIAL STRATEGIES, INC.$413,374$161,201,795$35,150,670$196,352,465
44STONEGATE WEALTH MANAGEMENT, LLC$1,103,834$157,325,000$2,731,000$160,056,000
45FIRST FINANCIAL GROUP$217,781$147,873,031$147,873,031
46KENNETH FRENKE & CO$222,953$146,034,001$146,034,001
47FINANCIAL PLANNING SERVICES, INC.$510,663$141,453,548$141,453,548
48CASCADES CAPITAL ASSET MANAGEMENT, LLC$267,865$133,363,593$13,961,907$147,325,500
49POWELL WEALTH$524,936$133,333,628$133,333,628
50FRAZIER FINANCIAL CONSULTANTS, LLC$436,527$130,521,555$130,521,555
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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.