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
1Sherclar, Inc$296,086$124,356,000$124,356,000
2Cook Wealth Management Group, LLC$447,918$405,365,714$405,365,714
3Hilltop Wealth Advisors, LLC$259,568$335,361,704$335,361,704
4Bragg Financial Advisors Inc$1,723,918$2,272,123,381$2,272,123,381
5Strathmore Capital Advisors, Inc.$388,401$297,903,343$297,903,343
6Powell Financial, Inc.$593,162$156,001,580$156,001,580
7BRC Wealth Management, LLC$490,923$185,568,840$185,568,840
8Smith Partners Wealth Management, LLC$598,676$127,518,014$127,518,014
9Kenneth Frenke & Co., Inc.$657,801$155,241,009$155,241,009
10STEARNS FINANCIAL GROUP$625,790$1,439,316,947$1,439,316,947
11Frazier Financial Consultants, LLC$496,308$146,410,967$146,410,967
12Cassia Capital Partners LLC$450,457$132,884,742$132,884,742
13Hollingsworth Avent Averre & Purvis, Pa$812,109$127,501,078$127,501,078
14Kuhn Advisors, Inc.$452,562$511,395,178$511,395,178
15Bluesky Wealth Advisors, LLC$426,759$560,761,458$560,761,458
16Kure Advisory, LLC$151,511$100,300,000$100,300,000
17Transitus Wealth Partners LLC$325,422$131,470,468$131,470,468
18Kingfisher Capital, LLC$1,721,898$494,184,812$494,184,812
19Live Oak Private Wealth, LLC$698,592$592,405,648$592,405,648
20Zuraw Financial Advisors, LLC$450,407$269,793,947$269,793,947
21Hamilton Point Investment Advisors, LLC$1,106,118$639,336,306$639,336,306
22Carolina Capital Consulting, Inc.$617,308$364,211,716$364,211,716
23Horizons Wealth Management, Inc.$269,299$122,530,878$122,530,878
24Sapere Wealth Management, LLC$1,201,469$267,927,650$267,927,650
25Arjuna Capital, LLC$905,180$296,898,901$296,898,901
26Sjbenen Advisory, LLC$1,348,168$133,468,672$133,468,672
27Sheets Smith Wealth Management$1,190,246$998,616,543$998,616,543
28MCSHANE PARTNERS$1,646,154$535,000,000$535,000,000
29Hayden Harper Wealth Advisory, LLC$537,129$140,727,707$140,727,707
30FINANCIAL PLANNING SERVICES, INC.$510,663$141,453,548$141,453,548
31Crown Wealth Group LLC$217,401$111,526,652$111,526,652
32Woodward Financial Advisors, Inc.$596,112$470,928,308$470,928,308
33GREERWALKER WEALTH MANAGEMENT LLC$1,799,116$309,447,871$309,447,871
34First Financial Group Corporation$272,480$190,191,000$190,191,000
35Armor Investment Advisors, LLC$558,565$287,661,009$287,661,009
36BULL CITY ADVISORS, LLC$2,202,546$118,937,492$118,937,492
37Reichard Capital, LLC$1,878,303$308,041,716$308,041,716
38Camden Financial Management, Inc.$636,404$129,190,002$129,190,002
39Alpha Financial Advisors, LLC$263,362$340,938,736$641,889$341,580,625
40Auctus Advisors LLC$548,384$263,115,315$657,297$263,772,612
41Private Wealth Management Of North Carolina LLC$176,505$116,610,080$765,776$117,375,856
42Defender Capital LLC$839,817$365,600,000$1,400,000$367,000,000
43STONEGATE WEALTH MANAGEMENT, LLC$1,103,834$157,325,000$2,731,000$160,056,000
44Novare Capital Management$2,104,274$1,221,876,662$2,810,878$1,224,687,540
45Capital Developers, LLC$287,011$129,998,902$3,174,073$133,172,975
46Beacon Financial Strategies Corp.$445,837$205,281,006$3,370,726$208,651,732
47Park Ridge Asset Management LLC$333,163$154,947,882$4,637,193$159,585,075
48Lumina Wealth Management, LLC$307,626$132,140,106$4,753,297$136,893,403
49Altrius Capital Management, Inc.$880,567$364,976,454$6,622,768$371,599,222
50Altavista Wealth Management, Inc.$648,912$592,931,197$8,610,529$601,541,726
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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.