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
1Powell Wealth$524,936$133,333,628$133,333,628
2Arjuna Capital, Llc$900,020$254,705,606$254,705,606
3Stearns Financial Group$625,790$1,439,316,947$1,439,316,947
4Frazier Financial Consultants, Llc$436,527$130,521,555$130,521,555
5Boys Arnold & Co. Inc.$1,191,080$1,307,805,416$1,307,805,416
6Live Oak Private Wealth, Llc$530,217$195,649,925$195,649,925
7Zuraw Financial Advisors, Llc$398,439$238,266,817$238,266,817
8First Financial Group$217,781$147,873,031$147,873,031
9Kuhn Advisors, Inc.$445,666$395,751,577$395,751,577
10Hollingsworth Avent Averre & Purvis, Pa$1,246,809$119,693,644$119,693,644
11Bull City Advisors, Llc$2,202,546$118,937,492$118,937,492
12Hilltop Wealth Advisors, Llc$719,348$290,616,666$290,616,666
13Kenneth Frenke & Co$222,953$146,034,001$146,034,001
14Sapere Wealth Management, Llc$1,346,077$285,368,228$285,368,228
15Kingfisher Capital, Llc$651,135$382,216,097$382,216,097
16Jolley Asset Management, Llc$687,061$283,069,176$283,069,176
17Camden Financial Management, Inc.$607,658$116,670,353$116,670,353
18Cook Wealth Management Group Llc$443,853$375,943,131$375,943,131
19Financial Planning Services, Inc.$510,663$141,453,548$141,453,548
20Hayden Harper Wealth Advisory, Llc$474,435$113,864,454$113,864,454
21Hamilton Point Investment Advisors, Llc$961,087$524,753,580$524,753,580
22Clearview Wealth Management$309,629$111,776,000$111,776,000
23Reichard Capital, Llc$2,095,866$270,366,684$270,366,684
24Strathmore Capital Advisors$319,834$269,300,327$269,300,327
25Sheets Smith Wealth Management$1,089,064$796,105,790$796,105,790
26Horizons Wealth Management$269,081$106,825,078$106,825,078
27Defender Capital$567,500$226,100,000$900,000$227,000,000
28Private Wealth Management Of North Carolina Llc$172,939$116,936,960$1,180,672$118,117,632
29Novare Capital Management$832,353$1,160,240,946$2,556,060$1,162,797,006
30Beacon Financial Strategies Corp.$411,442$186,156,385$3,106,799$189,263,184
31Park Ridge Asset Management$303,901$129,390,296$5,237,682$134,627,978
32Willingdon Wealth Management Llc$348,254$858,106,781$6,955,023$865,061,804
33Altrius Capital Management, Inc.$857,338$337,435,061$7,214,914$344,649,975
34Alpha Financial Advisors, Llc$218,665$250,949,392$8,825,154$259,774,546
35Townsend Asset Management Corp.$347,785$251,350,146$11,227,392$262,577,538
36Cascades Capital Asset Management, Llc$267,865$133,363,593$13,961,907$147,325,500
37Copperleaf Capital, Llc$246,089$130,027,825$15,164,738$145,192,563
38Arbor Investment Advisors$657,667$619,001,795$16,962,251$635,964,046
39Triad Financial Advisors, Inc.$348,988$698,332,542$21,979,066$720,311,608
40Salem Investment Counselors Inc$914,031$1,613,012,118$27,673,866$1,640,685,984
41Colony Family Offices, Llc$4,794,873$1,743,378,518$30,724,549$1,774,103,067
42Wrenn Financial Strategies, Inc.$413,374$161,201,795$35,150,670$196,352,465
43Collegiate Capital Management, Inc.$220,833$325,160,977$38,550,184$363,711,161
44Whitener Capital Management, Inc$291,058$247,007,551$44,632,405$291,639,956
45Absher Wealth Management, Llc$376,282$446,763,275$45,413,843$492,177,118
46Spartan Planning Group$175,552$82,762,946$49,428,036$132,190,982
47Capital Management Llc$522,092$166,738,060$66,115,061$232,853,121
50Accruent Wealth Advisors$202,966$17,489,841$90,081,993$107,571,834
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Showing 1 to 50 of 56 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 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.