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
1Delegate Advisors, LLC$1,277,820$146,560,527$736,413,163$882,973,690
2Financial Symmetry Incorporated$199,141$284,256,771$380,476,878$664,733,649
3Old Peak Finance LLC$721,760$327,679,141$327,679,141
4Ironsides Asset Advisors, LLC$1,688,391$386,633,541$236,382,865$623,016,406
5Parsec Financial Management Inc$592,022$3,227,398,811$200,407,546$3,427,806,357
6Investor Advisory Group, LLC$323,956$141,568,794$141,568,794
7Capital Management LLC$615,606$183,277,017$93,129,922$276,406,939
8Verum Partners LLC$463,526$168,308,322$92,193,142$260,501,464
9Wealth Management Group, Inc.$215,374$29,341,833$91,698,632$121,040,465
10Timonier Family Office, Ltd.$537,473$258,216,230$78,779,453$336,995,683
11Spartan Planning & Wealth Management, LLC$197,464$106,920,917$75,930,321$182,851,238
12Harbor Capital Management Inc$527,111$224,420,822$69,706,903$294,127,725
13Absher Wealth Management, LLC$425,599$558,833,039$50,199,694$609,032,733
14Colony Family Offices, LLC$7,132,859$1,940,821,644$42,113,128$1,982,934,772
15Collegiate Capital Management, Inc.$259,441$397,259,516$41,974,475$439,233,991
16Whitener Capital Management, Inc$302,277$275,189,229$39,783,869$314,973,098
17Wrenn Financial Strategies, Inc.$477,531$186,988,231$38,406,313$225,394,544
18Salem Investment Counselors Inc$1,030,874$1,969,210,901$26,562,068$1,995,772,969
19Cascades Capital Asset Management, LLC$335,487$165,750,006$24,806,732$190,556,738
20Triad Financial Advisors, Inc.$379,526$782,406,629$19,911,829$802,318,458
21Veratis Advisors, Inc.$521,411$120,330,715$15,757,548$136,088,263
22Arbor Investment Advisors, LLC$720,959$728,731,460$15,298,339$744,029,799
23Townsend Asset Management Corp.$339,667$284,898,023$15,027,856$299,925,879
24Omnistar Financial Group, Inc.$217,624$216,528,747$14,805,376$231,334,123
25Copperleaf Capital, LLC$285,367$141,716,624$14,664,414$156,381,038
26Altavista Wealth Management, Inc.$648,912$592,931,197$8,610,529$601,541,726
27Altrius Capital Management, Inc.$880,567$364,976,454$6,622,768$371,599,222
28Lumina Wealth Management, LLC$307,626$132,140,106$4,753,297$136,893,403
29Park Ridge Asset Management LLC$333,163$154,947,882$4,637,193$159,585,075
30Beacon Financial Strategies Corp.$445,837$205,281,006$3,370,726$208,651,732
31Capital Developers, LLC$287,011$129,998,902$3,174,073$133,172,975
32Novare Capital Management$2,104,274$1,221,876,662$2,810,878$1,224,687,540
33STONEGATE WEALTH MANAGEMENT, LLC$1,103,834$157,325,000$2,731,000$160,056,000
34Defender Capital LLC$839,817$365,600,000$1,400,000$367,000,000
35Private Wealth Management Of North Carolina LLC$176,505$116,610,080$765,776$117,375,856
36Auctus Advisors LLC$548,384$263,115,315$657,297$263,772,612
37Alpha Financial Advisors, LLC$263,362$340,938,736$641,889$341,580,625
38Sherclar, Inc$296,086$124,356,000$124,356,000
39Cook Wealth Management Group, LLC$447,918$405,365,714$405,365,714
40Hilltop Wealth Advisors, LLC$259,568$335,361,704$335,361,704
41Bragg Financial Advisors Inc$1,723,918$2,272,123,381$2,272,123,381
42Strathmore Capital Advisors, Inc.$388,401$297,903,343$297,903,343
43Powell Financial, Inc.$593,162$156,001,580$156,001,580
44BRC Wealth Management, LLC$490,923$185,568,840$185,568,840
45Smith Partners Wealth Management, LLC$598,676$127,518,014$127,518,014
46Kenneth Frenke & Co., Inc.$657,801$155,241,009$155,241,009
47STEARNS FINANCIAL GROUP$625,790$1,439,316,947$1,439,316,947
48Frazier Financial Consultants, LLC$496,308$146,410,967$146,410,967
49Cassia Capital Partners LLC$450,457$132,884,742$132,884,742
50Hollingsworth Avent Averre & Purvis, Pa$812,109$127,501,078$127,501,078
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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.