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
1SJBENEN ADVISORY, LLC$725,771$103,785,226$103,785,226
2HORIZONS WEALTH MANAGEMENT$269,081$106,825,078$106,825,078
3ACCRUENT WEALTH ADVISORS$202,966$17,489,841$90,081,993$107,571,834
4VERATIS ADVISORS, INC.$1,946,429$109,000,000$109,000,000
5CASSIA CAPITAL PARTNERS LLC$402,132$110,184,091$110,184,091
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
12FRAZIER FINANCIAL CONSULTANTS, LLC$436,527$130,521,555$130,521,555
13SPARTAN PLANNING GROUP$175,552$82,762,946$49,428,036$132,190,982
14POWELL WEALTH$524,936$133,333,628$133,333,628
15PARK RIDGE ASSET MANAGEMENT$303,901$129,390,296$5,237,682$134,627,978
16FINANCIAL PLANNING SERVICES, INC.$510,663$141,453,548$141,453,548
17COPPERLEAF CAPITAL, LLC$246,089$130,027,825$15,164,738$145,192,563
18KENNETH FRENKE & CO$222,953$146,034,001$146,034,001
19CASCADES CAPITAL ASSET MANAGEMENT, LLC$267,865$133,363,593$13,961,907$147,325,500
20FIRST FINANCIAL GROUP$217,781$147,873,031$147,873,031
21STONEGATE WEALTH MANAGEMENT, LLC$1,103,834$157,325,000$2,731,000$160,056,000
22OMNISTAR FINANCIAL GROUP, INC.$177,547$185,181,778$185,181,778
23BEACON FINANCIAL STRATEGIES CORP.$411,442$186,156,385$3,106,799$189,263,184
24WRENN FINANCIAL STRATEGIES, INC.$413,374$161,201,795$35,150,670$196,352,465
25AUCTUS ADVISORS LLC$458,981$199,568,538$547,202$200,115,740
26DEFENDER CAPITAL$567,500$226,100,000$900,000$227,000,000
27CAPITAL MANAGEMENT LLC$522,092$166,738,060$66,115,061$232,853,121
28ZURAW FINANCIAL ADVISORS, LLC$398,439$238,266,817$238,266,817
29ARJUNA CAPITAL, LLC$899,986$254,696,072$254,696,072
30ARMOR INVESTMENT ADVISORS, LLC$526,177$260,457,681$260,457,681
31TOWNSEND ASSET MANAGEMENT CORP.$347,785$251,350,146$11,227,392$262,577,538
32OLD PEAK FINANCE$628,382$266,433,825$266,433,825
33STRATHMORE CAPITAL ADVISORS$319,834$269,300,327$269,300,327
34REICHARD CAPITAL, LLC$2,095,866$270,366,684$270,366,684
35SAPERE WEALTH MANAGEMENT, LLC$1,346,077$285,368,228$285,368,228
36ALPHA FINANCIAL ADVISORS, LLC$235,049$287,230,142$287,230,142
37HILLTOP WEALTH ADVISORS, LLC$719,348$290,616,666$290,616,666
38WHITENER CAPITAL MANAGEMENT, INC$291,058$247,007,551$44,632,405$291,639,956
39GREERWALKER WEALTH MANAGEMENT LLC$1,799,116$309,447,871$309,447,871
40TIMONIER$533,477$244,159,274$71,125,786$315,285,060
41CAROLINA CAPITAL CONSULTING, INC.$563,240$335,127,929$335,127,929
42ALTRIUS CAPITAL MANAGEMENT, INC.$857,338$337,435,061$7,214,914$344,649,975
43COLLEGIATE CAPITAL MANAGEMENT, INC.$220,833$325,160,977$38,550,184$363,711,161
44COOK WEALTH MANAGEMENT GROUP LLC$443,853$375,943,131$375,943,131
45KINGFISHER CAPITAL, LLC$651,135$382,216,097$382,216,097
46WOODWARD FINANCIAL ADVISORS, INC.$539,140$394,650,400$394,650,400
47KUHN ADVISORS, INC.$445,666$395,751,577$395,751,577
48BLUESKY WEALTH ADVISORS, LLC$375,510$453,240,307$453,240,307
49LIVE OAK PRIVATE WEALTH, LLC$542,944$454,444,507$454,444,507
50FINANCIAL SYMMETRY INC.$158,620$174,323,297$303,757,193$478,080,490
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Showing 1 to 50 of 65 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.