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
51Defender Capital LLC$839,817$365,600,000$1,400,000$367,000,000
52Altrius Capital Management, Inc.$880,567$364,976,454$6,622,768$371,599,222
53Cook Wealth Management Group, LLC$447,918$405,365,714$405,365,714
54Collegiate Capital Management, Inc.$259,441$397,259,516$41,974,475$439,233,991
55Woodward Financial Advisors, Inc.$596,112$470,928,308$470,928,308
56Kingfisher Capital, LLC$1,721,898$494,184,812$494,184,812
57Kuhn Advisors, Inc.$452,562$511,395,178$511,395,178
58MCSHANE PARTNERS$1,646,154$535,000,000$535,000,000
59Bluesky Wealth Advisors, LLC$426,759$560,761,458$560,761,458
60Live Oak Private Wealth, LLC$698,592$592,405,648$592,405,648
61Altavista Wealth Management, Inc.$648,912$592,931,197$8,610,529$601,541,726
62Absher Wealth Management, LLC$425,599$558,833,039$50,199,694$609,032,733
63Ironsides Asset Advisors, LLC$1,688,391$386,633,541$236,382,865$623,016,406
64Hamilton Point Investment Advisors, LLC$1,106,118$639,336,306$639,336,306
65Financial Symmetry Incorporated$199,141$284,256,771$380,476,878$664,733,649
66Arbor Investment Advisors, LLC$720,959$728,731,460$15,298,339$744,029,799
67Triad Financial Advisors, Inc.$379,526$782,406,629$19,911,829$802,318,458
68Delegate Advisors, LLC$1,277,820$146,560,527$736,413,163$882,973,690
69Sheets Smith Wealth Management$1,190,246$998,616,543$998,616,543
70Novare Capital Management$2,104,274$1,221,876,662$2,810,878$1,224,687,540
71STEARNS FINANCIAL GROUP$625,790$1,439,316,947$1,439,316,947
72Colony Family Offices, LLC$7,132,859$1,940,821,644$42,113,128$1,982,934,772
73Salem Investment Counselors Inc$1,030,874$1,969,210,901$26,562,068$1,995,772,969
74Bragg Financial Advisors Inc$1,723,918$2,272,123,381$2,272,123,381
75Parsec Financial Management Inc$592,022$3,227,398,811$200,407,546$3,427,806,357
« Previous Page

Showing 51 to 75 of 75 entries

Page 1 | 2

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 Research.

Reprints: For reprints of these rankings, please contact Caroline Murphy.

*Methodology: InvestmentNews qualified 2,756 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2020, (2) total AUM is at least $100M, (3) does not have employees who are registered representatives of a broker-dealer, (4) managed assets for individual 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 July 2021.