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
1Parsec Financial$515,994$2,825,953,352$166,294,118$2,992,247,470
2Colony Family Offices, Llc$4,794,873$1,743,378,518$30,724,549$1,774,103,067
3Salem Investment Counselors Inc$914,031$1,613,012,118$27,673,866$1,640,685,984
4Stearns Financial Group$625,790$1,439,316,947$1,439,316,947
5Boys Arnold & Co. Inc.$1,191,080$1,307,805,416$1,307,805,416
6Novare Capital Management$832,353$1,160,240,946$2,556,060$1,162,797,006
7Willingdon Wealth Management Llc$348,254$858,106,781$6,955,023$865,061,804
8Delegate Advisors, Llc$1,203,471$171,052,821$640,086,312$811,139,133
9Sheets Smith Wealth Management$1,089,064$796,105,790$796,105,790
10Triad Financial Advisors, Inc.$348,988$698,332,542$21,979,066$720,311,608
11Ironsides Asset Advisors, Llc$1,982,359$385,832,431$292,134,387$677,966,818
12Arbor Investment Advisors$657,667$619,001,795$16,962,251$635,964,046
13Hamilton Point Investment Advisors, Llc$961,087$524,753,580$524,753,580
14Absher Wealth Management, Llc$376,282$446,763,275$45,413,843$492,177,118
15Financial Symmetry Inc.$158,620$174,323,297$303,757,193$478,080,490
16Kuhn Advisors, Inc.$445,666$395,751,577$395,751,577
17Kingfisher Capital, Llc$651,135$382,216,097$382,216,097
18Cook Wealth Management Group Llc$443,853$375,943,131$375,943,131
19Collegiate Capital Management, Inc.$220,833$325,160,977$38,550,184$363,711,161
20Altrius Capital Management, Inc.$857,338$337,435,061$7,214,914$344,649,975
23Whitener Capital Management, Inc$291,058$247,007,551$44,632,405$291,639,956
24Hilltop Wealth Advisors, Llc$719,348$290,616,666$290,616,666
25Sapere Wealth Management, Llc$1,346,077$285,368,228$285,368,228
26Jolley Asset Management, Llc$687,061$283,069,176$283,069,176
27Reichard Capital, Llc$2,095,866$270,366,684$270,366,684
28Strathmore Capital Advisors$319,834$269,300,327$269,300,327
29Old Peak Finance$628,382$266,433,825$266,433,825
30Townsend Asset Management Corp.$347,785$251,350,146$11,227,392$262,577,538
31Alpha Financial Advisors, Llc$218,665$250,949,392$8,825,154$259,774,546
32Arjuna Capital, Llc$900,020$254,705,606$254,705,606
33Zuraw Financial Advisors, Llc$398,439$238,266,817$238,266,817
34Capital Management Llc$522,092$166,738,060$66,115,061$232,853,121
35Defender Capital$567,500$226,100,000$900,000$227,000,000
36Wrenn Financial Strategies, Inc.$413,374$161,201,795$35,150,670$196,352,465
37Live Oak Private Wealth, Llc$530,217$195,649,925$195,649,925
38Beacon Financial Strategies Corp.$411,442$186,156,385$3,106,799$189,263,184
39First Financial Group$217,781$147,873,031$147,873,031
40Cascades Capital Asset Management, Llc$267,865$133,363,593$13,961,907$147,325,500
41Kenneth Frenke & Co$222,953$146,034,001$146,034,001
42Copperleaf Capital, Llc$246,089$130,027,825$15,164,738$145,192,563
43Financial Planning Services, Inc.$510,663$141,453,548$141,453,548
44Park Ridge Asset Management$303,901$129,390,296$5,237,682$134,627,978
45Powell Wealth$524,936$133,333,628$133,333,628
46Spartan Planning Group$175,552$82,762,946$49,428,036$132,190,982
47Frazier Financial Consultants, Llc$436,527$130,521,555$130,521,555
48Hollingsworth Avent Averre & Purvis, Pa$1,246,809$119,693,644$119,693,644
49Bull City Advisors, Llc$2,202,546$118,937,492$118,937,492
50Private Wealth Management Of North Carolina Llc$172,939$116,936,960$1,180,672$118,117,632
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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.