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 Management Inc$592,022$3,227,398,811$200,407,546$3,427,806,357
2Bragg Financial Advisors Inc$1,723,918$2,272,123,381$2,272,123,381
3Salem Investment Counselors Inc$1,030,874$1,969,210,901$26,562,068$1,995,772,969
4Colony Family Offices, LLC$7,132,859$1,940,821,644$42,113,128$1,982,934,772
5STEARNS FINANCIAL GROUP$625,790$1,439,316,947$1,439,316,947
6Novare Capital Management$2,104,274$1,221,876,662$2,810,878$1,224,687,540
7Sheets Smith Wealth Management$1,190,246$998,616,543$998,616,543
8Delegate Advisors, LLC$1,277,820$146,560,527$736,413,163$882,973,690
9Triad Financial Advisors, Inc.$379,526$782,406,629$19,911,829$802,318,458
10Arbor Investment Advisors, LLC$720,959$728,731,460$15,298,339$744,029,799
11Financial Symmetry Incorporated$199,141$284,256,771$380,476,878$664,733,649
12Hamilton Point Investment Advisors, LLC$1,106,118$639,336,306$639,336,306
13Ironsides Asset Advisors, LLC$1,688,391$386,633,541$236,382,865$623,016,406
14Absher Wealth Management, LLC$425,599$558,833,039$50,199,694$609,032,733
15Altavista Wealth Management, Inc.$648,912$592,931,197$8,610,529$601,541,726
16Live Oak Private Wealth, LLC$698,592$592,405,648$592,405,648
17Bluesky Wealth Advisors, LLC$426,759$560,761,458$560,761,458
18MCSHANE PARTNERS$1,646,154$535,000,000$535,000,000
19Kuhn Advisors, Inc.$452,562$511,395,178$511,395,178
20Kingfisher Capital, LLC$1,721,898$494,184,812$494,184,812
21Woodward Financial Advisors, Inc.$596,112$470,928,308$470,928,308
22Collegiate Capital Management, Inc.$259,441$397,259,516$41,974,475$439,233,991
23Cook Wealth Management Group, LLC$447,918$405,365,714$405,365,714
24Altrius Capital Management, Inc.$880,567$364,976,454$6,622,768$371,599,222
25Defender Capital LLC$839,817$365,600,000$1,400,000$367,000,000
26Carolina Capital Consulting, Inc.$617,308$364,211,716$364,211,716
27Alpha Financial Advisors, LLC$263,362$340,938,736$641,889$341,580,625
28Timonier Family Office, Ltd.$537,473$258,216,230$78,779,453$336,995,683
29Hilltop Wealth Advisors, LLC$259,568$335,361,704$335,361,704
30Old Peak Finance LLC$721,760$327,679,141$327,679,141
31Whitener Capital Management, Inc$302,277$275,189,229$39,783,869$314,973,098
32GREERWALKER WEALTH MANAGEMENT LLC$1,799,116$309,447,871$309,447,871
33Reichard Capital, LLC$1,878,303$308,041,716$308,041,716
34Townsend Asset Management Corp.$339,667$284,898,023$15,027,856$299,925,879
35Strathmore Capital Advisors, Inc.$388,401$297,903,343$297,903,343
36Arjuna Capital, LLC$905,180$296,898,901$296,898,901
37Harbor Capital Management Inc$527,111$224,420,822$69,706,903$294,127,725
38Armor Investment Advisors, LLC$558,565$287,661,009$287,661,009
39Capital Management LLC$615,606$183,277,017$93,129,922$276,406,939
40Zuraw Financial Advisors, LLC$450,407$269,793,947$269,793,947
41Sapere Wealth Management, LLC$1,201,469$267,927,650$267,927,650
42Auctus Advisors LLC$548,384$263,115,315$657,297$263,772,612
43Verum Partners LLC$463,526$168,308,322$92,193,142$260,501,464
44Omnistar Financial Group, Inc.$217,624$216,528,747$14,805,376$231,334,123
45Wrenn Financial Strategies, Inc.$477,531$186,988,231$38,406,313$225,394,544
46Beacon Financial Strategies Corp.$445,837$205,281,006$3,370,726$208,651,732
47Cascades Capital Asset Management, LLC$335,487$165,750,006$24,806,732$190,556,738
48First Financial Group Corporation$272,480$190,191,000$190,191,000
49BRC Wealth Management, LLC$490,923$185,568,840$185,568,840
50Spartan Planning & Wealth Management, LLC$197,464$106,920,917$75,930,321$182,851,238
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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 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.