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
1FINANCIAL SYMMETRY INC.$158,620$174,323,297$303,757,193$478,080,490
2PRIVATE WEALTH MANAGEMENT OF NORTH CAROLINA LLC$172,939$116,936,960$1,180,672$118,117,632
3SPARTAN PLANNING GROUP$175,552$82,762,946$49,428,036$132,190,982
4OMNISTAR FINANCIAL GROUP, INC.$177,547$185,181,778$185,181,778
5ACCRUENT WEALTH ADVISORS$202,966$17,489,841$90,081,993$107,571,834
6FIRST FINANCIAL GROUP$217,781$147,873,031$147,873,031
7COLLEGIATE CAPITAL MANAGEMENT, INC.$220,833$325,160,977$38,550,184$363,711,161
8KENNETH FRENKE & CO$222,953$146,034,001$146,034,001
9ALPHA FINANCIAL ADVISORS, LLC$235,049$287,230,142$287,230,142
10COPPERLEAF CAPITAL, LLC$246,089$130,027,825$15,164,738$145,192,563
11CASCADES CAPITAL ASSET MANAGEMENT, LLC$267,865$133,363,593$13,961,907$147,325,500
12HORIZONS WEALTH MANAGEMENT$269,081$106,825,078$106,825,078
13WHITENER CAPITAL MANAGEMENT, INC$291,058$247,007,551$44,632,405$291,639,956
14PARK RIDGE ASSET MANAGEMENT$303,901$129,390,296$5,237,682$134,627,978
15CLEARVIEW WEALTH MANAGEMENT$309,629$111,776,000$111,776,000
16STRATHMORE CAPITAL ADVISORS$319,834$269,300,327$269,300,327
17TOWNSEND ASSET MANAGEMENT CORP.$347,785$251,350,146$11,227,392$262,577,538
18TRIAD FINANCIAL ADVISORS, INC.$348,988$698,332,542$21,979,066$720,311,608
19BLUESKY WEALTH ADVISORS, LLC$375,510$453,240,307$453,240,307
20ABSHER WEALTH MANAGEMENT, LLC$376,282$446,763,275$45,413,843$492,177,118
21ZURAW FINANCIAL ADVISORS, LLC$398,439$238,266,817$238,266,817
22CASSIA CAPITAL PARTNERS LLC$402,132$110,184,091$110,184,091
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
25FRAZIER FINANCIAL CONSULTANTS, LLC$436,527$130,521,555$130,521,555
26COOK WEALTH MANAGEMENT GROUP LLC$443,853$375,943,131$375,943,131
27KUHN ADVISORS, INC.$445,666$395,751,577$395,751,577
28AUCTUS ADVISORS LLC$458,981$199,568,538$547,202$200,115,740
29HAYDEN HARPER WEALTH ADVISORY, LLC$474,435$113,864,454$113,864,454
30FINANCIAL PLANNING SERVICES, INC.$510,663$141,453,548$141,453,548
31PARSEC FINANCIAL$515,994$2,825,953,352$166,294,118$2,992,247,470
32CAPITAL MANAGEMENT LLC$522,092$166,738,060$66,115,061$232,853,121
33POWELL WEALTH$524,936$133,333,628$133,333,628
34ARMOR INVESTMENT ADVISORS, LLC$526,177$260,457,681$260,457,681
35TIMONIER$533,477$244,159,274$71,125,786$315,285,060
36WOODWARD FINANCIAL ADVISORS, INC.$539,140$394,650,400$394,650,400
37LIVE OAK PRIVATE WEALTH, LLC$542,944$454,444,507$454,444,507
38CAROLINA CAPITAL CONSULTING, INC.$563,240$335,127,929$335,127,929
39DEFENDER CAPITAL$567,500$226,100,000$900,000$227,000,000
40CAMDEN FINANCIAL MANAGEMENT, INC.$607,658$116,670,353$116,670,353
41STEARNS FINANCIAL GROUP$625,790$1,439,316,947$1,439,316,947
42OLD PEAK FINANCE$628,382$266,433,825$266,433,825
43ALTAVISTA WEALTH MANAGEMENT, INC.$638,302$539,972,137$15,350,625$555,322,762
44KINGFISHER CAPITAL, LLC$651,135$382,216,097$382,216,097
45ARBOR INVESTMENT ADVISORS$657,667$619,001,795$16,962,251$635,964,046
46HILLTOP WEALTH ADVISORS, LLC$719,348$290,616,666$290,616,666
47SJBENEN ADVISORY, LLC$725,771$103,785,226$103,785,226
48NOVARE CAPITAL MANAGEMENT$832,353$1,160,240,946$2,556,060$1,162,797,006
49ALTRIUS CAPITAL MANAGEMENT, INC.$857,338$337,435,061$7,214,914$344,649,975
50ARJUNA CAPITAL, LLC$899,986$254,696,072$254,696,072
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Showing 1 to 50 of 65 entries

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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.