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
1Kure Advisory, LLC$151,511$100,300,000$100,300,000
2Private Wealth Management Of North Carolina LLC$176,505$116,610,080$765,776$117,375,856
3Spartan Planning & Wealth Management, LLC$197,464$106,920,917$75,930,321$182,851,238
4Financial Symmetry Incorporated$199,141$284,256,771$380,476,878$664,733,649
5Wealth Management Group, Inc.$215,374$29,341,833$91,698,632$121,040,465
6Crown Wealth Group LLC$217,401$111,526,652$111,526,652
7Omnistar Financial Group, Inc.$217,624$216,528,747$14,805,376$231,334,123
8Collegiate Capital Management, Inc.$259,441$397,259,516$41,974,475$439,233,991
9Hilltop Wealth Advisors, LLC$259,568$335,361,704$335,361,704
10Alpha Financial Advisors, LLC$263,362$340,938,736$641,889$341,580,625
11Horizons Wealth Management, Inc.$269,299$122,530,878$122,530,878
12First Financial Group Corporation$272,480$190,191,000$190,191,000
13Copperleaf Capital, LLC$285,367$141,716,624$14,664,414$156,381,038
14Capital Developers, LLC$287,011$129,998,902$3,174,073$133,172,975
15Sherclar, Inc$296,086$124,356,000$124,356,000
16Whitener Capital Management, Inc$302,277$275,189,229$39,783,869$314,973,098
17Lumina Wealth Management, LLC$307,626$132,140,106$4,753,297$136,893,403
18Investor Advisory Group, LLC$323,956$141,568,794$141,568,794
19Transitus Wealth Partners LLC$325,422$131,470,468$131,470,468
20Park Ridge Asset Management LLC$333,163$154,947,882$4,637,193$159,585,075
21Cascades Capital Asset Management, LLC$335,487$165,750,006$24,806,732$190,556,738
22Townsend Asset Management Corp.$339,667$284,898,023$15,027,856$299,925,879
23Triad Financial Advisors, Inc.$379,526$782,406,629$19,911,829$802,318,458
24Strathmore Capital Advisors, Inc.$388,401$297,903,343$297,903,343
25Absher Wealth Management, LLC$425,599$558,833,039$50,199,694$609,032,733
26Bluesky Wealth Advisors, LLC$426,759$560,761,458$560,761,458
27Beacon Financial Strategies Corp.$445,837$205,281,006$3,370,726$208,651,732
28Cook Wealth Management Group, LLC$447,918$405,365,714$405,365,714
29Zuraw Financial Advisors, LLC$450,407$269,793,947$269,793,947
30Cassia Capital Partners LLC$450,457$132,884,742$132,884,742
31Kuhn Advisors, Inc.$452,562$511,395,178$511,395,178
32Verum Partners LLC$463,526$168,308,322$92,193,142$260,501,464
33Wrenn Financial Strategies, Inc.$477,531$186,988,231$38,406,313$225,394,544
34BRC Wealth Management, LLC$490,923$185,568,840$185,568,840
35Frazier Financial Consultants, LLC$496,308$146,410,967$146,410,967
36FINANCIAL PLANNING SERVICES, INC.$510,663$141,453,548$141,453,548
37Veratis Advisors, Inc.$521,411$120,330,715$15,757,548$136,088,263
38Harbor Capital Management Inc$527,111$224,420,822$69,706,903$294,127,725
39Hayden Harper Wealth Advisory, LLC$537,129$140,727,707$140,727,707
40Timonier Family Office, Ltd.$537,473$258,216,230$78,779,453$336,995,683
41Auctus Advisors LLC$548,384$263,115,315$657,297$263,772,612
42Armor Investment Advisors, LLC$558,565$287,661,009$287,661,009
43Parsec Financial Management Inc$592,022$3,227,398,811$200,407,546$3,427,806,357
44Powell Financial, Inc.$593,162$156,001,580$156,001,580
45Woodward Financial Advisors, Inc.$596,112$470,928,308$470,928,308
46Smith Partners Wealth Management, LLC$598,676$127,518,014$127,518,014
47Capital Management LLC$615,606$183,277,017$93,129,922$276,406,939
48Carolina Capital Consulting, Inc.$617,308$364,211,716$364,211,716
49STEARNS FINANCIAL GROUP$625,790$1,439,316,947$1,439,316,947
50Camden Financial Management, Inc.$636,404$129,190,002$129,190,002
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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 Carline Murphy.

*Methodology:InvestmentNews qualified firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2020. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2019, (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) nor one who is an insurance company or agency.

Database last updated on June, 2020.