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
51Altavista Wealth Management, Inc.$648,912$592,931,197$8,610,529$601,541,726
52Kenneth Frenke & Co., Inc.$657,801$155,241,009$155,241,009
53Live Oak Private Wealth, LLC$698,592$592,405,648$592,405,648
54Arbor Investment Advisors, LLC$720,959$728,731,460$15,298,339$744,029,799
55Old Peak Finance LLC$721,760$327,679,141$327,679,141
56Hollingsworth Avent Averre & Purvis, Pa$812,109$127,501,078$127,501,078
57Defender Capital LLC$839,817$365,600,000$1,400,000$367,000,000
58Altrius Capital Management, Inc.$880,567$364,976,454$6,622,768$371,599,222
59Arjuna Capital, LLC$905,180$296,898,901$296,898,901
60Salem Investment Counselors Inc$1,030,874$1,969,210,901$26,562,068$1,995,772,969
61STONEGATE WEALTH MANAGEMENT, LLC$1,103,834$157,325,000$2,731,000$160,056,000
62Hamilton Point Investment Advisors, LLC$1,106,118$639,336,306$639,336,306
63Sheets Smith Wealth Management$1,190,246$998,616,543$998,616,543
64Sapere Wealth Management, LLC$1,201,469$267,927,650$267,927,650
65Delegate Advisors, LLC$1,277,820$146,560,527$736,413,163$882,973,690
66Sjbenen Advisory, LLC$1,348,168$133,468,672$133,468,672
67MCSHANE PARTNERS$1,646,154$535,000,000$535,000,000
68Ironsides Asset Advisors, LLC$1,688,391$386,633,541$236,382,865$623,016,406
69Kingfisher Capital, LLC$1,721,898$494,184,812$494,184,812
70Bragg Financial Advisors Inc$1,723,918$2,272,123,381$2,272,123,381
71GREERWALKER WEALTH MANAGEMENT LLC$1,799,116$309,447,871$309,447,871
72Reichard Capital, LLC$1,878,303$308,041,716$308,041,716
73Novare Capital Management$2,104,274$1,221,876,662$2,810,878$1,224,687,540
74BULL CITY ADVISORS, LLC$2,202,546$118,937,492$118,937,492
75Colony Family Offices, LLC$7,132,859$1,940,821,644$42,113,128$1,982,934,772
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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.