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
1Colony Family Offices, LLC$7,132,859$1,940,821,644$42,113,128$1,982,934,772
2BULL CITY ADVISORS, LLC$2,202,546$118,937,492$118,937,492
3Novare Capital Management$2,104,274$1,221,876,662$2,810,878$1,224,687,540
4Reichard Capital, LLC$1,878,303$308,041,716$308,041,716
5GREERWALKER WEALTH MANAGEMENT LLC$1,799,116$309,447,871$309,447,871
6Bragg Financial Advisors Inc$1,723,918$2,272,123,381$2,272,123,381
7Kingfisher Capital, LLC$1,721,898$494,184,812$494,184,812
8Ironsides Asset Advisors, LLC$1,688,391$386,633,541$236,382,865$623,016,406
9MCSHANE PARTNERS$1,646,154$535,000,000$535,000,000
10Sjbenen Advisory, LLC$1,348,168$133,468,672$133,468,672
11Delegate Advisors, LLC$1,277,820$146,560,527$736,413,163$882,973,690
12Sapere Wealth Management, LLC$1,201,469$267,927,650$267,927,650
13Sheets Smith Wealth Management$1,190,246$998,616,543$998,616,543
14Hamilton Point Investment Advisors, LLC$1,106,118$639,336,306$639,336,306
15STONEGATE WEALTH MANAGEMENT, LLC$1,103,834$157,325,000$2,731,000$160,056,000
16Salem Investment Counselors Inc$1,030,874$1,969,210,901$26,562,068$1,995,772,969
17Arjuna Capital, LLC$905,180$296,898,901$296,898,901
18Altrius Capital Management, Inc.$880,567$364,976,454$6,622,768$371,599,222
19Defender Capital LLC$839,817$365,600,000$1,400,000$367,000,000
20Hollingsworth Avent Averre & Purvis, Pa$812,109$127,501,078$127,501,078
21Old Peak Finance LLC$721,760$327,679,141$327,679,141
22Arbor Investment Advisors, LLC$720,959$728,731,460$15,298,339$744,029,799
23Live Oak Private Wealth, LLC$698,592$592,405,648$592,405,648
24Kenneth Frenke & Co., Inc.$657,801$155,241,009$155,241,009
25Altavista Wealth Management, Inc.$648,912$592,931,197$8,610,529$601,541,726
26Camden Financial Management, Inc.$636,404$129,190,002$129,190,002
27STEARNS FINANCIAL GROUP$625,790$1,439,316,947$1,439,316,947
28Carolina Capital Consulting, Inc.$617,308$364,211,716$364,211,716
29Capital Management LLC$615,606$183,277,017$93,129,922$276,406,939
30Smith Partners Wealth Management, LLC$598,676$127,518,014$127,518,014
31Woodward Financial Advisors, Inc.$596,112$470,928,308$470,928,308
32Powell Financial, Inc.$593,162$156,001,580$156,001,580
33Parsec Financial Management Inc$592,022$3,227,398,811$200,407,546$3,427,806,357
34Armor Investment Advisors, LLC$558,565$287,661,009$287,661,009
35Auctus Advisors LLC$548,384$263,115,315$657,297$263,772,612
36Timonier Family Office, Ltd.$537,473$258,216,230$78,779,453$336,995,683
37Hayden Harper Wealth Advisory, LLC$537,129$140,727,707$140,727,707
38Harbor Capital Management Inc$527,111$224,420,822$69,706,903$294,127,725
39Veratis Advisors, Inc.$521,411$120,330,715$15,757,548$136,088,263
40FINANCIAL PLANNING SERVICES, INC.$510,663$141,453,548$141,453,548
41Frazier Financial Consultants, LLC$496,308$146,410,967$146,410,967
42BRC Wealth Management, LLC$490,923$185,568,840$185,568,840
43Wrenn Financial Strategies, Inc.$477,531$186,988,231$38,406,313$225,394,544
44Verum Partners LLC$463,526$168,308,322$92,193,142$260,501,464
45Kuhn Advisors, Inc.$452,562$511,395,178$511,395,178
46Cassia Capital Partners LLC$450,457$132,884,742$132,884,742
47Zuraw Financial Advisors, LLC$450,407$269,793,947$269,793,947
48Cook Wealth Management Group, LLC$447,918$405,365,714$405,365,714
49Beacon Financial Strategies Corp.$445,837$205,281,006$3,370,726$208,651,732
50Bluesky Wealth Advisors, LLC$426,759$560,761,458$560,761,458
Next Page »

Showing 1 to 50 of 75 entries

Page 1 | 2

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.