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
1Absher Wealth Management, LLC$425,599$558,833,039$50,199,694$609,032,733
2Alpha Financial Advisors, LLC$263,362$340,938,736$641,889$341,580,625
3Altavista Wealth Management, Inc.$648,912$592,931,197$8,610,529$601,541,726
4Altrius Capital Management, Inc.$880,567$364,976,454$6,622,768$371,599,222
5Arbor Investment Advisors, LLC$720,959$728,731,460$15,298,339$744,029,799
6Arjuna Capital, LLC$905,180$296,898,901$296,898,901
7Armor Investment Advisors, LLC$558,565$287,661,009$287,661,009
8Auctus Advisors LLC$548,384$263,115,315$657,297$263,772,612
9Beacon Financial Strategies Corp.$445,837$205,281,006$3,370,726$208,651,732
10Bluesky Wealth Advisors, LLC$426,759$560,761,458$560,761,458
11Bragg Financial Advisors Inc$1,723,918$2,272,123,381$2,272,123,381
12BRC Wealth Management, LLC$490,923$185,568,840$185,568,840
13BULL CITY ADVISORS, LLC$2,202,546$118,937,492$118,937,492
14Camden Financial Management, Inc.$636,404$129,190,002$129,190,002
15Capital Developers, LLC$287,011$129,998,902$3,174,073$133,172,975
16Capital Management LLC$615,606$183,277,017$93,129,922$276,406,939
17Carolina Capital Consulting, Inc.$617,308$364,211,716$364,211,716
18Cascades Capital Asset Management, LLC$335,487$165,750,006$24,806,732$190,556,738
19Cassia Capital Partners LLC$450,457$132,884,742$132,884,742
20Collegiate Capital Management, Inc.$259,441$397,259,516$41,974,475$439,233,991
21Colony Family Offices, LLC$7,132,859$1,940,821,644$42,113,128$1,982,934,772
22Cook Wealth Management Group, LLC$447,918$405,365,714$405,365,714
23Copperleaf Capital, LLC$285,367$141,716,624$14,664,414$156,381,038
24Crown Wealth Group LLC$217,401$111,526,652$111,526,652
25Defender Capital LLC$839,817$365,600,000$1,400,000$367,000,000
26Delegate Advisors, LLC$1,277,820$146,560,527$736,413,163$882,973,690
27FINANCIAL PLANNING SERVICES, INC.$510,663$141,453,548$141,453,548
28Financial Symmetry Incorporated$199,141$284,256,771$380,476,878$664,733,649
29First Financial Group Corporation$272,480$190,191,000$190,191,000
30Frazier Financial Consultants, LLC$496,308$146,410,967$146,410,967
31GREERWALKER WEALTH MANAGEMENT LLC$1,799,116$309,447,871$309,447,871
32Hamilton Point Investment Advisors, LLC$1,106,118$639,336,306$639,336,306
33Harbor Capital Management Inc$527,111$224,420,822$69,706,903$294,127,725
34Hayden Harper Wealth Advisory, LLC$537,129$140,727,707$140,727,707
35Hilltop Wealth Advisors, LLC$259,568$335,361,704$335,361,704
36Hollingsworth Avent Averre & Purvis, Pa$812,109$127,501,078$127,501,078
37Horizons Wealth Management, Inc.$269,299$122,530,878$122,530,878
38Investor Advisory Group, LLC$323,956$141,568,794$141,568,794
39Ironsides Asset Advisors, LLC$1,688,391$386,633,541$236,382,865$623,016,406
40Kenneth Frenke & Co., Inc.$657,801$155,241,009$155,241,009
41Kingfisher Capital, LLC$1,721,898$494,184,812$494,184,812
42Kuhn Advisors, Inc.$452,562$511,395,178$511,395,178
43Kure Advisory, LLC$151,511$100,300,000$100,300,000
44Live Oak Private Wealth, LLC$698,592$592,405,648$592,405,648
45Lumina Wealth Management, LLC$307,626$132,140,106$4,753,297$136,893,403
46MCSHANE PARTNERS$1,646,154$535,000,000$535,000,000
47Novare Capital Management$2,104,274$1,221,876,662$2,810,878$1,224,687,540
48Old Peak Finance LLC$721,760$327,679,141$327,679,141
49Omnistar Financial Group, Inc.$217,624$216,528,747$14,805,376$231,334,123
50Park Ridge Asset Management LLC$333,163$154,947,882$4,637,193$159,585,075
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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.