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$376,282$446,763,275$45,413,843$492,177,118
2ACCRUENT WEALTH ADVISORS$202,966$17,489,841$90,081,993$107,571,834
3ALPHA FINANCIAL ADVISORS, LLC$235,049$287,230,142$287,230,142
4ALTAVISTA WEALTH MANAGEMENT, INC.$638,302$539,972,137$15,350,625$555,322,762
5ALTRIUS CAPITAL MANAGEMENT, INC.$857,338$337,435,061$7,214,914$344,649,975
6ARBOR INVESTMENT ADVISORS$657,667$619,001,795$16,962,251$635,964,046
7ARJUNA CAPITAL, LLC$899,986$254,696,072$254,696,072
8ARMOR INVESTMENT ADVISORS, LLC$526,177$260,457,681$260,457,681
9AUCTUS ADVISORS LLC$458,981$199,568,538$547,202$200,115,740
10BEACON FINANCIAL STRATEGIES CORP.$411,442$186,156,385$3,106,799$189,263,184
11BLUESKY WEALTH ADVISORS, LLC$375,510$453,240,307$453,240,307
12BRAGG FINANCIAL ADVISORS INC$1,408,009$1,775,499,964$1,775,499,964
13BULL CITY ADVISORS, LLC$2,202,546$118,937,492$118,937,492
14CAMDEN FINANCIAL MANAGEMENT, INC.$607,658$116,670,353$116,670,353
15CAPITAL MANAGEMENT LLC$522,092$166,738,060$66,115,061$232,853,121
16CAROLINA CAPITAL CONSULTING, INC.$563,240$335,127,929$335,127,929
17CASCADES CAPITAL ASSET MANAGEMENT, LLC$267,865$133,363,593$13,961,907$147,325,500
18CASSIA CAPITAL PARTNERS LLC$402,132$110,184,091$110,184,091
19CLEARVIEW WEALTH MANAGEMENT$309,629$111,776,000$111,776,000
20COLLEGIATE CAPITAL MANAGEMENT, INC.$220,833$325,160,977$38,550,184$363,711,161
21COLONY FAMILY OFFICES, LLC$4,794,873$1,743,378,518$30,724,549$1,774,103,067
22COOK WEALTH MANAGEMENT GROUP LLC$443,853$375,943,131$375,943,131
23COPPERLEAF CAPITAL, LLC$246,089$130,027,825$15,164,738$145,192,563
24DEFENDER CAPITAL$567,500$226,100,000$900,000$227,000,000
25DELEGATE ADVISORS, LLC$1,203,471$171,052,821$640,086,312$811,139,133
26FINANCIAL PLANNING SERVICES, INC.$510,663$141,453,548$141,453,548
27FINANCIAL SYMMETRY INC.$158,620$174,323,297$303,757,193$478,080,490
28FIRST FINANCIAL GROUP$217,781$147,873,031$147,873,031
29FRAZIER FINANCIAL CONSULTANTS, LLC$436,527$130,521,555$130,521,555
30GREERWALKER WEALTH MANAGEMENT LLC$1,799,116$309,447,871$309,447,871
31HAMILTON POINT INVESTMENT ADVISORS, LLC$961,087$524,753,580$524,753,580
32HAYDEN HARPER WEALTH ADVISORY, LLC$474,435$113,864,454$113,864,454
33HILLTOP WEALTH ADVISORS, LLC$719,348$290,616,666$290,616,666
34HOLLINGSWORTH AVENT AVERRE & PURVIS, PA$1,246,809$119,693,644$119,693,644
35HORIZONS WEALTH MANAGEMENT$269,081$106,825,078$106,825,078
36IRONSIDES ASSET ADVISORS, LLC$1,982,359$385,832,431$292,134,387$677,966,818
37KENNETH FRENKE & CO$222,953$146,034,001$146,034,001
38KINGFISHER CAPITAL, LLC$651,135$382,216,097$382,216,097
39KUHN ADVISORS, INC.$445,666$395,751,577$395,751,577
40LIVE OAK PRIVATE WEALTH, LLC$542,944$454,444,507$454,444,507
41MCSHANE PARTNERS$1,646,154$535,000,000$535,000,000
42NOVARE CAPITAL MANAGEMENT$832,353$1,160,240,946$2,556,060$1,162,797,006
43OLD PEAK FINANCE$628,382$266,433,825$266,433,825
44OMNISTAR FINANCIAL GROUP, INC.$177,547$185,181,778$185,181,778
45PARK RIDGE ASSET MANAGEMENT$303,901$129,390,296$5,237,682$134,627,978
46PARSEC FINANCIAL$515,994$2,825,953,352$166,294,118$2,992,247,470
47POWELL WEALTH$524,936$133,333,628$133,333,628
48PRIVATE WEALTH MANAGEMENT OF NORTH CAROLINA LLC$172,939$116,936,960$1,180,672$118,117,632
49REICHARD CAPITAL, LLC$2,095,866$270,366,684$270,366,684
50SALEM INVESTMENT COUNSELORS INC$914,031$1,613,012,118$27,673,866$1,640,685,984
Next Page »

Showing 1 to 50 of 65 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 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.