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
1Zuraw Financial Advisors, LLC$450,407$269,793,947$269,793,947
2Wrenn Financial Strategies, Inc.$477,531$186,988,231$38,406,313$225,394,544
3Woodward Financial Advisors, Inc.$596,112$470,928,308$470,928,308
4Whitener Capital Management, Inc$302,277$275,189,229$39,783,869$314,973,098
5Wealth Management Group, Inc.$215,374$29,341,833$91,698,632$121,040,465
6Verum Partners LLC$463,526$168,308,322$92,193,142$260,501,464
7Veratis Advisors, Inc.$521,411$120,330,715$15,757,548$136,088,263
8Triad Financial Advisors, Inc.$379,526$782,406,629$19,911,829$802,318,458
9Transitus Wealth Partners LLC$325,422$131,470,468$131,470,468
10Townsend Asset Management Corp.$339,667$284,898,023$15,027,856$299,925,879
11Timonier Family Office, Ltd.$537,473$258,216,230$78,779,453$336,995,683
12Strathmore Capital Advisors, Inc.$388,401$297,903,343$297,903,343
13STONEGATE WEALTH MANAGEMENT, LLC$1,103,834$157,325,000$2,731,000$160,056,000
14STEARNS FINANCIAL GROUP$625,790$1,439,316,947$1,439,316,947
15Spartan Planning & Wealth Management, LLC$197,464$106,920,917$75,930,321$182,851,238
16Smith Partners Wealth Management, LLC$598,676$127,518,014$127,518,014
17Sjbenen Advisory, LLC$1,348,168$133,468,672$133,468,672
18Sherclar, Inc$296,086$124,356,000$124,356,000
19Sheets Smith Wealth Management$1,190,246$998,616,543$998,616,543
20Sapere Wealth Management, LLC$1,201,469$267,927,650$267,927,650
21Salem Investment Counselors Inc$1,030,874$1,969,210,901$26,562,068$1,995,772,969
22Reichard Capital, LLC$1,878,303$308,041,716$308,041,716
23Private Wealth Management Of North Carolina LLC$176,505$116,610,080$765,776$117,375,856
24Powell Financial, Inc.$593,162$156,001,580$156,001,580
25Parsec Financial Management Inc$592,022$3,227,398,811$200,407,546$3,427,806,357
26Park Ridge Asset Management LLC$333,163$154,947,882$4,637,193$159,585,075
27Omnistar Financial Group, Inc.$217,624$216,528,747$14,805,376$231,334,123
28Old Peak Finance LLC$721,760$327,679,141$327,679,141
29Novare Capital Management$2,104,274$1,221,876,662$2,810,878$1,224,687,540
30MCSHANE PARTNERS$1,646,154$535,000,000$535,000,000
31Lumina Wealth Management, LLC$307,626$132,140,106$4,753,297$136,893,403
32Live Oak Private Wealth, LLC$698,592$592,405,648$592,405,648
33Kure Advisory, LLC$151,511$100,300,000$100,300,000
34Kuhn Advisors, Inc.$452,562$511,395,178$511,395,178
35Kingfisher Capital, LLC$1,721,898$494,184,812$494,184,812
36Kenneth Frenke & Co., Inc.$657,801$155,241,009$155,241,009
37Ironsides Asset Advisors, LLC$1,688,391$386,633,541$236,382,865$623,016,406
38Investor Advisory Group, LLC$323,956$141,568,794$141,568,794
39Horizons Wealth Management, Inc.$269,299$122,530,878$122,530,878
40Hollingsworth Avent Averre & Purvis, Pa$812,109$127,501,078$127,501,078
41Hilltop Wealth Advisors, LLC$259,568$335,361,704$335,361,704
42Hayden Harper Wealth Advisory, LLC$537,129$140,727,707$140,727,707
43Harbor Capital Management Inc$527,111$224,420,822$69,706,903$294,127,725
44Hamilton Point Investment Advisors, LLC$1,106,118$639,336,306$639,336,306
45GREERWALKER WEALTH MANAGEMENT LLC$1,799,116$309,447,871$309,447,871
46Frazier Financial Consultants, LLC$496,308$146,410,967$146,410,967
47First Financial Group Corporation$272,480$190,191,000$190,191,000
48Financial Symmetry Incorporated$199,141$284,256,771$380,476,878$664,733,649
49FINANCIAL PLANNING SERVICES, INC.$510,663$141,453,548$141,453,548
50Delegate Advisors, LLC$1,277,820$146,560,527$736,413,163$882,973,690
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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 Research.

Reprints: For reprints of these rankings, please contact Caroline Murphy.

*Methodology: InvestmentNews qualified 2,756 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2020, (2) total AUM is at least $100M, (3) does not have employees who are registered representatives of a broker-dealer, (4) managed assets for individual 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 July 2021.