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$4,524,180$1,576,870,343$47,310,290$1,624,180,633
2Biltmore Family Office, LLC$2,263,571$887,552,705$696,947,068$1,584,499,773
3Salem Investment Counselors Inc$821,423$1,356,991,192$1,356,991,192
4Stearns Financial Group$619,532$1,310,310,191$1,310,310,191
5Boys Arnold & Co. Inc.$1,038,679$1,091,651,390$1,091,651,390
6Novare Capital Management$757,163$977,011,765$2,000,000$979,011,765
7Delegate Advisors, LLC$1,337,693$147,404,496$647,185,282$794,589,778
8Sheets Smith Wealth Management$890,115$724,553,284$724,553,284
9Triad Financial Advisors, Inc.$311,158$608,368,411$19,547,852$627,916,263
10Ironsides Asset Advisors$1,778,582$416,436,846$166,937,895$583,374,741
11Arbor Investment Advisors$584,687$509,791,633$21,104,137$530,895,770
12Altavista Wealth Management, Inc.$526,842$469,480,873$18,375,197$487,856,070
13Rinehart Wealth & Investment Advisory$1,564,356$474,000,000$474,000,000
14Sapere Wealth Management, LLC$1,772,936$436,142,152$436,142,152
15Bluesky Wealth Advisors$345,845$426,080,912$426,080,912
16Greerwalker Wealth Management LLC$708,038$407,121,620$407,121,620
17Kuhn Advisors, Inc.$399,462$331,953,061$331,953,061
18Woodward Financial Advisors, Inc.$410,659$324,420,238$324,420,238
19Carolina Capital Consulting, Inc.$510,051$284,098,580$284,098,580
20Townsend Asset Management Corp.$837,720$249,999,813$7,180,260$257,180,073
21Strathmore Capital Advisors$322,957$213,474,305$213,474,305
22Arjuna Capital, LLC$806,618$211,333,852$211,333,852
23Old Peak Finance$561,714$204,463,975$204,463,975
24Keatley Wealth Management, LLC$448,324$152,878,636$152,878,636
25Auctus Advisors LLC$372,182$131,752,471$131,752,471
26Financial Planning Services, Inc.$1,007,839$112,877,931$112,877,931
27Frazier Financial Consultants, LLC$372,535$112,505,650$112,505,650
28Hayden Harper Advisory, LLC$455,448$110,673,873$110,673,873
29Camden Financial Management, Inc.$590,029$110,335,502$110,335,502
30Bull City Advisors, LLC$1,887,909$105,722,902$105,722,902

Showing 1 to 30 of 30 entries

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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 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.

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