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

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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