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

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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