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
1Bull City Advisors, Llc$1,887,909$105,722,902$105,722,902
2Camden Financial Management, Inc.$590,029$110,335,502$110,335,502
3Hayden Harper Advisory, Llc$455,448$110,673,873$110,673,873
4Frazier Financial Consultants, Llc$372,535$112,505,650$112,505,650
5Financial Planning Services, Inc.$1,007,839$112,877,931$112,877,931
6Auctus Advisors Llc$372,182$131,752,471$131,752,471
7Keatley Wealth Management, Llc$448,324$152,878,636$152,878,636
8Live Oak Private Wealth, Llc$501,652$163,036,740$163,036,740
9Old Peak Finance$561,714$204,463,975$204,463,975
10Arjuna Capital, Llc$805,922$211,151,447$211,151,447
11Strathmore Capital Advisors$322,957$213,474,305$213,474,305
12Jolley Asset Management, Llc$664,386$244,494,045$244,494,045
13Townsend Asset Management Corp.$837,720$249,999,813$7,180,260$257,180,073
14Carolina Capital Consulting, Inc.$510,051$284,098,580$284,098,580
15Cook Wealth Management Group Llc$333,825$302,779,262$302,779,262
16Woodward Financial Advisors, Inc.$410,659$324,420,238$324,420,238
17Kuhn Advisors, Inc.$399,462$331,953,061$331,953,061
18Greerwalker Wealth Management Llc$708,038$407,121,620$407,121,620
19Bluesky Wealth Advisors, Llc$345,845$426,080,912$426,080,912
20Sapere Wealth Management, LLC$1,772,936$436,142,152$436,142,152
21Mcshane Partners$1,564,356$474,000,000$474,000,000
22Altavista Wealth Management, Inc.$526,842$469,480,873$18,375,197$487,856,070
23Arbor Investment Advisors$584,687$509,791,633$21,104,137$530,895,770
24Ironsides Asset Advisors, Llc$1,778,582$416,436,846$166,937,895$583,374,741
25Triad Financial Advisors, Inc.$311,158$608,368,411$19,547,852$627,916,263
26Sheets Smith Wealth Management$890,115$724,553,284$724,553,284
27Delegate Advisors, Llc$1,337,693$147,404,496$647,185,282$794,589,778
28Novare Capital Management$757,163$977,011,765$2,000,000$979,011,765
29Boys Arnold & Co. Inc.$1,038,679$1,091,651,390$1,091,651,390
30Stearns Financial Group$619,532$1,310,310,191$1,310,310,191
31Salem Investment Counselors Inc$821,423$1,356,991,192$1,356,991,192
32Biltmore Family Office, Llc$2,263,571$887,552,705$696,947,068$1,584,499,773
33Colony Family Offices, Llc$4,524,180$1,576,870,343$47,310,290$1,624,180,633

Showing 1 to 33 of 33 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 2,298 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of November 1, 2019. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2019, (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 January 15, 2020.


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