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 |
|---|---|---|---|---|---|
| 1 | FINANCIAL SYMMETRY INC. | $211,740 | $380,772,149 | $431,885,203 | $812,657,352 |
| 2 | OAK HARBOR WEALTH PARTNERS, LLC | $449,394 | $304,892,114 | $242,919,657 | $547,811,771 |
| 3 | PARSEC FINANCIAL | $684,865 | $4,000,945,118 | $225,359,140 | $4,226,304,258 |
| 4 | INVESTOR ADVISORY GROUP | $362,781 | — | $154,544,746 | $154,544,746 |
| 5 | VERUM PARTNERS LLC | $670,577 | $253,593,941 | $142,717,164 | $396,311,105 |
| 6 | SPARTAN PLANNING GROUP | $279,633 | $125,196,172 | $123,677,084 | $248,873,256 |
| 7 | DAVIS FINANCIAL PLANNING | $442,929 | — | $104,974,126 | $104,974,126 |
| 8 | TIMONIER | $605,993 | $307,916,449 | $101,128,983 | $409,045,432 |
| 9 | ABSHER WEALTH MANAGEMENT, LLC | $493,527 | $758,475,945 | $54,856,249 | $813,332,194 |
| 10 | ACCRUENT WEALTH ADVISORS | $236,106 | $93,148,635 | $48,986,959 | $142,135,594 |
| 11 | WHITENER CAPITAL MANAGEMENT, INC | $355,210 | $339,651,229 | $48,948,771 | $388,600,000 |
| 12 | COLLEGIATE CAPITAL MANAGEMENT, INC. | $289,825 | $450,924,819 | $48,153,401 | $499,078,220 |
| 13 | INTEGRATED WEALTHCARE, LLC | $1,427,148 | $77,623,538 | $39,402,612 | $117,026,150 |
| 14 | MILL CAPITAL MANAGEMENT, LLC | $7,575,334 | $1,063,237,378 | $35,186,027 | $1,098,423,405 |
| 15 | WOODARD & CO ASSET MANAGEMENT GROUP INC | $525,778 | $933,700,000 | $29,000,000 | $962,700,000 |
| 16 | CASCADES CAPITAL ASSET MANAGEMENT, LLC | $350,455 | $194,432,494 | $20,396,386 | $214,828,880 |
| 17 | COPPERLEAF CAPITAL, LLC | $303,514 | $180,695,455 | $17,195,898 | $197,891,353 |
| 18 | TOWNSEND ASSET MANAGEMENT CORP. | $378,455 | $351,095,062 | $16,006,172 | $367,101,234 |
| 19 | TANNIN CAPITAL, LLC | $552,542 | $193,185,964 | $14,017,371 | $207,203,335 |
| 20 | ARBOR INVESTMENT ADVISORS | $785,842 | $846,462,635 | $13,248,940 | $859,711,575 |
| 21 | TASSEL CAPITAL MANAGEMENT, INC | $232,658 | $151,846,450 | $13,108,221 | $164,954,671 |
| 22 | FIRST FINANCIAL GROUP | $303,595 | $217,000,000 | $11,000,000 | $228,000,000 |
| 23 | STRATHMORE CAPITAL ADVISORS | $486,559 | $358,444,155 | $9,880,985 | $368,325,140 |
| 24 | LUMINA WEALTH MANAGEMENT, LLC | $332,933 | $154,229,935 | $9,240,407 | $163,470,342 |
| 25 | PEACE OF MIND WEALTH MANAGEMENT | $278,200 | $132,402,912 | $9,200,972 | $141,603,884 |
| 26 | BEACON FINANCIAL STRATEGIES CORP. | $454,615 | $234,442,840 | $6,048,641 | $240,491,481 |
| 27 | CORNERSTONE WEALTH PLANNING | $278,293 | $179,157,593 | $5,907,062 | $185,064,655 |
| 28 | PARK RIDGE ASSET MANAGEMENT | $369,865 | $185,155,796 | $5,694,789 | $190,850,585 |
| 29 | ATLANTIC PRIVATE WEALTH, LLC | $604,340 | $645,613,191 | $5,260,509 | $650,873,700 |
| 30 | BEACON WEALTHCARE LLC | $283,085 | $232,941,056 | $2,868,836 | $235,809,892 |
| 31 | TRANSITUS WEALTH PARTNERS LLC | $703,517 | $230,057,272 | $2,806,974 | $232,864,246 |
| 32 | PRIVATE WEALTH MANAGEMENT OF NORTH CAROLINA LLC | $189,702 | $151,658,395 | $1,810,631 | $153,469,026 |
| 33 | DEFENDER CAPITAL | $787,368 | $372,700,000 | $1,300,000 | $374,000,000 |
| 34 | AMPHORA WEALTH MANAGEMENT, LLC | $232,532 | $102,454,886 | $1,254,254 | $103,709,140 |
| 35 | AUCTUS ADVISORS LLC | $624,866 | $342,961,738 | $714,821 | $343,676,559 |
| 36 | OLD PEAK FINANCE | $881,990 | $440,112,765 | — | $440,112,765 |
| 37 | FRAZIER FINANCIAL CONSULTANTS, LLC | $552,914 | $164,215,520 | — | $164,215,520 |
| 38 | CROWN WEALTH GROUP LLC | $265,324 | $202,441,997 | — | $202,441,997 |
| 39 | CROWN WEALTH GROUP LLC | $265,324 | $202,441,997 | — | $202,441,997 |
| 40 | ARJUNA CAPITAL, LLC | $962,731 | $403,384,379 | — | $403,384,379 |
| 41 | PROFESSIONAL WEALTH MANAGEMENT SERVICES LLC | $653,889 | $117,700,055 | — | $117,700,055 |
| 42 | PIEDMONT CAPITAL MANAGEMENT, LLC | $1,914,049 | $348,357,005 | — | $348,357,005 |
| 43 | SMITH PARTNERS WEALTH MANAGEMENT, LLC | $980,632 | $151,997,960 | — | $151,997,960 |
| 44 | DREHER FINANCIAL PARTNERS | $244,819 | $119,226,742 | — | $119,226,742 |
| 45 | CLEARVIEW WEALTH MANAGEMENT | $304,348 | $140,000,000 | — | $140,000,000 |
| 46 | ALPHA FINANCIAL ADVISORS, LLC | $294,319 | $412,341,503 | — | $412,341,503 |
| 47 | EARTH EQUITY ADVISORS, LLC | $284,221 | $178,491,035 | — | $178,491,035 |
| 48 | CASSIA CAPITAL PARTNERS LLC | $478,495 | $164,123,645 | — | $164,123,645 |
| 49 | FIRST OAK WEALTH MANAGEMENT, LLC | $410,060 | $232,503,952 | — | $232,503,952 |
| 50 | HOLLINGSWORTH AVENT AVERRE & PURVIS, PA | $862,580 | $142,325,738 | — | $142,325,738 |
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.
