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
1Ronald Blue & Co., LLC$352,947$5,615,333,000$106,642,000$5,721,975,000
2Homrich Berg$733,809$4,129,668,278$370,049,606$4,499,717,884
3Signaturefd, LLC$2,767,426$2,010,720,282$549,149,064$2,559,869,346
4Southeast Asset Advisors Inc$2,167,869$896,504,943$1,141,291,987$2,037,796,930
5Capital Directions$1,829,413$1,326,000,000$605,860,000$1,931,860,000
6Balentine$1,362,078$1,826,627,642$18,987,987$1,845,615,629
7Capital Investment Advisors, LLC$292,657$1,681,300,000$12,600,000$1,693,900,000
8Montag$1,469,890$1,392,539,348$216,989,952$1,609,529,300
9Arcus Capital Partners, LLC$767,204$1,435,039,940$16,510,341$1,451,550,281
10Brightworth$728,602$1,430,975,000$0$1,430,975,000
11ACG Wealth, Inc.$168,238$1,113,295,568$259,360,017$1,372,655,585
12TrueWealth Management$524,824$1,188,725,816$0$1,188,725,816
13Buckhead Capital Management, LLC$6,874,125$925,773,507$256,576,031$1,182,349,538
14Berman Capital Advisors$603,657$582,772,871$569,608,850$1,152,381,721
15Cornerstone Management, Inc.$540,177$757,421,200$986,635$758,407,835
16Buckhead Investment Partners, LLC$279,696$564,934,480$92,911,175$657,845,655
17BT Wealth Management$826,029$410,000,000$212,000,000$622,000,000
18Nicholas Hoffman & Company$315,211$451,563,083$147,967,984$599,531,067
19Oakbridge Partners, Ltd.$453,403$579,392,479$9,578,230$588,970,709
20American Financial Advisors.$258,485$549,797,550$0$549,797,550
21Redwood Wealth Management$192,607$543,922,298$0$543,922,298
22Family WMS$887,894$402,502,888$119,579,067$522,081,955
23Smith & Howard Wealth Management$902,571$480,167,701$0$480,167,701
24Chatham Capital Group Inc$1,003,343$417,552,616$841,281$418,393,897
25Kays Financial Advisory Corp$234,074$378,810,969$33,861,778$412,672,747
26Cahaba Wealth Management, Inc.$461,849$404,117,757$0$404,117,757
27Peachtree Wealth Management$9,502,945$43,580,340$355,543,359$399,123,699
28Sherrill & Hutchins Financial Advisory Inc$247,117$373,515,412$8,279,765$381,795,177
29Rollins Financial Inc$583,332$361,665,981$0$361,665,981
30Nova Wealth Management Group$393,630$307,286,189$532,610$307,818,799
31Anthony Smith Advisors, Inc.$548,303$184,370,021$121,034,931$305,404,952
32MMHP Investment Advisors$366,583$278,700,000$12,000,000$290,700,000
33Peachtree Investment Advisors, Inc.$775,727$262,352,576$18,460,420$280,812,996
34Cedar Rowe Partners$545,056$247,437,665$31,086,137$278,523,802
35SG Financial Advisors$303,919$255,900,000$0$255,900,000
36Resource Planning Group, Ltd.$256,172$254,634,793$0$254,634,793
37HC Advisors$2,250,626$233,536,886$7,280,120$240,817,006
38Compass Financial Consulting$308,348$223,113,000$7,840,000$230,953,000
39Holcombe Financial, Inc.$450,334$209,076,416$15,189,795$224,266,211
40Day & Ennis$321,441$208,513,243$1,387,510$209,900,753
41Gutt Financial Management$509,567$181,834,443$19,954,141$201,788,584
42Vickery Financial Services, Inc.$132,271$0$201,316,541$201,316,541
43C.W. O'Conner & Associates, Inc.$393,281$78,000,000$121,000,000$199,000,000
44Investors Research Corporation$348,640$191,054,987$0$191,054,987
45Investors Asset Management Of Georgia Inc$378,813$183,469,202$7,452,544$190,921,746
46Hammond Investment Planning Corporation$1,789,683$178,968,334$0$178,968,334
47Checks & Balances$5,338,600$165,496,610$0$165,496,610
48Kingsmark Private Financial Advisors$165,567$128,107,801$23,883,113$151,990,914
49Integras Partners, LLC$217,501$111,444,070$36,674,164$148,118,234
50Baugh & Associates$379,487$148,000,000$0$148,000,000
Next Page »

Showing 1 to 50 of 58 entries

Page 1 | 2

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 1,906 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2017. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2017, (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) nor one who is an insurance company or agency.

Database last updated on June 5, 2017.