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
1Homrich Berg$733,809$4,129,668,278$370,049,606$4,499,717,884
2Signaturefd, LLC$2,767,426$2,010,720,282$549,149,064$2,559,869,346
3Southeast Asset Advisors Inc$2,167,869$896,504,943$1,141,291,987$2,037,796,930
4Capital Directions$1,829,413$1,326,000,000$605,860,000$1,931,860,000
5Balentine$1,362,078$1,826,627,642$18,987,987$1,845,615,629
6Capital Investment Advisors, LLC$292,657$1,681,300,000$12,600,000$1,693,900,000
7Montag$1,469,890$1,392,539,348$216,989,952$1,609,529,300
8Arcus Capital Partners, LLC$767,204$1,435,039,940$16,510,341$1,451,550,281
9ACG Wealth, Inc.$168,238$1,113,295,568$259,360,017$1,372,655,585
10TrueWealth Management$524,824$1,188,725,816$0$1,188,725,816
11Buckhead Capital Management, LLC$6,874,125$925,773,507$256,576,031$1,182,349,538
12Cornerstone Management, Inc.$540,177$757,421,200$986,635$758,407,835
13Buckhead Investment Partners, LLC$279,696$564,934,480$92,911,175$657,845,655
14BT Wealth Management$826,029$410,000,000$212,000,000$622,000,000
15Nicholas Hoffman & Company$315,211$451,563,083$147,967,984$599,531,067
16Oakbridge Partners, Ltd.$453,403$579,392,479$9,578,230$588,970,709
17American Financial Advisors.$258,485$549,797,550$0$549,797,550
18Redwood Wealth Management$192,607$543,922,298$0$543,922,298
19Family WMS$887,894$402,502,888$119,579,067$522,081,955
20Smith & Howard Wealth Management$902,571$480,167,701$0$480,167,701
21Chatham Capital Group Inc$1,003,343$417,552,616$841,281$418,393,897
22Kays Financial Advisory Corp$234,074$378,810,969$33,861,778$412,672,747
23Cahaba Wealth Management, Inc.$461,849$404,117,757$0$404,117,757
24Peachtree Wealth Management$9,502,945$43,580,340$355,543,359$399,123,699
25Sherrill & Hutchins Financial Advisory Inc$247,117$373,515,412$8,279,765$381,795,177
26Rollins Financial Inc$583,332$361,665,981$0$361,665,981
27Nova Wealth Management Group$393,630$307,286,189$532,610$307,818,799
28Anthony Smith Advisors, Inc.$548,303$184,370,021$121,034,931$305,404,952
29MMHP Investment Advisors$366,583$278,700,000$12,000,000$290,700,000
30Peachtree Investment Advisors, Inc.$775,727$262,352,576$18,460,420$280,812,996
31Cedar Rowe Partners$545,056$247,437,665$31,086,137$278,523,802
32SG Financial Advisors$303,919$255,900,000$0$255,900,000
33Resource Planning Group, Ltd.$256,172$254,634,793$0$254,634,793
34HC Advisors$2,250,626$233,536,886$7,280,120$240,817,006
35Compass Financial Consulting$308,348$223,113,000$7,840,000$230,953,000
36Holcombe Financial, Inc.$450,334$209,076,416$15,189,795$224,266,211
37Day & Ennis$321,441$208,513,243$1,387,510$209,900,753
38Gutt Financial Management$509,567$181,834,443$19,954,141$201,788,584
39Vickery Financial Services, Inc.$132,271$0$201,316,541$201,316,541
40C.W. O'Conner & Associates, Inc.$393,281$78,000,000$121,000,000$199,000,000
41Investors Research Corporation$348,640$191,054,987$0$191,054,987
42Investors Asset Management Of Georgia Inc$378,813$183,469,202$7,452,544$190,921,746
43Eads & Heald Investment Counsel$638,761$180,769,282$0$180,769,282
44Hammond Investment Planning Corporation$1,789,683$178,968,334$0$178,968,334
45Checks & Balances$5,338,600$165,496,610$0$165,496,610
46Kingsmark Private Financial Advisors$165,567$128,107,801$23,883,113$151,990,914
47Waypoint Wealth Counsel LLC$624,157$100,618,744$51,051,385$151,670,129
48Integras Partners, LLC$217,501$111,444,070$36,674,164$148,118,234
49Baugh & Associates$379,487$148,000,000$0$148,000,000
50JPH Advisory Group, Inc.$206,190$142,737,524$3,451,158$146,188,682
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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 1,937 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of November 1, 2017. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2016, (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 December 11, 2017.