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$663,650$4,937,834,217$658,728,186$5,596,562,403
2Signaturefd, LLC$670,789$2,522,127,824$653,386,983$3,175,514,807
3Balentine$1,552,272$1,738,534,628$734,234,309$2,472,768,937
4Southeast Asset Advisors Inc$2,361,196$1,056,299,612$1,146,695,918$2,202,995,530
5Berman Capital Advisors, LLC$3,948,741$880,083,781$1,279,877,334$2,159,961,115
6Capital Investment Advisors, LLC$329,252$2,114,200,000$13,100,000$2,127,300,000
7Montag$1,666,411$1,602,921,787$236,795,880$1,839,717,667
8Arcus Capital Partners, LLC$5,450,504$1,664,634,649$14,120,656$1,678,755,305
9TrueWealth Management$567,999$1,344,092,547$100,897,453$1,444,990,000
10BIP Wealth$312,707$705,412,809$158,597,225$864,010,034
11Cornerstone Management, Inc.$588,701$847,489,826$1,417,320$848,907,146
12Nicholas Hoffman & Company$605,309$514,486,804$279,072,834$793,559,638
13BT Wealth Management$745,000$600,302,324$184,927,715$785,230,039
14Oakbridge Partners, Ltd.$491,241$680,588,612$15,499,422$696,088,034
15American Financial Advisors.$309,626$645,571,002$0$645,571,002
16Redwood Wealth Management$230,784$634,193,292$0$634,193,292
17Cahaba Wealth Management, Inc.$568,982$580,361,980$0$580,361,980
18Smith & Howard Wealth Management$796,011$534,919,392$0$534,919,392
19Family WMS$828,804$409,026,216$115,606,441$524,632,657
20Kays Financial Advisory Corp$291,752$495,103,937$0$495,103,937
21Rollins Financial Inc$776,887$480,116,121$0$480,116,121
22Chatham Capital Group Inc$1,100,257$450,005,224$0$450,005,224
23Nova Wealth Management Group$412,542$424,312,287$606,333$424,918,620
24Sherrill & Hutchins Financial Advisory Inc$318,012$404,581,476$7,879,984$412,461,460
25Cedar Rowe Partners$656,423$332,744,601$23,036,869$355,781,470
26Peachtree Investment Advisors, Inc.$900,029$317,140,257$13,170,355$330,310,612
27MMHP Investment Advisors$315,434$316,380,300$0$316,380,300
28Resource Planning Group, Ltd.$282,340$313,115,504$0$313,115,504
29SG Financial Advisors$320,246$285,659,000$0$285,659,000
30Jamison Private Wealth Management, Inc.$408,024$264,000,000$10,600,000$274,600,000
31Inlight Wealth$647,692$248,409,003$18,440,187$266,849,190
32HC Advisors$559,729$258,313,832$3,079,754$261,393,586
33Holcombe Financial, Inc.$504,091$243,579,161$15,523,729$259,102,890
34Peachtree Wealth Management$5,824,325$43,172,411$213,097,910$256,270,321
35Day & Ennis$361,121$237,667,589$1,394,389$239,061,978
36Vickery Financial Services, Inc.$138,798$0$237,622,863$237,622,863
37C.W. O'Conner Wealth Advisors, Inc.$472,279$100,000,000$130,000,000$230,000,000
38IRC Wealth$360,504$228,559,705$0$228,559,705
39Gutt Financial Management$594,256$213,446,363$14,748,042$228,194,405
40Anthony Smith Advisors, Inc.$493,362$208,237,822$11,801,549$220,039,371
41Hammond Investment Planning Corporation$2,004,450$214,476,196$0$214,476,196
42Investors Asset Management Of Georgia Inc$470,800$201,031,778$0$201,031,778
43Eads & Heald Wealth Management$699,967$197,390,675$0$197,390,675
44Elwood & Goetz$138,189$197,195,518$0$197,195,518
45Waypoint Wealth Counsel LLC$677,816$159,722,000$28,033,000$187,755,000
46Checks & Balances$5,705,087$171,152,619$0$171,152,619
47JPH Advisory Group, Inc.$213,814$160,612,789$6,589,990$167,202,779
48Baugh & Associates$402,628$158,402,999$5,064,141$163,467,140
49Weaver Capital Management, LLC$212,658$153,678,896$5,601,867$159,280,763
50Kingsmark Private Financial Advisors$162,661$156,967,441$1,627,388$158,594,829
Next Page »

Showing 1 to 50 of 61 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 2,172 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2018. 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) not one who is an insurance company or agency.

Database last updated on June 11, 2018.

X

Hi! Glad you're here and we hope you like all the great work we do here at InvestmentNews. But what we do is expensive and is funded in part by our sponsors. So won't you show our sponsors a little love by whitelisting investmentnews.com? It'll help us continue to serve you.

Yes, show me how to whitelist investmentnews.com

Ad blocker detected. Please whitelist us or give premium a try.