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.$403,778$5,540,381,000$1,096,121,000$6,636,502,000
2Signaturefd, LLC$2,567,928$1,946,731,918$351,563,737$2,298,295,655
3Capital Directions$1,385,452$1,190,000,000$467,000,000$1,657,000,000
4Balentine$1,120,514$1,271,881,702$217,281,611$1,489,163,313
5Montag$1,373,096$1,250,272,822$192,851,476$1,443,124,298
6Capital Investment Advisors$264,779$1,400,200,000$11,600,000$1,411,800,000
7Arcus Capital Partners, LLC$800,531$1,333,055,834$18,239,986$1,351,295,820
8Brightworth$805,341$1,227,340,000$0$1,227,340,000
9Atlanta Capital Group$376,394$801,580,240$309,157,992$1,110,738,232
10TrueWealth Management$512,457$1,020,815,271$0$1,020,815,271
11Berman Capital Advisors$645,554$521,354,488$437,938,778$959,293,266
12Cornerstone Management, Inc.$494,899$660,873,191$1,796,736$662,669,927
13Smith & Howard Wealth Management$754,204$566,407,316$0$566,407,316
14Buckhead Investment Partners, LLC$200,368$486,793,320$65,420,255$552,213,575
15BT Wealth Management$777,599$337,949,915$193,150,000$531,099,915
16Oakbridge Partners, Ltd.$429,392$494,101,147$9,145,973$503,247,120
17American Financial Advisors.$239,711$497,401,085$0$497,401,085
18Nicholas Hoffman & Company$283,880$353,162,517$134,826,558$487,989,075
19Family WMS$830,500$387,230,188$62,900,842$450,131,030
20Redwood Wealth Management$167,568$435,174,038$0$435,174,038
21Chatham Capital Group Inc$992,327$391,441,240$528,058$391,969,298
22Sherrill & Hutchins Financial Advisory Inc$253,369$346,371,008$6,824,946$353,195,954
23Kays Financial Advisory Corp$210,668$307,218,248$25,848,207$333,066,455
24Rollins Financial Inc$560,364$318,846,879$0$318,846,879
25Cahaba Wealth Management, Inc.$408,459$310,020,741$0$310,020,741
26Peachtree Wealth Management$7,334,136$263,991,046$44,042,649$308,033,695
27Anthony Smith Advisors, Inc.$524,663$167,320,493$115,997,549$283,318,042
28Nova Wealth Management Group$280,240$272,173,244$499,955$272,673,199
29MMHP Investment Advisors$348,837$259,500,000$10,500,000$270,000,000
30DCA Global Investment Management$482,875$204,749,216$35,239,780$239,988,996
31Cambridge Wealth Counsel$240,161$203,991,820$34,487,785$238,479,605
32Resource Planning Group, Ltd.$255,076$233,139,138$0$233,139,138
33HC Advisors$2,138,453$213,260,956$6,999,667$220,260,623
34Compass Financial Consulting$328,790$204,814,000$2,324,000$207,138,000
35SG Financial Advisors$291,915$205,800,000$0$205,800,000
36Holcombe Financial, Inc.$416,283$189,670,946$11,393,733$201,064,679
37Day & Ennis$307,447$196,763,213$925,395$197,688,608
38Gutt Financial Management$454,029$177,604,897$15,811,643$193,416,540
39C.W. O'Conner & Associates, Inc.$363,636$67,000,000$113,000,000$180,000,000
40Investors Asset Management Of Georgia Inc$383,982$166,345,203$11,054,551$177,399,754
41Vickery Financial Services, Inc.$116,417$0$166,243,526$166,243,526
42Preston & Cleveland Wealth Management$189,288$153,274,666$10,837,911$164,112,577
43Checks & Balances$5,243,298$157,298,944$0$157,298,944
44Kingsmark Private Financial Advisors$178,675$116,856,295$24,475,440$141,331,735
45Baugh & Associates$329,114$130,000,000$0$130,000,000
46JPH Advisory Group, Inc.$756,407$128,589,214$0$128,589,214
47Integras Partners, LLC$226,190$91,111,704$32,840,587$123,952,291
48Bryspen, Incorporated$444,584$0$123,594,395$123,594,395
49George M. Hiller Companies$153,628$97,075,599$25,519,858$122,595,457
50TandemGrowth Financial Advisors$546,750$107,348,400$11,843,109$119,191,509
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Showing 1 to 50 of 52 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 1,719 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2016. 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) not one who is an insurance company or agency.

Database last updated on June 6, 2016.