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.$471,378$7,012,161,000$815,546,000$7,827,707,000
2Homrich Berg$667,576$3,038,855,519$335,074,969$3,373,930,488
3Arcus Capital Partners, LLC$1,028,766$1,357,330,002$14,014,851$1,371,344,853
4Capital Directions$645,831$948,600,000$345,000,000$1,293,600,000
5Balentine$1,131,401$994,927,364$266,584,193$1,261,511,557
6Montag$1,202,339$1,132,513,010$113,110,064$1,245,623,074
7Capital Investment Advisors$256,411$1,155,400,000$10,500,000$1,165,900,000
8Brightworth$908,617$1,077,620,000$0$1,077,620,000
9Windham Brannon Financial Group$608,033$860,974,328$0$860,974,328
10Gratus Capital Management$987,090$687,265,815$29,361,631$716,627,446
11The Fiduciary Group$546,093$552,987,597$23,141,022$576,128,619
12Patton Albertson & Miller$610,258$508,924,387$7,354,233$516,278,620
13American Financial Advisors.$223,358$515,509,677$0$515,509,677
14Berman Capital Advisors$591,260$0$512,031,328$512,031,328
15Cornerstone Management, Inc.$441,410$511,097,255$496,881$511,594,136
16Smith & Howard Wealth Management$843,506$511,164,913$0$511,164,913
17Buckhead Investment Partners, LLC$312,422$345,308,824$118,324,908$463,633,732
18Chatham Capital Group Inc$1,090,601$394,797,382$0$394,797,382
19Family WMS$869,302$327,755,952$61,691,435$389,447,387
20Redwood Wealth Management$165,672$356,028,144$0$356,028,144
21Sherrill & Hutchins Financial Advisory Inc$268,303$342,893,663$6,974,090$349,867,753
22Nicholas Hoffman & Company$294,983$331,718,847$13,706,053$345,424,900
23Oakbridge Partners, Ltd.$417,999$320,974,697$1,720,270$322,694,967
24MMHP Investment Advisors$348,785$263,400,000$9,350,000$272,750,000
25Nova Wealth Management Group$289,227$269,358,740$489,624$269,848,364
26Kays Financial Advisory Corp$211,598$241,910,593$24,279,717$266,190,310
27Peachtree Wealth Management$8,411,427$43,371,397$217,382,827$260,754,224
28BT Wealth Management$657,700$234,141,113$0$234,141,113
29Cambridge Wealth Counsel$1,485,261$0$233,186,000$233,186,000
30DCA Global Investment Management$412,223$191,925,809$36,445,970$228,371,779
31Anthony Smith Advisors, Inc.$478,234$105,186,292$116,714,187$221,900,479
32Cahaba Wealth Management, Inc.$488,889$220,000,000$0$220,000,000
33Rollins Financial Inc$547,504$214,621,700$0$214,621,700
34Resource Planning Group, Ltd.$253,014$205,700,599$0$205,700,599
35Compass Financial Consulting$260,356$189,531,000$14,067,000$203,598,000
36SG Financial Advisors$308,799$198,249,098$0$198,249,098
37Day & Ennis$318,895$189,505,819$5,019,832$194,525,651
38Holcombe Financial, Inc.$565,878$188,487,000$1,082,000$189,569,000
39Gutt Financial Management$380,548$174,184,799$11,142,007$185,326,806
40George M. Hiller Companies$186,852$146,376,000$23,099,000$169,475,000
41HC Advisors$1,895,778$160,555,830$4,376,853$164,932,683
42Investors Asset Management Of Georgia Inc$471,993$147,537,324$8,692,330$156,229,654
43C.W. O'Conner & Associates, Inc.$369,019$60,698,939$88,753,808$149,452,747
44Vickery Financial Services, Inc.$119,370$0$144,914,609$144,914,609
45Kingsmark Private Financial Advisors$120,994$99,019,931$22,578,653$121,598,584
46Baugh & Associates$314,286$121,000,000$0$121,000,000
47Bryspen, Incorporated$421,203$0$117,515,768$117,515,768
48JPH Advisory Group, Inc.$803,188$111,578,737$3,277,189$114,855,926
49Preston & Cleveland Wealth Management$179,370$102,864,627$7,806,468$110,671,095
50TandemGrowth Financial Advisors$521,972$94,262,637$13,263,603$107,526,240
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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 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1. To qualify, firms must have met the following criteria: (1) Latest ADV filing date is either on or after Jan. 1, 2014. (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 regulatory assets under management is attributable to pooled investment vehicles (other than investment companies). (6) No more than 25% of regulatory assets under management is attributable to pension and profit-sharing plans (but not the plan participants). (7) No more than 25% 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.