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.$467,988$7,423,150,000$848,542,000$8,271,692,000
2Homrich Berg$731,084$3,518,249,697$417,905,951$3,936,155,648
3Capital Directions$1,543,758$1,102,674,000$512,097,000$1,614,771,000
4Arcus Capital Partners, LLC$1,010,054$1,473,740,363$31,239,472$1,504,979,835
5Montag$1,358,573$1,248,953,972$135,431,579$1,384,385,551
6Capital Investment Advisors$271,633$1,335,100,000$11,386,000$1,346,486,000
7Balentine$916,074$1,042,782,414$250,714,142$1,293,496,556
8Brightworth$889,336$1,205,939,000$0$1,205,939,000
9Atlanta Capital Group$424,702$758,720,023$351,026,000$1,109,746,023
10TrueWealth Management$714,231$1,001,352,310$0$1,001,352,310
11Berman Capital Advisors$623,835$66,828,208$671,792,573$738,620,781
12The Fiduciary Group$1,330,758$607,603,071$27,168,599$634,771,670
13Cornerstone Management, Inc.$487,828$588,002,625$317,851$588,320,476
14Smith & Howard Wealth Management$773,180$555,142,976$0$555,142,976
15Patton Albertson & Miller$622,094$516,815,438$8,853,924$525,669,362
16American Financial Advisors.$213,039$495,528,395$0$495,528,395
17Buckhead Investment Partners, LLC$284,779$409,447,474$53,318,265$462,765,739
18Nicholas Hoffman & Company$304,532$427,886,960$14,293,751$442,180,711
19Chatham Capital Group Inc$1,089,533$414,022,605$0$414,022,605
20Family WMS$729,236$343,260,074$57,819,701$401,079,775
21Redwood Wealth Management$162,756$375,965,412$0$375,965,412
22Sherrill & Hutchins Financial Advisory Inc$265,350$360,378,657$7,131,041$367,509,698
23Oakbridge Partners, Ltd.$461,649$351,009,949$3,998,396$355,008,345
24Cahaba Wealth Management, Inc.$351,863$301,195,054$0$301,195,054
25Anthony Smith Advisors, Inc.$536,835$166,685,380$131,257,897$297,943,277
26Kays Financial Advisory Corp$208,074$258,953,388$25,484,161$284,437,549
27MMHP Investment Advisors$364,736$273,500,000$9,900,000$283,400,000
28Rollins Financial Inc$585,540$274,618,260$0$274,618,260
29Peachtree Wealth Management$9,134,184$42,660,095$231,365,420$274,025,515
30Nova Wealth Management Group$321,517$259,311,338$474,114$259,785,452
31Cambridge Wealth Counsel$231,627$244,366,000$0$244,366,000
32BT Wealth Management$567,581$238,384,000$0$238,384,000
33DCA Global Investment Management$440,921$198,730,598$36,280,197$235,010,795
34Resource Planning Group, Ltd.$254,544$230,107,611$0$230,107,611
35Compass Financial Consulting$336,777$210,888,000$2,292,000$213,180,000
36Holcombe Financial, Inc.$462,213$201,544,500$5,064,500$206,609,000
37Gutt Financial Management$403,963$185,910,862$14,050,677$199,961,539
38SG Financial Advisors$340,625$196,200,000$0$196,200,000
39Day & Ennis$313,584$193,644,854$1,090,705$194,735,559
40C.W. O'Conner & Associates, Inc.$432,127$65,000,000$126,000,000$191,000,000
41Vickery Financial Services, Inc.$128,630$0$180,596,420$180,596,420
42HC Advisors$1,836,654$173,014,152$5,141,265$178,155,417
43Investors Asset Management Of Georgia Inc$429,633$163,170,336$13,408,727$176,579,063
44Checks & Balances$4,951,126$148,533,777$0$148,533,777
45Preston & Cleveland Wealth Management$201,585$137,702,281$9,253,179$146,955,460
46Kingsmark Private Financial Advisors$171,046$118,166,281$14,907,460$133,073,741
47George M. Hiller Companies$152,859$106,400,000$24,600,000$131,000,000
48Baugh & Associates$342,105$130,000,000$0$130,000,000
49Bryspen, Incorporated$449,415$0$127,633,800$127,633,800
50JPH Advisory Group, Inc.$880,970$124,216,759$0$124,216,759
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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 over 1,600 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2015. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2015, (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 11, 2015.