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.$453,505$6,715,479,000$853,065,000$7,568,544,000
2Homrich Berg$626,211$2,078,650,000$486,310,000$2,564,960,000
3Southeast Asset Advisors Inc.$2,065,775$611,379,003$929,689,410$1,541,068,413
5Capital Investment Advisors$250,050$1,083,781,524$9,685,061$1,093,466,585
7A. Montag & Associates Inc.$1,071,324$934,732,698$4,818,235$939,550,933
8Capital Directions$1,169,811$752,000,000$178,000,000$930,000,000
9Windham Brannon Financial Group$560,042$762,217,519$0$762,217,519
10Gratus Capital Management$665,198$415,000,000$189,000,000$604,000,000
11Patton Albertson & Miller$572,644$485,929,097$8,835,019$494,764,116
12The Fiduciary Group$495,107$465,275,682$18,443,818$483,719,500
13American Financial Advisors$212,988$480,073,867$0$480,073,867
14Berman Capital Advisors$674,948$0$441,416,181$441,416,181
15Cornerstone Management Inc.$391,469$430,338,928$668,914$431,007,842
16Smith & Howard Wealth Management$2,367,729$428,559,000$0$428,559,000
17Family WMS$701,301$299,575,422$60,893,296$360,468,718
18Buckhead Investment Partners$374,850$282,392,140$67,717,806$350,109,946
19Sherrill & Hutchins Financial Advisory Inc.$257,103$293,869,100$0$293,869,100
20Redwood Wealth Management$131,204$265,162,553$0$265,162,553
21Nicholas Hoffman & Co.$323,208$256,963,627$7,420,660$264,384,287
22Oakbridge Partners, $375,027$256,789,249$1,604,203$258,393,452
23Chatham Capital Group Inc.$1,025,740$248,229,150$0$248,229,150
24Murphy Middleton Hinkle & Parker Inc.$339,379$226,350,000$8,500,000$234,850,000
25Glenmore Advisors$7,994,621$117,847,763$106,001,612$223,849,375
26DCA Global Investment Management$367,233$185,092,672$32,676,642$217,769,314
27Nova Wealth Management Group$1,804,043$201,640,654$412,194$202,052,848
28Gutt Financial Management$499,645$180,208,617$12,654,429$192,863,046
29Peachtree Wealth Management$7,325,540$42,625,185$147,838,847$190,464,032
30SG Financial Advisors$282,746$189,722,724$0$189,722,724
31Anthony Smith Advisors Inc.$408,837$82,298,386$106,993,133$189,291,519
32Compass Financial Consulting$230,115$172,051,000$9,280,000$181,331,000
33Resource Planning Group$216,814$178,220,896$0$178,220,896
34Day & Ennis$1,224,868$173,540,208$4,065,608$177,605,816
35George M. Hiller Cos.$183,315$152,703,560$20,162,890$172,866,450
36Rollins Financial Inc.$452,092$168,630,306$0$168,630,306
37Holcombe Financial Inc.$497,984$159,852,885$0$159,852,885
38HC Advisors$1,539,574$134,439,344$4,122,311$138,561,655
39C.W. O'Conner & Associates Inc.$328,537$57,000,000$80,000,000$137,000,000
40Private Client Group$168,056$52,000,000$69,000,000$121,000,000
41Kingsmark Private Financial Advisors$116,931$92,889,506$21,820,247$114,709,753
42Baugh & Associates$276,215$108,000,000$0$108,000,000
43Bryspen Inc.$375,746$0$104,081,532$104,081,532

Showing 1 to 43 of 43 entries

Page 1

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, 2012. (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.