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
2Homrich Berg$703,668$3,708,272,985$373,704,264$4,081,977,249
3Signaturefd, LLC$2,567,928$1,946,731,918$351,563,737$2,298,295,655
4Capital Directions$1,385,452$1,190,000,000$467,000,000$1,657,000,000
5Balentine$1,120,514$1,271,881,702$217,281,611$1,489,163,313
6Montag$1,373,096$1,250,272,822$192,851,476$1,443,124,298
7Capital Investment Advisors$264,779$1,400,200,000$11,600,000$1,411,800,000
8Arcus Capital Partners, LLC$768,099$1,379,697,239$15,170,695$1,394,867,934
9Brightworth$805,341$1,227,340,000$0$1,227,340,000
10Atlanta Capital Group$376,394$801,580,240$309,157,992$1,110,738,232
11TrueWealth Management$512,457$1,020,815,271$0$1,020,815,271
12Berman Capital Advisors$645,554$521,354,488$437,938,778$959,293,266
13Cornerstone Management, Inc.$494,899$660,873,191$1,796,736$662,669,927
14Smith & Howard Wealth Management$754,204$566,407,316$0$566,407,316
15Buckhead Investment Partners, LLC$200,368$486,793,320$65,420,255$552,213,575
16BT Wealth Management$777,599$337,949,915$193,150,000$531,099,915
17Oakbridge Partners, Ltd.$429,392$494,101,147$9,145,973$503,247,120
18American Financial Advisors.$239,711$497,401,085$0$497,401,085
19Nicholas Hoffman & Company$283,880$353,162,517$134,826,558$487,989,075
20Family WMS$830,500$387,230,188$62,900,842$450,131,030
21Redwood Wealth Management$167,568$435,174,038$0$435,174,038
22Chatham Capital Group Inc$992,327$391,441,240$528,058$391,969,298
23Sherrill & Hutchins Financial Advisory Inc$253,369$346,371,008$6,824,946$353,195,954
24Kays Financial Advisory Corp$210,668$307,218,248$25,848,207$333,066,455
25Rollins Financial Inc$560,364$318,846,879$0$318,846,879
26Cahaba Wealth Management, Inc.$408,459$310,020,741$0$310,020,741
27Peachtree Wealth Management$7,334,136$263,991,046$44,042,649$308,033,695
28Anthony Smith Advisors, Inc.$524,663$167,320,493$115,997,549$283,318,042
29Nova Wealth Management Group$280,240$272,173,244$499,955$272,673,199
30MMHP Investment Advisors$348,837$259,500,000$10,500,000$270,000,000
31DCA Global Investment Management$542,721$213,422,282$54,681,766$268,104,048
32Cambridge Wealth Counsel$240,161$203,991,820$34,487,785$238,479,605
33Resource Planning Group, Ltd.$255,076$233,139,138$0$233,139,138
34HC Advisors$2,138,453$213,260,956$6,999,667$220,260,623
35Compass Financial Consulting$328,790$204,814,000$2,324,000$207,138,000
36SG Financial Advisors$291,915$205,800,000$0$205,800,000
37Holcombe Financial, Inc.$416,283$189,670,946$11,393,733$201,064,679
38Day & Ennis$307,447$196,763,213$925,395$197,688,608
39Gutt Financial Management$454,029$177,604,897$15,811,643$193,416,540
40C.W. O'Conner & Associates, Inc.$363,636$67,000,000$113,000,000$180,000,000
41Investors Asset Management Of Georgia Inc$383,982$166,345,203$11,054,551$177,399,754
42Vickery Financial Services, Inc.$116,417$0$166,243,526$166,243,526
43Preston & Cleveland Wealth Management$189,288$153,274,666$10,837,911$164,112,577
44Checks & Balances$5,243,298$157,298,944$0$157,298,944
45Kingsmark Private Financial Advisors$178,675$116,856,295$24,475,440$141,331,735
46Baugh & Associates$329,114$130,000,000$0$130,000,000
47JPH Advisory Group, Inc.$756,407$128,589,214$0$128,589,214
48Integras Partners, LLC$226,190$91,111,704$32,840,587$123,952,291
49Bryspen, Incorporated$444,584$0$123,594,395$123,594,395
50George M. Hiller Companies$153,628$97,075,599$25,519,858$122,595,457
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Showing 1 to 50 of 53 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 1,778 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of November 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 December 5, 2016.