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
17Family WMS$869,302$327,755,952$61,691,435$389,447,387
18Redwood Wealth Management$165,672$356,028,144$0$356,028,144
19Sherrill & Hutchins Financial Advisory Inc$268,303$342,893,663$6,974,090$349,867,753
20Nicholas Hoffman & Company$294,983$331,718,847$13,706,053$345,424,900
21Oakbridge Partners, Ltd.$417,999$320,974,697$1,720,270$322,694,967
22Chatham Capital Group Inc$1,146,500$288,917,905$0$288,917,905
23MMHP Investment Advisors$348,785$263,400,000$9,350,000$272,750,000
24Nova Wealth Management Group$289,227$269,358,740$489,624$269,848,364
25Kays Financial Advisory Corp$211,598$241,910,593$24,279,717$266,190,310
26Peachtree Wealth Management$8,411,427$43,371,397$217,382,827$260,754,224
27BT Wealth Management$657,700$234,141,113$0$234,141,113
28DCA Global Investment Management$412,223$191,925,809$36,445,970$228,371,779
29Anthony Smith Advisors, Inc.$478,234$105,186,292$116,714,187$221,900,479
30Cahaba Wealth Management, Inc.$488,889$220,000,000$0$220,000,000
31Rollins Financial Inc$547,504$214,621,700$0$214,621,700
32Cambridge Wealth Counsel$1,400,789$0$205,916,000$205,916,000
33Resource Planning Group, Ltd.$253,014$205,700,599$0$205,700,599
34Compass Financial Consulting$260,356$189,531,000$14,067,000$203,598,000
35SG Financial Advisors$308,799$198,249,098$0$198,249,098
36Day & Ennis$318,895$189,505,819$5,019,832$194,525,651
37Holcombe Financial, Inc.$565,878$188,487,000$1,082,000$189,569,000
38Gutt Financial Management$380,548$174,184,799$11,142,007$185,326,806
39George M. Hiller Companies$186,852$146,376,000$23,099,000$169,475,000
40HC Advisors$1,895,778$160,555,830$4,376,853$164,932,683
41Investors Asset Management Of Georgia Inc$471,993$147,537,324$8,692,330$156,229,654
42C.W. O'Conner & Associates, Inc.$369,019$60,698,939$88,753,808$149,452,747
43Vickery Financial Services, Inc.$119,370$0$144,914,609$144,914,609
44Glenmore Advisors$4,792,785$84,353,515$40,258,883$124,612,398
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

Showing 1 to 50 of 50 entries

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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.