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
1Homrich & Berg Inc$805,814$7,818,765,000$1,110,458,000$8,929,223,000
2Brightworth, LLC$630,123$4,583,516,499$4,583,516,499
3Signaturefd, LLC$669,004$4,163,203,313$414,793,741$4,577,997,054
4Capital Investment Advisors, LLC$381,720$3,214,049,630$13,396,509$3,227,446,139
5Balentine LLC$1,222,401$3,162,347,785$185,808,825$3,348,156,610
6ZWJ Investment Counsel Inc$1,338,246$2,328,903,876$386,397,573$2,715,301,449
7Montag A & Associates Inc$1,953,335$2,117,585,956$15,455,900$2,133,041,856
8Southeast Asset Advisors, LLC$2,982,808$1,636,447,452$1,265,825,187$2,902,272,639
9TRUEWEALTH MANAGEMENT$593,711$1,577,613,841$122,773,099$1,700,386,940
10BIP Wealth, LLC$483,673$1,218,621,091$342,675,835$1,561,296,926
11BT Wealth Management, LLC$851,082$1,046,435,485$19,118,641$1,065,554,126
12Marco Investment Management LLC$2,049,483$1,008,345,568$1,008,345,568
13Nicholas Hoffman & Company, LLC$774,181$1,002,664,641$380,796,572$1,383,461,213
14Lesesne Capital Management Inc$564,761$971,782,242$13,160,534$984,942,776
15Cahaba Wealth Management, Inc.$1,672,481$949,969,014$949,969,014
16Berman Capital Advisors, LLC$2,857,293$871,134,735$2,469,041,149$3,340,175,884
17Sage Mountain Advisors, LLC$10,754,632$752,824,239$752,824,239
18ROLLINS FINANCIAL INC$827,811$674,666,344$674,666,344
19KAYS FINANCIAL ADVISORY CORP$329,639$662,245,674$662,245,674
20Bluerock Wealth Management, LLC$352,830$576,170,938$576,170,938
21Chatham Capital Group Inc$1,095,708$543,471,274$543,471,274
22Sherrill & Hutchins Financial Advisory Inc$375,042$498,055,537$498,055,537
23Family Wms, LLC$1,140,335$465,262,643$223,499,926$688,762,569
24Jamison Private Wealth Management, Inc.$538,248$423,992,074$8,759,287$432,751,361
25Elwood & Goetz Wealth Advisory Group, LLC$207,155$419,488,424$419,488,424
26Smith & Howard Wealth Management, LLC$709,998$396,179,117$396,179,117
27Day & Ennis, LLC$467,129$360,158,131$932,383$361,090,514
28Murphy Middleton Hinkle & Parker, Inc.$357,942$357,941,796$357,941,796
29HC Advisors LLC$522,634$353,900,376$28,667,478$382,567,854
30WAYPOINT WEALTH COUNSEL LLC$1,496,504$332,846,216$152,021,196$484,867,412
31Investors Research Corporation$487,211$329,063,430$3,701,773$332,765,203
32Inlight Wealth Management, LLC$446,260$317,218,996$15,244,371$332,463,367
33Resource Planning Group, Ltd.$422,815$312,923,333$11,798,604$324,721,937
34Redwood Wealth Management, LLC$269,444$278,066,148$278,066,148
35Investors Asset Management Of Georgia Inc$585,519$269,338,627$269,338,627
36Novapoint Capital LLC$478,673$262,791,704$262,791,704
37CHICORY WEALTH$225,158$260,067,558$440,431$260,507,989
38Atticus Wealth Management, LLC$546,227$257,290,162$28,932,566$286,222,728
39Holcombe Financial, Inc.$503,445$255,309,171$29,137,190$284,446,361
40Compass Wealth Management, LLC$273,438$250,469,210$250,469,210
41Paces Ferry Wealth Advisors, LLC$516,451$241,368,306$41,130,361$282,498,667
421776 Wealth LLC$734,780$239,538,315$239,538,315
43Meadow Creek Wealth Advisors, LLC$961,979$234,334,531$183,164,158$417,498,689
44Regimen Wealth, LLC$381,023$231,661,943$231,661,943
45Checks & Balances, Inc.$6,611,824$231,413,835$231,413,835
46Haber Investment Counsel, LLC$1,335,491$228,658,561$5,052,287$233,710,848
47R. Stewart Eads Investment Counsel, Inc.$784,952$221,356,466$221,356,466
48The Money Advisor Group, LLC$456,350$221,036,000$52,773,774$273,809,774
49Bull Street Advisors, LLC$1,505,898$215,343,398$215,343,398
50Red Tortoise, LLC$1,216,879$214,170,786$214,170,786
Next Page »

Showing 1 to 50 of 72 entries

Page 1 | 2

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 Carline Murphy.

*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, 2020. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2019, (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, 2020.