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
51HC Advisors LLC$522,634$353,900,376$28,667,478$382,567,854
52Atticus Wealth Management, LLC$546,227$257,290,162$28,932,566$286,222,728
53Holcombe Financial, Inc.$503,445$255,309,171$29,137,190$284,446,361
54Anson Capital, Inc.$367,158$131,020,181$37,138,018$168,158,199
55Paces Ferry Wealth Advisors, LLC$516,451$241,368,306$41,130,361$282,498,667
56The Money Advisor Group, LLC$456,350$221,036,000$52,773,774$273,809,774
57TRUEWEALTH MANAGEMENT$593,711$1,577,613,841$122,773,099$1,700,386,940
58Premis Advisors, LLC$1,298,930$26,239,191$138,724,914$164,964,105
59WAYPOINT WEALTH COUNSEL LLC$1,496,504$332,846,216$152,021,196$484,867,412
60Meadow Creek Wealth Advisors, LLC$961,979$234,334,531$183,164,158$417,498,689
61Balentine LLC$1,222,401$3,162,347,785$185,808,825$3,348,156,610
62Family Wms, LLC$1,140,335$465,262,643$223,499,926$688,762,569
63Vickery Financial Services, Inc.$163,240$261,347,199$261,347,199
64BIP Wealth, LLC$483,673$1,218,621,091$342,675,835$1,561,296,926
65Nicholas Hoffman & Company, LLC$774,181$1,002,664,641$380,796,572$1,383,461,213
66ZWJ Investment Counsel Inc$1,338,246$2,328,903,876$386,397,573$2,715,301,449
67Signaturefd, LLC$669,004$4,163,203,313$414,793,741$4,577,997,054
68American Financial Advisors, LLC.$409,823$843,006,517$843,006,517
69Homrich & Berg Inc$805,814$7,818,765,000$1,110,458,000$8,929,223,000
70Southeast Asset Advisors, LLC$2,982,808$1,636,447,452$1,265,825,187$2,902,272,639
71BT Family Office, LLC$14,105,263$1,340,000,000$1,340,000,000
72Berman Capital Advisors, LLC$2,857,293$871,134,735$2,469,041,149$3,340,175,884
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For more information about the RIA Data Center, please contact InvestmentNews Research.

Reprints: For reprints of these rankings, please contact Caroline Murphy.

*Methodology: InvestmentNews qualified 2,756 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2020, (2) total AUM is at least $100M, (3) does not have employees who are registered representatives of a broker-dealer, (4) managed assets for individual 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 July 2021.