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
1GOODWIN INVESTMENT ADVISORY$403,922$103,000,000$103,000,000
2IRONRIDGE WEALTH MANAGEMENT, LLC$302,153$116,631,214$116,631,214
3CALVARY WEALTH, LLC$358,278$118,231,742$118,231,742
4ALDER FINANCIAL GROUP INC$484,876$119,596,766$1,622,302$121,219,068
5MINERVA PLANNING GROUP$383,410$105,507,757$22,551,250$128,059,007
6PREMIS ADVISORS, LLC$1,243,082$24,669,000$112,070,000$136,739,000
7GEORGE M. HILLER COMPANIES, LLC$249,841$129,956,588$23,945,353$153,901,941
8AP WEALTH MANAGEMENT$759,847$151,689,612$3,319,211$155,008,823
9GUTT FINANCIAL MANAGEMENT, LLC$491,468$147,765,024$15,402,193$163,167,217
10ESTATE MANAGEMENT COUNSELORS,LLC$192,067$163,641,427$163,641,427
11TANDEMGROWTH FINANCIAL ADVISORS, LLC$341,919$165,897,528$1,642,908$167,540,436
12THE MONEY ADVISOR GROUP, LLC$332,964$131,786,274$42,686,698$174,472,972
13BULL STREET ADVISORS$1,390,435$175,194,869$175,194,869
141776 WEALTH LLC$431,707$177,000,000$177,000,000
15BAUGH & ASSOCIATES, LLC$436,338$183,254,320$7,606$183,261,926
16NOVAPOINT CAPITAL LLC$501,804$184,744,649$6,944,495$191,689,144
17RED TORTOISE$1,221,364$197,380,845$480,170$197,861,015
18WEAVER CAPITAL MANAGEMENT, LLC$231,943$199,670,335$5,599,608$205,269,943
19KINGSMARK PRIVATE FINANCIAL ADVISORS, LLC$190,064$207,549,541$207,549,541
20HABER INVESTMENT COUNSEL$1,258,847$204,641,112$5,586,286$210,227,398
21ATTICUS WEALTH MANAGEMENT$509,527$189,475,091$20,959,363$210,434,454
22EADS & HEALD WEALTH MANAGEMENT$770,498$218,821,309$218,821,309
23COMPASS WEALTH MANAGEMENT, LLC$246,143$221,036,000$221,036,000
24CHECKS & BALANCES, INC.$6,074,509$224,756,817$224,756,817
25PACES FERRY WEALTH ADVISORS, LLC$451,282$204,803,354$20,386,356$225,189,710
26INVESTORS ASSET MANAGEMENT OF GEORGIA INC$530,370$236,014,857$236,014,857
27REDWOOD WEALTH MANAGEMENT, LLC$234,149$240,236,517$240,236,517
28CHICORY WEALTH$225,158$260,067,558$440,431$260,507,989
29HOLCOMBE FINANCIAL, INC.$449,247$233,575,675$28,784,784$262,360,459
30ELWOOD & GOETZ$120,283$270,876,268$270,876,268
31INLIGHT WEALTH$530,621$258,833,353$14,967,215$273,800,568
32BT FAMILY OFFICE, LLC$21,384,615$278,000,000$278,000,000
33HC ADVISORS LLC$560,522$286,900,688$6,812,776$293,713,464
34IRC WEALTH$460,732$296,670,940$8,333,562$305,004,502
35DAY & ENNIS, LLC$399,261$312,461,141$559,468$313,020,609
36MMHP INVESTMENT ADVISORS$327,096$347,375,973$347,375,973
37RESOURCE PLANNING GROUP, LTD.$224,045$373,730,881$647,670$374,378,551
38JAMISON PRIVATE WEALTH MANAGEMENT, INC.$1,295,196$366,135,000$10,767,000$376,902,000
39MEADOW CREEK WEALTH ADVISORS, LLC$990,907$242,963,493$134,571,938$377,535,431
40SAGE MOUNTAIN ADVISORS, LLC$1,354,998$422,759,521$422,759,521
41SHERRILL & HUTCHINS FINANCIAL ADVISORY INC$339,834$434,647,984$434,647,984
42BLUEROCK WEALTH MANAGEMENT, LLC$308,499$464,599,292$464,599,292
43WAYPOINT WEALTH COUNSEL LLC$1,496,504$332,846,216$152,021,196$484,867,412
44CHATHAM CAPITAL GROUP INC$1,107,029$485,985,897$485,985,897
45SMITH & HOWARD WEALTH MANAGEMENT, LLC$1,009,043$565,063,878$565,063,878
46FAMILY WMS, LLC$1,004,068$536,774,261$115,870,192$652,644,453
47KAYS FINANCIAL ADVISORY CORP$329,639$662,245,674$662,245,674
48ROLLINS FINANCIAL INC$827,811$674,666,344$674,666,344
49AMERICAN FINANCIAL ADVISORS, LLC.$349,025$727,368,589$727,368,589
50CAHABA WEALTH MANAGEMENT, INC.$650,896$773,263,917$773,263,917
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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 Sabrina Straub.

*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.