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
1Elwood & Goetz$120,283$270,876,268$270,876,268
2Kingsmark Private Financial Advisors, Llc$190,064$207,549,541$207,549,541
3Estate Management Counselors,Llc$192,067$163,641,427$163,641,427
4Integras Partners, Llc$196,865$150,011,000$150,011,000
5Resource Planning Group, Ltd.$224,045$373,730,881$647,670$374,378,551
6Chicory Wealth$225,158$260,067,558$440,431$260,507,989
7Redwood Wealth Management, Llc$234,149$240,236,517$240,236,517
8Compass Wealth Management, Llc$246,143$221,036,000$221,036,000
9George M. Hiller Companies, Llc$249,841$129,956,588$23,945,353$153,901,941
10Mmhp Investment Advisors$327,096$347,375,973$347,375,973
11Kays Financial Advisory Corp$329,639$662,245,674$662,245,674
12The Money Advisor Group, Llc$332,964$131,786,274$42,686,698$174,472,972
13Tandemgrowth Financial Advisors, Llc$341,919$165,897,528$1,642,908$167,540,436
14Sherrill & Hutchins Financial Advisory Inc$349,026$434,647,984$13,501,944$448,149,928
15Calvary Wealth, Llc$358,278$118,231,742$118,231,742
16Minerva Planning Group$383,410$105,507,757$22,551,250$128,059,007
17Day & Ennis, Llc$399,261$312,461,141$559,468$313,020,609
18Goodwin Investment Advisory$403,922$103,000,000$103,000,000
191776 Wealth Llc$431,707$177,000,000$177,000,000
20Baugh & Associates, Llc$436,338$183,254,320$7,606$183,261,926
21Holcombe Financial, Inc.$449,247$233,575,675$28,784,784$262,360,459
22Paces Ferry Wealth Advisors, Llc$451,282$204,803,354$20,386,356$225,189,710
23Irc Wealth$460,732$296,670,940$8,333,562$305,004,502
24Alder Financial Group Inc$484,876$119,596,766$1,622,302$121,219,068
25Gutt Financial Management, Llc$491,468$147,765,024$15,402,193$163,167,217
26Novapoint Capital Llc$501,804$184,744,649$6,944,495$191,689,144
27Atticus Wealth Management$509,527$189,475,091$20,959,363$210,434,454
28Investors Asset Management Of Georgia Inc$530,370$236,014,857$236,014,857
29Inlight Wealth$530,621$258,833,353$14,967,215$273,800,568
30Arcus Capital Partners, Llc$551,112$1,388,472,667$4,738,196$1,393,210,863
31Hc Advisors Llc$560,522$286,900,688$6,812,776$293,713,464
32C.W. O'Conner Wealth Advisors, Inc.$574,949$130,000,000$150,000,000$280,000,000
33Brightworth, Llc$577,660$4,034,376,256$4,034,376,256
34Brightworth, Llc$577,660$4,034,376,256$4,034,376,256
35Truewealth Management$593,711$1,577,613,841$122,773,099$1,700,386,940
36Signaturefd, Llc$622,617$3,228,832,293$682,446,274$3,911,278,567
37Cahaba Wealth Management, Inc.$650,896$773,263,917$773,263,917
38Nicholas Hoffman & Company, Llc$676,364$788,891,005$337,254,880$1,126,145,885
39Ap Wealth Management$759,847$151,689,612$3,319,211$155,008,823
40Eads & Heald Wealth Management$770,498$218,821,309$218,821,309
41Homrich Berg$797,220$6,441,699,297$543,543,888$6,985,243,185
42Homrich Berg$797,220$6,441,699,297$543,543,888$6,985,243,185
43Rollins Financial Inc$827,811$674,666,344$674,666,344
44Bt Wealth Management, Llc$901,391$994,791,367$30,991,896$1,025,783,263
45Meadow Creek Wealth Advisors, Llc$990,907$242,963,493$134,571,938$377,535,431
46Family Wms, Llc$1,004,068$536,774,261$115,870,192$652,644,453
47Smith & Howard Wealth Management, Llc$1,009,043$565,063,878$565,063,878
48Balentine$1,097,453$2,059,007,790$386,117,026$2,445,124,816
49Chatham Capital Group Inc$1,107,029$485,985,897$485,985,897
50Red Tortoise$1,221,364$197,380,845$480,170$197,861,015
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Showing 1 to 50 of 61 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 2,206 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2019. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2018, (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 June 5, 2019.