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
1Vickery Financial Services, Inc.$163,240$261,347,199$261,347,199
2Wiser Wealth Management, Inc$194,958$145,114,697$1,493,917$146,608,614
3Elwood & Goetz Wealth Advisory Group, LLC$207,155$419,488,424$419,488,424
4Estate Management Counselors,LLC$217,767$186,626,100$186,626,100
5CHICORY WEALTH$225,158$260,067,558$440,431$260,507,989
6Weaver Capital Management, LLC$233,640$211,720,808$6,732,453$218,453,261
7Redwood Wealth Management, LLC$269,444$278,066,148$278,066,148
8Compass Wealth Management, LLC$273,438$250,469,210$250,469,210
9Ironridge Wealth Management, LLC$282,526$107,924,874$107,924,874
10The Keystone Financial Alliance, LLC$307,692$124,330,469$2,746,495$127,076,964
11Minerva Planning Group, Inc.$323,397$121,273,710$121,273,710
12KAYS FINANCIAL ADVISORY CORP$329,639$662,245,674$662,245,674
13Townsend Personal Financial Planning, LLC$340,992$116,291,421$1,009,857$117,301,278
14George M. Hiller Companies, LLC$349,911$154,622,071$1,438,139$156,060,210
15Bluerock Wealth Management, LLC$352,830$576,170,938$576,170,938
16Murphy Middleton Hinkle & Parker, Inc.$357,942$357,941,796$357,941,796
17Tandemgrowth Financial Advisors, LLC$362,848$180,384,248$677,135$181,061,383
18Anson Capital, Inc.$367,158$131,020,181$37,138,018$168,158,199
19Calvary Wealth, LLC$374,866$136,451,294$136,451,294
20Sherrill & Hutchins Financial Advisory Inc$375,042$498,055,537$498,055,537
21Regimen Wealth, LLC$381,023$231,661,943$231,661,943
22Capital Investment Advisors, LLC$381,720$3,214,049,630$13,396,509$3,227,446,139
23American Financial Advisors, LLC.$409,823$843,006,517$843,006,517
24Resource Planning Group, Ltd.$422,815$312,923,333$11,798,604$324,721,937
25Inlight Wealth Management, LLC$446,260$317,218,996$15,244,371$332,463,367
26The Money Advisor Group, LLC$456,350$221,036,000$52,773,774$273,809,774
27Day & Ennis, LLC$467,129$360,158,131$932,383$361,090,514
28Novapoint Capital LLC$478,673$262,791,704$262,791,704
29Baugh & Associates, LLC$480,595$197,520,697$3,663$197,524,360
30BIP Wealth, LLC$483,673$1,218,621,091$342,675,835$1,561,296,926
31Investors Research Corporation$487,211$329,063,430$3,701,773$332,765,203
32Holcombe Financial, Inc.$503,445$255,309,171$29,137,190$284,446,361
33Paces Ferry Wealth Advisors, LLC$516,451$241,368,306$41,130,361$282,498,667
34HC Advisors LLC$522,634$353,900,376$28,667,478$382,567,854
35Jamison Private Wealth Management, Inc.$538,248$423,992,074$8,759,287$432,751,361
36Alder Financial Group Inc$539,234$133,098,356$3,327,870$136,426,226
37Atticus Wealth Management, LLC$546,227$257,290,162$28,932,566$286,222,728
38Lesesne Capital Management Inc$564,761$971,782,242$13,160,534$984,942,776
39Gutt Financial Management, LLC$574,734$138,266,114$20,360,334$158,626,448
40Investors Asset Management Of Georgia Inc$585,519$269,338,627$269,338,627
41TRUEWEALTH MANAGEMENT$593,711$1,577,613,841$122,773,099$1,700,386,940
42Brightworth, LLC$630,123$4,583,516,499$4,583,516,499
43Strickland Davis Advisors LLC$660,236$109,381,447$10,121,205$119,502,652
44Signaturefd, LLC$669,004$4,163,203,313$414,793,741$4,577,997,054
45Smith & Howard Wealth Management, LLC$709,998$396,179,117$396,179,117
461776 Wealth LLC$734,780$239,538,315$239,538,315
47AP Wealth Management, LLC$748,224$169,936,194$4,399,986$174,336,180
48Nicholas Hoffman & Company, LLC$774,181$1,002,664,641$380,796,572$1,383,461,213
49R. Stewart Eads Investment Counsel, Inc.$784,952$221,356,466$221,356,466
50Homrich & Berg Inc$805,814$7,818,765,000$1,110,458,000$8,929,223,000
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Showing 1 to 50 of 72 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 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.