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
4RESOURCE PLANNING GROUP, LTD.$224,045$373,730,881$647,670$374,378,551
5CHICORY WEALTH$225,158$260,067,558$440,431$260,507,989
6WEAVER CAPITAL MANAGEMENT, LLC$231,943$199,670,335$5,599,608$205,269,943
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
10IRONRIDGE WEALTH MANAGEMENT, LLC$302,153$116,631,214$116,631,214
11BLUEROCK WEALTH MANAGEMENT, LLC$308,499$464,599,292$464,599,292
12MMHP INVESTMENT ADVISORS$327,096$347,375,973$347,375,973
13KAYS FINANCIAL ADVISORY CORP$329,639$662,245,674$662,245,674
14THE MONEY ADVISOR GROUP, LLC$332,964$131,786,274$42,686,698$174,472,972
15SHERRILL & HUTCHINS FINANCIAL ADVISORY INC$339,834$434,647,984$434,647,984
16TANDEMGROWTH FINANCIAL ADVISORS, LLC$341,919$165,897,528$1,642,908$167,540,436
17AMERICAN FINANCIAL ADVISORS, LLC.$349,025$727,368,589$727,368,589
18CALVARY WEALTH, LLC$358,278$118,231,742$118,231,742
19BIP WEALTH, LLC$369,517$969,081,128$337,160,799$1,306,241,927
20CAPITAL INVESTMENT ADVISORS, LLC$373,510$2,880,700,000$14,000,000$2,894,700,000
21MINERVA PLANNING GROUP$383,410$105,507,757$22,551,250$128,059,007
22DAY & ENNIS, LLC$399,261$312,461,141$559,468$313,020,609
23GOODWIN INVESTMENT ADVISORY$403,922$103,000,000$103,000,000
241776 WEALTH LLC$431,707$177,000,000$177,000,000
25BAUGH & ASSOCIATES, LLC$436,338$183,254,320$7,606$183,261,926
26HOLCOMBE FINANCIAL, INC.$449,247$233,575,675$28,784,784$262,360,459
27PACES FERRY WEALTH ADVISORS, LLC$451,282$204,803,354$20,386,356$225,189,710
28IRC WEALTH$460,732$296,670,940$8,333,562$305,004,502
29ALDER FINANCIAL GROUP INC$484,876$119,596,766$1,622,302$121,219,068
30GUTT FINANCIAL MANAGEMENT, LLC$491,468$147,765,024$15,402,193$163,167,217
31NOVAPOINT CAPITAL LLC$501,804$184,744,649$6,944,495$191,689,144
32ATTICUS WEALTH MANAGEMENT$509,527$189,475,091$20,959,363$210,434,454
33OAKBRIDGE PARTNERS, LTD.$529,341$868,003,696$17,582,988$885,586,684
34INVESTORS ASSET MANAGEMENT OF GEORGIA INC$530,370$236,014,857$236,014,857
35INLIGHT WEALTH$530,621$258,833,353$14,967,215$273,800,568
36HC ADVISORS LLC$560,522$286,900,688$6,812,776$293,713,464
37BRIGHTWORTH, LLC$577,660$4,034,376,256$4,034,376,256
38TRUEWEALTH MANAGEMENT$593,711$1,577,613,841$122,773,099$1,700,386,940
39SIGNATUREFD, LLC$622,617$3,228,832,293$682,446,274$3,911,278,567
40CAHABA WEALTH MANAGEMENT, INC.$650,896$773,263,917$773,263,917
41NICHOLAS HOFFMAN & COMPANY, LLC$676,364$788,891,005$337,254,880$1,126,145,885
42AP WEALTH MANAGEMENT$759,847$151,689,612$3,319,211$155,008,823
43EADS & HEALD WEALTH MANAGEMENT$770,498$218,821,309$218,821,309
44HOMRICH BERG$797,220$6,441,699,297$543,543,888$6,985,243,185
45ROLLINS FINANCIAL INC$827,811$674,666,344$674,666,344
46BT WEALTH MANAGEMENT, LLC$901,391$994,791,367$30,991,896$1,025,783,263
47MEADOW CREEK WEALTH ADVISORS, LLC$990,907$242,963,493$134,571,938$377,535,431
48FAMILY WMS, LLC$1,004,068$536,774,261$115,870,192$652,644,453
49SMITH & HOWARD WEALTH MANAGEMENT, LLC$1,009,043$565,063,878$565,063,878
50CHATHAM CAPITAL GROUP INC$1,107,029$485,985,897$485,985,897
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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.