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
11776 WEALTH LLC$431,707$177,000,000$177,000,000
2ALDER FINANCIAL GROUP INC$484,876$119,596,766$1,622,302$121,219,068
3AMERICAN FINANCIAL ADVISORS, LLC.$349,025$727,368,589$727,368,589
4AP WEALTH MANAGEMENT$759,847$151,689,612$3,319,211$155,008,823
5ATTICUS WEALTH MANAGEMENT$509,527$189,475,091$20,959,363$210,434,454
6BALENTINE$1,285,240$2,428,168,919$341,522,431$2,769,691,350
7BAUGH & ASSOCIATES, LLC$436,338$183,254,320$7,606$183,261,926
8BERMAN CAPITAL ADVISORS, LLC$3,517,923$1,060,812,699$1,658,541,970$2,719,354,669
9BIP WEALTH, LLC$369,517$969,081,128$337,160,799$1,306,241,927
10BLUEROCK WEALTH MANAGEMENT, LLC$308,499$464,599,292$464,599,292
11BRIGHTWORTH, LLC$577,660$4,034,376,256$4,034,376,256
12BT FAMILY OFFICE, LLC$21,384,615$278,000,000$278,000,000
13BT WEALTH MANAGEMENT, LLC$901,391$994,791,367$30,991,896$1,025,783,263
14BULL STREET ADVISORS$1,390,435$175,194,869$175,194,869
15CAHABA WEALTH MANAGEMENT, INC.$650,896$773,263,917$773,263,917
16CALVARY WEALTH, LLC$358,278$118,231,742$118,231,742
17CAPITAL INVESTMENT ADVISORS, LLC$373,510$2,880,700,000$14,000,000$2,894,700,000
18CHATHAM CAPITAL GROUP INC$1,107,029$485,985,897$485,985,897
19CHECKS & BALANCES, INC.$6,074,509$224,756,817$224,756,817
20CHICORY WEALTH$225,158$260,067,558$440,431$260,507,989
21COMPASS WEALTH MANAGEMENT, LLC$246,143$221,036,000$221,036,000
22DAY & ENNIS, LLC$399,261$312,461,141$559,468$313,020,609
23EADS & HEALD WEALTH MANAGEMENT$770,498$218,821,309$218,821,309
24ELWOOD & GOETZ$120,283$270,876,268$270,876,268
25ESTATE MANAGEMENT COUNSELORS,LLC$192,067$163,641,427$163,641,427
26FAMILY WMS, LLC$1,004,068$536,774,261$115,870,192$652,644,453
27GEORGE M. HILLER COMPANIES, LLC$249,841$129,956,588$23,945,353$153,901,941
28GOODWIN INVESTMENT ADVISORY$403,922$103,000,000$103,000,000
29GUTT FINANCIAL MANAGEMENT, LLC$491,468$147,765,024$15,402,193$163,167,217
30HABER INVESTMENT COUNSEL$1,258,847$204,641,112$5,586,286$210,227,398
31HC ADVISORS LLC$560,522$286,900,688$6,812,776$293,713,464
32HOLCOMBE FINANCIAL, INC.$449,247$233,575,675$28,784,784$262,360,459
33HOMRICH BERG$797,220$6,441,699,297$543,543,888$6,985,243,185
34INLIGHT WEALTH$530,621$258,833,353$14,967,215$273,800,568
35INVESTORS ASSET MANAGEMENT OF GEORGIA INC$530,370$236,014,857$236,014,857
36IRC WEALTH$460,732$296,670,940$8,333,562$305,004,502
37IRONRIDGE WEALTH MANAGEMENT, LLC$302,153$116,631,214$116,631,214
38JAMISON PRIVATE WEALTH MANAGEMENT, INC.$1,295,196$366,135,000$10,767,000$376,902,000
39KAYS FINANCIAL ADVISORY CORP$329,639$662,245,674$662,245,674
40KINGSMARK PRIVATE FINANCIAL ADVISORS, LLC$190,064$207,549,541$207,549,541
41MARCO INVESTMENT MANAGEMENT LLC$1,914,349$978,232,587$978,232,587
42MEADOW CREEK WEALTH ADVISORS, LLC$990,907$242,963,493$134,571,938$377,535,431
43MINERVA PLANNING GROUP$383,410$105,507,757$22,551,250$128,059,007
44MMHP INVESTMENT ADVISORS$327,096$347,375,973$347,375,973
45MONTAG$1,713,996$1,913,201,271$234,436,216$2,147,637,487
46NICHOLAS HOFFMAN & COMPANY, LLC$676,364$788,891,005$337,254,880$1,126,145,885
47NOVAPOINT CAPITAL LLC$501,804$184,744,649$6,944,495$191,689,144
48OAKBRIDGE PARTNERS, LTD.$529,341$868,003,696$17,582,988$885,586,684
49PACES FERRY WEALTH ADVISORS, LLC$451,282$204,803,354$20,386,356$225,189,710
50PREMIS ADVISORS, LLC$1,243,082$24,669,000$112,070,000$136,739,000
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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.