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
3Ap Wealth Management$759,847$151,689,612$3,319,211$155,008,823
4Arcus Capital Partners, Llc$551,112$1,388,472,667$4,738,196$1,393,210,863
5Atticus Wealth Management$509,527$189,475,091$20,959,363$210,434,454
6Balentine$1,097,453$2,059,007,790$386,117,026$2,445,124,816
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
9Brightworth, Llc$577,660$4,034,376,256$4,034,376,256
10Brightworth, Llc$577,660$4,034,376,256$4,034,376,256
11Bt Wealth Management, Llc$901,391$994,791,367$30,991,896$1,025,783,263
12Bull Street Advisors$1,390,435$175,194,869$175,194,869
13C.W. O'Conner Wealth Advisors, Inc.$574,949$130,000,000$150,000,000$280,000,000
14Cahaba Wealth Management, Inc.$650,896$773,263,917$773,263,917
15Calvary Wealth, Llc$358,278$118,231,742$118,231,742
16Chatham Capital Group Inc$1,107,029$485,985,897$485,985,897
17Checks & Balances, Inc.$6,074,509$224,756,817$224,756,817
18Chicory Wealth$225,158$260,067,558$440,431$260,507,989
19Compass Wealth Management, Llc$246,143$221,036,000$221,036,000
20Day & Ennis, Llc$399,261$312,461,141$559,468$313,020,609
21Eads & Heald Wealth Management$770,498$218,821,309$218,821,309
22Edge Capital Group, Llc$1,935,458$3,798,154,220$272,114,033$4,070,268,253
23Elwood & Goetz$120,283$270,876,268$270,876,268
24Estate Management Counselors,Llc$192,067$163,641,427$163,641,427
25Family Wms, Llc$1,004,068$536,774,261$115,870,192$652,644,453
26George M. Hiller Companies, Llc$249,841$129,956,588$23,945,353$153,901,941
27Goodwin Investment Advisory$403,922$103,000,000$103,000,000
28Gutt Financial Management, Llc$491,468$147,765,024$15,402,193$163,167,217
29Haber Investment Counsel$1,258,847$204,641,112$5,586,286$210,227,398
30Hc Advisors Llc$560,522$286,900,688$6,812,776$293,713,464
31Holcombe Financial, Inc.$449,247$233,575,675$28,784,784$262,360,459
32Homrich Berg$797,220$6,441,699,297$543,543,888$6,985,243,185
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
35Integras Partners, Llc$196,865$150,011,000$150,011,000
36Investors Asset Management Of Georgia Inc$530,370$236,014,857$236,014,857
37Irc Wealth$460,732$296,670,940$8,333,562$305,004,502
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
48Paces Ferry Wealth Advisors, Llc$451,282$204,803,354$20,386,356$225,189,710
49Premis Advisors, Llc$1,243,082$24,669,000$112,070,000$136,739,000
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.