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 |
|---|---|---|---|---|---|
| 1 | 1776 WEALTH LLC | $431,707 | $177,000,000 | — | $177,000,000 |
| 2 | ALDER FINANCIAL GROUP INC | $484,876 | $119,596,766 | $1,622,302 | $121,219,068 |
| 3 | AMERICAN FINANCIAL ADVISORS, LLC. | $349,025 | $727,368,589 | — | $727,368,589 |
| 4 | AP WEALTH MANAGEMENT | $759,847 | $151,689,612 | $3,319,211 | $155,008,823 |
| 5 | ATTICUS WEALTH MANAGEMENT | $509,527 | $189,475,091 | $20,959,363 | $210,434,454 |
| 6 | BALENTINE | $1,285,240 | $2,428,168,919 | $341,522,431 | $2,769,691,350 |
| 7 | BAUGH & ASSOCIATES, LLC | $436,338 | $183,254,320 | $7,606 | $183,261,926 |
| 8 | BERMAN CAPITAL ADVISORS, LLC | $3,517,923 | $1,060,812,699 | $1,658,541,970 | $2,719,354,669 |
| 9 | BIP WEALTH, LLC | $369,517 | $969,081,128 | $337,160,799 | $1,306,241,927 |
| 10 | BLUEROCK WEALTH MANAGEMENT, LLC | $308,499 | $464,599,292 | — | $464,599,292 |
| 11 | BRIGHTWORTH, LLC | $577,660 | $4,034,376,256 | — | $4,034,376,256 |
| 12 | BT FAMILY OFFICE, LLC | $21,384,615 | — | $278,000,000 | $278,000,000 |
| 13 | BT WEALTH MANAGEMENT, LLC | $901,391 | $994,791,367 | $30,991,896 | $1,025,783,263 |
| 14 | BULL STREET ADVISORS | $1,390,435 | $175,194,869 | — | $175,194,869 |
| 15 | CAHABA WEALTH MANAGEMENT, INC. | $650,896 | $773,263,917 | — | $773,263,917 |
| 16 | CALVARY WEALTH, LLC | $358,278 | $118,231,742 | — | $118,231,742 |
| 17 | CAPITAL INVESTMENT ADVISORS, LLC | $373,510 | $2,880,700,000 | $14,000,000 | $2,894,700,000 |
| 18 | CHATHAM CAPITAL GROUP INC | $1,107,029 | $485,985,897 | — | $485,985,897 |
| 19 | CHECKS & BALANCES, INC. | $6,074,509 | $224,756,817 | — | $224,756,817 |
| 20 | CHICORY WEALTH | $225,158 | $260,067,558 | $440,431 | $260,507,989 |
| 21 | COMPASS WEALTH MANAGEMENT, LLC | $246,143 | $221,036,000 | — | $221,036,000 |
| 22 | DAY & ENNIS, LLC | $399,261 | $312,461,141 | $559,468 | $313,020,609 |
| 23 | EADS & HEALD WEALTH MANAGEMENT | $770,498 | $218,821,309 | — | $218,821,309 |
| 24 | ELWOOD & GOETZ | $120,283 | $270,876,268 | — | $270,876,268 |
| 25 | ESTATE MANAGEMENT COUNSELORS,LLC | $192,067 | $163,641,427 | — | $163,641,427 |
| 26 | FAMILY WMS, LLC | $1,004,068 | $536,774,261 | $115,870,192 | $652,644,453 |
| 27 | GEORGE M. HILLER COMPANIES, LLC | $249,841 | $129,956,588 | $23,945,353 | $153,901,941 |
| 28 | GOODWIN INVESTMENT ADVISORY | $403,922 | $103,000,000 | — | $103,000,000 |
| 29 | GUTT FINANCIAL MANAGEMENT, LLC | $491,468 | $147,765,024 | $15,402,193 | $163,167,217 |
| 30 | HABER INVESTMENT COUNSEL | $1,258,847 | $204,641,112 | $5,586,286 | $210,227,398 |
| 31 | HC ADVISORS LLC | $560,522 | $286,900,688 | $6,812,776 | $293,713,464 |
| 32 | HOLCOMBE FINANCIAL, INC. | $449,247 | $233,575,675 | $28,784,784 | $262,360,459 |
| 33 | HOMRICH BERG | $797,220 | $6,441,699,297 | $543,543,888 | $6,985,243,185 |
| 34 | INLIGHT WEALTH | $530,621 | $258,833,353 | $14,967,215 | $273,800,568 |
| 35 | INVESTORS ASSET MANAGEMENT OF GEORGIA INC | $530,370 | $236,014,857 | — | $236,014,857 |
| 36 | IRC WEALTH | $460,732 | $296,670,940 | $8,333,562 | $305,004,502 |
| 37 | IRONRIDGE WEALTH MANAGEMENT, LLC | $302,153 | $116,631,214 | — | $116,631,214 |
| 38 | JAMISON PRIVATE WEALTH MANAGEMENT, INC. | $1,295,196 | $366,135,000 | $10,767,000 | $376,902,000 |
| 39 | KAYS FINANCIAL ADVISORY CORP | $329,639 | $662,245,674 | — | $662,245,674 |
| 40 | KINGSMARK PRIVATE FINANCIAL ADVISORS, LLC | $190,064 | $207,549,541 | — | $207,549,541 |
| 41 | MARCO INVESTMENT MANAGEMENT LLC | $1,914,349 | $978,232,587 | — | $978,232,587 |
| 42 | MEADOW CREEK WEALTH ADVISORS, LLC | $990,907 | $242,963,493 | $134,571,938 | $377,535,431 |
| 43 | MINERVA PLANNING GROUP | $383,410 | $105,507,757 | $22,551,250 | $128,059,007 |
| 44 | MMHP INVESTMENT ADVISORS | $327,096 | $347,375,973 | — | $347,375,973 |
| 45 | MONTAG | $1,713,996 | $1,913,201,271 | $234,436,216 | $2,147,637,487 |
| 46 | NICHOLAS HOFFMAN & COMPANY, LLC | $676,364 | $788,891,005 | $337,254,880 | $1,126,145,885 |
| 47 | NOVAPOINT CAPITAL LLC | $501,804 | $184,744,649 | $6,944,495 | $191,689,144 |
| 48 | OAKBRIDGE PARTNERS, LTD. | $529,341 | $868,003,696 | $17,582,988 | $885,586,684 |
| 49 | PACES FERRY WEALTH ADVISORS, LLC | $451,282 | $204,803,354 | $20,386,356 | $225,189,710 |
| 50 | PREMIS ADVISORS, LLC | $1,243,082 | $24,669,000 | $112,070,000 | $136,739,000 |
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 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.
