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
1Minerva Planning Group$253,237$104,840,291$104,840,291
2George M. Hiller Companies$206,445$108,724,476$28,148,810$136,873,286
3The Money Advisor Group, LLC$299,873$125,677,195$26,058,412$151,735,607
4AP Wealth Management$256,708$129,230,988$2,973,727$132,204,715
5Integras Partners, LLC$201,307$143,346,196$18,705,566$162,051,762
6Weaver Capital Management, LLC$202,802$156,831,999$5,612,392$162,444,391
7Kingsmark Private Financial Advisors$166,094$163,104,000$163,104,000
8Checks & Balances$4,701,002$169,236,056$169,236,056
9Eads & Heald Wealth Management$648,750$178,406,259$178,406,259
10Investors Asset Management Of Georgia Inc$432,741$189,540,655$189,540,655
11Chicory Wealth$192,406$192,650,000$2,450,000$195,100,000
12Elwood & Goetz$151,514$224,846,962$224,846,962
13Holcombe Financial, Inc.$497,106$234,841,242$21,665,404$256,506,646
14MMHP Investment Advisors$318,453$293,613,393$293,613,393
15Jamison Private Wealth Management, Inc.$1,078,996$295,786,000$11,728,000$307,514,000
16Resource Planning Group, Ltd..$244,254$331,696,290$331,696,290
17Sherrill & Hutchins Financial Advisory Inc$307,394$384,713,918$7,520,567$392,234,485
18Rollins Financial Inc$651,755$477,084,824$477,084,824
19Kays Financial Advisory Corp$269,210$495,076,338$495,076,338
20Smith & Howard Wealth Management, Llc$404,187$568,176,451$98,328,459$666,504,910
21American Financial Advisors.$286,747$609,624,968$609,624,968
22Redwood Wealth Management$226,550$631,846,602$631,846,602
23Southeast Asset Advisors Inc$2,122,172$1,028,214,054$1,009,070,829$2,037,284,883
24Arcus Capital Partners, LLC$528,575$1,178,886,173$8,822,861$1,187,709,034
25Gutt Financial Management, Llc$922,535$1,340,786,377$215,530,286$1,556,316,663
26Balentine$1,502,104$2,154,103,220$453,549,201$2,607,652,421
27Capital Investment Advisors, LLC$312,837$2,171,200,000$12,400,000$2,183,600,000
28Brightworth, LLC$511,191$3,335,519,000$3,335,519,000
29Homrich Berg$666,332$4,921,199,366$536,060,096$5,457,259,462

Showing 1 to 29 of 29 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.

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