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
1Brightworth, Llc$511,191$3,335,519,000$3,335,519,000
2Redwood Wealth Management, Llc$226,550$631,846,602$631,846,602
3American Financial Advisors, Llc.$286,747$609,624,968$609,624,968
4Kays Financial Advisory Corp$269,210$495,076,338$495,076,338
5Rollins Financial Inc$651,755$477,084,824$477,084,824
6Resource Planning Group, Ltd.$244,254$331,696,290$331,696,290
7Mmhp Investment Advisors$318,453$293,613,393$293,613,393
8Elwood & Goetz$151,514$224,846,962$224,846,962
9Investors Asset Management Of Georgia Inc$432,741$189,540,655$189,540,655
10Eads & Heald Wealth Management$648,750$178,406,259$178,406,259
11Checks & Balances, Inc.$4,701,002$169,236,056$169,236,056
12Kingsmark Private Financial Advisors, Llc$166,094$163,104,000$163,104,000
13Estate Management Counselors,Llc$175,596$153,119,328$153,119,328
14Minerva Planning Group$253,237$104,840,291$104,840,291
15Ferguson Shapiro Llc$368,842$152,370,509$698,767$153,069,276
16Novapoint Capital Llc$505,439$120,285,000$2,031,268$122,316,268
17Verisail Partners, Llc$163,508$122,863,000$2,384,000$125,247,000
18Chicory Wealth$192,406$192,650,000$2,450,000$195,100,000
19Ap Wealth Management$256,708$129,230,988$2,973,727$132,204,715
20Weaver Capital Management, Llc$202,802$156,831,999$5,612,392$162,444,391
21Sherrill & Hutchins Financial Advisory Inc$307,394$384,713,918$7,520,567$392,234,485
22Arcus Capital Partners, LLC$528,575$1,178,886,173$8,822,861$1,187,709,034
23Jamison Private Wealth Management, Inc.$1,078,996$295,786,000$11,728,000$307,514,000
24Capital Investment Advisors, Llc$312,837$2,171,200,000$12,400,000$2,183,600,000
25Atticus Wealth Management$464,827$145,454,593$18,629,496$164,084,089
26Integras Partners, Llc$201,307$143,346,196$18,705,566$162,051,762
27Holcombe Financial, Inc.$497,106$234,841,242$21,665,404$256,506,646
28The Money Advisor Group, Llc$299,873$125,677,195$26,058,412$151,735,607
29George M. Hiller Companies, Llc$206,445$108,724,476$28,148,810$136,873,286
30Balentine$1,502,104$2,154,103,220$453,549,201$2,607,652,421
31Homrich Berg$666,332$4,921,199,366$536,060,096$5,457,259,462
32Southeast Asset Advisors, Llc$2,122,172$1,028,214,054$1,009,070,829$2,037,284,883

Showing 1 to 32 of 32 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 2,298 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of November 1, 2019. 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) not one who is an insurance company or agency.

Database last updated on January 15, 2020.

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