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.

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Rank Business Name Avg. account AUM Discretionary AUM Non-discretionary AUM Total AUM
1Homrich Berg$797,220$6,441,699,297$543,543,888$6,985,243,185
2Homrich Berg$797,220$6,441,699,297$543,543,888$6,985,243,185
3Edge Capital Group, Llc$1,935,458$3,798,154,220$272,114,033$4,070,268,253
4Brightworth, Llc$577,660$4,034,376,256$4,034,376,256
5Brightworth, Llc$577,660$4,034,376,256$4,034,376,256
6Signaturefd, Llc$622,617$3,228,832,293$682,446,274$3,911,278,567
7Berman Capital Advisors, Llc$3,517,923$1,060,812,699$1,658,541,970$2,719,354,669
8Southeast Asset Advisors, Llc$2,385,658$1,395,821,685$1,147,289,782$2,543,111,467
9Balentine$1,097,453$2,059,007,790$386,117,026$2,445,124,816
10Montag$1,713,996$1,913,201,271$234,436,216$2,147,637,487
11Buckhead Capital Management, Llc$14,309,572$1,876,500,802$155,458,386$2,031,959,188
12Truewealth Management$593,711$1,577,613,841$122,773,099$1,700,386,940
13Arcus Capital Partners, Llc$551,112$1,388,472,667$4,738,196$1,393,210,863
14Nicholas Hoffman & Company, Llc$676,364$788,891,005$337,254,880$1,126,145,885
15Bt Wealth Management, Llc$901,391$994,791,367$30,991,896$1,025,783,263
16Marco Investment Management Llc$1,914,349$978,232,587$978,232,587
17Cahaba Wealth Management, Inc.$650,896$773,263,917$773,263,917
18Rollins Financial Inc$827,811$674,666,344$674,666,344
19Kays Financial Advisory Corp$329,639$662,245,674$662,245,674
20Family Wms, Llc$1,004,068$536,774,261$115,870,192$652,644,453
21Smith & Howard Wealth Management, Llc$1,009,043$565,063,878$565,063,878
22Chatham Capital Group Inc$1,107,029$485,985,897$485,985,897
23Waypoint Wealth Counsel Llc$1,496,504$332,846,216$152,021,196$484,867,412
24Sherrill & Hutchins Financial Advisory Inc$349,026$434,647,984$13,501,944$448,149,928
25Sg Financial Advisors, Llc$397,272$386,745,405$991,792$387,737,197
26Meadow Creek Wealth Advisors, Llc$990,907$242,963,493$134,571,938$377,535,431
27Jamison Private Wealth Management, Inc.$1,295,196$366,135,000$10,767,000$376,902,000
28Resource Planning Group, Ltd.$224,045$373,730,881$647,670$374,378,551
29Mmhp Investment Advisors$327,096$347,375,973$347,375,973
30Day & Ennis, Llc$399,261$312,461,141$559,468$313,020,609
31Irc Wealth$460,732$296,670,940$8,333,562$305,004,502
32Hc Advisors Llc$560,522$286,900,688$6,812,776$293,713,464
33C.W. O'Conner Wealth Advisors, Inc.$574,949$130,000,000$150,000,000$280,000,000
34Inlight Wealth$530,621$258,833,353$14,967,215$273,800,568
35Elwood & Goetz$120,283$270,876,268$270,876,268
36Holcombe Financial, Inc.$449,247$233,575,675$28,784,784$262,360,459
37Chicory Wealth$225,158$260,067,558$440,431$260,507,989
38Redwood Wealth Management, Llc$234,149$240,236,517$240,236,517
39Investors Asset Management Of Georgia Inc$530,370$236,014,857$236,014,857
40Vickery Financial Services, Inc.$146,636$234,031,701$234,031,701
41Paces Ferry Wealth Advisors, Llc$451,282$204,803,354$20,386,356$225,189,710
42Checks & Balances, Inc.$6,074,509$224,756,817$224,756,817
43Compass Wealth Management, Llc$246,143$221,036,000$221,036,000
44Eads & Heald Wealth Management$770,498$218,821,309$218,821,309
45Atticus Wealth Management$509,527$189,475,091$20,959,363$210,434,454
46Haber Investment Counsel$1,258,847$204,641,112$5,586,286$210,227,398
47Kingsmark Private Financial Advisors, Llc$190,064$207,549,541$207,549,541
48Red Tortoise$1,221,364$197,380,845$480,170$197,861,015
49Novapoint Capital Llc$501,804$184,744,649$6,944,495$191,689,144
50Aurora Investment Counsel$1,170,368$186,741,178$2,858,421$189,599,599
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Showing 1 to 50 of 70 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.