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
1Homrich Berg$666,332$4,921,199,366$536,060,096$5,457,259,462
2Signaturefd, LLC$625,189$2,771,501,180$722,679,277$3,494,180,457
3Brightworth, LLC$511,191$3,335,519,000$3,335,519,000
4Balentine$1,502,104$2,154,103,220$453,549,201$2,607,652,421
5Berman Capital Advisors, LLC$3,407,765$866,748,967$1,409,638,250$2,276,387,217
6Capital Investment Advisors, LLC$312,837$2,171,200,000$12,400,000$2,183,600,000
7Southeast Asset Advisors Inc$2,122,172$1,028,214,054$1,009,070,829$2,037,284,883
8Montag$1,471,597$1,658,649,353$213,221,821$1,871,871,174
9Gutt Financial Management, Llc$922,535$1,340,786,377$215,530,286$1,556,316,663
10TrueWealth Management$557,308$1,291,736,545$41,343,225$1,333,079,770
11Arcus Capital Partners, LLC$528,575$1,178,886,173$8,822,861$1,187,709,034
12BIP Wealth$340,014$734,732,251$214,246,565$948,978,816
13BT Wealth Management$951,414$888,657,696$35,165,285$923,822,981
14Cornerstone Management, Inc.$606,992$897,141,029$1,207,263$898,348,292
15Nicholas Hoffman & Company$624,004$506,180,463$363,680,528$869,860,991
16Oakbridge Partners, Ltd..$454,209$700,107,510$15,271,449$715,378,959
17Smith & Howard Wealth Management, Llc$404,187$568,176,451$98,328,459$666,504,910
18Redwood Wealth Management$226,550$631,846,602$631,846,602
19American Financial Advisors.$286,747$609,624,968$609,624,968
20Cahaba Wealth Management, Inc.$499,618$593,046,459$593,046,459
21Family WMS$864,920$416,111,937$96,785,840$512,897,777
22Kays Financial Advisory Corp$269,210$495,076,338$495,076,338
23Smith & Howard Wealth Management$904,291$490,125,713$490,125,713
24Rollins Financial Inc$651,755$477,084,824$477,084,824
25Chatham Capital Group Inc$1,037,528$437,836,808$437,836,808
26Nova Wealth Management Group$438,023$412,947,237$546,128$413,493,365
27Waypoint Wealth Counsel LLC$1,249,284$307,232,931$100,033,658$407,266,589
28Sherrill & Hutchins Financial Advisory Inc$307,394$384,713,918$7,520,567$392,234,485
29Resource Planning Group, Ltd..$244,254$331,696,290$331,696,290
30SG Financial Advisors$331,998$308,662,215$759,815$309,422,030
31Cedar Rowe Partners$573,600$305,557,314$3,613,298$309,170,612
32Jamison Private Wealth Management, Inc.$1,078,996$295,786,000$11,728,000$307,514,000
33MMHP Investment Advisors$318,453$293,613,393$293,613,393
34Inlight Wealth$528,824$247,161,956$13,548,042$260,709,998
35Holcombe Financial, Inc.$497,106$234,841,242$21,665,404$256,506,646
36HC Advisors$511,804$247,814,711$6,551,950$254,366,661
37Day & Ennis$358,319$248,723,702$1,024,373$249,748,075
38C.W. O'Conner Wealth Advisors, Inc.$441,459$108,000,000$122,000,000$230,000,000
39Elwood & Goetz$151,514$224,846,962$224,846,962
40IRC Wealth$361,930$211,546,783$2,353,799$213,900,582
41Vickery Financial Services, Inc.$129,303$199,127,037$199,127,037
42Chicory Wealth$192,406$192,650,000$2,450,000$195,100,000
43Investors Asset Management Of Georgia Inc$432,741$189,540,655$189,540,655
44Eads & Heald Wealth Management$648,750$178,406,259$178,406,259
45Gutt Financial Management$488,713$149,756,870$24,225,105$173,981,975
46Checks & Balances$4,701,002$169,236,056$169,236,056
47Kingsmark Private Financial Advisors$166,094$163,104,000$163,104,000
48Weaver Capital Management, LLC$202,802$156,831,999$5,612,392$162,444,391
49Integras Partners, LLC$201,307$143,346,196$18,705,566$162,051,762
50Baugh & Associates$394,740$153,158,308$907$153,159,215
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Showing 1 to 50 of 60 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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