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$663,650$4,937,834,217$658,728,186$5,596,562,403
2Brightworth, LLC$511,097$3,334,396,000$0$3,334,396,000
3Signaturefd, LLC$670,789$2,522,127,824$653,386,983$3,175,514,807
4Balentine$1,552,272$1,738,534,628$734,234,309$2,472,768,937
5Southeast Asset Advisors Inc$2,361,196$1,056,299,612$1,146,695,918$2,202,995,530
6Berman Capital Advisors, LLC$3,948,741$880,083,781$1,279,877,334$2,159,961,115
7Capital Investment Advisors, LLC$329,252$2,114,200,000$13,100,000$2,127,300,000
8Montag$1,666,411$1,602,921,787$236,795,880$1,839,717,667
9TrueWealth Management$567,999$1,344,092,547$100,897,453$1,444,990,000
10Arcus Capital Partners, LLC$4,077,936$1,210,240,347$17,218,479$1,227,458,826
11BIP Wealth$312,707$705,412,809$158,597,225$864,010,034
12Cornerstone Management, Inc.$588,701$847,489,826$1,417,320$848,907,146
13Nicholas Hoffman & Company$605,309$514,486,804$279,072,834$793,559,638
14BT Wealth Management$745,000$600,302,324$184,927,715$785,230,039
15Oakbridge Partners, Ltd..$491,241$680,588,612$15,499,422$696,088,034
16American Financial Advisors.$309,626$645,571,002$0$645,571,002
17Redwood Wealth Management$230,784$634,193,292$0$634,193,292
18Cahaba Wealth Management, Inc.$568,982$580,361,980$0$580,361,980
19Smith & Howard Wealth Management$796,011$534,919,392$0$534,919,392
20Family WMS$828,804$409,026,216$115,606,441$524,632,657
21Kays Financial Advisory Corp$291,752$495,103,937$0$495,103,937
22Rollins Financial Inc$776,887$480,116,121$0$480,116,121
23Chatham Capital Group Inc$1,100,257$450,005,224$0$450,005,224
24Nova Wealth Management Group$412,542$424,312,287$606,333$424,918,620
25Sherrill & Hutchins Financial Advisory Inc$318,012$404,581,476$7,879,984$412,461,460
26Cedar Rowe Partners$656,423$332,744,601$23,036,869$355,781,470
27Peachtree Investment Advisors, Inc.$900,029$317,140,257$13,170,355$330,310,612
28MMHP Investment Advisors$315,434$316,380,300$0$316,380,300
29Resource Planning Group, Ltd..$282,340$313,115,504$0$313,115,504
30SG Financial Advisors$320,246$285,659,000$0$285,659,000
31Jamison Private Wealth Management, Inc.$408,024$264,000,000$10,600,000$274,600,000
32Inlight Wealth$647,692$248,409,003$18,440,187$266,849,190
33HC Advisors$559,729$258,313,832$3,079,754$261,393,586
34Holcombe Financial, Inc.$504,091$243,579,161$15,523,729$259,102,890
35Peachtree Wealth Management$5,824,325$43,172,411$213,097,910$256,270,321
36Day & Ennis$361,121$237,667,589$1,394,389$239,061,978
37C.W. O'Conner Wealth Advisors, Inc.$472,279$100,000,000$130,000,000$230,000,000
38IRC Wealth$360,504$228,559,705$0$228,559,705
39Gutt Financial Management$594,256$213,446,363$14,748,042$228,194,405
40Anthony Smith Advisors, Inc.$493,362$208,237,822$11,801,549$220,039,371
41Cmc Financial Group, LLC$554,717$210,237,593$0$210,237,593
42Investors Asset Management Of Georgia Inc$470,800$201,031,778$0$201,031,778
43Eads & Heald Wealth Management$699,967$197,390,675$0$197,390,675
44Elwood & Goetz$138,189$197,195,518$0$197,195,518
45Vickery Financial Services, Inc.$122,771$0$194,345,921$194,345,921
46Waypoint Wealth Counsel LLC$677,816$159,722,000$28,033,000$187,755,000
47Checks & Balances$5,705,087$171,152,619$0$171,152,619
48JPH Advisory Group, Inc.$213,814$160,612,789$6,589,990$167,202,779
49Baugh & Associates$402,628$158,402,999$5,064,141$163,467,140
50Weaver Capital Management, LLC$212,658$153,678,896$5,601,867$159,280,763
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Showing 1 to 50 of 64 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 2,172 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2018. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2017, (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 11, 2018.

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