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
7Zwj Investment Counsel Inc$1,070,012$1,797,645,878$265,336,924$2,062,982,802
8Southeast Asset Advisors, Llc$2,122,172$1,028,214,054$1,009,070,829$2,037,284,883
9Montag$1,471,597$1,658,649,353$213,221,821$1,871,871,174
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
12Buckhead Capital Management, Llc$7,202,969$864,661,760$122,144,946$986,806,706
13Bip Wealth, Llc$340,014$734,732,251$214,246,565$948,978,816
14Bt Wealth Management, Llc$951,414$888,657,696$35,165,285$923,822,981
15Cornerstone Management, Inc.$606,992$897,141,029$1,207,263$898,348,292
16Nicholas Hoffman & Company, Llc$624,004$506,180,463$363,680,528$869,860,991
17Oakbridge Partners, Ltd.$454,209$700,107,510$15,271,449$715,378,959
18Redwood Wealth Management, Llc$226,550$631,846,602$631,846,602
19American Financial Advisors, Llc.$286,747$609,624,968$609,624,968
20Cahaba Wealth Management, Inc.$499,618$593,046,459$593,046,459
21Family Wms, Llc$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, Llc$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, Llc$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
29Richard Young Associates, Ltd.$136,669$377,125,088$81,355$377,206,443
30Sage Mountain Advisors, Llc$11,459,860$355,255,673$355,255,673
31Resource Planning Group, Ltd.$244,254$331,696,290$331,696,290
32Sg Financial Advisors, Llc$331,998$308,662,215$759,815$309,422,030
33Cedar Rowe Partners$573,600$305,557,314$3,613,298$309,170,612
34Jamison Private Wealth Management, Inc.$1,078,996$295,786,000$11,728,000$307,514,000
35Mmhp Investment Advisors$318,453$293,613,393$293,613,393
36Inlight Wealth$528,824$247,161,956$13,548,042$260,709,998
37Holcombe Financial, Inc.$497,106$234,841,242$21,665,404$256,506,646
38Hc Advisors Llc$511,804$247,814,711$6,551,950$254,366,661
39Day & Ennis, Llc$358,319$248,723,702$1,024,373$249,748,075
40C.W. O'Conner Wealth Advisors, Inc.$441,459$108,000,000$122,000,000$230,000,000
41Elwood & Goetz$151,514$224,846,962$224,846,962
42Irc Wealth$361,930$211,546,783$2,353,799$213,900,582
43Meadow Creek Wealth Advisors, Llc$956,884$109,458,431$101,055,997$210,514,428
44Vickery Financial Services, Inc.$129,303$199,127,037$199,127,037
45Chicory Wealth$192,406$192,650,000$2,450,000$195,100,000
46Investors Asset Management Of Georgia Inc$432,741$189,540,655$189,540,655
47Paces Ferry Wealth Advisors, Llc$440,128$170,491,658$16,122,570$186,614,228
48Eads & Heald Wealth Management$648,750$178,406,259$178,406,259
49Gutt Financial Management, Llc$488,713$149,756,870$24,225,105$173,981,975
50Checks & Balances, Inc.$4,701,002$169,236,056$169,236,056
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Showing 1 to 50 of 71 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.