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
1BT FAMILY OFFICE, LLC$21,384,615$278,000,000$278,000,000
2VICKERY FINANCIAL SERVICES, INC.$146,636$234,031,701$234,031,701
3PREMIS ADVISORS, LLC$1,243,082$24,669,000$112,070,000$136,739,000
4ARMIS ADVISERS$2,232,943$64,248,225$94,290,734$158,538,959
5GOODWIN INVESTMENT ADVISORY$403,922$103,000,000$103,000,000
6MINERVA PLANNING GROUP$383,410$105,507,757$22,551,250$128,059,007
7IRONRIDGE WEALTH MANAGEMENT, LLC$302,153$116,631,214$116,631,214
8CALVARY WEALTH, LLC$358,278$118,231,742$118,231,742
9THE KEYSTONE FINANCIAL ALLIANCE, LLC$277,420$118,382,773$2,572,385$120,955,158
10ALDER FINANCIAL GROUP INC$484,876$119,596,766$1,622,302$121,219,068
11BUSH WEALTH MANAGEMENT$146,671$123,643,389$123,643,389
12KIKER WEALTH MANAGEMENT, LLC$67,130$124,929,455$124,929,455
13GRIFFITH & WERNER, INC.$391,598$128,321,000$1,298,000$129,619,000
14GEORGE M. HILLER COMPANIES, LLC$249,841$129,956,588$23,945,353$153,901,941
15THE MONEY ADVISOR GROUP, LLC$332,964$131,786,274$42,686,698$174,472,972
16VERISAIL PARTNERS, LLC$186,063$139,733,000$139,733,000
17GUTT FINANCIAL MANAGEMENT, LLC$491,468$147,765,024$15,402,193$163,167,217
18AP WEALTH MANAGEMENT$759,847$151,689,612$3,319,211$155,008,823
19ESTATE MANAGEMENT COUNSELORS,LLC$192,067$163,641,427$163,641,427
20TANDEMGROWTH FINANCIAL ADVISORS, LLC$341,919$165,897,528$1,642,908$167,540,436
21BULL STREET ADVISORS$1,390,435$175,194,869$175,194,869
221776 WEALTH LLC$431,707$177,000,000$177,000,000
23BAUGH & ASSOCIATES, LLC$436,338$183,254,320$7,606$183,261,926
24NOVAPOINT CAPITAL LLC$501,804$184,744,649$6,944,495$191,689,144
25AURORA INVESTMENT COUNSEL$1,170,368$186,741,178$2,858,421$189,599,599
26ATTICUS WEALTH MANAGEMENT$509,527$189,475,091$20,959,363$210,434,454
27RED TORTOISE$1,221,364$197,380,845$480,170$197,861,015
28WEAVER CAPITAL MANAGEMENT, LLC$231,943$199,670,335$5,599,608$205,269,943
29HABER INVESTMENT COUNSEL$1,258,847$204,641,112$5,586,286$210,227,398
30PACES FERRY WEALTH ADVISORS, LLC$451,282$204,803,354$20,386,356$225,189,710
31KINGSMARK PRIVATE FINANCIAL ADVISORS, LLC$190,064$207,549,541$207,549,541
32EADS & HEALD WEALTH MANAGEMENT$770,498$218,821,309$218,821,309
33COMPASS WEALTH MANAGEMENT, LLC$246,143$221,036,000$221,036,000
34CHECKS & BALANCES, INC.$6,074,509$224,756,817$224,756,817
35HOLCOMBE FINANCIAL, INC.$449,247$233,575,675$28,784,784$262,360,459
36INVESTORS ASSET MANAGEMENT OF GEORGIA INC$530,370$236,014,857$236,014,857
37REDWOOD WEALTH MANAGEMENT, LLC$234,149$240,236,517$240,236,517
38MEADOW CREEK WEALTH ADVISORS, LLC$990,907$242,963,493$134,571,938$377,535,431
39INLIGHT WEALTH$530,621$258,833,353$14,967,215$273,800,568
40CHICORY WEALTH$225,158$260,067,558$440,431$260,507,989
41ELWOOD & GOETZ$120,283$270,876,268$270,876,268
42HC ADVISORS LLC$560,522$286,900,688$6,812,776$293,713,464
43IRC WEALTH$460,732$296,670,940$8,333,562$305,004,502
44DAY & ENNIS, LLC$399,261$312,461,141$559,468$313,020,609
45WAYPOINT WEALTH COUNSEL LLC$1,496,504$332,846,216$152,021,196$484,867,412
46MMHP INVESTMENT ADVISORS$327,096$347,375,973$347,375,973
47JAMISON PRIVATE WEALTH MANAGEMENT, INC.$1,295,196$366,135,000$10,767,000$376,902,000
48RESOURCE PLANNING GROUP, LTD.$224,045$373,730,881$647,670$374,378,551
49SG FINANCIAL ADVISORS, LLC$397,272$386,745,405$991,792$387,737,197
50SAGE MOUNTAIN ADVISORS, LLC$1,354,998$422,759,521$422,759,521
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Showing 1 to 50 of 75 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.