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
1Vickery Financial Services, Inc.$129,303$199,127,037$199,127,037
2Premis Advisors, LLC$1,075,636$28,834,508$88,409,814$117,244,322
3Checks & Balances, Inc.$77,492$100,120,000$100,120,000
4Minerva Planning Group$253,237$104,840,291$104,840,291
5C.W. O'Conner Wealth Advisors, Inc.$441,459$108,000,000$122,000,000$230,000,000
6George M. Hiller Companies$206,445$108,724,476$28,148,810$136,873,286
7Resource Planning Group, Ltd.$88,544$110,919,666$4,188,049$115,107,715
8The Money Advisor Group, LLC$299,873$125,677,195$26,058,412$151,735,607
9AP Wealth Management$256,708$129,230,988$2,973,727$132,204,715
10Kiker Wealth Management, LLC$71,021$135,507,265$135,507,265
11TandemGrowth Financial Advisors$813,029$139,963,910$1,503,088$141,466,998
12Integras Partners, LLC$201,307$143,346,196$18,705,566$162,051,762
131776 Wealth LLC$455,632$145,802,339$145,802,339
14Gutt Financial Management$488,713$149,756,870$24,225,105$173,981,975
15Baugh & Associates$394,740$153,158,308$907$153,159,215
16Weaver Capital Management, LLC$202,802$156,831,999$5,612,392$162,444,391
17Kingsmark Private Financial Advisors$166,094$163,104,000$163,104,000
18Checks & Balances$4,701,002$169,236,056$169,236,056
19Eads & Heald Wealth Management$648,750$178,406,259$178,406,259
20Investors Asset Management Of Georgia Inc$432,741$189,540,655$189,540,655
21Chicory Wealth$192,406$192,650,000$2,450,000$195,100,000
22IRC Wealth$361,930$211,546,783$2,353,799$213,900,582
23Elwood & Goetz$151,514$224,846,962$224,846,962
24Holcombe Financial, Inc.$497,106$234,841,242$21,665,404$256,506,646
25Inlight Wealth$528,824$247,161,956$13,548,042$260,709,998
26HC Advisors$511,804$247,814,711$6,551,950$254,366,661
27Day & Ennis$358,319$248,723,702$1,024,373$249,748,075
28MMHP Investment Advisors$318,453$293,613,393$293,613,393
29Jamison Private Wealth Management, Inc.$1,078,996$295,786,000$11,728,000$307,514,000
30Cedar Rowe Partners$573,600$305,557,314$3,613,298$309,170,612
31Waypoint Wealth Counsel LLC$1,249,284$307,232,931$100,033,658$407,266,589
32SG Financial Advisors$331,998$308,662,215$759,815$309,422,030
33Resource Planning Group, Ltd..$244,254$331,696,290$331,696,290
34Sherrill & Hutchins Financial Advisory Inc$307,394$384,713,918$7,520,567$392,234,485
35Nova Wealth Management Group$438,023$412,947,237$546,128$413,493,365
36Family WMS$864,920$416,111,937$96,785,840$512,897,777
37Chatham Capital Group Inc$1,037,528$437,836,808$437,836,808
38Rollins Financial Inc$651,755$477,084,824$477,084,824
39Smith & Howard Wealth Management$904,291$490,125,713$490,125,713
40Kays Financial Advisory Corp$269,210$495,076,338$495,076,338
41Nicholas Hoffman & Company$624,004$506,180,463$363,680,528$869,860,991
42Smith & Howard Wealth Management, Llc$404,187$568,176,451$98,328,459$666,504,910
43Cahaba Wealth Management, Inc.$499,618$593,046,459$593,046,459
44American Financial Advisors.$286,747$609,624,968$609,624,968
45Redwood Wealth Management$226,550$631,846,602$631,846,602
46Oakbridge Partners, Ltd..$454,209$700,107,510$15,271,449$715,378,959
47BIP Wealth$340,014$734,732,251$214,246,565$948,978,816
48Berman Capital Advisors, LLC$3,407,765$866,748,967$1,409,638,250$2,276,387,217
49BT Wealth Management$951,414$888,657,696$35,165,285$923,822,981
50Cornerstone Management, Inc.$606,992$897,141,029$1,207,263$898,348,292
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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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