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.

Filters

# of employees

MinMax

High-net-worth client assets

Total AUM

MinMax

Total accounts

MinMax

Discretionary AUM

MinMax

Avg. discretionary account AUM

MinMax

Non-discretionary AUM

MinMax

Non-discretionary accounts

MinMax

Average non-discretionary account AUM

MinMax

Avg. account AUM

MinMax
Rank Business Name Avg. account AUM Discretionary AUM Non-discretionary AUM Total AUM
1Vickery Financial Services, Inc.$146,636$234,031,701$234,031,701
2Premis Advisors, Llc$1,243,082$24,669,000$112,070,000$136,739,000
3Armis Advisers$2,232,943$64,248,225$94,290,734$158,538,959
4Goodwin Investment Advisory$403,922$103,000,000$103,000,000
5Minerva Planning Group$383,410$105,507,757$22,551,250$128,059,007
6Calvary Wealth, Llc$358,278$118,231,742$118,231,742
7The Keystone Financial Alliance, Llc$277,420$118,382,773$2,572,385$120,955,158
8Alder Financial Group Inc$484,876$119,596,766$1,622,302$121,219,068
9Bush Wealth Management$146,671$123,643,389$123,643,389
10Kiker Wealth Management, Llc$67,130$124,929,455$124,929,455
11Griffith & Werner, Inc.$391,598$128,321,000$1,298,000$129,619,000
12George M. Hiller Companies, Llc$249,841$129,956,588$23,945,353$153,901,941
13C.W. O'Conner Wealth Advisors, Inc.$574,949$130,000,000$150,000,000$280,000,000
14The Money Advisor Group, Llc$332,964$131,786,274$42,686,698$174,472,972
15Gutt Financial Management, Llc$491,468$147,765,024$15,402,193$163,167,217
16Integras Partners, Llc$196,865$150,011,000$150,011,000
17Ap Wealth Management$759,847$151,689,612$3,319,211$155,008,823
18Estate Management Counselors,Llc$192,067$163,641,427$163,641,427
19Tandemgrowth Financial Advisors, Llc$341,919$165,897,528$1,642,908$167,540,436
20Bull Street Advisors$1,390,435$175,194,869$175,194,869
211776 Wealth Llc$431,707$177,000,000$177,000,000
22Baugh & Associates, Llc$436,338$183,254,320$7,606$183,261,926
23Novapoint Capital Llc$501,804$184,744,649$6,944,495$191,689,144
24Aurora Investment Counsel$1,170,368$186,741,178$2,858,421$189,599,599
25Atticus Wealth Management$509,527$189,475,091$20,959,363$210,434,454
26Red Tortoise$1,221,364$197,380,845$480,170$197,861,015
27Haber Investment Counsel$1,258,847$204,641,112$5,586,286$210,227,398
28Paces Ferry Wealth Advisors, Llc$451,282$204,803,354$20,386,356$225,189,710
29Kingsmark Private Financial Advisors, Llc$190,064$207,549,541$207,549,541
30Eads & Heald Wealth Management$770,498$218,821,309$218,821,309
31Compass Wealth Management, Llc$246,143$221,036,000$221,036,000
32Checks & Balances, Inc.$6,074,509$224,756,817$224,756,817
33Holcombe Financial, Inc.$449,247$233,575,675$28,784,784$262,360,459
34Investors Asset Management Of Georgia Inc$530,370$236,014,857$236,014,857
35Redwood Wealth Management, Llc$234,149$240,236,517$240,236,517
36Meadow Creek Wealth Advisors, Llc$990,907$242,963,493$134,571,938$377,535,431
37Inlight Wealth$530,621$258,833,353$14,967,215$273,800,568
38Chicory Wealth$225,158$260,067,558$440,431$260,507,989
39Elwood & Goetz$120,283$270,876,268$270,876,268
40Hc Advisors Llc$560,522$286,900,688$6,812,776$293,713,464
41Irc Wealth$460,732$296,670,940$8,333,562$305,004,502
42Day & Ennis, Llc$399,261$312,461,141$559,468$313,020,609
43Waypoint Wealth Counsel Llc$1,496,504$332,846,216$152,021,196$484,867,412
44Mmhp Investment Advisors$327,096$347,375,973$347,375,973
45Jamison Private Wealth Management, Inc.$1,295,196$366,135,000$10,767,000$376,902,000
46Resource Planning Group, Ltd.$224,045$373,730,881$647,670$374,378,551
47Sg Financial Advisors, Llc$397,272$386,745,405$991,792$387,737,197
48Sherrill & Hutchins Financial Advisory Inc$349,026$434,647,984$13,501,944$448,149,928
49Chatham Capital Group Inc$1,107,029$485,985,897$485,985,897
50Family Wms, Llc$1,004,068$536,774,261$115,870,192$652,644,453
Next Page »

Showing 1 to 50 of 70 entries

Page 1 | 2

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.