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
1American Financial Advisors, LLC.$409,823$843,006,517$843,006,517
2BT Family Office, LLC$14,105,263$1,340,000,000$1,340,000,000
3Vickery Financial Services, Inc.$163,240$261,347,199$261,347,199
4Premis Advisors, LLC$1,298,930$26,239,191$138,724,914$164,964,105
5ARMIS ADVISERS$2,232,943$64,248,225$94,290,734$158,538,959
6Cardea Capital Group, Inc.$26,590,918$103,030,733$2,821,970,234$2,925,000,967
7Ironridge Wealth Management, LLC$282,526$107,924,874$107,924,874
8Antares Wealth Management, LLC$1,288,882$109,095,970$8,192,270$117,288,240
9Strickland Davis Advisors LLC$660,236$109,381,447$10,121,205$119,502,652
10Sentara Capital LLC$202,489$113,596,215$113,596,215
11Townsend Personal Financial Planning, LLC$340,992$116,291,421$1,009,857$117,301,278
12Minerva Planning Group, Inc.$323,397$121,273,710$121,273,710
13The Keystone Financial Alliance, LLC$307,692$124,330,469$2,746,495$127,076,964
14Kiker Wealth Management, LLC$79,372$127,630,461$127,630,461
15Griffith & Werner, Inc.$403,083$130,987,380$1,224,000$132,211,380
16Anson Capital, Inc.$367,158$131,020,181$37,138,018$168,158,199
17Alder Financial Group Inc$539,234$133,098,356$3,327,870$136,426,226
18Calvary Wealth, LLC$374,866$136,451,294$136,451,294
19Bush Investment Group, LLC$157,200$136,901,928$18,846$136,920,774
20Gutt Financial Management, LLC$574,734$138,266,114$20,360,334$158,626,448
21Wiser Wealth Management, Inc$194,958$145,114,697$1,493,917$146,608,614
22Goodwin Investment Advisory, LLC$141,904$150,418,297$150,418,297
23George M. Hiller Companies, LLC$349,911$154,622,071$1,438,139$156,060,210
24Aurora Investment Counsel$1,192,401$166,373,620$2,947,273$169,320,893
25AP Wealth Management, LLC$748,224$169,936,194$4,399,986$174,336,180
26Verisail Partners, LLC$221,997$170,715,584$170,715,584
27Tandemgrowth Financial Advisors, LLC$362,848$180,384,248$677,135$181,061,383
28Estate Management Counselors,LLC$217,767$186,626,100$186,626,100
29Baugh & Associates, LLC$480,595$197,520,697$3,663$197,524,360
30Weaver Capital Management, LLC$233,640$211,720,808$6,732,453$218,453,261
31Red Tortoise, LLC$1,216,879$214,170,786$214,170,786
32Bull Street Advisors, LLC$1,505,898$215,343,398$215,343,398
33The Money Advisor Group, LLC$456,350$221,036,000$52,773,774$273,809,774
34R. Stewart Eads Investment Counsel, Inc.$784,952$221,356,466$221,356,466
35Haber Investment Counsel, LLC$1,335,491$228,658,561$5,052,287$233,710,848
36Checks & Balances, Inc.$6,611,824$231,413,835$231,413,835
37Regimen Wealth, LLC$381,023$231,661,943$231,661,943
38Meadow Creek Wealth Advisors, LLC$961,979$234,334,531$183,164,158$417,498,689
391776 Wealth LLC$734,780$239,538,315$239,538,315
40Kingsmark Private Financial Advisors, LLC$225,945$240,196,652$20,092,392$260,289,044
41Paces Ferry Wealth Advisors, LLC$516,451$241,368,306$41,130,361$282,498,667
42Compass Wealth Management, LLC$273,438$250,469,210$250,469,210
43Holcombe Financial, Inc.$503,445$255,309,171$29,137,190$284,446,361
44Atticus Wealth Management, LLC$546,227$257,290,162$28,932,566$286,222,728
45CHICORY WEALTH$225,158$260,067,558$440,431$260,507,989
46Novapoint Capital LLC$478,673$262,791,704$262,791,704
47Investors Asset Management Of Georgia Inc$585,519$269,338,627$269,338,627
48Redwood Wealth Management, LLC$269,444$278,066,148$278,066,148
49Resource Planning Group, Ltd.$422,815$312,923,333$11,798,604$324,721,937
50Inlight Wealth Management, LLC$446,260$317,218,996$15,244,371$332,463,367
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Showing 1 to 50 of 84 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 Carline Murphy.

*Methodology:InvestmentNews qualified firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2020. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2019, (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) nor one who is an insurance company or agency.

Database last updated on June, 2020.