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
51Investors Research Corporation$487,211$329,063,430$3,701,773$332,765,203
52WAYPOINT WEALTH COUNSEL LLC$1,496,504$332,846,216$152,021,196$484,867,412
53HC Advisors LLC$522,634$353,900,376$28,667,478$382,567,854
54Murphy Middleton Hinkle & Parker, Inc.$357,942$357,941,796$357,941,796
55Day & Ennis, LLC$467,129$360,158,131$932,383$361,090,514
56SG FINANCIAL ADVISORS, LLC$397,272$386,745,405$991,792$387,737,197
57Smith & Howard Wealth Management, LLC$709,998$396,179,117$396,179,117
58Elwood & Goetz Wealth Advisory Group, LLC$207,155$419,488,424$419,488,424
59Jamison Private Wealth Management, Inc.$538,248$423,992,074$8,759,287$432,751,361
60Family Wms, LLC$1,140,335$465,262,643$223,499,926$688,762,569
61Sherrill & Hutchins Financial Advisory Inc$375,042$498,055,537$498,055,537
62Chatham Capital Group Inc$1,095,708$543,471,274$543,471,274
63Bluerock Wealth Management, LLC$352,830$576,170,938$576,170,938
64KAYS FINANCIAL ADVISORY CORP$329,639$662,245,674$662,245,674
65ROLLINS FINANCIAL INC$827,811$674,666,344$674,666,344
66Sage Mountain Advisors, LLC$10,754,632$752,824,239$752,824,239
67Berman Capital Advisors, LLC$2,857,293$871,134,735$2,469,041,149$3,340,175,884
68Cahaba Wealth Management, Inc.$1,672,481$949,969,014$949,969,014
69Lesesne Capital Management Inc$564,761$971,782,242$13,160,534$984,942,776
70Nicholas Hoffman & Company, LLC$774,181$1,002,664,641$380,796,572$1,383,461,213
71Marco Investment Management LLC$2,049,483$1,008,345,568$1,008,345,568
72BT Wealth Management, LLC$851,082$1,046,435,485$19,118,641$1,065,554,126
73BIP Wealth, LLC$483,673$1,218,621,091$342,675,835$1,561,296,926
74Financial Advisory Consultants,Inc.$830,950$1,316,627,249$1,258,996$1,317,886,245
75TRUEWEALTH MANAGEMENT$593,711$1,577,613,841$122,773,099$1,700,386,940
76Southeast Asset Advisors, LLC$2,982,808$1,636,447,452$1,265,825,187$2,902,272,639
77Montag A & Associates Inc$1,953,335$2,117,585,956$15,455,900$2,133,041,856
78ZWJ Investment Counsel Inc$1,338,246$2,328,903,876$386,397,573$2,715,301,449
79Buckhead Capital Management, LLC$11,806,221$2,401,150,221$160,799,668$2,561,949,889
80Balentine LLC$1,222,401$3,162,347,785$185,808,825$3,348,156,610
81Capital Investment Advisors, LLC$381,720$3,214,049,630$13,396,509$3,227,446,139
82Signaturefd, LLC$669,004$4,163,203,313$414,793,741$4,577,997,054
83Brightworth, LLC$630,123$4,583,516,499$4,583,516,499
84Homrich & Berg Inc$805,814$7,818,765,000$1,110,458,000$8,929,223,000
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For more information about the RIA Data Center, please contact InvestmentNews Data.

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*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.