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
1Homrich Berg$797,220$6,441,699,297$543,543,888$6,985,243,185
2Homrich Berg$797,220$6,441,699,297$543,543,888$6,985,243,185
3Brightworth, Llc$577,660$4,034,376,256$4,034,376,256
4Brightworth, Llc$577,660$4,034,376,256$4,034,376,256
5Edge Capital Group, Llc$1,935,458$3,798,154,220$272,114,033$4,070,268,253
6Signaturefd, Llc$622,617$3,228,832,293$682,446,274$3,911,278,567
7Balentine$1,097,453$2,059,007,790$386,117,026$2,445,124,816
8Montag$1,713,996$1,913,201,271$234,436,216$2,147,637,487
9Buckhead Capital Management, Llc$14,309,572$1,876,500,802$155,458,386$2,031,959,188
10Truewealth Management$593,711$1,577,613,841$122,773,099$1,700,386,940
11Southeast Asset Advisors, Llc$2,385,658$1,395,821,685$1,147,289,782$2,543,111,467
12Arcus Capital Partners, Llc$551,112$1,388,472,667$4,738,196$1,393,210,863
13Berman Capital Advisors, Llc$3,517,923$1,060,812,699$1,658,541,970$2,719,354,669
14Bt Wealth Management, Llc$901,391$994,791,367$30,991,896$1,025,783,263
15Marco Investment Management Llc$1,914,349$978,232,587$978,232,587
16Nicholas Hoffman & Company, Llc$676,364$788,891,005$337,254,880$1,126,145,885
17Cahaba Wealth Management, Inc.$650,896$773,263,917$773,263,917
18Rollins Financial Inc$827,811$674,666,344$674,666,344
19Kays Financial Advisory Corp$329,639$662,245,674$662,245,674
20Smith & Howard Wealth Management, Llc$1,009,043$565,063,878$565,063,878
21Family Wms, Llc$1,004,068$536,774,261$115,870,192$652,644,453
22Chatham Capital Group Inc$1,107,029$485,985,897$485,985,897
23Sherrill & Hutchins Financial Advisory Inc$349,026$434,647,984$13,501,944$448,149,928
24Sg Financial Advisors, Llc$397,272$386,745,405$991,792$387,737,197
25Resource Planning Group, Ltd.$224,045$373,730,881$647,670$374,378,551
26Jamison Private Wealth Management, Inc.$1,295,196$366,135,000$10,767,000$376,902,000
27Mmhp Investment Advisors$327,096$347,375,973$347,375,973
28Waypoint Wealth Counsel Llc$1,496,504$332,846,216$152,021,196$484,867,412
29Day & Ennis, Llc$399,261$312,461,141$559,468$313,020,609
30Irc Wealth$460,732$296,670,940$8,333,562$305,004,502
31Hc Advisors Llc$560,522$286,900,688$6,812,776$293,713,464
32Elwood & Goetz$120,283$270,876,268$270,876,268
33Chicory Wealth$225,158$260,067,558$440,431$260,507,989
34Inlight Wealth$530,621$258,833,353$14,967,215$273,800,568
35Meadow Creek Wealth Advisors, Llc$990,907$242,963,493$134,571,938$377,535,431
36Redwood Wealth Management, Llc$234,149$240,236,517$240,236,517
37Investors Asset Management Of Georgia Inc$530,370$236,014,857$236,014,857
38Holcombe Financial, Inc.$449,247$233,575,675$28,784,784$262,360,459
39Checks & Balances, Inc.$6,074,509$224,756,817$224,756,817
40Compass Wealth Management, Llc$246,143$221,036,000$221,036,000
41Eads & Heald Wealth Management$770,498$218,821,309$218,821,309
42Kingsmark Private Financial Advisors, Llc$190,064$207,549,541$207,549,541
43Paces Ferry Wealth Advisors, Llc$451,282$204,803,354$20,386,356$225,189,710
44Haber Investment Counsel$1,258,847$204,641,112$5,586,286$210,227,398
45Red Tortoise$1,221,364$197,380,845$480,170$197,861,015
46Atticus Wealth Management$509,527$189,475,091$20,959,363$210,434,454
47Aurora Investment Counsel$1,170,368$186,741,178$2,858,421$189,599,599
48Novapoint Capital Llc$501,804$184,744,649$6,944,495$191,689,144
49Baugh & Associates, Llc$436,338$183,254,320$7,606$183,261,926
501776 Wealth Llc$431,707$177,000,000$177,000,000
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Showing 1 to 50 of 70 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.