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
2BRIGHTWORTH, LLC$577,660$4,034,376,256$4,034,376,256
3SIGNATUREFD, LLC$622,617$3,228,832,293$682,446,274$3,911,278,567
4CAPITAL INVESTMENT ADVISORS, LLC$373,510$2,880,700,000$14,000,000$2,894,700,000
5BALENTINE$1,285,240$2,428,168,919$341,522,431$2,769,691,350
6MONTAG$1,713,996$1,913,201,271$234,436,216$2,147,637,487
7BUCKHEAD CAPITAL MANAGEMENT, LLC$14,309,572$1,876,500,802$155,458,386$2,031,959,188
8TRUEWEALTH MANAGEMENT$593,711$1,577,613,841$122,773,099$1,700,386,940
9SOUTHEAST ASSET ADVISORS, LLC$2,385,658$1,395,821,685$1,147,289,782$2,543,111,467
10CORNERSTONE MANAGEMENT, INC.$719,072$1,079,163,835$882,603$1,080,046,438
11BERMAN CAPITAL ADVISORS, LLC$3,517,923$1,060,812,699$1,658,541,970$2,719,354,669
12BT WEALTH MANAGEMENT, LLC$901,391$994,791,367$30,991,896$1,025,783,263
13MARCO INVESTMENT MANAGEMENT LLC$1,914,349$978,232,587$978,232,587
14BIP WEALTH, LLC$369,517$969,081,128$337,160,799$1,306,241,927
15OAKBRIDGE PARTNERS, LTD.$529,341$868,003,696$17,582,988$885,586,684
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
18AMERICAN FINANCIAL ADVISORS, LLC.$349,025$727,368,589$727,368,589
19ROLLINS FINANCIAL INC$827,811$674,666,344$674,666,344
20KAYS FINANCIAL ADVISORY CORP$329,639$662,245,674$662,245,674
21SMITH & HOWARD WEALTH MANAGEMENT, LLC$1,009,043$565,063,878$565,063,878
22FAMILY WMS, LLC$1,004,068$536,774,261$115,870,192$652,644,453
23CHATHAM CAPITAL GROUP INC$1,107,029$485,985,897$485,985,897
24BLUEROCK WEALTH MANAGEMENT, LLC$308,499$464,599,292$464,599,292
25SHERRILL & HUTCHINS FINANCIAL ADVISORY INC$339,834$434,647,984$434,647,984
26SAGE MOUNTAIN ADVISORS, LLC$1,354,998$422,759,521$422,759,521
27SG FINANCIAL ADVISORS, LLC$397,272$386,745,405$991,792$387,737,197
28RESOURCE PLANNING GROUP, LTD.$224,045$373,730,881$647,670$374,378,551
29JAMISON PRIVATE WEALTH MANAGEMENT, INC.$1,295,196$366,135,000$10,767,000$376,902,000
30MMHP INVESTMENT ADVISORS$327,096$347,375,973$347,375,973
31WAYPOINT WEALTH COUNSEL LLC$1,496,504$332,846,216$152,021,196$484,867,412
32DAY & ENNIS, LLC$399,261$312,461,141$559,468$313,020,609
33IRC WEALTH$460,732$296,670,940$8,333,562$305,004,502
34HC ADVISORS LLC$560,522$286,900,688$6,812,776$293,713,464
35ELWOOD & GOETZ$120,283$270,876,268$270,876,268
36CHICORY WEALTH$225,158$260,067,558$440,431$260,507,989
37INLIGHT WEALTH$530,621$258,833,353$14,967,215$273,800,568
38MEADOW CREEK WEALTH ADVISORS, LLC$990,907$242,963,493$134,571,938$377,535,431
39REDWOOD WEALTH MANAGEMENT, LLC$234,149$240,236,517$240,236,517
40INVESTORS ASSET MANAGEMENT OF GEORGIA INC$530,370$236,014,857$236,014,857
41HOLCOMBE FINANCIAL, INC.$449,247$233,575,675$28,784,784$262,360,459
42CHECKS & BALANCES, INC.$6,074,509$224,756,817$224,756,817
43COMPASS WEALTH MANAGEMENT, LLC$246,143$221,036,000$221,036,000
44EADS & HEALD WEALTH MANAGEMENT$770,498$218,821,309$218,821,309
45KINGSMARK PRIVATE FINANCIAL ADVISORS, LLC$190,064$207,549,541$207,549,541
46PACES FERRY WEALTH ADVISORS, LLC$451,282$204,803,354$20,386,356$225,189,710
47HABER INVESTMENT COUNSEL$1,258,847$204,641,112$5,586,286$210,227,398
48WEAVER CAPITAL MANAGEMENT, LLC$231,943$199,670,335$5,599,608$205,269,943
49RED TORTOISE$1,221,364$197,380,845$480,170$197,861,015
50ATTICUS WEALTH MANAGEMENT$509,527$189,475,091$20,959,363$210,434,454
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Showing 1 to 50 of 75 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.