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 Inc$805,814$7,818,765,000$1,110,458,000$8,929,223,000
2Brightworth, LLC$630,123$4,583,516,499$4,583,516,499
3Signaturefd, LLC$669,004$4,163,203,313$414,793,741$4,577,997,054
4Capital Investment Advisors, LLC$381,720$3,214,049,630$13,396,509$3,227,446,139
5Balentine LLC$1,222,401$3,162,347,785$185,808,825$3,348,156,610
6Buckhead Capital Management, LLC$11,806,221$2,401,150,221$160,799,668$2,561,949,889
7ZWJ Investment Counsel Inc$1,338,246$2,328,903,876$386,397,573$2,715,301,449
8Montag A & Associates Inc$1,953,335$2,117,585,956$15,455,900$2,133,041,856
9Southeast Asset Advisors, LLC$2,982,808$1,636,447,452$1,265,825,187$2,902,272,639
10TRUEWEALTH MANAGEMENT$593,711$1,577,613,841$122,773,099$1,700,386,940
11Financial Advisory Consultants,Inc.$830,950$1,316,627,249$1,258,996$1,317,886,245
12BIP Wealth, LLC$483,673$1,218,621,091$342,675,835$1,561,296,926
13BT Wealth Management, LLC$851,082$1,046,435,485$19,118,641$1,065,554,126
14Marco Investment Management LLC$2,049,483$1,008,345,568$1,008,345,568
15Nicholas Hoffman & Company, LLC$774,181$1,002,664,641$380,796,572$1,383,461,213
16Lesesne Capital Management Inc$564,761$971,782,242$13,160,534$984,942,776
17Cahaba Wealth Management, Inc.$1,672,481$949,969,014$949,969,014
18Berman Capital Advisors, LLC$2,857,293$871,134,735$2,469,041,149$3,340,175,884
19Sage Mountain Advisors, LLC$10,754,632$752,824,239$752,824,239
20ROLLINS FINANCIAL INC$827,811$674,666,344$674,666,344
21KAYS FINANCIAL ADVISORY CORP$329,639$662,245,674$662,245,674
22Bluerock Wealth Management, LLC$352,830$576,170,938$576,170,938
23Chatham Capital Group Inc$1,095,708$543,471,274$543,471,274
24Sherrill & Hutchins Financial Advisory Inc$375,042$498,055,537$498,055,537
25Family Wms, LLC$1,140,335$465,262,643$223,499,926$688,762,569
26Jamison Private Wealth Management, Inc.$538,248$423,992,074$8,759,287$432,751,361
27Elwood & Goetz Wealth Advisory Group, LLC$207,155$419,488,424$419,488,424
28Smith & Howard Wealth Management, LLC$709,998$396,179,117$396,179,117
29SG FINANCIAL ADVISORS, LLC$397,272$386,745,405$991,792$387,737,197
30Day & Ennis, LLC$467,129$360,158,131$932,383$361,090,514
31Murphy Middleton Hinkle & Parker, Inc.$357,942$357,941,796$357,941,796
32HC Advisors LLC$522,634$353,900,376$28,667,478$382,567,854
33WAYPOINT WEALTH COUNSEL LLC$1,496,504$332,846,216$152,021,196$484,867,412
34Investors Research Corporation$487,211$329,063,430$3,701,773$332,765,203
35Inlight Wealth Management, LLC$446,260$317,218,996$15,244,371$332,463,367
36Resource Planning Group, Ltd.$422,815$312,923,333$11,798,604$324,721,937
37Redwood Wealth Management, LLC$269,444$278,066,148$278,066,148
38Investors Asset Management Of Georgia Inc$585,519$269,338,627$269,338,627
39Novapoint Capital LLC$478,673$262,791,704$262,791,704
40CHICORY WEALTH$225,158$260,067,558$440,431$260,507,989
41Atticus Wealth Management, LLC$546,227$257,290,162$28,932,566$286,222,728
42Holcombe Financial, Inc.$503,445$255,309,171$29,137,190$284,446,361
43Compass Wealth Management, LLC$273,438$250,469,210$250,469,210
44Paces Ferry Wealth Advisors, LLC$516,451$241,368,306$41,130,361$282,498,667
45Kingsmark Private Financial Advisors, LLC$225,945$240,196,652$20,092,392$260,289,044
461776 Wealth LLC$734,780$239,538,315$239,538,315
47Meadow Creek Wealth Advisors, LLC$961,979$234,334,531$183,164,158$417,498,689
48Regimen Wealth, LLC$381,023$231,661,943$231,661,943
49Checks & Balances, Inc.$6,611,824$231,413,835$231,413,835
50Haber Investment Counsel, LLC$1,335,491$228,658,561$5,052,287$233,710,848
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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 Research.

Reprints: For reprints of these rankings, please contact Caroline Murphy.

*Methodology: InvestmentNews qualified 2,756 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2020, (2) total AUM is at least $100M, (3) does not have employees who are registered representatives of a broker-dealer, (4) managed assets for individual 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 July 2021.