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.

Rank Business Name Avg. account AUM Discretionary AUM Non-discretionary AUM Total AUM
1Homrich Berg$666,332$4,921,199,366$536,060,096$5,457,259,462
2Brightworth, LLC$511,191$3,335,519,000$3,335,519,000
3Signaturefd, LLC$625,189$2,771,501,180$722,679,277$3,494,180,457
4Capital Investment Advisors, LLC$312,837$2,171,200,000$12,400,000$2,183,600,000
5Balentine$1,502,104$2,154,103,220$453,549,201$2,607,652,421
6Montag$1,471,597$1,658,649,353$213,221,821$1,871,871,174
7Gutt Financial Management, Llc$922,535$1,340,786,377$215,530,286$1,556,316,663
8TrueWealth Management$557,308$1,291,736,545$41,343,225$1,333,079,770
9Arcus Capital Partners, LLC$528,575$1,178,886,173$8,822,861$1,187,709,034
10Southeast Asset Advisors Inc$2,122,172$1,028,214,054$1,009,070,829$2,037,284,883
11Cornerstone Management, Inc.$606,992$897,141,029$1,207,263$898,348,292
12BT Wealth Management$951,414$888,657,696$35,165,285$923,822,981
13Berman Capital Advisors, LLC$3,407,765$866,748,967$1,409,638,250$2,276,387,217
14BIP Wealth$340,014$734,732,251$214,246,565$948,978,816
15Oakbridge Partners, Ltd..$454,209$700,107,510$15,271,449$715,378,959
16Redwood Wealth Management$226,550$631,846,602$631,846,602
17American Financial Advisors.$286,747$609,624,968$609,624,968
18Cahaba Wealth Management, Inc.$499,618$593,046,459$593,046,459
19Smith & Howard Wealth Management, Llc$404,187$568,176,451$98,328,459$666,504,910
20Nicholas Hoffman & Company$624,004$506,180,463$363,680,528$869,860,991
21Kays Financial Advisory Corp$269,210$495,076,338$495,076,338
22Smith & Howard Wealth Management$904,291$490,125,713$490,125,713
23Rollins Financial Inc$651,755$477,084,824$477,084,824
24Chatham Capital Group Inc$1,037,528$437,836,808$437,836,808
25Family WMS$864,920$416,111,937$96,785,840$512,897,777
26Nova Wealth Management Group$438,023$412,947,237$546,128$413,493,365
27Sherrill & Hutchins Financial Advisory Inc$307,394$384,713,918$7,520,567$392,234,485
28Resource Planning Group, Ltd..$244,254$331,696,290$331,696,290
29SG Financial Advisors$331,998$308,662,215$759,815$309,422,030
30Waypoint Wealth Counsel LLC$1,249,284$307,232,931$100,033,658$407,266,589
31Cedar Rowe Partners$573,600$305,557,314$3,613,298$309,170,612
32Jamison Private Wealth Management, Inc.$1,078,996$295,786,000$11,728,000$307,514,000
33MMHP Investment Advisors$318,453$293,613,393$293,613,393
34Day & Ennis$358,319$248,723,702$1,024,373$249,748,075
35HC Advisors$511,804$247,814,711$6,551,950$254,366,661
36Inlight Wealth$528,824$247,161,956$13,548,042$260,709,998
37Holcombe Financial, Inc.$497,106$234,841,242$21,665,404$256,506,646
38Elwood & Goetz$151,514$224,846,962$224,846,962
39IRC Wealth$361,930$211,546,783$2,353,799$213,900,582
40Chicory Wealth$192,406$192,650,000$2,450,000$195,100,000
41Investors Asset Management Of Georgia Inc$432,741$189,540,655$189,540,655
42Eads & Heald Wealth Management$648,750$178,406,259$178,406,259
43Checks & Balances$4,701,002$169,236,056$169,236,056
44Kingsmark Private Financial Advisors$166,094$163,104,000$163,104,000
45Weaver Capital Management, LLC$202,802$156,831,999$5,612,392$162,444,391
46Baugh & Associates$394,740$153,158,308$907$153,159,215
47Gutt Financial Management$488,713$149,756,870$24,225,105$173,981,975
481776 Wealth LLC$455,632$145,802,339$145,802,339
49Integras Partners, LLC$201,307$143,346,196$18,705,566$162,051,762
50TandemGrowth Financial Advisors$813,029$139,963,910$1,503,088$141,466,998
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Showing 1 to 50 of 60 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.

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