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
1Estate Management Counselors,Llc$192,067$163,641,427$163,641,427
2Kingsmark Private Financial Advisors, Llc$190,064$207,549,541$207,549,541
3Goodwin Investment Advisory$403,922$103,000,000$103,000,000
4Rollins Financial Inc$827,811$674,666,344$674,666,344
5Kays Financial Advisory Corp$329,639$662,245,674$662,245,674
6Brightworth, Llc$577,660$4,034,376,256$4,034,376,256
7Brightworth, Llc$577,660$4,034,376,256$4,034,376,256
8Redwood Wealth Management, Llc$234,149$240,236,517$240,236,517
9Investors Asset Management Of Georgia Inc$530,370$236,014,857$236,014,857
10Kiker Wealth Management, Llc$67,130$124,929,455$124,929,455
11Bush Wealth Management$146,671$123,643,389$123,643,389
12Integras Partners, Llc$196,865$150,011,000$150,011,000
13Marco Investment Management Llc$1,914,349$978,232,587$978,232,587
14Checks & Balances, Inc.$6,074,509$224,756,817$224,756,817
15Calvary Wealth, Llc$358,278$118,231,742$118,231,742
161776 Wealth Llc$431,707$177,000,000$177,000,000
17Compass Wealth Management, Llc$246,143$221,036,000$221,036,000
18Smith & Howard Wealth Management, Llc$1,009,043$565,063,878$565,063,878
19Bull Street Advisors$1,390,435$175,194,869$175,194,869
20Eads & Heald Wealth Management$770,498$218,821,309$218,821,309
21Elwood & Goetz$120,283$270,876,268$270,876,268
22Cahaba Wealth Management, Inc.$650,896$773,263,917$773,263,917
23Chatham Capital Group Inc$1,107,029$485,985,897$485,985,897
24Mmhp Investment Advisors$327,096$347,375,973$347,375,973
25Baugh & Associates, Llc$436,338$183,254,320$7,606$183,261,926
26Chicory Wealth$225,158$260,067,558$440,431$260,507,989
27Red Tortoise$1,221,364$197,380,845$480,170$197,861,015
28Day & Ennis, Llc$399,261$312,461,141$559,468$313,020,609
29Resource Planning Group, Ltd.$224,045$373,730,881$647,670$374,378,551
30Sg Financial Advisors, Llc$397,272$386,745,405$991,792$387,737,197
31Griffith & Werner, Inc.$391,598$128,321,000$1,298,000$129,619,000
32Alder Financial Group Inc$484,876$119,596,766$1,622,302$121,219,068
33Tandemgrowth Financial Advisors, Llc$341,919$165,897,528$1,642,908$167,540,436
34The Keystone Financial Alliance, Llc$277,420$118,382,773$2,572,385$120,955,158
35Aurora Investment Counsel$1,170,368$186,741,178$2,858,421$189,599,599
36Ap Wealth Management$759,847$151,689,612$3,319,211$155,008,823
37Arcus Capital Partners, Llc$551,112$1,388,472,667$4,738,196$1,393,210,863
38Haber Investment Counsel$1,258,847$204,641,112$5,586,286$210,227,398
39Hc Advisors Llc$560,522$286,900,688$6,812,776$293,713,464
40Novapoint Capital Llc$501,804$184,744,649$6,944,495$191,689,144
41Irc Wealth$460,732$296,670,940$8,333,562$305,004,502
42Jamison Private Wealth Management, Inc.$1,295,196$366,135,000$10,767,000$376,902,000
43Sherrill & Hutchins Financial Advisory Inc$349,026$434,647,984$13,501,944$448,149,928
44Inlight Wealth$530,621$258,833,353$14,967,215$273,800,568
45Gutt Financial Management, Llc$491,468$147,765,024$15,402,193$163,167,217
46Paces Ferry Wealth Advisors, Llc$451,282$204,803,354$20,386,356$225,189,710
47Atticus Wealth Management$509,527$189,475,091$20,959,363$210,434,454
48Minerva Planning Group$383,410$105,507,757$22,551,250$128,059,007
49George M. Hiller Companies, Llc$249,841$129,956,588$23,945,353$153,901,941
50Holcombe Financial, Inc.$449,247$233,575,675$28,784,784$262,360,459
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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.