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
1Sentara Capital LLC$202,489$113,596,215$113,596,215
2Calvary Wealth, LLC$374,866$136,451,294$136,451,294
3R. Stewart Eads Investment Counsel, Inc.$784,952$221,356,466$221,356,466
4Elwood & Goetz Wealth Advisory Group, LLC$207,155$419,488,424$419,488,424
51776 Wealth LLC$734,780$239,538,315$239,538,315
6ROLLINS FINANCIAL INC$827,811$674,666,344$674,666,344
7Redwood Wealth Management, LLC$269,444$278,066,148$278,066,148
8Sherrill & Hutchins Financial Advisory Inc$375,042$498,055,537$498,055,537
9Murphy Middleton Hinkle & Parker, Inc.$357,942$357,941,796$357,941,796
10Bluerock Wealth Management, LLC$352,830$576,170,938$576,170,938
11Regimen Wealth, LLC$381,023$231,661,943$231,661,943
12Chatham Capital Group Inc$1,095,708$543,471,274$543,471,274
13Estate Management Counselors,LLC$217,767$186,626,100$186,626,100
14Minerva Planning Group, Inc.$323,397$121,273,710$121,273,710
15KAYS FINANCIAL ADVISORY CORP$329,639$662,245,674$662,245,674
16Ironridge Wealth Management, LLC$282,526$107,924,874$107,924,874
17Smith & Howard Wealth Management, LLC$709,998$396,179,117$396,179,117
18Verisail Partners, LLC$221,997$170,715,584$170,715,584
19Marco Investment Management LLC$2,049,483$1,008,345,568$1,008,345,568
20Sage Mountain Advisors, LLC$10,754,632$752,824,239$752,824,239
21Novapoint Capital LLC$478,673$262,791,704$262,791,704
22Kiker Wealth Management, LLC$79,372$127,630,461$127,630,461
23Red Tortoise, LLC$1,216,879$214,170,786$214,170,786
24Bull Street Advisors, LLC$1,505,898$215,343,398$215,343,398
25Goodwin Investment Advisory, LLC$141,904$150,418,297$150,418,297
26Brightworth, LLC$630,123$4,583,516,499$4,583,516,499
27Compass Wealth Management, LLC$273,438$250,469,210$250,469,210
28Cahaba Wealth Management, Inc.$1,672,481$949,969,014$949,969,014
29Investors Asset Management Of Georgia Inc$585,519$269,338,627$269,338,627
30Checks & Balances, Inc.$6,611,824$231,413,835$231,413,835
31Baugh & Associates, LLC$480,595$197,520,697$3,663$197,524,360
32Bush Investment Group, LLC$157,200$136,901,928$18,846$136,920,774
33CHICORY WEALTH$225,158$260,067,558$440,431$260,507,989
34Tandemgrowth Financial Advisors, LLC$362,848$180,384,248$677,135$181,061,383
35Day & Ennis, LLC$467,129$360,158,131$932,383$361,090,514
36SG FINANCIAL ADVISORS, LLC$397,272$386,745,405$991,792$387,737,197
37Townsend Personal Financial Planning, LLC$340,992$116,291,421$1,009,857$117,301,278
38Griffith & Werner, Inc.$403,083$130,987,380$1,224,000$132,211,380
39Financial Advisory Consultants,Inc.$830,950$1,316,627,249$1,258,996$1,317,886,245
40George M. Hiller Companies, LLC$349,911$154,622,071$1,438,139$156,060,210
41Wiser Wealth Management, Inc$194,958$145,114,697$1,493,917$146,608,614
42The Keystone Financial Alliance, LLC$307,692$124,330,469$2,746,495$127,076,964
43Aurora Investment Counsel$1,192,401$166,373,620$2,947,273$169,320,893
44Alder Financial Group Inc$539,234$133,098,356$3,327,870$136,426,226
45Investors Research Corporation$487,211$329,063,430$3,701,773$332,765,203
46AP Wealth Management, LLC$748,224$169,936,194$4,399,986$174,336,180
47Haber Investment Counsel, LLC$1,335,491$228,658,561$5,052,287$233,710,848
48Weaver Capital Management, LLC$233,640$211,720,808$6,732,453$218,453,261
49Antares Wealth Management, LLC$1,288,882$109,095,970$8,192,270$117,288,240
50Jamison Private Wealth Management, Inc.$538,248$423,992,074$8,759,287$432,751,361
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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 Data.

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

*Methodology:InvestmentNews qualified firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2020. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2019, (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) nor one who is an insurance company or agency.

Database last updated on June, 2020.