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
1BUSH WEALTH MANAGEMENT$146,671$123,643,389$123,643,389
2CALVARY WEALTH, LLC$358,278$118,231,742$118,231,742
3EADS & HEALD WEALTH MANAGEMENT$770,498$218,821,309$218,821,309
4ELWOOD & GOETZ$120,283$270,876,268$270,876,268
51776 WEALTH LLC$431,707$177,000,000$177,000,000
6ROLLINS FINANCIAL INC$827,811$674,666,344$674,666,344
7REDWOOD WEALTH MANAGEMENT, LLC$234,149$240,236,517$240,236,517
8SHERRILL & HUTCHINS FINANCIAL ADVISORY INC$339,834$434,647,984$434,647,984
9MMHP INVESTMENT ADVISORS$327,096$347,375,973$347,375,973
10BLUEROCK WEALTH MANAGEMENT, LLC$308,499$464,599,292$464,599,292
11AMERICAN FINANCIAL ADVISORS, LLC.$349,025$727,368,589$727,368,589
12CHATHAM CAPITAL GROUP INC$1,107,029$485,985,897$485,985,897
13KINGSMARK PRIVATE FINANCIAL ADVISORS, LLC$190,064$207,549,541$207,549,541
14ESTATE MANAGEMENT COUNSELORS,LLC$192,067$163,641,427$163,641,427
15KAYS FINANCIAL ADVISORY CORP$329,639$662,245,674$662,245,674
16IRONRIDGE WEALTH MANAGEMENT, LLC$302,153$116,631,214$116,631,214
17SMITH & HOWARD WEALTH MANAGEMENT, LLC$1,009,043$565,063,878$565,063,878
18VERISAIL PARTNERS, LLC$186,063$139,733,000$139,733,000
19MARCO INVESTMENT MANAGEMENT LLC$1,914,349$978,232,587$978,232,587
20SAGE MOUNTAIN ADVISORS, LLC$1,354,998$422,759,521$422,759,521
21KIKER WEALTH MANAGEMENT, LLC$67,130$124,929,455$124,929,455
22BULL STREET ADVISORS$1,390,435$175,194,869$175,194,869
23GOODWIN INVESTMENT ADVISORY$403,922$103,000,000$103,000,000
24BRIGHTWORTH, LLC$577,660$4,034,376,256$4,034,376,256
25COMPASS WEALTH MANAGEMENT, LLC$246,143$221,036,000$221,036,000
26CAHABA WEALTH MANAGEMENT, INC.$650,896$773,263,917$773,263,917
27INVESTORS ASSET MANAGEMENT OF GEORGIA INC$530,370$236,014,857$236,014,857
28CHECKS & BALANCES, INC.$6,074,509$224,756,817$224,756,817
29BAUGH & ASSOCIATES, LLC$436,338$183,254,320$7,606$183,261,926
30CHICORY WEALTH$225,158$260,067,558$440,431$260,507,989
31RED TORTOISE$1,221,364$197,380,845$480,170$197,861,015
32DAY & ENNIS, LLC$399,261$312,461,141$559,468$313,020,609
33RESOURCE PLANNING GROUP, LTD.$224,045$373,730,881$647,670$374,378,551
34CORNERSTONE MANAGEMENT, INC.$719,072$1,079,163,835$882,603$1,080,046,438
35SG FINANCIAL ADVISORS, LLC$397,272$386,745,405$991,792$387,737,197
36GRIFFITH & WERNER, INC.$391,598$128,321,000$1,298,000$129,619,000
37ALDER FINANCIAL GROUP INC$484,876$119,596,766$1,622,302$121,219,068
38TANDEMGROWTH FINANCIAL ADVISORS, LLC$341,919$165,897,528$1,642,908$167,540,436
39THE KEYSTONE FINANCIAL ALLIANCE, LLC$277,420$118,382,773$2,572,385$120,955,158
40AURORA INVESTMENT COUNSEL$1,170,368$186,741,178$2,858,421$189,599,599
41AP WEALTH MANAGEMENT$759,847$151,689,612$3,319,211$155,008,823
42HABER INVESTMENT COUNSEL$1,258,847$204,641,112$5,586,286$210,227,398
43WEAVER CAPITAL MANAGEMENT, LLC$231,943$199,670,335$5,599,608$205,269,943
44HC ADVISORS LLC$560,522$286,900,688$6,812,776$293,713,464
45NOVAPOINT CAPITAL LLC$501,804$184,744,649$6,944,495$191,689,144
46IRC WEALTH$460,732$296,670,940$8,333,562$305,004,502
47JAMISON PRIVATE WEALTH MANAGEMENT, INC.$1,295,196$366,135,000$10,767,000$376,902,000
48CAPITAL INVESTMENT ADVISORS, LLC$373,510$2,880,700,000$14,000,000$2,894,700,000
49INLIGHT WEALTH$530,621$258,833,353$14,967,215$273,800,568
50GUTT FINANCIAL MANAGEMENT, LLC$491,468$147,765,024$15,402,193$163,167,217
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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 Sabrina Straub.

*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.