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
1Brightworth, LLC$511,191$3,335,519,000$3,335,519,000
2Redwood Wealth Management$226,550$631,846,602$631,846,602
3American Financial Advisors.$286,747$609,624,968$609,624,968
4Cahaba Wealth Management, Inc.$499,618$593,046,459$593,046,459
5Kays Financial Advisory Corp$269,210$495,076,338$495,076,338
6Smith & Howard Wealth Management$904,291$490,125,713$490,125,713
7Rollins Financial Inc$651,755$477,084,824$477,084,824
8Chatham Capital Group Inc$1,037,528$437,836,808$437,836,808
9Resource Planning Group, Ltd..$244,254$331,696,290$331,696,290
10MMHP Investment Advisors$318,453$293,613,393$293,613,393
11Elwood & Goetz$151,514$224,846,962$224,846,962
12Investors Asset Management Of Georgia Inc$432,741$189,540,655$189,540,655
13Eads & Heald Wealth Management$648,750$178,406,259$178,406,259
14Checks & Balances$4,701,002$169,236,056$169,236,056
15Kingsmark Private Financial Advisors$166,094$163,104,000$163,104,000
161776 Wealth LLC$455,632$145,802,339$145,802,339
17Kiker Wealth Management, LLC$71,021$135,507,265$135,507,265
18Minerva Planning Group$253,237$104,840,291$104,840,291
19Checks & Balances, Inc.$77,492$100,120,000$100,120,000
20Baugh & Associates$394,740$153,158,308$907$153,159,215
21Nova Wealth Management Group$438,023$412,947,237$546,128$413,493,365
22SG Financial Advisors$331,998$308,662,215$759,815$309,422,030
23Day & Ennis$358,319$248,723,702$1,024,373$249,748,075
24Cornerstone Management, Inc.$606,992$897,141,029$1,207,263$898,348,292
25TandemGrowth Financial Advisors$813,029$139,963,910$1,503,088$141,466,998
26IRC Wealth$361,930$211,546,783$2,353,799$213,900,582
27Chicory Wealth$192,406$192,650,000$2,450,000$195,100,000
28AP Wealth Management$256,708$129,230,988$2,973,727$132,204,715
29Cedar Rowe Partners$573,600$305,557,314$3,613,298$309,170,612
30Resource Planning Group, Ltd.$88,544$110,919,666$4,188,049$115,107,715
31Weaver Capital Management, LLC$202,802$156,831,999$5,612,392$162,444,391
32HC Advisors$511,804$247,814,711$6,551,950$254,366,661
33Sherrill & Hutchins Financial Advisory Inc$307,394$384,713,918$7,520,567$392,234,485
34Arcus Capital Partners, LLC$528,575$1,178,886,173$8,822,861$1,187,709,034
35Jamison Private Wealth Management, Inc.$1,078,996$295,786,000$11,728,000$307,514,000
36Capital Investment Advisors, LLC$312,837$2,171,200,000$12,400,000$2,183,600,000
37Inlight Wealth$528,824$247,161,956$13,548,042$260,709,998
38Oakbridge Partners, Ltd..$454,209$700,107,510$15,271,449$715,378,959
39Integras Partners, LLC$201,307$143,346,196$18,705,566$162,051,762
40Holcombe Financial, Inc.$497,106$234,841,242$21,665,404$256,506,646
41Gutt Financial Management$488,713$149,756,870$24,225,105$173,981,975
42The Money Advisor Group, LLC$299,873$125,677,195$26,058,412$151,735,607
43George M. Hiller Companies$206,445$108,724,476$28,148,810$136,873,286
44BT Wealth Management$951,414$888,657,696$35,165,285$923,822,981
45TrueWealth Management$557,308$1,291,736,545$41,343,225$1,333,079,770
46Premis Advisors, LLC$1,075,636$28,834,508$88,409,814$117,244,322
47Family WMS$864,920$416,111,937$96,785,840$512,897,777
48Smith & Howard Wealth Management, Llc$404,187$568,176,451$98,328,459$666,504,910
49Waypoint Wealth Counsel LLC$1,249,284$307,232,931$100,033,658$407,266,589
50C.W. O'Conner Wealth Advisors, Inc.$441,459$108,000,000$122,000,000$230,000,000
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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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