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
51Strickland Davis Advisors LLC$660,236$109,381,447$10,121,205$119,502,652
52Resource Planning Group, Ltd.$422,815$312,923,333$11,798,604$324,721,937
53Lesesne Capital Management Inc$564,761$971,782,242$13,160,534$984,942,776
54Capital Investment Advisors, LLC$381,720$3,214,049,630$13,396,509$3,227,446,139
55Inlight Wealth Management, LLC$446,260$317,218,996$15,244,371$332,463,367
56Montag A & Associates Inc$1,953,335$2,117,585,956$15,455,900$2,133,041,856
57BT Wealth Management, LLC$851,082$1,046,435,485$19,118,641$1,065,554,126
58Kingsmark Private Financial Advisors, LLC$225,945$240,196,652$20,092,392$260,289,044
59Gutt Financial Management, LLC$574,734$138,266,114$20,360,334$158,626,448
60HC Advisors LLC$522,634$353,900,376$28,667,478$382,567,854
61Atticus Wealth Management, LLC$546,227$257,290,162$28,932,566$286,222,728
62Holcombe Financial, Inc.$503,445$255,309,171$29,137,190$284,446,361
63Anson Capital, Inc.$367,158$131,020,181$37,138,018$168,158,199
64Paces Ferry Wealth Advisors, LLC$516,451$241,368,306$41,130,361$282,498,667
65The Money Advisor Group, LLC$456,350$221,036,000$52,773,774$273,809,774
66ARMIS ADVISERS$2,232,943$64,248,225$94,290,734$158,538,959
67TRUEWEALTH MANAGEMENT$593,711$1,577,613,841$122,773,099$1,700,386,940
68Premis Advisors, LLC$1,298,930$26,239,191$138,724,914$164,964,105
69WAYPOINT WEALTH COUNSEL LLC$1,496,504$332,846,216$152,021,196$484,867,412
70Buckhead Capital Management, LLC$11,806,221$2,401,150,221$160,799,668$2,561,949,889
71Meadow Creek Wealth Advisors, LLC$961,979$234,334,531$183,164,158$417,498,689
72Balentine LLC$1,222,401$3,162,347,785$185,808,825$3,348,156,610
73Family Wms, LLC$1,140,335$465,262,643$223,499,926$688,762,569
74Vickery Financial Services, Inc.$163,240$261,347,199$261,347,199
75BIP Wealth, LLC$483,673$1,218,621,091$342,675,835$1,561,296,926
76Nicholas Hoffman & Company, LLC$774,181$1,002,664,641$380,796,572$1,383,461,213
77ZWJ Investment Counsel Inc$1,338,246$2,328,903,876$386,397,573$2,715,301,449
78Signaturefd, LLC$669,004$4,163,203,313$414,793,741$4,577,997,054
79American Financial Advisors, LLC.$409,823$843,006,517$843,006,517
80Homrich & Berg Inc$805,814$7,818,765,000$1,110,458,000$8,929,223,000
81Southeast Asset Advisors, LLC$2,982,808$1,636,447,452$1,265,825,187$2,902,272,639
82BT Family Office, LLC$14,105,263$1,340,000,000$1,340,000,000
83Berman Capital Advisors, LLC$2,857,293$871,134,735$2,469,041,149$3,340,175,884
84Cardea Capital Group, Inc.$26,590,918$103,030,733$2,821,970,234$2,925,000,967
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Showing 51 to 84 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 Research.

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

*Methodology: InvestmentNews qualified 2,756 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2020, (2) total AUM is at least $100M, (3) does not have employees who are registered representatives of a broker-dealer, (4) managed assets for individual 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 July 2021.