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
1Cardea Capital Group, Inc.$26,590,918$103,030,733$2,821,970,234$2,925,000,967
2Berman Capital Advisors, LLC$2,857,293$871,134,735$2,469,041,149$3,340,175,884
3BT Family Office, LLC$14,105,263$1,340,000,000$1,340,000,000
4Southeast Asset Advisors, LLC$2,982,808$1,636,447,452$1,265,825,187$2,902,272,639
5Homrich & Berg Inc$805,814$7,818,765,000$1,110,458,000$8,929,223,000
6American Financial Advisors, LLC.$409,823$843,006,517$843,006,517
7Signaturefd, LLC$669,004$4,163,203,313$414,793,741$4,577,997,054
8ZWJ Investment Counsel Inc$1,338,246$2,328,903,876$386,397,573$2,715,301,449
9Nicholas Hoffman & Company, LLC$774,181$1,002,664,641$380,796,572$1,383,461,213
10BIP Wealth, LLC$483,673$1,218,621,091$342,675,835$1,561,296,926
11Vickery Financial Services, Inc.$163,240$261,347,199$261,347,199
12Family Wms, LLC$1,140,335$465,262,643$223,499,926$688,762,569
13Balentine LLC$1,222,401$3,162,347,785$185,808,825$3,348,156,610
14Meadow Creek Wealth Advisors, LLC$961,979$234,334,531$183,164,158$417,498,689
15Buckhead Capital Management, LLC$11,806,221$2,401,150,221$160,799,668$2,561,949,889
16WAYPOINT WEALTH COUNSEL LLC$1,496,504$332,846,216$152,021,196$484,867,412
17Premis Advisors, LLC$1,298,930$26,239,191$138,724,914$164,964,105
18TRUEWEALTH MANAGEMENT$593,711$1,577,613,841$122,773,099$1,700,386,940
19ARMIS ADVISERS$2,232,943$64,248,225$94,290,734$158,538,959
20The Money Advisor Group, LLC$456,350$221,036,000$52,773,774$273,809,774
21Paces Ferry Wealth Advisors, LLC$516,451$241,368,306$41,130,361$282,498,667
22Anson Capital, Inc.$367,158$131,020,181$37,138,018$168,158,199
23Holcombe Financial, Inc.$503,445$255,309,171$29,137,190$284,446,361
24Atticus Wealth Management, LLC$546,227$257,290,162$28,932,566$286,222,728
25HC Advisors LLC$522,634$353,900,376$28,667,478$382,567,854
26Gutt Financial Management, LLC$574,734$138,266,114$20,360,334$158,626,448
27Kingsmark Private Financial Advisors, LLC$225,945$240,196,652$20,092,392$260,289,044
28BT Wealth Management, LLC$851,082$1,046,435,485$19,118,641$1,065,554,126
29Montag A & Associates Inc$1,953,335$2,117,585,956$15,455,900$2,133,041,856
30Inlight Wealth Management, LLC$446,260$317,218,996$15,244,371$332,463,367
31Capital Investment Advisors, LLC$381,720$3,214,049,630$13,396,509$3,227,446,139
32Lesesne Capital Management Inc$564,761$971,782,242$13,160,534$984,942,776
33Resource Planning Group, Ltd.$422,815$312,923,333$11,798,604$324,721,937
34Strickland Davis Advisors LLC$660,236$109,381,447$10,121,205$119,502,652
35Jamison Private Wealth Management, Inc.$538,248$423,992,074$8,759,287$432,751,361
36Antares Wealth Management, LLC$1,288,882$109,095,970$8,192,270$117,288,240
37Weaver Capital Management, LLC$233,640$211,720,808$6,732,453$218,453,261
38Haber Investment Counsel, LLC$1,335,491$228,658,561$5,052,287$233,710,848
39AP Wealth Management, LLC$748,224$169,936,194$4,399,986$174,336,180
40Investors Research Corporation$487,211$329,063,430$3,701,773$332,765,203
41Alder Financial Group Inc$539,234$133,098,356$3,327,870$136,426,226
42Aurora Investment Counsel$1,192,401$166,373,620$2,947,273$169,320,893
43The Keystone Financial Alliance, LLC$307,692$124,330,469$2,746,495$127,076,964
44Wiser Wealth Management, Inc$194,958$145,114,697$1,493,917$146,608,614
45George M. Hiller Companies, LLC$349,911$154,622,071$1,438,139$156,060,210
46Financial Advisory Consultants,Inc.$830,950$1,316,627,249$1,258,996$1,317,886,245
47Griffith & Werner, Inc.$403,083$130,987,380$1,224,000$132,211,380
48Townsend Personal Financial Planning, LLC$340,992$116,291,421$1,009,857$117,301,278
49SG FINANCIAL ADVISORS, LLC$397,272$386,745,405$991,792$387,737,197
50Day & Ennis, LLC$467,129$360,158,131$932,383$361,090,514
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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.