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
1BERMAN CAPITAL ADVISORS, LLC$3,517,923$1,060,812,699$1,658,541,970$2,719,354,669
2SOUTHEAST ASSET ADVISORS, LLC$2,385,658$1,395,821,685$1,147,289,782$2,543,111,467
3SIGNATUREFD, LLC$622,617$3,228,832,293$682,446,274$3,911,278,567
4HOMRICH BERG$797,220$6,441,699,297$543,543,888$6,985,243,185
5BALENTINE$1,285,240$2,428,168,919$341,522,431$2,769,691,350
6NICHOLAS HOFFMAN & COMPANY, LLC$676,364$788,891,005$337,254,880$1,126,145,885
7BIP WEALTH, LLC$369,517$969,081,128$337,160,799$1,306,241,927
8BT FAMILY OFFICE, LLC$21,384,615$278,000,000$278,000,000
9MONTAG$1,713,996$1,913,201,271$234,436,216$2,147,637,487
10VICKERY FINANCIAL SERVICES, INC.$146,636$234,031,701$234,031,701
11BUCKHEAD CAPITAL MANAGEMENT, LLC$14,309,572$1,876,500,802$155,458,386$2,031,959,188
12WAYPOINT WEALTH COUNSEL LLC$1,496,504$332,846,216$152,021,196$484,867,412
13MEADOW CREEK WEALTH ADVISORS, LLC$990,907$242,963,493$134,571,938$377,535,431
14TRUEWEALTH MANAGEMENT$593,711$1,577,613,841$122,773,099$1,700,386,940
15FAMILY WMS, LLC$1,004,068$536,774,261$115,870,192$652,644,453
16PREMIS ADVISORS, LLC$1,243,082$24,669,000$112,070,000$136,739,000
17ARMIS ADVISERS$2,232,943$64,248,225$94,290,734$158,538,959
18THE MONEY ADVISOR GROUP, LLC$332,964$131,786,274$42,686,698$174,472,972
19BT WEALTH MANAGEMENT, LLC$901,391$994,791,367$30,991,896$1,025,783,263
20HOLCOMBE FINANCIAL, INC.$449,247$233,575,675$28,784,784$262,360,459
21GEORGE M. HILLER COMPANIES, LLC$249,841$129,956,588$23,945,353$153,901,941
22MINERVA PLANNING GROUP$383,410$105,507,757$22,551,250$128,059,007
23ATTICUS WEALTH MANAGEMENT$509,527$189,475,091$20,959,363$210,434,454
24PACES FERRY WEALTH ADVISORS, LLC$451,282$204,803,354$20,386,356$225,189,710
25OAKBRIDGE PARTNERS, LTD.$529,341$868,003,696$17,582,988$885,586,684
26GUTT FINANCIAL MANAGEMENT, LLC$491,468$147,765,024$15,402,193$163,167,217
27INLIGHT WEALTH$530,621$258,833,353$14,967,215$273,800,568
28CAPITAL INVESTMENT ADVISORS, LLC$373,510$2,880,700,000$14,000,000$2,894,700,000
29JAMISON PRIVATE WEALTH MANAGEMENT, INC.$1,295,196$366,135,000$10,767,000$376,902,000
30IRC WEALTH$460,732$296,670,940$8,333,562$305,004,502
31NOVAPOINT CAPITAL LLC$501,804$184,744,649$6,944,495$191,689,144
32HC ADVISORS LLC$560,522$286,900,688$6,812,776$293,713,464
33WEAVER CAPITAL MANAGEMENT, LLC$231,943$199,670,335$5,599,608$205,269,943
34HABER INVESTMENT COUNSEL$1,258,847$204,641,112$5,586,286$210,227,398
35AP WEALTH MANAGEMENT$759,847$151,689,612$3,319,211$155,008,823
36AURORA INVESTMENT COUNSEL$1,170,368$186,741,178$2,858,421$189,599,599
37THE KEYSTONE FINANCIAL ALLIANCE, LLC$277,420$118,382,773$2,572,385$120,955,158
38TANDEMGROWTH FINANCIAL ADVISORS, LLC$341,919$165,897,528$1,642,908$167,540,436
39ALDER FINANCIAL GROUP INC$484,876$119,596,766$1,622,302$121,219,068
40GRIFFITH & WERNER, INC.$391,598$128,321,000$1,298,000$129,619,000
41SG FINANCIAL ADVISORS, LLC$397,272$386,745,405$991,792$387,737,197
42CORNERSTONE MANAGEMENT, INC.$719,072$1,079,163,835$882,603$1,080,046,438
43RESOURCE PLANNING GROUP, LTD.$224,045$373,730,881$647,670$374,378,551
44DAY & ENNIS, LLC$399,261$312,461,141$559,468$313,020,609
45RED TORTOISE$1,221,364$197,380,845$480,170$197,861,015
46CHICORY WEALTH$225,158$260,067,558$440,431$260,507,989
47BAUGH & ASSOCIATES, LLC$436,338$183,254,320$7,606$183,261,926
48BUSH WEALTH MANAGEMENT$146,671$123,643,389$123,643,389
49CALVARY WEALTH, LLC$358,278$118,231,742$118,231,742
50EADS & HEALD WEALTH MANAGEMENT$770,498$218,821,309$218,821,309
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Showing 1 to 50 of 75 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 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.