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
1Berman Capital Advisors, LLC$3,407,765$866,748,967$1,409,638,250$2,276,387,217
2Southeast Asset Advisors Inc$2,122,172$1,028,214,054$1,009,070,829$2,037,284,883
3Signaturefd, LLC$625,189$2,771,501,180$722,679,277$3,494,180,457
4Homrich Berg$666,332$4,921,199,366$536,060,096$5,457,259,462
5Balentine$1,502,104$2,154,103,220$453,549,201$2,607,652,421
6Nicholas Hoffman & Company$624,004$506,180,463$363,680,528$869,860,991
7Gutt Financial Management, Llc$922,535$1,340,786,377$215,530,286$1,556,316,663
8BIP Wealth$340,014$734,732,251$214,246,565$948,978,816
9Montag$1,471,597$1,658,649,353$213,221,821$1,871,871,174
10Vickery Financial Services, Inc.$129,303$199,127,037$199,127,037
11C.W. O'Conner Wealth Advisors, Inc.$441,459$108,000,000$122,000,000$230,000,000
12Waypoint Wealth Counsel LLC$1,249,284$307,232,931$100,033,658$407,266,589
13Smith & Howard Wealth Management, Llc$404,187$568,176,451$98,328,459$666,504,910
14Family WMS$864,920$416,111,937$96,785,840$512,897,777
15Premis Advisors, LLC$1,075,636$28,834,508$88,409,814$117,244,322
16TrueWealth Management$557,308$1,291,736,545$41,343,225$1,333,079,770
17BT Wealth Management$951,414$888,657,696$35,165,285$923,822,981
18George M. Hiller Companies$206,445$108,724,476$28,148,810$136,873,286
19The Money Advisor Group, LLC$299,873$125,677,195$26,058,412$151,735,607
20Gutt Financial Management$488,713$149,756,870$24,225,105$173,981,975
21Holcombe Financial, Inc.$497,106$234,841,242$21,665,404$256,506,646
22Integras Partners, LLC$201,307$143,346,196$18,705,566$162,051,762
23Oakbridge Partners, Ltd..$454,209$700,107,510$15,271,449$715,378,959
24Inlight Wealth$528,824$247,161,956$13,548,042$260,709,998
25Capital Investment Advisors, LLC$312,837$2,171,200,000$12,400,000$2,183,600,000
26Jamison Private Wealth Management, Inc.$1,078,996$295,786,000$11,728,000$307,514,000
27Arcus Capital Partners, LLC$528,575$1,178,886,173$8,822,861$1,187,709,034
28Sherrill & Hutchins Financial Advisory Inc$307,394$384,713,918$7,520,567$392,234,485
29HC Advisors$511,804$247,814,711$6,551,950$254,366,661
30Weaver Capital Management, LLC$202,802$156,831,999$5,612,392$162,444,391
31Resource Planning Group, Ltd.$88,544$110,919,666$4,188,049$115,107,715
32Cedar Rowe Partners$573,600$305,557,314$3,613,298$309,170,612
33AP Wealth Management$256,708$129,230,988$2,973,727$132,204,715
34Chicory Wealth$192,406$192,650,000$2,450,000$195,100,000
35IRC Wealth$361,930$211,546,783$2,353,799$213,900,582
36TandemGrowth Financial Advisors$813,029$139,963,910$1,503,088$141,466,998
37Cornerstone Management, Inc.$606,992$897,141,029$1,207,263$898,348,292
38Day & Ennis$358,319$248,723,702$1,024,373$249,748,075
39SG Financial Advisors$331,998$308,662,215$759,815$309,422,030
40Nova Wealth Management Group$438,023$412,947,237$546,128$413,493,365
41Baugh & Associates$394,740$153,158,308$907$153,159,215
42Brightworth, LLC$511,191$3,335,519,000$3,335,519,000
43Redwood Wealth Management$226,550$631,846,602$631,846,602
44American Financial Advisors.$286,747$609,624,968$609,624,968
45Cahaba Wealth Management, Inc.$499,618$593,046,459$593,046,459
46Kays Financial Advisory Corp$269,210$495,076,338$495,076,338
47Smith & Howard Wealth Management$904,291$490,125,713$490,125,713
48Rollins Financial Inc$651,755$477,084,824$477,084,824
49Chatham Capital Group Inc$1,037,528$437,836,808$437,836,808
50Resource Planning Group, Ltd..$244,254$331,696,290$331,696,290
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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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