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.

Filters

# of employees

MinMax

High-net-worth client assets

Total AUM

MinMax

Total accounts

MinMax

Discretionary AUM

MinMax

Avg. discretionary account AUM

MinMax

Non-discretionary AUM

MinMax

Non-discretionary accounts

MinMax

Average non-discretionary account AUM

MinMax

Avg. account AUM

MinMax
Rank Business Name Avg. account AUM Discretionary AUM Non-discretionary AUM Total AUM
51Tandemgrowth Financial Advisors, LLC$362,848$180,384,248$677,135$181,061,383
52CHICORY WEALTH$225,158$260,067,558$440,431$260,507,989
53Bush Investment Group, LLC$157,200$136,901,928$18,846$136,920,774
54Baugh & Associates, LLC$480,595$197,520,697$3,663$197,524,360
55Sentara Capital LLC$202,489$113,596,215$113,596,215
56Calvary Wealth, LLC$374,866$136,451,294$136,451,294
57R. Stewart Eads Investment Counsel, Inc.$784,952$221,356,466$221,356,466
58Elwood & Goetz Wealth Advisory Group, LLC$207,155$419,488,424$419,488,424
591776 Wealth LLC$734,780$239,538,315$239,538,315
60ROLLINS FINANCIAL INC$827,811$674,666,344$674,666,344
61Redwood Wealth Management, LLC$269,444$278,066,148$278,066,148
62Sherrill & Hutchins Financial Advisory Inc$375,042$498,055,537$498,055,537
63Murphy Middleton Hinkle & Parker, Inc.$357,942$357,941,796$357,941,796
64Bluerock Wealth Management, LLC$352,830$576,170,938$576,170,938
65Regimen Wealth, LLC$381,023$231,661,943$231,661,943
66Chatham Capital Group Inc$1,095,708$543,471,274$543,471,274
67Estate Management Counselors,LLC$217,767$186,626,100$186,626,100
68Minerva Planning Group, Inc.$323,397$121,273,710$121,273,710
69KAYS FINANCIAL ADVISORY CORP$329,639$662,245,674$662,245,674
70Ironridge Wealth Management, LLC$282,526$107,924,874$107,924,874
71Smith & Howard Wealth Management, LLC$709,998$396,179,117$396,179,117
72Verisail Partners, LLC$221,997$170,715,584$170,715,584
73Marco Investment Management LLC$2,049,483$1,008,345,568$1,008,345,568
74Sage Mountain Advisors, LLC$10,754,632$752,824,239$752,824,239
75Novapoint Capital LLC$478,673$262,791,704$262,791,704
76Kiker Wealth Management, LLC$79,372$127,630,461$127,630,461
77Red Tortoise, LLC$1,216,879$214,170,786$214,170,786
78Bull Street Advisors, LLC$1,505,898$215,343,398$215,343,398
79Goodwin Investment Advisory, LLC$141,904$150,418,297$150,418,297
80Brightworth, LLC$630,123$4,583,516,499$4,583,516,499
81Compass Wealth Management, LLC$273,438$250,469,210$250,469,210
82Cahaba Wealth Management, Inc.$1,672,481$949,969,014$949,969,014
83Investors Asset Management Of Georgia Inc$585,519$269,338,627$269,338,627
84Checks & Balances, Inc.$6,611,824$231,413,835$231,413,835
« Previous Page

Showing 51 to 84 of 84 entries

Page 1 | 2

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.