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
1GOODWIN INVESTMENT ADVISORY$403,922$103,000,000$103,000,000
2IRONRIDGE WEALTH MANAGEMENT, LLC$302,153$116,631,214$116,631,214
3CALVARY WEALTH, LLC$358,278$118,231,742$118,231,742
4THE KEYSTONE FINANCIAL ALLIANCE, LLC$277,420$118,382,773$2,572,385$120,955,158
5ALDER FINANCIAL GROUP INC$484,876$119,596,766$1,622,302$121,219,068
6BUSH WEALTH MANAGEMENT$146,671$123,643,389$123,643,389
7KIKER WEALTH MANAGEMENT, LLC$67,130$124,929,455$124,929,455
8MINERVA PLANNING GROUP$383,410$105,507,757$22,551,250$128,059,007
9GRIFFITH & WERNER, INC.$391,598$128,321,000$1,298,000$129,619,000
10PREMIS ADVISORS, LLC$1,243,082$24,669,000$112,070,000$136,739,000
11VERISAIL PARTNERS, LLC$186,063$139,733,000$139,733,000
12GEORGE M. HILLER COMPANIES, LLC$249,841$129,956,588$23,945,353$153,901,941
13AP WEALTH MANAGEMENT$759,847$151,689,612$3,319,211$155,008,823
14ARMIS ADVISERS$2,232,943$64,248,225$94,290,734$158,538,959
15GUTT FINANCIAL MANAGEMENT, LLC$491,468$147,765,024$15,402,193$163,167,217
16ESTATE MANAGEMENT COUNSELORS,LLC$192,067$163,641,427$163,641,427
17TANDEMGROWTH FINANCIAL ADVISORS, LLC$341,919$165,897,528$1,642,908$167,540,436
18THE MONEY ADVISOR GROUP, LLC$332,964$131,786,274$42,686,698$174,472,972
19BULL STREET ADVISORS$1,390,435$175,194,869$175,194,869
201776 WEALTH LLC$431,707$177,000,000$177,000,000
21BAUGH & ASSOCIATES, LLC$436,338$183,254,320$7,606$183,261,926
22AURORA INVESTMENT COUNSEL$1,170,368$186,741,178$2,858,421$189,599,599
23NOVAPOINT CAPITAL LLC$501,804$184,744,649$6,944,495$191,689,144
24RED TORTOISE$1,221,364$197,380,845$480,170$197,861,015
25WEAVER CAPITAL MANAGEMENT, LLC$231,943$199,670,335$5,599,608$205,269,943
26KINGSMARK PRIVATE FINANCIAL ADVISORS, LLC$190,064$207,549,541$207,549,541
27HABER INVESTMENT COUNSEL$1,258,847$204,641,112$5,586,286$210,227,398
28ATTICUS WEALTH MANAGEMENT$509,527$189,475,091$20,959,363$210,434,454
29EADS & HEALD WEALTH MANAGEMENT$770,498$218,821,309$218,821,309
30COMPASS WEALTH MANAGEMENT, LLC$246,143$221,036,000$221,036,000
31CHECKS & BALANCES, INC.$6,074,509$224,756,817$224,756,817
32PACES FERRY WEALTH ADVISORS, LLC$451,282$204,803,354$20,386,356$225,189,710
33VICKERY FINANCIAL SERVICES, INC.$146,636$234,031,701$234,031,701
34INVESTORS ASSET MANAGEMENT OF GEORGIA INC$530,370$236,014,857$236,014,857
35REDWOOD WEALTH MANAGEMENT, LLC$234,149$240,236,517$240,236,517
36CHICORY WEALTH$225,158$260,067,558$440,431$260,507,989
37HOLCOMBE FINANCIAL, INC.$449,247$233,575,675$28,784,784$262,360,459
38ELWOOD & GOETZ$120,283$270,876,268$270,876,268
39INLIGHT WEALTH$530,621$258,833,353$14,967,215$273,800,568
40BT FAMILY OFFICE, LLC$21,384,615$278,000,000$278,000,000
41HC ADVISORS LLC$560,522$286,900,688$6,812,776$293,713,464
42IRC WEALTH$460,732$296,670,940$8,333,562$305,004,502
43DAY & ENNIS, LLC$399,261$312,461,141$559,468$313,020,609
44MMHP INVESTMENT ADVISORS$327,096$347,375,973$347,375,973
45RESOURCE PLANNING GROUP, LTD.$224,045$373,730,881$647,670$374,378,551
46JAMISON PRIVATE WEALTH MANAGEMENT, INC.$1,295,196$366,135,000$10,767,000$376,902,000
47MEADOW CREEK WEALTH ADVISORS, LLC$990,907$242,963,493$134,571,938$377,535,431
48SG FINANCIAL ADVISORS, LLC$397,272$386,745,405$991,792$387,737,197
49SAGE MOUNTAIN ADVISORS, LLC$1,354,998$422,759,521$422,759,521
50SHERRILL & HUTCHINS FINANCIAL ADVISORY INC$339,834$434,647,984$434,647,984
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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.