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
2Calvary Wealth, Llc$358,278$118,231,742$118,231,742
3The Keystone Financial Alliance, Llc$277,420$118,382,773$2,572,385$120,955,158
4Alder Financial Group Inc$484,876$119,596,766$1,622,302$121,219,068
5Bush Wealth Management$146,671$123,643,389$123,643,389
6Kiker Wealth Management, Llc$67,130$124,929,455$124,929,455
7Minerva Planning Group$383,410$105,507,757$22,551,250$128,059,007
8Griffith & Werner, Inc.$391,598$128,321,000$1,298,000$129,619,000
9Premis Advisors, Llc$1,243,082$24,669,000$112,070,000$136,739,000
10Integras Partners, Llc$196,865$150,011,000$150,011,000
11George M. Hiller Companies, Llc$249,841$129,956,588$23,945,353$153,901,941
12Ap Wealth Management$759,847$151,689,612$3,319,211$155,008,823
13Armis Advisers$2,232,943$64,248,225$94,290,734$158,538,959
14Gutt Financial Management, Llc$491,468$147,765,024$15,402,193$163,167,217
15Estate Management Counselors,Llc$192,067$163,641,427$163,641,427
16Tandemgrowth Financial Advisors, Llc$341,919$165,897,528$1,642,908$167,540,436
17The Money Advisor Group, Llc$332,964$131,786,274$42,686,698$174,472,972
18Bull Street Advisors$1,390,435$175,194,869$175,194,869
191776 Wealth Llc$431,707$177,000,000$177,000,000
20Baugh & Associates, Llc$436,338$183,254,320$7,606$183,261,926
21Aurora Investment Counsel$1,170,368$186,741,178$2,858,421$189,599,599
22Novapoint Capital Llc$501,804$184,744,649$6,944,495$191,689,144
23Red Tortoise$1,221,364$197,380,845$480,170$197,861,015
24Kingsmark Private Financial Advisors, Llc$190,064$207,549,541$207,549,541
25Haber Investment Counsel$1,258,847$204,641,112$5,586,286$210,227,398
26Atticus Wealth Management$509,527$189,475,091$20,959,363$210,434,454
27Eads & Heald Wealth Management$770,498$218,821,309$218,821,309
28Compass Wealth Management, Llc$246,143$221,036,000$221,036,000
29Checks & Balances, Inc.$6,074,509$224,756,817$224,756,817
30Paces Ferry Wealth Advisors, Llc$451,282$204,803,354$20,386,356$225,189,710
31Vickery Financial Services, Inc.$146,636$234,031,701$234,031,701
32Investors Asset Management Of Georgia Inc$530,370$236,014,857$236,014,857
33Redwood Wealth Management, Llc$234,149$240,236,517$240,236,517
34Chicory Wealth$225,158$260,067,558$440,431$260,507,989
35Holcombe Financial, Inc.$449,247$233,575,675$28,784,784$262,360,459
36Elwood & Goetz$120,283$270,876,268$270,876,268
37Inlight Wealth$530,621$258,833,353$14,967,215$273,800,568
38C.W. O'Conner Wealth Advisors, Inc.$574,949$130,000,000$150,000,000$280,000,000
39Hc Advisors Llc$560,522$286,900,688$6,812,776$293,713,464
40Irc Wealth$460,732$296,670,940$8,333,562$305,004,502
41Day & Ennis, Llc$399,261$312,461,141$559,468$313,020,609
42Mmhp Investment Advisors$327,096$347,375,973$347,375,973
43Resource Planning Group, Ltd.$224,045$373,730,881$647,670$374,378,551
44Jamison Private Wealth Management, Inc.$1,295,196$366,135,000$10,767,000$376,902,000
45Meadow Creek Wealth Advisors, Llc$990,907$242,963,493$134,571,938$377,535,431
46Sg Financial Advisors, Llc$397,272$386,745,405$991,792$387,737,197
47Sherrill & Hutchins Financial Advisory Inc$349,026$434,647,984$13,501,944$448,149,928
48Waypoint Wealth Counsel Llc$1,496,504$332,846,216$152,021,196$484,867,412
49Chatham Capital Group Inc$1,107,029$485,985,897$485,985,897
50Smith & Howard Wealth Management, Llc$1,009,043$565,063,878$565,063,878
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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.