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 |
|---|---|---|---|---|---|
| 1 | Checks & Balances, Inc. | $77,492 | $100,120,000 | — | $100,120,000 |
| 2 | Minerva Planning Group | $253,237 | $104,840,291 | — | $104,840,291 |
| 3 | Resource Planning Group, Ltd. | $88,544 | $110,919,666 | $4,188,049 | $115,107,715 |
| 4 | Premis Advisors, LLC | $1,075,636 | $28,834,508 | $88,409,814 | $117,244,322 |
| 5 | AP Wealth Management | $256,708 | $129,230,988 | $2,973,727 | $132,204,715 |
| 6 | Kiker Wealth Management, LLC | $71,021 | $135,507,265 | — | $135,507,265 |
| 7 | George M. Hiller Companies | $206,445 | $108,724,476 | $28,148,810 | $136,873,286 |
| 8 | TandemGrowth Financial Advisors | $813,029 | $139,963,910 | $1,503,088 | $141,466,998 |
| 9 | 1776 Wealth LLC | $455,632 | $145,802,339 | — | $145,802,339 |
| 10 | The Money Advisor Group, LLC | $299,873 | $125,677,195 | $26,058,412 | $151,735,607 |
| 11 | Baugh & Associates | $394,740 | $153,158,308 | $907 | $153,159,215 |
| 12 | Integras Partners, LLC | $201,307 | $143,346,196 | $18,705,566 | $162,051,762 |
| 13 | Weaver Capital Management, LLC | $202,802 | $156,831,999 | $5,612,392 | $162,444,391 |
| 14 | Kingsmark Private Financial Advisors | $166,094 | $163,104,000 | — | $163,104,000 |
| 15 | Checks & Balances | $4,701,002 | $169,236,056 | — | $169,236,056 |
| 16 | Gutt Financial Management | $488,713 | $149,756,870 | $24,225,105 | $173,981,975 |
| 17 | Eads & Heald Wealth Management | $648,750 | $178,406,259 | — | $178,406,259 |
| 18 | Investors Asset Management Of Georgia Inc | $432,741 | $189,540,655 | — | $189,540,655 |
| 19 | Chicory Wealth | $192,406 | $192,650,000 | $2,450,000 | $195,100,000 |
| 20 | Vickery Financial Services, Inc. | $129,303 | — | $199,127,037 | $199,127,037 |
| 21 | IRC Wealth | $361,930 | $211,546,783 | $2,353,799 | $213,900,582 |
| 22 | Elwood & Goetz | $151,514 | $224,846,962 | — | $224,846,962 |
| 23 | C.W. O'Conner Wealth Advisors, Inc. | $441,459 | $108,000,000 | $122,000,000 | $230,000,000 |
| 24 | Day & Ennis | $358,319 | $248,723,702 | $1,024,373 | $249,748,075 |
| 25 | HC Advisors | $511,804 | $247,814,711 | $6,551,950 | $254,366,661 |
| 26 | Holcombe Financial, Inc. | $497,106 | $234,841,242 | $21,665,404 | $256,506,646 |
| 27 | Inlight Wealth | $528,824 | $247,161,956 | $13,548,042 | $260,709,998 |
| 28 | MMHP Investment Advisors | $318,453 | $293,613,393 | — | $293,613,393 |
| 29 | Jamison Private Wealth Management, Inc. | $1,078,996 | $295,786,000 | $11,728,000 | $307,514,000 |
| 30 | Cedar Rowe Partners | $573,600 | $305,557,314 | $3,613,298 | $309,170,612 |
| 31 | SG Financial Advisors | $331,998 | $308,662,215 | $759,815 | $309,422,030 |
| 32 | Resource Planning Group, Ltd.. | $244,254 | $331,696,290 | — | $331,696,290 |
| 33 | Sherrill & Hutchins Financial Advisory Inc | $307,394 | $384,713,918 | $7,520,567 | $392,234,485 |
| 34 | Waypoint Wealth Counsel LLC | $1,249,284 | $307,232,931 | $100,033,658 | $407,266,589 |
| 35 | Nova Wealth Management Group | $438,023 | $412,947,237 | $546,128 | $413,493,365 |
| 36 | Chatham Capital Group Inc | $1,037,528 | $437,836,808 | — | $437,836,808 |
| 37 | Rollins Financial Inc | $651,755 | $477,084,824 | — | $477,084,824 |
| 38 | Smith & Howard Wealth Management | $904,291 | $490,125,713 | — | $490,125,713 |
| 39 | Kays Financial Advisory Corp | $269,210 | $495,076,338 | — | $495,076,338 |
| 40 | Family WMS | $864,920 | $416,111,937 | $96,785,840 | $512,897,777 |
| 41 | Cahaba Wealth Management, Inc. | $499,618 | $593,046,459 | — | $593,046,459 |
| 42 | American Financial Advisors. | $286,747 | $609,624,968 | — | $609,624,968 |
| 43 | Redwood Wealth Management | $226,550 | $631,846,602 | — | $631,846,602 |
| 44 | Smith & Howard Wealth Management, Llc | $404,187 | $568,176,451 | $98,328,459 | $666,504,910 |
| 45 | Oakbridge Partners, Ltd.. | $454,209 | $700,107,510 | $15,271,449 | $715,378,959 |
| 46 | Nicholas Hoffman & Company | $624,004 | $506,180,463 | $363,680,528 | $869,860,991 |
| 47 | Cornerstone Management, Inc. | $606,992 | $897,141,029 | $1,207,263 | $898,348,292 |
| 48 | BT Wealth Management | $951,414 | $888,657,696 | $35,165,285 | $923,822,981 |
| 49 | BIP Wealth | $340,014 | $734,732,251 | $214,246,565 | $948,978,816 |
| 50 | Arcus Capital Partners, LLC | $528,575 | $1,178,886,173 | $8,822,861 | $1,187,709,034 |
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.
