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
1Checks & Balances, Inc.$77,492$100,120,000$100,120,000
2Minerva Planning Group$253,237$104,840,291$104,840,291
3Resource Planning Group, Ltd.$88,544$110,919,666$4,188,049$115,107,715
4Premis Advisors, LLC$1,075,636$28,834,508$88,409,814$117,244,322
5AP Wealth Management$256,708$129,230,988$2,973,727$132,204,715
6Kiker Wealth Management, LLC$71,021$135,507,265$135,507,265
7George M. Hiller Companies$206,445$108,724,476$28,148,810$136,873,286
8TandemGrowth Financial Advisors$813,029$139,963,910$1,503,088$141,466,998
91776 Wealth LLC$455,632$145,802,339$145,802,339
10The Money Advisor Group, LLC$299,873$125,677,195$26,058,412$151,735,607
11Baugh & Associates$394,740$153,158,308$907$153,159,215
12Integras Partners, LLC$201,307$143,346,196$18,705,566$162,051,762
13Weaver Capital Management, LLC$202,802$156,831,999$5,612,392$162,444,391
14Kingsmark Private Financial Advisors$166,094$163,104,000$163,104,000
15Checks & Balances$4,701,002$169,236,056$169,236,056
16Gutt Financial Management$488,713$149,756,870$24,225,105$173,981,975
17Eads & Heald Wealth Management$648,750$178,406,259$178,406,259
18Investors Asset Management Of Georgia Inc$432,741$189,540,655$189,540,655
19Chicory Wealth$192,406$192,650,000$2,450,000$195,100,000
20Vickery Financial Services, Inc.$129,303$199,127,037$199,127,037
21IRC Wealth$361,930$211,546,783$2,353,799$213,900,582
22Elwood & Goetz$151,514$224,846,962$224,846,962
23C.W. O'Conner Wealth Advisors, Inc.$441,459$108,000,000$122,000,000$230,000,000
24Day & Ennis$358,319$248,723,702$1,024,373$249,748,075
25HC Advisors$511,804$247,814,711$6,551,950$254,366,661
26Holcombe Financial, Inc.$497,106$234,841,242$21,665,404$256,506,646
27Inlight Wealth$528,824$247,161,956$13,548,042$260,709,998
28MMHP Investment Advisors$318,453$293,613,393$293,613,393
29Jamison Private Wealth Management, Inc.$1,078,996$295,786,000$11,728,000$307,514,000
30Cedar Rowe Partners$573,600$305,557,314$3,613,298$309,170,612
31SG Financial Advisors$331,998$308,662,215$759,815$309,422,030
32Resource Planning Group, Ltd..$244,254$331,696,290$331,696,290
33Sherrill & Hutchins Financial Advisory Inc$307,394$384,713,918$7,520,567$392,234,485
34Waypoint Wealth Counsel LLC$1,249,284$307,232,931$100,033,658$407,266,589
35Nova Wealth Management Group$438,023$412,947,237$546,128$413,493,365
36Chatham Capital Group Inc$1,037,528$437,836,808$437,836,808
37Rollins Financial Inc$651,755$477,084,824$477,084,824
38Smith & Howard Wealth Management$904,291$490,125,713$490,125,713
39Kays Financial Advisory Corp$269,210$495,076,338$495,076,338
40Family WMS$864,920$416,111,937$96,785,840$512,897,777
41Cahaba Wealth Management, Inc.$499,618$593,046,459$593,046,459
42American Financial Advisors.$286,747$609,624,968$609,624,968
43Redwood Wealth Management$226,550$631,846,602$631,846,602
44Smith & Howard Wealth Management, Llc$404,187$568,176,451$98,328,459$666,504,910
45Oakbridge Partners, Ltd..$454,209$700,107,510$15,271,449$715,378,959
46Nicholas Hoffman & Company$624,004$506,180,463$363,680,528$869,860,991
47Cornerstone Management, Inc.$606,992$897,141,029$1,207,263$898,348,292
48BT Wealth Management$951,414$888,657,696$35,165,285$923,822,981
49BIP Wealth$340,014$734,732,251$214,246,565$948,978,816
50Arcus Capital Partners, LLC$528,575$1,178,886,173$8,822,861$1,187,709,034
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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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