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
1Ironridge Wealth Management, LLC$282,526$107,924,874$107,924,874
2Sentara Capital LLC$202,489$113,596,215$113,596,215
3Antares Wealth Management, LLC$1,288,882$109,095,970$8,192,270$117,288,240
4Townsend Personal Financial Planning, LLC$340,992$116,291,421$1,009,857$117,301,278
5Strickland Davis Advisors LLC$660,236$109,381,447$10,121,205$119,502,652
6Minerva Planning Group, Inc.$323,397$121,273,710$121,273,710
7The Keystone Financial Alliance, LLC$307,692$124,330,469$2,746,495$127,076,964
8Kiker Wealth Management, LLC$79,372$127,630,461$127,630,461
9Griffith & Werner, Inc.$403,083$130,987,380$1,224,000$132,211,380
10Alder Financial Group Inc$539,234$133,098,356$3,327,870$136,426,226
11Calvary Wealth, LLC$374,866$136,451,294$136,451,294
12Bush Investment Group, LLC$157,200$136,901,928$18,846$136,920,774
13Wiser Wealth Management, Inc$194,958$145,114,697$1,493,917$146,608,614
14Goodwin Investment Advisory, LLC$141,904$150,418,297$150,418,297
15George M. Hiller Companies, LLC$349,911$154,622,071$1,438,139$156,060,210
16ARMIS ADVISERS$2,232,943$64,248,225$94,290,734$158,538,959
17Gutt Financial Management, LLC$574,734$138,266,114$20,360,334$158,626,448
18Premis Advisors, LLC$1,298,930$26,239,191$138,724,914$164,964,105
19Anson Capital, Inc.$367,158$131,020,181$37,138,018$168,158,199
20Aurora Investment Counsel$1,192,401$166,373,620$2,947,273$169,320,893
21Verisail Partners, LLC$221,997$170,715,584$170,715,584
22AP Wealth Management, LLC$748,224$169,936,194$4,399,986$174,336,180
23Tandemgrowth Financial Advisors, LLC$362,848$180,384,248$677,135$181,061,383
24Estate Management Counselors,LLC$217,767$186,626,100$186,626,100
25Baugh & Associates, LLC$480,595$197,520,697$3,663$197,524,360
26Red Tortoise, LLC$1,216,879$214,170,786$214,170,786
27Bull Street Advisors, LLC$1,505,898$215,343,398$215,343,398
28Weaver Capital Management, LLC$233,640$211,720,808$6,732,453$218,453,261
29R. Stewart Eads Investment Counsel, Inc.$784,952$221,356,466$221,356,466
30Checks & Balances, Inc.$6,611,824$231,413,835$231,413,835
31Regimen Wealth, LLC$381,023$231,661,943$231,661,943
32Haber Investment Counsel, LLC$1,335,491$228,658,561$5,052,287$233,710,848
331776 Wealth LLC$734,780$239,538,315$239,538,315
34Compass Wealth Management, LLC$273,438$250,469,210$250,469,210
35Kingsmark Private Financial Advisors, LLC$225,945$240,196,652$20,092,392$260,289,044
36CHICORY WEALTH$225,158$260,067,558$440,431$260,507,989
37Vickery Financial Services, Inc.$163,240$261,347,199$261,347,199
38Novapoint Capital LLC$478,673$262,791,704$262,791,704
39Investors Asset Management Of Georgia Inc$585,519$269,338,627$269,338,627
40The Money Advisor Group, LLC$456,350$221,036,000$52,773,774$273,809,774
41Redwood Wealth Management, LLC$269,444$278,066,148$278,066,148
42Paces Ferry Wealth Advisors, LLC$516,451$241,368,306$41,130,361$282,498,667
43Holcombe Financial, Inc.$503,445$255,309,171$29,137,190$284,446,361
44Atticus Wealth Management, LLC$546,227$257,290,162$28,932,566$286,222,728
45Resource Planning Group, Ltd.$422,815$312,923,333$11,798,604$324,721,937
46Inlight Wealth Management, LLC$446,260$317,218,996$15,244,371$332,463,367
47Investors Research Corporation$487,211$329,063,430$3,701,773$332,765,203
48Murphy Middleton Hinkle & Parker, Inc.$357,942$357,941,796$357,941,796
49Day & Ennis, LLC$467,129$360,158,131$932,383$361,090,514
50HC Advisors LLC$522,634$353,900,376$28,667,478$382,567,854
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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 Carline Murphy.

*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.