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
1Homrich & Berg Inc$805,814$7,818,765,000$1,110,458,000$8,929,223,000
2Brightworth, LLC$630,123$4,583,516,499$4,583,516,499
3Signaturefd, LLC$669,004$4,163,203,313$414,793,741$4,577,997,054
4Balentine LLC$1,222,401$3,162,347,785$185,808,825$3,348,156,610
5Berman Capital Advisors, LLC$2,857,293$871,134,735$2,469,041,149$3,340,175,884
6Capital Investment Advisors, LLC$381,720$3,214,049,630$13,396,509$3,227,446,139
7Cardea Capital Group, Inc.$26,590,918$103,030,733$2,821,970,234$2,925,000,967
8Southeast Asset Advisors, LLC$2,982,808$1,636,447,452$1,265,825,187$2,902,272,639
9ZWJ Investment Counsel Inc$1,338,246$2,328,903,876$386,397,573$2,715,301,449
10Buckhead Capital Management, LLC$11,806,221$2,401,150,221$160,799,668$2,561,949,889
11Montag A & Associates Inc$1,953,335$2,117,585,956$15,455,900$2,133,041,856
12TRUEWEALTH MANAGEMENT$593,711$1,577,613,841$122,773,099$1,700,386,940
13BIP Wealth, LLC$483,673$1,218,621,091$342,675,835$1,561,296,926
14Nicholas Hoffman & Company, LLC$774,181$1,002,664,641$380,796,572$1,383,461,213
15BT Family Office, LLC$14,105,263$1,340,000,000$1,340,000,000
16Financial Advisory Consultants,Inc.$830,950$1,316,627,249$1,258,996$1,317,886,245
17BT Wealth Management, LLC$851,082$1,046,435,485$19,118,641$1,065,554,126
18Marco Investment Management LLC$2,049,483$1,008,345,568$1,008,345,568
19Lesesne Capital Management Inc$564,761$971,782,242$13,160,534$984,942,776
20Cahaba Wealth Management, Inc.$1,672,481$949,969,014$949,969,014
21American Financial Advisors, LLC.$409,823$843,006,517$843,006,517
22Sage Mountain Advisors, LLC$10,754,632$752,824,239$752,824,239
23Family Wms, LLC$1,140,335$465,262,643$223,499,926$688,762,569
24ROLLINS FINANCIAL INC$827,811$674,666,344$674,666,344
25KAYS FINANCIAL ADVISORY CORP$329,639$662,245,674$662,245,674
26Bluerock Wealth Management, LLC$352,830$576,170,938$576,170,938
27Chatham Capital Group Inc$1,095,708$543,471,274$543,471,274
28Sherrill & Hutchins Financial Advisory Inc$375,042$498,055,537$498,055,537
29WAYPOINT WEALTH COUNSEL LLC$1,496,504$332,846,216$152,021,196$484,867,412
30Jamison Private Wealth Management, Inc.$538,248$423,992,074$8,759,287$432,751,361
31Elwood & Goetz Wealth Advisory Group, LLC$207,155$419,488,424$419,488,424
32Meadow Creek Wealth Advisors, LLC$961,979$234,334,531$183,164,158$417,498,689
33Smith & Howard Wealth Management, LLC$709,998$396,179,117$396,179,117
34SG FINANCIAL ADVISORS, LLC$397,272$386,745,405$991,792$387,737,197
35HC Advisors LLC$522,634$353,900,376$28,667,478$382,567,854
36Day & Ennis, LLC$467,129$360,158,131$932,383$361,090,514
37Murphy Middleton Hinkle & Parker, Inc.$357,942$357,941,796$357,941,796
38Investors Research Corporation$487,211$329,063,430$3,701,773$332,765,203
39Inlight Wealth Management, LLC$446,260$317,218,996$15,244,371$332,463,367
40Resource Planning Group, Ltd.$422,815$312,923,333$11,798,604$324,721,937
41Atticus Wealth Management, LLC$546,227$257,290,162$28,932,566$286,222,728
42Holcombe Financial, Inc.$503,445$255,309,171$29,137,190$284,446,361
43Paces Ferry Wealth Advisors, LLC$516,451$241,368,306$41,130,361$282,498,667
44Redwood Wealth Management, LLC$269,444$278,066,148$278,066,148
45The Money Advisor Group, LLC$456,350$221,036,000$52,773,774$273,809,774
46Investors Asset Management Of Georgia Inc$585,519$269,338,627$269,338,627
47Novapoint Capital LLC$478,673$262,791,704$262,791,704
48Vickery Financial Services, Inc.$163,240$261,347,199$261,347,199
49CHICORY WEALTH$225,158$260,067,558$440,431$260,507,989
50Kingsmark Private Financial Advisors, LLC$225,945$240,196,652$20,092,392$260,289,044
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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.