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$797,220$6,441,699,297$543,543,888$6,985,243,185
2BRIGHTWORTH, LLC$577,660$4,034,376,256$4,034,376,256
3SIGNATUREFD, LLC$622,617$3,228,832,293$682,446,274$3,911,278,567
4CAPITAL INVESTMENT ADVISORS, LLC$373,510$2,880,700,000$14,000,000$2,894,700,000
5BALENTINE$1,285,240$2,428,168,919$341,522,431$2,769,691,350
6BERMAN CAPITAL ADVISORS, LLC$3,517,923$1,060,812,699$1,658,541,970$2,719,354,669
7SOUTHEAST ASSET ADVISORS, LLC$2,385,658$1,395,821,685$1,147,289,782$2,543,111,467
8MONTAG$1,713,996$1,913,201,271$234,436,216$2,147,637,487
9BUCKHEAD CAPITAL MANAGEMENT, LLC$14,309,572$1,876,500,802$155,458,386$2,031,959,188
10TRUEWEALTH MANAGEMENT$593,711$1,577,613,841$122,773,099$1,700,386,940
11BIP WEALTH, LLC$369,517$969,081,128$337,160,799$1,306,241,927
12NICHOLAS HOFFMAN & COMPANY, LLC$676,364$788,891,005$337,254,880$1,126,145,885
13CORNERSTONE MANAGEMENT, INC.$719,072$1,079,163,835$882,603$1,080,046,438
14BT WEALTH MANAGEMENT, LLC$901,391$994,791,367$30,991,896$1,025,783,263
15MARCO INVESTMENT MANAGEMENT LLC$1,914,349$978,232,587$978,232,587
16OAKBRIDGE PARTNERS, LTD.$529,341$868,003,696$17,582,988$885,586,684
17CAHABA WEALTH MANAGEMENT, INC.$650,896$773,263,917$773,263,917
18AMERICAN FINANCIAL ADVISORS, LLC.$349,025$727,368,589$727,368,589
19ROLLINS FINANCIAL INC$827,811$674,666,344$674,666,344
20KAYS FINANCIAL ADVISORY CORP$329,639$662,245,674$662,245,674
21FAMILY WMS, LLC$1,004,068$536,774,261$115,870,192$652,644,453
22SMITH & HOWARD WEALTH MANAGEMENT, LLC$1,009,043$565,063,878$565,063,878
23CHATHAM CAPITAL GROUP INC$1,107,029$485,985,897$485,985,897
24WAYPOINT WEALTH COUNSEL LLC$1,496,504$332,846,216$152,021,196$484,867,412
25BLUEROCK WEALTH MANAGEMENT, LLC$308,499$464,599,292$464,599,292
26SHERRILL & HUTCHINS FINANCIAL ADVISORY INC$339,834$434,647,984$434,647,984
27SAGE MOUNTAIN ADVISORS, LLC$1,354,998$422,759,521$422,759,521
28SG FINANCIAL ADVISORS, LLC$397,272$386,745,405$991,792$387,737,197
29MEADOW CREEK WEALTH ADVISORS, LLC$990,907$242,963,493$134,571,938$377,535,431
30JAMISON PRIVATE WEALTH MANAGEMENT, INC.$1,295,196$366,135,000$10,767,000$376,902,000
31RESOURCE PLANNING GROUP, LTD.$224,045$373,730,881$647,670$374,378,551
32MMHP INVESTMENT ADVISORS$327,096$347,375,973$347,375,973
33DAY & ENNIS, LLC$399,261$312,461,141$559,468$313,020,609
34IRC WEALTH$460,732$296,670,940$8,333,562$305,004,502
35HC ADVISORS LLC$560,522$286,900,688$6,812,776$293,713,464
36BT FAMILY OFFICE, LLC$21,384,615$278,000,000$278,000,000
37INLIGHT WEALTH$530,621$258,833,353$14,967,215$273,800,568
38ELWOOD & GOETZ$120,283$270,876,268$270,876,268
39HOLCOMBE FINANCIAL, INC.$449,247$233,575,675$28,784,784$262,360,459
40CHICORY WEALTH$225,158$260,067,558$440,431$260,507,989
41REDWOOD WEALTH MANAGEMENT, LLC$234,149$240,236,517$240,236,517
42INVESTORS ASSET MANAGEMENT OF GEORGIA INC$530,370$236,014,857$236,014,857
43VICKERY FINANCIAL SERVICES, INC.$146,636$234,031,701$234,031,701
44PACES FERRY WEALTH ADVISORS, LLC$451,282$204,803,354$20,386,356$225,189,710
45CHECKS & BALANCES, INC.$6,074,509$224,756,817$224,756,817
46COMPASS WEALTH MANAGEMENT, LLC$246,143$221,036,000$221,036,000
47EADS & HEALD WEALTH MANAGEMENT$770,498$218,821,309$218,821,309
48ATTICUS WEALTH MANAGEMENT$509,527$189,475,091$20,959,363$210,434,454
49HABER INVESTMENT COUNSEL$1,258,847$204,641,112$5,586,286$210,227,398
50KINGSMARK PRIVATE FINANCIAL ADVISORS, LLC$190,064$207,549,541$207,549,541
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Showing 1 to 50 of 75 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.