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 | Kiker Wealth Management, LLC | $71,021 | $135,507,265 | — | $135,507,265 |
| 2 | Checks & Balances, Inc. | $77,492 | $100,120,000 | — | $100,120,000 |
| 3 | Resource Planning Group, Ltd. | $88,544 | $110,919,666 | $4,188,049 | $115,107,715 |
| 4 | Vickery Financial Services, Inc. | $129,303 | — | $199,127,037 | $199,127,037 |
| 5 | Elwood & Goetz | $151,514 | $224,846,962 | — | $224,846,962 |
| 6 | Kingsmark Private Financial Advisors | $166,094 | $163,104,000 | — | $163,104,000 |
| 7 | Chicory Wealth | $192,406 | $192,650,000 | $2,450,000 | $195,100,000 |
| 8 | Integras Partners, LLC | $201,307 | $143,346,196 | $18,705,566 | $162,051,762 |
| 9 | Weaver Capital Management, LLC | $202,802 | $156,831,999 | $5,612,392 | $162,444,391 |
| 10 | George M. Hiller Companies | $206,445 | $108,724,476 | $28,148,810 | $136,873,286 |
| 11 | Redwood Wealth Management | $226,550 | $631,846,602 | — | $631,846,602 |
| 12 | Resource Planning Group, Ltd.. | $244,254 | $331,696,290 | — | $331,696,290 |
| 13 | Minerva Planning Group | $253,237 | $104,840,291 | — | $104,840,291 |
| 14 | AP Wealth Management | $256,708 | $129,230,988 | $2,973,727 | $132,204,715 |
| 15 | Kays Financial Advisory Corp | $269,210 | $495,076,338 | — | $495,076,338 |
| 16 | American Financial Advisors. | $286,747 | $609,624,968 | — | $609,624,968 |
| 17 | The Money Advisor Group, LLC | $299,873 | $125,677,195 | $26,058,412 | $151,735,607 |
| 18 | Sherrill & Hutchins Financial Advisory Inc | $307,394 | $384,713,918 | $7,520,567 | $392,234,485 |
| 19 | Capital Investment Advisors, LLC | $312,837 | $2,171,200,000 | $12,400,000 | $2,183,600,000 |
| 20 | MMHP Investment Advisors | $318,453 | $293,613,393 | — | $293,613,393 |
| 21 | SG Financial Advisors | $331,998 | $308,662,215 | $759,815 | $309,422,030 |
| 22 | BIP Wealth | $340,014 | $734,732,251 | $214,246,565 | $948,978,816 |
| 23 | Day & Ennis | $358,319 | $248,723,702 | $1,024,373 | $249,748,075 |
| 24 | IRC Wealth | $361,930 | $211,546,783 | $2,353,799 | $213,900,582 |
| 25 | Baugh & Associates | $394,740 | $153,158,308 | $907 | $153,159,215 |
| 26 | Smith & Howard Wealth Management, Llc | $404,187 | $568,176,451 | $98,328,459 | $666,504,910 |
| 27 | Investors Asset Management Of Georgia Inc | $432,741 | $189,540,655 | — | $189,540,655 |
| 28 | Nova Wealth Management Group | $438,023 | $412,947,237 | $546,128 | $413,493,365 |
| 29 | C.W. O'Conner Wealth Advisors, Inc. | $441,459 | $108,000,000 | $122,000,000 | $230,000,000 |
| 30 | Oakbridge Partners, Ltd.. | $454,209 | $700,107,510 | $15,271,449 | $715,378,959 |
| 31 | 1776 Wealth LLC | $455,632 | $145,802,339 | — | $145,802,339 |
| 32 | Gutt Financial Management | $488,713 | $149,756,870 | $24,225,105 | $173,981,975 |
| 33 | Holcombe Financial, Inc. | $497,106 | $234,841,242 | $21,665,404 | $256,506,646 |
| 34 | Cahaba Wealth Management, Inc. | $499,618 | $593,046,459 | — | $593,046,459 |
| 35 | Brightworth, LLC | $511,191 | $3,335,519,000 | — | $3,335,519,000 |
| 36 | HC Advisors | $511,804 | $247,814,711 | $6,551,950 | $254,366,661 |
| 37 | Arcus Capital Partners, LLC | $528,575 | $1,178,886,173 | $8,822,861 | $1,187,709,034 |
| 38 | Inlight Wealth | $528,824 | $247,161,956 | $13,548,042 | $260,709,998 |
| 39 | TrueWealth Management | $557,308 | $1,291,736,545 | $41,343,225 | $1,333,079,770 |
| 40 | Cedar Rowe Partners | $573,600 | $305,557,314 | $3,613,298 | $309,170,612 |
| 41 | Cornerstone Management, Inc. | $606,992 | $897,141,029 | $1,207,263 | $898,348,292 |
| 42 | Nicholas Hoffman & Company | $624,004 | $506,180,463 | $363,680,528 | $869,860,991 |
| 43 | Signaturefd, LLC | $625,189 | $2,771,501,180 | $722,679,277 | $3,494,180,457 |
| 44 | Eads & Heald Wealth Management | $648,750 | $178,406,259 | — | $178,406,259 |
| 45 | Rollins Financial Inc | $651,755 | $477,084,824 | — | $477,084,824 |
| 46 | Homrich Berg | $666,332 | $4,921,199,366 | $536,060,096 | $5,457,259,462 |
| 47 | TandemGrowth Financial Advisors | $813,029 | $139,963,910 | $1,503,088 | $141,466,998 |
| 48 | Family WMS | $864,920 | $416,111,937 | $96,785,840 | $512,897,777 |
| 49 | Smith & Howard Wealth Management | $904,291 | $490,125,713 | — | $490,125,713 |
| 50 | Gutt Financial Management, Llc | $922,535 | $1,340,786,377 | $215,530,286 | $1,556,316,663 |
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.
