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 | $79,372 | $127,630,461 | — | $127,630,461 |
| 2 | Goodwin Investment Advisory, LLC | $141,904 | $150,418,297 | — | $150,418,297 |
| 3 | Bush Investment Group, LLC | $157,200 | $136,901,928 | $18,846 | $136,920,774 |
| 4 | Vickery Financial Services, Inc. | $163,240 | — | $261,347,199 | $261,347,199 |
| 5 | Wiser Wealth Management, Inc | $194,958 | $145,114,697 | $1,493,917 | $146,608,614 |
| 6 | Sentara Capital LLC | $202,489 | $113,596,215 | — | $113,596,215 |
| 7 | Elwood & Goetz Wealth Advisory Group, LLC | $207,155 | $419,488,424 | — | $419,488,424 |
| 8 | Estate Management Counselors,LLC | $217,767 | $186,626,100 | — | $186,626,100 |
| 9 | Verisail Partners, LLC | $221,997 | $170,715,584 | — | $170,715,584 |
| 10 | CHICORY WEALTH | $225,158 | $260,067,558 | $440,431 | $260,507,989 |
| 11 | Kingsmark Private Financial Advisors, LLC | $225,945 | $240,196,652 | $20,092,392 | $260,289,044 |
| 12 | Weaver Capital Management, LLC | $233,640 | $211,720,808 | $6,732,453 | $218,453,261 |
| 13 | Redwood Wealth Management, LLC | $269,444 | $278,066,148 | — | $278,066,148 |
| 14 | Compass Wealth Management, LLC | $273,438 | $250,469,210 | — | $250,469,210 |
| 15 | Ironridge Wealth Management, LLC | $282,526 | $107,924,874 | — | $107,924,874 |
| 16 | The Keystone Financial Alliance, LLC | $307,692 | $124,330,469 | $2,746,495 | $127,076,964 |
| 17 | Minerva Planning Group, Inc. | $323,397 | $121,273,710 | — | $121,273,710 |
| 18 | KAYS FINANCIAL ADVISORY CORP | $329,639 | $662,245,674 | — | $662,245,674 |
| 19 | Townsend Personal Financial Planning, LLC | $340,992 | $116,291,421 | $1,009,857 | $117,301,278 |
| 20 | George M. Hiller Companies, LLC | $349,911 | $154,622,071 | $1,438,139 | $156,060,210 |
| 21 | Bluerock Wealth Management, LLC | $352,830 | $576,170,938 | — | $576,170,938 |
| 22 | Murphy Middleton Hinkle & Parker, Inc. | $357,942 | $357,941,796 | — | $357,941,796 |
| 23 | Tandemgrowth Financial Advisors, LLC | $362,848 | $180,384,248 | $677,135 | $181,061,383 |
| 24 | Anson Capital, Inc. | $367,158 | $131,020,181 | $37,138,018 | $168,158,199 |
| 25 | Calvary Wealth, LLC | $374,866 | $136,451,294 | — | $136,451,294 |
| 26 | Sherrill & Hutchins Financial Advisory Inc | $375,042 | $498,055,537 | — | $498,055,537 |
| 27 | Regimen Wealth, LLC | $381,023 | $231,661,943 | — | $231,661,943 |
| 28 | Capital Investment Advisors, LLC | $381,720 | $3,214,049,630 | $13,396,509 | $3,227,446,139 |
| 29 | SG FINANCIAL ADVISORS, LLC | $397,272 | $386,745,405 | $991,792 | $387,737,197 |
| 30 | Griffith & Werner, Inc. | $403,083 | $130,987,380 | $1,224,000 | $132,211,380 |
| 31 | American Financial Advisors, LLC. | $409,823 | — | $843,006,517 | $843,006,517 |
| 32 | Resource Planning Group, Ltd. | $422,815 | $312,923,333 | $11,798,604 | $324,721,937 |
| 33 | Inlight Wealth Management, LLC | $446,260 | $317,218,996 | $15,244,371 | $332,463,367 |
| 34 | The Money Advisor Group, LLC | $456,350 | $221,036,000 | $52,773,774 | $273,809,774 |
| 35 | Day & Ennis, LLC | $467,129 | $360,158,131 | $932,383 | $361,090,514 |
| 36 | Novapoint Capital LLC | $478,673 | $262,791,704 | — | $262,791,704 |
| 37 | Baugh & Associates, LLC | $480,595 | $197,520,697 | $3,663 | $197,524,360 |
| 38 | BIP Wealth, LLC | $483,673 | $1,218,621,091 | $342,675,835 | $1,561,296,926 |
| 39 | Investors Research Corporation | $487,211 | $329,063,430 | $3,701,773 | $332,765,203 |
| 40 | Holcombe Financial, Inc. | $503,445 | $255,309,171 | $29,137,190 | $284,446,361 |
| 41 | Paces Ferry Wealth Advisors, LLC | $516,451 | $241,368,306 | $41,130,361 | $282,498,667 |
| 42 | HC Advisors LLC | $522,634 | $353,900,376 | $28,667,478 | $382,567,854 |
| 43 | Jamison Private Wealth Management, Inc. | $538,248 | $423,992,074 | $8,759,287 | $432,751,361 |
| 44 | Alder Financial Group Inc | $539,234 | $133,098,356 | $3,327,870 | $136,426,226 |
| 45 | Atticus Wealth Management, LLC | $546,227 | $257,290,162 | $28,932,566 | $286,222,728 |
| 46 | Lesesne Capital Management Inc | $564,761 | $971,782,242 | $13,160,534 | $984,942,776 |
| 47 | Gutt Financial Management, LLC | $574,734 | $138,266,114 | $20,360,334 | $158,626,448 |
| 48 | Investors Asset Management Of Georgia Inc | $585,519 | $269,338,627 | — | $269,338,627 |
| 49 | TRUEWEALTH MANAGEMENT | $593,711 | $1,577,613,841 | $122,773,099 | $1,700,386,940 |
| 50 | Brightworth, LLC | $630,123 | $4,583,516,499 | — | $4,583,516,499 |
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.
