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
1KIKER WEALTH MANAGEMENT, LLC$67,130$124,929,455$124,929,455
2ELWOOD & GOETZ$120,283$270,876,268$270,876,268
3VICKERY FINANCIAL SERVICES, INC.$146,636$234,031,701$234,031,701
4BUSH WEALTH MANAGEMENT$146,671$123,643,389$123,643,389
5VERISAIL PARTNERS, LLC$186,063$139,733,000$139,733,000
6KINGSMARK PRIVATE FINANCIAL ADVISORS, LLC$190,064$207,549,541$207,549,541
7ESTATE MANAGEMENT COUNSELORS,LLC$192,067$163,641,427$163,641,427
8RESOURCE PLANNING GROUP, LTD.$224,045$373,730,881$647,670$374,378,551
9CHICORY WEALTH$225,158$260,067,558$440,431$260,507,989
10WEAVER CAPITAL MANAGEMENT, LLC$231,943$199,670,335$5,599,608$205,269,943
11REDWOOD WEALTH MANAGEMENT, LLC$234,149$240,236,517$240,236,517
12COMPASS WEALTH MANAGEMENT, LLC$246,143$221,036,000$221,036,000
13GEORGE M. HILLER COMPANIES, LLC$249,841$129,956,588$23,945,353$153,901,941
14THE KEYSTONE FINANCIAL ALLIANCE, LLC$277,420$118,382,773$2,572,385$120,955,158
15IRONRIDGE WEALTH MANAGEMENT, LLC$302,153$116,631,214$116,631,214
16BLUEROCK WEALTH MANAGEMENT, LLC$308,499$464,599,292$464,599,292
17MMHP INVESTMENT ADVISORS$327,096$347,375,973$347,375,973
18KAYS FINANCIAL ADVISORY CORP$329,639$662,245,674$662,245,674
19THE MONEY ADVISOR GROUP, LLC$332,964$131,786,274$42,686,698$174,472,972
20SHERRILL & HUTCHINS FINANCIAL ADVISORY INC$339,834$434,647,984$434,647,984
21TANDEMGROWTH FINANCIAL ADVISORS, LLC$341,919$165,897,528$1,642,908$167,540,436
22AMERICAN FINANCIAL ADVISORS, LLC.$349,025$727,368,589$727,368,589
23CALVARY WEALTH, LLC$358,278$118,231,742$118,231,742
24BIP WEALTH, LLC$369,517$969,081,128$337,160,799$1,306,241,927
25CAPITAL INVESTMENT ADVISORS, LLC$373,510$2,880,700,000$14,000,000$2,894,700,000
26MINERVA PLANNING GROUP$383,410$105,507,757$22,551,250$128,059,007
27GRIFFITH & WERNER, INC.$391,598$128,321,000$1,298,000$129,619,000
28SG FINANCIAL ADVISORS, LLC$397,272$386,745,405$991,792$387,737,197
29DAY & ENNIS, LLC$399,261$312,461,141$559,468$313,020,609
30GOODWIN INVESTMENT ADVISORY$403,922$103,000,000$103,000,000
311776 WEALTH LLC$431,707$177,000,000$177,000,000
32BAUGH & ASSOCIATES, LLC$436,338$183,254,320$7,606$183,261,926
33HOLCOMBE FINANCIAL, INC.$449,247$233,575,675$28,784,784$262,360,459
34PACES FERRY WEALTH ADVISORS, LLC$451,282$204,803,354$20,386,356$225,189,710
35IRC WEALTH$460,732$296,670,940$8,333,562$305,004,502
36ALDER FINANCIAL GROUP INC$484,876$119,596,766$1,622,302$121,219,068
37GUTT FINANCIAL MANAGEMENT, LLC$491,468$147,765,024$15,402,193$163,167,217
38NOVAPOINT CAPITAL LLC$501,804$184,744,649$6,944,495$191,689,144
39ATTICUS WEALTH MANAGEMENT$509,527$189,475,091$20,959,363$210,434,454
40OAKBRIDGE PARTNERS, LTD.$529,341$868,003,696$17,582,988$885,586,684
41INVESTORS ASSET MANAGEMENT OF GEORGIA INC$530,370$236,014,857$236,014,857
42INLIGHT WEALTH$530,621$258,833,353$14,967,215$273,800,568
43HC ADVISORS LLC$560,522$286,900,688$6,812,776$293,713,464
44BRIGHTWORTH, LLC$577,660$4,034,376,256$4,034,376,256
45TRUEWEALTH MANAGEMENT$593,711$1,577,613,841$122,773,099$1,700,386,940
46SIGNATUREFD, LLC$622,617$3,228,832,293$682,446,274$3,911,278,567
47CAHABA WEALTH MANAGEMENT, INC.$650,896$773,263,917$773,263,917
48NICHOLAS HOFFMAN & COMPANY, LLC$676,364$788,891,005$337,254,880$1,126,145,885
49CORNERSTONE MANAGEMENT, INC.$719,072$1,079,163,835$882,603$1,080,046,438
50AP WEALTH MANAGEMENT$759,847$151,689,612$3,319,211$155,008,823
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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 Sabrina Straub.

*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.