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
5Kingsmark Private Financial Advisors, Llc$190,064$207,549,541$207,549,541
6Estate Management Counselors,Llc$192,067$163,641,427$163,641,427
7Integras Partners, Llc$196,865$150,011,000$150,011,000
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
10Redwood Wealth Management, Llc$234,149$240,236,517$240,236,517
11Compass Wealth Management, Llc$246,143$221,036,000$221,036,000
12George M. Hiller Companies, Llc$249,841$129,956,588$23,945,353$153,901,941
13The Keystone Financial Alliance, Llc$277,420$118,382,773$2,572,385$120,955,158
14Mmhp Investment Advisors$327,096$347,375,973$347,375,973
15Kays Financial Advisory Corp$329,639$662,245,674$662,245,674
16The Money Advisor Group, Llc$332,964$131,786,274$42,686,698$174,472,972
17Tandemgrowth Financial Advisors, Llc$341,919$165,897,528$1,642,908$167,540,436
18Sherrill & Hutchins Financial Advisory Inc$349,026$434,647,984$13,501,944$448,149,928
19Calvary Wealth, Llc$358,278$118,231,742$118,231,742
20Minerva Planning Group$383,410$105,507,757$22,551,250$128,059,007
21Griffith & Werner, Inc.$391,598$128,321,000$1,298,000$129,619,000
22Sg Financial Advisors, Llc$397,272$386,745,405$991,792$387,737,197
23Day & Ennis, Llc$399,261$312,461,141$559,468$313,020,609
24Goodwin Investment Advisory$403,922$103,000,000$103,000,000
251776 Wealth Llc$431,707$177,000,000$177,000,000
26Baugh & Associates, Llc$436,338$183,254,320$7,606$183,261,926
27Holcombe Financial, Inc.$449,247$233,575,675$28,784,784$262,360,459
28Paces Ferry Wealth Advisors, Llc$451,282$204,803,354$20,386,356$225,189,710
29Irc Wealth$460,732$296,670,940$8,333,562$305,004,502
30Alder Financial Group Inc$484,876$119,596,766$1,622,302$121,219,068
31Gutt Financial Management, Llc$491,468$147,765,024$15,402,193$163,167,217
32Novapoint Capital Llc$501,804$184,744,649$6,944,495$191,689,144
33Atticus Wealth Management$509,527$189,475,091$20,959,363$210,434,454
34Investors Asset Management Of Georgia Inc$530,370$236,014,857$236,014,857
35Inlight Wealth$530,621$258,833,353$14,967,215$273,800,568
36Arcus Capital Partners, Llc$551,112$1,388,472,667$4,738,196$1,393,210,863
37Hc Advisors Llc$560,522$286,900,688$6,812,776$293,713,464
38C.W. O'Conner Wealth Advisors, Inc.$574,949$130,000,000$150,000,000$280,000,000
39Brightworth, Llc$577,660$4,034,376,256$4,034,376,256
40Brightworth, Llc$577,660$4,034,376,256$4,034,376,256
41Truewealth Management$593,711$1,577,613,841$122,773,099$1,700,386,940
42Signaturefd, Llc$622,617$3,228,832,293$682,446,274$3,911,278,567
43Cahaba Wealth Management, Inc.$650,896$773,263,917$773,263,917
44Nicholas Hoffman & Company, Llc$676,364$788,891,005$337,254,880$1,126,145,885
45Ap Wealth Management$759,847$151,689,612$3,319,211$155,008,823
46Eads & Heald Wealth Management$770,498$218,821,309$218,821,309
47Homrich Berg$797,220$6,441,699,297$543,543,888$6,985,243,185
48Homrich Berg$797,220$6,441,699,297$543,543,888$6,985,243,185
49Rollins Financial Inc$827,811$674,666,344$674,666,344
50Bt Wealth Management, Llc$901,391$994,791,367$30,991,896$1,025,783,263
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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.