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.

Filters

# of employees

MinMax

High-net-worth client assets

Total AUM

MinMax

Total accounts

MinMax

Discretionary AUM

MinMax

Avg. discretionary account AUM

MinMax

Non-discretionary AUM

MinMax

Non-discretionary accounts

MinMax

Average non-discretionary account AUM

MinMax

Avg. account AUM

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

Showing 1 to 50 of 84 entries

Page 1 | 2

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.