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
1Sage Mountain Advisors, Llc$11,459,860$355,255,673$355,255,673
2Buckhead Capital Management, Llc$7,202,969$864,661,760$122,144,946$986,806,706
3Checks & Balances, Inc.$4,701,002$169,236,056$169,236,056
4Berman Capital Advisors, Llc$3,407,765$866,748,967$1,409,638,250$2,276,387,217
5Armis Advisers$3,145,524$49,411,107$92,137,452$141,548,559
6Southeast Asset Advisors, Llc$2,122,172$1,028,214,054$1,009,070,829$2,037,284,883
7Balentine$1,502,104$2,154,103,220$453,549,201$2,607,652,421
8Montag$1,471,597$1,658,649,353$213,221,821$1,871,871,174
9Bull Street Advisors$1,446,436$163,447,289$163,447,289
10Waypoint Wealth Counsel Llc$1,249,284$307,232,931$100,033,658$407,266,589
11Jamison Private Wealth Management, Inc.$1,078,996$295,786,000$11,728,000$307,514,000
12Premis Advisors, Llc$1,075,636$28,834,508$88,409,814$117,244,322
13Zwj Investment Counsel Inc$1,070,012$1,797,645,878$265,336,924$2,062,982,802
14Chatham Capital Group Inc$1,037,528$437,836,808$437,836,808
15Meadow Creek Wealth Advisors, Llc$956,884$109,458,431$101,055,997$210,514,428
16Bt Wealth Management, Llc$951,414$888,657,696$35,165,285$923,822,981
17Smith & Howard Wealth Management, Llc$904,291$490,125,713$490,125,713
18Family Wms, Llc$864,920$416,111,937$96,785,840$512,897,777
19Tandemgrowth Financial Advisors, Llc$813,029$139,963,910$1,503,088$141,466,998
20Homrich Berg$666,332$4,921,199,366$536,060,096$5,457,259,462
21Rollins Financial Inc$651,755$477,084,824$477,084,824
22Eads & Heald Wealth Management$648,750$178,406,259$178,406,259
23Signaturefd, Llc$625,189$2,771,501,180$722,679,277$3,494,180,457
24Nicholas Hoffman & Company, Llc$624,004$506,180,463$363,680,528$869,860,991
25Cornerstone Management, Inc.$606,992$897,141,029$1,207,263$898,348,292
26Cedar Rowe Partners$573,600$305,557,314$3,613,298$309,170,612
27Truewealth Management$557,308$1,291,736,545$41,343,225$1,333,079,770
28Inlight Wealth$528,824$247,161,956$13,548,042$260,709,998
29Arcus Capital Partners, LLC$528,575$1,178,886,173$8,822,861$1,187,709,034
30Hc Advisors Llc$511,804$247,814,711$6,551,950$254,366,661
31Brightworth, Llc$511,191$3,335,519,000$3,335,519,000
32Novapoint Capital Llc$505,439$120,285,000$2,031,268$122,316,268
33Cahaba Wealth Management, Inc.$499,618$593,046,459$593,046,459
34Holcombe Financial, Inc.$497,106$234,841,242$21,665,404$256,506,646
35Gutt Financial Management, Llc$488,713$149,756,870$24,225,105$173,981,975
36Atticus Wealth Management$464,827$145,454,593$18,629,496$164,084,089
371776 Wealth Llc$455,632$145,802,339$145,802,339
38Oakbridge Partners, Ltd.$454,209$700,107,510$15,271,449$715,378,959
39C.W. O'Conner Wealth Advisors, Inc.$441,459$108,000,000$122,000,000$230,000,000
40Paces Ferry Wealth Advisors, Llc$440,128$170,491,658$16,122,570$186,614,228
41Nova Wealth Management Group, Llc$438,023$412,947,237$546,128$413,493,365
42Investors Asset Management Of Georgia Inc$432,741$189,540,655$189,540,655
43Baugh & Associates, Llc$394,740$153,158,308$907$153,159,215
44Ferguson Shapiro Llc$368,842$152,370,509$698,767$153,069,276
45Irc Wealth$361,930$211,546,783$2,353,799$213,900,582
46Day & Ennis, Llc$358,319$248,723,702$1,024,373$249,748,075
47Bip Wealth, Llc$340,014$734,732,251$214,246,565$948,978,816
48Sg Financial Advisors, Llc$331,998$308,662,215$759,815$309,422,030
49Mmhp Investment Advisors$318,453$293,613,393$293,613,393
50Capital Investment Advisors, Llc$312,837$2,171,200,000$12,400,000$2,183,600,000
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Showing 1 to 50 of 71 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 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.