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
1BT FAMILY OFFICE, LLC$21,384,615$278,000,000$278,000,000
2BUCKHEAD CAPITAL MANAGEMENT, LLC$14,309,572$1,876,500,802$155,458,386$2,031,959,188
3CHECKS & BALANCES, INC.$6,074,509$224,756,817$224,756,817
4BERMAN CAPITAL ADVISORS, LLC$3,517,923$1,060,812,699$1,658,541,970$2,719,354,669
5SOUTHEAST ASSET ADVISORS, LLC$2,385,658$1,395,821,685$1,147,289,782$2,543,111,467
6ARMIS ADVISERS$2,232,943$64,248,225$94,290,734$158,538,959
7MARCO INVESTMENT MANAGEMENT LLC$1,914,349$978,232,587$978,232,587
8MONTAG$1,713,996$1,913,201,271$234,436,216$2,147,637,487
9WAYPOINT WEALTH COUNSEL LLC$1,496,504$332,846,216$152,021,196$484,867,412
10BULL STREET ADVISORS$1,390,435$175,194,869$175,194,869
11SAGE MOUNTAIN ADVISORS, LLC$1,354,998$422,759,521$422,759,521
12JAMISON PRIVATE WEALTH MANAGEMENT, INC.$1,295,196$366,135,000$10,767,000$376,902,000
13BALENTINE$1,285,240$2,428,168,919$341,522,431$2,769,691,350
14HABER INVESTMENT COUNSEL$1,258,847$204,641,112$5,586,286$210,227,398
15PREMIS ADVISORS, LLC$1,243,082$24,669,000$112,070,000$136,739,000
16RED TORTOISE$1,221,364$197,380,845$480,170$197,861,015
17AURORA INVESTMENT COUNSEL$1,170,368$186,741,178$2,858,421$189,599,599
18CHATHAM CAPITAL GROUP INC$1,107,029$485,985,897$485,985,897
19SMITH & HOWARD WEALTH MANAGEMENT, LLC$1,009,043$565,063,878$565,063,878
20FAMILY WMS, LLC$1,004,068$536,774,261$115,870,192$652,644,453
21MEADOW CREEK WEALTH ADVISORS, LLC$990,907$242,963,493$134,571,938$377,535,431
22BT WEALTH MANAGEMENT, LLC$901,391$994,791,367$30,991,896$1,025,783,263
23ROLLINS FINANCIAL INC$827,811$674,666,344$674,666,344
24HOMRICH BERG$797,220$6,441,699,297$543,543,888$6,985,243,185
25EADS & HEALD WEALTH MANAGEMENT$770,498$218,821,309$218,821,309
26AP WEALTH MANAGEMENT$759,847$151,689,612$3,319,211$155,008,823
27CORNERSTONE MANAGEMENT, INC.$719,072$1,079,163,835$882,603$1,080,046,438
28NICHOLAS HOFFMAN & COMPANY, LLC$676,364$788,891,005$337,254,880$1,126,145,885
29CAHABA WEALTH MANAGEMENT, INC.$650,896$773,263,917$773,263,917
30SIGNATUREFD, LLC$622,617$3,228,832,293$682,446,274$3,911,278,567
31TRUEWEALTH MANAGEMENT$593,711$1,577,613,841$122,773,099$1,700,386,940
32BRIGHTWORTH, LLC$577,660$4,034,376,256$4,034,376,256
33HC ADVISORS LLC$560,522$286,900,688$6,812,776$293,713,464
34INLIGHT WEALTH$530,621$258,833,353$14,967,215$273,800,568
35INVESTORS ASSET MANAGEMENT OF GEORGIA INC$530,370$236,014,857$236,014,857
36OAKBRIDGE PARTNERS, LTD.$529,341$868,003,696$17,582,988$885,586,684
37ATTICUS WEALTH MANAGEMENT$509,527$189,475,091$20,959,363$210,434,454
38NOVAPOINT CAPITAL LLC$501,804$184,744,649$6,944,495$191,689,144
39GUTT FINANCIAL MANAGEMENT, LLC$491,468$147,765,024$15,402,193$163,167,217
40ALDER FINANCIAL GROUP INC$484,876$119,596,766$1,622,302$121,219,068
41IRC WEALTH$460,732$296,670,940$8,333,562$305,004,502
42PACES FERRY WEALTH ADVISORS, LLC$451,282$204,803,354$20,386,356$225,189,710
43HOLCOMBE FINANCIAL, INC.$449,247$233,575,675$28,784,784$262,360,459
44BAUGH & ASSOCIATES, LLC$436,338$183,254,320$7,606$183,261,926
451776 WEALTH LLC$431,707$177,000,000$177,000,000
46GOODWIN INVESTMENT ADVISORY$403,922$103,000,000$103,000,000
47DAY & ENNIS, LLC$399,261$312,461,141$559,468$313,020,609
48SG FINANCIAL ADVISORS, LLC$397,272$386,745,405$991,792$387,737,197
49GRIFFITH & WERNER, INC.$391,598$128,321,000$1,298,000$129,619,000
50MINERVA PLANNING GROUP$383,410$105,507,757$22,551,250$128,059,007
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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.