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
1Cardea Capital Group, Inc.$26,590,918$103,030,733$2,821,970,234$2,925,000,967
2BT Family Office, LLC$14,105,263$1,340,000,000$1,340,000,000
3Buckhead Capital Management, LLC$11,806,221$2,401,150,221$160,799,668$2,561,949,889
4Sage Mountain Advisors, LLC$10,754,632$752,824,239$752,824,239
5Checks & Balances, Inc.$6,611,824$231,413,835$231,413,835
6Southeast Asset Advisors, LLC$2,982,808$1,636,447,452$1,265,825,187$2,902,272,639
7Berman Capital Advisors, LLC$2,857,293$871,134,735$2,469,041,149$3,340,175,884
8ARMIS ADVISERS$2,232,943$64,248,225$94,290,734$158,538,959
9Marco Investment Management LLC$2,049,483$1,008,345,568$1,008,345,568
10Montag A & Associates Inc$1,953,335$2,117,585,956$15,455,900$2,133,041,856
11Cahaba Wealth Management, Inc.$1,672,481$949,969,014$949,969,014
12Bull Street Advisors, LLC$1,505,898$215,343,398$215,343,398
13WAYPOINT WEALTH COUNSEL LLC$1,496,504$332,846,216$152,021,196$484,867,412
14ZWJ Investment Counsel Inc$1,338,246$2,328,903,876$386,397,573$2,715,301,449
15Haber Investment Counsel, LLC$1,335,491$228,658,561$5,052,287$233,710,848
16Premis Advisors, LLC$1,298,930$26,239,191$138,724,914$164,964,105
17Antares Wealth Management, LLC$1,288,882$109,095,970$8,192,270$117,288,240
18Balentine LLC$1,222,401$3,162,347,785$185,808,825$3,348,156,610
19Red Tortoise, LLC$1,216,879$214,170,786$214,170,786
20Aurora Investment Counsel$1,192,401$166,373,620$2,947,273$169,320,893
21Family Wms, LLC$1,140,335$465,262,643$223,499,926$688,762,569
22Chatham Capital Group Inc$1,095,708$543,471,274$543,471,274
23Meadow Creek Wealth Advisors, LLC$961,979$234,334,531$183,164,158$417,498,689
24BT Wealth Management, LLC$851,082$1,046,435,485$19,118,641$1,065,554,126
25Financial Advisory Consultants,Inc.$830,950$1,316,627,249$1,258,996$1,317,886,245
26ROLLINS FINANCIAL INC$827,811$674,666,344$674,666,344
27Homrich & Berg Inc$805,814$7,818,765,000$1,110,458,000$8,929,223,000
28R. Stewart Eads Investment Counsel, Inc.$784,952$221,356,466$221,356,466
29Nicholas Hoffman & Company, LLC$774,181$1,002,664,641$380,796,572$1,383,461,213
30AP Wealth Management, LLC$748,224$169,936,194$4,399,986$174,336,180
311776 Wealth LLC$734,780$239,538,315$239,538,315
32Smith & Howard Wealth Management, LLC$709,998$396,179,117$396,179,117
33Signaturefd, LLC$669,004$4,163,203,313$414,793,741$4,577,997,054
34Strickland Davis Advisors LLC$660,236$109,381,447$10,121,205$119,502,652
35Brightworth, LLC$630,123$4,583,516,499$4,583,516,499
36TRUEWEALTH MANAGEMENT$593,711$1,577,613,841$122,773,099$1,700,386,940
37Investors Asset Management Of Georgia Inc$585,519$269,338,627$269,338,627
38Gutt Financial Management, LLC$574,734$138,266,114$20,360,334$158,626,448
39Lesesne Capital Management Inc$564,761$971,782,242$13,160,534$984,942,776
40Atticus Wealth Management, LLC$546,227$257,290,162$28,932,566$286,222,728
41Alder Financial Group Inc$539,234$133,098,356$3,327,870$136,426,226
42Jamison Private Wealth Management, Inc.$538,248$423,992,074$8,759,287$432,751,361
43HC Advisors LLC$522,634$353,900,376$28,667,478$382,567,854
44Paces Ferry Wealth Advisors, LLC$516,451$241,368,306$41,130,361$282,498,667
45Holcombe Financial, Inc.$503,445$255,309,171$29,137,190$284,446,361
46Investors Research Corporation$487,211$329,063,430$3,701,773$332,765,203
47BIP Wealth, LLC$483,673$1,218,621,091$342,675,835$1,561,296,926
48Baugh & Associates, LLC$480,595$197,520,697$3,663$197,524,360
49Novapoint Capital LLC$478,673$262,791,704$262,791,704
50Day & Ennis, LLC$467,129$360,158,131$932,383$361,090,514
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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 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.