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
1Checks & Balances$4,701,002$169,236,056$169,236,056
2Berman Capital Advisors, LLC$3,407,765$866,748,967$1,409,638,250$2,276,387,217
3Southeast Asset Advisors Inc$2,122,172$1,028,214,054$1,009,070,829$2,037,284,883
4Balentine$1,502,104$2,154,103,220$453,549,201$2,607,652,421
5Montag$1,471,597$1,658,649,353$213,221,821$1,871,871,174
6Waypoint Wealth Counsel LLC$1,249,284$307,232,931$100,033,658$407,266,589
7Jamison Private Wealth Management, Inc.$1,078,996$295,786,000$11,728,000$307,514,000
8Premis Advisors, LLC$1,075,636$28,834,508$88,409,814$117,244,322
9Chatham Capital Group Inc$1,037,528$437,836,808$437,836,808
10BT Wealth Management$951,414$888,657,696$35,165,285$923,822,981
11Gutt Financial Management, Llc$922,535$1,340,786,377$215,530,286$1,556,316,663
12Smith & Howard Wealth Management$904,291$490,125,713$490,125,713
13Family WMS$864,920$416,111,937$96,785,840$512,897,777
14TandemGrowth Financial Advisors$813,029$139,963,910$1,503,088$141,466,998
15Homrich Berg$666,332$4,921,199,366$536,060,096$5,457,259,462
16Rollins Financial Inc$651,755$477,084,824$477,084,824
17Eads & Heald Wealth Management$648,750$178,406,259$178,406,259
18Signaturefd, LLC$625,189$2,771,501,180$722,679,277$3,494,180,457
19Nicholas Hoffman & Company$624,004$506,180,463$363,680,528$869,860,991
20Cornerstone Management, Inc.$606,992$897,141,029$1,207,263$898,348,292
21Cedar Rowe Partners$573,600$305,557,314$3,613,298$309,170,612
22TrueWealth Management$557,308$1,291,736,545$41,343,225$1,333,079,770
23Inlight Wealth$528,824$247,161,956$13,548,042$260,709,998
24Arcus Capital Partners, LLC$528,575$1,178,886,173$8,822,861$1,187,709,034
25HC Advisors$511,804$247,814,711$6,551,950$254,366,661
26Brightworth, LLC$511,191$3,335,519,000$3,335,519,000
27Cahaba Wealth Management, Inc.$499,618$593,046,459$593,046,459
28Holcombe Financial, Inc.$497,106$234,841,242$21,665,404$256,506,646
29Gutt Financial Management$488,713$149,756,870$24,225,105$173,981,975
301776 Wealth LLC$455,632$145,802,339$145,802,339
31Oakbridge Partners, Ltd..$454,209$700,107,510$15,271,449$715,378,959
32C.W. O'Conner Wealth Advisors, Inc.$441,459$108,000,000$122,000,000$230,000,000
33Nova Wealth Management Group$438,023$412,947,237$546,128$413,493,365
34Investors Asset Management Of Georgia Inc$432,741$189,540,655$189,540,655
35Smith & Howard Wealth Management, Llc$404,187$568,176,451$98,328,459$666,504,910
36Baugh & Associates$394,740$153,158,308$907$153,159,215
37IRC Wealth$361,930$211,546,783$2,353,799$213,900,582
38Day & Ennis$358,319$248,723,702$1,024,373$249,748,075
39BIP Wealth$340,014$734,732,251$214,246,565$948,978,816
40SG Financial Advisors$331,998$308,662,215$759,815$309,422,030
41MMHP Investment Advisors$318,453$293,613,393$293,613,393
42Capital Investment Advisors, LLC$312,837$2,171,200,000$12,400,000$2,183,600,000
43Sherrill & Hutchins Financial Advisory Inc$307,394$384,713,918$7,520,567$392,234,485
44The Money Advisor Group, LLC$299,873$125,677,195$26,058,412$151,735,607
45American Financial Advisors.$286,747$609,624,968$609,624,968
46Kays Financial Advisory Corp$269,210$495,076,338$495,076,338
47AP Wealth Management$256,708$129,230,988$2,973,727$132,204,715
48Minerva Planning Group$253,237$104,840,291$104,840,291
49Resource Planning Group, Ltd..$244,254$331,696,290$331,696,290
50Redwood Wealth Management$226,550$631,846,602$631,846,602
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Showing 1 to 50 of 60 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.

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