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
11776 Wealth LLC$455,632$145,802,339$145,802,339
2American Financial Advisors.$286,747$609,624,968$609,624,968
3AP Wealth Management$256,708$129,230,988$2,973,727$132,204,715
4Arcus Capital Partners, LLC$528,575$1,178,886,173$8,822,861$1,187,709,034
5Balentine$1,502,104$2,154,103,220$453,549,201$2,607,652,421
6Baugh & Associates$394,740$153,158,308$907$153,159,215
7Berman Capital Advisors, LLC$3,407,765$866,748,967$1,409,638,250$2,276,387,217
8BIP Wealth$340,014$734,732,251$214,246,565$948,978,816
9Brightworth, LLC$511,191$3,335,519,000$3,335,519,000
10BT Wealth Management$951,414$888,657,696$35,165,285$923,822,981
11C.W. O'Conner Wealth Advisors, Inc.$441,459$108,000,000$122,000,000$230,000,000
12Cahaba Wealth Management, Inc.$499,618$593,046,459$593,046,459
13Capital Investment Advisors, LLC$312,837$2,171,200,000$12,400,000$2,183,600,000
14Cedar Rowe Partners$573,600$305,557,314$3,613,298$309,170,612
15Chatham Capital Group Inc$1,037,528$437,836,808$437,836,808
16Checks & Balances$4,701,002$169,236,056$169,236,056
17Checks & Balances, Inc.$77,492$100,120,000$100,120,000
18Chicory Wealth$192,406$192,650,000$2,450,000$195,100,000
19Cornerstone Management, Inc.$606,992$897,141,029$1,207,263$898,348,292
20Day & Ennis$358,319$248,723,702$1,024,373$249,748,075
21Eads & Heald Wealth Management$648,750$178,406,259$178,406,259
22Elwood & Goetz$151,514$224,846,962$224,846,962
23Family WMS$864,920$416,111,937$96,785,840$512,897,777
24George M. Hiller Companies$206,445$108,724,476$28,148,810$136,873,286
25Gutt Financial Management$488,713$149,756,870$24,225,105$173,981,975
26Gutt Financial Management, Llc$922,535$1,340,786,377$215,530,286$1,556,316,663
27HC Advisors$511,804$247,814,711$6,551,950$254,366,661
28Holcombe Financial, Inc.$497,106$234,841,242$21,665,404$256,506,646
29Homrich Berg$666,332$4,921,199,366$536,060,096$5,457,259,462
30Inlight Wealth$528,824$247,161,956$13,548,042$260,709,998
31Integras Partners, LLC$201,307$143,346,196$18,705,566$162,051,762
32Investors Asset Management Of Georgia Inc$432,741$189,540,655$189,540,655
33IRC Wealth$361,930$211,546,783$2,353,799$213,900,582
34Jamison Private Wealth Management, Inc.$1,078,996$295,786,000$11,728,000$307,514,000
35Kays Financial Advisory Corp$269,210$495,076,338$495,076,338
36Kiker Wealth Management, LLC$71,021$135,507,265$135,507,265
37Kingsmark Private Financial Advisors$166,094$163,104,000$163,104,000
38Minerva Planning Group$253,237$104,840,291$104,840,291
39MMHP Investment Advisors$318,453$293,613,393$293,613,393
40Montag$1,471,597$1,658,649,353$213,221,821$1,871,871,174
41Nicholas Hoffman & Company$624,004$506,180,463$363,680,528$869,860,991
42Nova Wealth Management Group$438,023$412,947,237$546,128$413,493,365
43Oakbridge Partners, Ltd..$454,209$700,107,510$15,271,449$715,378,959
44Premis Advisors, LLC$1,075,636$28,834,508$88,409,814$117,244,322
45Redwood Wealth Management$226,550$631,846,602$631,846,602
46Resource Planning Group, Ltd.$88,544$110,919,666$4,188,049$115,107,715
47Resource Planning Group, Ltd..$244,254$331,696,290$331,696,290
48Rollins Financial Inc$651,755$477,084,824$477,084,824
49SG Financial Advisors$331,998$308,662,215$759,815$309,422,030
50Sherrill & Hutchins Financial Advisory Inc$307,394$384,713,918$7,520,567$392,234,485
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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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