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
11776 Wealth LLC$734,780$239,538,315$239,538,315
2Alder Financial Group Inc$539,234$133,098,356$3,327,870$136,426,226
3American Financial Advisors, LLC.$409,823$843,006,517$843,006,517
4Anson Capital, Inc.$367,158$131,020,181$37,138,018$168,158,199
5Antares Wealth Management, LLC$1,288,882$109,095,970$8,192,270$117,288,240
6AP Wealth Management, LLC$748,224$169,936,194$4,399,986$174,336,180
7ARMIS ADVISERS$2,232,943$64,248,225$94,290,734$158,538,959
8Atticus Wealth Management, LLC$546,227$257,290,162$28,932,566$286,222,728
9Aurora Investment Counsel$1,192,401$166,373,620$2,947,273$169,320,893
10Balentine LLC$1,222,401$3,162,347,785$185,808,825$3,348,156,610
11Baugh & Associates, LLC$480,595$197,520,697$3,663$197,524,360
12Berman Capital Advisors, LLC$2,857,293$871,134,735$2,469,041,149$3,340,175,884
13BIP Wealth, LLC$483,673$1,218,621,091$342,675,835$1,561,296,926
14Bluerock Wealth Management, LLC$352,830$576,170,938$576,170,938
15Brightworth, LLC$630,123$4,583,516,499$4,583,516,499
16BT Family Office, LLC$14,105,263$1,340,000,000$1,340,000,000
17BT Wealth Management, LLC$851,082$1,046,435,485$19,118,641$1,065,554,126
18Buckhead Capital Management, LLC$11,806,221$2,401,150,221$160,799,668$2,561,949,889
19Bull Street Advisors, LLC$1,505,898$215,343,398$215,343,398
20Bush Investment Group, LLC$157,200$136,901,928$18,846$136,920,774
21Cahaba Wealth Management, Inc.$1,672,481$949,969,014$949,969,014
22Calvary Wealth, LLC$374,866$136,451,294$136,451,294
23Capital Investment Advisors, LLC$381,720$3,214,049,630$13,396,509$3,227,446,139
24Cardea Capital Group, Inc.$26,590,918$103,030,733$2,821,970,234$2,925,000,967
25Chatham Capital Group Inc$1,095,708$543,471,274$543,471,274
26Checks & Balances, Inc.$6,611,824$231,413,835$231,413,835
27CHICORY WEALTH$225,158$260,067,558$440,431$260,507,989
28Compass Wealth Management, LLC$273,438$250,469,210$250,469,210
29Day & Ennis, LLC$467,129$360,158,131$932,383$361,090,514
30Elwood & Goetz Wealth Advisory Group, LLC$207,155$419,488,424$419,488,424
31Estate Management Counselors,LLC$217,767$186,626,100$186,626,100
32Family Wms, LLC$1,140,335$465,262,643$223,499,926$688,762,569
33Financial Advisory Consultants,Inc.$830,950$1,316,627,249$1,258,996$1,317,886,245
34George M. Hiller Companies, LLC$349,911$154,622,071$1,438,139$156,060,210
35Goodwin Investment Advisory, LLC$141,904$150,418,297$150,418,297
36Griffith & Werner, Inc.$403,083$130,987,380$1,224,000$132,211,380
37Gutt Financial Management, LLC$574,734$138,266,114$20,360,334$158,626,448
38Haber Investment Counsel, LLC$1,335,491$228,658,561$5,052,287$233,710,848
39HC Advisors LLC$522,634$353,900,376$28,667,478$382,567,854
40Holcombe Financial, Inc.$503,445$255,309,171$29,137,190$284,446,361
41Homrich & Berg Inc$805,814$7,818,765,000$1,110,458,000$8,929,223,000
42Inlight Wealth Management, LLC$446,260$317,218,996$15,244,371$332,463,367
43Investors Asset Management Of Georgia Inc$585,519$269,338,627$269,338,627
44Investors Research Corporation$487,211$329,063,430$3,701,773$332,765,203
45Ironridge Wealth Management, LLC$282,526$107,924,874$107,924,874
46Jamison Private Wealth Management, Inc.$538,248$423,992,074$8,759,287$432,751,361
47KAYS FINANCIAL ADVISORY CORP$329,639$662,245,674$662,245,674
48Kiker Wealth Management, LLC$79,372$127,630,461$127,630,461
49Kingsmark Private Financial Advisors, LLC$225,945$240,196,652$20,092,392$260,289,044
50Lesesne Capital Management Inc$564,761$971,782,242$13,160,534$984,942,776
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Showing 1 to 50 of 84 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 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.