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$431,707$177,000,000$177,000,000
2ALDER FINANCIAL GROUP INC$484,876$119,596,766$1,622,302$121,219,068
3AMERICAN FINANCIAL ADVISORS, LLC.$349,025$727,368,589$727,368,589
4AP WEALTH MANAGEMENT$759,847$151,689,612$3,319,211$155,008,823
5ARMIS ADVISERS$2,232,943$64,248,225$94,290,734$158,538,959
6ATTICUS WEALTH MANAGEMENT$509,527$189,475,091$20,959,363$210,434,454
7AURORA INVESTMENT COUNSEL$1,170,368$186,741,178$2,858,421$189,599,599
8BALENTINE$1,285,240$2,428,168,919$341,522,431$2,769,691,350
9BAUGH & ASSOCIATES, LLC$436,338$183,254,320$7,606$183,261,926
10BERMAN CAPITAL ADVISORS, LLC$3,517,923$1,060,812,699$1,658,541,970$2,719,354,669
11BIP WEALTH, LLC$369,517$969,081,128$337,160,799$1,306,241,927
12BLUEROCK WEALTH MANAGEMENT, LLC$308,499$464,599,292$464,599,292
13BRIGHTWORTH, LLC$577,660$4,034,376,256$4,034,376,256
14BT FAMILY OFFICE, LLC$21,384,615$278,000,000$278,000,000
15BT WEALTH MANAGEMENT, LLC$901,391$994,791,367$30,991,896$1,025,783,263
16BUCKHEAD CAPITAL MANAGEMENT, LLC$14,309,572$1,876,500,802$155,458,386$2,031,959,188
17BULL STREET ADVISORS$1,390,435$175,194,869$175,194,869
18BUSH WEALTH MANAGEMENT$146,671$123,643,389$123,643,389
19CAHABA WEALTH MANAGEMENT, INC.$650,896$773,263,917$773,263,917
20CALVARY WEALTH, LLC$358,278$118,231,742$118,231,742
21CAPITAL INVESTMENT ADVISORS, LLC$373,510$2,880,700,000$14,000,000$2,894,700,000
22CHATHAM CAPITAL GROUP INC$1,107,029$485,985,897$485,985,897
23CHECKS & BALANCES, INC.$6,074,509$224,756,817$224,756,817
24CHICORY WEALTH$225,158$260,067,558$440,431$260,507,989
25COMPASS WEALTH MANAGEMENT, LLC$246,143$221,036,000$221,036,000
26CORNERSTONE MANAGEMENT, INC.$719,072$1,079,163,835$882,603$1,080,046,438
27DAY & ENNIS, LLC$399,261$312,461,141$559,468$313,020,609
28EADS & HEALD WEALTH MANAGEMENT$770,498$218,821,309$218,821,309
29ELWOOD & GOETZ$120,283$270,876,268$270,876,268
30ESTATE MANAGEMENT COUNSELORS,LLC$192,067$163,641,427$163,641,427
31FAMILY WMS, LLC$1,004,068$536,774,261$115,870,192$652,644,453
32GEORGE M. HILLER COMPANIES, LLC$249,841$129,956,588$23,945,353$153,901,941
33GOODWIN INVESTMENT ADVISORY$403,922$103,000,000$103,000,000
34GRIFFITH & WERNER, INC.$391,598$128,321,000$1,298,000$129,619,000
35GUTT FINANCIAL MANAGEMENT, LLC$491,468$147,765,024$15,402,193$163,167,217
36HABER INVESTMENT COUNSEL$1,258,847$204,641,112$5,586,286$210,227,398
37HC ADVISORS LLC$560,522$286,900,688$6,812,776$293,713,464
38HOLCOMBE FINANCIAL, INC.$449,247$233,575,675$28,784,784$262,360,459
39HOMRICH BERG$797,220$6,441,699,297$543,543,888$6,985,243,185
40INLIGHT WEALTH$530,621$258,833,353$14,967,215$273,800,568
41INVESTORS ASSET MANAGEMENT OF GEORGIA INC$530,370$236,014,857$236,014,857
42IRC WEALTH$460,732$296,670,940$8,333,562$305,004,502
43IRONRIDGE WEALTH MANAGEMENT, LLC$302,153$116,631,214$116,631,214
44JAMISON PRIVATE WEALTH MANAGEMENT, INC.$1,295,196$366,135,000$10,767,000$376,902,000
45KAYS FINANCIAL ADVISORY CORP$329,639$662,245,674$662,245,674
46KIKER WEALTH MANAGEMENT, LLC$67,130$124,929,455$124,929,455
47KINGSMARK PRIVATE FINANCIAL ADVISORS, LLC$190,064$207,549,541$207,549,541
48MARCO INVESTMENT MANAGEMENT LLC$1,914,349$978,232,587$978,232,587
49MEADOW CREEK WEALTH ADVISORS, LLC$990,907$242,963,493$134,571,938$377,535,431
50MINERVA PLANNING GROUP$383,410$105,507,757$22,551,250$128,059,007
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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.