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
3Ap Wealth Management$759,847$151,689,612$3,319,211$155,008,823
4Arcus Capital Partners, Llc$551,112$1,388,472,667$4,738,196$1,393,210,863
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$1,097,453$2,059,007,790$386,117,026$2,445,124,816
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
11Brightworth, Llc$577,660$4,034,376,256$4,034,376,256
12Brightworth, Llc$577,660$4,034,376,256$4,034,376,256
13Bt Wealth Management, Llc$901,391$994,791,367$30,991,896$1,025,783,263
14Buckhead Capital Management, Llc$14,309,572$1,876,500,802$155,458,386$2,031,959,188
15Bull Street Advisors$1,390,435$175,194,869$175,194,869
16Bush Wealth Management$146,671$123,643,389$123,643,389
17C.W. O'Conner Wealth Advisors, Inc.$574,949$130,000,000$150,000,000$280,000,000
18Cahaba Wealth Management, Inc.$650,896$773,263,917$773,263,917
19Calvary Wealth, Llc$358,278$118,231,742$118,231,742
20Chatham Capital Group Inc$1,107,029$485,985,897$485,985,897
21Checks & Balances, Inc.$6,074,509$224,756,817$224,756,817
22Chicory Wealth$225,158$260,067,558$440,431$260,507,989
23Compass Wealth Management, Llc$246,143$221,036,000$221,036,000
24Day & Ennis, Llc$399,261$312,461,141$559,468$313,020,609
25Eads & Heald Wealth Management$770,498$218,821,309$218,821,309
26Edge Capital Group, Llc$1,935,458$3,798,154,220$272,114,033$4,070,268,253
27Elwood & Goetz$120,283$270,876,268$270,876,268
28Estate Management Counselors,Llc$192,067$163,641,427$163,641,427
29Family Wms, Llc$1,004,068$536,774,261$115,870,192$652,644,453
30George M. Hiller Companies, Llc$249,841$129,956,588$23,945,353$153,901,941
31Goodwin Investment Advisory$403,922$103,000,000$103,000,000
32Griffith & Werner, Inc.$391,598$128,321,000$1,298,000$129,619,000
33Gutt Financial Management, Llc$491,468$147,765,024$15,402,193$163,167,217
34Haber Investment Counsel$1,258,847$204,641,112$5,586,286$210,227,398
35Hc Advisors Llc$560,522$286,900,688$6,812,776$293,713,464
36Holcombe Financial, Inc.$449,247$233,575,675$28,784,784$262,360,459
37Homrich Berg$797,220$6,441,699,297$543,543,888$6,985,243,185
38Homrich Berg$797,220$6,441,699,297$543,543,888$6,985,243,185
39Inlight Wealth$530,621$258,833,353$14,967,215$273,800,568
40Integras Partners, Llc$196,865$150,011,000$150,011,000
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
43Jamison Private Wealth Management, Inc.$1,295,196$366,135,000$10,767,000$376,902,000
44Kays Financial Advisory Corp$329,639$662,245,674$662,245,674
45Kiker Wealth Management, Llc$67,130$124,929,455$124,929,455
46Kingsmark Private Financial Advisors, Llc$190,064$207,549,541$207,549,541
47Marco Investment Management Llc$1,914,349$978,232,587$978,232,587
48Meadow Creek Wealth Advisors, Llc$990,907$242,963,493$134,571,938$377,535,431
49Minerva Planning Group$383,410$105,507,757$22,551,250$128,059,007
50Mmhp Investment Advisors$327,096$347,375,973$347,375,973
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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.