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 |
|---|---|---|---|---|---|
| 1 | American Financial Advisors, LLC. | $409,823 | — | $843,006,517 | $843,006,517 |
| 2 | BT Family Office, LLC | $14,105,263 | — | $1,340,000,000 | $1,340,000,000 |
| 3 | Vickery Financial Services, Inc. | $163,240 | — | $261,347,199 | $261,347,199 |
| 4 | Premis Advisors, LLC | $1,298,930 | $26,239,191 | $138,724,914 | $164,964,105 |
| 5 | Ironridge Wealth Management, LLC | $282,526 | $107,924,874 | — | $107,924,874 |
| 6 | Antares Wealth Management, LLC | $1,288,882 | $109,095,970 | $8,192,270 | $117,288,240 |
| 7 | Strickland Davis Advisors LLC | $660,236 | $109,381,447 | $10,121,205 | $119,502,652 |
| 8 | Townsend Personal Financial Planning, LLC | $340,992 | $116,291,421 | $1,009,857 | $117,301,278 |
| 9 | Minerva Planning Group, Inc. | $323,397 | $121,273,710 | — | $121,273,710 |
| 10 | The Keystone Financial Alliance, LLC | $307,692 | $124,330,469 | $2,746,495 | $127,076,964 |
| 11 | Anson Capital, Inc. | $367,158 | $131,020,181 | $37,138,018 | $168,158,199 |
| 12 | Alder Financial Group Inc | $539,234 | $133,098,356 | $3,327,870 | $136,426,226 |
| 13 | Calvary Wealth, LLC | $374,866 | $136,451,294 | — | $136,451,294 |
| 14 | Gutt Financial Management, LLC | $574,734 | $138,266,114 | $20,360,334 | $158,626,448 |
| 15 | Wiser Wealth Management, Inc | $194,958 | $145,114,697 | $1,493,917 | $146,608,614 |
| 16 | George M. Hiller Companies, LLC | $349,911 | $154,622,071 | $1,438,139 | $156,060,210 |
| 17 | Aurora Investment Counsel | $1,192,401 | $166,373,620 | $2,947,273 | $169,320,893 |
| 18 | AP Wealth Management, LLC | $748,224 | $169,936,194 | $4,399,986 | $174,336,180 |
| 19 | Tandemgrowth Financial Advisors, LLC | $362,848 | $180,384,248 | $677,135 | $181,061,383 |
| 20 | Estate Management Counselors,LLC | $217,767 | $186,626,100 | — | $186,626,100 |
| 21 | Baugh & Associates, LLC | $480,595 | $197,520,697 | $3,663 | $197,524,360 |
| 22 | Weaver Capital Management, LLC | $233,640 | $211,720,808 | $6,732,453 | $218,453,261 |
| 23 | Red Tortoise, LLC | $1,216,879 | $214,170,786 | — | $214,170,786 |
| 24 | Bull Street Advisors, LLC | $1,505,898 | $215,343,398 | — | $215,343,398 |
| 25 | The Money Advisor Group, LLC | $456,350 | $221,036,000 | $52,773,774 | $273,809,774 |
| 26 | R. Stewart Eads Investment Counsel, Inc. | $784,952 | $221,356,466 | — | $221,356,466 |
| 27 | Haber Investment Counsel, LLC | $1,335,491 | $228,658,561 | $5,052,287 | $233,710,848 |
| 28 | Checks & Balances, Inc. | $6,611,824 | $231,413,835 | — | $231,413,835 |
| 29 | Regimen Wealth, LLC | $381,023 | $231,661,943 | — | $231,661,943 |
| 30 | Meadow Creek Wealth Advisors, LLC | $961,979 | $234,334,531 | $183,164,158 | $417,498,689 |
| 31 | 1776 Wealth LLC | $734,780 | $239,538,315 | — | $239,538,315 |
| 32 | Paces Ferry Wealth Advisors, LLC | $516,451 | $241,368,306 | $41,130,361 | $282,498,667 |
| 33 | Compass Wealth Management, LLC | $273,438 | $250,469,210 | — | $250,469,210 |
| 34 | Holcombe Financial, Inc. | $503,445 | $255,309,171 | $29,137,190 | $284,446,361 |
| 35 | Atticus Wealth Management, LLC | $546,227 | $257,290,162 | $28,932,566 | $286,222,728 |
| 36 | CHICORY WEALTH | $225,158 | $260,067,558 | $440,431 | $260,507,989 |
| 37 | Novapoint Capital LLC | $478,673 | $262,791,704 | — | $262,791,704 |
| 38 | Investors Asset Management Of Georgia Inc | $585,519 | $269,338,627 | — | $269,338,627 |
| 39 | Redwood Wealth Management, LLC | $269,444 | $278,066,148 | — | $278,066,148 |
| 40 | Resource Planning Group, Ltd. | $422,815 | $312,923,333 | $11,798,604 | $324,721,937 |
| 41 | Inlight Wealth Management, LLC | $446,260 | $317,218,996 | $15,244,371 | $332,463,367 |
| 42 | Investors Research Corporation | $487,211 | $329,063,430 | $3,701,773 | $332,765,203 |
| 43 | WAYPOINT WEALTH COUNSEL LLC | $1,496,504 | $332,846,216 | $152,021,196 | $484,867,412 |
| 44 | HC Advisors LLC | $522,634 | $353,900,376 | $28,667,478 | $382,567,854 |
| 45 | Murphy Middleton Hinkle & Parker, Inc. | $357,942 | $357,941,796 | — | $357,941,796 |
| 46 | Day & Ennis, LLC | $467,129 | $360,158,131 | $932,383 | $361,090,514 |
| 47 | Smith & Howard Wealth Management, LLC | $709,998 | $396,179,117 | — | $396,179,117 |
| 48 | Elwood & Goetz Wealth Advisory Group, LLC | $207,155 | $419,488,424 | — | $419,488,424 |
| 49 | Jamison Private Wealth Management, Inc. | $538,248 | $423,992,074 | $8,759,287 | $432,751,361 |
| 50 | Family Wms, LLC | $1,140,335 | $465,262,643 | $223,499,926 | $688,762,569 |
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.
