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
1BT FAMILY OFFICE, LLC$21,384,615$278,000,000$278,000,000
2PREMIS ADVISORS, LLC$1,243,082$24,669,000$112,070,000$136,739,000
3GOODWIN INVESTMENT ADVISORY$403,922$103,000,000$103,000,000
4MINERVA PLANNING GROUP$383,410$105,507,757$22,551,250$128,059,007
5IRONRIDGE WEALTH MANAGEMENT, LLC$302,153$116,631,214$116,631,214
6CALVARY WEALTH, LLC$358,278$118,231,742$118,231,742
7ALDER FINANCIAL GROUP INC$484,876$119,596,766$1,622,302$121,219,068
8GEORGE M. HILLER COMPANIES, LLC$249,841$129,956,588$23,945,353$153,901,941
9THE MONEY ADVISOR GROUP, LLC$332,964$131,786,274$42,686,698$174,472,972
10GUTT FINANCIAL MANAGEMENT, LLC$491,468$147,765,024$15,402,193$163,167,217
11AP WEALTH MANAGEMENT$759,847$151,689,612$3,319,211$155,008,823
12ESTATE MANAGEMENT COUNSELORS,LLC$192,067$163,641,427$163,641,427
13TANDEMGROWTH FINANCIAL ADVISORS, LLC$341,919$165,897,528$1,642,908$167,540,436
14BULL STREET ADVISORS$1,390,435$175,194,869$175,194,869
151776 WEALTH LLC$431,707$177,000,000$177,000,000
16BAUGH & ASSOCIATES, LLC$436,338$183,254,320$7,606$183,261,926
17NOVAPOINT CAPITAL LLC$501,804$184,744,649$6,944,495$191,689,144
18ATTICUS WEALTH MANAGEMENT$509,527$189,475,091$20,959,363$210,434,454
19RED TORTOISE$1,221,364$197,380,845$480,170$197,861,015
20WEAVER CAPITAL MANAGEMENT, LLC$231,943$199,670,335$5,599,608$205,269,943
21HABER INVESTMENT COUNSEL$1,258,847$204,641,112$5,586,286$210,227,398
22PACES FERRY WEALTH ADVISORS, LLC$451,282$204,803,354$20,386,356$225,189,710
23KINGSMARK PRIVATE FINANCIAL ADVISORS, LLC$190,064$207,549,541$207,549,541
24EADS & HEALD WEALTH MANAGEMENT$770,498$218,821,309$218,821,309
25COMPASS WEALTH MANAGEMENT, LLC$246,143$221,036,000$221,036,000
26CHECKS & BALANCES, INC.$6,074,509$224,756,817$224,756,817
27HOLCOMBE FINANCIAL, INC.$449,247$233,575,675$28,784,784$262,360,459
28INVESTORS ASSET MANAGEMENT OF GEORGIA INC$530,370$236,014,857$236,014,857
29REDWOOD WEALTH MANAGEMENT, LLC$234,149$240,236,517$240,236,517
30MEADOW CREEK WEALTH ADVISORS, LLC$990,907$242,963,493$134,571,938$377,535,431
31INLIGHT WEALTH$530,621$258,833,353$14,967,215$273,800,568
32CHICORY WEALTH$225,158$260,067,558$440,431$260,507,989
33ELWOOD & GOETZ$120,283$270,876,268$270,876,268
34HC ADVISORS LLC$560,522$286,900,688$6,812,776$293,713,464
35IRC WEALTH$460,732$296,670,940$8,333,562$305,004,502
36DAY & ENNIS, LLC$399,261$312,461,141$559,468$313,020,609
37WAYPOINT WEALTH COUNSEL LLC$1,496,504$332,846,216$152,021,196$484,867,412
38MMHP INVESTMENT ADVISORS$327,096$347,375,973$347,375,973
39JAMISON PRIVATE WEALTH MANAGEMENT, INC.$1,295,196$366,135,000$10,767,000$376,902,000
40RESOURCE PLANNING GROUP, LTD.$224,045$373,730,881$647,670$374,378,551
41SAGE MOUNTAIN ADVISORS, LLC$1,354,998$422,759,521$422,759,521
42SHERRILL & HUTCHINS FINANCIAL ADVISORY INC$339,834$434,647,984$434,647,984
43BLUEROCK WEALTH MANAGEMENT, LLC$308,499$464,599,292$464,599,292
44CHATHAM CAPITAL GROUP INC$1,107,029$485,985,897$485,985,897
45FAMILY WMS, LLC$1,004,068$536,774,261$115,870,192$652,644,453
46SMITH & HOWARD WEALTH MANAGEMENT, LLC$1,009,043$565,063,878$565,063,878
47KAYS FINANCIAL ADVISORY CORP$329,639$662,245,674$662,245,674
48ROLLINS FINANCIAL INC$827,811$674,666,344$674,666,344
49AMERICAN FINANCIAL ADVISORS, LLC.$349,025$727,368,589$727,368,589
50CAHABA WEALTH MANAGEMENT, INC.$650,896$773,263,917$773,263,917
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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 Sabrina Straub.

*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.