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
1Premis Advisors, Llc$1,243,082$24,669,000$112,070,000$136,739,000
2Goodwin Investment Advisory$403,922$103,000,000$103,000,000
3Minerva Planning Group$383,410$105,507,757$22,551,250$128,059,007
4Calvary Wealth, Llc$358,278$118,231,742$118,231,742
5Alder Financial Group Inc$484,876$119,596,766$1,622,302$121,219,068
6George M. Hiller Companies, Llc$249,841$129,956,588$23,945,353$153,901,941
7C.W. O'Conner Wealth Advisors, Inc.$574,949$130,000,000$150,000,000$280,000,000
8The Money Advisor Group, Llc$332,964$131,786,274$42,686,698$174,472,972
9Gutt Financial Management, Llc$491,468$147,765,024$15,402,193$163,167,217
10Integras Partners, Llc$196,865$150,011,000$150,011,000
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
20Haber Investment Counsel$1,258,847$204,641,112$5,586,286$210,227,398
21Paces Ferry Wealth Advisors, Llc$451,282$204,803,354$20,386,356$225,189,710
22Kingsmark Private Financial Advisors, Llc$190,064$207,549,541$207,549,541
23Eads & Heald Wealth Management$770,498$218,821,309$218,821,309
24Compass Wealth Management, Llc$246,143$221,036,000$221,036,000
25Checks & Balances, Inc.$6,074,509$224,756,817$224,756,817
26Holcombe Financial, Inc.$449,247$233,575,675$28,784,784$262,360,459
27Investors Asset Management Of Georgia Inc$530,370$236,014,857$236,014,857
28Redwood Wealth Management, Llc$234,149$240,236,517$240,236,517
29Meadow Creek Wealth Advisors, Llc$990,907$242,963,493$134,571,938$377,535,431
30Inlight Wealth$530,621$258,833,353$14,967,215$273,800,568
31Chicory Wealth$225,158$260,067,558$440,431$260,507,989
32Elwood & Goetz$120,283$270,876,268$270,876,268
33Hc Advisors Llc$560,522$286,900,688$6,812,776$293,713,464
34Irc Wealth$460,732$296,670,940$8,333,562$305,004,502
35Day & Ennis, Llc$399,261$312,461,141$559,468$313,020,609
36Waypoint Wealth Counsel Llc$1,496,504$332,846,216$152,021,196$484,867,412
37Mmhp Investment Advisors$327,096$347,375,973$347,375,973
38Jamison Private Wealth Management, Inc.$1,295,196$366,135,000$10,767,000$376,902,000
39Resource Planning Group, Ltd.$224,045$373,730,881$647,670$374,378,551
40Sherrill & Hutchins Financial Advisory Inc$349,026$434,647,984$13,501,944$448,149,928
41Chatham Capital Group Inc$1,107,029$485,985,897$485,985,897
42Family Wms, Llc$1,004,068$536,774,261$115,870,192$652,644,453
43Smith & Howard Wealth Management, Llc$1,009,043$565,063,878$565,063,878
44Kays Financial Advisory Corp$329,639$662,245,674$662,245,674
45Rollins Financial Inc$827,811$674,666,344$674,666,344
46Cahaba Wealth Management, Inc.$650,896$773,263,917$773,263,917
47Nicholas Hoffman & Company, Llc$676,364$788,891,005$337,254,880$1,126,145,885
48Marco Investment Management Llc$1,914,349$978,232,587$978,232,587
49Bt Wealth Management, Llc$901,391$994,791,367$30,991,896$1,025,783,263
50Berman Capital Advisors, Llc$3,517,923$1,060,812,699$1,658,541,970$2,719,354,669
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Showing 1 to 50 of 61 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 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.