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
1American Financial Advisors, LLC.$409,823$843,006,517$843,006,517
2BT Family Office, LLC$14,105,263$1,340,000,000$1,340,000,000
3Vickery Financial Services, Inc.$163,240$261,347,199$261,347,199
4Premis Advisors, LLC$1,298,930$26,239,191$138,724,914$164,964,105
5Ironridge Wealth Management, LLC$282,526$107,924,874$107,924,874
6Antares Wealth Management, LLC$1,288,882$109,095,970$8,192,270$117,288,240
7Strickland Davis Advisors LLC$660,236$109,381,447$10,121,205$119,502,652
8Townsend Personal Financial Planning, LLC$340,992$116,291,421$1,009,857$117,301,278
9Minerva Planning Group, Inc.$323,397$121,273,710$121,273,710
10The Keystone Financial Alliance, LLC$307,692$124,330,469$2,746,495$127,076,964
11Anson Capital, Inc.$367,158$131,020,181$37,138,018$168,158,199
12Alder Financial Group Inc$539,234$133,098,356$3,327,870$136,426,226
13Calvary Wealth, LLC$374,866$136,451,294$136,451,294
14Gutt Financial Management, LLC$574,734$138,266,114$20,360,334$158,626,448
15Wiser Wealth Management, Inc$194,958$145,114,697$1,493,917$146,608,614
16George M. Hiller Companies, LLC$349,911$154,622,071$1,438,139$156,060,210
17Aurora Investment Counsel$1,192,401$166,373,620$2,947,273$169,320,893
18AP Wealth Management, LLC$748,224$169,936,194$4,399,986$174,336,180
19Tandemgrowth Financial Advisors, LLC$362,848$180,384,248$677,135$181,061,383
20Estate Management Counselors,LLC$217,767$186,626,100$186,626,100
21Baugh & Associates, LLC$480,595$197,520,697$3,663$197,524,360
22Weaver Capital Management, LLC$233,640$211,720,808$6,732,453$218,453,261
23Red Tortoise, LLC$1,216,879$214,170,786$214,170,786
24Bull Street Advisors, LLC$1,505,898$215,343,398$215,343,398
25The Money Advisor Group, LLC$456,350$221,036,000$52,773,774$273,809,774
26R. Stewart Eads Investment Counsel, Inc.$784,952$221,356,466$221,356,466
27Haber Investment Counsel, LLC$1,335,491$228,658,561$5,052,287$233,710,848
28Checks & Balances, Inc.$6,611,824$231,413,835$231,413,835
29Regimen Wealth, LLC$381,023$231,661,943$231,661,943
30Meadow Creek Wealth Advisors, LLC$961,979$234,334,531$183,164,158$417,498,689
311776 Wealth LLC$734,780$239,538,315$239,538,315
32Paces Ferry Wealth Advisors, LLC$516,451$241,368,306$41,130,361$282,498,667
33Compass Wealth Management, LLC$273,438$250,469,210$250,469,210
34Holcombe Financial, Inc.$503,445$255,309,171$29,137,190$284,446,361
35Atticus Wealth Management, LLC$546,227$257,290,162$28,932,566$286,222,728
36CHICORY WEALTH$225,158$260,067,558$440,431$260,507,989
37Novapoint Capital LLC$478,673$262,791,704$262,791,704
38Investors Asset Management Of Georgia Inc$585,519$269,338,627$269,338,627
39Redwood Wealth Management, LLC$269,444$278,066,148$278,066,148
40Resource Planning Group, Ltd.$422,815$312,923,333$11,798,604$324,721,937
41Inlight Wealth Management, LLC$446,260$317,218,996$15,244,371$332,463,367
42Investors Research Corporation$487,211$329,063,430$3,701,773$332,765,203
43WAYPOINT WEALTH COUNSEL LLC$1,496,504$332,846,216$152,021,196$484,867,412
44HC Advisors LLC$522,634$353,900,376$28,667,478$382,567,854
45Murphy Middleton Hinkle & Parker, Inc.$357,942$357,941,796$357,941,796
46Day & Ennis, LLC$467,129$360,158,131$932,383$361,090,514
47Smith & Howard Wealth Management, LLC$709,998$396,179,117$396,179,117
48Elwood & Goetz Wealth Advisory Group, LLC$207,155$419,488,424$419,488,424
49Jamison Private Wealth Management, Inc.$538,248$423,992,074$8,759,287$432,751,361
50Family Wms, LLC$1,140,335$465,262,643$223,499,926$688,762,569
Next Page »

Showing 1 to 50 of 72 entries

Page 1 | 2

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.