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 | Premis Advisors, Llc | $1,243,082 | $24,669,000 | $112,070,000 | $136,739,000 |
| 2 | Goodwin Investment Advisory | $403,922 | $103,000,000 | — | $103,000,000 |
| 3 | Minerva Planning Group | $383,410 | $105,507,757 | $22,551,250 | $128,059,007 |
| 4 | Calvary Wealth, Llc | $358,278 | $118,231,742 | — | $118,231,742 |
| 5 | Alder Financial Group Inc | $484,876 | $119,596,766 | $1,622,302 | $121,219,068 |
| 6 | George M. Hiller Companies, Llc | $249,841 | $129,956,588 | $23,945,353 | $153,901,941 |
| 7 | C.W. O'Conner Wealth Advisors, Inc. | $574,949 | $130,000,000 | $150,000,000 | $280,000,000 |
| 8 | The Money Advisor Group, Llc | $332,964 | $131,786,274 | $42,686,698 | $174,472,972 |
| 9 | Gutt Financial Management, Llc | $491,468 | $147,765,024 | $15,402,193 | $163,167,217 |
| 10 | Integras Partners, Llc | $196,865 | $150,011,000 | — | $150,011,000 |
| 11 | Ap Wealth Management | $759,847 | $151,689,612 | $3,319,211 | $155,008,823 |
| 12 | Estate Management Counselors,Llc | $192,067 | $163,641,427 | — | $163,641,427 |
| 13 | Tandemgrowth Financial Advisors, Llc | $341,919 | $165,897,528 | $1,642,908 | $167,540,436 |
| 14 | Bull Street Advisors | $1,390,435 | $175,194,869 | — | $175,194,869 |
| 15 | 1776 Wealth Llc | $431,707 | $177,000,000 | — | $177,000,000 |
| 16 | Baugh & Associates, Llc | $436,338 | $183,254,320 | $7,606 | $183,261,926 |
| 17 | Novapoint Capital Llc | $501,804 | $184,744,649 | $6,944,495 | $191,689,144 |
| 18 | Atticus Wealth Management | $509,527 | $189,475,091 | $20,959,363 | $210,434,454 |
| 19 | Red Tortoise | $1,221,364 | $197,380,845 | $480,170 | $197,861,015 |
| 20 | Haber Investment Counsel | $1,258,847 | $204,641,112 | $5,586,286 | $210,227,398 |
| 21 | Paces Ferry Wealth Advisors, Llc | $451,282 | $204,803,354 | $20,386,356 | $225,189,710 |
| 22 | Kingsmark Private Financial Advisors, Llc | $190,064 | $207,549,541 | — | $207,549,541 |
| 23 | Eads & Heald Wealth Management | $770,498 | $218,821,309 | — | $218,821,309 |
| 24 | Compass Wealth Management, Llc | $246,143 | $221,036,000 | — | $221,036,000 |
| 25 | Checks & Balances, Inc. | $6,074,509 | $224,756,817 | — | $224,756,817 |
| 26 | Holcombe Financial, Inc. | $449,247 | $233,575,675 | $28,784,784 | $262,360,459 |
| 27 | Investors Asset Management Of Georgia Inc | $530,370 | $236,014,857 | — | $236,014,857 |
| 28 | Redwood Wealth Management, Llc | $234,149 | $240,236,517 | — | $240,236,517 |
| 29 | Meadow Creek Wealth Advisors, Llc | $990,907 | $242,963,493 | $134,571,938 | $377,535,431 |
| 30 | Inlight Wealth | $530,621 | $258,833,353 | $14,967,215 | $273,800,568 |
| 31 | Chicory Wealth | $225,158 | $260,067,558 | $440,431 | $260,507,989 |
| 32 | Elwood & Goetz | $120,283 | $270,876,268 | — | $270,876,268 |
| 33 | Hc Advisors Llc | $560,522 | $286,900,688 | $6,812,776 | $293,713,464 |
| 34 | Irc Wealth | $460,732 | $296,670,940 | $8,333,562 | $305,004,502 |
| 35 | Day & Ennis, Llc | $399,261 | $312,461,141 | $559,468 | $313,020,609 |
| 36 | Waypoint Wealth Counsel Llc | $1,496,504 | $332,846,216 | $152,021,196 | $484,867,412 |
| 37 | Mmhp Investment Advisors | $327,096 | $347,375,973 | — | $347,375,973 |
| 38 | Jamison Private Wealth Management, Inc. | $1,295,196 | $366,135,000 | $10,767,000 | $376,902,000 |
| 39 | Resource Planning Group, Ltd. | $224,045 | $373,730,881 | $647,670 | $374,378,551 |
| 40 | Sherrill & Hutchins Financial Advisory Inc | $349,026 | $434,647,984 | $13,501,944 | $448,149,928 |
| 41 | Chatham Capital Group Inc | $1,107,029 | $485,985,897 | — | $485,985,897 |
| 42 | Family Wms, Llc | $1,004,068 | $536,774,261 | $115,870,192 | $652,644,453 |
| 43 | Smith & Howard Wealth Management, Llc | $1,009,043 | $565,063,878 | — | $565,063,878 |
| 44 | Kays Financial Advisory Corp | $329,639 | $662,245,674 | — | $662,245,674 |
| 45 | Rollins Financial Inc | $827,811 | $674,666,344 | — | $674,666,344 |
| 46 | Cahaba Wealth Management, Inc. | $650,896 | $773,263,917 | — | $773,263,917 |
| 47 | Nicholas Hoffman & Company, Llc | $676,364 | $788,891,005 | $337,254,880 | $1,126,145,885 |
| 48 | Marco Investment Management Llc | $1,914,349 | $978,232,587 | — | $978,232,587 |
| 49 | Bt Wealth Management, Llc | $901,391 | $994,791,367 | $30,991,896 | $1,025,783,263 |
| 50 | Berman Capital Advisors, Llc | $3,517,923 | $1,060,812,699 | $1,658,541,970 | $2,719,354,669 |
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.
