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
1Estate Management Counselors,Llc$192,067$163,641,427$163,641,427
2Kingsmark Private Financial Advisors, Llc$190,064$207,549,541$207,549,541
3Goodwin Investment Advisory$403,922$103,000,000$103,000,000
4Rollins Financial Inc$827,811$674,666,344$674,666,344
5Kays Financial Advisory Corp$329,639$662,245,674$662,245,674
6Brightworth, Llc$577,660$4,034,376,256$4,034,376,256
7Brightworth, Llc$577,660$4,034,376,256$4,034,376,256
8Redwood Wealth Management, Llc$234,149$240,236,517$240,236,517
9Investors Asset Management Of Georgia Inc$530,370$236,014,857$236,014,857
10Integras Partners, Llc$196,865$150,011,000$150,011,000
11Marco Investment Management Llc$1,914,349$978,232,587$978,232,587
12Checks & Balances, Inc.$6,074,509$224,756,817$224,756,817
13Calvary Wealth, Llc$358,278$118,231,742$118,231,742
141776 Wealth Llc$431,707$177,000,000$177,000,000
15Compass Wealth Management, Llc$246,143$221,036,000$221,036,000
16Smith & Howard Wealth Management, Llc$1,009,043$565,063,878$565,063,878
17Bull Street Advisors$1,390,435$175,194,869$175,194,869
18Eads & Heald Wealth Management$770,498$218,821,309$218,821,309
19Elwood & Goetz$120,283$270,876,268$270,876,268
20Cahaba Wealth Management, Inc.$650,896$773,263,917$773,263,917
21Chatham Capital Group Inc$1,107,029$485,985,897$485,985,897
22Mmhp Investment Advisors$327,096$347,375,973$347,375,973
23Baugh & Associates, Llc$436,338$183,254,320$7,606$183,261,926
24Chicory Wealth$225,158$260,067,558$440,431$260,507,989
25Red Tortoise$1,221,364$197,380,845$480,170$197,861,015
26Day & Ennis, Llc$399,261$312,461,141$559,468$313,020,609
27Resource Planning Group, Ltd.$224,045$373,730,881$647,670$374,378,551
28Alder Financial Group Inc$484,876$119,596,766$1,622,302$121,219,068
29Tandemgrowth Financial Advisors, Llc$341,919$165,897,528$1,642,908$167,540,436
30Ap Wealth Management$759,847$151,689,612$3,319,211$155,008,823
31Arcus Capital Partners, Llc$551,112$1,388,472,667$4,738,196$1,393,210,863
32Haber Investment Counsel$1,258,847$204,641,112$5,586,286$210,227,398
33Hc Advisors Llc$560,522$286,900,688$6,812,776$293,713,464
34Novapoint Capital Llc$501,804$184,744,649$6,944,495$191,689,144
35Irc Wealth$460,732$296,670,940$8,333,562$305,004,502
36Jamison Private Wealth Management, Inc.$1,295,196$366,135,000$10,767,000$376,902,000
37Sherrill & Hutchins Financial Advisory Inc$349,026$434,647,984$13,501,944$448,149,928
38Inlight Wealth$530,621$258,833,353$14,967,215$273,800,568
39Gutt Financial Management, Llc$491,468$147,765,024$15,402,193$163,167,217
40Paces Ferry Wealth Advisors, Llc$451,282$204,803,354$20,386,356$225,189,710
41Atticus Wealth Management$509,527$189,475,091$20,959,363$210,434,454
42Minerva Planning Group$383,410$105,507,757$22,551,250$128,059,007
43George M. Hiller Companies, Llc$249,841$129,956,588$23,945,353$153,901,941
44Holcombe Financial, Inc.$449,247$233,575,675$28,784,784$262,360,459
45Bt Wealth Management, Llc$901,391$994,791,367$30,991,896$1,025,783,263
46The Money Advisor Group, Llc$332,964$131,786,274$42,686,698$174,472,972
47Premis Advisors, Llc$1,243,082$24,669,000$112,070,000$136,739,000
48Family Wms, Llc$1,004,068$536,774,261$115,870,192$652,644,453
49Truewealth Management$593,711$1,577,613,841$122,773,099$1,700,386,940
50Meadow Creek Wealth Advisors, Llc$990,907$242,963,493$134,571,938$377,535,431
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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.