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
1Calvary Wealth, LLC$374,866$136,451,294$136,451,294
2R. Stewart Eads Investment Counsel, Inc.$784,952$221,356,466$221,356,466
3Elwood & Goetz Wealth Advisory Group, LLC$207,155$419,488,424$419,488,424
41776 Wealth LLC$734,780$239,538,315$239,538,315
5ROLLINS FINANCIAL INC$827,811$674,666,344$674,666,344
6Redwood Wealth Management, LLC$269,444$278,066,148$278,066,148
7Sherrill & Hutchins Financial Advisory Inc$375,042$498,055,537$498,055,537
8Murphy Middleton Hinkle & Parker, Inc.$357,942$357,941,796$357,941,796
9Bluerock Wealth Management, LLC$352,830$576,170,938$576,170,938
10Regimen Wealth, LLC$381,023$231,661,943$231,661,943
11Chatham Capital Group Inc$1,095,708$543,471,274$543,471,274
12Estate Management Counselors,LLC$217,767$186,626,100$186,626,100
13Minerva Planning Group, Inc.$323,397$121,273,710$121,273,710
14KAYS FINANCIAL ADVISORY CORP$329,639$662,245,674$662,245,674
15Ironridge Wealth Management, LLC$282,526$107,924,874$107,924,874
16Smith & Howard Wealth Management, LLC$709,998$396,179,117$396,179,117
17Marco Investment Management LLC$2,049,483$1,008,345,568$1,008,345,568
18Sage Mountain Advisors, LLC$10,754,632$752,824,239$752,824,239
19Novapoint Capital LLC$478,673$262,791,704$262,791,704
20Red Tortoise, LLC$1,216,879$214,170,786$214,170,786
21Bull Street Advisors, LLC$1,505,898$215,343,398$215,343,398
22Brightworth, LLC$630,123$4,583,516,499$4,583,516,499
23Compass Wealth Management, LLC$273,438$250,469,210$250,469,210
24Cahaba Wealth Management, Inc.$1,672,481$949,969,014$949,969,014
25Investors Asset Management Of Georgia Inc$585,519$269,338,627$269,338,627
26Checks & Balances, Inc.$6,611,824$231,413,835$231,413,835
27Baugh & Associates, LLC$480,595$197,520,697$3,663$197,524,360
28CHICORY WEALTH$225,158$260,067,558$440,431$260,507,989
29Tandemgrowth Financial Advisors, LLC$362,848$180,384,248$677,135$181,061,383
30Day & Ennis, LLC$467,129$360,158,131$932,383$361,090,514
31Townsend Personal Financial Planning, LLC$340,992$116,291,421$1,009,857$117,301,278
32George M. Hiller Companies, LLC$349,911$154,622,071$1,438,139$156,060,210
33Wiser Wealth Management, Inc$194,958$145,114,697$1,493,917$146,608,614
34The Keystone Financial Alliance, LLC$307,692$124,330,469$2,746,495$127,076,964
35Aurora Investment Counsel$1,192,401$166,373,620$2,947,273$169,320,893
36Alder Financial Group Inc$539,234$133,098,356$3,327,870$136,426,226
37Investors Research Corporation$487,211$329,063,430$3,701,773$332,765,203
38AP Wealth Management, LLC$748,224$169,936,194$4,399,986$174,336,180
39Haber Investment Counsel, LLC$1,335,491$228,658,561$5,052,287$233,710,848
40Weaver Capital Management, LLC$233,640$211,720,808$6,732,453$218,453,261
41Antares Wealth Management, LLC$1,288,882$109,095,970$8,192,270$117,288,240
42Jamison Private Wealth Management, Inc.$538,248$423,992,074$8,759,287$432,751,361
43Strickland Davis Advisors LLC$660,236$109,381,447$10,121,205$119,502,652
44Resource Planning Group, Ltd.$422,815$312,923,333$11,798,604$324,721,937
45Lesesne Capital Management Inc$564,761$971,782,242$13,160,534$984,942,776
46Capital Investment Advisors, LLC$381,720$3,214,049,630$13,396,509$3,227,446,139
47Inlight Wealth Management, LLC$446,260$317,218,996$15,244,371$332,463,367
48Montag A & Associates Inc$1,953,335$2,117,585,956$15,455,900$2,133,041,856
49BT Wealth Management, LLC$851,082$1,046,435,485$19,118,641$1,065,554,126
50Gutt Financial Management, LLC$574,734$138,266,114$20,360,334$158,626,448
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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 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.