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 | Calvary Wealth, LLC | $374,866 | $136,451,294 | — | $136,451,294 |
| 2 | R. Stewart Eads Investment Counsel, Inc. | $784,952 | $221,356,466 | — | $221,356,466 |
| 3 | Elwood & Goetz Wealth Advisory Group, LLC | $207,155 | $419,488,424 | — | $419,488,424 |
| 4 | 1776 Wealth LLC | $734,780 | $239,538,315 | — | $239,538,315 |
| 5 | ROLLINS FINANCIAL INC | $827,811 | $674,666,344 | — | $674,666,344 |
| 6 | Redwood Wealth Management, LLC | $269,444 | $278,066,148 | — | $278,066,148 |
| 7 | Sherrill & Hutchins Financial Advisory Inc | $375,042 | $498,055,537 | — | $498,055,537 |
| 8 | Murphy Middleton Hinkle & Parker, Inc. | $357,942 | $357,941,796 | — | $357,941,796 |
| 9 | Bluerock Wealth Management, LLC | $352,830 | $576,170,938 | — | $576,170,938 |
| 10 | Regimen Wealth, LLC | $381,023 | $231,661,943 | — | $231,661,943 |
| 11 | Chatham Capital Group Inc | $1,095,708 | $543,471,274 | — | $543,471,274 |
| 12 | Estate Management Counselors,LLC | $217,767 | $186,626,100 | — | $186,626,100 |
| 13 | Minerva Planning Group, Inc. | $323,397 | $121,273,710 | — | $121,273,710 |
| 14 | KAYS FINANCIAL ADVISORY CORP | $329,639 | $662,245,674 | — | $662,245,674 |
| 15 | Ironridge Wealth Management, LLC | $282,526 | $107,924,874 | — | $107,924,874 |
| 16 | Smith & Howard Wealth Management, LLC | $709,998 | $396,179,117 | — | $396,179,117 |
| 17 | Marco Investment Management LLC | $2,049,483 | $1,008,345,568 | — | $1,008,345,568 |
| 18 | Sage Mountain Advisors, LLC | $10,754,632 | $752,824,239 | — | $752,824,239 |
| 19 | Novapoint Capital LLC | $478,673 | $262,791,704 | — | $262,791,704 |
| 20 | Red Tortoise, LLC | $1,216,879 | $214,170,786 | — | $214,170,786 |
| 21 | Bull Street Advisors, LLC | $1,505,898 | $215,343,398 | — | $215,343,398 |
| 22 | Brightworth, LLC | $630,123 | $4,583,516,499 | — | $4,583,516,499 |
| 23 | Compass Wealth Management, LLC | $273,438 | $250,469,210 | — | $250,469,210 |
| 24 | Cahaba Wealth Management, Inc. | $1,672,481 | $949,969,014 | — | $949,969,014 |
| 25 | Investors Asset Management Of Georgia Inc | $585,519 | $269,338,627 | — | $269,338,627 |
| 26 | Checks & Balances, Inc. | $6,611,824 | $231,413,835 | — | $231,413,835 |
| 27 | Baugh & Associates, LLC | $480,595 | $197,520,697 | $3,663 | $197,524,360 |
| 28 | CHICORY WEALTH | $225,158 | $260,067,558 | $440,431 | $260,507,989 |
| 29 | Tandemgrowth Financial Advisors, LLC | $362,848 | $180,384,248 | $677,135 | $181,061,383 |
| 30 | Day & Ennis, LLC | $467,129 | $360,158,131 | $932,383 | $361,090,514 |
| 31 | Townsend Personal Financial Planning, LLC | $340,992 | $116,291,421 | $1,009,857 | $117,301,278 |
| 32 | George M. Hiller Companies, LLC | $349,911 | $154,622,071 | $1,438,139 | $156,060,210 |
| 33 | Wiser Wealth Management, Inc | $194,958 | $145,114,697 | $1,493,917 | $146,608,614 |
| 34 | The Keystone Financial Alliance, LLC | $307,692 | $124,330,469 | $2,746,495 | $127,076,964 |
| 35 | Aurora Investment Counsel | $1,192,401 | $166,373,620 | $2,947,273 | $169,320,893 |
| 36 | Alder Financial Group Inc | $539,234 | $133,098,356 | $3,327,870 | $136,426,226 |
| 37 | Investors Research Corporation | $487,211 | $329,063,430 | $3,701,773 | $332,765,203 |
| 38 | AP Wealth Management, LLC | $748,224 | $169,936,194 | $4,399,986 | $174,336,180 |
| 39 | Haber Investment Counsel, LLC | $1,335,491 | $228,658,561 | $5,052,287 | $233,710,848 |
| 40 | Weaver Capital Management, LLC | $233,640 | $211,720,808 | $6,732,453 | $218,453,261 |
| 41 | Antares Wealth Management, LLC | $1,288,882 | $109,095,970 | $8,192,270 | $117,288,240 |
| 42 | Jamison Private Wealth Management, Inc. | $538,248 | $423,992,074 | $8,759,287 | $432,751,361 |
| 43 | Strickland Davis Advisors LLC | $660,236 | $109,381,447 | $10,121,205 | $119,502,652 |
| 44 | Resource Planning Group, Ltd. | $422,815 | $312,923,333 | $11,798,604 | $324,721,937 |
| 45 | Lesesne Capital Management Inc | $564,761 | $971,782,242 | $13,160,534 | $984,942,776 |
| 46 | Capital Investment Advisors, LLC | $381,720 | $3,214,049,630 | $13,396,509 | $3,227,446,139 |
| 47 | Inlight Wealth Management, LLC | $446,260 | $317,218,996 | $15,244,371 | $332,463,367 |
| 48 | Montag A & Associates Inc | $1,953,335 | $2,117,585,956 | $15,455,900 | $2,133,041,856 |
| 49 | BT Wealth Management, LLC | $851,082 | $1,046,435,485 | $19,118,641 | $1,065,554,126 |
| 50 | Gutt Financial Management, LLC | $574,734 | $138,266,114 | $20,360,334 | $158,626,448 |
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.
