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
51ROLLINS FINANCIAL INC$827,811$674,666,344$674,666,344
52Redwood Wealth Management, LLC$269,444$278,066,148$278,066,148
53Sherrill & Hutchins Financial Advisory Inc$375,042$498,055,537$498,055,537
54Murphy Middleton Hinkle & Parker, Inc.$357,942$357,941,796$357,941,796
55Bluerock Wealth Management, LLC$352,830$576,170,938$576,170,938
56Regimen Wealth, LLC$381,023$231,661,943$231,661,943
57Chatham Capital Group Inc$1,095,708$543,471,274$543,471,274
58Estate Management Counselors,LLC$217,767$186,626,100$186,626,100
59Minerva Planning Group, Inc.$323,397$121,273,710$121,273,710
60KAYS FINANCIAL ADVISORY CORP$329,639$662,245,674$662,245,674
61Ironridge Wealth Management, LLC$282,526$107,924,874$107,924,874
62Smith & Howard Wealth Management, LLC$709,998$396,179,117$396,179,117
63Marco Investment Management LLC$2,049,483$1,008,345,568$1,008,345,568
64Sage Mountain Advisors, LLC$10,754,632$752,824,239$752,824,239
65Novapoint Capital LLC$478,673$262,791,704$262,791,704
66Red Tortoise, LLC$1,216,879$214,170,786$214,170,786
67Bull Street Advisors, LLC$1,505,898$215,343,398$215,343,398
68Brightworth, LLC$630,123$4,583,516,499$4,583,516,499
69Compass Wealth Management, LLC$273,438$250,469,210$250,469,210
70Cahaba Wealth Management, Inc.$1,672,481$949,969,014$949,969,014
71Investors Asset Management Of Georgia Inc$585,519$269,338,627$269,338,627
72Checks & Balances, Inc.$6,611,824$231,413,835$231,413,835
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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.