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 | Ironridge Wealth Management, LLC | $282,526 | $107,924,874 | — | $107,924,874 |
| 2 | Antares Wealth Management, LLC | $1,288,882 | $109,095,970 | $8,192,270 | $117,288,240 |
| 3 | Townsend Personal Financial Planning, LLC | $340,992 | $116,291,421 | $1,009,857 | $117,301,278 |
| 4 | Strickland Davis Advisors LLC | $660,236 | $109,381,447 | $10,121,205 | $119,502,652 |
| 5 | Minerva Planning Group, Inc. | $323,397 | $121,273,710 | — | $121,273,710 |
| 6 | The Keystone Financial Alliance, LLC | $307,692 | $124,330,469 | $2,746,495 | $127,076,964 |
| 7 | Alder Financial Group Inc | $539,234 | $133,098,356 | $3,327,870 | $136,426,226 |
| 8 | Calvary Wealth, LLC | $374,866 | $136,451,294 | — | $136,451,294 |
| 9 | Wiser Wealth Management, Inc | $194,958 | $145,114,697 | $1,493,917 | $146,608,614 |
| 10 | George M. Hiller Companies, LLC | $349,911 | $154,622,071 | $1,438,139 | $156,060,210 |
| 11 | Gutt Financial Management, LLC | $574,734 | $138,266,114 | $20,360,334 | $158,626,448 |
| 12 | Premis Advisors, LLC | $1,298,930 | $26,239,191 | $138,724,914 | $164,964,105 |
| 13 | Anson Capital, Inc. | $367,158 | $131,020,181 | $37,138,018 | $168,158,199 |
| 14 | Aurora Investment Counsel | $1,192,401 | $166,373,620 | $2,947,273 | $169,320,893 |
| 15 | AP Wealth Management, LLC | $748,224 | $169,936,194 | $4,399,986 | $174,336,180 |
| 16 | Tandemgrowth Financial Advisors, LLC | $362,848 | $180,384,248 | $677,135 | $181,061,383 |
| 17 | Estate Management Counselors,LLC | $217,767 | $186,626,100 | — | $186,626,100 |
| 18 | Baugh & Associates, LLC | $480,595 | $197,520,697 | $3,663 | $197,524,360 |
| 19 | Red Tortoise, LLC | $1,216,879 | $214,170,786 | — | $214,170,786 |
| 20 | Bull Street Advisors, LLC | $1,505,898 | $215,343,398 | — | $215,343,398 |
| 21 | Weaver Capital Management, LLC | $233,640 | $211,720,808 | $6,732,453 | $218,453,261 |
| 22 | R. Stewart Eads Investment Counsel, Inc. | $784,952 | $221,356,466 | — | $221,356,466 |
| 23 | Checks & Balances, Inc. | $6,611,824 | $231,413,835 | — | $231,413,835 |
| 24 | Regimen Wealth, LLC | $381,023 | $231,661,943 | — | $231,661,943 |
| 25 | Haber Investment Counsel, LLC | $1,335,491 | $228,658,561 | $5,052,287 | $233,710,848 |
| 26 | 1776 Wealth LLC | $734,780 | $239,538,315 | — | $239,538,315 |
| 27 | Compass Wealth Management, LLC | $273,438 | $250,469,210 | — | $250,469,210 |
| 28 | CHICORY WEALTH | $225,158 | $260,067,558 | $440,431 | $260,507,989 |
| 29 | Vickery Financial Services, Inc. | $163,240 | — | $261,347,199 | $261,347,199 |
| 30 | Novapoint Capital LLC | $478,673 | $262,791,704 | — | $262,791,704 |
| 31 | Investors Asset Management Of Georgia Inc | $585,519 | $269,338,627 | — | $269,338,627 |
| 32 | The Money Advisor Group, LLC | $456,350 | $221,036,000 | $52,773,774 | $273,809,774 |
| 33 | Redwood Wealth Management, LLC | $269,444 | $278,066,148 | — | $278,066,148 |
| 34 | Paces Ferry Wealth Advisors, LLC | $516,451 | $241,368,306 | $41,130,361 | $282,498,667 |
| 35 | Holcombe Financial, Inc. | $503,445 | $255,309,171 | $29,137,190 | $284,446,361 |
| 36 | Atticus Wealth Management, LLC | $546,227 | $257,290,162 | $28,932,566 | $286,222,728 |
| 37 | Resource Planning Group, Ltd. | $422,815 | $312,923,333 | $11,798,604 | $324,721,937 |
| 38 | Inlight Wealth Management, LLC | $446,260 | $317,218,996 | $15,244,371 | $332,463,367 |
| 39 | Investors Research Corporation | $487,211 | $329,063,430 | $3,701,773 | $332,765,203 |
| 40 | Murphy Middleton Hinkle & Parker, Inc. | $357,942 | $357,941,796 | — | $357,941,796 |
| 41 | Day & Ennis, LLC | $467,129 | $360,158,131 | $932,383 | $361,090,514 |
| 42 | HC Advisors LLC | $522,634 | $353,900,376 | $28,667,478 | $382,567,854 |
| 43 | Smith & Howard Wealth Management, LLC | $709,998 | $396,179,117 | — | $396,179,117 |
| 44 | Meadow Creek Wealth Advisors, LLC | $961,979 | $234,334,531 | $183,164,158 | $417,498,689 |
| 45 | Elwood & Goetz Wealth Advisory Group, LLC | $207,155 | $419,488,424 | — | $419,488,424 |
| 46 | Jamison Private Wealth Management, Inc. | $538,248 | $423,992,074 | $8,759,287 | $432,751,361 |
| 47 | WAYPOINT WEALTH COUNSEL LLC | $1,496,504 | $332,846,216 | $152,021,196 | $484,867,412 |
| 48 | Sherrill & Hutchins Financial Advisory Inc | $375,042 | $498,055,537 | — | $498,055,537 |
| 49 | Chatham Capital Group Inc | $1,095,708 | $543,471,274 | — | $543,471,274 |
| 50 | Bluerock Wealth Management, LLC | $352,830 | $576,170,938 | — | $576,170,938 |
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.
