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
1Goodwin Investment Advisory$403,922$103,000,000$103,000,000
2Calvary Wealth, Llc$358,278$118,231,742$118,231,742
3Alder Financial Group Inc$484,876$119,596,766$1,622,302$121,219,068
4Minerva Planning Group$383,410$105,507,757$22,551,250$128,059,007
5Premis Advisors, Llc$1,243,082$24,669,000$112,070,000$136,739,000
6Integras Partners, Llc$196,865$150,011,000$150,011,000
7George M. Hiller Companies, Llc$249,841$129,956,588$23,945,353$153,901,941
8Ap Wealth Management$759,847$151,689,612$3,319,211$155,008,823
9Gutt Financial Management, Llc$491,468$147,765,024$15,402,193$163,167,217
10Estate Management Counselors,Llc$192,067$163,641,427$163,641,427
11Tandemgrowth Financial Advisors, Llc$341,919$165,897,528$1,642,908$167,540,436
12The Money Advisor Group, Llc$332,964$131,786,274$42,686,698$174,472,972
13Bull Street Advisors$1,390,435$175,194,869$175,194,869
141776 Wealth Llc$431,707$177,000,000$177,000,000
15Baugh & Associates, Llc$436,338$183,254,320$7,606$183,261,926
16Novapoint Capital Llc$501,804$184,744,649$6,944,495$191,689,144
17Red Tortoise$1,221,364$197,380,845$480,170$197,861,015
18Kingsmark Private Financial Advisors, Llc$190,064$207,549,541$207,549,541
19Haber Investment Counsel$1,258,847$204,641,112$5,586,286$210,227,398
20Atticus Wealth Management$509,527$189,475,091$20,959,363$210,434,454
21Eads & Heald Wealth Management$770,498$218,821,309$218,821,309
22Compass Wealth Management, Llc$246,143$221,036,000$221,036,000
23Checks & Balances, Inc.$6,074,509$224,756,817$224,756,817
24Paces Ferry Wealth Advisors, Llc$451,282$204,803,354$20,386,356$225,189,710
25Investors Asset Management Of Georgia Inc$530,370$236,014,857$236,014,857
26Redwood Wealth Management, Llc$234,149$240,236,517$240,236,517
27Chicory Wealth$225,158$260,067,558$440,431$260,507,989
28Holcombe Financial, Inc.$449,247$233,575,675$28,784,784$262,360,459
29Elwood & Goetz$120,283$270,876,268$270,876,268
30Inlight Wealth$530,621$258,833,353$14,967,215$273,800,568
31C.W. O'Conner Wealth Advisors, Inc.$574,949$130,000,000$150,000,000$280,000,000
32Hc Advisors Llc$560,522$286,900,688$6,812,776$293,713,464
33Irc Wealth$460,732$296,670,940$8,333,562$305,004,502
34Day & Ennis, Llc$399,261$312,461,141$559,468$313,020,609
35Mmhp Investment Advisors$327,096$347,375,973$347,375,973
36Resource Planning Group, Ltd.$224,045$373,730,881$647,670$374,378,551
37Jamison Private Wealth Management, Inc.$1,295,196$366,135,000$10,767,000$376,902,000
38Meadow Creek Wealth Advisors, Llc$990,907$242,963,493$134,571,938$377,535,431
39Sherrill & Hutchins Financial Advisory Inc$349,026$434,647,984$13,501,944$448,149,928
40Waypoint Wealth Counsel Llc$1,496,504$332,846,216$152,021,196$484,867,412
41Chatham Capital Group Inc$1,107,029$485,985,897$485,985,897
42Smith & Howard Wealth Management, Llc$1,009,043$565,063,878$565,063,878
43Family Wms, Llc$1,004,068$536,774,261$115,870,192$652,644,453
44Kays Financial Advisory Corp$329,639$662,245,674$662,245,674
45Rollins Financial Inc$827,811$674,666,344$674,666,344
46Cahaba Wealth Management, Inc.$650,896$773,263,917$773,263,917
47Marco Investment Management Llc$1,914,349$978,232,587$978,232,587
48Bt Wealth Management, Llc$901,391$994,791,367$30,991,896$1,025,783,263
49Nicholas Hoffman & Company, Llc$676,364$788,891,005$337,254,880$1,126,145,885
50Arcus Capital Partners, Llc$551,112$1,388,472,667$4,738,196$1,393,210,863
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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.