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
1Ironridge Wealth Management, LLC$282,526$107,924,874$107,924,874
2Antares Wealth Management, LLC$1,288,882$109,095,970$8,192,270$117,288,240
3Townsend Personal Financial Planning, LLC$340,992$116,291,421$1,009,857$117,301,278
4Strickland Davis Advisors LLC$660,236$109,381,447$10,121,205$119,502,652
5Minerva Planning Group, Inc.$323,397$121,273,710$121,273,710
6The Keystone Financial Alliance, LLC$307,692$124,330,469$2,746,495$127,076,964
7Alder Financial Group Inc$539,234$133,098,356$3,327,870$136,426,226
8Calvary Wealth, LLC$374,866$136,451,294$136,451,294
9Wiser Wealth Management, Inc$194,958$145,114,697$1,493,917$146,608,614
10George M. Hiller Companies, LLC$349,911$154,622,071$1,438,139$156,060,210
11Gutt Financial Management, LLC$574,734$138,266,114$20,360,334$158,626,448
12Premis Advisors, LLC$1,298,930$26,239,191$138,724,914$164,964,105
13Anson Capital, Inc.$367,158$131,020,181$37,138,018$168,158,199
14Aurora Investment Counsel$1,192,401$166,373,620$2,947,273$169,320,893
15AP Wealth Management, LLC$748,224$169,936,194$4,399,986$174,336,180
16Tandemgrowth Financial Advisors, LLC$362,848$180,384,248$677,135$181,061,383
17Estate Management Counselors,LLC$217,767$186,626,100$186,626,100
18Baugh & Associates, LLC$480,595$197,520,697$3,663$197,524,360
19Red Tortoise, LLC$1,216,879$214,170,786$214,170,786
20Bull Street Advisors, LLC$1,505,898$215,343,398$215,343,398
21Weaver Capital Management, LLC$233,640$211,720,808$6,732,453$218,453,261
22R. Stewart Eads Investment Counsel, Inc.$784,952$221,356,466$221,356,466
23Checks & Balances, Inc.$6,611,824$231,413,835$231,413,835
24Regimen Wealth, LLC$381,023$231,661,943$231,661,943
25Haber Investment Counsel, LLC$1,335,491$228,658,561$5,052,287$233,710,848
261776 Wealth LLC$734,780$239,538,315$239,538,315
27Compass Wealth Management, LLC$273,438$250,469,210$250,469,210
28CHICORY WEALTH$225,158$260,067,558$440,431$260,507,989
29Vickery Financial Services, Inc.$163,240$261,347,199$261,347,199
30Novapoint Capital LLC$478,673$262,791,704$262,791,704
31Investors Asset Management Of Georgia Inc$585,519$269,338,627$269,338,627
32The Money Advisor Group, LLC$456,350$221,036,000$52,773,774$273,809,774
33Redwood Wealth Management, LLC$269,444$278,066,148$278,066,148
34Paces Ferry Wealth Advisors, LLC$516,451$241,368,306$41,130,361$282,498,667
35Holcombe Financial, Inc.$503,445$255,309,171$29,137,190$284,446,361
36Atticus Wealth Management, LLC$546,227$257,290,162$28,932,566$286,222,728
37Resource Planning Group, Ltd.$422,815$312,923,333$11,798,604$324,721,937
38Inlight Wealth Management, LLC$446,260$317,218,996$15,244,371$332,463,367
39Investors Research Corporation$487,211$329,063,430$3,701,773$332,765,203
40Murphy Middleton Hinkle & Parker, Inc.$357,942$357,941,796$357,941,796
41Day & Ennis, LLC$467,129$360,158,131$932,383$361,090,514
42HC Advisors LLC$522,634$353,900,376$28,667,478$382,567,854
43Smith & Howard Wealth Management, LLC$709,998$396,179,117$396,179,117
44Meadow Creek Wealth Advisors, LLC$961,979$234,334,531$183,164,158$417,498,689
45Elwood & Goetz Wealth Advisory Group, LLC$207,155$419,488,424$419,488,424
46Jamison Private Wealth Management, Inc.$538,248$423,992,074$8,759,287$432,751,361
47WAYPOINT WEALTH COUNSEL LLC$1,496,504$332,846,216$152,021,196$484,867,412
48Sherrill & Hutchins Financial Advisory Inc$375,042$498,055,537$498,055,537
49Chatham Capital Group Inc$1,095,708$543,471,274$543,471,274
50Bluerock Wealth Management, LLC$352,830$576,170,938$576,170,938
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Showing 1 to 50 of 72 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 Research.

Reprints: For reprints of these rankings, please contact Caroline Murphy.

*Methodology: InvestmentNews qualified 2,756 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2020, (2) total AUM is at least $100M, (3) does not have employees who are registered representatives of a broker-dealer, (4) managed assets for individual 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 July 2021.