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
51KAYS FINANCIAL ADVISORY CORP$329,639$662,245,674$662,245,674
52ROLLINS FINANCIAL INC$827,811$674,666,344$674,666,344
53Family Wms, LLC$1,140,335$465,262,643$223,499,926$688,762,569
54Sage Mountain Advisors, LLC$10,754,632$752,824,239$752,824,239
55American Financial Advisors, LLC.$409,823$843,006,517$843,006,517
56Cahaba Wealth Management, Inc.$1,672,481$949,969,014$949,969,014
57Lesesne Capital Management Inc$564,761$971,782,242$13,160,534$984,942,776
58Marco Investment Management LLC$2,049,483$1,008,345,568$1,008,345,568
59BT Wealth Management, LLC$851,082$1,046,435,485$19,118,641$1,065,554,126
60BT Family Office, LLC$14,105,263$1,340,000,000$1,340,000,000
61Nicholas Hoffman & Company, LLC$774,181$1,002,664,641$380,796,572$1,383,461,213
62BIP Wealth, LLC$483,673$1,218,621,091$342,675,835$1,561,296,926
63TRUEWEALTH MANAGEMENT$593,711$1,577,613,841$122,773,099$1,700,386,940
64Montag A & Associates Inc$1,953,335$2,117,585,956$15,455,900$2,133,041,856
65ZWJ Investment Counsel Inc$1,338,246$2,328,903,876$386,397,573$2,715,301,449
66Southeast Asset Advisors, LLC$2,982,808$1,636,447,452$1,265,825,187$2,902,272,639
67Capital Investment Advisors, LLC$381,720$3,214,049,630$13,396,509$3,227,446,139
68Berman Capital Advisors, LLC$2,857,293$871,134,735$2,469,041,149$3,340,175,884
69Balentine LLC$1,222,401$3,162,347,785$185,808,825$3,348,156,610
70Signaturefd, LLC$669,004$4,163,203,313$414,793,741$4,577,997,054
71Brightworth, LLC$630,123$4,583,516,499$4,583,516,499
72Homrich & Berg Inc$805,814$7,818,765,000$1,110,458,000$8,929,223,000
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For more information about the RIA Data Center, please contact InvestmentNews Data.

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*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.