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 | Homrich & Berg Inc | $805,814 | $7,818,765,000 | $1,110,458,000 | $8,929,223,000 |
| 2 | Brightworth, LLC | $630,123 | $4,583,516,499 | — | $4,583,516,499 |
| 3 | Signaturefd, LLC | $669,004 | $4,163,203,313 | $414,793,741 | $4,577,997,054 |
| 4 | Balentine LLC | $1,222,401 | $3,162,347,785 | $185,808,825 | $3,348,156,610 |
| 5 | Berman Capital Advisors, LLC | $2,857,293 | $871,134,735 | $2,469,041,149 | $3,340,175,884 |
| 6 | Capital Investment Advisors, LLC | $381,720 | $3,214,049,630 | $13,396,509 | $3,227,446,139 |
| 7 | Southeast Asset Advisors, LLC | $2,982,808 | $1,636,447,452 | $1,265,825,187 | $2,902,272,639 |
| 8 | ZWJ Investment Counsel Inc | $1,338,246 | $2,328,903,876 | $386,397,573 | $2,715,301,449 |
| 9 | Montag A & Associates Inc | $1,953,335 | $2,117,585,956 | $15,455,900 | $2,133,041,856 |
| 10 | TRUEWEALTH MANAGEMENT | $593,711 | $1,577,613,841 | $122,773,099 | $1,700,386,940 |
| 11 | BIP Wealth, LLC | $483,673 | $1,218,621,091 | $342,675,835 | $1,561,296,926 |
| 12 | Nicholas Hoffman & Company, LLC | $774,181 | $1,002,664,641 | $380,796,572 | $1,383,461,213 |
| 13 | BT Family Office, LLC | $14,105,263 | — | $1,340,000,000 | $1,340,000,000 |
| 14 | BT Wealth Management, LLC | $851,082 | $1,046,435,485 | $19,118,641 | $1,065,554,126 |
| 15 | Marco Investment Management LLC | $2,049,483 | $1,008,345,568 | — | $1,008,345,568 |
| 16 | Lesesne Capital Management Inc | $564,761 | $971,782,242 | $13,160,534 | $984,942,776 |
| 17 | Cahaba Wealth Management, Inc. | $1,672,481 | $949,969,014 | — | $949,969,014 |
| 18 | American Financial Advisors, LLC. | $409,823 | — | $843,006,517 | $843,006,517 |
| 19 | Sage Mountain Advisors, LLC | $10,754,632 | $752,824,239 | — | $752,824,239 |
| 20 | Family Wms, LLC | $1,140,335 | $465,262,643 | $223,499,926 | $688,762,569 |
| 21 | ROLLINS FINANCIAL INC | $827,811 | $674,666,344 | — | $674,666,344 |
| 22 | KAYS FINANCIAL ADVISORY CORP | $329,639 | $662,245,674 | — | $662,245,674 |
| 23 | Bluerock Wealth Management, LLC | $352,830 | $576,170,938 | — | $576,170,938 |
| 24 | Chatham Capital Group Inc | $1,095,708 | $543,471,274 | — | $543,471,274 |
| 25 | Sherrill & Hutchins Financial Advisory Inc | $375,042 | $498,055,537 | — | $498,055,537 |
| 26 | WAYPOINT WEALTH COUNSEL LLC | $1,496,504 | $332,846,216 | $152,021,196 | $484,867,412 |
| 27 | Jamison Private Wealth Management, Inc. | $538,248 | $423,992,074 | $8,759,287 | $432,751,361 |
| 28 | Elwood & Goetz Wealth Advisory Group, LLC | $207,155 | $419,488,424 | — | $419,488,424 |
| 29 | Meadow Creek Wealth Advisors, LLC | $961,979 | $234,334,531 | $183,164,158 | $417,498,689 |
| 30 | Smith & Howard Wealth Management, LLC | $709,998 | $396,179,117 | — | $396,179,117 |
| 31 | HC Advisors LLC | $522,634 | $353,900,376 | $28,667,478 | $382,567,854 |
| 32 | Day & Ennis, LLC | $467,129 | $360,158,131 | $932,383 | $361,090,514 |
| 33 | Murphy Middleton Hinkle & Parker, Inc. | $357,942 | $357,941,796 | — | $357,941,796 |
| 34 | Investors Research Corporation | $487,211 | $329,063,430 | $3,701,773 | $332,765,203 |
| 35 | Inlight Wealth Management, LLC | $446,260 | $317,218,996 | $15,244,371 | $332,463,367 |
| 36 | Resource Planning Group, Ltd. | $422,815 | $312,923,333 | $11,798,604 | $324,721,937 |
| 37 | Atticus Wealth Management, LLC | $546,227 | $257,290,162 | $28,932,566 | $286,222,728 |
| 38 | Holcombe Financial, Inc. | $503,445 | $255,309,171 | $29,137,190 | $284,446,361 |
| 39 | Paces Ferry Wealth Advisors, LLC | $516,451 | $241,368,306 | $41,130,361 | $282,498,667 |
| 40 | Redwood Wealth Management, LLC | $269,444 | $278,066,148 | — | $278,066,148 |
| 41 | The Money Advisor Group, LLC | $456,350 | $221,036,000 | $52,773,774 | $273,809,774 |
| 42 | Investors Asset Management Of Georgia Inc | $585,519 | $269,338,627 | — | $269,338,627 |
| 43 | Novapoint Capital LLC | $478,673 | $262,791,704 | — | $262,791,704 |
| 44 | Vickery Financial Services, Inc. | $163,240 | — | $261,347,199 | $261,347,199 |
| 45 | CHICORY WEALTH | $225,158 | $260,067,558 | $440,431 | $260,507,989 |
| 46 | Compass Wealth Management, LLC | $273,438 | $250,469,210 | — | $250,469,210 |
| 47 | 1776 Wealth LLC | $734,780 | $239,538,315 | — | $239,538,315 |
| 48 | Haber Investment Counsel, LLC | $1,335,491 | $228,658,561 | $5,052,287 | $233,710,848 |
| 49 | Regimen Wealth, LLC | $381,023 | $231,661,943 | — | $231,661,943 |
| 50 | Checks & Balances, Inc. | $6,611,824 | $231,413,835 | — | $231,413,835 |
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.
