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
1HOMRICH BERG$797,220$6,441,699,297$543,543,888$6,985,243,185
2BRIGHTWORTH, LLC$577,660$4,034,376,256$4,034,376,256
3SIGNATUREFD, LLC$622,617$3,228,832,293$682,446,274$3,911,278,567
4CAPITAL INVESTMENT ADVISORS, LLC$373,510$2,880,700,000$14,000,000$2,894,700,000
5BALENTINE$1,285,240$2,428,168,919$341,522,431$2,769,691,350
6BERMAN CAPITAL ADVISORS, LLC$3,517,923$1,060,812,699$1,658,541,970$2,719,354,669
7SOUTHEAST ASSET ADVISORS, LLC$2,385,658$1,395,821,685$1,147,289,782$2,543,111,467
8MONTAG$1,713,996$1,913,201,271$234,436,216$2,147,637,487
9TRUEWEALTH MANAGEMENT$593,711$1,577,613,841$122,773,099$1,700,386,940
10BIP WEALTH, LLC$369,517$969,081,128$337,160,799$1,306,241,927
11NICHOLAS HOFFMAN & COMPANY, LLC$676,364$788,891,005$337,254,880$1,126,145,885
12BT WEALTH MANAGEMENT, LLC$901,391$994,791,367$30,991,896$1,025,783,263
13MARCO INVESTMENT MANAGEMENT LLC$1,914,349$978,232,587$978,232,587
14OAKBRIDGE PARTNERS, LTD.$529,341$868,003,696$17,582,988$885,586,684
15CAHABA WEALTH MANAGEMENT, INC.$650,896$773,263,917$773,263,917
16AMERICAN FINANCIAL ADVISORS, LLC.$349,025$727,368,589$727,368,589
17ROLLINS FINANCIAL INC$827,811$674,666,344$674,666,344
18KAYS FINANCIAL ADVISORY CORP$329,639$662,245,674$662,245,674
19FAMILY WMS, LLC$1,004,068$536,774,261$115,870,192$652,644,453
20SMITH & HOWARD WEALTH MANAGEMENT, LLC$1,009,043$565,063,878$565,063,878
21CHATHAM CAPITAL GROUP INC$1,107,029$485,985,897$485,985,897
22WAYPOINT WEALTH COUNSEL LLC$1,496,504$332,846,216$152,021,196$484,867,412
23BLUEROCK WEALTH MANAGEMENT, LLC$308,499$464,599,292$464,599,292
24SHERRILL & HUTCHINS FINANCIAL ADVISORY INC$339,834$434,647,984$434,647,984
25SAGE MOUNTAIN ADVISORS, LLC$1,354,998$422,759,521$422,759,521
26MEADOW CREEK WEALTH ADVISORS, LLC$990,907$242,963,493$134,571,938$377,535,431
27JAMISON PRIVATE WEALTH MANAGEMENT, INC.$1,295,196$366,135,000$10,767,000$376,902,000
28RESOURCE PLANNING GROUP, LTD.$224,045$373,730,881$647,670$374,378,551
29MMHP INVESTMENT ADVISORS$327,096$347,375,973$347,375,973
30DAY & ENNIS, LLC$399,261$312,461,141$559,468$313,020,609
31IRC WEALTH$460,732$296,670,940$8,333,562$305,004,502
32HC ADVISORS LLC$560,522$286,900,688$6,812,776$293,713,464
33BT FAMILY OFFICE, LLC$21,384,615$278,000,000$278,000,000
34INLIGHT WEALTH$530,621$258,833,353$14,967,215$273,800,568
35ELWOOD & GOETZ$120,283$270,876,268$270,876,268
36HOLCOMBE FINANCIAL, INC.$449,247$233,575,675$28,784,784$262,360,459
37CHICORY WEALTH$225,158$260,067,558$440,431$260,507,989
38REDWOOD WEALTH MANAGEMENT, LLC$234,149$240,236,517$240,236,517
39INVESTORS ASSET MANAGEMENT OF GEORGIA INC$530,370$236,014,857$236,014,857
40PACES FERRY WEALTH ADVISORS, LLC$451,282$204,803,354$20,386,356$225,189,710
41CHECKS & BALANCES, INC.$6,074,509$224,756,817$224,756,817
42COMPASS WEALTH MANAGEMENT, LLC$246,143$221,036,000$221,036,000
43EADS & HEALD WEALTH MANAGEMENT$770,498$218,821,309$218,821,309
44ATTICUS WEALTH MANAGEMENT$509,527$189,475,091$20,959,363$210,434,454
45HABER INVESTMENT COUNSEL$1,258,847$204,641,112$5,586,286$210,227,398
46KINGSMARK PRIVATE FINANCIAL ADVISORS, LLC$190,064$207,549,541$207,549,541
47WEAVER CAPITAL MANAGEMENT, LLC$231,943$199,670,335$5,599,608$205,269,943
48RED TORTOISE$1,221,364$197,380,845$480,170$197,861,015
49NOVAPOINT CAPITAL LLC$501,804$184,744,649$6,944,495$191,689,144
50BAUGH & ASSOCIATES, LLC$436,338$183,254,320$7,606$183,261,926
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For more information about the RIA Data Center, please contact InvestmentNews Data.

Reprints: For reprints of these rankings, please contact Sabrina Straub.

*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.