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 Inc$805,814$7,818,765,000$1,110,458,000$8,929,223,000
2Brightworth, LLC$630,123$4,583,516,499$4,583,516,499
3Signaturefd, LLC$669,004$4,163,203,313$414,793,741$4,577,997,054
4Balentine LLC$1,222,401$3,162,347,785$185,808,825$3,348,156,610
5Berman Capital Advisors, LLC$2,857,293$871,134,735$2,469,041,149$3,340,175,884
6Capital Investment Advisors, LLC$381,720$3,214,049,630$13,396,509$3,227,446,139
7Southeast Asset Advisors, LLC$2,982,808$1,636,447,452$1,265,825,187$2,902,272,639
8ZWJ Investment Counsel Inc$1,338,246$2,328,903,876$386,397,573$2,715,301,449
9Montag A & Associates Inc$1,953,335$2,117,585,956$15,455,900$2,133,041,856
10TRUEWEALTH MANAGEMENT$593,711$1,577,613,841$122,773,099$1,700,386,940
11BIP Wealth, LLC$483,673$1,218,621,091$342,675,835$1,561,296,926
12Nicholas Hoffman & Company, LLC$774,181$1,002,664,641$380,796,572$1,383,461,213
13BT Family Office, LLC$14,105,263$1,340,000,000$1,340,000,000
14BT Wealth Management, LLC$851,082$1,046,435,485$19,118,641$1,065,554,126
15Marco Investment Management LLC$2,049,483$1,008,345,568$1,008,345,568
16Lesesne Capital Management Inc$564,761$971,782,242$13,160,534$984,942,776
17Cahaba Wealth Management, Inc.$1,672,481$949,969,014$949,969,014
18American Financial Advisors, LLC.$409,823$843,006,517$843,006,517
19Sage Mountain Advisors, LLC$10,754,632$752,824,239$752,824,239
20Family Wms, LLC$1,140,335$465,262,643$223,499,926$688,762,569
21ROLLINS FINANCIAL INC$827,811$674,666,344$674,666,344
22KAYS FINANCIAL ADVISORY CORP$329,639$662,245,674$662,245,674
23Bluerock Wealth Management, LLC$352,830$576,170,938$576,170,938
24Chatham Capital Group Inc$1,095,708$543,471,274$543,471,274
25Sherrill & Hutchins Financial Advisory Inc$375,042$498,055,537$498,055,537
26WAYPOINT WEALTH COUNSEL LLC$1,496,504$332,846,216$152,021,196$484,867,412
27Jamison Private Wealth Management, Inc.$538,248$423,992,074$8,759,287$432,751,361
28Elwood & Goetz Wealth Advisory Group, LLC$207,155$419,488,424$419,488,424
29Meadow Creek Wealth Advisors, LLC$961,979$234,334,531$183,164,158$417,498,689
30Smith & Howard Wealth Management, LLC$709,998$396,179,117$396,179,117
31HC Advisors LLC$522,634$353,900,376$28,667,478$382,567,854
32Day & Ennis, LLC$467,129$360,158,131$932,383$361,090,514
33Murphy Middleton Hinkle & Parker, Inc.$357,942$357,941,796$357,941,796
34Investors Research Corporation$487,211$329,063,430$3,701,773$332,765,203
35Inlight Wealth Management, LLC$446,260$317,218,996$15,244,371$332,463,367
36Resource Planning Group, Ltd.$422,815$312,923,333$11,798,604$324,721,937
37Atticus Wealth Management, LLC$546,227$257,290,162$28,932,566$286,222,728
38Holcombe Financial, Inc.$503,445$255,309,171$29,137,190$284,446,361
39Paces Ferry Wealth Advisors, LLC$516,451$241,368,306$41,130,361$282,498,667
40Redwood Wealth Management, LLC$269,444$278,066,148$278,066,148
41The Money Advisor Group, LLC$456,350$221,036,000$52,773,774$273,809,774
42Investors Asset Management Of Georgia Inc$585,519$269,338,627$269,338,627
43Novapoint Capital LLC$478,673$262,791,704$262,791,704
44Vickery Financial Services, Inc.$163,240$261,347,199$261,347,199
45CHICORY WEALTH$225,158$260,067,558$440,431$260,507,989
46Compass Wealth Management, LLC$273,438$250,469,210$250,469,210
471776 Wealth LLC$734,780$239,538,315$239,538,315
48Haber Investment Counsel, LLC$1,335,491$228,658,561$5,052,287$233,710,848
49Regimen Wealth, LLC$381,023$231,661,943$231,661,943
50Checks & Balances, Inc.$6,611,824$231,413,835$231,413,835
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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 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.