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
2Homrich Berg$797,220$6,441,699,297$543,543,888$6,985,243,185
3Edge Capital Group, Llc$1,935,458$3,798,154,220$272,114,033$4,070,268,253
4Brightworth, Llc$577,660$4,034,376,256$4,034,376,256
5Brightworth, Llc$577,660$4,034,376,256$4,034,376,256
6Signaturefd, Llc$622,617$3,228,832,293$682,446,274$3,911,278,567
7Berman Capital Advisors, Llc$3,517,923$1,060,812,699$1,658,541,970$2,719,354,669
8Southeast Asset Advisors, Llc$2,385,658$1,395,821,685$1,147,289,782$2,543,111,467
9Balentine$1,097,453$2,059,007,790$386,117,026$2,445,124,816
10Montag$1,713,996$1,913,201,271$234,436,216$2,147,637,487
11Truewealth Management$593,711$1,577,613,841$122,773,099$1,700,386,940
12Arcus Capital Partners, Llc$551,112$1,388,472,667$4,738,196$1,393,210,863
13Nicholas Hoffman & Company, Llc$676,364$788,891,005$337,254,880$1,126,145,885
14Bt Wealth Management, Llc$901,391$994,791,367$30,991,896$1,025,783,263
15Marco Investment Management Llc$1,914,349$978,232,587$978,232,587
16Cahaba Wealth Management, Inc.$650,896$773,263,917$773,263,917
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
23Sherrill & Hutchins Financial Advisory Inc$349,026$434,647,984$13,501,944$448,149,928
24Meadow Creek Wealth Advisors, Llc$990,907$242,963,493$134,571,938$377,535,431
25Jamison Private Wealth Management, Inc.$1,295,196$366,135,000$10,767,000$376,902,000
26Resource Planning Group, Ltd.$224,045$373,730,881$647,670$374,378,551
27Mmhp Investment Advisors$327,096$347,375,973$347,375,973
28Day & Ennis, Llc$399,261$312,461,141$559,468$313,020,609
29Irc Wealth$460,732$296,670,940$8,333,562$305,004,502
30Hc Advisors Llc$560,522$286,900,688$6,812,776$293,713,464
31C.W. O'Conner Wealth Advisors, Inc.$574,949$130,000,000$150,000,000$280,000,000
32Inlight Wealth$530,621$258,833,353$14,967,215$273,800,568
33Elwood & Goetz$120,283$270,876,268$270,876,268
34Holcombe Financial, Inc.$449,247$233,575,675$28,784,784$262,360,459
35Chicory Wealth$225,158$260,067,558$440,431$260,507,989
36Redwood Wealth Management, Llc$234,149$240,236,517$240,236,517
37Investors Asset Management Of Georgia Inc$530,370$236,014,857$236,014,857
38Paces Ferry Wealth Advisors, Llc$451,282$204,803,354$20,386,356$225,189,710
39Checks & Balances, Inc.$6,074,509$224,756,817$224,756,817
40Compass Wealth Management, Llc$246,143$221,036,000$221,036,000
41Eads & Heald Wealth Management$770,498$218,821,309$218,821,309
42Atticus Wealth Management$509,527$189,475,091$20,959,363$210,434,454
43Haber Investment Counsel$1,258,847$204,641,112$5,586,286$210,227,398
44Kingsmark Private Financial Advisors, Llc$190,064$207,549,541$207,549,541
45Red Tortoise$1,221,364$197,380,845$480,170$197,861,015
46Novapoint Capital Llc$501,804$184,744,649$6,944,495$191,689,144
47Baugh & Associates, Llc$436,338$183,254,320$7,606$183,261,926
481776 Wealth Llc$431,707$177,000,000$177,000,000
49Bull Street Advisors$1,390,435$175,194,869$175,194,869
50The Money Advisor Group, Llc$332,964$131,786,274$42,686,698$174,472,972
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Showing 1 to 50 of 61 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 Laura Picariello.

*Methodology:InvestmentNews qualified 2,206 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2019. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2018, (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) not one who is an insurance company or agency.

Database last updated on June 5, 2019.