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