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 | BT Family Office, LLC | $14,105,263 | — | $1,340,000,000 | $1,340,000,000 |
| 2 | Sage Mountain Advisors, LLC | $10,754,632 | $752,824,239 | — | $752,824,239 |
| 3 | Checks & Balances, Inc. | $6,611,824 | $231,413,835 | — | $231,413,835 |
| 4 | Southeast Asset Advisors, LLC | $2,982,808 | $1,636,447,452 | $1,265,825,187 | $2,902,272,639 |
| 5 | Berman Capital Advisors, LLC | $2,857,293 | $871,134,735 | $2,469,041,149 | $3,340,175,884 |
| 6 | Marco Investment Management LLC | $2,049,483 | $1,008,345,568 | — | $1,008,345,568 |
| 7 | Montag A & Associates Inc | $1,953,335 | $2,117,585,956 | $15,455,900 | $2,133,041,856 |
| 8 | Cahaba Wealth Management, Inc. | $1,672,481 | $949,969,014 | — | $949,969,014 |
| 9 | Bull Street Advisors, LLC | $1,505,898 | $215,343,398 | — | $215,343,398 |
| 10 | WAYPOINT WEALTH COUNSEL LLC | $1,496,504 | $332,846,216 | $152,021,196 | $484,867,412 |
| 11 | ZWJ Investment Counsel Inc | $1,338,246 | $2,328,903,876 | $386,397,573 | $2,715,301,449 |
| 12 | Haber Investment Counsel, LLC | $1,335,491 | $228,658,561 | $5,052,287 | $233,710,848 |
| 13 | Premis Advisors, LLC | $1,298,930 | $26,239,191 | $138,724,914 | $164,964,105 |
| 14 | Antares Wealth Management, LLC | $1,288,882 | $109,095,970 | $8,192,270 | $117,288,240 |
| 15 | Balentine LLC | $1,222,401 | $3,162,347,785 | $185,808,825 | $3,348,156,610 |
| 16 | Red Tortoise, LLC | $1,216,879 | $214,170,786 | — | $214,170,786 |
| 17 | Aurora Investment Counsel | $1,192,401 | $166,373,620 | $2,947,273 | $169,320,893 |
| 18 | Family Wms, LLC | $1,140,335 | $465,262,643 | $223,499,926 | $688,762,569 |
| 19 | Chatham Capital Group Inc | $1,095,708 | $543,471,274 | — | $543,471,274 |
| 20 | Meadow Creek Wealth Advisors, LLC | $961,979 | $234,334,531 | $183,164,158 | $417,498,689 |
| 21 | BT Wealth Management, LLC | $851,082 | $1,046,435,485 | $19,118,641 | $1,065,554,126 |
| 22 | ROLLINS FINANCIAL INC | $827,811 | $674,666,344 | — | $674,666,344 |
| 23 | Homrich & Berg Inc | $805,814 | $7,818,765,000 | $1,110,458,000 | $8,929,223,000 |
| 24 | R. Stewart Eads Investment Counsel, Inc. | $784,952 | $221,356,466 | — | $221,356,466 |
| 25 | Nicholas Hoffman & Company, LLC | $774,181 | $1,002,664,641 | $380,796,572 | $1,383,461,213 |
| 26 | AP Wealth Management, LLC | $748,224 | $169,936,194 | $4,399,986 | $174,336,180 |
| 27 | 1776 Wealth LLC | $734,780 | $239,538,315 | — | $239,538,315 |
| 28 | Smith & Howard Wealth Management, LLC | $709,998 | $396,179,117 | — | $396,179,117 |
| 29 | Signaturefd, LLC | $669,004 | $4,163,203,313 | $414,793,741 | $4,577,997,054 |
| 30 | Strickland Davis Advisors LLC | $660,236 | $109,381,447 | $10,121,205 | $119,502,652 |
| 31 | Brightworth, LLC | $630,123 | $4,583,516,499 | — | $4,583,516,499 |
| 32 | TRUEWEALTH MANAGEMENT | $593,711 | $1,577,613,841 | $122,773,099 | $1,700,386,940 |
| 33 | Investors Asset Management Of Georgia Inc | $585,519 | $269,338,627 | — | $269,338,627 |
| 34 | Gutt Financial Management, LLC | $574,734 | $138,266,114 | $20,360,334 | $158,626,448 |
| 35 | Lesesne Capital Management Inc | $564,761 | $971,782,242 | $13,160,534 | $984,942,776 |
| 36 | Atticus Wealth Management, LLC | $546,227 | $257,290,162 | $28,932,566 | $286,222,728 |
| 37 | Alder Financial Group Inc | $539,234 | $133,098,356 | $3,327,870 | $136,426,226 |
| 38 | Jamison Private Wealth Management, Inc. | $538,248 | $423,992,074 | $8,759,287 | $432,751,361 |
| 39 | HC Advisors LLC | $522,634 | $353,900,376 | $28,667,478 | $382,567,854 |
| 40 | Paces Ferry Wealth Advisors, LLC | $516,451 | $241,368,306 | $41,130,361 | $282,498,667 |
| 41 | Holcombe Financial, Inc. | $503,445 | $255,309,171 | $29,137,190 | $284,446,361 |
| 42 | Investors Research Corporation | $487,211 | $329,063,430 | $3,701,773 | $332,765,203 |
| 43 | BIP Wealth, LLC | $483,673 | $1,218,621,091 | $342,675,835 | $1,561,296,926 |
| 44 | Baugh & Associates, LLC | $480,595 | $197,520,697 | $3,663 | $197,524,360 |
| 45 | Novapoint Capital LLC | $478,673 | $262,791,704 | — | $262,791,704 |
| 46 | Day & Ennis, LLC | $467,129 | $360,158,131 | $932,383 | $361,090,514 |
| 47 | The Money Advisor Group, LLC | $456,350 | $221,036,000 | $52,773,774 | $273,809,774 |
| 48 | Inlight Wealth Management, LLC | $446,260 | $317,218,996 | $15,244,371 | $332,463,367 |
| 49 | Resource Planning Group, Ltd. | $422,815 | $312,923,333 | $11,798,604 | $324,721,937 |
| 50 | American Financial Advisors, LLC. | $409,823 | — | $843,006,517 | $843,006,517 |
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 Research.
Reprints: For reprints of these rankings, please contact Caroline Murphy.
*Methodology: InvestmentNews qualified 2,756 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2020, (2) total AUM is at least $100M, (3) does not have employees who are registered representatives of a broker-dealer, (4) managed assets for individual 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 July 2021.
