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
1BT Family Office, LLC$14,105,263$1,340,000,000$1,340,000,000
2Sage Mountain Advisors, LLC$10,754,632$752,824,239$752,824,239
3Checks & Balances, Inc.$6,611,824$231,413,835$231,413,835
4Southeast Asset Advisors, LLC$2,982,808$1,636,447,452$1,265,825,187$2,902,272,639
5Berman Capital Advisors, LLC$2,857,293$871,134,735$2,469,041,149$3,340,175,884
6Marco Investment Management LLC$2,049,483$1,008,345,568$1,008,345,568
7Montag A & Associates Inc$1,953,335$2,117,585,956$15,455,900$2,133,041,856
8Cahaba Wealth Management, Inc.$1,672,481$949,969,014$949,969,014
9Bull Street Advisors, LLC$1,505,898$215,343,398$215,343,398
10WAYPOINT WEALTH COUNSEL LLC$1,496,504$332,846,216$152,021,196$484,867,412
11ZWJ Investment Counsel Inc$1,338,246$2,328,903,876$386,397,573$2,715,301,449
12Haber Investment Counsel, LLC$1,335,491$228,658,561$5,052,287$233,710,848
13Premis Advisors, LLC$1,298,930$26,239,191$138,724,914$164,964,105
14Antares Wealth Management, LLC$1,288,882$109,095,970$8,192,270$117,288,240
15Balentine LLC$1,222,401$3,162,347,785$185,808,825$3,348,156,610
16Red Tortoise, LLC$1,216,879$214,170,786$214,170,786
17Aurora Investment Counsel$1,192,401$166,373,620$2,947,273$169,320,893
18Family Wms, LLC$1,140,335$465,262,643$223,499,926$688,762,569
19Chatham Capital Group Inc$1,095,708$543,471,274$543,471,274
20Meadow Creek Wealth Advisors, LLC$961,979$234,334,531$183,164,158$417,498,689
21BT Wealth Management, LLC$851,082$1,046,435,485$19,118,641$1,065,554,126
22ROLLINS FINANCIAL INC$827,811$674,666,344$674,666,344
23Homrich & Berg Inc$805,814$7,818,765,000$1,110,458,000$8,929,223,000
24R. Stewart Eads Investment Counsel, Inc.$784,952$221,356,466$221,356,466
25Nicholas Hoffman & Company, LLC$774,181$1,002,664,641$380,796,572$1,383,461,213
26AP Wealth Management, LLC$748,224$169,936,194$4,399,986$174,336,180
271776 Wealth LLC$734,780$239,538,315$239,538,315
28Smith & Howard Wealth Management, LLC$709,998$396,179,117$396,179,117
29Signaturefd, LLC$669,004$4,163,203,313$414,793,741$4,577,997,054
30Strickland Davis Advisors LLC$660,236$109,381,447$10,121,205$119,502,652
31Brightworth, LLC$630,123$4,583,516,499$4,583,516,499
32TRUEWEALTH MANAGEMENT$593,711$1,577,613,841$122,773,099$1,700,386,940
33Investors Asset Management Of Georgia Inc$585,519$269,338,627$269,338,627
34Gutt Financial Management, LLC$574,734$138,266,114$20,360,334$158,626,448
35Lesesne Capital Management Inc$564,761$971,782,242$13,160,534$984,942,776
36Atticus Wealth Management, LLC$546,227$257,290,162$28,932,566$286,222,728
37Alder Financial Group Inc$539,234$133,098,356$3,327,870$136,426,226
38Jamison Private Wealth Management, Inc.$538,248$423,992,074$8,759,287$432,751,361
39HC Advisors LLC$522,634$353,900,376$28,667,478$382,567,854
40Paces Ferry Wealth Advisors, LLC$516,451$241,368,306$41,130,361$282,498,667
41Holcombe Financial, Inc.$503,445$255,309,171$29,137,190$284,446,361
42Investors Research Corporation$487,211$329,063,430$3,701,773$332,765,203
43BIP Wealth, LLC$483,673$1,218,621,091$342,675,835$1,561,296,926
44Baugh & Associates, LLC$480,595$197,520,697$3,663$197,524,360
45Novapoint Capital LLC$478,673$262,791,704$262,791,704
46Day & Ennis, LLC$467,129$360,158,131$932,383$361,090,514
47The Money Advisor Group, LLC$456,350$221,036,000$52,773,774$273,809,774
48Inlight Wealth Management, LLC$446,260$317,218,996$15,244,371$332,463,367
49Resource Planning Group, Ltd.$422,815$312,923,333$11,798,604$324,721,937
50American Financial Advisors, LLC.$409,823$843,006,517$843,006,517
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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 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.