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
11776 Wealth LLC$734,780$239,538,315$239,538,315
2Alder Financial Group Inc$539,234$133,098,356$3,327,870$136,426,226
3American Financial Advisors, LLC.$409,823$843,006,517$843,006,517
4Anson Capital, Inc.$367,158$131,020,181$37,138,018$168,158,199
5Antares Wealth Management, LLC$1,288,882$109,095,970$8,192,270$117,288,240
6AP Wealth Management, LLC$748,224$169,936,194$4,399,986$174,336,180
7Atticus Wealth Management, LLC$546,227$257,290,162$28,932,566$286,222,728
8Aurora Investment Counsel$1,192,401$166,373,620$2,947,273$169,320,893
9Balentine LLC$1,222,401$3,162,347,785$185,808,825$3,348,156,610
10Baugh & Associates, LLC$480,595$197,520,697$3,663$197,524,360
11Berman Capital Advisors, LLC$2,857,293$871,134,735$2,469,041,149$3,340,175,884
12BIP Wealth, LLC$483,673$1,218,621,091$342,675,835$1,561,296,926
13Bluerock Wealth Management, LLC$352,830$576,170,938$576,170,938
14Brightworth, LLC$630,123$4,583,516,499$4,583,516,499
15BT Family Office, LLC$14,105,263$1,340,000,000$1,340,000,000
16BT Wealth Management, LLC$851,082$1,046,435,485$19,118,641$1,065,554,126
17Bull Street Advisors, LLC$1,505,898$215,343,398$215,343,398
18Cahaba Wealth Management, Inc.$1,672,481$949,969,014$949,969,014
19Calvary Wealth, LLC$374,866$136,451,294$136,451,294
20Capital Investment Advisors, LLC$381,720$3,214,049,630$13,396,509$3,227,446,139
21Chatham Capital Group Inc$1,095,708$543,471,274$543,471,274
22Checks & Balances, Inc.$6,611,824$231,413,835$231,413,835
23CHICORY WEALTH$225,158$260,067,558$440,431$260,507,989
24Compass Wealth Management, LLC$273,438$250,469,210$250,469,210
25Day & Ennis, LLC$467,129$360,158,131$932,383$361,090,514
26Elwood & Goetz Wealth Advisory Group, LLC$207,155$419,488,424$419,488,424
27Estate Management Counselors,LLC$217,767$186,626,100$186,626,100
28Family Wms, LLC$1,140,335$465,262,643$223,499,926$688,762,569
29George M. Hiller Companies, LLC$349,911$154,622,071$1,438,139$156,060,210
30Gutt Financial Management, LLC$574,734$138,266,114$20,360,334$158,626,448
31Haber Investment Counsel, LLC$1,335,491$228,658,561$5,052,287$233,710,848
32HC Advisors LLC$522,634$353,900,376$28,667,478$382,567,854
33Holcombe Financial, Inc.$503,445$255,309,171$29,137,190$284,446,361
34Homrich & Berg Inc$805,814$7,818,765,000$1,110,458,000$8,929,223,000
35Inlight Wealth Management, LLC$446,260$317,218,996$15,244,371$332,463,367
36Investors Asset Management Of Georgia Inc$585,519$269,338,627$269,338,627
37Investors Research Corporation$487,211$329,063,430$3,701,773$332,765,203
38Ironridge Wealth Management, LLC$282,526$107,924,874$107,924,874
39Jamison Private Wealth Management, Inc.$538,248$423,992,074$8,759,287$432,751,361
40KAYS FINANCIAL ADVISORY CORP$329,639$662,245,674$662,245,674
41Lesesne Capital Management Inc$564,761$971,782,242$13,160,534$984,942,776
42Marco Investment Management LLC$2,049,483$1,008,345,568$1,008,345,568
43Meadow Creek Wealth Advisors, LLC$961,979$234,334,531$183,164,158$417,498,689
44Minerva Planning Group, Inc.$323,397$121,273,710$121,273,710
45Montag A & Associates Inc$1,953,335$2,117,585,956$15,455,900$2,133,041,856
46Murphy Middleton Hinkle & Parker, Inc.$357,942$357,941,796$357,941,796
47Nicholas Hoffman & Company, LLC$774,181$1,002,664,641$380,796,572$1,383,461,213
48Novapoint Capital LLC$478,673$262,791,704$262,791,704
49Paces Ferry Wealth Advisors, LLC$516,451$241,368,306$41,130,361$282,498,667
50Premis Advisors, LLC$1,298,930$26,239,191$138,724,914$164,964,105
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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.