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
1ZWJ Investment Counsel Inc$1,338,246$2,328,903,876$386,397,573$2,715,301,449
2Wiser Wealth Management, Inc$194,958$145,114,697$1,493,917$146,608,614
3Weaver Capital Management, LLC$233,640$211,720,808$6,732,453$218,453,261
4WAYPOINT WEALTH COUNSEL LLC$1,496,504$332,846,216$152,021,196$484,867,412
5Vickery Financial Services, Inc.$163,240$261,347,199$261,347,199
6TRUEWEALTH MANAGEMENT$593,711$1,577,613,841$122,773,099$1,700,386,940
7Townsend Personal Financial Planning, LLC$340,992$116,291,421$1,009,857$117,301,278
8The Money Advisor Group, LLC$456,350$221,036,000$52,773,774$273,809,774
9The Keystone Financial Alliance, LLC$307,692$124,330,469$2,746,495$127,076,964
10Tandemgrowth Financial Advisors, LLC$362,848$180,384,248$677,135$181,061,383
11Strickland Davis Advisors LLC$660,236$109,381,447$10,121,205$119,502,652
12Southeast Asset Advisors, LLC$2,982,808$1,636,447,452$1,265,825,187$2,902,272,639
13Smith & Howard Wealth Management, LLC$709,998$396,179,117$396,179,117
14Signaturefd, LLC$669,004$4,163,203,313$414,793,741$4,577,997,054
15Sherrill & Hutchins Financial Advisory Inc$375,042$498,055,537$498,055,537
16Sage Mountain Advisors, LLC$10,754,632$752,824,239$752,824,239
17ROLLINS FINANCIAL INC$827,811$674,666,344$674,666,344
18Resource Planning Group, Ltd.$422,815$312,923,333$11,798,604$324,721,937
19Regimen Wealth, LLC$381,023$231,661,943$231,661,943
20Redwood Wealth Management, LLC$269,444$278,066,148$278,066,148
21Red Tortoise, LLC$1,216,879$214,170,786$214,170,786
22R. Stewart Eads Investment Counsel, Inc.$784,952$221,356,466$221,356,466
23Premis Advisors, LLC$1,298,930$26,239,191$138,724,914$164,964,105
24Paces Ferry Wealth Advisors, LLC$516,451$241,368,306$41,130,361$282,498,667
25Novapoint Capital LLC$478,673$262,791,704$262,791,704
26Nicholas Hoffman & Company, LLC$774,181$1,002,664,641$380,796,572$1,383,461,213
27Murphy Middleton Hinkle & Parker, Inc.$357,942$357,941,796$357,941,796
28Montag A & Associates Inc$1,953,335$2,117,585,956$15,455,900$2,133,041,856
29Minerva Planning Group, Inc.$323,397$121,273,710$121,273,710
30Meadow Creek Wealth Advisors, LLC$961,979$234,334,531$183,164,158$417,498,689
31Marco Investment Management LLC$2,049,483$1,008,345,568$1,008,345,568
32Lesesne Capital Management Inc$564,761$971,782,242$13,160,534$984,942,776
33KAYS FINANCIAL ADVISORY CORP$329,639$662,245,674$662,245,674
34Jamison Private Wealth Management, Inc.$538,248$423,992,074$8,759,287$432,751,361
35Ironridge Wealth Management, LLC$282,526$107,924,874$107,924,874
36Investors Research Corporation$487,211$329,063,430$3,701,773$332,765,203
37Investors Asset Management Of Georgia Inc$585,519$269,338,627$269,338,627
38Inlight Wealth Management, LLC$446,260$317,218,996$15,244,371$332,463,367
39Homrich & Berg Inc$805,814$7,818,765,000$1,110,458,000$8,929,223,000
40Holcombe Financial, Inc.$503,445$255,309,171$29,137,190$284,446,361
41HC Advisors LLC$522,634$353,900,376$28,667,478$382,567,854
42Haber Investment Counsel, LLC$1,335,491$228,658,561$5,052,287$233,710,848
43Gutt Financial Management, LLC$574,734$138,266,114$20,360,334$158,626,448
44George M. Hiller Companies, LLC$349,911$154,622,071$1,438,139$156,060,210
45Family Wms, LLC$1,140,335$465,262,643$223,499,926$688,762,569
46Estate Management Counselors,LLC$217,767$186,626,100$186,626,100
47Elwood & Goetz Wealth Advisory Group, LLC$207,155$419,488,424$419,488,424
48Day & Ennis, LLC$467,129$360,158,131$932,383$361,090,514
49Compass Wealth Management, LLC$273,438$250,469,210$250,469,210
50CHICORY WEALTH$225,158$260,067,558$440,431$260,507,989
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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.