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
1Minerva Planning Group$253,237$104,840,291$104,840,291
2George M. Hiller Companies, Llc$206,445$108,724,476$28,148,810$136,873,286
3Novapoint Capital Llc$505,439$120,285,000$2,031,268$122,316,268
4Verisail Partners, Llc$163,508$122,863,000$2,384,000$125,247,000
5The Money Advisor Group, Llc$299,873$125,677,195$26,058,412$151,735,607
6Ap Wealth Management$256,708$129,230,988$2,973,727$132,204,715
7Integras Partners, Llc$201,307$143,346,196$18,705,566$162,051,762
8Atticus Wealth Management$464,827$145,454,593$18,629,496$164,084,089
9Ferguson Shapiro Llc$368,842$152,370,509$698,767$153,069,276
10Estate Management Counselors,Llc$175,596$153,119,328$153,119,328
11Weaver Capital Management, Llc$202,802$156,831,999$5,612,392$162,444,391
12Kingsmark Private Financial Advisors, Llc$166,094$163,104,000$163,104,000
13Checks & Balances, Inc.$4,701,002$169,236,056$169,236,056
14Eads & Heald Wealth Management$648,750$178,406,259$178,406,259
15Investors Asset Management Of Georgia Inc$432,741$189,540,655$189,540,655
16Chicory Wealth$192,406$192,650,000$2,450,000$195,100,000
17Elwood & Goetz$151,514$224,846,962$224,846,962
18Holcombe Financial, Inc.$497,106$234,841,242$21,665,404$256,506,646
19Mmhp Investment Advisors$318,453$293,613,393$293,613,393
20Jamison Private Wealth Management, Inc.$1,078,996$295,786,000$11,728,000$307,514,000
21Resource Planning Group, Ltd.$244,254$331,696,290$331,696,290
22Sherrill & Hutchins Financial Advisory Inc$307,394$384,713,918$7,520,567$392,234,485
23Rollins Financial Inc$651,755$477,084,824$477,084,824
24Kays Financial Advisory Corp$269,210$495,076,338$495,076,338
25American Financial Advisors, Llc.$286,747$609,624,968$609,624,968
26Redwood Wealth Management, Llc$226,550$631,846,602$631,846,602
27Southeast Asset Advisors, Llc$2,122,172$1,028,214,054$1,009,070,829$2,037,284,883
28Arcus Capital Partners, LLC$528,575$1,178,886,173$8,822,861$1,187,709,034
29Balentine$1,502,104$2,154,103,220$453,549,201$2,607,652,421
30Capital Investment Advisors, Llc$312,837$2,171,200,000$12,400,000$2,183,600,000
31Brightworth, Llc$511,191$3,335,519,000$3,335,519,000
32Homrich Berg$666,332$4,921,199,366$536,060,096$5,457,259,462

Showing 1 to 32 of 32 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 Data.

Reprints: For reprints of these rankings, please contact Laura Picariello.

*Methodology:InvestmentNews qualified 2,206 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2019. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2018, (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) not one who is an insurance company or agency.

Database last updated on June 5, 2019.