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

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.