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
1The Keystone Financial Alliance, Llc$248,534$105,819,988$2,292,393$108,112,381
2Premis Advisors, Llc$1,075,636$28,834,508$88,409,814$117,244,322
3Tandemgrowth Financial Advisors, Llc$813,029$139,963,910$1,503,088$141,466,998
4Baugh & Associates, Llc$394,740$153,158,308$907$153,159,215
5Gutt Financial Management, Llc$488,713$149,756,870$24,225,105$173,981,975
6Paces Ferry Wealth Advisors, Llc$440,128$170,491,658$16,122,570$186,614,228
7Meadow Creek Wealth Advisors, Llc$956,884$109,458,431$101,055,997$210,514,428
8Irc Wealth$361,930$211,546,783$2,353,799$213,900,582
9C.W. O'Conner Wealth Advisors, Inc.$441,459$108,000,000$122,000,000$230,000,000
10Day & Ennis, Llc$358,319$248,723,702$1,024,373$249,748,075
11Hc Advisors Llc$511,804$247,814,711$6,551,950$254,366,661
12Inlight Wealth$528,824$247,161,956$13,548,042$260,709,998
13Cedar Rowe Partners$573,600$305,557,314$3,613,298$309,170,612
14Sg Financial Advisors, Llc$331,998$308,662,215$759,815$309,422,030
15Sage Mountain Advisors, Llc$11,459,860$355,255,673$355,255,673
16Waypoint Wealth Counsel Llc$1,249,284$307,232,931$100,033,658$407,266,589
17Nova Wealth Management Group, Llc$438,023$412,947,237$546,128$413,493,365
18Chatham Capital Group Inc$1,037,528$437,836,808$437,836,808
19Smith & Howard Wealth Management, Llc$904,291$490,125,713$490,125,713
20Family Wms, Llc$864,920$416,111,937$96,785,840$512,897,777
21Cahaba Wealth Management, Inc.$499,618$593,046,459$593,046,459
22Oakbridge Partners, Ltd.$454,209$700,107,510$15,271,449$715,378,959
23Nicholas Hoffman & Company, Llc$624,004$506,180,463$363,680,528$869,860,991
24Bt Wealth Management, Llc$951,414$888,657,696$35,165,285$923,822,981
25Bip Wealth, Llc$340,014$734,732,251$214,246,565$948,978,816
26Truewealth Management$557,308$1,291,736,545$41,343,225$1,333,079,770
27Montag$1,471,597$1,658,649,353$213,221,821$1,871,871,174
28Zwj Investment Counsel Inc$1,070,012$1,797,645,878$265,336,924$2,062,982,802
29Berman Capital Advisors, Llc$3,407,765$866,748,967$1,409,638,250$2,276,387,217
30Signaturefd, Llc$625,189$2,771,501,180$722,679,277$3,494,180,457

Showing 1 to 30 of 30 entries

Page 1

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 2,298 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of November 1, 2019. 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) not one who is an insurance company or agency.

Database last updated on January 15, 2020.