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 |
|---|---|---|---|---|---|
| 1 | SIGNATUREFD, LLC | $772,436 | $5,664,689,965 | $479,266,460 | $6,143,956,425 |
| 2 | BRIGHTWORTH, LLC | $715,490 | $5,364,746,988 | — | $5,364,746,988 |
| 3 | CAPITAL INVESTMENT ADVISORS, LLC | $437,650 | $4,209,677,657 | $14,518,421 | $4,224,196,078 |
| 4 | BALENTINE | $1,587,317 | $4,123,462,236 | $474,993,737 | $4,598,455,973 |
| 5 | MONTAG | $2,167,812 | $2,496,424,305 | $18,237,513 | $2,514,661,818 |
| 6 | BIP WEALTH, LLC | $444,156 | $1,474,245,352 | $728,323,016 | $2,202,568,368 |
| 7 | AMERICAN FINANCIAL ADVISORS, LLC. | $439,225 | $925,887,267 | — | $925,887,267 |
| 8 | WAYPOINT WEALTH COUNSEL LLC | $1,379,963 | $673,526,235 | $270,368,282 | $943,894,517 |
| 9 | CHATHAM CAPITAL GROUP INC | $1,197,037 | $649,991,312 | — | $649,991,312 |
| 10 | SHERRILL & HUTCHINS FINANCIAL ADVISORY INC | $427,165 | $571,546,813 | — | $571,546,813 |
| 11 | JAMISON PRIVATE WEALTH MANAGEMENT, INC. | $617,859 | $531,571,948 | $20,175,926 | $551,747,874 |
| 12 | EAGLE ROCK INVESTMENT COMPANY, LLC | $3,908,547 | $515,928,263 | — | $515,928,263 |
| 13 | SMITH & HOWARD WEALTH MANAGEMENT, LLC | $830,314 | $484,073,078 | — | $484,073,078 |
| 14 | IRC WEALTH | $558,658 | $432,289,508 | $4,022,421 | $436,311,929 |
| 15 | DAY & ENNIS, LLC | $495,178 | $411,467,423 | $1,015,505 | $412,482,928 |
| 16 | MMHP INVESTMENT ADVISORS | $284,788 | $402,690,744 | — | $402,690,744 |
| 17 | HC ADVISORS LLC | $565,520 | $392,818,145 | $27,928,822 | $420,746,967 |
| 18 | FAMILY WMS, LLC | $980,004 | $392,124,756 | $386,978,663 | $779,103,419 |
| 19 | INVESTORS ASSET MANAGEMENT OF GEORGIA INC | $794,022 | $359,692,008 | — | $359,692,008 |
| 20 | NOVAPOINT CAPITAL LLC | $514,402 | $348,767,000 | $3,084,000 | $351,851,000 |
| 21 | RESOURCE PLANNING GROUP, LTD. | $338,917 | $348,745,575 | — | $348,745,575 |
| 22 | INLIGHT WEALTH | $432,139 | $328,712,173 | $16,566,603 | $345,278,776 |
| 23 | ATTICUS WEALTH MANAGEMENT | $558,826 | $322,605,507 | $37,837,563 | $360,443,070 |
| 24 | HOLCOMBE FINANCIAL, INC. | $529,210 | $301,585,370 | $28,112,663 | $329,698,033 |
| 25 | KINGSMARK PRIVATE FINANCIAL ADVISORS, LLC | $262,447 | $295,649,683 | $22,960,393 | $318,610,076 |
| 26 | MEADOW CREEK WEALTH ADVISORS, LLC | $1,170,252 | $282,213,222 | $244,400,350 | $526,613,572 |
| 27 | 1776 WEALTH LLC | $837,537 | $280,574,787 | — | $280,574,787 |
| 28 | REGIMEN WEALTH, LLC | $417,851 | $277,034,911 | — | $277,034,911 |
| 29 | PACES FERRY WEALTH ADVISORS, LLC | $616,977 | $276,646,696 | $69,477,449 | $346,124,145 |
| 30 | HABER INVESTMENT COUNSEL | $1,428,324 | $267,001,599 | $7,236,694 | $274,238,293 |
| 31 | RED TORTOISE | $1,336,172 | $265,789,952 | $1,444,411 | $267,234,363 |
| 32 | EADS & HEALD WEALTH MANAGEMENT | $877,713 | $265,069,300 | — | $265,069,300 |
| 33 | WEAVER CAPITAL MANAGEMENT, LLC | $304,979 | $264,455,988 | $6,975,354 | $271,431,342 |
| 34 | TANDEMGROWTH FINANCIAL ADVISORS, LLC | $348,841 | $224,627,833 | $723,570 | $225,351,403 |
| 35 | WISER WEALTH MANAGEMENT, INC | $255,854 | $224,372,630 | $1,546,198 | $225,918,828 |
| 36 | AURORA INVESTMENT COUNSEL | $3,651,593 | $215,179,441 | $3,916,116 | $219,095,557 |
| 37 | AP WEALTH MANAGEMENT | $319,171 | $210,242,639 | $3,920,769 | $214,163,408 |
| 38 | ESTATE MANAGEMENT COUNSELORS,LLC | $224,035 | $207,232,306 | — | $207,232,306 |
| 39 | VERISAIL PARTNERS, LLC | $237,722 | $205,392,000 | — | $205,392,000 |
| 40 | THE MONEY ADVISOR GROUP, LLC | $422,316 | $197,977,861 | $48,654,689 | $246,632,550 |
| 41 | GEORGE M. HILLER COMPANIES, LLC | $417,464 | $188,915,000 | $1,866,000 | $190,781,000 |
| 42 | COMPASS WEALTH MANAGEMENT, LLC | $274,123 | $180,098,980 | — | $180,098,980 |
| 43 | KIKER WEALTH MANAGEMENT, LLC | $95,492 | $164,150,783 | — | $164,150,783 |
| 44 | BUSH WEALTH MANAGEMENT | $178,961 | $162,947,200 | $265,235 | $163,212,435 |
| 45 | ALDER FINANCIAL GROUP INC | $641,989 | $157,934,387 | $1,920,907 | $159,855,294 |
| 46 | CALVARY WEALTH, LLC | $391,043 | $154,462,030 | — | $154,462,030 |
| 47 | CAPITAL ENDURANCE GROUP, INC | $387,727 | $148,111,818 | — | $148,111,818 |
| 48 | THE KEYSTONE FINANCIAL ALLIANCE, LLC | $333,333 | $147,000,000 | $3,000,000 | $150,000,000 |
| 49 | MINERVA PLANNING GROUP | $348,199 | $142,761,591 | — | $142,761,591 |
| 50 | KEYSTONE FINANCIAL GROUP, INC. | $339,413 | $141,969,116 | $244,761 | $142,213,877 |
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.
