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
1Abacus Planning Group Inc$424,034$1,056,268,329$0$1,056,268,329
2Colonial Trust Advisors, Inc.$485,293$700,937,600$64,854,505$765,792,105
3Anchor Investment Management$460,423$531,288,806$6,946,244$538,235,050
4JBJ Investment Partners, LLC$312,064$450,158,560$56,008,784$506,167,344
5CDA Group$323,033$0$405,730,044$405,730,044
6Planfirst Inc$235,992$393,869,853$0$393,869,853
7Burkett Financial Services, LLC$229,055$201,180,434$48,718,460$249,898,894
8Global View Investment Advisors$183,639$242,332,138$805,638$243,137,776
9Morris Financial Concepts, Inc.$335,879$227,076,262$7,367,574$234,443,836
10Foster Victor Wealth Advisors, LLC$149,989$226,058,000$8,225,000$234,283,000
11Jackson Financial Services$249,620$10,990,564$208,674,985$219,665,549
12Lephew Financial Services, Inc.$287,399$211,525,408$0$211,525,408
13Stokes Capital Advisors, LLC$417,490$197,000,000$5,900,000$202,900,000
14Asset Management And Planning, LLC$273,598$200,000,000$0$200,000,000
15Thomas Wright Asset Management, Inc.$3,068,842$196,405,865$0$196,405,865
16Websterrogers Financial Advisors$400,369$192,176,921$0$192,176,921
17JP Wealth Management, Inc.$807,880$175,310,037$0$175,310,037
18Hilton Head Financial Advisors, Inc.$322,694$28,471,509$144,169,647$172,641,156
19Goepper Burkhardt$384,757$163,136,975$0$163,136,975
20The Fiduciary Alliance$234,591$158,818,253$0$158,818,253
21Beers Kight Financial Advisors$321,038$155,703,447$0$155,703,447
22Charleston Financial Advisors, LLC$284,742$150,229,695$3,531,001$153,760,696
23McHam Taylor & Co.$1,131,611$123,708,954$27,926,957$151,635,911
24Oak Advisors$385,579$151,532,543$0$151,532,543
25The Bedminster Group$637,872$148,424,137$200,000$148,624,137
26J.E. Wilson Advisors$553,556$131,700,000$600,000$132,300,000

Showing 1 to 26 of 26 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 2,172 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2018. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2017, (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 11, 2018.


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