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$373,757$882,439,163$0$882,439,163
2Colonial Trust Advisors, Inc.$410,766$579,614,422$50,090,586$629,705,008
3Anchor Investment Management$433,866$425,545,876$8,320,428$433,866,304
4JBJ Investment Partners, LLC$364,597$363,862,510$68,913,896$432,776,406
5CDA Group$326,575$0$400,054,155$400,054,155
6Planfirst Inc$227,990$355,892,203$0$355,892,203
7Thomas Wright Asset Management, Inc.$4,017,101$265,128,693$0$265,128,693
8Morris Financial Concepts, Inc.$290,217$205,265,644$4,270,890$209,536,534
9Jackson Financial Services$247,170$6,720,375$198,678,002$205,398,377
10Burkett Financial Services, LLC$200,077$185,034,148$10,441,068$195,475,216
11Stokes Capital Advisors, LLC$428,916$173,600,000$4,400,000$178,000,000
12Lephew Financial Services, Inc.$263,057$177,563,727$0$177,563,727
13Websterrogers Financial Advisors$385,288$174,150,110$0$174,150,110
14JP Wealth Management, Inc.$651,481$173,294,009$0$173,294,009
15Global View Investment Advisors$147,878$163,748,000$1,727,000$165,475,000
16Asset Management And Planning, LLC$214,592$150,000,000$0$150,000,000
17Goepper Burkhardt$402,501$137,153,103$7,747,087$144,900,190
18McHam Taylor & Co.$1,107,447$100,409,985$42,450,631$142,860,616
19Foster Victor Wealth Advisors, LLC$132,406$138,075,317$3,731,543$141,806,860
20Hilton Head Financial Advisors, Inc.$279,331$25,610,230$115,731,321$141,341,551
21Beers Kight Financial Advisors$311,686$139,947,020$0$139,947,020
22Oak Advisors$358,143$138,243,095$0$138,243,095
23The Bedminster Group$588,185$135,397,000$1,650,000$137,047,000
24Charleston Financial Advisors, LLC$261,823$132,284,790$2,816,010$135,100,800
25The Fiduciary Alliance$351,526$128,734,310$275,697$129,010,007
26J.E. Wilson Advisors$449,451$116,826,000$2,728,000$119,554,000

Showing 1 to 26 of 26 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 1,937 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of November 1, 2017. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2016, (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) nor one who is an insurance company or agency.

Database last updated on December 11, 2017.


Hi! Glad you're here and we hope you like all the great work we do here at InvestmentNews. But what we do is expensive and is funded in part by our sponsors. So won't you show our sponsors a little love by whitelisting investmentnews.com? It'll help us continue to serve you.

Yes, show me how to whitelist investmentnews.com

Ad blocker detected. Please whitelist us or give premium a try.