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.$336,209$710,409,621$0$710,409,621
2Capital Design Associates Inc.$196,681$0$213,398,982$213,398,982
3Morris Financial Concepts Inc.$241,791$162,000,000$0$162,000,000
4Goepper Burkhardt + McGrew$1,291,667$155,000,000$0$155,000,000
5Global View Investment Advisors$132,909$143,100,000$3,100,000$146,200,000
6JP Wealth Management Inc.$542,262$142,615,000$0$142,615,000
7Asset Management And Planning$239,726$140,000,000$0$140,000,000
8Beers Kight Financial Advisors$228,074$129,546,000$0$129,546,000
9Lephew Financial Services Inc.$252,909$117,097,067$0$117,097,067
10Oak Advisors$301,060$116,811,455$0$116,811,455
11Hilton Head Financial Advisors Inc.$231,234$20,996,086$93,002,221$113,998,307
12The Bedminster Group$172,744$105,317,533$1,610,991$106,928,524
13J.E. Wilson Advisors$381,606$101,964,676$305,600$102,270,276

Showing 1 to 13 of 13 entries

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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 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1. To qualify, firms must have met the following criteria: (1) Latest ADV filing date is either on or after Jan. 1, 2012. (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 regulatory assets under management is attributable to pooled investment vehicles (other than investment companies). (6) No more than 25% of regulatory assets under management is attributable to pension and profit-sharing plans (but not the plan participants). (7) No more than 25% 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.