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$369,188$806,676,427$0$806,676,427
2Anchor Investment Management$414,056$370,246,546$8,615,116$378,861,662
3CDA Group$258,454$0$301,357,295$301,357,295
4Thomas Wright Asset Management, Inc.$4,066,743$264,338,298$0$264,338,298
5Websterrogers Financial Advisors$445,931$176,221,841$57,000,000$233,221,841
6Morris Financial Concepts, Inc.$234,721$182,988,543$5,023,252$188,011,795
7Jackson Financial Services$215,709$5,843,805$172,763,480$178,607,285
8JP Wealth Management, Inc.$653,580$173,198,730$0$173,198,730
9Lephew Financial Services, Inc.$257,573$156,088,976$0$156,088,976
10Global View Investment Advisors$146,574$152,160,000$2,476,000$154,636,000
11McHam Taylor & Co.$1,044,693$81,011,084$69,424,725$150,435,809
12Goepper Burkhardt$391,743$138,132,500$2,111,500$140,244,000
13Asset Management and Planning$197,638$138,939,612$0$138,939,612
14The Bedminster Group$575,185$128,767,000$1,800,000$130,567,000
15Hilton Head Financial Advisors, Inc.$252,753$24,348,771$102,280,432$126,629,203
16Beers Kight Financial Advisors$251,670$125,583,428$0$125,583,428
17Oak Advisors$339,207$122,453,660$0$122,453,660
18J.E. Wilson Advisors$437,542$113,659,000$1,852,000$115,511,000
19Charleston Financial Advisors, LLC$247,316$108,775,328$2,764,069$111,539,397

Showing 1 to 19 of 19 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 1,719 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2016. 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) not one who is an insurance company or agency.

Database last updated on June 6, 2016.