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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.
Business Name
# of employees
High-net-worth client assets
Total AUM
Total accounts
| Rank | Business Name | Avg. account AUM | Discretionary AUM | Non-discretionary AUM | Total AUM |
|---|---|---|---|---|---|
| 1 | Abacus Planning Group Inc. | $325,036 | $652,022,426 | N/A | $652,022,426 |
| 2 | Capital Design Associates Inc. | $179,624 | N/A | $150,165,346 | $150,165,346 |
| 3 | Goepper Burkhardt + Mcgrew LLC | $588,710 | $144,000,000 | $2,000,000 | $146,000,000 |
| 4 | Jp Wealth Management Inc. | $572,064 | $145,304,361 | N/A | $145,304,361 |
| 5 | Global View Investment Advisors LLC | $130,870 | $128,798,000 | $3,250,000 | $132,048,000 |
| 6 | Morris Financial Concepts Inc. | $198,082 | $129,942,000 | N/A | $129,942,000 |
| 7 | Asset Management And Planning LLC | $213,172 | $122,432,000 | $568,000 | $123,000,000 |
| 8 | Beers Kight Financial Advisors LLC | $417,993 | $115,366,000 | N/A | $115,366,000 |
| 9 | Mcham Taylor & Co. | $267,389 | N/A | $114,175,007 | $114,175,007 |
| 10 | Je Wilson Advisors LLC | $388,968 | $106,864,720 | $1,268,321 | $108,133,041 |
| 11 | Oak Advisors LLC | $278,076 | $101,328,487 | $725,242 | $102,053,729 |
| 12 | Hilton Head Financial Advisors Inc. | $222,919 | $21,554,119 | $79,874,143 | $101,428,262 |
Showing 1 to 12 of 12 entries
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*Methodology: InvestmentNews qualified firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of November 1, 2012. To qualify, a firm must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2012, (2) total AUM is at least $100M, (3) no employees 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.