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
1Waypoint Strategic Advisors, LLC$175,475$101,600,000$101,600,000
2Van Der Noord Financial Advisors, Inc.$307,242$118,902,716$118,902,716
3JE Wilson Advisors, LLC$556,395$120,181,383$120,181,383
4Magnolia Financial Planning Services, Inc.$623,863$139,121,442$139,121,442
5Capasso Planning Partners LLC$140,514$140,350,000$10,000,000$150,350,000
6Beers Kight Financial Advisors, LLC$434,491$152,071,930$152,071,930
7Hardin Capital Partners, LLC$183,299$152,815,238$15,453,289$168,268,527
8Charleston Financial Advisors, LLC$331,674$181,691,548$6,367,601$188,059,149
9THE FIDUCIARY ALLIANCE$181,834$194,518,750$1,498,557$196,017,307
10R.P. Boggs & Co.$318,639$177,698,036$20,177,011$197,875,047
11Goepper Burkhardt LLC$477,377$209,290,835$16,508,366$225,799,201
12Hilton Head Financial Advisors, Inc.$467,022$221,468,927$11,575,093$233,044,020
13Jackson Financial Services, LLC$281,110$14,025,956$234,756,536$248,782,492
14Objectivity Squared, LLC$285,261$251,600,000$251,600,000
15Hanover Advisors, Inc$399,665$256,984,579$256,984,579
16Global View Investment Advisors, LLC$187,556$298,497,861$842,128$299,339,989
17JP Wealth Management, Inc.$1,105,678$299,638,618$299,638,618
18Stokes Capital Advisors, LLC$454,009$296,784,596$6,947,347$303,731,943
19Morris Financial Concepts, Inc.$396,260$292,110,005$13,802,451$305,912,456
20Burkett Financial Services, LLC$289,838$333,803,809$16,320,000$350,123,809
21CDA GROUP$480,522$480,521,690$480,521,690
22Verity And Verity, LLC$1,059,108$551,019,982$10,307,418$561,327,400
23JBJ Investment Partners, LLC$518,599$602,986,278$43,187,689$646,173,967
24Foster Victor Wealth Advisors, LLC$251,266$697,464,849$43,770,748$741,235,597
25Colonial Trust Advisors, Inc.$665,656$1,023,821,200$77,839,427$1,101,660,627
26Abacus Planning Group, Inc.$599,296$1,452,693,162$1,452,693,162

Showing 1 to 26 of 26 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 Carline Murphy.

*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, 2020. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2019, (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 June, 2020.