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.$223,462$1,287,141,330$1,287,141,330
2COLONIAL TRUST ADVISORS, INC.$583,784$903,746,769$54,826,429$958,573,198
3JBJ INVESTMENT PARTNERS, LLC$499,075$540,068,745$49,338,421$589,407,166
4FOSTER VICTOR WEALTH ADVISORS, LLC$210,530$473,899,461$24,424,608$498,324,069
5CDA GROUP$480,522$480,521,690$480,521,690
6BURKETT FINANCIAL SERVICES, LLC$256,948$288,947,264$18,105,551$307,052,815
7GLOBAL VIEW INVESTMENT ADVISORS, LLC$187,556$298,497,861$842,128$299,339,989
8JP WEALTH MANAGEMENT, INC.$1,165,038$295,919,635$295,919,635
9STOKES CAPITAL ADVISORS, LLC$420,937$263,766,661$8,579,539$272,346,200
10MORRIS FINANCIAL CONCEPTS, INC.$356,267$255,049,557$12,863,444$267,913,001
11JACKSON FINANCIAL SERVICES, LLC$269,244$13,403,529$224,338,783$237,742,312
12HANOVER ADVISORS, INC$428,950$230,774,966$230,774,966
13WEBSTERROGERS FINANCIAL ADVISORS, LLC$415,456$208,143,307$208,143,307
14HILTON HEAD FINANCIAL ADVISORS, INC.$342,764$195,981,611$8,306,024$204,287,635
15GOEPPER BURKHARDT LLC$461,722$196,922,119$1,618,233$198,540,352
16THE FIDUCIARY ALLIANCE$181,834$194,518,750$1,498,557$196,017,307
17CHARLESTON FINANCIAL ADVISORS, LLC$321,869$176,550,419$4,661,850$181,212,269
18OAK ADVISORS, LLC$439,541$170,574,688$1,285,671$171,860,359
19BEERS KIGHT FINANCIAL ADVISORS, LLC$414,708$151,783,141$151,783,141
20R.P. BOGGS & CO. WEALTH MANAGEMENT$264,647$136,141,844$8,884,701$145,026,545
21HARDIN CAPITAL PARTNERS, LLC$142,585$107,423,427$14,344,036$121,767,463
22JE WILSON ADVISORS, LLC$416,901$118,400,000$118,400,000
23MAGNOLIA FINANCIAL PLANNING SERVICES, INC.$468,270$107,233,928$107,233,928

Showing 1 to 23 of 23 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 Sabrina Straub.

*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.