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$413,904$1,044,694,378$1,044,694,378
2Colonial Trust Advisors, Inc.$477,577$693,018,418$76,358,158$769,376,576
3Dividend Assets Capital, LLC$740,484$713,000,435$4,528,447$717,528,882
4JBJ Investment Partners, LLC$417,091$463,767,931$49,671,540$513,439,471
5Anchor Investment Management$370,289$484,217,747$6,785,056$491,002,803
6CDA Group$336,806$398,778,793$398,778,793
7Planfirst Inc$232,524$374,363,199$374,363,199
8Foster Victor Wealth Advisors, LLC$166,077$314,050,996$13,784,363$327,835,359
9Global View Investment Advisors$173,555$264,167,189$677,181$264,844,370
10Burkett Financial Services, LLC$168,417$229,830,979$12,689,161$242,520,140
11JP Wealth Management, Inc.$1,033,834$241,917,172$241,917,172
12Morris Financial Concepts, Inc.$281,659$214,992,424$2,729,690$217,722,114
13Je Wilson Advisors, Llc$1,051,064$214,417,007$214,417,007
14Websterrogers Financial Advisors$415,389$208,109,947$208,109,947
15Lephew Financial Services, Inc.$297,337$205,460,157$205,460,157
16Stokes Capital Advisors, LLC$811,489$197,274,539$8,032,122$205,306,661
17Jackson Financial Services$223,298$11,500,324$185,448,581$196,948,905
18Thomas Wright Asset Management, Inc.$3,054,017$183,241,001$183,241,001
19Asset Management And Planning, LLC$272,719$172,157,963$472,919$172,630,882
20Goepper Burkhardt$381,491$166,027,890$1,065,067$167,092,957
21Hilton Head Financial Advisors, Inc.$284,315$26,758,056$136,723,082$163,481,138
22Mtm Investment Management, LLC$374,059$129,343,894$32,249,590$161,593,484
23The Fiduciary Alliance$159,835$151,349,095$1,453,058$152,802,153
24Charleston Financial Advisors, LLC$263,795$144,200,806$3,524,200$147,725,006
25The Bedminster Group$590,216$142,952,976$1,650,000$144,602,976
26Beers Kight Financial Advisors$383,389$143,003,993$143,003,993
27Oak Advisors$373,343$141,870,186$141,870,186
28R.P. Boggs & Co.$230,319$106,331,253$12,743,486$119,074,739
29J.E. Wilson Advisors$394,647$105,272,823$2,071,281$107,344,104

Showing 1 to 29 of 29 entries

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Purchase the data and information contained in the RIA Data Center in an Excel spreadsheet.

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 2,206 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2019. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2018, (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 5, 2019.

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