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.

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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
3DIVIDEND ASSETS CAPITAL, LLC$820,619$742,110,956$5,473,271$747,584,227
4JBJ INVESTMENT PARTNERS, LLC$499,075$540,068,745$49,338,421$589,407,166
5FOSTER VICTOR WEALTH ADVISORS, LLC$210,530$473,899,461$24,424,608$498,324,069
6GLOBAL VIEW INVESTMENT ADVISORS, LLC$187,556$298,497,861$842,128$299,339,989
7JP WEALTH MANAGEMENT, INC.$1,165,038$295,919,635$295,919,635
8BURKETT FINANCIAL SERVICES, LLC$256,948$288,947,264$18,105,551$307,052,815
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
11HANOVER ADVISORS, INC$428,950$230,774,966$230,774,966
12WEBSTERROGERS FINANCIAL ADVISORS, LLC$415,456$208,143,307$208,143,307
13GOEPPER BURKHARDT LLC$461,722$196,922,119$1,618,233$198,540,352
14HILTON HEAD FINANCIAL ADVISORS, INC.$342,764$195,981,611$8,306,024$204,287,635
15THE FIDUCIARY ALLIANCE$181,834$194,518,750$1,498,557$196,017,307
16CHARLESTON FINANCIAL ADVISORS, LLC$321,869$176,550,419$4,661,850$181,212,269
17OAK ADVISORS, LLC$439,541$170,574,688$1,285,671$171,860,359
18THE BEDMINSTER GROUP$651,148$168,647,422$168,647,422
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
21GUNDERSON CAPITAL MANAGEMENT$183,924$135,000,000$135,000,000
22CURRAN FINANCIAL PARTNERS, LLC$108,566$131,908,244$131,908,244
23JE WILSON ADVISORS, LLC$416,901$118,400,000$118,400,000
24HARDIN CAPITAL PARTNERS, LLC$142,585$107,423,427$14,344,036$121,767,463
25MAGNOLIA FINANCIAL PLANNING SERVICES, INC.$468,270$107,233,928$107,233,928
26SAOS CAPITAL, LLC$99,312$90,778,332$12,208,311$102,986,643
27JACKSON FINANCIAL SERVICES, LLC$269,244$13,403,529$224,338,783$237,742,312
28CDA GROUP$480,522$480,521,690$480,521,690

Showing 1 to 28 of 28 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.