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.


# of employees


High-net-worth client assets

Total AUM


Total accounts


Discretionary AUM


Avg. discretionary account AUM


Non-discretionary AUM


Non-discretionary accounts


Average non-discretionary account AUM


Avg. account AUM

Rank Business Name Avg. account AUM Discretionary AUM Non-discretionary AUM Total AUM
1Gunderson Capital Management$183,924$135,000,000$135,000,000
2Abacus Planning Group, Inc.$223,462$1,287,141,330$1,287,141,330
3Beers Kight Financial Advisors, Llc$414,708$151,783,141$151,783,141
4Jp Wealth Management, Inc.$1,165,038$295,919,635$295,919,635
5Je Wilson Advisors, Llc$416,901$118,400,000$118,400,000
6The Bedminster Group$651,148$168,647,422$168,647,422
7Websterrogers Financial Advisors, Llc$415,456$208,143,307$208,143,307
8Global View Investment Advisors, Llc$187,556$298,497,861$842,128$299,339,989
9Oak Advisors, Llc$439,541$170,574,688$1,285,671$171,860,359
10The Fiduciary Alliance$181,834$194,518,750$1,498,557$196,017,307
11Goepper Burkhardt Llc$461,722$196,922,119$1,618,233$198,540,352
12Charleston Financial Advisors, Llc$321,869$176,550,419$4,661,850$181,212,269
13Dividend Assets Capital, Llc$820,619$742,110,956$5,473,271$747,584,227
14Stokes Capital Advisors, Llc$420,937$263,766,661$8,579,539$272,346,200
15R.P. Boggs & Co. Wealth Management$264,647$136,141,844$8,884,701$145,026,545
16Saos Capital, Llc$99,312$90,778,332$12,208,311$102,986,643
17Morris Financial Concepts, Inc.$356,267$255,049,557$12,863,444$267,913,001
18Burkett Financial Services, Llc$256,948$288,947,264$18,105,551$307,052,815
19Foster Victor Wealth Advisors, Llc$210,530$473,899,461$24,424,608$498,324,069
20Colonial Trust Advisors, Inc.$583,784$903,746,769$54,826,429$958,573,198
21Anchor Investment Management$453,478$588,687,460$72,483,028$661,170,488
22Hilton Head Financial Advisors, Inc.$284,315$26,758,056$136,723,082$163,481,138
23Jackson Financial Services, Llc$269,244$13,403,529$224,338,783$237,742,312

Showing 1 to 23 of 23 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.