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
1JE Wilson Advisors, LLC$556,395$120,181,383$120,181,383
2Beers Kight Financial Advisors, LLC$434,491$152,071,930$152,071,930
3THE BEDMINSTER GROUP$651,148$168,647,422$168,647,422
4Objectivity Squared, LLC$285,261$251,600,000$251,600,000
5Gunderson Capital Management$235,781$228,000,000$228,000,000
6Magnolia Financial Planning Services, Inc.$623,863$139,121,442$139,121,442
7Hanover Advisors, Inc$399,665$256,984,579$256,984,579
8Abacus Planning Group, Inc.$599,296$1,452,693,162$1,452,693,162
9Van Der Noord Financial Advisors, Inc.$307,242$118,902,716$118,902,716
10Curran Financial Partners, LLC$113,239$167,593,045$167,593,045
11JP Wealth Management, Inc.$1,105,678$299,638,618$299,638,618
12Websterrogers Financial Advisors, LLC$960,045$618,046,436$222,389$618,268,825
13Global View Investment Advisors, LLC$187,556$298,497,861$842,128$299,339,989
14Oak Advisors, LLC$460,329$182,485,536$1,185,630$183,671,166
15THE FIDUCIARY ALLIANCE$181,834$194,518,750$1,498,557$196,017,307
16Dividend Assets Capital, LLC$686,330$568,522,303$5,936,108$574,458,411
17Charleston Financial Advisors, LLC$331,674$181,691,548$6,367,601$188,059,149
18Stokes Capital Advisors, LLC$454,009$296,784,596$6,947,347$303,731,943
19Capasso Planning Partners LLC$140,514$140,350,000$10,000,000$150,350,000
20Verity And Verity, LLC$1,059,108$551,019,982$10,307,418$561,327,400
21Hilton Head Financial Advisors, Inc.$467,022$221,468,927$11,575,093$233,044,020
22Morris Financial Concepts, Inc.$396,260$292,110,005$13,802,451$305,912,456
23Hardin Capital Partners, LLC$183,299$152,815,238$15,453,289$168,268,527
24Saos Capital, LLC$129,999$112,309,667$15,869,422$128,179,089
25Burkett Financial Services, LLC$289,838$333,803,809$16,320,000$350,123,809
26Goepper Burkhardt LLC$477,377$209,290,835$16,508,366$225,799,201
27R.P. Boggs & Co.$318,639$177,698,036$20,177,011$197,875,047
28JBJ Investment Partners, LLC$518,599$602,986,278$43,187,689$646,173,967
29Foster Victor Wealth Advisors, LLC$251,266$697,464,849$43,770,748$741,235,597
30Colonial Trust Advisors, Inc.$665,656$1,023,821,200$77,839,427$1,101,660,627
31Waypoint Strategic Advisors, LLC$175,475$101,600,000$101,600,000
32Jackson Financial Services, LLC$281,110$14,025,956$234,756,536$248,782,492
33CDA GROUP$480,522$480,521,690$480,521,690

Showing 1 to 33 of 33 entries

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For more information about the RIA Data Center, please contact InvestmentNews Data.

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*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.