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

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.