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

Reprints: For reprints of these rankings, please contact Carline Murphy.

*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.