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.

Rank Business Name Avg. account AUM Discretionary AUM Non-discretionary AUM Total AUM
1Jp Wealth Management, Inc.$1,033,834$241,917,172$241,917,172
2Stokes Capital Advisors, Llc$811,489$197,274,539$8,032,122$205,306,661
3Dividend Assets Capital, Llc$740,484$713,000,435$4,528,447$717,528,882
4The Bedminster Group$590,216$142,952,976$1,650,000$144,602,976
5Colonial Trust Advisors, Inc.$477,577$693,018,418$76,358,158$769,376,576
6Jbj Investment Partners, Llc$417,091$463,767,931$49,671,540$513,439,471
7Websterrogers Financial Advisors, Llc$415,389$208,109,947$208,109,947
8Abacus Planning Group, Inc.$413,904$1,044,694,378$1,044,694,378
9Je Wilson Advisors, Llc$394,647$105,272,823$2,071,281$107,344,104
10Beers Kight Financial Advisors, Llc$383,389$143,003,993$143,003,993
11Goepper Burkhardt Llc$381,491$166,027,890$1,065,067$167,092,957
12Mtm Investment Management, Llc$374,059$129,343,894$32,249,590$161,593,484
13Oak Advisors, Llc$373,343$141,870,186$141,870,186
14Anchor Investment Management$370,289$484,217,747$6,785,056$491,002,803
15Cda Group$336,806$398,778,793$398,778,793
16Hilton Head Financial Advisors, Inc.$284,315$26,758,056$136,723,082$163,481,138
17Morris Financial Concepts, Inc.$281,659$214,992,424$2,729,690$217,722,114
18Asset Management And Planning, Llc$272,719$172,157,963$472,919$172,630,882
19Charleston Financial Advisors, Llc$263,795$144,200,806$3,524,200$147,725,006
20R.P. Boggs & Co. Wealth Management$230,319$106,331,253$12,743,486$119,074,739
21Jackson Financial Services, Llc$223,298$11,500,324$185,448,581$196,948,905
22Foster Victor Wealth Advisors, Llc$190,056$402,672,000$13,550,000$416,222,000
23Global View Investment Advisors, Llc$173,555$264,167,189$677,181$264,844,370
24Burkett Financial Services, Llc$168,417$229,830,979$12,689,161$242,520,140
25The Fiduciary Alliance$159,835$151,349,095$1,453,058$152,802,153
26Gunderson Capital Management$117,417$120,000,000$120,000,000

Showing 1 to 26 of 26 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.