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
1Abacus Planning Group Inc$413,904$1,044,694,378$1,044,694,378
2Anchor Investment Management$370,289$484,217,747$6,785,056$491,002,803
3Asset Management And Planning, LLC$272,719$172,157,963$472,919$172,630,882
4Beers Kight Financial Advisors$383,389$143,003,993$143,003,993
5Burkett Financial Services, LLC$168,417$229,830,979$12,689,161$242,520,140
6CDA Group$336,806$398,778,793$398,778,793
7Charleston Financial Advisors, LLC$263,795$144,200,806$3,524,200$147,725,006
8Colonial Trust Advisors, Inc.$477,577$693,018,418$76,358,158$769,376,576
9Dividend Assets Capital, LLC$740,484$713,000,435$4,528,447$717,528,882
10Foster Victor Wealth Advisors, LLC$166,077$314,050,996$13,784,363$327,835,359
11Global View Investment Advisors$173,555$264,167,189$677,181$264,844,370
12Goepper Burkhardt$381,491$166,027,890$1,065,067$167,092,957
13Hilton Head Financial Advisors, Inc.$284,315$26,758,056$136,723,082$163,481,138
14J.E. Wilson Advisors$394,647$105,272,823$2,071,281$107,344,104
15Jackson Financial Services$223,298$11,500,324$185,448,581$196,948,905
16JBJ Investment Partners, LLC$417,091$463,767,931$49,671,540$513,439,471
17Je Wilson Advisors, Llc$1,051,064$214,417,007$214,417,007
18JP Wealth Management, Inc.$1,033,834$241,917,172$241,917,172
19Lephew Financial Services, Inc.$297,337$205,460,157$205,460,157
20Morris Financial Concepts, Inc.$281,659$214,992,424$2,729,690$217,722,114
21Mtm Investment Management, LLC$374,059$129,343,894$32,249,590$161,593,484
22Oak Advisors$373,343$141,870,186$141,870,186
23Planfirst Inc$232,524$374,363,199$374,363,199
24R.P. Boggs & Co.$230,319$106,331,253$12,743,486$119,074,739
25Stokes Capital Advisors, LLC$811,489$197,274,539$8,032,122$205,306,661
26The Bedminster Group$590,216$142,952,976$1,650,000$144,602,976
27The Fiduciary Alliance$159,835$151,349,095$1,453,058$152,802,153
28Thomas Wright Asset Management, Inc.$3,054,017$183,241,001$183,241,001
29Websterrogers Financial Advisors$415,389$208,109,947$208,109,947

Showing 1 to 29 of 29 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.

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