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

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.