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

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 Research.

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

*Methodology: InvestmentNews qualified 2,756 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2020, (2) total AUM is at least $100M, (3) does not have employees who are registered representatives of a broker-dealer, (4) managed assets for individual 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 July 2021.