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

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.