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
1Fiduciary Counselling Inc$3,387,784$2,376,259,544$2,400,515,353$4,776,774,897
2Accredited Investors Wealth Management$536,410$1,548,848,084$28,198,418$1,577,046,502
3Envoi$1,769,279$1,330,498,090$0$1,330,498,090
4Punch & Associates Investment Management, Inc.$765,436$1,100,697,619$0$1,100,697,619
5Stonebridge Capital Advisors LLC$733,064$960,426,290$22,613,031$983,039,321
6Jnba Financial Advisors Inc$255,450$725,196,312$38,342,562$763,538,874
7Palisade Asset Management$1,712,655$709,739,160$26,702,396$736,441,556
8Silveroak Wealth Management$623,923$663,853,607$56,777,246$720,630,853
9Cahill Financial Advisors, Inc.$215,114$353,746,525$90,678,922$444,425,447
10White Oaks Wealth Advisors$1,630,323$363,020,871$51,081,211$414,102,082
11Quantitative Advantage, LLC$227,247$403,591,243$0$403,591,243
12Tealwood Asset Management$470,862$390,344,854$0$390,344,854
13Navpoint Financial, Inc.$1,722,130$360,988,797$14,435,457$375,424,254
14The Johnston Group, LLC$501,977$355,400,000$0$355,400,000
15Birchwood Financial Partners$264,757$328,193,154$11,490,703$339,683,857
16BGM Wealth Partners$431,903$301,281,521$20,918,162$322,199,683
17Ulland Investment Advisors$655,805$297,825,386$565,667$298,391,053
18Nepsis Capital Management, Inc.$111,989$286,244,465$0$286,244,465
19Allodium Investment Consultants, LLC$499,912$223,460,885$0$223,460,885
20Access Financial Services, Inc.$316,174$221,889,124$381,282$222,270,406
21All Terrain Financial Advisors$343,047$215,204,000$4,689,000$219,893,000
22Cornerstone Wealth Advisors, Inc.$217,617$187,610,000$26,090,000$213,700,000
23Schwarz Dygos Wheeler Investment Advisors LLC$143,699$158,003,852$50,647,798$208,651,650
24Nicollet Investment Management, Inc.$382,160$182,290,198$0$182,290,198
25Mindful Asset Planning$145,476$0$153,041,109$153,041,109
26Laurel Wealth Planning$237,798$132,533,859$18,705,386$151,239,245
27CTB Financial Services, Ltd.$98,710$0$148,656,782$148,656,782
28GEN Financial Management Inc.$177,606$137,000,000$1,000,000$138,000,000
29Somerset Group LLC$824,376$136,000,107$21,943$136,022,050
30Guardian Wealth Advisors$326,961$57,600,000$75,800,000$133,400,000
31Lifestage Wealth Management$117,775$120,847,379$2,345,439$123,192,818
32Capital Formation Strategies Inc$257,574$120,287,290$0$120,287,290
33EPIQ Partners, LLC$861,394$101,186,436$9,071,967$110,258,403
34Waypoint Capital Advisors, LLC$990,274$103,233,471$2,725,884$105,959,355

Showing 1 to 34 of 34 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 1,937 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of November 1, 2017. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2016, (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 December 11, 2017.

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