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$3,805,711$2,871,083,743$2,692,866,043$5,563,949,786
2Accredited Investors Wealth Management$580,408$1,858,424,252$78,395,986$1,936,820,238
4Punch & Associates Investment Management, Inc.$799,470$1,241,577,269$0$1,241,577,269
5Stonebridge Capital Advisors LLC$760,957$1,144,478,326$27,395,190$1,171,873,516
6Palisade Asset Management$2,215,548$908,224,460$53,323,487$961,547,947
7JNBA Financial Advocates$303,017$908,142,294$0$908,142,294
8Marquette Asset Management$2,020,856$755,800,000$0$755,800,000
9Silveroak Wealth Management$642,720$694,598,941$57,383,337$751,982,278
10Prairieview Partners, LLC$1,884,691$534,583,873$10,091,882$544,675,755
11Cahill Financial Advisors, Inc.$253,921$436,850,734$103,492,267$540,343,001
12All Star Financial Inc$407,804$515,464,014$0$515,464,014
13Quantitative Advantage, LLC$253,487$429,913,659$0$429,913,659
14The Johnston Group, LLC$607,418$408,400,000$17,400,000$425,800,000
15Navpoint Financial, Inc.$1,915,220$409,349,316$15,829,473$425,178,789
16Tealwood Asset Management$457,130$425,131,292$0$425,131,292
17White Oaks Wealth Advisors$1,666,475$418,600,805$3,017,366$421,618,171
18Trunorth Wealth Partners$491,212$390,041,824$30,926,692$420,968,516
19Birchwood Financial Partners$285,182$360,023,934$13,564,607$373,588,541
20Ballast Advisors, LLC$146,036$340,408,988$10,660,664$351,069,652
21BGM Wealth Partners$689,068$338,046,000$7,177,000$345,223,000
22Ulland Investment Advisors$1,623,219$321,397,433$0$321,397,433
23Nepsis Capital Management, Inc.$115,109$262,794,268$0$262,794,268
24All Terrain Financial Advisors$388,408$255,826,053$5,572,639$261,398,692
25Allodium Investment Consultants, LLC$522,297$253,313,949$0$253,313,949
26Cornerstone Wealth Advisors, Inc.$233,116$223,900,000$26,700,000$250,600,000
27Schwarz Dygos Wheeler Investment Advisors LLC$189,093$236,223,626$6,193,859$242,417,485
28Access Financial Services, Inc.$361,011$237,861,329$406,124$238,267,453
29Nicollet Investment Management, Inc.$420,878$232,745,734$0$232,745,734
30Fure Financial Corporation$181,909$200,282,019$0$200,282,019
31CTB Financial Services, Ltd.$213,442$0$181,639,500$181,639,500
32Mindful Asset Planning$159,253$0$176,293,000$176,293,000
33Laurel Wealth Planning$269,328$151,228,927$17,101,370$168,330,297
34GEN Financial Management Inc.$212,722$167,500,000$337,800$167,837,800
35GS Investment Inc$1,000,826$164,930,495$1,206,572$166,137,067
36Guardian Wealth Advisors$303,770$84,276,000$63,660,000$147,936,000
37Waypoint Capital Advisors, LLC$1,055,769$143,791,683$2,960,210$146,751,893
38Somerset Group LLC$708,631$143,831,704$20,441$143,852,145
39EPIQ Partners, LLC$490,228$117,954,600$18,819,100$136,773,700
40Lifestage Wealth Management$131,276$131,669,673$2,363,408$134,033,081
41Heritage Wealth Architects, Inc.$282,239$105,300,628$22,835,722$128,136,350
42Excelsior Investors$415,751$109,111,959$17,276,472$126,388,431
43Capital Formation Strategies Inc$253,884$122,626,070$0$122,626,070
44Thomas Leo Advisory, LLC$635,227$102,800,000$9,000,000$111,800,000
45Brown Wealth Management, LLC$1,084,537$91,191,597$16,177,602$107,369,199

Showing 1 to 45 of 45 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 2,172 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2018. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2017, (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 11, 2018.


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