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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.
Business Name
# of employees
High-net-worth client assets
Total AUM
Total accounts
| Rank | Business Name | Avg. account AUM | Discretionary AUM | Non-discretionary AUM | Total AUM |
|---|---|---|---|---|---|
| 1 | Fiduciary Counselling Inc. | $3,240,927 | $1,713,119,687 | $2,010,705,904 | $3,723,825,591 |
| 2 | Riverbridge Partners | $933,025 | $2,558,354,112 | N/A | $2,558,354,112 |
| 3 | Windsor Financial Group LLC | $2,613,230 | $388,657,230 | $1,445,830,471 | $1,834,487,701 |
| 4 | Accredited Investors Inc. | $314,391 | $869,894,559 | $44,355,874 | $914,250,433 |
| 5 | Envoi LLC | $1,921,432 | $855,037,275 | N/A | $855,037,275 |
| 6 | Punch & Associates Investment Management Inc. | $378,276 | $476,247,759 | $12,485,270 | $488,733,029 |
| 7 | Palisade Asset Management LLC | $1,290,138 | $356,239,101 | $12,740,413 | $368,979,514 |
| 8 | Wade Financial Group Inc. | $360,275 | $183,263,333 | $75,054,133 | $258,317,466 |
| 9 | White Oaks Wealth Advisors Inc. | $961,307 | $253,217,480 | $567,519 | $253,784,999 |
| 10 | Silveroak Wealth Management LLC | $460,526 | $234,934,423 | $14,210,186 | $249,144,609 |
| 11 | Cahill Financial Advisors Inc. | $634,579 | $155,438,975 | $57,779,514 | $213,218,489 |
| 12 | Prairieview Partners LLC | $233,819 | $183,782,000 | N/A | $183,782,000 |
| 13 | Nepsis Capital Management Inc. | $133,333 | $160,000,000 | N/A | $160,000,000 |
| 14 | Trunorth | $297,383 | $139,695,525 | $11,970,019 | $151,665,544 |
| 15 | Nicollet Investment Management Inc. | $362,762 | $149,095,211 | N/A | $149,095,211 |
| 16 | The Mutual Fund Store | $182,861 | $142,631,553 | N/A | $142,631,553 |
| 17 | Cornerstone Wealth Advisors Inc. | $177,982 | $128,750,000 | $11,500,000 | $140,250,000 |
| 18 | Allodium Investment Consultants LLC | $457,859 | $140,104,868 | N/A | $140,104,868 |
| 19 | Schwarz Dygos Wheeler Investment Advisors LLC | $113,124 | $83,837,000 | $25,780,000 | $109,617,000 |
| 20 | Gen Financial Management Inc. | $146,889 | $84,000,000 | $17,500,000 | $101,500,000 |
Showing 1 to 20 of 20 entries
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*Methodology: InvestmentNews qualified firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of November 1, 2012. To qualify, a firm must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2012, (2) total AUM is at least $100M, (3) no employees 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 regulatory assets under management is attributable to pooled investment vehicles (other than investment companies), (6) no more than 25% of regulatory assets under management is attributable to pension and profit-sharing plans (but not the plan participants), (7) no more than 25% 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.