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$3,689,365$2,208,957,087$2,424,885,264$4,633,842,351
2Accredited Investors Inc$439,547$1,340,747,295$36,353,772$1,377,101,067
3Windsor Financial Group$1,754,245$500,102,800$764,707,500$1,264,810,300
5Punch & Associates Investment Management, Inc.$635,667$832,723,801$0$832,723,801
6Palisade Asset Management$1,769,237$617,189,184$28,582,434$645,771,618
7All Star Financial Inc$661,088$387,230,000$188,578,000$575,808,000
8JNBA Financial Advisors Inc$221,167$564,639,330$0$564,639,330
9BGM Trunorth Wealth Partners$408,409$493,918,884$25,986,089$519,904,973
10Silveroak Wealth Management$625,454$452,213,571$37,516,819$489,730,390
11White Oaks Wealth Advisors Inc$1,692,443$340,750,749$89,129,704$429,880,453
12Tealwood Asset Management$478,357$381,250,387$0$381,250,387
13Cahill Financial Advisors, Inc.$231,599$296,350,249$84,166,513$380,516,762
14SNS Financial Group$224,602$150,480,000$190,690,000$341,170,000
15Prairieview Partners$257,897$295,949,013$4,500,415$300,449,428
16Ulland Investment Advisors$604,043$270,611,213$0$270,611,213
17Nepsis Capital Management, Inc.$97,273$214,000,000$0$214,000,000
18Allodium Investment Consultants$559,064$206,294,476$0$206,294,476
19Wade Financial Group Inc$356,462$185,655,949$18,240,193$203,896,142
20Nicollet Investment Management, Inc.$453,011$202,495,714$0$202,495,714
21Cornerstone Wealth Advisors, Inc.$195,365$159,397,000$18,385,000$177,782,000
22Nepsis Advisor Services, Inc.$184,828$134,000,000$0$134,000,000
23Schwarz Dygos Wheeler Investment Advisors$120,941$94,306,000$38,487,000$132,793,000
24Gen Financial Management Inc.$164,818$113,263,000$11,010,000$124,273,000
25Laurel Wealth Planning$248,230$0$122,625,461$122,625,461
26Redhawk Wealth Advisors, Inc.$88,148$118,717,970$2,838,746$121,556,716
27Lifestage Wealth Management$127,303$105,447,430$1,742,100$107,189,530

Showing 1 to 27 of 27 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 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1. To qualify, firms must have met the following criteria: (1) Latest ADV filing date is either on or after Jan. 1, 2014. (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 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.