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.$4,045,757$1,997,207,825$2,966,936,237$4,964,144,062
2Windsor Financial Group$2,005,180$460,534,800$963,143,000$1,423,677,800
3Accredited Investors Inc.$387,763$1,082,973,081$37,273,073$1,120,246,154
5Punch & Associates Investment Management Inc.$496,037$642,863,434$0$642,863,434
6All Star Financial Inc.$587,878$333,943,564$186,916,673$520,860,237
7JNBA Financial Advisors Inc.$205,525$480,723,932$0$480,723,932
8Palisade Asset Management$1,212,895$466,092,114$10,575,558$476,667,672
9Silveroak Wealth Management$557,746$353,271,912$19,302,477$372,574,389
10White Oaks Wealth Advisors Inc.$1,185,928$297,043,990$624,035$297,668,025
11Cahill Financial Advisors Inc.$647,361$206,960,875$64,283,563$271,244,438
12Wade Financial Group Inc.$368,499$193,738,147$64,579,319$258,317,466
13Prairieview Partners$240,113$244,675,234$3,601,599$248,276,833
15SNS Financial Group$227,653$113,200,000$99,200,000$212,400,000
16Nepsis Capital Management Inc.$94,484$185,000,000$0$185,000,000
17Nicollet Investment Management Inc.$376,211$166,285,323$0$166,285,323
18Cornerstone Wealth Advisors Inc.$182,587$145,755,000$16,930,000$162,685,000
19Allodium Investment Consultants$484,768$157,064,808$0$157,064,808
20Schwarz Dygos Wheeler Investment Advisors$107,746$85,247,292$31,441,404$116,688,696
21GEN Financial Management Inc.$132,300$97,027,800$13,707,200$110,735,000
22Redhawk Wealth Advisors Inc.$76,808$100,128,629$2,871,371$103,000,000
23Lifestage Wealth Management$117,177$99,050,000$2,191,000$101,241,000

Showing 1 to 23 of 23 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, 2012. (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.