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$3,675,496$2,463,143,725$2,292,947,466$4,756,091,191
2Accredited Investors Inc$430,821$1,406,431,596$39,836,061$1,446,267,657
3Envoi$1,945,326$1,231,391,417$0$1,231,391,417
4Windsor Financial Group$1,300,277$511,265,000$454,841,000$966,106,000
5Punch & Associates Investment Management, Inc.$645,139$868,357,429$0$868,357,429
6Palisade Asset Management$1,811,459$711,581,596$27,493,525$739,075,121
7JNBA Financial Advisors Inc$224,912$636,950,132$0$636,950,132
8All Star Financial Inc$661,088$387,230,000$188,578,000$575,808,000
9BGM Trunorth Wealth Partners$416,904$547,590,169$22,734,093$570,324,262
10Silveroak Wealth Management$602,882$487,173,562$40,347,935$527,521,497
11White Oaks Wealth Advisors$1,773,853$346,377,598$97,085,544$443,463,142
12Sawtooth Solutions$138,054$355,086,099$74,539,063$429,625,162
13SNS Financial Group$270,093$206,593,574$199,085,590$405,679,164
14Tealwood Asset Management$489,496$402,365,676$0$402,365,676
15Cahill Financial Advisors, Inc.$211,608$316,456,951$81,366,433$397,823,384
16Prairieview Partners$1,638,558$347,366,000$4,924,000$352,290,000
17Ulland Investment Advisors$624,677$299,333,700$511,282$299,844,982
18Birchwood Financial Partners$239,391$273,624,197$13,165,811$286,790,008
19Nepsis Capital Management, Inc.$126,000$252,000,000$0$252,000,000
20Allodium Investment Consultants$562,387$218,768,465$0$218,768,465
21Wade Financial Group Inc$379,624$166,882,999$36,215,820$203,098,819
22Redhawk Wealth Advisors, Inc.$110,438$189,000,000$3,272,761$192,272,761
23Nicollet Investment Management, Inc.$411,485$185,991,035$0$185,991,035
24Cornerstone Wealth Advisors, Inc.$209,215$161,516,000$23,221,000$184,737,000
25Somerset Group Llc$835,563$161,480,056$619,257$162,099,313
26Schwarz Dygos Wheeler Investment Advisors$126,522$111,461,000$40,239,000$151,700,000
27Laurel Wealth Planning$242,612$0$135,134,901$135,134,901
28CTB Financial Services, Ltd.$118,421$0$135,000,000$135,000,000
29Nepsis Advisor Services, Inc.$179,931$130,450,000$0$130,450,000
30Guardian Wealth Advisors$380,793$44,200,000$80,700,000$124,900,000
31GS Investment Inc.$823,190$121,398,264$1,256,985$122,655,249
32Gen Financial Management Inc.$168,659$113,325,000$5,242,000$118,567,000
33Capital Formation Strategies Inc$261,156$85,877,035$30,076,338$115,953,373
34Lifestage Wealth Management$128,711$112,054,913$1,854,224$113,909,137

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 over 1,600 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2015. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2015, (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 June 11, 2015.