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 |
|---|---|---|---|---|---|
| 1 | CTB FINANCIAL SERVICES, LTD. | $207,850 | — | $193,508,407 | $193,508,407 |
| 2 | BROWN WEALTH MANAGEMENT, LLC | $256,518 | $99,425,256 | $17,547,000 | $116,972,256 |
| 3 | ECHO WEALTH MANAGEMENT, LLC | $319,459 | $103,748,386 | $4,867,707 | $108,616,093 |
| 4 | THOMAS LEO ADVISORY, LLC | $328,804 | $110,149,345 | — | $110,149,345 |
| 5 | GUARDIAN WEALTH ADVISORS, LLC | $274,967 | $110,820,000 | $37,937,000 | $148,757,000 |
| 6 | ENSPYRE WEALTH ADVISORS, INC. | $455,443 | $112,494,389 | — | $112,494,389 |
| 7 | CORDIS FINANCIAL, LLC | $264,991 | $116,861,108 | — | $116,861,108 |
| 8 | EXCELSIOR INVESTORS | $443,163 | $117,491,706 | $17,229,837 | $134,721,543 |
| 9 | HERITAGE WEALTH ARCHITECTS, INC. | $291,339 | $120,620,906 | $25,048,388 | $145,669,294 |
| 10 | CAISSA WEALTH STRATEGIES | $312,511 | $128,437,646 | $12,817,162 | $141,254,808 |
| 11 | CAPITAL FORMATION STRATEGIES INC | $300,986 | $134,841,741 | — | $134,841,741 |
| 12 | SOMERSET GROUP LLC | $2,302,356 | $138,121,923 | $19,416 | $138,141,339 |
| 13 | LOGAN PARK WEALTH MANAGEMENT | $191,439 | $164,626,622 | $2,500,000 | $167,126,622 |
| 14 | PITZL FINANCIAL | $169,467 | $177,939,930 | — | $177,939,930 |
| 15 | EPIQ PARTNERS, LLC | $730,719 | $178,926,800 | $29,328,207 | $208,255,007 |
| 16 | GS INVESTMENT INC | $989,687 | $191,183,926 | $1,805,035 | $192,988,961 |
| 17 | LAUREL WEALTH PLANNING | $299,734 | $208,118,499 | $196,842 | $208,315,341 |
| 18 | FURE FINANCIAL CORPORATION | $181,150 | $220,640,928 | — | $220,640,928 |
| 19 | WAYPOINT CAPITAL ADVISORS, LLC | $904,987 | $235,507,665 | $3,408,895 | $238,916,560 |
| 20 | SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC | $164,317 | $237,673,811 | $5,022,611 | $242,696,422 |
| 21 | CORNERSTONE WEALTH ADVISORS, INC. | $252,104 | $251,078,000 | $38,590,000 | $289,668,000 |
| 22 | MODUS ADVISORS, LLC | $1,092,644 | $271,982,002 | $11,012,881 | $282,994,883 |
| 23 | ALLODIUM INVESTMENT CONSULTANTS, LLC | $543,265 | $312,920,885 | — | $312,920,885 |
| 24 | GEN FINANCIAL MANAGEMENT INC. | $739,154 | $328,324,900 | $10,946,800 | $339,271,700 |
| 25 | NICOLLET INVESTMENT MANAGEMENT, INC. | $530,300 | $342,574,114 | — | $342,574,114 |
| 26 | ULLAND INVESTMENT ADVISORS, LLC | $788,787 | $359,686,894 | — | $359,686,894 |
| 27 | BGM WEALTH PARTNERS | $698,320 | $370,221,873 | $8,965,747 | $379,187,620 |
| 28 | TEALWOOD ASSET MANAGEMENT | $439,266 | $412,909,911 | — | $412,909,911 |
| 29 | ALL STAR FINANCIAL INC | $291,896 | $424,417,300 | — | $424,417,300 |
| 30 | BIRCHWOOD FINANCIAL PARTNERS, INC. | $314,952 | $427,260,197 | $19,026,858 | $446,287,055 |
| 31 | WHITE OAKS WEALTH ADVISORS, INC. | $1,761,055 | $452,591,100 | — | $452,591,100 |
| 32 | TRUNORTH WEALTH PARTNERS | $496,665 | $453,185,193 | $18,149,760 | $471,334,953 |
| 33 | NAVPOINT FINANCIAL, INC. | $2,093,983 | $465,087,163 | $22,810,811 | $487,897,974 |
| 34 | QUANTITATIVE ADVANTAGE, LLC | $310,326 | $516,693,145 | — | $516,693,145 |
| 35 | CAHILL FINANCIAL ADVISORS, INC. | $948,671 | $598,228,133 | $129,402,351 | $727,630,484 |
| 36 | MARQUETTE WEALTH MANAGEMENT | $2,014,455 | $801,753,000 | — | $801,753,000 |
| 37 | PALISADE ASSET MANAGEMENT, LLC | $1,847,814 | $862,239,731 | $69,058,352 | $931,298,083 |
| 38 | SILVEROAK WEALTH MANAGEMENT LLC | $685,863 | $884,516,155 | $66,090,099 | $950,606,254 |
| 39 | JNBA FINANCIAL ADVISORS INC | $314,515 | $1,038,327,332 | $29,765,698 | $1,068,093,030 |
| 40 | PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | $793,183 | $1,433,282,568 | — | $1,433,282,568 |
| 41 | MERISTEM FAMILY WEALTH | $5,867,836 | $1,497,847,076 | $2,445,338,626 | $3,943,185,702 |
| 42 | ENVOI LLC | $1,768,252 | $2,065,317,982 | — | $2,065,317,982 |
| 43 | ACCREDITED INVESTORS WEALTH MANAGEMENT | $580,037 | $2,209,844,931 | $87,681,787 | $2,297,526,718 |
| 44 | FIDUCIARY COUNSELLING INC | $4,945,425 | $3,000,786,558 | $4,659,676,300 | $7,660,462,858 |
Showing 1 to 44 of 44 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 Sabrina Straub.
*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, 2020. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2019, (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, 2020.
