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
1Enspyre Wealth Advisors, Inc.$518,458$129,614,486$129,614,486
2Allodium Investment Consultants, LLC$587,465$340,141,956$340,141,956
3Waypoint Capital Advisors, LLC$1,082,723$361,629,588$361,629,588
4Kowalski Financial Inc.$192,306$113,845,000$113,845,000
5Envoi LLC$1,832,376$2,259,319,068$2,259,319,068
6High Note Wealth, LLC$394,886$347,499,796$347,499,796
7Pitzl Financial, LLC$175,356$203,062,743$203,062,743
8Fure Financial Corporation$197,156$216,280,478$216,280,478
9Punch & Associates Investment Management, Inc.$869,826$1,602,219,240$1,602,219,240
10Cordis Financial, LLC$306,036$141,082,772$141,082,772
11Quantitative Advantage, LLC$346,494$599,780,339$599,780,339
12Nicollet Investment Management, Inc.$594,813$393,766,229$393,766,229
13Josh Arnold Investment Consultant, LLC$342,594$123,334,000$123,334,000
14White Oaks Wealth Advisors, Inc.$1,826,530$460,285,619$460,285,619
15All Star Financial Inc$291,896$424,417,300$424,417,300
16C. C. Dunnavan & Co., Inc.$835,690$401,131,134$401,131,134
17Phillip James Consulting Co.$158,001$110,284,896$110,284,896
18Marquette Asset Management, LLC$2,026,187$877,339,000$877,339,000
19Vestment Financial LLC$216,375$120,953,555$120,953,555
20CAPITAL FORMATION STRATEGIES INC$300,986$134,841,741$134,841,741
21THOMAS LEO ADVISORY, LLC$328,804$110,149,345$110,149,345
22Somerset Group LLC$2,584,100$144,688,937$20,639$144,709,576
23Laurel Wealth Planning LLC$373,947$261,613,314$149,828$261,763,142
24Tealwood Asset Management Inc$424,131$374,674,211$257,550$374,931,761
25Ulland Investment Advisors, LLC$996,404$466,057,219$2,252,500$468,309,719
26LPWM LLC$208,316$195,399,864$2,500,000$197,899,864
27FFP Wealth Management, LLC$223,012$155,548,756$3,904,971$159,453,727
28MJT & Associates Financial Advisory Group, Inc.$116,646$115,677,406$4,118,504$119,795,910
29Bond & Devick Financial Network, Inc.$437,720$470,325,310$4,601,125$474,926,435
30Echo Wealth Management, LLC$375,794$126,534,622$4,617,513$131,152,135
31Rossjohnson & Associates, LLC$653,662$122,077,869$4,732,524$126,810,393
32Prairieview Partners, LLC$356,014$740,305,825$5,187,527$745,493,352
33GS Investments, Inc.$822,961$137,943,174$5,252,052$143,195,226
34KP Financial Management, LLC Dba Caissa Wealth Strategies$396,934$168,623,564$7,218,204$175,841,768
35Modus Advisors, LLC$367,536$325,491,792$12,273,518$337,765,310
36Trunorth Wealth Partners, LLC$505,329$463,355,860$14,180,426$477,536,286
37Schwarz Dygos Wheeler Investment Advisors LLC$276,168$428,346,284$14,627,825$442,974,109
38Intelligent Financial Strategies, LLC$375,513$135,028,530$14,801,008$149,829,538
39BGM Wealth Partners, LLC$615,155$374,451,436$15,556,968$390,008,404
40Birchwood Financial Partners, Inc.$362,361$487,428,313$19,514,107$506,942,420
41Brown Wealth Management, LLC$286,125$120,916,000$21,288,000$142,204,000
42Navpoint Financial, Inc.$2,278,266$534,820,724$23,354,481$558,175,205
43JNBA Financial Advisors, LLC$367,527$1,191,643,309$25,237,494$1,216,880,803
44Cornerstone Wealth Advisors, Inc.$295,371$337,181,371$35,872,684$373,054,055
45Gen Financial Management Inc.$858,505$361,388,000$36,100,000$397,488,000
46GUARDIAN WEALTH ADVISORS, LLC$274,967$110,820,000$37,937,000$148,757,000
47Compass Capital Management Inc$1,421,864$1,695,090,490$38,161,347$1,733,251,837
48EPIQ Partners, LLC$1,150,766$365,788,799$43,884,062$409,672,861
49Heritage Wealth Architects, Inc.$359,907$136,855,781$48,856,119$185,711,900
50Silveroak Wealth Management LLC$735,480$1,009,541,053$69,407,949$1,078,949,002
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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 Research.

Reprints: For reprints of these rankings, please contact Caroline Murphy.

*Methodology: InvestmentNews qualified 2,756 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2020, (2) total AUM is at least $100M, (3) does not have employees who are registered representatives of a broker-dealer, (4) managed assets for individual 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) not one who is an insurance company or agency.

Database last updated on July 2021.