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

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.