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 | MJT & Associates Financial Advisory Group, Inc. | $116,646 | $115,677,406 | $4,118,504 | $119,795,910 |
| 2 | Phillip James Consulting Co. | $158,001 | $110,284,896 | — | $110,284,896 |
| 3 | Pitzl Financial, LLC | $175,356 | $203,062,743 | — | $203,062,743 |
| 4 | Kowalski Financial Inc. | $192,306 | $113,845,000 | — | $113,845,000 |
| 5 | Fure Financial Corporation | $197,156 | $216,280,478 | — | $216,280,478 |
| 6 | LPWM LLC | $208,316 | $195,399,864 | $2,500,000 | $197,899,864 |
| 7 | CTB Financial Services, Ltd. | $214,052 | — | $208,272,587 | $208,272,587 |
| 8 | Vestment Financial LLC | $216,375 | $120,953,555 | — | $120,953,555 |
| 9 | FFP Wealth Management, LLC | $223,012 | $155,548,756 | $3,904,971 | $159,453,727 |
| 10 | GUARDIAN WEALTH ADVISORS, LLC | $274,967 | $110,820,000 | $37,937,000 | $148,757,000 |
| 11 | Cahill Financial Advisors, Inc. | $275,545 | $832,895,467 | $134,267,025 | $967,162,492 |
| 12 | Schwarz Dygos Wheeler Investment Advisors LLC | $276,168 | $428,346,284 | $14,627,825 | $442,974,109 |
| 13 | Brown Wealth Management, LLC | $286,125 | $120,916,000 | $21,288,000 | $142,204,000 |
| 14 | All Star Financial Inc | $291,896 | $424,417,300 | — | $424,417,300 |
| 15 | Cornerstone Wealth Advisors, Inc. | $295,371 | $337,181,371 | $35,872,684 | $373,054,055 |
| 16 | CAPITAL FORMATION STRATEGIES INC | $300,986 | $134,841,741 | — | $134,841,741 |
| 17 | Cordis Financial, LLC | $306,036 | $141,082,772 | — | $141,082,772 |
| 18 | THOMAS LEO ADVISORY, LLC | $328,804 | $110,149,345 | — | $110,149,345 |
| 19 | Josh Arnold Investment Consultant, LLC | $342,594 | $123,334,000 | — | $123,334,000 |
| 20 | Quantitative Advantage, LLC | $346,494 | $599,780,339 | — | $599,780,339 |
| 21 | Prairieview Partners, LLC | $356,014 | $740,305,825 | $5,187,527 | $745,493,352 |
| 22 | Heritage Wealth Architects, Inc. | $359,907 | $136,855,781 | $48,856,119 | $185,711,900 |
| 23 | Birchwood Financial Partners, Inc. | $362,361 | $487,428,313 | $19,514,107 | $506,942,420 |
| 24 | JNBA Financial Advisors, LLC | $367,527 | $1,191,643,309 | $25,237,494 | $1,216,880,803 |
| 25 | Modus Advisors, LLC | $367,536 | $325,491,792 | $12,273,518 | $337,765,310 |
| 26 | Laurel Wealth Planning LLC | $373,947 | $261,613,314 | $149,828 | $261,763,142 |
| 27 | Intelligent Financial Strategies, LLC | $375,513 | $135,028,530 | $14,801,008 | $149,829,538 |
| 28 | Echo Wealth Management, LLC | $375,794 | $126,534,622 | $4,617,513 | $131,152,135 |
| 29 | High Note Wealth, LLC | $394,886 | $347,499,796 | — | $347,499,796 |
| 30 | KP Financial Management, LLC Dba Caissa Wealth Strategies | $396,934 | $168,623,564 | $7,218,204 | $175,841,768 |
| 31 | Tealwood Asset Management Inc | $424,131 | $374,674,211 | $257,550 | $374,931,761 |
| 32 | Bond & Devick Financial Network, Inc. | $437,720 | $470,325,310 | $4,601,125 | $474,926,435 |
| 33 | Trunorth Wealth Partners, LLC | $505,329 | $463,355,860 | $14,180,426 | $477,536,286 |
| 34 | Enspyre Wealth Advisors, Inc. | $518,458 | $129,614,486 | — | $129,614,486 |
| 35 | Allodium Investment Consultants, LLC | $587,465 | $340,141,956 | — | $340,141,956 |
| 36 | Nicollet Investment Management, Inc. | $594,813 | $393,766,229 | — | $393,766,229 |
| 37 | BGM Wealth Partners, LLC | $615,155 | $374,451,436 | $15,556,968 | $390,008,404 |
| 38 | Accredited Investors Inc | $651,689 | $2,545,432,965 | $130,400,589 | $2,675,833,554 |
| 39 | Rossjohnson & Associates, LLC | $653,662 | $122,077,869 | $4,732,524 | $126,810,393 |
| 40 | Silveroak Wealth Management LLC | $735,480 | $1,009,541,053 | $69,407,949 | $1,078,949,002 |
| 41 | GS Investments, Inc. | $822,961 | $137,943,174 | $5,252,052 | $143,195,226 |
| 42 | C. C. Dunnavan & Co., Inc. | $835,690 | $401,131,134 | — | $401,131,134 |
| 43 | Gen Financial Management Inc. | $858,505 | $361,388,000 | $36,100,000 | $397,488,000 |
| 44 | Punch & Associates Investment Management, Inc. | $869,826 | $1,602,219,240 | — | $1,602,219,240 |
| 45 | Ulland Investment Advisors, LLC | $996,404 | $466,057,219 | $2,252,500 | $468,309,719 |
| 46 | Waypoint Capital Advisors, LLC | $1,082,723 | $361,629,588 | — | $361,629,588 |
| 47 | EPIQ Partners, LLC | $1,150,766 | $365,788,799 | $43,884,062 | $409,672,861 |
| 48 | Compass Capital Management Inc | $1,421,864 | $1,695,090,490 | $38,161,347 | $1,733,251,837 |
| 49 | White Oaks Wealth Advisors, Inc. | $1,826,530 | $460,285,619 | — | $460,285,619 |
| 50 | Envoi LLC | $1,832,376 | $2,259,319,068 | — | $2,259,319,068 |
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.
