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
1Meristem Family Wealth, LLC$6,034,132$1,402,705,850$2,893,596,029$4,296,301,879
2Fiduciary Counselling Inc$5,669,158$3,436,469,348$5,679,536,876$9,116,006,224
3Somerset Group LLC$2,584,100$144,688,937$20,639$144,709,576
4Navpoint Financial, Inc.$2,278,266$534,820,724$23,354,481$558,175,205
5Marquette Asset Management, LLC$2,026,187$877,339,000$877,339,000
6Palisade Asset Management, LLC$1,850,481$933,525,014$80,538,711$1,014,063,725
7Envoi LLC$1,832,376$2,259,319,068$2,259,319,068
8White Oaks Wealth Advisors, Inc.$1,826,530$460,285,619$460,285,619
9Compass Capital Management Inc$1,421,864$1,695,090,490$38,161,347$1,733,251,837
10EPIQ Partners, LLC$1,150,766$365,788,799$43,884,062$409,672,861
11Waypoint Capital Advisors, LLC$1,082,723$361,629,588$361,629,588
12Ulland Investment Advisors, LLC$996,404$466,057,219$2,252,500$468,309,719
13Punch & Associates Investment Management, Inc.$869,826$1,602,219,240$1,602,219,240
14Gen Financial Management Inc.$858,505$361,388,000$36,100,000$397,488,000
15C. C. Dunnavan & Co., Inc.$835,690$401,131,134$401,131,134
16GS Investments, Inc.$822,961$137,943,174$5,252,052$143,195,226
17Silveroak Wealth Management LLC$735,480$1,009,541,053$69,407,949$1,078,949,002
18Rossjohnson & Associates, LLC$653,662$122,077,869$4,732,524$126,810,393
19Accredited Investors Inc$651,689$2,545,432,965$130,400,589$2,675,833,554
20BGM Wealth Partners, LLC$615,155$374,451,436$15,556,968$390,008,404
21Nicollet Investment Management, Inc.$594,813$393,766,229$393,766,229
22Allodium Investment Consultants, LLC$587,465$340,141,956$340,141,956
23Enspyre Wealth Advisors, Inc.$518,458$129,614,486$129,614,486
24Trunorth Wealth Partners, LLC$505,329$463,355,860$14,180,426$477,536,286
25Bond & Devick Financial Network, Inc.$437,720$470,325,310$4,601,125$474,926,435
26Tealwood Asset Management Inc$424,131$374,674,211$257,550$374,931,761
27KP Financial Management, LLC Dba Caissa Wealth Strategies$396,934$168,623,564$7,218,204$175,841,768
28High Note Wealth, LLC$394,886$347,499,796$347,499,796
29Echo Wealth Management, LLC$375,794$126,534,622$4,617,513$131,152,135
30Intelligent Financial Strategies, LLC$375,513$135,028,530$14,801,008$149,829,538
31Laurel Wealth Planning LLC$373,947$261,613,314$149,828$261,763,142
32Modus Advisors, LLC$367,536$325,491,792$12,273,518$337,765,310
33JNBA Financial Advisors, LLC$367,527$1,191,643,309$25,237,494$1,216,880,803
34Birchwood Financial Partners, Inc.$362,361$487,428,313$19,514,107$506,942,420
35Heritage Wealth Architects, Inc.$359,907$136,855,781$48,856,119$185,711,900
36Prairieview Partners, LLC$356,014$740,305,825$5,187,527$745,493,352
37Quantitative Advantage, LLC$346,494$599,780,339$599,780,339
38Josh Arnold Investment Consultant, LLC$342,594$123,334,000$123,334,000
39THOMAS LEO ADVISORY, LLC$328,804$110,149,345$110,149,345
40Cordis Financial, LLC$306,036$141,082,772$141,082,772
41CAPITAL FORMATION STRATEGIES INC$300,986$134,841,741$134,841,741
42Cornerstone Wealth Advisors, Inc.$295,371$337,181,371$35,872,684$373,054,055
43All Star Financial Inc$291,896$424,417,300$424,417,300
44Brown Wealth Management, LLC$286,125$120,916,000$21,288,000$142,204,000
45Schwarz Dygos Wheeler Investment Advisors LLC$276,168$428,346,284$14,627,825$442,974,109
46Cahill Financial Advisors, Inc.$275,545$832,895,467$134,267,025$967,162,492
47GUARDIAN WEALTH ADVISORS, LLC$274,967$110,820,000$37,937,000$148,757,000
48FFP Wealth Management, LLC$223,012$155,548,756$3,904,971$159,453,727
49Vestment Financial LLC$216,375$120,953,555$120,953,555
50CTB Financial Services, Ltd.$214,052$208,272,587$208,272,587
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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 Carline Murphy.

*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.