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
1Accredited Investors Inc$651,689$2,545,432,965$130,400,589$2,675,833,554
2All Star Financial Inc$291,896$424,417,300$424,417,300
3Allodium Investment Consultants, LLC$587,465$340,141,956$340,141,956
4BGM Wealth Partners, LLC$615,155$374,451,436$15,556,968$390,008,404
5Birchwood Financial Partners, Inc.$362,361$487,428,313$19,514,107$506,942,420
6Bond & Devick Financial Network, Inc.$437,720$470,325,310$4,601,125$474,926,435
7Brown Wealth Management, LLC$286,125$120,916,000$21,288,000$142,204,000
8C. C. Dunnavan & Co., Inc.$835,690$401,131,134$401,131,134
9Cahill Financial Advisors, Inc.$275,545$832,895,467$134,267,025$967,162,492
10CAPITAL FORMATION STRATEGIES INC$300,986$134,841,741$134,841,741
11Compass Capital Management Inc$1,421,864$1,695,090,490$38,161,347$1,733,251,837
12Cordis Financial, LLC$306,036$141,082,772$141,082,772
13Cornerstone Wealth Advisors, Inc.$295,371$337,181,371$35,872,684$373,054,055
14CTB Financial Services, Ltd.$214,052$208,272,587$208,272,587
15Echo Wealth Management, LLC$375,794$126,534,622$4,617,513$131,152,135
16Enspyre Wealth Advisors, Inc.$518,458$129,614,486$129,614,486
17Envoi LLC$1,832,376$2,259,319,068$2,259,319,068
18EPIQ Partners, LLC$1,150,766$365,788,799$43,884,062$409,672,861
19FFP Wealth Management, LLC$223,012$155,548,756$3,904,971$159,453,727
20Fiduciary Counselling Inc$5,669,158$3,436,469,348$5,679,536,876$9,116,006,224
21Fure Financial Corporation$197,156$216,280,478$216,280,478
22Gen Financial Management Inc.$858,505$361,388,000$36,100,000$397,488,000
23GS Investments, Inc.$822,961$137,943,174$5,252,052$143,195,226
24GUARDIAN WEALTH ADVISORS, LLC$274,967$110,820,000$37,937,000$148,757,000
25Heritage Wealth Architects, Inc.$359,907$136,855,781$48,856,119$185,711,900
26High Note Wealth, LLC$394,886$347,499,796$347,499,796
27Intelligent Financial Strategies, LLC$375,513$135,028,530$14,801,008$149,829,538
28JNBA Financial Advisors, LLC$367,527$1,191,643,309$25,237,494$1,216,880,803
29Josh Arnold Investment Consultant, LLC$342,594$123,334,000$123,334,000
30Kowalski Financial Inc.$192,306$113,845,000$113,845,000
31KP Financial Management, LLC Dba Caissa Wealth Strategies$396,934$168,623,564$7,218,204$175,841,768
32Laurel Wealth Planning LLC$373,947$261,613,314$149,828$261,763,142
33LPWM LLC$208,316$195,399,864$2,500,000$197,899,864
34Marquette Asset Management, LLC$2,026,187$877,339,000$877,339,000
35Meristem Family Wealth, LLC$6,034,132$1,402,705,850$2,893,596,029$4,296,301,879
36MJT & Associates Financial Advisory Group, Inc.$116,646$115,677,406$4,118,504$119,795,910
37Modus Advisors, LLC$367,536$325,491,792$12,273,518$337,765,310
38Navpoint Financial, Inc.$2,278,266$534,820,724$23,354,481$558,175,205
39Nicollet Investment Management, Inc.$594,813$393,766,229$393,766,229
40Palisade Asset Management, LLC$1,850,481$933,525,014$80,538,711$1,014,063,725
41Phillip James Consulting Co.$158,001$110,284,896$110,284,896
42Pitzl Financial, LLC$175,356$203,062,743$203,062,743
43Prairieview Partners, LLC$356,014$740,305,825$5,187,527$745,493,352
44Punch & Associates Investment Management, Inc.$869,826$1,602,219,240$1,602,219,240
45Quantitative Advantage, LLC$346,494$599,780,339$599,780,339
46Rossjohnson & Associates, LLC$653,662$122,077,869$4,732,524$126,810,393
47Schwarz Dygos Wheeler Investment Advisors LLC$276,168$428,346,284$14,627,825$442,974,109
48Silveroak Wealth Management LLC$735,480$1,009,541,053$69,407,949$1,078,949,002
49Somerset Group LLC$2,584,100$144,688,937$20,639$144,709,576
50Tealwood Asset Management Inc$424,131$374,674,211$257,550$374,931,761
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Showing 1 to 50 of 56 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 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.