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

Showing 1 to 44 of 44 entries

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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.