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.

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Rank Business Name Avg. account AUM Discretionary AUM Non-discretionary AUM Total AUM
1Fiduciary Counselling Inc$5,669,158$3,436,469,348$5,679,536,876$9,116,006,224
2Meristem Family Wealth, LLC$6,034,132$1,402,705,850$2,893,596,029$4,296,301,879
3BPS Capital Management, Inc.$48,489,655$3,879,172,415$3,879,172,415
4Accredited Investors Inc$651,689$2,545,432,965$130,400,589$2,675,833,554
5Envoi LLC$1,832,376$2,259,319,068$2,259,319,068
6Compass Capital Management Inc$1,421,864$1,695,090,490$38,161,347$1,733,251,837
7Punch & Associates Investment Management, Inc.$869,826$1,602,219,240$1,602,219,240
8JNBA Financial Advisors, LLC$367,527$1,191,643,309$25,237,494$1,216,880,803
9Silveroak Wealth Management LLC$735,480$1,009,541,053$69,407,949$1,078,949,002
10Palisade Asset Management, LLC$1,850,481$933,525,014$80,538,711$1,014,063,725
11Cahill Financial Advisors, Inc.$275,545$832,895,467$134,267,025$967,162,492
12Marquette Asset Management, LLC$2,026,187$877,339,000$877,339,000
13Prairieview Partners, LLC$356,014$740,305,825$5,187,527$745,493,352
14Quantitative Advantage, LLC$346,494$599,780,339$599,780,339
15Navpoint Financial, Inc.$2,278,266$534,820,724$23,354,481$558,175,205
16Birchwood Financial Partners, Inc.$362,361$487,428,313$19,514,107$506,942,420
17All Terrain Financial Advisors, LLC$935,559$317,050,307$178,796,054$495,846,361
18Trunorth Wealth Partners, LLC$505,329$463,355,860$14,180,426$477,536,286
19Bond & Devick Financial Network, Inc.$437,720$470,325,310$4,601,125$474,926,435
20Ulland Investment Advisors, LLC$996,404$466,057,219$2,252,500$468,309,719
21White Oaks Wealth Advisors, Inc.$1,826,530$460,285,619$460,285,619
22Schwarz Dygos Wheeler Investment Advisors LLC$276,168$428,346,284$14,627,825$442,974,109
23All Star Financial Inc$291,896$424,417,300$424,417,300
24EPIQ Partners, LLC$1,150,766$365,788,799$43,884,062$409,672,861
25C. C. Dunnavan & Co., Inc.$835,690$401,131,134$401,131,134
26Gen Financial Management Inc.$858,505$361,388,000$36,100,000$397,488,000
27Nicollet Investment Management, Inc.$594,813$393,766,229$393,766,229
28BGM Wealth Partners, LLC$615,155$374,451,436$15,556,968$390,008,404
29Tealwood Asset Management Inc$424,131$374,674,211$257,550$374,931,761
30Cornerstone Wealth Advisors, Inc.$295,371$337,181,371$35,872,684$373,054,055
31Waypoint Capital Advisors, LLC$1,082,723$361,629,588$361,629,588
32High Note Wealth, LLC$394,886$347,499,796$347,499,796
33Allodium Investment Consultants, LLC$587,465$340,141,956$340,141,956
34Modus Advisors, LLC$367,536$325,491,792$12,273,518$337,765,310
35Perceptive Edge Investment Management, Inc.$2,078,265$137,888,285$192,555,791$330,444,076
36Mindful Asset Planning LLC$202,415$281,964,467$281,964,467
37Laurel Wealth Planning LLC$373,947$261,613,314$149,828$261,763,142
38Fure Financial Corporation$197,156$216,280,478$216,280,478
39CTB Financial Services, Ltd.$214,052$208,272,587$208,272,587
40Pitzl Financial, LLC$175,356$203,062,743$203,062,743
41LPWM LLC$208,316$195,399,864$2,500,000$197,899,864
42Heritage Wealth Architects, Inc.$359,907$136,855,781$48,856,119$185,711,900
43KP Financial Management, LLC Dba Caissa Wealth Strategies$396,934$168,623,564$7,218,204$175,841,768
44Lifestage Wealth Management LLC$147,795$161,306,873$2,154,030$163,460,903
45FFP Wealth Management, LLC$223,012$155,548,756$3,904,971$159,453,727
46Intelligent Financial Strategies, LLC$375,513$135,028,530$14,801,008$149,829,538
47GUARDIAN WEALTH ADVISORS, LLC$274,967$110,820,000$37,937,000$148,757,000
48Somerset Group LLC$2,584,100$144,688,937$20,639$144,709,576
49GS Investments, Inc.$822,961$137,943,174$5,252,052$143,195,226
50Brown Wealth Management, LLC$286,125$120,916,000$21,288,000$142,204,000
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Showing 1 to 50 of 62 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 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.