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$4,945,425$3,000,786,558$4,659,676,300$7,660,462,858
2Accredited Investors Wealth Management$580,037$2,209,844,931$87,681,787$2,297,526,718
3Envoi Llc$1,768,252$2,065,317,982$2,065,317,982
4Stonebridge Capital Advisors Llc$798,606$1,431,777,672$43,247,375$1,475,025,047
5Punch & Associates Investment Management, Inc.$793,183$1,433,282,568$1,433,282,568
6Jnba Financial Advisors Inc$314,515$1,038,327,332$29,765,698$1,068,093,030
7Silveroak Wealth Management Llc$685,863$884,516,155$66,090,099$950,606,254
8Palisade Asset Management, Llc$1,847,814$862,239,731$69,058,352$931,298,083
9Marquette Wealth Management$2,014,455$801,753,000$801,753,000
10Cahill Financial Advisors, Inc.$948,671$598,228,133$129,402,351$727,630,484
11Prairieview Partners, Llc$2,038,736$656,484,087$4,066,419$660,550,506
12All Star Financial Inc$404,606$543,790,686$543,790,686
13Quantitative Advantage, Llc$310,326$516,693,145$516,693,145
14Navpoint Financial, Inc.$2,093,983$465,087,163$22,810,811$487,897,974
15White Oaks Wealth Advisors, Inc.$1,761,055$452,591,100$452,591,100
16White Oaks Wealth Advisors, Inc.$1,761,055$452,591,100$452,591,100
17Birchwood Financial Partners, Inc.$314,952$427,260,197$19,026,858$446,287,055
18All Terrain Financial Advisors$747,084$273,572,291$150,771,487$424,343,778
19Tealwood Asset Management$439,266$412,909,911$412,909,911
20Bgm Wealth Partners$698,320$370,221,873$8,965,747$379,187,620
21Ulland Investment Advisors, Llc$788,787$359,686,894$359,686,894
22Gen Financial Management Inc.$739,154$328,324,900$10,946,800$339,271,700
23Nicollet Investment Management, Inc.$522,233$326,917,974$326,917,974
24Access Financial Services, Inc.$398,492$304,398,687$447,403$304,846,090
25Perceptive Edge Investment Management, Inc.$1,980,385$104,757,438$184,378,808$289,136,246
26Modus Advisors, Llc$1,092,644$271,982,002$11,012,881$282,994,883
27Schwarz Dygos Wheeler Investment Advisors Llc$164,317$237,673,811$5,022,611$242,696,422
28Mindful Asset Planning$166,724$226,411,666$226,411,666
29Fure Financial Corporation$181,150$220,640,928$220,640,928
30Epiq Partners, Llc$730,719$178,926,800$29,328,207$208,255,007
31Gs Investment Inc$989,687$191,183,926$1,805,035$192,988,961
32Pitzl Financial$169,467$177,939,930$177,939,930
33Guardian Wealth Advisors, Llc$274,967$110,820,000$37,937,000$148,757,000
34Lifestage Wealth Management Llc$136,579$145,028,845$1,929,857$146,958,702
35Heritage Wealth Architects, Inc.$291,339$120,620,906$25,048,388$145,669,294
36Caissa Wealth Strategies$312,511$128,437,646$12,817,162$141,254,808
37Somerset Group Llc$2,302,356$138,121,923$19,416$138,141,339
38Capital Formation Strategies Inc$300,986$134,841,741$134,841,741
39Excelsior Investors$443,163$117,491,706$17,229,837$134,721,543
40Ffp Wealth Management, Llc$183,154$121,302,564$3,059,261$124,361,825
41Northland Capital Management$239,103$120,268,679$120,268,679
42Brown Wealth Management, Llc$256,518$99,425,256$17,547,000$116,972,256
43Cordis Financial, Llc$264,991$116,861,108$116,861,108
44Enspyre Wealth Advisors, Inc.$455,443$112,494,389$112,494,389
45Thomas Leo Advisory, Llc$328,804$110,149,345$110,149,345
46Echo Wealth Management, Llc$319,459$103,748,386$4,867,707$108,616,093

Showing 1 to 46 of 46 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 Laura Picariello.

*Methodology:InvestmentNews qualified 2,206 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2019. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2018, (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) not one who is an insurance company or agency.

Database last updated on June 5, 2019.