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
1Fiduciary Counselling Inc$3,867,596$2,473,741,111$3,277,374,544$5,751,115,655
2Accredited Investors Wealth Management$511,598$1,791,269,253$78,108,609$1,869,377,862
3Envoi$1,672,257$1,690,652,000$1,690,652,000
4Stonebridge Capital Advisors LLC$702,732$1,191,591,997$36,080,667$1,227,672,664
5Punch & Associates Investment Management, Inc.$686,051$1,164,228,679$1,164,228,679
6JNBA Financial Advocates$276,380$859,342,186$25,903,671$885,245,857
7Palisade Asset Management$1,877,747$809,133,457$48,997,031$858,130,488
8Silveroak Wealth Management$602,039$703,387,493$56,987,302$760,374,795
9Marquette Asset Management$1,832,987$705,700,000$705,700,000
10Cahill Financial Advisors, Inc.$236,934$485,869,173$106,467,055$592,336,228
11Prairieview Partners, LLC$1,738,712$530,649,585$3,134,939$533,784,524
12All Star Financial Inc$421,390$531,794,135$531,794,135
13Navpoint Financial, Inc.$1,826,307$399,796,256$20,254,259$420,050,515
14The Johnston Group, LLC$404,110$403,000,000$10,000,000$413,000,000
15Quantitative Advantage, LLC$241,672$408,908,546$408,908,546
16BGM Wealth Partners$769,748$402,446,942$5,519,410$407,966,352
17Trunorth Wealth Partners$462,173$388,711,134$13,841,498$402,552,632
18White Oaks Wealth Advisors$1,473,581$393,819,894$2,573,476$396,393,370
19Tealwood Asset Management$413,798$388,142,909$388,142,909
20Birchwood Financial Partners$266,610$349,283,811$21,037,288$370,321,099
21Ballast Advisors, LLC$140,337$333,498,419$7,521,091$341,019,510
22Ulland Investment Advisors$660,410$297,844,687$297,844,687
23Access Financial Services, Inc.$373,229$273,179,938$396,692$273,576,630
24Schwarz Dygos Wheeler Investment Advisors LLC$197,821$264,120,980$7,289,110$271,410,090
25All Terrain Financial Advisors$404,240$260,288,116$6,510,214$266,798,330
26Nicollet Investment Management, Inc.$433,882$260,329,115$260,329,115
27Allodium Investment Consultants, LLC$470,514$255,489,316$255,489,316
28GEN Financial Management Inc.$550,006$244,820,800$3,781,700$248,602,500
29Cornerstone Wealth Advisors, Inc.$225,867$205,200,000$35,800,000$241,000,000
30Nepsis Capital Management, Inc.$120,480$222,514,104$4,109,165$226,623,269
31Modus Advisors, LLC$307,484$204,636,319$9,679,857$214,316,176
32Fure Financial Corporation$170,405$200,907,925$200,907,925
33Waypoint Capital Advisors, LLC$957,726$190,761,166$2,699,481$193,460,647
34Silveroak Wealth Management Llc$750,959$183,985,067$183,985,067
35Mindful Asset Planning$143,503$177,943,503$177,943,503
36CTB Financial Services, Ltd..$201,716$176,905,231$176,905,231
37GS Investment Inc$918,961$164,871,364$1,460,543$166,331,907
38Laurel Wealth Planning$250,356$152,153,031$9,326,712$161,479,743
39EPIQ Partners, LLC$552,150$131,548,472$21,949,361$153,497,833
40Guardian Wealth Advisors$291,943$84,306,000$65,169,000$149,475,000
41Pitzl Financial$160,951$142,441,957$142,441,957
42Capital Formation Strategies Inc$291,837$137,455,376$137,455,376
43Lifestage Wealth Management$117,952$130,925,631$2,124,221$133,049,852
44Somerset Group LLC$578,397$131,277,086$19,016$131,296,102
45Heritage Wealth Architects, Inc.$272,972$104,332,085$23,418,820$127,750,905
46Excelsior Investors$389,301$101,595,258$16,362,961$117,958,219
47Brown Wealth Management, LLC$217,778$93,599,644$14,200,306$107,799,950

Showing 1 to 47 of 47 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.

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