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 |
|---|---|---|---|---|---|
| 1 | Fiduciary Counselling Inc | $3,805,711 | $2,871,083,743 | $2,692,866,043 | $5,563,949,786 |
| 2 | Accredited Investors Wealth Management | $580,408 | $1,858,424,252 | $78,395,986 | $1,936,820,238 |
| 3 | Envoi | $1,654,391 | $1,629,575,000 | $0 | $1,629,575,000 |
| 4 | Punch & Associates Investment Management, Inc. | $799,470 | $1,241,577,269 | $0 | $1,241,577,269 |
| 5 | Stonebridge Capital Advisors LLC | $760,957 | $1,144,478,326 | $27,395,190 | $1,171,873,516 |
| 6 | Palisade Asset Management | $2,215,548 | $908,224,460 | $53,323,487 | $961,547,947 |
| 7 | JNBA Financial Advocates | $303,017 | $908,142,294 | $0 | $908,142,294 |
| 8 | Marquette Asset Management | $2,020,856 | $755,800,000 | $0 | $755,800,000 |
| 9 | Silveroak Wealth Management | $642,720 | $694,598,941 | $57,383,337 | $751,982,278 |
| 10 | Prairieview Partners, LLC | $1,884,691 | $534,583,873 | $10,091,882 | $544,675,755 |
| 11 | Cahill Financial Advisors, Inc. | $253,921 | $436,850,734 | $103,492,267 | $540,343,001 |
| 12 | All Star Financial Inc | $421,390 | $531,794,135 | $0 | $531,794,135 |
| 13 | Quantitative Advantage, LLC | $253,487 | $429,913,659 | $0 | $429,913,659 |
| 14 | The Johnston Group, LLC | $607,418 | $408,400,000 | $17,400,000 | $425,800,000 |
| 15 | Navpoint Financial, Inc. | $1,915,220 | $409,349,316 | $15,829,473 | $425,178,789 |
| 16 | Tealwood Asset Management | $457,130 | $425,131,292 | $0 | $425,131,292 |
| 17 | White Oaks Wealth Advisors | $1,666,475 | $418,600,805 | $3,017,366 | $421,618,171 |
| 18 | Trunorth Wealth Partners | $491,212 | $390,041,824 | $30,926,692 | $420,968,516 |
| 19 | Birchwood Financial Partners | $291,629 | $375,615,116 | $24,792,000 | $400,407,116 |
| 20 | Ballast Advisors, LLC | $146,036 | $340,408,988 | $10,660,664 | $351,069,652 |
| 21 | BGM Wealth Partners | $689,068 | $338,046,000 | $7,177,000 | $345,223,000 |
| 22 | Ulland Investment Advisors | $1,623,219 | $321,397,433 | $0 | $321,397,433 |
| 23 | Nepsis Capital Management, Inc. | $115,109 | $262,794,268 | $0 | $262,794,268 |
| 24 | All Terrain Financial Advisors | $388,408 | $255,826,053 | $5,572,639 | $261,398,692 |
| 25 | Allodium Investment Consultants, LLC | $522,297 | $253,313,949 | $0 | $253,313,949 |
| 26 | Cornerstone Wealth Advisors, Inc. | $233,116 | $223,900,000 | $26,700,000 | $250,600,000 |
| 27 | Schwarz Dygos Wheeler Investment Advisors LLC | $189,093 | $236,223,626 | $6,193,859 | $242,417,485 |
| 28 | Access Financial Services, Inc. | $361,011 | $237,861,329 | $406,124 | $238,267,453 |
| 29 | Nicollet Investment Management, Inc. | $420,878 | $232,745,734 | $0 | $232,745,734 |
| 30 | Modus Advisors, LLC | $375,321 | $182,804,606 | $19,868,956 | $202,673,562 |
| 31 | Fure Financial Corporation | $181,909 | $200,282,019 | $0 | $200,282,019 |
| 32 | CTB Financial Services, Ltd.. | $213,442 | $0 | $181,639,500 | $181,639,500 |
| 33 | Mindful Asset Planning | $159,253 | $0 | $176,293,000 | $176,293,000 |
| 34 | Laurel Wealth Planning | $269,328 | $151,228,927 | $17,101,370 | $168,330,297 |
| 35 | GEN Financial Management Inc. | $212,722 | $167,500,000 | $337,800 | $167,837,800 |
| 36 | GS Investment Inc | $1,000,826 | $164,930,495 | $1,206,572 | $166,137,067 |
| 37 | Guardian Wealth Advisors | $303,770 | $84,276,000 | $63,660,000 | $147,936,000 |
| 38 | Waypoint Capital Advisors, LLC | $1,055,769 | $143,791,683 | $2,960,210 | $146,751,893 |
| 39 | Somerset Group LLC | $708,631 | $143,831,704 | $20,441 | $143,852,145 |
| 40 | EPIQ Partners, LLC | $490,228 | $117,954,600 | $18,819,100 | $136,773,700 |
| 41 | Lifestage Wealth Management | $131,276 | $131,669,673 | $2,363,408 | $134,033,081 |
| 42 | Heritage Wealth Architects, Inc. | $282,239 | $105,300,628 | $22,835,722 | $128,136,350 |
| 43 | Pitzl Financial | $172,786 | $127,688,922 | $0 | $127,688,922 |
| 44 | Excelsior Investors | $415,751 | $109,111,959 | $17,276,472 | $126,388,431 |
| 45 | Capital Formation Strategies Inc | $253,884 | $122,626,070 | $0 | $122,626,070 |
| 46 | Thomas Leo Advisory, LLC | $635,227 | $102,800,000 | $9,000,000 | $111,800,000 |
| 47 | Brown Wealth Management, LLC | $1,084,537 | $91,191,597 | $16,177,602 | $107,369,199 |
| 48 | Cordis Financial, LLC | $270,881 | $101,309,504 | $0 | $101,309,504 |
Showing 1 to 48 of 48 entries
Page 1
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 2,172 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2018. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2017, (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 11, 2018.
