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

Showing 1 to 48 of 48 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 2,172 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.

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