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 | $4,945,425 | $3,000,786,558 | $4,659,676,300 | $7,660,462,858 |
| 2 | MERISTEM FAMILY WEALTH | $5,867,836 | $1,497,847,076 | $2,445,338,626 | $3,943,185,702 |
| 3 | ACCREDITED INVESTORS WEALTH MANAGEMENT | $580,037 | $2,209,844,931 | $87,681,787 | $2,297,526,718 |
| 4 | ENVOI LLC | $1,768,252 | $2,065,317,982 | — | $2,065,317,982 |
| 5 | PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | $793,183 | $1,433,282,568 | — | $1,433,282,568 |
| 6 | JNBA FINANCIAL ADVISORS INC | $314,515 | $1,038,327,332 | $29,765,698 | $1,068,093,030 |
| 7 | SILVEROAK WEALTH MANAGEMENT LLC | $685,863 | $884,516,155 | $66,090,099 | $950,606,254 |
| 8 | PALISADE ASSET MANAGEMENT, LLC | $1,847,814 | $862,239,731 | $69,058,352 | $931,298,083 |
| 9 | MARQUETTE WEALTH MANAGEMENT | $2,014,455 | $801,753,000 | — | $801,753,000 |
| 10 | CAHILL FINANCIAL ADVISORS, INC. | $948,671 | $598,228,133 | $129,402,351 | $727,630,484 |
| 11 | PRAIRIEVIEW PARTNERS, LLC | $2,038,736 | $656,484,087 | $4,066,419 | $660,550,506 |
| 12 | QUANTITATIVE ADVANTAGE, LLC | $310,326 | $516,693,145 | — | $516,693,145 |
| 13 | NAVPOINT FINANCIAL, INC. | $2,093,983 | $465,087,163 | $22,810,811 | $487,897,974 |
| 14 | TRUNORTH WEALTH PARTNERS | $496,665 | $453,185,193 | $18,149,760 | $471,334,953 |
| 15 | WHITE OAKS WEALTH ADVISORS, INC. | $1,761,055 | $452,591,100 | — | $452,591,100 |
| 16 | BIRCHWOOD FINANCIAL PARTNERS, INC. | $314,952 | $427,260,197 | $19,026,858 | $446,287,055 |
| 17 | ALL STAR FINANCIAL INC | $291,896 | $424,417,300 | — | $424,417,300 |
| 18 | ALL TERRAIN FINANCIAL ADVISORS | $747,084 | $273,572,291 | $150,771,487 | $424,343,778 |
| 19 | TEALWOOD ASSET MANAGEMENT | $439,266 | $412,909,911 | — | $412,909,911 |
| 20 | BGM WEALTH PARTNERS | $698,320 | $370,221,873 | $8,965,747 | $379,187,620 |
| 21 | ULLAND INVESTMENT ADVISORS, LLC | $788,787 | $359,686,894 | — | $359,686,894 |
| 22 | NICOLLET INVESTMENT MANAGEMENT, INC. | $530,300 | $342,574,114 | — | $342,574,114 |
| 23 | GEN FINANCIAL MANAGEMENT INC. | $739,154 | $328,324,900 | $10,946,800 | $339,271,700 |
| 24 | ALLODIUM INVESTMENT CONSULTANTS, LLC | $543,265 | $312,920,885 | — | $312,920,885 |
| 25 | CORNERSTONE WEALTH ADVISORS, INC. | $252,104 | $251,078,000 | $38,590,000 | $289,668,000 |
| 26 | PERCEPTIVE EDGE INVESTMENT MANAGEMENT, INC. | $1,980,385 | $104,757,438 | $184,378,808 | $289,136,246 |
| 27 | MODUS ADVISORS, LLC | $1,092,644 | $271,982,002 | $11,012,881 | $282,994,883 |
| 28 | SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC | $164,317 | $237,673,811 | $5,022,611 | $242,696,422 |
| 29 | WAYPOINT CAPITAL ADVISORS, LLC | $904,987 | $235,507,665 | $3,408,895 | $238,916,560 |
| 30 | MINDFUL ASSET PLANNING | $166,724 | — | $226,411,666 | $226,411,666 |
| 31 | FURE FINANCIAL CORPORATION | $181,150 | $220,640,928 | — | $220,640,928 |
| 32 | LAUREL WEALTH PLANNING | $299,734 | $208,118,499 | $196,842 | $208,315,341 |
| 33 | EPIQ PARTNERS, LLC | $730,719 | $178,926,800 | $29,328,207 | $208,255,007 |
| 34 | CTB FINANCIAL SERVICES, LTD. | $207,850 | — | $193,508,407 | $193,508,407 |
| 35 | GS INVESTMENT INC | $989,687 | $191,183,926 | $1,805,035 | $192,988,961 |
| 36 | HIGH NOTE WEALTH, LLC | $269,249 | $181,473,513 | — | $181,473,513 |
| 37 | PITZL FINANCIAL | $169,467 | $177,939,930 | — | $177,939,930 |
| 38 | LOGAN PARK WEALTH MANAGEMENT | $191,439 | $164,626,622 | $2,500,000 | $167,126,622 |
| 39 | GUARDIAN WEALTH ADVISORS, LLC | $274,967 | $110,820,000 | $37,937,000 | $148,757,000 |
| 40 | LIFESTAGE WEALTH MANAGEMENT LLC | $136,579 | $145,028,845 | $1,929,857 | $146,958,702 |
| 41 | HERITAGE WEALTH ARCHITECTS, INC. | $291,339 | $120,620,906 | $25,048,388 | $145,669,294 |
| 42 | CAISSA WEALTH STRATEGIES | $312,511 | $128,437,646 | $12,817,162 | $141,254,808 |
| 43 | SOMERSET GROUP LLC | $2,302,356 | $138,121,923 | $19,416 | $138,141,339 |
| 44 | CAPITAL FORMATION STRATEGIES INC | $300,986 | $134,841,741 | — | $134,841,741 |
| 45 | EXCELSIOR INVESTORS | $443,163 | $117,491,706 | $17,229,837 | $134,721,543 |
| 46 | FFP WEALTH MANAGEMENT, LLC | $183,154 | $121,302,564 | $3,059,261 | $124,361,825 |
| 47 | NORTHLAND CAPITAL MANAGEMENT | $239,103 | $120,268,679 | — | $120,268,679 |
| 48 | BROWN WEALTH MANAGEMENT, LLC | $256,518 | $99,425,256 | $17,547,000 | $116,972,256 |
| 49 | CORDIS FINANCIAL, LLC | $264,991 | $116,861,108 | — | $116,861,108 |
| 50 | ENSPYRE WEALTH ADVISORS, INC. | $455,443 | $112,494,389 | — | $112,494,389 |
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 Sabrina Straub.
*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.
