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 | $3,867,596 | $2,473,741,111 | $3,277,374,544 | $5,751,115,655 |
| 2 | Meristem Family Wealth | $5,601,116 | $1,508,315,042 | $1,729,129,967 | $3,237,445,009 |
| 3 | Accredited Investors Wealth Management | $511,598 | $1,791,269,253 | $78,108,609 | $1,869,377,862 |
| 4 | Envoi Llc | $1,672,257 | $1,690,652,000 | — | $1,690,652,000 |
| 5 | Stonebridge Capital Advisors LLC | $702,732 | $1,191,591,997 | $36,080,667 | $1,227,672,664 |
| 6 | Punch & Associates Investment Management, Inc. | $686,051 | $1,164,228,679 | — | $1,164,228,679 |
| 7 | Jnba Financial Advisors Inc | $276,380 | $859,342,186 | $25,903,671 | $885,245,857 |
| 8 | Palisade Asset Management, Llc | $1,877,747 | $809,133,457 | $48,997,031 | $858,130,488 |
| 9 | Silveroak Wealth Management Llc | $602,039 | $703,387,493 | $56,987,302 | $760,374,795 |
| 10 | Marquette Wealth Management | $1,832,987 | $705,700,000 | — | $705,700,000 |
| 11 | Cahill Financial Advisors, Inc. | $236,934 | $485,869,173 | $106,467,055 | $592,336,228 |
| 12 | All Star Financial Inc | $404,606 | $543,790,686 | — | $543,790,686 |
| 13 | Prairieview Partners, Llc | $1,738,712 | $530,649,585 | $3,134,939 | $533,784,524 |
| 14 | Navpoint Financial, Inc. | $1,826,307 | $399,796,256 | $20,254,259 | $420,050,515 |
| 15 | Quantitative Advantage, Llc | $241,672 | $408,908,546 | — | $408,908,546 |
| 16 | Bgm Wealth Partners | $769,748 | $402,446,942 | $5,519,410 | $407,966,352 |
| 17 | Trunorth Wealth Partners | $462,173 | $388,711,134 | $13,841,498 | $402,552,632 |
| 18 | White Oaks Wealth Advisors, Inc. | $1,462,429 | $390,819,894 | $2,573,476 | $393,393,370 |
| 19 | Tealwood Asset Management | $413,798 | $388,142,909 | — | $388,142,909 |
| 20 | Birchwood Financial Partners, Inc. | $266,610 | $349,283,811 | $21,037,288 | $370,321,099 |
| 21 | Ballast Advisors, Llc | $140,337 | $333,498,419 | $7,521,091 | $341,019,510 |
| 22 | Ulland Investment Advisors | $660,410 | $297,844,687 | — | $297,844,687 |
| 23 | Access Financial Services, Inc. | $373,229 | $273,179,938 | $396,692 | $273,576,630 |
| 24 | Schwarz Dygos Wheeler Investment Advisors Llc | $197,821 | $264,120,980 | $7,289,110 | $271,410,090 |
| 25 | All Terrain Financial Advisors | $404,240 | $260,288,116 | $6,510,214 | $266,798,330 |
| 26 | Nicollet Investment Management, Inc. | $433,882 | $260,329,115 | — | $260,329,115 |
| 27 | Allodium Investment Consultants, Llc | $470,514 | $255,489,316 | — | $255,489,316 |
| 28 | Gen Financial Management Inc. | $550,006 | $244,820,800 | $3,781,700 | $248,602,500 |
| 29 | Cornerstone Wealth Advisors, Inc. | $225,867 | $205,200,000 | $35,800,000 | $241,000,000 |
| 30 | Nepsis, Inc. | $120,480 | $222,514,104 | $4,109,165 | $226,623,269 |
| 31 | Modus Advisors, Llc | $307,484 | $204,636,319 | $9,679,857 | $214,316,176 |
| 32 | Fure Financial Corporation | $170,405 | $200,907,925 | — | $200,907,925 |
| 33 | Waypoint Capital Advisors, Llc | $957,726 | $190,761,166 | $2,699,481 | $193,460,647 |
| 34 | Mindful Asset Planning | $143,503 | — | $177,943,503 | $177,943,503 |
| 35 | Ctb Financial Services, Ltd. | $201,716 | — | $176,905,231 | $176,905,231 |
| 36 | Gs Investment Inc | $918,961 | $164,871,364 | $1,460,543 | $166,331,907 |
| 37 | Laurel Wealth Planning | $250,356 | $152,153,031 | $9,326,712 | $161,479,743 |
| 38 | Epiq Partners, Llc | $552,150 | $131,548,472 | $21,949,361 | $153,497,833 |
| 39 | Guardian Wealth Advisors, Llc | $291,943 | $84,306,000 | $65,169,000 | $149,475,000 |
| 40 | Pitzl Financial | $160,951 | $142,441,957 | — | $142,441,957 |
| 41 | Capital Formation Strategies Inc | $291,837 | $137,455,376 | — | $137,455,376 |
| 42 | Caissa Wealth Strategies | $313,941 | $125,267,170 | $11,297,100 | $136,564,270 |
| 43 | Lifestage Wealth Management Llc | $117,952 | $130,925,631 | $2,124,221 | $133,049,852 |
| 44 | Somerset Group Llc | $578,397 | $131,277,086 | $19,016 | $131,296,102 |
| 45 | Heritage Wealth Architects, Inc. | $272,972 | $104,332,085 | $23,418,820 | $127,750,905 |
| 46 | Excelsior Investors | $389,301 | $101,595,258 | $16,362,961 | $117,958,219 |
| 47 | Brown Wealth Management, Llc | $217,778 | $93,599,644 | $14,200,306 | $107,799,950 |
| 48 | Ffp Wealth Management, Llc | $164,765 | $106,767,911 | — | $106,767,911 |
| 49 | Enspyre Wealth Advisors, Inc. | $452,273 | $102,213,699 | — | $102,213,699 |
Showing 1 to 49 of 49 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.
