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 | $5,669,158 | $3,436,469,348 | $5,679,536,876 | $9,116,006,224 |
| 2 | Meristem Family Wealth, LLC | $6,034,132 | $1,402,705,850 | $2,893,596,029 | $4,296,301,879 |
| 3 | BPS Capital Management, Inc. | $48,489,655 | — | $3,879,172,415 | $3,879,172,415 |
| 4 | Accredited Investors Inc | $651,689 | $2,545,432,965 | $130,400,589 | $2,675,833,554 |
| 5 | Envoi LLC | $1,832,376 | $2,259,319,068 | — | $2,259,319,068 |
| 6 | Compass Capital Management Inc | $1,421,864 | $1,695,090,490 | $38,161,347 | $1,733,251,837 |
| 7 | Punch & Associates Investment Management, Inc. | $869,826 | $1,602,219,240 | — | $1,602,219,240 |
| 8 | JNBA Financial Advisors, LLC | $367,527 | $1,191,643,309 | $25,237,494 | $1,216,880,803 |
| 9 | Silveroak Wealth Management LLC | $735,480 | $1,009,541,053 | $69,407,949 | $1,078,949,002 |
| 10 | Palisade Asset Management, LLC | $1,850,481 | $933,525,014 | $80,538,711 | $1,014,063,725 |
| 11 | Cahill Financial Advisors, Inc. | $275,545 | $832,895,467 | $134,267,025 | $967,162,492 |
| 12 | Marquette Asset Management, LLC | $2,026,187 | $877,339,000 | — | $877,339,000 |
| 13 | Prairieview Partners, LLC | $356,014 | $740,305,825 | $5,187,527 | $745,493,352 |
| 14 | Quantitative Advantage, LLC | $346,494 | $599,780,339 | — | $599,780,339 |
| 15 | Navpoint Financial, Inc. | $2,278,266 | $534,820,724 | $23,354,481 | $558,175,205 |
| 16 | Birchwood Financial Partners, Inc. | $362,361 | $487,428,313 | $19,514,107 | $506,942,420 |
| 17 | All Terrain Financial Advisors, LLC | $935,559 | $317,050,307 | $178,796,054 | $495,846,361 |
| 18 | Trunorth Wealth Partners, LLC | $505,329 | $463,355,860 | $14,180,426 | $477,536,286 |
| 19 | Bond & Devick Financial Network, Inc. | $437,720 | $470,325,310 | $4,601,125 | $474,926,435 |
| 20 | Ulland Investment Advisors, LLC | $996,404 | $466,057,219 | $2,252,500 | $468,309,719 |
| 21 | White Oaks Wealth Advisors, Inc. | $1,826,530 | $460,285,619 | — | $460,285,619 |
| 22 | Schwarz Dygos Wheeler Investment Advisors LLC | $276,168 | $428,346,284 | $14,627,825 | $442,974,109 |
| 23 | All Star Financial Inc | $291,896 | $424,417,300 | — | $424,417,300 |
| 24 | EPIQ Partners, LLC | $1,150,766 | $365,788,799 | $43,884,062 | $409,672,861 |
| 25 | C. C. Dunnavan & Co., Inc. | $835,690 | $401,131,134 | — | $401,131,134 |
| 26 | Gen Financial Management Inc. | $858,505 | $361,388,000 | $36,100,000 | $397,488,000 |
| 27 | Nicollet Investment Management, Inc. | $594,813 | $393,766,229 | — | $393,766,229 |
| 28 | BGM Wealth Partners, LLC | $615,155 | $374,451,436 | $15,556,968 | $390,008,404 |
| 29 | Tealwood Asset Management Inc | $424,131 | $374,674,211 | $257,550 | $374,931,761 |
| 30 | Cornerstone Wealth Advisors, Inc. | $295,371 | $337,181,371 | $35,872,684 | $373,054,055 |
| 31 | Waypoint Capital Advisors, LLC | $1,082,723 | $361,629,588 | — | $361,629,588 |
| 32 | High Note Wealth, LLC | $394,886 | $347,499,796 | — | $347,499,796 |
| 33 | Allodium Investment Consultants, LLC | $587,465 | $340,141,956 | — | $340,141,956 |
| 34 | Modus Advisors, LLC | $367,536 | $325,491,792 | $12,273,518 | $337,765,310 |
| 35 | Perceptive Edge Investment Management, Inc. | $2,078,265 | $137,888,285 | $192,555,791 | $330,444,076 |
| 36 | Mindful Asset Planning LLC | $202,415 | — | $281,964,467 | $281,964,467 |
| 37 | Laurel Wealth Planning LLC | $373,947 | $261,613,314 | $149,828 | $261,763,142 |
| 38 | Fure Financial Corporation | $197,156 | $216,280,478 | — | $216,280,478 |
| 39 | CTB Financial Services, Ltd. | $214,052 | — | $208,272,587 | $208,272,587 |
| 40 | Pitzl Financial, LLC | $175,356 | $203,062,743 | — | $203,062,743 |
| 41 | LPWM LLC | $208,316 | $195,399,864 | $2,500,000 | $197,899,864 |
| 42 | Heritage Wealth Architects, Inc. | $359,907 | $136,855,781 | $48,856,119 | $185,711,900 |
| 43 | KP Financial Management, LLC Dba Caissa Wealth Strategies | $396,934 | $168,623,564 | $7,218,204 | $175,841,768 |
| 44 | Lifestage Wealth Management LLC | $147,795 | $161,306,873 | $2,154,030 | $163,460,903 |
| 45 | FFP Wealth Management, LLC | $223,012 | $155,548,756 | $3,904,971 | $159,453,727 |
| 46 | Intelligent Financial Strategies, LLC | $375,513 | $135,028,530 | $14,801,008 | $149,829,538 |
| 47 | GUARDIAN WEALTH ADVISORS, LLC | $274,967 | $110,820,000 | $37,937,000 | $148,757,000 |
| 48 | Somerset Group LLC | $2,584,100 | $144,688,937 | $20,639 | $144,709,576 |
| 49 | GS Investments, Inc. | $822,961 | $137,943,174 | $5,252,052 | $143,195,226 |
| 50 | Brown Wealth Management, LLC | $286,125 | $120,916,000 | $21,288,000 | $142,204,000 |
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 Research.
Reprints: For reprints of these rankings, please contact Caroline Murphy.
*Methodology: InvestmentNews qualified 2,756 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2020, (2) total AUM is at least $100M, (3) does not have employees who are registered representatives of a broker-dealer, (4) managed assets for individual 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 July 2021.
