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