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.

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Rank Business Name Avg. account AUM Discretionary AUM Non-discretionary AUM Total AUM
1Mindful Asset Planning$166,724$226,411,666$226,411,666
2Brown Wealth Management, Llc$256,518$99,425,256$17,547,000$116,972,256
3Echo Wealth Management, Llc$319,459$103,748,386$4,867,707$108,616,093
4Perceptive Edge Investment Management, Inc.$1,980,385$104,757,438$184,378,808$289,136,246
5Thomas Leo Advisory, Llc$328,804$110,149,345$110,149,345
6Guardian Wealth Advisors, Llc$274,967$110,820,000$37,937,000$148,757,000
7Enspyre Wealth Advisors, Inc.$455,443$112,494,389$112,494,389
8Cordis Financial, Llc$264,991$116,861,108$116,861,108
9Excelsior Investors$443,163$117,491,706$17,229,837$134,721,543
10Northland Capital Management$239,103$120,268,679$120,268,679
11Heritage Wealth Architects, Inc.$291,339$120,620,906$25,048,388$145,669,294
12Ffp Wealth Management, Llc$183,154$121,302,564$3,059,261$124,361,825
13Caissa Wealth Strategies$312,511$128,437,646$12,817,162$141,254,808
14Capital Formation Strategies Inc$300,986$134,841,741$134,841,741
15Somerset Group Llc$2,302,356$138,121,923$19,416$138,141,339
16Lifestage Wealth Management Llc$136,579$145,028,845$1,929,857$146,958,702
17Pitzl Financial$169,467$177,939,930$177,939,930
18Epiq Partners, Llc$730,719$178,926,800$29,328,207$208,255,007
19Gs Investment Inc$989,687$191,183,926$1,805,035$192,988,961
20Fure Financial Corporation$181,150$220,640,928$220,640,928
21Schwarz Dygos Wheeler Investment Advisors Llc$164,317$237,673,811$5,022,611$242,696,422
22Modus Advisors, Llc$1,092,644$271,982,002$11,012,881$282,994,883
23All Terrain Financial Advisors$747,084$273,572,291$150,771,487$424,343,778
24Access Financial Services, Inc.$398,492$304,398,687$447,403$304,846,090
25Nicollet Investment Management, Inc.$522,233$326,917,974$326,917,974
26Gen Financial Management Inc.$739,154$328,324,900$10,946,800$339,271,700
27Ulland Investment Advisors, Llc$788,787$359,686,894$359,686,894
28Bgm Wealth Partners$698,320$370,221,873$8,965,747$379,187,620
29Tealwood Asset Management$439,266$412,909,911$412,909,911
30Birchwood Financial Partners, Inc.$314,952$427,260,197$19,026,858$446,287,055
31White Oaks Wealth Advisors, Inc.$1,761,055$452,591,100$452,591,100
32White Oaks Wealth Advisors, Inc.$1,761,055$452,591,100$452,591,100
33Navpoint Financial, Inc.$2,093,983$465,087,163$22,810,811$487,897,974
34Quantitative Advantage, Llc$310,326$516,693,145$516,693,145
35All Star Financial Inc$404,606$543,790,686$543,790,686
36Cahill Financial Advisors, Inc.$948,671$598,228,133$129,402,351$727,630,484
37Prairieview Partners, Llc$2,038,736$656,484,087$4,066,419$660,550,506
38Marquette Wealth Management$2,014,455$801,753,000$801,753,000
39Palisade Asset Management, Llc$1,847,814$862,239,731$69,058,352$931,298,083
40Silveroak Wealth Management Llc$685,863$884,516,155$66,090,099$950,606,254
41Jnba Financial Advisors Inc$314,515$1,038,327,332$29,765,698$1,068,093,030
42Stonebridge Capital Advisors Llc$798,606$1,431,777,672$43,247,375$1,475,025,047
43Punch & Associates Investment Management, Inc.$793,183$1,433,282,568$1,433,282,568
44Envoi Llc$1,768,252$2,065,317,982$2,065,317,982
45Accredited Investors Wealth Management$580,037$2,209,844,931$87,681,787$2,297,526,718
46Fiduciary Counselling Inc$4,945,425$3,000,786,558$4,659,676,300$7,660,462,858

Showing 1 to 46 of 46 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.