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
1CTB FINANCIAL SERVICES, LTD.$207,850$193,508,407$193,508,407
2MINDFUL ASSET PLANNING$166,724$226,411,666$226,411,666
3BROWN WEALTH MANAGEMENT, LLC$256,518$99,425,256$17,547,000$116,972,256
4ECHO WEALTH MANAGEMENT, LLC$319,459$103,748,386$4,867,707$108,616,093
5PERCEPTIVE EDGE INVESTMENT MANAGEMENT, INC.$1,980,385$104,757,438$184,378,808$289,136,246
6THOMAS LEO ADVISORY, LLC$328,804$110,149,345$110,149,345
7GUARDIAN WEALTH ADVISORS, LLC$274,967$110,820,000$37,937,000$148,757,000
8ENSPYRE WEALTH ADVISORS, INC.$455,443$112,494,389$112,494,389
9CORDIS FINANCIAL, LLC$264,991$116,861,108$116,861,108
10EXCELSIOR INVESTORS$443,163$117,491,706$17,229,837$134,721,543
11NORTHLAND CAPITAL MANAGEMENT$239,103$120,268,679$120,268,679
12HERITAGE WEALTH ARCHITECTS, INC.$291,339$120,620,906$25,048,388$145,669,294
13FFP WEALTH MANAGEMENT, LLC$183,154$121,302,564$3,059,261$124,361,825
14CAISSA WEALTH STRATEGIES$312,511$128,437,646$12,817,162$141,254,808
15CAPITAL FORMATION STRATEGIES INC$300,986$134,841,741$134,841,741
16SOMERSET GROUP LLC$2,302,356$138,121,923$19,416$138,141,339
17LIFESTAGE WEALTH MANAGEMENT LLC$136,579$145,028,845$1,929,857$146,958,702
18LOGAN PARK WEALTH MANAGEMENT$191,439$164,626,622$2,500,000$167,126,622
19PITZL FINANCIAL$169,467$177,939,930$177,939,930
20EPIQ PARTNERS, LLC$730,719$178,926,800$29,328,207$208,255,007
21HIGH NOTE WEALTH, LLC$269,249$181,473,513$181,473,513
22GS INVESTMENT INC$989,687$191,183,926$1,805,035$192,988,961
23LAUREL WEALTH PLANNING$299,734$208,118,499$196,842$208,315,341
24FURE FINANCIAL CORPORATION$181,150$220,640,928$220,640,928
25WAYPOINT CAPITAL ADVISORS, LLC$904,987$235,507,665$3,408,895$238,916,560
26SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC$164,317$237,673,811$5,022,611$242,696,422
27CORNERSTONE WEALTH ADVISORS, INC.$252,104$251,078,000$38,590,000$289,668,000
28MODUS ADVISORS, LLC$1,092,644$271,982,002$11,012,881$282,994,883
29ALL TERRAIN FINANCIAL ADVISORS$747,084$273,572,291$150,771,487$424,343,778
30ALLODIUM INVESTMENT CONSULTANTS, LLC$543,265$312,920,885$312,920,885
31GEN FINANCIAL MANAGEMENT INC.$739,154$328,324,900$10,946,800$339,271,700
32NICOLLET INVESTMENT MANAGEMENT, INC.$530,300$342,574,114$342,574,114
33ULLAND INVESTMENT ADVISORS, LLC$788,787$359,686,894$359,686,894
34BGM WEALTH PARTNERS$698,320$370,221,873$8,965,747$379,187,620
35TEALWOOD ASSET MANAGEMENT$439,266$412,909,911$412,909,911
36ALL STAR FINANCIAL INC$291,896$424,417,300$424,417,300
37BIRCHWOOD FINANCIAL PARTNERS, INC.$314,952$427,260,197$19,026,858$446,287,055
38WHITE OAKS WEALTH ADVISORS, INC.$1,761,055$452,591,100$452,591,100
39TRUNORTH WEALTH PARTNERS$496,665$453,185,193$18,149,760$471,334,953
40NAVPOINT FINANCIAL, INC.$2,093,983$465,087,163$22,810,811$487,897,974
41QUANTITATIVE ADVANTAGE, LLC$310,326$516,693,145$516,693,145
42CAHILL FINANCIAL ADVISORS, INC.$948,671$598,228,133$129,402,351$727,630,484
43PRAIRIEVIEW PARTNERS, LLC$2,038,736$656,484,087$4,066,419$660,550,506
44MARQUETTE WEALTH MANAGEMENT$2,014,455$801,753,000$801,753,000
45PALISADE ASSET MANAGEMENT, LLC$1,847,814$862,239,731$69,058,352$931,298,083
46SILVEROAK WEALTH MANAGEMENT LLC$685,863$884,516,155$66,090,099$950,606,254
47JNBA FINANCIAL ADVISORS INC$314,515$1,038,327,332$29,765,698$1,068,093,030
48PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.$793,183$1,433,282,568$1,433,282,568
49MERISTEM FAMILY WEALTH$5,867,836$1,497,847,076$2,445,338,626$3,943,185,702
50ENVOI LLC$1,768,252$2,065,317,982$2,065,317,982
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Showing 1 to 50 of 52 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.