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.

Filters

# of employees

MinMax

High-net-worth client assets

Total AUM

MinMax

Total accounts

MinMax

Discretionary AUM

MinMax

Avg. discretionary account AUM

MinMax

Non-discretionary AUM

MinMax

Non-discretionary accounts

MinMax

Average non-discretionary account AUM

MinMax

Avg. account AUM

MinMax
Rank Business Name Avg. account AUM Discretionary AUM Non-discretionary AUM Total AUM
1Fiduciary Counselling Inc$5,669,158$3,436,469,348$5,679,536,876$9,116,006,224
2Accredited Investors Inc$651,689$2,545,432,965$130,400,589$2,675,833,554
3Envoi LLC$1,832,376$2,259,319,068$2,259,319,068
4Compass Capital Management Inc$1,421,864$1,695,090,490$38,161,347$1,733,251,837
5Punch & Associates Investment Management, Inc.$869,826$1,602,219,240$1,602,219,240
6Meristem Family Wealth, LLC$6,034,132$1,402,705,850$2,893,596,029$4,296,301,879
7JNBA Financial Advisors, LLC$367,527$1,191,643,309$25,237,494$1,216,880,803
8Silveroak Wealth Management LLC$735,480$1,009,541,053$69,407,949$1,078,949,002
9Palisade Asset Management, LLC$1,850,481$933,525,014$80,538,711$1,014,063,725
10Marquette Asset Management, LLC$2,026,187$877,339,000$877,339,000
11Cahill Financial Advisors, Inc.$275,545$832,895,467$134,267,025$967,162,492
12Prairieview Partners, LLC$356,014$740,305,825$5,187,527$745,493,352
13Quantitative Advantage, LLC$346,494$599,780,339$599,780,339
14Navpoint Financial, Inc.$2,278,266$534,820,724$23,354,481$558,175,205
15Birchwood Financial Partners, Inc.$362,361$487,428,313$19,514,107$506,942,420
16Bond & Devick Financial Network, Inc.$437,720$470,325,310$4,601,125$474,926,435
17Ulland Investment Advisors, LLC$996,404$466,057,219$2,252,500$468,309,719
18Trunorth Wealth Partners, LLC$505,329$463,355,860$14,180,426$477,536,286
19White Oaks Wealth Advisors, Inc.$1,826,530$460,285,619$460,285,619
20Schwarz Dygos Wheeler Investment Advisors LLC$276,168$428,346,284$14,627,825$442,974,109
21All Star Financial Inc$291,896$424,417,300$424,417,300
22C. C. Dunnavan & Co., Inc.$835,690$401,131,134$401,131,134
23Nicollet Investment Management, Inc.$594,813$393,766,229$393,766,229
24Tealwood Asset Management Inc$424,131$374,674,211$257,550$374,931,761
25BGM Wealth Partners, LLC$615,155$374,451,436$15,556,968$390,008,404
26EPIQ Partners, LLC$1,150,766$365,788,799$43,884,062$409,672,861
27Waypoint Capital Advisors, LLC$1,082,723$361,629,588$361,629,588
28Gen Financial Management Inc.$858,505$361,388,000$36,100,000$397,488,000
29High Note Wealth, LLC$394,886$347,499,796$347,499,796
30Allodium Investment Consultants, LLC$587,465$340,141,956$340,141,956
31Cornerstone Wealth Advisors, Inc.$295,371$337,181,371$35,872,684$373,054,055
32Modus Advisors, LLC$367,536$325,491,792$12,273,518$337,765,310
33All Terrain Financial Advisors, LLC$935,559$317,050,307$178,796,054$495,846,361
34Laurel Wealth Planning LLC$373,947$261,613,314$149,828$261,763,142
35Fure Financial Corporation$197,156$216,280,478$216,280,478
36Pitzl Financial, LLC$175,356$203,062,743$203,062,743
37LPWM LLC$208,316$195,399,864$2,500,000$197,899,864
38KP Financial Management, LLC Dba Caissa Wealth Strategies$396,934$168,623,564$7,218,204$175,841,768
39Lifestage Wealth Management LLC$147,795$161,306,873$2,154,030$163,460,903
40FFP Wealth Management, LLC$223,012$155,548,756$3,904,971$159,453,727
41Somerset Group LLC$2,584,100$144,688,937$20,639$144,709,576
42Cordis Financial, LLC$306,036$141,082,772$141,082,772
43GS Investments, Inc.$822,961$137,943,174$5,252,052$143,195,226
44Perceptive Edge Investment Management, Inc.$2,078,265$137,888,285$192,555,791$330,444,076
45Northland Capital Management, LLC$293,677$137,734,400$137,734,400
46Heritage Wealth Architects, Inc.$359,907$136,855,781$48,856,119$185,711,900
47Intelligent Financial Strategies, LLC$375,513$135,028,530$14,801,008$149,829,538
48CAPITAL FORMATION STRATEGIES INC$300,986$134,841,741$134,841,741
49Enspyre Wealth Advisors, Inc.$518,458$129,614,486$129,614,486
50Echo Wealth Management, LLC$375,794$126,534,622$4,617,513$131,152,135
Next Page »

Showing 1 to 50 of 62 entries

Page 1 | 2

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.