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
2Accredited Investors Wealth Management$511,598$1,791,269,253$78,108,609$1,869,377,862
3Envoi$1,672,257$1,690,652,000$1,690,652,000
4Stonebridge Capital Advisors LLC$702,732$1,191,591,997$36,080,667$1,227,672,664
5Punch & Associates Investment Management, Inc.$686,051$1,164,228,679$1,164,228,679
6JNBA Financial Advocates$276,380$859,342,186$25,903,671$885,245,857
7Palisade Asset Management$1,877,747$809,133,457$48,997,031$858,130,488
8Marquette Asset Management$1,832,987$705,700,000$705,700,000
9Silveroak Wealth Management$602,039$703,387,493$56,987,302$760,374,795
10All Star Financial Inc$421,390$531,794,135$531,794,135
11Prairieview Partners, LLC$1,738,712$530,649,585$3,134,939$533,784,524
12Cahill Financial Advisors, Inc.$236,934$485,869,173$106,467,055$592,336,228
13Quantitative Advantage, LLC$241,672$408,908,546$408,908,546
14The Johnston Group, LLC$404,110$403,000,000$10,000,000$413,000,000
15BGM Wealth Partners$769,748$402,446,942$5,519,410$407,966,352
16Navpoint Financial, Inc.$1,826,307$399,796,256$20,254,259$420,050,515
17White Oaks Wealth Advisors$1,473,581$393,819,894$2,573,476$396,393,370
18Trunorth Wealth Partners$462,173$388,711,134$13,841,498$402,552,632
19Tealwood Asset Management$413,798$388,142,909$388,142,909
20Birchwood Financial Partners$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
25Nicollet Investment Management, Inc.$433,882$260,329,115$260,329,115
26All Terrain Financial Advisors$404,240$260,288,116$6,510,214$266,798,330
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
29Nepsis Capital Management, Inc.$120,480$222,514,104$4,109,165$226,623,269
30Cornerstone Wealth Advisors, Inc.$225,867$205,200,000$35,800,000$241,000,000
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
34Silveroak Wealth Management Llc$750,959$183,985,067$183,985,067
35GS Investment Inc$918,961$164,871,364$1,460,543$166,331,907
36Laurel Wealth Planning$250,356$152,153,031$9,326,712$161,479,743
37Pitzl Financial$160,951$142,441,957$142,441,957
38Capital Formation Strategies Inc$291,837$137,455,376$137,455,376
39EPIQ Partners, LLC$552,150$131,548,472$21,949,361$153,497,833
40Somerset Group LLC$578,397$131,277,086$19,016$131,296,102
41Lifestage Wealth Management$117,952$130,925,631$2,124,221$133,049,852
42Heritage Wealth Architects, Inc.$272,972$104,332,085$23,418,820$127,750,905
43Excelsior Investors$389,301$101,595,258$16,362,961$117,958,219
44Brown Wealth Management, LLC$217,778$93,599,644$14,200,306$107,799,950
45Guardian Wealth Advisors$291,943$84,306,000$65,169,000$149,475,000
46Mindful Asset Planning$143,503$177,943,503$177,943,503
47CTB Financial Services, Ltd..$201,716$176,905,231$176,905,231

Showing 1 to 47 of 47 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.

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