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
1Enspyre Wealth Advisors, Inc.$518,458$129,614,486$129,614,486
2Allodium Investment Consultants, LLC$587,465$340,141,956$340,141,956
3Waypoint Capital Advisors, LLC$1,082,723$361,629,588$361,629,588
4Kowalski Financial Inc.$192,306$113,845,000$113,845,000
5Northland Capital Management, LLC$293,677$137,734,400$137,734,400
6Envoi LLC$1,832,376$2,259,319,068$2,259,319,068
7High Note Wealth, LLC$394,886$347,499,796$347,499,796
8Pitzl Financial, LLC$175,356$203,062,743$203,062,743
9Fure Financial Corporation$197,156$216,280,478$216,280,478
10Punch & Associates Investment Management, Inc.$869,826$1,602,219,240$1,602,219,240
11Cordis Financial, LLC$306,036$141,082,772$141,082,772
12Quantitative Advantage, LLC$346,494$599,780,339$599,780,339
13Nicollet Investment Management, Inc.$594,813$393,766,229$393,766,229
14Josh Arnold Investment Consultant, LLC$342,594$123,334,000$123,334,000
15White Oaks Wealth Advisors, Inc.$1,826,530$460,285,619$460,285,619
16All Star Financial Inc$291,896$424,417,300$424,417,300
17C. C. Dunnavan & Co., Inc.$835,690$401,131,134$401,131,134
18Phillip James Consulting Co.$158,001$110,284,896$110,284,896
19Marquette Asset Management, LLC$2,026,187$877,339,000$877,339,000
20Vestment Financial LLC$216,375$120,953,555$120,953,555
21CAPITAL FORMATION STRATEGIES INC$300,986$134,841,741$134,841,741
22THOMAS LEO ADVISORY, LLC$328,804$110,149,345$110,149,345
23Somerset Group LLC$2,584,100$144,688,937$20,639$144,709,576
24Laurel Wealth Planning LLC$373,947$261,613,314$149,828$261,763,142
25Tealwood Asset Management Inc$424,131$374,674,211$257,550$374,931,761
26Lifestage Wealth Management LLC$147,795$161,306,873$2,154,030$163,460,903
27Ulland Investment Advisors, LLC$996,404$466,057,219$2,252,500$468,309,719
28LPWM LLC$208,316$195,399,864$2,500,000$197,899,864
29FFP Wealth Management, LLC$223,012$155,548,756$3,904,971$159,453,727
30MJT & Associates Financial Advisory Group, Inc.$116,646$115,677,406$4,118,504$119,795,910
31Bond & Devick Financial Network, Inc.$437,720$470,325,310$4,601,125$474,926,435
32Echo Wealth Management, LLC$375,794$126,534,622$4,617,513$131,152,135
33Rossjohnson & Associates, LLC$653,662$122,077,869$4,732,524$126,810,393
34Prairieview Partners, LLC$356,014$740,305,825$5,187,527$745,493,352
35GS Investments, Inc.$822,961$137,943,174$5,252,052$143,195,226
36KP Financial Management, LLC Dba Caissa Wealth Strategies$396,934$168,623,564$7,218,204$175,841,768
37Modus Advisors, LLC$367,536$325,491,792$12,273,518$337,765,310
38Trunorth Wealth Partners, LLC$505,329$463,355,860$14,180,426$477,536,286
39Schwarz Dygos Wheeler Investment Advisors LLC$276,168$428,346,284$14,627,825$442,974,109
40Intelligent Financial Strategies, LLC$375,513$135,028,530$14,801,008$149,829,538
41BGM Wealth Partners, LLC$615,155$374,451,436$15,556,968$390,008,404
42Birchwood Financial Partners, Inc.$362,361$487,428,313$19,514,107$506,942,420
43Brown Wealth Management, LLC$286,125$120,916,000$21,288,000$142,204,000
44Navpoint Financial, Inc.$2,278,266$534,820,724$23,354,481$558,175,205
45JNBA Financial Advisors, LLC$367,527$1,191,643,309$25,237,494$1,216,880,803
46Cornerstone Wealth Advisors, Inc.$295,371$337,181,371$35,872,684$373,054,055
47Gen Financial Management Inc.$858,505$361,388,000$36,100,000$397,488,000
48GUARDIAN WEALTH ADVISORS, LLC$274,967$110,820,000$37,937,000$148,757,000
49Compass Capital Management Inc$1,421,864$1,695,090,490$38,161,347$1,733,251,837
50EPIQ Partners, LLC$1,150,766$365,788,799$43,884,062$409,672,861
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Showing 1 to 50 of 62 entries

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For more information about the RIA Data Center, please contact InvestmentNews Data.

Reprints: For reprints of these rankings, please contact Carline Murphy.

*Methodology:InvestmentNews qualified firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2020. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2019, (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) nor one who is an insurance company or agency.

Database last updated on June, 2020.