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.$455,443$112,494,389$112,494,389
2ALLODIUM INVESTMENT CONSULTANTS, LLC$543,265$312,920,885$312,920,885
3NORTHLAND CAPITAL MANAGEMENT$239,103$120,268,679$120,268,679
4ENVOI LLC$1,768,252$2,065,317,982$2,065,317,982
5HIGH NOTE WEALTH, LLC$269,249$181,473,513$181,473,513
6PITZL FINANCIAL$169,467$177,939,930$177,939,930
7TEALWOOD ASSET MANAGEMENT$439,266$412,909,911$412,909,911
8ULLAND INVESTMENT ADVISORS, LLC$788,787$359,686,894$359,686,894
9FURE FINANCIAL CORPORATION$181,150$220,640,928$220,640,928
10PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.$793,183$1,433,282,568$1,433,282,568
11CORDIS FINANCIAL, LLC$264,991$116,861,108$116,861,108
12QUANTITATIVE ADVANTAGE, LLC$310,326$516,693,145$516,693,145
13NICOLLET INVESTMENT MANAGEMENT, INC.$530,300$342,574,114$342,574,114
14WHITE OAKS WEALTH ADVISORS, INC.$1,761,055$452,591,100$452,591,100
15ALL STAR FINANCIAL INC$291,896$424,417,300$424,417,300
16MARQUETTE WEALTH MANAGEMENT$2,014,455$801,753,000$801,753,000
17CAPITAL FORMATION STRATEGIES INC$300,986$134,841,741$134,841,741
18THOMAS LEO ADVISORY, LLC$328,804$110,149,345$110,149,345
19SOMERSET GROUP LLC$2,302,356$138,121,923$19,416$138,141,339
20LAUREL WEALTH PLANNING$299,734$208,118,499$196,842$208,315,341
21GS INVESTMENT INC$989,687$191,183,926$1,805,035$192,988,961
22LIFESTAGE WEALTH MANAGEMENT LLC$136,579$145,028,845$1,929,857$146,958,702
23LOGAN PARK WEALTH MANAGEMENT$191,439$164,626,622$2,500,000$167,126,622
24FFP WEALTH MANAGEMENT, LLC$183,154$121,302,564$3,059,261$124,361,825
25WAYPOINT CAPITAL ADVISORS, LLC$904,987$235,507,665$3,408,895$238,916,560
26PRAIRIEVIEW PARTNERS, LLC$2,038,736$656,484,087$4,066,419$660,550,506
27ECHO WEALTH MANAGEMENT, LLC$319,459$103,748,386$4,867,707$108,616,093
28SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC$164,317$237,673,811$5,022,611$242,696,422
29BGM WEALTH PARTNERS$698,320$370,221,873$8,965,747$379,187,620
30GEN FINANCIAL MANAGEMENT INC.$739,154$328,324,900$10,946,800$339,271,700
31MODUS ADVISORS, LLC$1,092,644$271,982,002$11,012,881$282,994,883
32CAISSA WEALTH STRATEGIES$312,511$128,437,646$12,817,162$141,254,808
33EXCELSIOR INVESTORS$443,163$117,491,706$17,229,837$134,721,543
34BROWN WEALTH MANAGEMENT, LLC$256,518$99,425,256$17,547,000$116,972,256
35TRUNORTH WEALTH PARTNERS$496,665$453,185,193$18,149,760$471,334,953
36BIRCHWOOD FINANCIAL PARTNERS, INC.$314,952$427,260,197$19,026,858$446,287,055
37NAVPOINT FINANCIAL, INC.$2,093,983$465,087,163$22,810,811$487,897,974
38HERITAGE WEALTH ARCHITECTS, INC.$291,339$120,620,906$25,048,388$145,669,294
39EPIQ PARTNERS, LLC$730,719$178,926,800$29,328,207$208,255,007
40JNBA FINANCIAL ADVISORS INC$314,515$1,038,327,332$29,765,698$1,068,093,030
41GUARDIAN WEALTH ADVISORS, LLC$274,967$110,820,000$37,937,000$148,757,000
42CORNERSTONE WEALTH ADVISORS, INC.$252,104$251,078,000$38,590,000$289,668,000
43SILVEROAK WEALTH MANAGEMENT LLC$685,863$884,516,155$66,090,099$950,606,254
44PALISADE ASSET MANAGEMENT, LLC$1,847,814$862,239,731$69,058,352$931,298,083
45ACCREDITED INVESTORS WEALTH MANAGEMENT$580,037$2,209,844,931$87,681,787$2,297,526,718
46CAHILL FINANCIAL ADVISORS, INC.$948,671$598,228,133$129,402,351$727,630,484
47ALL TERRAIN FINANCIAL ADVISORS$747,084$273,572,291$150,771,487$424,343,778
48PERCEPTIVE EDGE INVESTMENT MANAGEMENT, INC.$1,980,385$104,757,438$184,378,808$289,136,246
49CTB FINANCIAL SERVICES, LTD.$207,850$193,508,407$193,508,407
50MINDFUL ASSET PLANNING$166,724$226,411,666$226,411,666
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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.