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