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
1Envoi Llc$1,768,252$2,065,317,982$2,065,317,982
2Punch & Associates Investment Management, Inc.$793,183$1,433,282,568$1,433,282,568
3Marquette Wealth Management$2,014,455$801,753,000$801,753,000
4All Star Financial Inc$404,606$543,790,686$543,790,686
5Quantitative Advantage, Llc$310,326$516,693,145$516,693,145
6White Oaks Wealth Advisors, Inc.$1,761,055$452,591,100$452,591,100
7White Oaks Wealth Advisors, Inc.$1,761,055$452,591,100$452,591,100
8Tealwood Asset Management$439,266$412,909,911$412,909,911
9Ulland Investment Advisors, Llc$788,787$359,686,894$359,686,894
10Nicollet Investment Management, Inc.$522,233$326,917,974$326,917,974
11Fure Financial Corporation$181,150$220,640,928$220,640,928
12Pitzl Financial$169,467$177,939,930$177,939,930
13Capital Formation Strategies Inc$300,986$134,841,741$134,841,741
14Northland Capital Management$239,103$120,268,679$120,268,679
15Cordis Financial, Llc$264,991$116,861,108$116,861,108
16Enspyre Wealth Advisors, Inc.$455,443$112,494,389$112,494,389
17Thomas Leo Advisory, Llc$328,804$110,149,345$110,149,345
18Somerset Group Llc$2,302,356$138,121,923$19,416$138,141,339
19Access Financial Services, Inc.$398,492$304,398,687$447,403$304,846,090
20Gs Investment Inc$989,687$191,183,926$1,805,035$192,988,961
21Lifestage Wealth Management Llc$136,579$145,028,845$1,929,857$146,958,702
22Ffp Wealth Management, Llc$183,154$121,302,564$3,059,261$124,361,825
23Prairieview Partners, Llc$2,038,736$656,484,087$4,066,419$660,550,506
24Echo Wealth Management, Llc$319,459$103,748,386$4,867,707$108,616,093
25Schwarz Dygos Wheeler Investment Advisors Llc$164,317$237,673,811$5,022,611$242,696,422
26Bgm Wealth Partners$698,320$370,221,873$8,965,747$379,187,620
27Gen Financial Management Inc.$739,154$328,324,900$10,946,800$339,271,700
28Modus Advisors, Llc$1,092,644$271,982,002$11,012,881$282,994,883
29Caissa Wealth Strategies$312,511$128,437,646$12,817,162$141,254,808
30Excelsior Investors$443,163$117,491,706$17,229,837$134,721,543
31Brown Wealth Management, Llc$256,518$99,425,256$17,547,000$116,972,256
32Birchwood Financial Partners, Inc.$314,952$427,260,197$19,026,858$446,287,055
33Navpoint Financial, Inc.$2,093,983$465,087,163$22,810,811$487,897,974
34Heritage Wealth Architects, Inc.$291,339$120,620,906$25,048,388$145,669,294
35Epiq Partners, Llc$730,719$178,926,800$29,328,207$208,255,007
36Jnba Financial Advisors Inc$314,515$1,038,327,332$29,765,698$1,068,093,030
37Guardian Wealth Advisors, Llc$274,967$110,820,000$37,937,000$148,757,000
38Stonebridge Capital Advisors Llc$798,606$1,431,777,672$43,247,375$1,475,025,047
39Silveroak Wealth Management Llc$685,863$884,516,155$66,090,099$950,606,254
40Palisade Asset Management, Llc$1,847,814$862,239,731$69,058,352$931,298,083
41Accredited Investors Wealth Management$580,037$2,209,844,931$87,681,787$2,297,526,718
42Cahill Financial Advisors, Inc.$948,671$598,228,133$129,402,351$727,630,484
43All Terrain Financial Advisors$747,084$273,572,291$150,771,487$424,343,778
44Perceptive Edge Investment Management, Inc.$1,980,385$104,757,438$184,378,808$289,136,246
45Mindful Asset Planning$166,724$226,411,666$226,411,666
46Fiduciary Counselling Inc$4,945,425$3,000,786,558$4,659,676,300$7,660,462,858

Showing 1 to 46 of 46 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.