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