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 | Envoi | $1,672,257 | $1,690,652,000 | — | $1,690,652,000 |
| 2 | Punch & Associates Investment Management, Inc. | $686,051 | $1,164,228,679 | — | $1,164,228,679 |
| 3 | Marquette Asset Management | $1,832,987 | $705,700,000 | — | $705,700,000 |
| 4 | All Star Financial Inc | $421,390 | $531,794,135 | — | $531,794,135 |
| 5 | Quantitative Advantage, LLC | $241,672 | $408,908,546 | — | $408,908,546 |
| 6 | Tealwood Asset Management | $413,798 | $388,142,909 | — | $388,142,909 |
| 7 | Ulland Investment Advisors | $660,410 | $297,844,687 | — | $297,844,687 |
| 8 | Nicollet Investment Management, Inc. | $433,882 | $260,329,115 | — | $260,329,115 |
| 9 | Allodium Investment Consultants, LLC | $470,514 | $255,489,316 | — | $255,489,316 |
| 10 | Fure Financial Corporation | $170,405 | $200,907,925 | — | $200,907,925 |
| 11 | Silveroak Wealth Management Llc | $750,959 | $183,985,067 | — | $183,985,067 |
| 12 | Pitzl Financial | $160,951 | $142,441,957 | — | $142,441,957 |
| 13 | Capital Formation Strategies Inc | $291,837 | $137,455,376 | — | $137,455,376 |
| 14 | Somerset Group LLC | $578,397 | $131,277,086 | $19,016 | $131,296,102 |
| 15 | Access Financial Services, Inc. | $373,229 | $273,179,938 | $396,692 | $273,576,630 |
| 16 | GS Investment Inc | $918,961 | $164,871,364 | $1,460,543 | $166,331,907 |
| 17 | Lifestage Wealth Management | $117,952 | $130,925,631 | $2,124,221 | $133,049,852 |
| 18 | White Oaks Wealth Advisors | $1,473,581 | $393,819,894 | $2,573,476 | $396,393,370 |
| 19 | Waypoint Capital Advisors, LLC | $957,726 | $190,761,166 | $2,699,481 | $193,460,647 |
| 20 | Prairieview Partners, LLC | $1,738,712 | $530,649,585 | $3,134,939 | $533,784,524 |
| 21 | GEN Financial Management Inc. | $550,006 | $244,820,800 | $3,781,700 | $248,602,500 |
| 22 | Nepsis Capital Management, Inc. | $120,480 | $222,514,104 | $4,109,165 | $226,623,269 |
| 23 | BGM Wealth Partners | $769,748 | $402,446,942 | $5,519,410 | $407,966,352 |
| 24 | All Terrain Financial Advisors | $404,240 | $260,288,116 | $6,510,214 | $266,798,330 |
| 25 | Schwarz Dygos Wheeler Investment Advisors LLC | $197,821 | $264,120,980 | $7,289,110 | $271,410,090 |
| 26 | Ballast Advisors, LLC | $140,337 | $333,498,419 | $7,521,091 | $341,019,510 |
| 27 | Laurel Wealth Planning | $250,356 | $152,153,031 | $9,326,712 | $161,479,743 |
| 28 | Modus Advisors, LLC | $307,484 | $204,636,319 | $9,679,857 | $214,316,176 |
| 29 | The Johnston Group, LLC | $404,110 | $403,000,000 | $10,000,000 | $413,000,000 |
| 30 | Trunorth Wealth Partners | $462,173 | $388,711,134 | $13,841,498 | $402,552,632 |
| 31 | Brown Wealth Management, LLC | $217,778 | $93,599,644 | $14,200,306 | $107,799,950 |
| 32 | Excelsior Investors | $389,301 | $101,595,258 | $16,362,961 | $117,958,219 |
| 33 | Navpoint Financial, Inc. | $1,826,307 | $399,796,256 | $20,254,259 | $420,050,515 |
| 34 | Birchwood Financial Partners | $266,610 | $349,283,811 | $21,037,288 | $370,321,099 |
| 35 | EPIQ Partners, LLC | $552,150 | $131,548,472 | $21,949,361 | $153,497,833 |
| 36 | Heritage Wealth Architects, Inc. | $272,972 | $104,332,085 | $23,418,820 | $127,750,905 |
| 37 | JNBA Financial Advocates | $276,380 | $859,342,186 | $25,903,671 | $885,245,857 |
| 38 | Cornerstone Wealth Advisors, Inc. | $225,867 | $205,200,000 | $35,800,000 | $241,000,000 |
| 39 | Stonebridge Capital Advisors LLC | $702,732 | $1,191,591,997 | $36,080,667 | $1,227,672,664 |
| 40 | Palisade Asset Management | $1,877,747 | $809,133,457 | $48,997,031 | $858,130,488 |
| 41 | Silveroak Wealth Management | $602,039 | $703,387,493 | $56,987,302 | $760,374,795 |
| 42 | Guardian Wealth Advisors | $291,943 | $84,306,000 | $65,169,000 | $149,475,000 |
| 43 | Accredited Investors Wealth Management | $511,598 | $1,791,269,253 | $78,108,609 | $1,869,377,862 |
| 44 | Cahill Financial Advisors, Inc. | $236,934 | $485,869,173 | $106,467,055 | $592,336,228 |
| 45 | CTB Financial Services, Ltd.. | $201,716 | — | $176,905,231 | $176,905,231 |
| 46 | Mindful Asset Planning | $143,503 | — | $177,943,503 | $177,943,503 |
| 47 | Fiduciary Counselling Inc | $3,867,596 | $2,473,741,111 | $3,277,374,544 | $5,751,115,655 |
Showing 1 to 47 of 47 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.
