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