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
1FIDUCIARY COUNSELLING INC$4,945,425$3,000,786,558$4,659,676,300$7,660,462,858
2MERISTEM FAMILY WEALTH$5,867,836$1,497,847,076$2,445,338,626$3,943,185,702
3MINDFUL ASSET PLANNING$166,724$226,411,666$226,411,666
4CTB FINANCIAL SERVICES, LTD.$207,850$193,508,407$193,508,407
5PERCEPTIVE EDGE INVESTMENT MANAGEMENT, INC.$1,980,385$104,757,438$184,378,808$289,136,246
6ALL TERRAIN FINANCIAL ADVISORS$747,084$273,572,291$150,771,487$424,343,778
7CAHILL FINANCIAL ADVISORS, INC.$948,671$598,228,133$129,402,351$727,630,484
8ACCREDITED INVESTORS WEALTH MANAGEMENT$580,037$2,209,844,931$87,681,787$2,297,526,718
9PALISADE ASSET MANAGEMENT, LLC$1,847,814$862,239,731$69,058,352$931,298,083
10SILVEROAK WEALTH MANAGEMENT LLC$685,863$884,516,155$66,090,099$950,606,254
11CORNERSTONE WEALTH ADVISORS, INC.$252,104$251,078,000$38,590,000$289,668,000
12GUARDIAN WEALTH ADVISORS, LLC$274,967$110,820,000$37,937,000$148,757,000
13JNBA FINANCIAL ADVISORS INC$314,515$1,038,327,332$29,765,698$1,068,093,030
14EPIQ PARTNERS, LLC$730,719$178,926,800$29,328,207$208,255,007
15HERITAGE WEALTH ARCHITECTS, INC.$291,339$120,620,906$25,048,388$145,669,294
16NAVPOINT FINANCIAL, INC.$2,093,983$465,087,163$22,810,811$487,897,974
17BIRCHWOOD FINANCIAL PARTNERS, INC.$314,952$427,260,197$19,026,858$446,287,055
18TRUNORTH WEALTH PARTNERS$496,665$453,185,193$18,149,760$471,334,953
19BROWN WEALTH MANAGEMENT, LLC$256,518$99,425,256$17,547,000$116,972,256
20EXCELSIOR INVESTORS$443,163$117,491,706$17,229,837$134,721,543
21CAISSA WEALTH STRATEGIES$312,511$128,437,646$12,817,162$141,254,808
22MODUS ADVISORS, LLC$1,092,644$271,982,002$11,012,881$282,994,883
23GEN FINANCIAL MANAGEMENT INC.$739,154$328,324,900$10,946,800$339,271,700
24BGM WEALTH PARTNERS$698,320$370,221,873$8,965,747$379,187,620
25SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC$164,317$237,673,811$5,022,611$242,696,422
26ECHO WEALTH MANAGEMENT, LLC$319,459$103,748,386$4,867,707$108,616,093
27PRAIRIEVIEW PARTNERS, LLC$2,038,736$656,484,087$4,066,419$660,550,506
28WAYPOINT CAPITAL ADVISORS, LLC$904,987$235,507,665$3,408,895$238,916,560
29FFP WEALTH MANAGEMENT, LLC$183,154$121,302,564$3,059,261$124,361,825
30LOGAN PARK WEALTH MANAGEMENT$191,439$164,626,622$2,500,000$167,126,622
31LIFESTAGE WEALTH MANAGEMENT LLC$136,579$145,028,845$1,929,857$146,958,702
32GS INVESTMENT INC$989,687$191,183,926$1,805,035$192,988,961
33LAUREL WEALTH PLANNING$299,734$208,118,499$196,842$208,315,341
34SOMERSET GROUP LLC$2,302,356$138,121,923$19,416$138,141,339
35ENSPYRE WEALTH ADVISORS, INC.$455,443$112,494,389$112,494,389
36ALLODIUM INVESTMENT CONSULTANTS, LLC$543,265$312,920,885$312,920,885
37NORTHLAND CAPITAL MANAGEMENT$239,103$120,268,679$120,268,679
38ENVOI LLC$1,768,252$2,065,317,982$2,065,317,982
39HIGH NOTE WEALTH, LLC$269,249$181,473,513$181,473,513
40PITZL FINANCIAL$169,467$177,939,930$177,939,930
41TEALWOOD ASSET MANAGEMENT$439,266$412,909,911$412,909,911
42ULLAND INVESTMENT ADVISORS, LLC$788,787$359,686,894$359,686,894
43FURE FINANCIAL CORPORATION$181,150$220,640,928$220,640,928
44PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.$793,183$1,433,282,568$1,433,282,568
45CORDIS FINANCIAL, LLC$264,991$116,861,108$116,861,108
46QUANTITATIVE ADVANTAGE, LLC$310,326$516,693,145$516,693,145
47NICOLLET INVESTMENT MANAGEMENT, INC.$530,300$342,574,114$342,574,114
48WHITE OAKS WEALTH ADVISORS, INC.$1,761,055$452,591,100$452,591,100
49ALL STAR FINANCIAL INC$291,896$424,417,300$424,417,300
50MARQUETTE WEALTH MANAGEMENT$2,014,455$801,753,000$801,753,000
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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 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.