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$5,669,158$3,436,469,348$5,679,536,876$9,116,006,224
2BPS Capital Management, Inc.$48,489,655$3,879,172,415$3,879,172,415
3Meristem Family Wealth, LLC$6,034,132$1,402,705,850$2,893,596,029$4,296,301,879
4Mindful Asset Planning LLC$202,415$281,964,467$281,964,467
5CTB Financial Services, Ltd.$214,052$208,272,587$208,272,587
6Perceptive Edge Investment Management, Inc.$2,078,265$137,888,285$192,555,791$330,444,076
7All Terrain Financial Advisors, LLC$935,559$317,050,307$178,796,054$495,846,361
8Cahill Financial Advisors, Inc.$275,545$832,895,467$134,267,025$967,162,492
9Accredited Investors Inc$651,689$2,545,432,965$130,400,589$2,675,833,554
10Palisade Asset Management, LLC$1,850,481$933,525,014$80,538,711$1,014,063,725
11Silveroak Wealth Management LLC$735,480$1,009,541,053$69,407,949$1,078,949,002
12Heritage Wealth Architects, Inc.$359,907$136,855,781$48,856,119$185,711,900
13EPIQ Partners, LLC$1,150,766$365,788,799$43,884,062$409,672,861
14Compass Capital Management Inc$1,421,864$1,695,090,490$38,161,347$1,733,251,837
15GUARDIAN WEALTH ADVISORS, LLC$274,967$110,820,000$37,937,000$148,757,000
16Gen Financial Management Inc.$858,505$361,388,000$36,100,000$397,488,000
17Cornerstone Wealth Advisors, Inc.$295,371$337,181,371$35,872,684$373,054,055
18JNBA Financial Advisors, LLC$367,527$1,191,643,309$25,237,494$1,216,880,803
19Navpoint Financial, Inc.$2,278,266$534,820,724$23,354,481$558,175,205
20Brown Wealth Management, LLC$286,125$120,916,000$21,288,000$142,204,000
21Birchwood Financial Partners, Inc.$362,361$487,428,313$19,514,107$506,942,420
22BGM Wealth Partners, LLC$615,155$374,451,436$15,556,968$390,008,404
23Intelligent Financial Strategies, LLC$375,513$135,028,530$14,801,008$149,829,538
24Schwarz Dygos Wheeler Investment Advisors LLC$276,168$428,346,284$14,627,825$442,974,109
25Trunorth Wealth Partners, LLC$505,329$463,355,860$14,180,426$477,536,286
26Modus Advisors, LLC$367,536$325,491,792$12,273,518$337,765,310
27KP Financial Management, LLC Dba Caissa Wealth Strategies$396,934$168,623,564$7,218,204$175,841,768
28GS Investments, Inc.$822,961$137,943,174$5,252,052$143,195,226
29Prairieview Partners, LLC$356,014$740,305,825$5,187,527$745,493,352
30Rossjohnson & Associates, LLC$653,662$122,077,869$4,732,524$126,810,393
31Echo Wealth Management, LLC$375,794$126,534,622$4,617,513$131,152,135
32Bond & Devick Financial Network, Inc.$437,720$470,325,310$4,601,125$474,926,435
33MJT & Associates Financial Advisory Group, Inc.$116,646$115,677,406$4,118,504$119,795,910
34FFP Wealth Management, LLC$223,012$155,548,756$3,904,971$159,453,727
35LPWM LLC$208,316$195,399,864$2,500,000$197,899,864
36Ulland Investment Advisors, LLC$996,404$466,057,219$2,252,500$468,309,719
37Lifestage Wealth Management LLC$147,795$161,306,873$2,154,030$163,460,903
38Tealwood Asset Management Inc$424,131$374,674,211$257,550$374,931,761
39Laurel Wealth Planning LLC$373,947$261,613,314$149,828$261,763,142
40Somerset Group LLC$2,584,100$144,688,937$20,639$144,709,576
41Enspyre Wealth Advisors, Inc.$518,458$129,614,486$129,614,486
42Allodium Investment Consultants, LLC$587,465$340,141,956$340,141,956
43Waypoint Capital Advisors, LLC$1,082,723$361,629,588$361,629,588
44Kowalski Financial Inc.$192,306$113,845,000$113,845,000
45Northland Capital Management, LLC$293,677$137,734,400$137,734,400
46Envoi LLC$1,832,376$2,259,319,068$2,259,319,068
47High Note Wealth, LLC$394,886$347,499,796$347,499,796
48Pitzl Financial, LLC$175,356$203,062,743$203,062,743
49Fure Financial Corporation$197,156$216,280,478$216,280,478
50Punch & Associates Investment Management, Inc.$869,826$1,602,219,240$1,602,219,240
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Showing 1 to 50 of 62 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 Carline Murphy.

*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.