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