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
15LOGAN PARK WEALTH MANAGEMENT$191,439$164,626,622$2,500,000$167,126,622
16PITZL FINANCIAL$169,467$177,939,930$177,939,930
17HIGH NOTE WEALTH, LLC$269,249$181,473,513$181,473,513
18GS INVESTMENT INC$989,687$191,183,926$1,805,035$192,988,961
19CTB FINANCIAL SERVICES, LTD.$207,850$193,508,407$193,508,407
20EPIQ PARTNERS, LLC$730,719$178,926,800$29,328,207$208,255,007
21LAUREL WEALTH PLANNING$299,734$208,118,499$196,842$208,315,341
22FURE FINANCIAL CORPORATION$181,150$220,640,928$220,640,928
23MINDFUL ASSET PLANNING$166,724$226,411,666$226,411,666
24WAYPOINT CAPITAL ADVISORS, LLC$904,987$235,507,665$3,408,895$238,916,560
25SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC$164,317$237,673,811$5,022,611$242,696,422
26MODUS ADVISORS, LLC$1,092,644$271,982,002$11,012,881$282,994,883
27PERCEPTIVE EDGE INVESTMENT MANAGEMENT, INC.$1,980,385$104,757,438$184,378,808$289,136,246
28CORNERSTONE WEALTH ADVISORS, INC.$252,104$251,078,000$38,590,000$289,668,000
29ALLODIUM INVESTMENT CONSULTANTS, LLC$543,265$312,920,885$312,920,885
30GEN FINANCIAL MANAGEMENT INC.$739,154$328,324,900$10,946,800$339,271,700
31NICOLLET INVESTMENT MANAGEMENT, INC.$530,300$342,574,114$342,574,114
32ULLAND INVESTMENT ADVISORS, LLC$788,787$359,686,894$359,686,894
33BGM WEALTH PARTNERS$698,320$370,221,873$8,965,747$379,187,620
34TEALWOOD ASSET MANAGEMENT$439,266$412,909,911$412,909,911
35ALL TERRAIN FINANCIAL ADVISORS$747,084$273,572,291$150,771,487$424,343,778
36ALL STAR FINANCIAL INC$291,896$424,417,300$424,417,300
37BIRCHWOOD FINANCIAL PARTNERS, INC.$314,952$427,260,197$19,026,858$446,287,055
38WHITE OAKS WEALTH ADVISORS, INC.$1,761,055$452,591,100$452,591,100
39TRUNORTH WEALTH PARTNERS$496,665$453,185,193$18,149,760$471,334,953
40NAVPOINT FINANCIAL, INC.$2,093,983$465,087,163$22,810,811$487,897,974
41QUANTITATIVE ADVANTAGE, LLC$310,326$516,693,145$516,693,145
42PRAIRIEVIEW PARTNERS, LLC$2,038,736$656,484,087$4,066,419$660,550,506
43CAHILL FINANCIAL ADVISORS, INC.$948,671$598,228,133$129,402,351$727,630,484
44MARQUETTE WEALTH MANAGEMENT$2,014,455$801,753,000$801,753,000
45PALISADE ASSET MANAGEMENT, LLC$1,847,814$862,239,731$69,058,352$931,298,083
46SILVEROAK WEALTH MANAGEMENT LLC$685,863$884,516,155$66,090,099$950,606,254
47JNBA FINANCIAL ADVISORS INC$314,515$1,038,327,332$29,765,698$1,068,093,030
48PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.$793,183$1,433,282,568$1,433,282,568
49ENVOI LLC$1,768,252$2,065,317,982$2,065,317,982
50ACCREDITED INVESTORS WEALTH MANAGEMENT$580,037$2,209,844,931$87,681,787$2,297,526,718
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Showing 1 to 50 of 52 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 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.