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
51BIRCHWOOD FINANCIAL PARTNERS, INC.$397,421$561,947,001$21,863,997$583,810,998
52NAVPOINT FINANCIAL, INC.$2,656,880$597,048,882$22,004,085$619,052,967
53PINE GROVE FINANCIAL GROUP$203,711$626,206,273$626,206,273
54ULLAND INVESTMENT ADVISORS, LLC$1,279,043$626,880,972$10,082,673$636,963,645
55ALL STAR FINANCIAL INC$373,289$643,620,730$9,262,534$652,883,264
56QUANTITATIVE ADVANTAGE, LLC$395,838$798,801,364$798,801,364
57MARQUETTE WEALTH MANAGEMENT$1,553,623$810,991,000$810,991,000
58PRAIRIEVIEW PARTNERS, LLC$2,218,483$885,138,568$6,691,397$891,829,965
59PALISADE ASSET MANAGEMENT, LLC$1,894,436$1,092,322,974$82,227,561$1,174,550,535
60CAHILL FINANCIAL ADVISORS, INC.$313,554$995,069,425$205,528,293$1,200,597,718
61SILVEROAK WEALTH MANAGEMENT LLC$834,158$1,243,585,552$75,217,705$1,318,803,257
62JNBA FINANCIAL ADVISORS, LLC$408,495$1,464,111,697$1,978,515$1,466,090,212
63MARKS GROUP WEALTH MANAGEMENT, INC.$482,254$1,405,831,251$215,506,949$1,621,338,200
64PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.$1,072,980$2,075,143,444$2,075,143,444
65COMPASS CAPITAL MANAGEMENT INC$1,513,174$2,040,443,243$44,710,820$2,085,154,063
66ENVOI LLC$2,218,486$3,121,409,851$3,121,409,851
67ACCREDITED INVESTORS WEALTH MANAGEMENT$766,137$3,211,281,497$171,979,114$3,383,260,611
68NORTHROCK PARTNERS, LLC$532,694$3,942,287,950$245,749,385$4,188,037,335
69BPS CAPITAL MANAGEMENT, INC.$67,238,897$5,379,111,786$5,379,111,786
70MERISTEM FAMILY WEALTH$7,063,183$3,190,628,752$2,233,895,593$5,424,524,345
71CHOREO, LLC$768,898$7,828,268,908$2,149,719,730$9,977,988,638
72FIDUCIARY COUNSELLING INC$6,939,101$4,252,397,029$7,183,240,696$11,435,637,725
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Showing 51 to 72 of 72 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 Research.

Reprints: For reprints of these rankings, please contact Caroline Murphy.

*Methodology: InvestmentNews qualified 2,756 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2020, (2) total AUM is at least $100M, (3) does not have employees who are registered representatives of a broker-dealer, (4) managed assets for individual 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 July 2021.