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
3ACCREDITED INVESTORS WEALTH MANAGEMENT$580,037$2,209,844,931$87,681,787$2,297,526,718
4ENVOI LLC$1,768,252$2,065,317,982$2,065,317,982
5PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.$793,183$1,433,282,568$1,433,282,568
6JNBA FINANCIAL ADVISORS INC$314,515$1,038,327,332$29,765,698$1,068,093,030
7SILVEROAK WEALTH MANAGEMENT LLC$685,863$884,516,155$66,090,099$950,606,254
8PALISADE ASSET MANAGEMENT, LLC$1,847,814$862,239,731$69,058,352$931,298,083
9MARQUETTE WEALTH MANAGEMENT$2,014,455$801,753,000$801,753,000
10CAHILL FINANCIAL ADVISORS, INC.$948,671$598,228,133$129,402,351$727,630,484
11PRAIRIEVIEW PARTNERS, LLC$2,038,736$656,484,087$4,066,419$660,550,506
12QUANTITATIVE ADVANTAGE, LLC$310,326$516,693,145$516,693,145
13NAVPOINT FINANCIAL, INC.$2,093,983$465,087,163$22,810,811$487,897,974
14TRUNORTH WEALTH PARTNERS$496,665$453,185,193$18,149,760$471,334,953
15WHITE OAKS WEALTH ADVISORS, INC.$1,761,055$452,591,100$452,591,100
16BIRCHWOOD FINANCIAL PARTNERS, INC.$314,952$427,260,197$19,026,858$446,287,055
17ALL STAR FINANCIAL INC$291,896$424,417,300$424,417,300
18ALL TERRAIN FINANCIAL ADVISORS$747,084$273,572,291$150,771,487$424,343,778
19TEALWOOD ASSET MANAGEMENT$439,266$412,909,911$412,909,911
20BGM WEALTH PARTNERS$698,320$370,221,873$8,965,747$379,187,620
21ULLAND INVESTMENT ADVISORS, LLC$788,787$359,686,894$359,686,894
22NICOLLET INVESTMENT MANAGEMENT, INC.$530,300$342,574,114$342,574,114
23GEN FINANCIAL MANAGEMENT INC.$739,154$328,324,900$10,946,800$339,271,700
24ALLODIUM INVESTMENT CONSULTANTS, LLC$543,265$312,920,885$312,920,885
25CORNERSTONE WEALTH ADVISORS, INC.$252,104$251,078,000$38,590,000$289,668,000
26PERCEPTIVE EDGE INVESTMENT MANAGEMENT, INC.$1,980,385$104,757,438$184,378,808$289,136,246
27MODUS ADVISORS, LLC$1,092,644$271,982,002$11,012,881$282,994,883
28SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC$164,317$237,673,811$5,022,611$242,696,422
29WAYPOINT CAPITAL ADVISORS, LLC$904,987$235,507,665$3,408,895$238,916,560
30MINDFUL ASSET PLANNING$166,724$226,411,666$226,411,666
31FURE FINANCIAL CORPORATION$181,150$220,640,928$220,640,928
32LAUREL WEALTH PLANNING$299,734$208,118,499$196,842$208,315,341
33EPIQ PARTNERS, LLC$730,719$178,926,800$29,328,207$208,255,007
34CTB FINANCIAL SERVICES, LTD.$207,850$193,508,407$193,508,407
35GS INVESTMENT INC$989,687$191,183,926$1,805,035$192,988,961
36HIGH NOTE WEALTH, LLC$269,249$181,473,513$181,473,513
37PITZL FINANCIAL$169,467$177,939,930$177,939,930
38LOGAN PARK WEALTH MANAGEMENT$191,439$164,626,622$2,500,000$167,126,622
39GUARDIAN WEALTH ADVISORS, LLC$274,967$110,820,000$37,937,000$148,757,000
40LIFESTAGE WEALTH MANAGEMENT LLC$136,579$145,028,845$1,929,857$146,958,702
41HERITAGE WEALTH ARCHITECTS, INC.$291,339$120,620,906$25,048,388$145,669,294
42CAISSA WEALTH STRATEGIES$312,511$128,437,646$12,817,162$141,254,808
43SOMERSET GROUP LLC$2,302,356$138,121,923$19,416$138,141,339
44CAPITAL FORMATION STRATEGIES INC$300,986$134,841,741$134,841,741
45EXCELSIOR INVESTORS$443,163$117,491,706$17,229,837$134,721,543
46FFP WEALTH MANAGEMENT, LLC$183,154$121,302,564$3,059,261$124,361,825
47NORTHLAND CAPITAL MANAGEMENT$239,103$120,268,679$120,268,679
48BROWN WEALTH MANAGEMENT, LLC$256,518$99,425,256$17,547,000$116,972,256
49CORDIS FINANCIAL, LLC$264,991$116,861,108$116,861,108
50ENSPYRE WEALTH ADVISORS, INC.$455,443$112,494,389$112,494,389
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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 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.