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
1MJT & Associates Financial Advisory Group, Inc.$116,646$115,677,406$4,118,504$119,795,910
2Lifestage Wealth Management LLC$147,795$161,306,873$2,154,030$163,460,903
3Phillip James Consulting Co.$158,001$110,284,896$110,284,896
4Pitzl Financial, LLC$175,356$203,062,743$203,062,743
5Kowalski Financial Inc.$192,306$113,845,000$113,845,000
6Fure Financial Corporation$197,156$216,280,478$216,280,478
7Mindful Asset Planning LLC$202,415$281,964,467$281,964,467
8LPWM LLC$208,316$195,399,864$2,500,000$197,899,864
9CTB Financial Services, Ltd.$214,052$208,272,587$208,272,587
10Vestment Financial LLC$216,375$120,953,555$120,953,555
11FFP Wealth Management, LLC$223,012$155,548,756$3,904,971$159,453,727
12GUARDIAN WEALTH ADVISORS, LLC$274,967$110,820,000$37,937,000$148,757,000
13Cahill Financial Advisors, Inc.$275,545$832,895,467$134,267,025$967,162,492
14Schwarz Dygos Wheeler Investment Advisors LLC$276,168$428,346,284$14,627,825$442,974,109
15Brown Wealth Management, LLC$286,125$120,916,000$21,288,000$142,204,000
16All Star Financial Inc$291,896$424,417,300$424,417,300
17Northland Capital Management, LLC$293,677$137,734,400$137,734,400
18Cornerstone Wealth Advisors, Inc.$295,371$337,181,371$35,872,684$373,054,055
19CAPITAL FORMATION STRATEGIES INC$300,986$134,841,741$134,841,741
20Cordis Financial, LLC$306,036$141,082,772$141,082,772
21THOMAS LEO ADVISORY, LLC$328,804$110,149,345$110,149,345
22Josh Arnold Investment Consultant, LLC$342,594$123,334,000$123,334,000
23Quantitative Advantage, LLC$346,494$599,780,339$599,780,339
24Prairieview Partners, LLC$356,014$740,305,825$5,187,527$745,493,352
25Heritage Wealth Architects, Inc.$359,907$136,855,781$48,856,119$185,711,900
26Birchwood Financial Partners, Inc.$362,361$487,428,313$19,514,107$506,942,420
27JNBA Financial Advisors, LLC$367,527$1,191,643,309$25,237,494$1,216,880,803
28Modus Advisors, LLC$367,536$325,491,792$12,273,518$337,765,310
29Laurel Wealth Planning LLC$373,947$261,613,314$149,828$261,763,142
30Intelligent Financial Strategies, LLC$375,513$135,028,530$14,801,008$149,829,538
31Echo Wealth Management, LLC$375,794$126,534,622$4,617,513$131,152,135
32High Note Wealth, LLC$394,886$347,499,796$347,499,796
33KP Financial Management, LLC Dba Caissa Wealth Strategies$396,934$168,623,564$7,218,204$175,841,768
34Tealwood Asset Management Inc$424,131$374,674,211$257,550$374,931,761
35Bond & Devick Financial Network, Inc.$437,720$470,325,310$4,601,125$474,926,435
36Trunorth Wealth Partners, LLC$505,329$463,355,860$14,180,426$477,536,286
37Enspyre Wealth Advisors, Inc.$518,458$129,614,486$129,614,486
38Allodium Investment Consultants, LLC$587,465$340,141,956$340,141,956
39Nicollet Investment Management, Inc.$594,813$393,766,229$393,766,229
40BGM Wealth Partners, LLC$615,155$374,451,436$15,556,968$390,008,404
41Accredited Investors Inc$651,689$2,545,432,965$130,400,589$2,675,833,554
42Rossjohnson & Associates, LLC$653,662$122,077,869$4,732,524$126,810,393
43Silveroak Wealth Management LLC$735,480$1,009,541,053$69,407,949$1,078,949,002
44GS Investments, Inc.$822,961$137,943,174$5,252,052$143,195,226
45C. C. Dunnavan & Co., Inc.$835,690$401,131,134$401,131,134
46Gen Financial Management Inc.$858,505$361,388,000$36,100,000$397,488,000
47Punch & Associates Investment Management, Inc.$869,826$1,602,219,240$1,602,219,240
48All Terrain Financial Advisors, LLC$935,559$317,050,307$178,796,054$495,846,361
49Ulland Investment Advisors, LLC$996,404$466,057,219$2,252,500$468,309,719
50Waypoint Capital Advisors, LLC$1,082,723$361,629,588$361,629,588
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Showing 1 to 50 of 62 entries

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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.