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
1BPS Capital Management, Inc.$48,489,655$3,879,172,415$3,879,172,415
2Meristem Family Wealth, LLC$6,034,132$1,402,705,850$2,893,596,029$4,296,301,879
3Fiduciary Counselling Inc$5,669,158$3,436,469,348$5,679,536,876$9,116,006,224
4Somerset Group LLC$2,584,100$144,688,937$20,639$144,709,576
5Navpoint Financial, Inc.$2,278,266$534,820,724$23,354,481$558,175,205
6Perceptive Edge Investment Management, Inc.$2,078,265$137,888,285$192,555,791$330,444,076
7Marquette Asset Management, LLC$2,026,187$877,339,000$877,339,000
8Palisade Asset Management, LLC$1,850,481$933,525,014$80,538,711$1,014,063,725
9Envoi LLC$1,832,376$2,259,319,068$2,259,319,068
10White Oaks Wealth Advisors, Inc.$1,826,530$460,285,619$460,285,619
11Compass Capital Management Inc$1,421,864$1,695,090,490$38,161,347$1,733,251,837
12EPIQ Partners, LLC$1,150,766$365,788,799$43,884,062$409,672,861
13Waypoint Capital Advisors, LLC$1,082,723$361,629,588$361,629,588
14Ulland Investment Advisors, LLC$996,404$466,057,219$2,252,500$468,309,719
15All Terrain Financial Advisors, LLC$935,559$317,050,307$178,796,054$495,846,361
16Punch & Associates Investment Management, Inc.$869,826$1,602,219,240$1,602,219,240
17Gen Financial Management Inc.$858,505$361,388,000$36,100,000$397,488,000
18C. C. Dunnavan & Co., Inc.$835,690$401,131,134$401,131,134
19GS Investments, Inc.$822,961$137,943,174$5,252,052$143,195,226
20Silveroak Wealth Management LLC$735,480$1,009,541,053$69,407,949$1,078,949,002
21Rossjohnson & Associates, LLC$653,662$122,077,869$4,732,524$126,810,393
22Accredited Investors Inc$651,689$2,545,432,965$130,400,589$2,675,833,554
23BGM Wealth Partners, LLC$615,155$374,451,436$15,556,968$390,008,404
24Nicollet Investment Management, Inc.$594,813$393,766,229$393,766,229
25Allodium Investment Consultants, LLC$587,465$340,141,956$340,141,956
26Enspyre Wealth Advisors, Inc.$518,458$129,614,486$129,614,486
27Trunorth Wealth Partners, LLC$505,329$463,355,860$14,180,426$477,536,286
28Bond & Devick Financial Network, Inc.$437,720$470,325,310$4,601,125$474,926,435
29Tealwood Asset Management Inc$424,131$374,674,211$257,550$374,931,761
30KP Financial Management, LLC Dba Caissa Wealth Strategies$396,934$168,623,564$7,218,204$175,841,768
31High Note Wealth, LLC$394,886$347,499,796$347,499,796
32Echo Wealth Management, LLC$375,794$126,534,622$4,617,513$131,152,135
33Intelligent Financial Strategies, LLC$375,513$135,028,530$14,801,008$149,829,538
34Laurel Wealth Planning LLC$373,947$261,613,314$149,828$261,763,142
35Modus Advisors, LLC$367,536$325,491,792$12,273,518$337,765,310
36JNBA Financial Advisors, LLC$367,527$1,191,643,309$25,237,494$1,216,880,803
37Birchwood Financial Partners, Inc.$362,361$487,428,313$19,514,107$506,942,420
38Heritage Wealth Architects, Inc.$359,907$136,855,781$48,856,119$185,711,900
39Prairieview Partners, LLC$356,014$740,305,825$5,187,527$745,493,352
40Quantitative Advantage, LLC$346,494$599,780,339$599,780,339
41Josh Arnold Investment Consultant, LLC$342,594$123,334,000$123,334,000
42THOMAS LEO ADVISORY, LLC$328,804$110,149,345$110,149,345
43Cordis Financial, LLC$306,036$141,082,772$141,082,772
44CAPITAL FORMATION STRATEGIES INC$300,986$134,841,741$134,841,741
45Cornerstone Wealth Advisors, Inc.$295,371$337,181,371$35,872,684$373,054,055
46Northland Capital Management, LLC$293,677$137,734,400$137,734,400
47All Star Financial Inc$291,896$424,417,300$424,417,300
48Brown Wealth Management, LLC$286,125$120,916,000$21,288,000$142,204,000
49Schwarz Dygos Wheeler Investment Advisors LLC$276,168$428,346,284$14,627,825$442,974,109
50Cahill Financial Advisors, Inc.$275,545$832,895,467$134,267,025$967,162,492
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Showing 1 to 50 of 62 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.