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.

Filters

# of employees

MinMax

High-net-worth client assets

Total AUM

MinMax

Total accounts

MinMax

Discretionary AUM

MinMax

Avg. discretionary account AUM

MinMax

Non-discretionary AUM

MinMax

Non-discretionary accounts

MinMax

Average non-discretionary account AUM

MinMax

Avg. account AUM

MinMax
Rank Business Name Avg. account AUM Discretionary AUM Non-discretionary AUM Total AUM
1MERISTEM FAMILY WEALTH$5,867,836$1,497,847,076$2,445,338,626$3,943,185,702
2FIDUCIARY COUNSELLING INC$4,945,425$3,000,786,558$4,659,676,300$7,660,462,858
3SOMERSET GROUP LLC$2,302,356$138,121,923$19,416$138,141,339
4NAVPOINT FINANCIAL, INC.$2,093,983$465,087,163$22,810,811$487,897,974
5PRAIRIEVIEW PARTNERS, LLC$2,038,736$656,484,087$4,066,419$660,550,506
6MARQUETTE WEALTH MANAGEMENT$2,014,455$801,753,000$801,753,000
7PERCEPTIVE EDGE INVESTMENT MANAGEMENT, INC.$1,980,385$104,757,438$184,378,808$289,136,246
8PALISADE ASSET MANAGEMENT, LLC$1,847,814$862,239,731$69,058,352$931,298,083
9ENVOI LLC$1,768,252$2,065,317,982$2,065,317,982
10WHITE OAKS WEALTH ADVISORS, INC.$1,761,055$452,591,100$452,591,100
11MODUS ADVISORS, LLC$1,092,644$271,982,002$11,012,881$282,994,883
12GS INVESTMENT INC$989,687$191,183,926$1,805,035$192,988,961
13CAHILL FINANCIAL ADVISORS, INC.$948,671$598,228,133$129,402,351$727,630,484
14WAYPOINT CAPITAL ADVISORS, LLC$904,987$235,507,665$3,408,895$238,916,560
15PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.$793,183$1,433,282,568$1,433,282,568
16ULLAND INVESTMENT ADVISORS, LLC$788,787$359,686,894$359,686,894
17ALL TERRAIN FINANCIAL ADVISORS$747,084$273,572,291$150,771,487$424,343,778
18GEN FINANCIAL MANAGEMENT INC.$739,154$328,324,900$10,946,800$339,271,700
19EPIQ PARTNERS, LLC$730,719$178,926,800$29,328,207$208,255,007
20BGM WEALTH PARTNERS$698,320$370,221,873$8,965,747$379,187,620
21SILVEROAK WEALTH MANAGEMENT LLC$685,863$884,516,155$66,090,099$950,606,254
22ACCREDITED INVESTORS WEALTH MANAGEMENT$580,037$2,209,844,931$87,681,787$2,297,526,718
23ALLODIUM INVESTMENT CONSULTANTS, LLC$543,265$312,920,885$312,920,885
24NICOLLET INVESTMENT MANAGEMENT, INC.$530,300$342,574,114$342,574,114
25TRUNORTH WEALTH PARTNERS$496,665$453,185,193$18,149,760$471,334,953
26ENSPYRE WEALTH ADVISORS, INC.$455,443$112,494,389$112,494,389
27EXCELSIOR INVESTORS$443,163$117,491,706$17,229,837$134,721,543
28TEALWOOD ASSET MANAGEMENT$439,266$412,909,911$412,909,911
29THOMAS LEO ADVISORY, LLC$328,804$110,149,345$110,149,345
30ECHO WEALTH MANAGEMENT, LLC$319,459$103,748,386$4,867,707$108,616,093
31BIRCHWOOD FINANCIAL PARTNERS, INC.$314,952$427,260,197$19,026,858$446,287,055
32JNBA FINANCIAL ADVISORS INC$314,515$1,038,327,332$29,765,698$1,068,093,030
33CAISSA WEALTH STRATEGIES$312,511$128,437,646$12,817,162$141,254,808
34QUANTITATIVE ADVANTAGE, LLC$310,326$516,693,145$516,693,145
35CAPITAL FORMATION STRATEGIES INC$300,986$134,841,741$134,841,741
36LAUREL WEALTH PLANNING$299,734$208,118,499$196,842$208,315,341
37ALL STAR FINANCIAL INC$291,896$424,417,300$424,417,300
38HERITAGE WEALTH ARCHITECTS, INC.$291,339$120,620,906$25,048,388$145,669,294
39GUARDIAN WEALTH ADVISORS, LLC$274,967$110,820,000$37,937,000$148,757,000
40HIGH NOTE WEALTH, LLC$269,249$181,473,513$181,473,513
41CORDIS FINANCIAL, LLC$264,991$116,861,108$116,861,108
42BROWN WEALTH MANAGEMENT, LLC$256,518$99,425,256$17,547,000$116,972,256
43CORNERSTONE WEALTH ADVISORS, INC.$252,104$251,078,000$38,590,000$289,668,000
44NORTHLAND CAPITAL MANAGEMENT$239,103$120,268,679$120,268,679
45CTB FINANCIAL SERVICES, LTD.$207,850$193,508,407$193,508,407
46LOGAN PARK WEALTH MANAGEMENT$191,439$164,626,622$2,500,000$167,126,622
47FFP WEALTH MANAGEMENT, LLC$183,154$121,302,564$3,059,261$124,361,825
48FURE FINANCIAL CORPORATION$181,150$220,640,928$220,640,928
49PITZL FINANCIAL$169,467$177,939,930$177,939,930
50MINDFUL ASSET PLANNING$166,724$226,411,666$226,411,666
Next Page »

Showing 1 to 50 of 52 entries

Page 1 | 2

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.