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.

Rank Business Name Avg. account AUM Discretionary AUM Non-discretionary AUM Total AUM
1Meristem Family Wealth$5,601,116$1,508,315,042$1,729,129,967$3,237,445,009
2Fiduciary Counselling Inc$3,867,596$2,473,741,111$3,277,374,544$5,751,115,655
3Palisade Asset Management, Llc$1,877,747$809,133,457$48,997,031$858,130,488
4Marquette Wealth Management$1,832,987$705,700,000$705,700,000
5Navpoint Financial, Inc.$1,826,307$399,796,256$20,254,259$420,050,515
6Prairieview Partners, Llc$1,738,712$530,649,585$3,134,939$533,784,524
7Envoi Llc$1,672,257$1,690,652,000$1,690,652,000
8White Oaks Wealth Advisors, Inc.$1,462,429$390,819,894$2,573,476$393,393,370
9Waypoint Capital Advisors, Llc$957,726$190,761,166$2,699,481$193,460,647
10Gs Investment Inc$918,961$164,871,364$1,460,543$166,331,907
11Bgm Wealth Partners$769,748$402,446,942$5,519,410$407,966,352
12Stonebridge Capital Advisors LLC$702,732$1,191,591,997$36,080,667$1,227,672,664
13Punch & Associates Investment Management, Inc.$686,051$1,164,228,679$1,164,228,679
14Ulland Investment Advisors$660,410$297,844,687$297,844,687
15Silveroak Wealth Management Llc$602,039$703,387,493$56,987,302$760,374,795
16Somerset Group Llc$578,397$131,277,086$19,016$131,296,102
17Epiq Partners, Llc$552,150$131,548,472$21,949,361$153,497,833
18Gen Financial Management Inc.$550,006$244,820,800$3,781,700$248,602,500
19Accredited Investors Wealth Management$511,598$1,791,269,253$78,108,609$1,869,377,862
20Allodium Investment Consultants, Llc$470,514$255,489,316$255,489,316
21Trunorth Wealth Partners$462,173$388,711,134$13,841,498$402,552,632
22Enspyre Wealth Advisors, Inc.$452,273$102,213,699$102,213,699
23Nicollet Investment Management, Inc.$433,882$260,329,115$260,329,115
24Tealwood Asset Management$413,798$388,142,909$388,142,909
25All Star Financial Inc$404,606$543,790,686$543,790,686
26All Terrain Financial Advisors$404,240$260,288,116$6,510,214$266,798,330
27Excelsior Investors$389,301$101,595,258$16,362,961$117,958,219
28Access Financial Services, Inc.$373,229$273,179,938$396,692$273,576,630
29Caissa Wealth Strategies$313,941$125,267,170$11,297,100$136,564,270
30Modus Advisors, Llc$307,484$204,636,319$9,679,857$214,316,176
31Guardian Wealth Advisors, Llc$291,943$84,306,000$65,169,000$149,475,000
32Capital Formation Strategies Inc$291,837$137,455,376$137,455,376
33Jnba Financial Advisors Inc$276,380$859,342,186$25,903,671$885,245,857
34Heritage Wealth Architects, Inc.$272,972$104,332,085$23,418,820$127,750,905
35Birchwood Financial Partners, Inc.$266,610$349,283,811$21,037,288$370,321,099
36Laurel Wealth Planning$250,356$152,153,031$9,326,712$161,479,743
37Quantitative Advantage, Llc$241,672$408,908,546$408,908,546
38Cahill Financial Advisors, Inc.$236,934$485,869,173$106,467,055$592,336,228
39Cornerstone Wealth Advisors, Inc.$225,867$205,200,000$35,800,000$241,000,000
40Brown Wealth Management, Llc$217,778$93,599,644$14,200,306$107,799,950
41Ctb Financial Services, Ltd.$201,716$176,905,231$176,905,231
42Schwarz Dygos Wheeler Investment Advisors Llc$197,821$264,120,980$7,289,110$271,410,090
43Fure Financial Corporation$170,405$200,907,925$200,907,925
44Ffp Wealth Management, Llc$164,765$106,767,911$106,767,911
45Pitzl Financial$160,951$142,441,957$142,441,957
46Mindful Asset Planning$143,503$177,943,503$177,943,503
47Ballast Advisors, Llc$140,337$333,498,419$7,521,091$341,019,510
48Nepsis, Inc.$120,480$222,514,104$4,109,165$226,623,269
49Lifestage Wealth Management Llc$117,952$130,925,631$2,124,221$133,049,852

Showing 1 to 49 of 49 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.