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
1Fiduciary Counselling Inc$3,867,596$2,473,741,111$3,277,374,544$5,751,115,655
2Palisade Asset Management$1,877,747$809,133,457$48,997,031$858,130,488
3Marquette Asset Management$1,832,987$705,700,000$705,700,000
4Navpoint Financial, Inc.$1,826,307$399,796,256$20,254,259$420,050,515
5Prairieview Partners, LLC$1,738,712$530,649,585$3,134,939$533,784,524
6Envoi$1,672,257$1,690,652,000$1,690,652,000
7White Oaks Wealth Advisors$1,473,581$393,819,894$2,573,476$396,393,370
8Waypoint Capital Advisors, LLC$957,726$190,761,166$2,699,481$193,460,647
9GS Investment Inc$918,961$164,871,364$1,460,543$166,331,907
10BGM Wealth Partners$769,748$402,446,942$5,519,410$407,966,352
11Silveroak Wealth Management Llc$750,959$183,985,067$183,985,067
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$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
22Nicollet Investment Management, Inc.$433,882$260,329,115$260,329,115
23All Star Financial Inc$421,390$531,794,135$531,794,135
24Tealwood Asset Management$413,798$388,142,909$388,142,909
25All Terrain Financial Advisors$404,240$260,288,116$6,510,214$266,798,330
26The Johnston Group, LLC$404,110$403,000,000$10,000,000$413,000,000
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
29Modus Advisors, LLC$307,484$204,636,319$9,679,857$214,316,176
30Guardian Wealth Advisors$291,943$84,306,000$65,169,000$149,475,000
31Capital Formation Strategies Inc$291,837$137,455,376$137,455,376
32JNBA Financial Advocates$276,380$859,342,186$25,903,671$885,245,857
33Heritage Wealth Architects, Inc.$272,972$104,332,085$23,418,820$127,750,905
34Birchwood Financial Partners$266,610$349,283,811$21,037,288$370,321,099
35Laurel Wealth Planning$250,356$152,153,031$9,326,712$161,479,743
36Quantitative Advantage, LLC$241,672$408,908,546$408,908,546
37Cahill Financial Advisors, Inc.$236,934$485,869,173$106,467,055$592,336,228
38Cornerstone Wealth Advisors, Inc.$225,867$205,200,000$35,800,000$241,000,000
39Brown Wealth Management, LLC$217,778$93,599,644$14,200,306$107,799,950
40CTB Financial Services, Ltd..$201,716$176,905,231$176,905,231
41Schwarz Dygos Wheeler Investment Advisors LLC$197,821$264,120,980$7,289,110$271,410,090
42Fure Financial Corporation$170,405$200,907,925$200,907,925
43Pitzl Financial$160,951$142,441,957$142,441,957
44Mindful Asset Planning$143,503$177,943,503$177,943,503
45Ballast Advisors, LLC$140,337$333,498,419$7,521,091$341,019,510
46Nepsis Capital Management, Inc.$120,480$222,514,104$4,109,165$226,623,269
47Lifestage Wealth Management$117,952$130,925,631$2,124,221$133,049,852

Showing 1 to 47 of 47 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.

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