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
1Accredited Investors Inc$651,689$2,545,432,965$130,400,589$2,675,833,554
2All Star Financial Inc$291,896$424,417,300$424,417,300
3All Terrain Financial Advisors, LLC$935,559$317,050,307$178,796,054$495,846,361
4Allodium Investment Consultants, LLC$587,465$340,141,956$340,141,956
5BGM Wealth Partners, LLC$615,155$374,451,436$15,556,968$390,008,404
6Birchwood Financial Partners, Inc.$362,361$487,428,313$19,514,107$506,942,420
7Bond & Devick Financial Network, Inc.$437,720$470,325,310$4,601,125$474,926,435
8BPS Capital Management, Inc.$48,489,655$3,879,172,415$3,879,172,415
9Brown Wealth Management, LLC$286,125$120,916,000$21,288,000$142,204,000
10C. C. Dunnavan & Co., Inc.$835,690$401,131,134$401,131,134
11Cahill Financial Advisors, Inc.$275,545$832,895,467$134,267,025$967,162,492
12CAPITAL FORMATION STRATEGIES INC$300,986$134,841,741$134,841,741
13Compass Capital Management Inc$1,421,864$1,695,090,490$38,161,347$1,733,251,837
14Cordis Financial, LLC$306,036$141,082,772$141,082,772
15Cornerstone Wealth Advisors, Inc.$295,371$337,181,371$35,872,684$373,054,055
16CTB Financial Services, Ltd.$214,052$208,272,587$208,272,587
17Echo Wealth Management, LLC$375,794$126,534,622$4,617,513$131,152,135
18Enspyre Wealth Advisors, Inc.$518,458$129,614,486$129,614,486
19Envoi LLC$1,832,376$2,259,319,068$2,259,319,068
20EPIQ Partners, LLC$1,150,766$365,788,799$43,884,062$409,672,861
21FFP Wealth Management, LLC$223,012$155,548,756$3,904,971$159,453,727
22Fiduciary Counselling Inc$5,669,158$3,436,469,348$5,679,536,876$9,116,006,224
23Fure Financial Corporation$197,156$216,280,478$216,280,478
24Gen Financial Management Inc.$858,505$361,388,000$36,100,000$397,488,000
25GS Investments, Inc.$822,961$137,943,174$5,252,052$143,195,226
26GUARDIAN WEALTH ADVISORS, LLC$274,967$110,820,000$37,937,000$148,757,000
27Heritage Wealth Architects, Inc.$359,907$136,855,781$48,856,119$185,711,900
28High Note Wealth, LLC$394,886$347,499,796$347,499,796
29Intelligent Financial Strategies, LLC$375,513$135,028,530$14,801,008$149,829,538
30JNBA Financial Advisors, LLC$367,527$1,191,643,309$25,237,494$1,216,880,803
31Josh Arnold Investment Consultant, LLC$342,594$123,334,000$123,334,000
32Kowalski Financial Inc.$192,306$113,845,000$113,845,000
33KP Financial Management, LLC Dba Caissa Wealth Strategies$396,934$168,623,564$7,218,204$175,841,768
34Laurel Wealth Planning LLC$373,947$261,613,314$149,828$261,763,142
35Lifestage Wealth Management LLC$147,795$161,306,873$2,154,030$163,460,903
36LPWM LLC$208,316$195,399,864$2,500,000$197,899,864
37Marquette Asset Management, LLC$2,026,187$877,339,000$877,339,000
38Meristem Family Wealth, LLC$6,034,132$1,402,705,850$2,893,596,029$4,296,301,879
39Mindful Asset Planning LLC$202,415$281,964,467$281,964,467
40MJT & Associates Financial Advisory Group, Inc.$116,646$115,677,406$4,118,504$119,795,910
41Modus Advisors, LLC$367,536$325,491,792$12,273,518$337,765,310
42Navpoint Financial, Inc.$2,278,266$534,820,724$23,354,481$558,175,205
43Nicollet Investment Management, Inc.$594,813$393,766,229$393,766,229
44Northland Capital Management, LLC$293,677$137,734,400$137,734,400
45Palisade Asset Management, LLC$1,850,481$933,525,014$80,538,711$1,014,063,725
46Perceptive Edge Investment Management, Inc.$2,078,265$137,888,285$192,555,791$330,444,076
47Phillip James Consulting Co.$158,001$110,284,896$110,284,896
48Pitzl Financial, LLC$175,356$203,062,743$203,062,743
49Prairieview Partners, LLC$356,014$740,305,825$5,187,527$745,493,352
50Punch & Associates Investment Management, Inc.$869,826$1,602,219,240$1,602,219,240
Next Page »

Showing 1 to 50 of 62 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 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.