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
1Access Financial Services, Inc.$373,229$273,179,938$396,692$273,576,630
2Accredited Investors Wealth Management$511,598$1,791,269,253$78,108,609$1,869,377,862
3All Star Financial Inc$421,390$531,794,135$531,794,135
4All Terrain Financial Advisors$404,240$260,288,116$6,510,214$266,798,330
5Allodium Investment Consultants, LLC$470,514$255,489,316$255,489,316
6Ballast Advisors, LLC$140,337$333,498,419$7,521,091$341,019,510
7BGM Wealth Partners$769,748$402,446,942$5,519,410$407,966,352
8Birchwood Financial Partners$266,610$349,283,811$21,037,288$370,321,099
9Brown Wealth Management, LLC$217,778$93,599,644$14,200,306$107,799,950
10Cahill Financial Advisors, Inc.$236,934$485,869,173$106,467,055$592,336,228
11Capital Formation Strategies Inc$291,837$137,455,376$137,455,376
12Cornerstone Wealth Advisors, Inc.$225,867$205,200,000$35,800,000$241,000,000
13CTB Financial Services, Ltd..$201,716$176,905,231$176,905,231
14Envoi$1,672,257$1,690,652,000$1,690,652,000
15EPIQ Partners, LLC$552,150$131,548,472$21,949,361$153,497,833
16Excelsior Investors$389,301$101,595,258$16,362,961$117,958,219
17Fiduciary Counselling Inc$3,867,596$2,473,741,111$3,277,374,544$5,751,115,655
18Fure Financial Corporation$170,405$200,907,925$200,907,925
19GEN Financial Management Inc.$550,006$244,820,800$3,781,700$248,602,500
20GS Investment Inc$918,961$164,871,364$1,460,543$166,331,907
21Guardian Wealth Advisors$291,943$84,306,000$65,169,000$149,475,000
22Heritage Wealth Architects, Inc.$272,972$104,332,085$23,418,820$127,750,905
23JNBA Financial Advocates$276,380$859,342,186$25,903,671$885,245,857
24Laurel Wealth Planning$250,356$152,153,031$9,326,712$161,479,743
25Lifestage Wealth Management$117,952$130,925,631$2,124,221$133,049,852
26Marquette Asset Management$1,832,987$705,700,000$705,700,000
27Mindful Asset Planning$143,503$177,943,503$177,943,503
28Modus Advisors, LLC$307,484$204,636,319$9,679,857$214,316,176
29Navpoint Financial, Inc.$1,826,307$399,796,256$20,254,259$420,050,515
30Nepsis Capital Management, Inc.$120,480$222,514,104$4,109,165$226,623,269
31Nicollet Investment Management, Inc.$433,882$260,329,115$260,329,115
32Palisade Asset Management$1,877,747$809,133,457$48,997,031$858,130,488
33Pitzl Financial$160,951$142,441,957$142,441,957
34Prairieview Partners, LLC$1,738,712$530,649,585$3,134,939$533,784,524
35Punch & Associates Investment Management, Inc.$686,051$1,164,228,679$1,164,228,679
36Quantitative Advantage, LLC$241,672$408,908,546$408,908,546
37Schwarz Dygos Wheeler Investment Advisors LLC$197,821$264,120,980$7,289,110$271,410,090
38Silveroak Wealth Management$602,039$703,387,493$56,987,302$760,374,795
39Silveroak Wealth Management Llc$750,959$183,985,067$183,985,067
40Somerset Group LLC$578,397$131,277,086$19,016$131,296,102
41Stonebridge Capital Advisors LLC$702,732$1,191,591,997$36,080,667$1,227,672,664
42Tealwood Asset Management$413,798$388,142,909$388,142,909
43The Johnston Group, LLC$404,110$403,000,000$10,000,000$413,000,000
44Trunorth Wealth Partners$462,173$388,711,134$13,841,498$402,552,632
45Ulland Investment Advisors$660,410$297,844,687$297,844,687
46Waypoint Capital Advisors, LLC$957,726$190,761,166$2,699,481$193,460,647
47White Oaks Wealth Advisors$1,473,581$393,819,894$2,573,476$396,393,370

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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