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 WEALTH MANAGEMENT$580,037$2,209,844,931$87,681,787$2,297,526,718
2ALL STAR FINANCIAL INC$291,896$424,417,300$424,417,300
3ALL TERRAIN FINANCIAL ADVISORS$747,084$273,572,291$150,771,487$424,343,778
4ALLODIUM INVESTMENT CONSULTANTS, LLC$543,265$312,920,885$312,920,885
5BGM WEALTH PARTNERS$698,320$370,221,873$8,965,747$379,187,620
6BIRCHWOOD FINANCIAL PARTNERS, INC.$314,952$427,260,197$19,026,858$446,287,055
7BROWN WEALTH MANAGEMENT, LLC$256,518$99,425,256$17,547,000$116,972,256
8CAHILL FINANCIAL ADVISORS, INC.$948,671$598,228,133$129,402,351$727,630,484
9CAISSA WEALTH STRATEGIES$312,511$128,437,646$12,817,162$141,254,808
10CAPITAL FORMATION STRATEGIES INC$300,986$134,841,741$134,841,741
11CORDIS FINANCIAL, LLC$264,991$116,861,108$116,861,108
12CORNERSTONE WEALTH ADVISORS, INC.$252,104$251,078,000$38,590,000$289,668,000
13CTB FINANCIAL SERVICES, LTD.$207,850$193,508,407$193,508,407
14ECHO WEALTH MANAGEMENT, LLC$319,459$103,748,386$4,867,707$108,616,093
15ENSPYRE WEALTH ADVISORS, INC.$455,443$112,494,389$112,494,389
16ENVOI LLC$1,768,252$2,065,317,982$2,065,317,982
17EPIQ PARTNERS, LLC$730,719$178,926,800$29,328,207$208,255,007
18EXCELSIOR INVESTORS$443,163$117,491,706$17,229,837$134,721,543
19FFP WEALTH MANAGEMENT, LLC$183,154$121,302,564$3,059,261$124,361,825
20FIDUCIARY COUNSELLING INC$4,945,425$3,000,786,558$4,659,676,300$7,660,462,858
21FURE FINANCIAL CORPORATION$181,150$220,640,928$220,640,928
22GEN FINANCIAL MANAGEMENT INC.$739,154$328,324,900$10,946,800$339,271,700
23GS INVESTMENT INC$989,687$191,183,926$1,805,035$192,988,961
24GUARDIAN WEALTH ADVISORS, LLC$274,967$110,820,000$37,937,000$148,757,000
25HERITAGE WEALTH ARCHITECTS, INC.$291,339$120,620,906$25,048,388$145,669,294
26HIGH NOTE WEALTH, LLC$269,249$181,473,513$181,473,513
27JNBA FINANCIAL ADVISORS INC$314,515$1,038,327,332$29,765,698$1,068,093,030
28LAUREL WEALTH PLANNING$299,734$208,118,499$196,842$208,315,341
29LIFESTAGE WEALTH MANAGEMENT LLC$136,579$145,028,845$1,929,857$146,958,702
30LOGAN PARK WEALTH MANAGEMENT$191,439$164,626,622$2,500,000$167,126,622
31MARQUETTE WEALTH MANAGEMENT$2,014,455$801,753,000$801,753,000
32MERISTEM FAMILY WEALTH$5,867,836$1,497,847,076$2,445,338,626$3,943,185,702
33MINDFUL ASSET PLANNING$166,724$226,411,666$226,411,666
34MODUS ADVISORS, LLC$1,092,644$271,982,002$11,012,881$282,994,883
35NAVPOINT FINANCIAL, INC.$2,093,983$465,087,163$22,810,811$487,897,974
36NICOLLET INVESTMENT MANAGEMENT, INC.$530,300$342,574,114$342,574,114
37NORTHLAND CAPITAL MANAGEMENT$239,103$120,268,679$120,268,679
38PALISADE ASSET MANAGEMENT, LLC$1,847,814$862,239,731$69,058,352$931,298,083
39PERCEPTIVE EDGE INVESTMENT MANAGEMENT, INC.$1,980,385$104,757,438$184,378,808$289,136,246
40PITZL FINANCIAL$169,467$177,939,930$177,939,930
41PRAIRIEVIEW PARTNERS, LLC$2,038,736$656,484,087$4,066,419$660,550,506
42PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.$793,183$1,433,282,568$1,433,282,568
43QUANTITATIVE ADVANTAGE, LLC$310,326$516,693,145$516,693,145
44SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC$164,317$237,673,811$5,022,611$242,696,422
45SILVEROAK WEALTH MANAGEMENT LLC$685,863$884,516,155$66,090,099$950,606,254
46SOMERSET GROUP LLC$2,302,356$138,121,923$19,416$138,141,339
47TEALWOOD ASSET MANAGEMENT$439,266$412,909,911$412,909,911
48THOMAS LEO ADVISORY, LLC$328,804$110,149,345$110,149,345
49TRUNORTH WEALTH PARTNERS$496,665$453,185,193$18,149,760$471,334,953
50ULLAND INVESTMENT ADVISORS, LLC$788,787$359,686,894$359,686,894
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.