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$4,945,425$3,000,786,558$4,659,676,300$7,660,462,858
2Accredited Investors Wealth Management$580,037$2,209,844,931$87,681,787$2,297,526,718
3Envoi Llc$1,768,252$2,065,317,982$2,065,317,982
4Punch & Associates Investment Management, Inc.$793,183$1,433,282,568$1,433,282,568
5Jnba Financial Advisors Inc$314,515$1,038,327,332$29,765,698$1,068,093,030
6Silveroak Wealth Management Llc$685,863$884,516,155$66,090,099$950,606,254
7Palisade Asset Management, Llc$1,847,814$862,239,731$69,058,352$931,298,083
8Marquette Wealth Management$2,014,455$801,753,000$801,753,000
9Cahill Financial Advisors, Inc.$948,671$598,228,133$129,402,351$727,630,484
10All Star Financial Inc$404,606$543,790,686$543,790,686
11Quantitative Advantage, Llc$310,326$516,693,145$516,693,145
12Navpoint Financial, Inc.$2,093,983$465,087,163$22,810,811$487,897,974
13White Oaks Wealth Advisors, Inc.$1,761,055$452,591,100$452,591,100
14White Oaks Wealth Advisors, Inc.$1,761,055$452,591,100$452,591,100
15Birchwood Financial Partners, Inc.$314,952$427,260,197$19,026,858$446,287,055
16Tealwood Asset Management$439,266$412,909,911$412,909,911
17Bgm Wealth Partners$698,320$370,221,873$8,965,747$379,187,620
18Ulland Investment Advisors, Llc$788,787$359,686,894$359,686,894
19Gen Financial Management Inc.$739,154$328,324,900$10,946,800$339,271,700
20Nicollet Investment Management, Inc.$522,233$326,917,974$326,917,974
21Access Financial Services, Inc.$398,492$304,398,687$447,403$304,846,090
22Modus Advisors, Llc$1,092,644$271,982,002$11,012,881$282,994,883
23Schwarz Dygos Wheeler Investment Advisors Llc$164,317$237,673,811$5,022,611$242,696,422
24Fure Financial Corporation$181,150$220,640,928$220,640,928
25Epiq Partners, Llc$730,719$178,926,800$29,328,207$208,255,007
26Gs Investment Inc$989,687$191,183,926$1,805,035$192,988,961
27Pitzl Financial$169,467$177,939,930$177,939,930
28Guardian Wealth Advisors, Llc$274,967$110,820,000$37,937,000$148,757,000
29Heritage Wealth Architects, Inc.$291,339$120,620,906$25,048,388$145,669,294
30Caissa Wealth Strategies$312,511$128,437,646$12,817,162$141,254,808
31Somerset Group Llc$2,302,356$138,121,923$19,416$138,141,339
32Capital Formation Strategies Inc$300,986$134,841,741$134,841,741
33Excelsior Investors$443,163$117,491,706$17,229,837$134,721,543
34Brown Wealth Management, Llc$256,518$99,425,256$17,547,000$116,972,256
35Cordis Financial, Llc$264,991$116,861,108$116,861,108
36Enspyre Wealth Advisors, Inc.$455,443$112,494,389$112,494,389
37Thomas Leo Advisory, Llc$328,804$110,149,345$110,149,345
38Echo Wealth Management, Llc$319,459$103,748,386$4,867,707$108,616,093

Showing 1 to 38 of 38 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.