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

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.