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$5,669,158$3,436,469,348$5,679,536,876$9,116,006,224
2Meristem Family Wealth, LLC$6,034,132$1,402,705,850$2,893,596,029$4,296,301,879
3CTB Financial Services, Ltd.$214,052$208,272,587$208,272,587
4Cahill Financial Advisors, Inc.$275,545$832,895,467$134,267,025$967,162,492
5Accredited Investors Inc$651,689$2,545,432,965$130,400,589$2,675,833,554
6Palisade Asset Management, LLC$1,850,481$933,525,014$80,538,711$1,014,063,725
7Silveroak Wealth Management LLC$735,480$1,009,541,053$69,407,949$1,078,949,002
8Heritage Wealth Architects, Inc.$359,907$136,855,781$48,856,119$185,711,900
9EPIQ Partners, LLC$1,150,766$365,788,799$43,884,062$409,672,861
10Compass Capital Management Inc$1,421,864$1,695,090,490$38,161,347$1,733,251,837
11GUARDIAN WEALTH ADVISORS, LLC$274,967$110,820,000$37,937,000$148,757,000
12Gen Financial Management Inc.$858,505$361,388,000$36,100,000$397,488,000
13Cornerstone Wealth Advisors, Inc.$295,371$337,181,371$35,872,684$373,054,055
14JNBA Financial Advisors, LLC$367,527$1,191,643,309$25,237,494$1,216,880,803
15Navpoint Financial, Inc.$2,278,266$534,820,724$23,354,481$558,175,205
16Brown Wealth Management, LLC$286,125$120,916,000$21,288,000$142,204,000
17Birchwood Financial Partners, Inc.$362,361$487,428,313$19,514,107$506,942,420
18BGM Wealth Partners, LLC$615,155$374,451,436$15,556,968$390,008,404
19Intelligent Financial Strategies, LLC$375,513$135,028,530$14,801,008$149,829,538
20Schwarz Dygos Wheeler Investment Advisors LLC$276,168$428,346,284$14,627,825$442,974,109
21Trunorth Wealth Partners, LLC$505,329$463,355,860$14,180,426$477,536,286
22Modus Advisors, LLC$367,536$325,491,792$12,273,518$337,765,310
23KP Financial Management, LLC Dba Caissa Wealth Strategies$396,934$168,623,564$7,218,204$175,841,768
24GS Investments, Inc.$822,961$137,943,174$5,252,052$143,195,226
25Prairieview Partners, LLC$356,014$740,305,825$5,187,527$745,493,352
26Rossjohnson & Associates, LLC$653,662$122,077,869$4,732,524$126,810,393
27Echo Wealth Management, LLC$375,794$126,534,622$4,617,513$131,152,135
28Bond & Devick Financial Network, Inc.$437,720$470,325,310$4,601,125$474,926,435
29MJT & Associates Financial Advisory Group, Inc.$116,646$115,677,406$4,118,504$119,795,910
30FFP Wealth Management, LLC$223,012$155,548,756$3,904,971$159,453,727
31LPWM LLC$208,316$195,399,864$2,500,000$197,899,864
32Ulland Investment Advisors, LLC$996,404$466,057,219$2,252,500$468,309,719
33Tealwood Asset Management Inc$424,131$374,674,211$257,550$374,931,761
34Laurel Wealth Planning LLC$373,947$261,613,314$149,828$261,763,142
35Somerset Group LLC$2,584,100$144,688,937$20,639$144,709,576
36Enspyre Wealth Advisors, Inc.$518,458$129,614,486$129,614,486
37Allodium Investment Consultants, LLC$587,465$340,141,956$340,141,956
38Waypoint Capital Advisors, LLC$1,082,723$361,629,588$361,629,588
39Kowalski Financial Inc.$192,306$113,845,000$113,845,000
40Envoi LLC$1,832,376$2,259,319,068$2,259,319,068
41High Note Wealth, LLC$394,886$347,499,796$347,499,796
42Pitzl Financial, LLC$175,356$203,062,743$203,062,743
43Fure Financial Corporation$197,156$216,280,478$216,280,478
44Punch & Associates Investment Management, Inc.$869,826$1,602,219,240$1,602,219,240
45Cordis Financial, LLC$306,036$141,082,772$141,082,772
46Quantitative Advantage, LLC$346,494$599,780,339$599,780,339
47Nicollet Investment Management, Inc.$594,813$393,766,229$393,766,229
48Josh Arnold Investment Consultant, LLC$342,594$123,334,000$123,334,000
49White Oaks Wealth Advisors, Inc.$1,826,530$460,285,619$460,285,619
50All Star Financial Inc$291,896$424,417,300$424,417,300
Next Page »

Showing 1 to 50 of 56 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.