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
3Accredited Investors Inc$651,689$2,545,432,965$130,400,589$2,675,833,554
4Envoi LLC$1,832,376$2,259,319,068$2,259,319,068
5Compass Capital Management Inc$1,421,864$1,695,090,490$38,161,347$1,733,251,837
6Punch & Associates Investment Management, Inc.$869,826$1,602,219,240$1,602,219,240
7JNBA Financial Advisors, LLC$367,527$1,191,643,309$25,237,494$1,216,880,803
8Silveroak Wealth Management LLC$735,480$1,009,541,053$69,407,949$1,078,949,002
9Palisade Asset Management, LLC$1,850,481$933,525,014$80,538,711$1,014,063,725
10Cahill Financial Advisors, Inc.$275,545$832,895,467$134,267,025$967,162,492
11Marquette Asset Management, LLC$2,026,187$877,339,000$877,339,000
12Prairieview Partners, LLC$356,014$740,305,825$5,187,527$745,493,352
13Quantitative Advantage, LLC$346,494$599,780,339$599,780,339
14Navpoint Financial, Inc.$2,278,266$534,820,724$23,354,481$558,175,205
15Birchwood Financial Partners, Inc.$362,361$487,428,313$19,514,107$506,942,420
16Trunorth Wealth Partners, LLC$505,329$463,355,860$14,180,426$477,536,286
17Bond & Devick Financial Network, Inc.$437,720$470,325,310$4,601,125$474,926,435
18Ulland Investment Advisors, LLC$996,404$466,057,219$2,252,500$468,309,719
19White Oaks Wealth Advisors, Inc.$1,826,530$460,285,619$460,285,619
20Schwarz Dygos Wheeler Investment Advisors LLC$276,168$428,346,284$14,627,825$442,974,109
21All Star Financial Inc$291,896$424,417,300$424,417,300
22EPIQ Partners, LLC$1,150,766$365,788,799$43,884,062$409,672,861
23C. C. Dunnavan & Co., Inc.$835,690$401,131,134$401,131,134
24Gen Financial Management Inc.$858,505$361,388,000$36,100,000$397,488,000
25Nicollet Investment Management, Inc.$594,813$393,766,229$393,766,229
26BGM Wealth Partners, LLC$615,155$374,451,436$15,556,968$390,008,404
27Tealwood Asset Management Inc$424,131$374,674,211$257,550$374,931,761
28Cornerstone Wealth Advisors, Inc.$295,371$337,181,371$35,872,684$373,054,055
29Waypoint Capital Advisors, LLC$1,082,723$361,629,588$361,629,588
30High Note Wealth, LLC$394,886$347,499,796$347,499,796
31Allodium Investment Consultants, LLC$587,465$340,141,956$340,141,956
32Modus Advisors, LLC$367,536$325,491,792$12,273,518$337,765,310
33Laurel Wealth Planning LLC$373,947$261,613,314$149,828$261,763,142
34Fure Financial Corporation$197,156$216,280,478$216,280,478
35CTB Financial Services, Ltd.$214,052$208,272,587$208,272,587
36Pitzl Financial, LLC$175,356$203,062,743$203,062,743
37LPWM LLC$208,316$195,399,864$2,500,000$197,899,864
38Heritage Wealth Architects, Inc.$359,907$136,855,781$48,856,119$185,711,900
39KP Financial Management, LLC Dba Caissa Wealth Strategies$396,934$168,623,564$7,218,204$175,841,768
40FFP Wealth Management, LLC$223,012$155,548,756$3,904,971$159,453,727
41Intelligent Financial Strategies, LLC$375,513$135,028,530$14,801,008$149,829,538
42GUARDIAN WEALTH ADVISORS, LLC$274,967$110,820,000$37,937,000$148,757,000
43Somerset Group LLC$2,584,100$144,688,937$20,639$144,709,576
44GS Investments, Inc.$822,961$137,943,174$5,252,052$143,195,226
45Brown Wealth Management, LLC$286,125$120,916,000$21,288,000$142,204,000
46Cordis Financial, LLC$306,036$141,082,772$141,082,772
47CAPITAL FORMATION STRATEGIES INC$300,986$134,841,741$134,841,741
48Echo Wealth Management, LLC$375,794$126,534,622$4,617,513$131,152,135
49Enspyre Wealth Advisors, Inc.$518,458$129,614,486$129,614,486
50Rossjohnson & Associates, LLC$653,662$122,077,869$4,732,524$126,810,393
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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 Research.

Reprints: For reprints of these rankings, please contact Caroline Murphy.

*Methodology: InvestmentNews qualified 2,756 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2020, (2) total AUM is at least $100M, (3) does not have employees who are registered representatives of a broker-dealer, (4) managed assets for individual 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 July 2021.