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 |
|---|---|---|---|---|---|
| 1 | Accredited Investors Inc | $651,689 | $2,545,432,965 | $130,400,589 | $2,675,833,554 |
| 2 | All Star Financial Inc | $291,896 | $424,417,300 | — | $424,417,300 |
| 3 | Allodium Investment Consultants, LLC | $587,465 | $340,141,956 | — | $340,141,956 |
| 4 | BGM Wealth Partners, LLC | $615,155 | $374,451,436 | $15,556,968 | $390,008,404 |
| 5 | Birchwood Financial Partners, Inc. | $362,361 | $487,428,313 | $19,514,107 | $506,942,420 |
| 6 | Bond & Devick Financial Network, Inc. | $437,720 | $470,325,310 | $4,601,125 | $474,926,435 |
| 7 | Brown Wealth Management, LLC | $286,125 | $120,916,000 | $21,288,000 | $142,204,000 |
| 8 | C. C. Dunnavan & Co., Inc. | $835,690 | $401,131,134 | — | $401,131,134 |
| 9 | Cahill Financial Advisors, Inc. | $275,545 | $832,895,467 | $134,267,025 | $967,162,492 |
| 10 | CAPITAL FORMATION STRATEGIES INC | $300,986 | $134,841,741 | — | $134,841,741 |
| 11 | Compass Capital Management Inc | $1,421,864 | $1,695,090,490 | $38,161,347 | $1,733,251,837 |
| 12 | Cordis Financial, LLC | $306,036 | $141,082,772 | — | $141,082,772 |
| 13 | Cornerstone Wealth Advisors, Inc. | $295,371 | $337,181,371 | $35,872,684 | $373,054,055 |
| 14 | CTB Financial Services, Ltd. | $214,052 | — | $208,272,587 | $208,272,587 |
| 15 | Echo Wealth Management, LLC | $375,794 | $126,534,622 | $4,617,513 | $131,152,135 |
| 16 | Enspyre Wealth Advisors, Inc. | $518,458 | $129,614,486 | — | $129,614,486 |
| 17 | Envoi LLC | $1,832,376 | $2,259,319,068 | — | $2,259,319,068 |
| 18 | EPIQ Partners, LLC | $1,150,766 | $365,788,799 | $43,884,062 | $409,672,861 |
| 19 | FFP Wealth Management, LLC | $223,012 | $155,548,756 | $3,904,971 | $159,453,727 |
| 20 | Fiduciary Counselling Inc | $5,669,158 | $3,436,469,348 | $5,679,536,876 | $9,116,006,224 |
| 21 | Fure Financial Corporation | $197,156 | $216,280,478 | — | $216,280,478 |
| 22 | Gen Financial Management Inc. | $858,505 | $361,388,000 | $36,100,000 | $397,488,000 |
| 23 | GS Investments, Inc. | $822,961 | $137,943,174 | $5,252,052 | $143,195,226 |
| 24 | GUARDIAN WEALTH ADVISORS, LLC | $274,967 | $110,820,000 | $37,937,000 | $148,757,000 |
| 25 | Heritage Wealth Architects, Inc. | $359,907 | $136,855,781 | $48,856,119 | $185,711,900 |
| 26 | High Note Wealth, LLC | $394,886 | $347,499,796 | — | $347,499,796 |
| 27 | Intelligent Financial Strategies, LLC | $375,513 | $135,028,530 | $14,801,008 | $149,829,538 |
| 28 | JNBA Financial Advisors, LLC | $367,527 | $1,191,643,309 | $25,237,494 | $1,216,880,803 |
| 29 | Josh Arnold Investment Consultant, LLC | $342,594 | $123,334,000 | — | $123,334,000 |
| 30 | Kowalski Financial Inc. | $192,306 | $113,845,000 | — | $113,845,000 |
| 31 | KP Financial Management, LLC Dba Caissa Wealth Strategies | $396,934 | $168,623,564 | $7,218,204 | $175,841,768 |
| 32 | Laurel Wealth Planning LLC | $373,947 | $261,613,314 | $149,828 | $261,763,142 |
| 33 | LPWM LLC | $208,316 | $195,399,864 | $2,500,000 | $197,899,864 |
| 34 | Marquette Asset Management, LLC | $2,026,187 | $877,339,000 | — | $877,339,000 |
| 35 | Meristem Family Wealth, LLC | $6,034,132 | $1,402,705,850 | $2,893,596,029 | $4,296,301,879 |
| 36 | MJT & Associates Financial Advisory Group, Inc. | $116,646 | $115,677,406 | $4,118,504 | $119,795,910 |
| 37 | Modus Advisors, LLC | $367,536 | $325,491,792 | $12,273,518 | $337,765,310 |
| 38 | Navpoint Financial, Inc. | $2,278,266 | $534,820,724 | $23,354,481 | $558,175,205 |
| 39 | Nicollet Investment Management, Inc. | $594,813 | $393,766,229 | — | $393,766,229 |
| 40 | Palisade Asset Management, LLC | $1,850,481 | $933,525,014 | $80,538,711 | $1,014,063,725 |
| 41 | Phillip James Consulting Co. | $158,001 | $110,284,896 | — | $110,284,896 |
| 42 | Pitzl Financial, LLC | $175,356 | $203,062,743 | — | $203,062,743 |
| 43 | Prairieview Partners, LLC | $356,014 | $740,305,825 | $5,187,527 | $745,493,352 |
| 44 | Punch & Associates Investment Management, Inc. | $869,826 | $1,602,219,240 | — | $1,602,219,240 |
| 45 | Quantitative Advantage, LLC | $346,494 | $599,780,339 | — | $599,780,339 |
| 46 | Rossjohnson & Associates, LLC | $653,662 | $122,077,869 | $4,732,524 | $126,810,393 |
| 47 | Schwarz Dygos Wheeler Investment Advisors LLC | $276,168 | $428,346,284 | $14,627,825 | $442,974,109 |
| 48 | Silveroak Wealth Management LLC | $735,480 | $1,009,541,053 | $69,407,949 | $1,078,949,002 |
| 49 | Somerset Group LLC | $2,584,100 | $144,688,937 | $20,639 | $144,709,576 |
| 50 | Tealwood Asset Management Inc | $424,131 | $374,674,211 | $257,550 | $374,931,761 |
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.
