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 | White Oaks Wealth Advisors, Inc. | $1,826,530 | $460,285,619 | — | $460,285,619 |
| 2 | Waypoint Capital Advisors, LLC | $1,082,723 | $361,629,588 | — | $361,629,588 |
| 3 | Vestment Financial LLC | $216,375 | $120,953,555 | — | $120,953,555 |
| 4 | Ulland Investment Advisors, LLC | $996,404 | $466,057,219 | $2,252,500 | $468,309,719 |
| 5 | Trunorth Wealth Partners, LLC | $505,329 | $463,355,860 | $14,180,426 | $477,536,286 |
| 6 | THOMAS LEO ADVISORY, LLC | $328,804 | $110,149,345 | — | $110,149,345 |
| 7 | Tealwood Asset Management Inc | $424,131 | $374,674,211 | $257,550 | $374,931,761 |
| 8 | Somerset Group LLC | $2,584,100 | $144,688,937 | $20,639 | $144,709,576 |
| 9 | Silveroak Wealth Management LLC | $735,480 | $1,009,541,053 | $69,407,949 | $1,078,949,002 |
| 10 | Schwarz Dygos Wheeler Investment Advisors LLC | $276,168 | $428,346,284 | $14,627,825 | $442,974,109 |
| 11 | Rossjohnson & Associates, LLC | $653,662 | $122,077,869 | $4,732,524 | $126,810,393 |
| 12 | Quantitative Advantage, LLC | $346,494 | $599,780,339 | — | $599,780,339 |
| 13 | Punch & Associates Investment Management, Inc. | $869,826 | $1,602,219,240 | — | $1,602,219,240 |
| 14 | Prairieview Partners, LLC | $356,014 | $740,305,825 | $5,187,527 | $745,493,352 |
| 15 | Pitzl Financial, LLC | $175,356 | $203,062,743 | — | $203,062,743 |
| 16 | Phillip James Consulting Co. | $158,001 | $110,284,896 | — | $110,284,896 |
| 17 | Palisade Asset Management, LLC | $1,850,481 | $933,525,014 | $80,538,711 | $1,014,063,725 |
| 18 | Nicollet Investment Management, Inc. | $594,813 | $393,766,229 | — | $393,766,229 |
| 19 | Navpoint Financial, Inc. | $2,278,266 | $534,820,724 | $23,354,481 | $558,175,205 |
| 20 | Modus Advisors, LLC | $367,536 | $325,491,792 | $12,273,518 | $337,765,310 |
| 21 | MJT & Associates Financial Advisory Group, Inc. | $116,646 | $115,677,406 | $4,118,504 | $119,795,910 |
| 22 | Meristem Family Wealth, LLC | $6,034,132 | $1,402,705,850 | $2,893,596,029 | $4,296,301,879 |
| 23 | Marquette Asset Management, LLC | $2,026,187 | $877,339,000 | — | $877,339,000 |
| 24 | LPWM LLC | $208,316 | $195,399,864 | $2,500,000 | $197,899,864 |
| 25 | Laurel Wealth Planning LLC | $373,947 | $261,613,314 | $149,828 | $261,763,142 |
| 26 | KP Financial Management, LLC Dba Caissa Wealth Strategies | $396,934 | $168,623,564 | $7,218,204 | $175,841,768 |
| 27 | Kowalski Financial Inc. | $192,306 | $113,845,000 | — | $113,845,000 |
| 28 | Josh Arnold Investment Consultant, LLC | $342,594 | $123,334,000 | — | $123,334,000 |
| 29 | JNBA Financial Advisors, LLC | $367,527 | $1,191,643,309 | $25,237,494 | $1,216,880,803 |
| 30 | Intelligent Financial Strategies, LLC | $375,513 | $135,028,530 | $14,801,008 | $149,829,538 |
| 31 | High Note Wealth, LLC | $394,886 | $347,499,796 | — | $347,499,796 |
| 32 | Heritage Wealth Architects, Inc. | $359,907 | $136,855,781 | $48,856,119 | $185,711,900 |
| 33 | GUARDIAN WEALTH ADVISORS, LLC | $274,967 | $110,820,000 | $37,937,000 | $148,757,000 |
| 34 | GS Investments, Inc. | $822,961 | $137,943,174 | $5,252,052 | $143,195,226 |
| 35 | Gen Financial Management Inc. | $858,505 | $361,388,000 | $36,100,000 | $397,488,000 |
| 36 | Fure Financial Corporation | $197,156 | $216,280,478 | — | $216,280,478 |
| 37 | Fiduciary Counselling Inc | $5,669,158 | $3,436,469,348 | $5,679,536,876 | $9,116,006,224 |
| 38 | FFP Wealth Management, LLC | $223,012 | $155,548,756 | $3,904,971 | $159,453,727 |
| 39 | EPIQ Partners, LLC | $1,150,766 | $365,788,799 | $43,884,062 | $409,672,861 |
| 40 | Envoi LLC | $1,832,376 | $2,259,319,068 | — | $2,259,319,068 |
| 41 | Enspyre Wealth Advisors, Inc. | $518,458 | $129,614,486 | — | $129,614,486 |
| 42 | Echo Wealth Management, LLC | $375,794 | $126,534,622 | $4,617,513 | $131,152,135 |
| 43 | CTB Financial Services, Ltd. | $214,052 | — | $208,272,587 | $208,272,587 |
| 44 | Cornerstone Wealth Advisors, Inc. | $295,371 | $337,181,371 | $35,872,684 | $373,054,055 |
| 45 | Cordis Financial, LLC | $306,036 | $141,082,772 | — | $141,082,772 |
| 46 | Compass Capital Management Inc | $1,421,864 | $1,695,090,490 | $38,161,347 | $1,733,251,837 |
| 47 | CAPITAL FORMATION STRATEGIES INC | $300,986 | $134,841,741 | — | $134,841,741 |
| 48 | Cahill Financial Advisors, Inc. | $275,545 | $832,895,467 | $134,267,025 | $967,162,492 |
| 49 | C. C. Dunnavan & Co., Inc. | $835,690 | $401,131,134 | — | $401,131,134 |
| 50 | Brown Wealth Management, LLC | $286,125 | $120,916,000 | $21,288,000 | $142,204,000 |
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.
