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