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
1Envoi$1,672,257$1,690,652,000$1,690,652,000
2Marquette Asset Management$1,832,987$705,700,000$705,700,000
3Tealwood Asset Management$413,798$388,142,909$388,142,909
4Ulland Investment Advisors$660,410$297,844,687$297,844,687
5Nicollet Investment Management, Inc.$433,882$260,329,115$260,329,115
6Allodium Investment Consultants, LLC$470,514$255,489,316$255,489,316
7Somerset Group LLC$578,397$131,277,086$19,016$131,296,102
8Access Financial Services, Inc.$373,229$273,179,938$396,692$273,576,630
9GS Investment Inc$918,961$164,871,364$1,460,543$166,331,907
10White Oaks Wealth Advisors$1,473,581$393,819,894$2,573,476$396,393,370
11Waypoint Capital Advisors, LLC$957,726$190,761,166$2,699,481$193,460,647
12Prairieview Partners, LLC$1,738,712$530,649,585$3,134,939$533,784,524
13BGM Wealth Partners$769,748$402,446,942$5,519,410$407,966,352
14All Terrain Financial Advisors$404,240$260,288,116$6,510,214$266,798,330
15Laurel Wealth Planning$250,356$152,153,031$9,326,712$161,479,743
16Excelsior Investors$389,301$101,595,258$16,362,961$117,958,219
17Navpoint Financial, Inc.$1,826,307$399,796,256$20,254,259$420,050,515
18EPIQ Partners, LLC$552,150$131,548,472$21,949,361$153,497,833
19Silveroak Wealth Management$602,039$703,387,493$56,987,302$760,374,795
20Guardian Wealth Advisors$291,943$84,306,000$65,169,000$149,475,000
21Accredited Investors Wealth Management$511,598$1,791,269,253$78,108,609$1,869,377,862
22Fiduciary Counselling Inc$3,867,596$2,473,741,111$3,277,374,544$5,751,115,655

Showing 1 to 22 of 22 entries

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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 Data.

Reprints: For reprints of these rankings, please contact Laura Picariello.

*Methodology:InvestmentNews qualified 2,206 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2019. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2018, (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) not one who is an insurance company or agency.

Database last updated on June 5, 2019.

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