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
1Bridges Investment Management Inc$2,563,716$4,124,617,631$110,641,357$4,235,258,988
2Lutz Financial$611,305$852,760,081$110,656,632$963,416,713
3Allen Capital Group, LLC$110,970$510,240,808$510,240,808
4Cambridge Advisors Inc$533,283$380,193,621$25,101,137$405,294,758
5Lawson Kroeker Investment Management Inc$1,500,993$360,238,200$360,238,200
6America First Investment Advisors Llc$564,939$348,002,581$348,002,581
7Karstens Investment Counsel, Inc.$226,762$170,643,311$68,817,455$239,460,766
8Oldfather Financial Services Llc$592,882$188,552,398$7,691,633$196,244,031
9Arkfeld Wealth Strategies, L.L.C.$197,114$146,810,666$44,981,162$191,791,828
10Flagstone Financial Management, Llc$225,108$144,969,846$144,969,846
11Professional Financial Advisors, Llc$92,750$139,621,904$3,955,290$143,577,194
12Callahan Financial Planning Company$230,712$142,130,591$1,141,283$143,271,874
13True Measure Wealth Management$471,800$141,068,162$141,068,162
14Bazis & Young Investment Group Llc$274,641$114,410,040$13,297,916$127,707,956
15R2 Wealth Management Partners$137,669$116,110,754$10,682,740$126,793,494

Showing 1 to 15 of 15 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.