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 | MD FINANCIAL / VESTMENT FINANCIAL | $62,276 | $152,390,327 | — | $152,390,327 |
| 2 | KURE ADVISORY, LLC | $161,981 | $275,367,057 | — | $275,367,057 |
| 3 | MJT & ASSOCIATES FINANCIAL ADVISORY GROUP, INC. | $166,040 | $138,185,843 | $4,276,276 | $142,462,119 |
| 4 | MICHAEL TRAXLER WEALTH MANAGEMENT, LLC | $169,852 | $128,748,000 | — | $128,748,000 |
| 5 | PINE GROVE FINANCIAL GROUP | $203,711 | $626,206,273 | — | $626,206,273 |
| 6 | MINDFUL ASSET PLANNING | $214,153 | — | $368,342,616 | $368,342,616 |
| 7 | PITZL FINANCIAL | $218,856 | $278,384,301 | — | $278,384,301 |
| 8 | WINTER & ASSOCIATES, INC. | $233,773 | $98,784,760 | $2,672,723 | $101,457,483 |
| 9 | THE WEALTH GROUP - AUSTIN B. COLBY & ASSOCIATES | $235,006 | $417,300,000 | $4,300,000 | $421,600,000 |
| 10 | CTB FINANCIAL SERVICES, LTD. | $239,727 | $251,233,943 | — | $251,233,943 |
| 11 | KOWALSKI FINANCIAL INC. | $240,385 | $150,000,000 | — | $150,000,000 |
| 12 | PHILLIP JAMES FINANCIAL CO. | $244,422 | $151,053,028 | — | $151,053,028 |
| 13 | LOGAN PARK WEALTH MANAGEMENT | $246,121 | $260,641,850 | — | $260,641,850 |
| 14 | FFP WEALTH MANAGEMENT, LLC | $248,610 | $184,877,031 | $5,060,903 | $189,937,934 |
| 15 | FURE FINANCIAL CORPORATION | $263,356 | $275,997,269 | — | $275,997,269 |
| 16 | SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC | $272,742 | $461,504,590 | $14,430,187 | $475,934,777 |
| 17 | FORTRESS FINANCIAL GROUP, LLC | $281,363 | $130,091,782 | $17,060,909 | $147,152,691 |
| 18 | BROWN WEALTH MANAGEMENT, LLC | $296,638 | $140,869,000 | $22,282,000 | $163,151,000 |
| 19 | QUARRY HILL ADVISORS | $299,567 | $174,930,218 | $19,189,057 | $194,119,275 |
| 20 | NORTHLAND CAPITAL MANAGEMENT | $303,160 | $151,883,044 | — | $151,883,044 |
| 21 | CAHILL FINANCIAL ADVISORS, INC. | $313,554 | $995,069,425 | $205,528,293 | $1,200,597,718 |
| 22 | CORNERSTONE WEALTH ADVISORS, INC. | $333,388 | $419,376,648 | $35,364,613 | $454,741,261 |
| 23 | ROSSJOHNSON & ASSOCIATES, LLC | $336,658 | $133,989,797 | — | $133,989,797 |
| 24 | GREAT RIVER FINANCIAL | $338,808 | $108,290,774 | $6,226,345 | $114,517,119 |
| 25 | CORDIS FINANCIAL, LLC | $339,842 | $164,143,690 | — | $164,143,690 |
| 26 | JOSH ARNOLD INVESTMENT CONSULTANT, LLC | $371,525 | $132,263,000 | — | $132,263,000 |
| 27 | ALL STAR FINANCIAL INC | $373,289 | $643,620,730 | $9,262,534 | $652,883,264 |
| 28 | HERITAGE WEALTH ARCHITECTS, INC. | $379,612 | $167,561,997 | $43,502,047 | $211,064,044 |
| 29 | QUANTITATIVE ADVANTAGE, LLC | $395,838 | $798,801,364 | — | $798,801,364 |
| 30 | BIRCHWOOD FINANCIAL PARTNERS, INC. | $397,421 | $561,947,001 | $21,863,997 | $583,810,998 |
| 31 | JNBA FINANCIAL ADVISORS, LLC | $408,495 | $1,464,111,697 | $1,978,515 | $1,466,090,212 |
| 32 | ECHO WEALTH MANAGEMENT, LLC | $424,072 | $157,237,705 | $4,757,708 | $161,995,413 |
| 33 | EXCELSIOR INVESTORS | $428,389 | $162,116,131 | $13,523,238 | $175,639,369 |
| 34 | TEALWOOD ASSET MANAGEMENT | $434,752 | $364,054,288 | $267,470 | $364,321,758 |
| 35 | LAUREL WEALTH PLANNING | $437,627 | $329,277,851 | $12,508,683 | $341,786,534 |
| 36 | HIGH NOTE WEALTH, LLC | $442,107 | $433,933,998 | $214,749 | $434,148,747 |
| 37 | MODUS ADVISORS, LLC | $460,999 | $386,191,573 | $12,111,974 | $398,303,547 |
| 38 | CAISSA WEALTH STRATEGIES | $480,899 | $236,417,921 | $2,588,760 | $239,006,681 |
| 39 | MARKS GROUP WEALTH MANAGEMENT, INC. | $482,254 | $1,405,831,251 | $215,506,949 | $1,621,338,200 |
| 40 | BOND & DEVICK WEALTH PARTNERS | $496,038 | $545,522,935 | $6,071,798 | $551,594,733 |
| 41 | TOTAL WEALTH ADVISORS, LLC | $500,468 | $171,660,636 | — | $171,660,636 |
| 42 | TRUNORTH WEALTH PARTNERS | $502,953 | $504,694,800 | $13,849,910 | $518,544,710 |
| 43 | ALL TERRAIN FINANCIAL ADVISORS | $507,602 | $255,635,947 | $10,347,667 | $265,983,614 |
| 44 | ABBEY STREET | $518,906 | $207,562,522 | — | $207,562,522 |
| 45 | NORTHROCK PARTNERS, LLC | $532,694 | $3,942,287,950 | $245,749,385 | $4,188,037,335 |
| 46 | ENSPYRE WEALTH ADVISORS, INC. | $563,308 | $157,726,332 | — | $157,726,332 |
| 47 | ALLODIUM INVESTMENT CONSULTANTS, LLC | $619,257 | $374,650,372 | — | $374,650,372 |
| 48 | NICOLLET INVESTMENT MANAGEMENT, INC. | $646,260 | $447,211,747 | — | $447,211,747 |
| 49 | BGM WEALTH PARTNERS | $691,010 | $479,859,106 | $3,847,694 | $483,706,800 |
| 50 | ACCREDITED INVESTORS WEALTH MANAGEMENT | $766,137 | $3,211,281,497 | $171,979,114 | $3,383,260,611 |
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.
