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 | BPS CAPITAL MANAGEMENT, INC. | $67,238,897 | — | $5,379,111,786 | $5,379,111,786 |
| 2 | MERISTEM FAMILY WEALTH | $7,063,183 | $3,190,628,752 | $2,233,895,593 | $5,424,524,345 |
| 3 | FIDUCIARY COUNSELLING INC | $6,939,101 | $4,252,397,029 | $7,183,240,696 | $11,435,637,725 |
| 4 | SOMERSET GROUP LLC | $3,233,362 | $174,581,733 | $19,827 | $174,601,560 |
| 5 | NAVPOINT FINANCIAL, INC. | $2,656,880 | $597,048,882 | $22,004,085 | $619,052,967 |
| 6 | PERCEPTIVE EDGE INVESTMENT MANAGEMENT, INC. | $2,304,125 | $204,191,792 | $217,462,997 | $421,654,789 |
| 7 | ENVOI LLC | $2,218,486 | $3,121,409,851 | — | $3,121,409,851 |
| 8 | PRAIRIEVIEW PARTNERS, LLC | $2,218,483 | $885,138,568 | $6,691,397 | $891,829,965 |
| 9 | WHITE OAKS WEALTH ADVISORS, INC. | $2,055,423 | $503,578,561 | — | $503,578,561 |
| 10 | PALISADE ASSET MANAGEMENT, LLC | $1,894,436 | $1,092,322,974 | $82,227,561 | $1,174,550,535 |
| 11 | MARQUETTE WEALTH MANAGEMENT | $1,553,623 | $810,991,000 | — | $810,991,000 |
| 12 | COMPASS CAPITAL MANAGEMENT INC | $1,513,174 | $2,040,443,243 | $44,710,820 | $2,085,154,063 |
| 13 | KEYSTONE WEALTH ADVISORS, INCORPORATED | $1,429,443 | — | $100,061,000 | $100,061,000 |
| 14 | GS INVESTMENT INC | $1,407,583 | $237,770,304 | $7,149,105 | $244,919,409 |
| 15 | ULLAND INVESTMENT ADVISORS, LLC | $1,279,043 | $626,880,972 | $10,082,673 | $636,963,645 |
| 16 | PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | $1,072,980 | $2,075,143,444 | — | $2,075,143,444 |
| 17 | GEN FINANCIAL MANAGEMENT INC. | $1,023,116 | $419,333,000 | $38,000,000 | $457,333,000 |
| 18 | WAYPOINT CAPITAL ADVISORS, LLC | $988,289 | $527,123,649 | $622,662 | $527,746,311 |
| 19 | EPIQ PARTNERS, LLC | $969,367 | $304,674,510 | $16,185,843 | $320,860,353 |
| 20 | SILVEROAK WEALTH MANAGEMENT LLC | $834,158 | $1,243,585,552 | $75,217,705 | $1,318,803,257 |
| 21 | DUNNAVAN & CO. | $783,634 | $426,296,663 | — | $426,296,663 |
| 22 | CHOREO, LLC | $768,898 | $7,828,268,908 | $2,149,719,730 | $9,977,988,638 |
| 23 | ACCREDITED INVESTORS WEALTH MANAGEMENT | $766,137 | $3,211,281,497 | $171,979,114 | $3,383,260,611 |
| 24 | BGM WEALTH PARTNERS | $691,010 | $479,859,106 | $3,847,694 | $483,706,800 |
| 25 | NICOLLET INVESTMENT MANAGEMENT, INC. | $646,260 | $447,211,747 | — | $447,211,747 |
| 26 | ALLODIUM INVESTMENT CONSULTANTS, LLC | $619,257 | $374,650,372 | — | $374,650,372 |
| 27 | ENSPYRE WEALTH ADVISORS, INC. | $563,308 | $157,726,332 | — | $157,726,332 |
| 28 | NORTHROCK PARTNERS, LLC | $532,694 | $3,942,287,950 | $245,749,385 | $4,188,037,335 |
| 29 | ABBEY STREET | $518,906 | $207,562,522 | — | $207,562,522 |
| 30 | ALL TERRAIN FINANCIAL ADVISORS | $507,602 | $255,635,947 | $10,347,667 | $265,983,614 |
| 31 | TRUNORTH WEALTH PARTNERS | $502,953 | $504,694,800 | $13,849,910 | $518,544,710 |
| 32 | TOTAL WEALTH ADVISORS, LLC | $500,468 | $171,660,636 | — | $171,660,636 |
| 33 | BOND & DEVICK WEALTH PARTNERS | $496,038 | $545,522,935 | $6,071,798 | $551,594,733 |
| 34 | MARKS GROUP WEALTH MANAGEMENT, INC. | $482,254 | $1,405,831,251 | $215,506,949 | $1,621,338,200 |
| 35 | CAISSA WEALTH STRATEGIES | $480,899 | $236,417,921 | $2,588,760 | $239,006,681 |
| 36 | MODUS ADVISORS, LLC | $460,999 | $386,191,573 | $12,111,974 | $398,303,547 |
| 37 | HIGH NOTE WEALTH, LLC | $442,107 | $433,933,998 | $214,749 | $434,148,747 |
| 38 | LAUREL WEALTH PLANNING | $437,627 | $329,277,851 | $12,508,683 | $341,786,534 |
| 39 | TEALWOOD ASSET MANAGEMENT | $434,752 | $364,054,288 | $267,470 | $364,321,758 |
| 40 | EXCELSIOR INVESTORS | $428,389 | $162,116,131 | $13,523,238 | $175,639,369 |
| 41 | ECHO WEALTH MANAGEMENT, LLC | $424,072 | $157,237,705 | $4,757,708 | $161,995,413 |
| 42 | JNBA FINANCIAL ADVISORS, LLC | $408,495 | $1,464,111,697 | $1,978,515 | $1,466,090,212 |
| 43 | BIRCHWOOD FINANCIAL PARTNERS, INC. | $397,421 | $561,947,001 | $21,863,997 | $583,810,998 |
| 44 | QUANTITATIVE ADVANTAGE, LLC | $395,838 | $798,801,364 | — | $798,801,364 |
| 45 | HERITAGE WEALTH ARCHITECTS, INC. | $379,612 | $167,561,997 | $43,502,047 | $211,064,044 |
| 46 | ALL STAR FINANCIAL INC | $373,289 | $643,620,730 | $9,262,534 | $652,883,264 |
| 47 | JOSH ARNOLD INVESTMENT CONSULTANT, LLC | $371,525 | $132,263,000 | — | $132,263,000 |
| 48 | CORDIS FINANCIAL, LLC | $339,842 | $164,143,690 | — | $164,143,690 |
| 49 | GREAT RIVER FINANCIAL | $338,808 | $108,290,774 | $6,226,345 | $114,517,119 |
| 50 | ROSSJOHNSON & ASSOCIATES, LLC | $336,658 | $133,989,797 | — | $133,989,797 |
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.
