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
1Ferguson Wellman Capital Management, Inc.$1,930,412$5,152,269,992$0$5,152,269,992
2Becker Capital Management, Inc.$3,771,233$4,238,865,579$0$4,238,865,579
3Vista Capital Partners, Inc.$718,292$1,365,473,010$0$1,365,473,010
4Kingsview Asset Management, LLC$189,093$753,437,584$47,939,030$801,376,614
5Confluence Wealth Management LLC$471,112$674,992,973$3,879,602$678,872,575
6The H Group, Inc.$303,117$635,635,683$0$635,635,683
7Cable Hill Partners, LLC$387,699$548,517,000$68,700,000$617,217,000
8Vision Capital Management Inc$529,462$583,467,000$0$583,467,000
9Tru Independence Asset Management, LLC$949,334$490,668,715$4,883,683$495,552,398
10Sigma Investment Management Company$839,308$488,477,368$0$488,477,368
11JGP Wealth Management, LLC$312,727$412,000,000$18,000,000$430,000,000
12Harfst And Associates, Inc.$383,778$382,547,603$31,548,887$414,096,490
13Northwest Investment Counselors$499,269$395,067,000$1,852,000$396,919,000
14Rain Capital Management$545,021$329,192,559$0$329,192,559
15Peregrine Asset Advisers, Inc.$334,314$323,823,495$3,136,000$326,959,495
16Hines Warner Wealth Management$551,726$279,742,366$16,534,457$296,276,823
17IMS Capital Management$665,769$277,650,065$5,967,324$283,617,389
18Silver Oak Advisory Group$388,858$233,130,307$8,739,637$241,869,944
19Etesian Wealth Advisors$554,378$230,999,504$1,284,991$232,284,495
20Beacon Rock Partners$292,641$188,637,776$10,650,458$199,288,234
21Cairn Investment Group$288,899$163,976,852$29,874,550$193,851,402
22Ascent Capital Management$245,529$190,776,026$0$190,776,026
23Allium Financial Advisors, LLC$773,517$170,801,550$19,483,573$190,285,123
24MCS Family Wealth Advisors$836,178$185,631,504$0$185,631,504
25Cordant, Inc.$381,771$180,577,890$0$180,577,890
26Stangier Wealth Management$159,730$175,224,000$0$175,224,000
27True North Retirement Advisors, LLC$232,090$174,067,283$0$174,067,283
28VergePointe Wealth Management$1,030,158$168,703,804$4,362,685$173,066,489
29Sheppard Wealth Management, LLC$1,329,387$166,832,113$2,000,000$168,832,113
30Summa Global Advisors$502,658$114,708,324$50,163,455$164,871,779
31Springwater Wealth Management, LLC$1,118,872$106,642,100$43,286,800$149,928,900
32Sound Investment Management Inc$1,541,372$0$149,513,060$149,513,060
33Koenig Investment Advisory, LLC$261,344$136,160,000$0$136,160,000
34Capstone Wealth Management Group$486,953$107,800,622$26,111,526$133,912,148
35Schulmerich & Associates Asset Management$187,050$130,000,000$0$130,000,000
36Welch Investment Group, LLC$210,744$128,553,934$0$128,553,934
37Worldview Wealth Advisors$1,044,915$120,000,000$3,300,000$123,300,000
38Tenbridge Partners LLC$135,147$107,441,946$0$107,441,946
39Allen Capital Management, LLC$575,543$105,900,000$0$105,900,000

Showing 1 to 39 of 39 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 2,172 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2018. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2017, (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 11, 2018.


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