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.$2,022,684$4,561,151,863$0$4,561,151,863
2Becker Capital Management, Inc.$3,354,238$3,508,533,410$0$3,508,533,410
3Vista Capital Partners, Inc.$630,385$1,101,913,356$0$1,101,913,356
4Confluence Wealth Management LLC$480,799$592,824,856$0$592,824,856
5Vision Capital Management Inc$452,782$507,115,816$0$507,115,816
6Sigma Investment Management Company$791,198$431,341,068$35,465,580$466,806,648
7Kingsview Asset Management, LLC$113,317$345,956,555$29,690,112$375,646,667
8Northwest Investment Counselors$440,633$332,400,000$1,600,000$334,000,000
9Peregrine Asset Advisers, Inc.$295,239$279,816,715$5,383,974$285,200,689
10Rain Capital Management$471,204$277,539,248$0$277,539,248
11Hines Warner Wealth Management$480,768$228,373,378$12,491,330$240,864,708
12Silver Oak Advisory Group$339,589$205,581,395$8,359,492$213,940,887
13Etesian Wealth Advisors$470,840$211,981,269$1,780,000$213,761,269
14IMS Capital Management$270,780$201,051,272$9,886,109$210,937,381
15MCS Family Wealth Advisors$838,539$192,025,455$0$192,025,455
16Beacon Rock Partners$876,608$175,516,301$8,571,278$184,087,579
17Ascent Capital Management$248,298$181,753,832$0$181,753,832
18Cairn Investment Group$278,779$132,633,354$40,767,298$173,400,652
19Cordant, Inc.$361,544$159,594,489$4,907,963$164,502,452
20VergePointe Wealth Management$1,022,908$160,010,693$3,654,581$163,665,274
21Stangier Wealth Management$150,047$161,000,000$0$161,000,000
22Sound Investment Management Inc$1,348,463$148,330,983$0$148,330,983
23Summa Global Advisors$1,112,308$101,532,077$41,955,591$143,487,668
24Schulmerich & Associates Asset Management$203,785$140,000,000$0$140,000,000
25Allium Financial Advisors, LLC$2,306,682$138,400,943$0$138,400,943
26Sheppard Wealth Management, LLC$1,089,267$126,244,275$1,200,000$127,444,275
27Koenig Investment Advisory, LLC$240,531$123,819,938$53,748$123,873,686
28Welch Investment Group, LLC$430,850$122,792,384$0$122,792,384
29Springwater Wealth Management, LLC$820,116$72,294,000$47,443,000$119,737,000
30Capstone Wealth Management Group$181,445$90,963,453$22,620,990$113,584,443
31Worldview Wealth Advisors$355,017$98,100,000$4,500,000$102,600,000

Showing 1 to 31 of 31 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 1,937 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of November 1, 2017. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2016, (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) nor one who is an insurance company or agency.

Database last updated on December 11, 2017.


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