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
1Fisher Investments$2,240,430$96,031,566,281$0$96,031,566,281
2Brighton Jones$3,340,910$4,881,664,540$79,587,358$4,961,251,898
3Freestone Capital Management, LLC$560,853$3,610,493,845$627,307,840$4,237,801,685
4Cornerstone Advisors Inc$892,555$3,701,427,589$0$3,701,427,589
5Pacific Portfolio Consulting, LLC$12,893,461$815,561,533$2,833,287,983$3,648,849,516
6Columbia Pacific Wealth Management$4,649,437$2,210,427,331$1,290,599,043$3,501,026,374
7McCutchen Group$3,391,408$1,559,339,579$940,127,849$2,499,467,428
8Badgley Phelps Wealth Managers$1,598,117$2,300,787,662$189,079,047$2,489,866,709
9The Pacific Financial Group, Inc.$143,971$2,285,432,799$42,428,383$2,327,861,182
10Evergreen Capital Management LLC$1,334,456$2,172,329,466$124,269,522$2,296,598,988
11Laird Norton Wealth Management$1,267,464$1,564,986,113$229,743,510$1,794,729,623
13Barwick & Partners, Inc.$7,580,651$1,561,847,224$45,250,713$1,607,097,937
14Bristlecone Advisors LLC$1,664,497$1,191,779,900$0$1,191,779,900
15The Clarius Group, LLC$2,653,830$603,723,742$534,769,504$1,138,493,246
16Paracle Advisors$666,401$866,698,883$6,286,189$872,985,072
17Tradewinds Capital Management$219,053$743,683,225$0$743,683,225
18First Pacific Financial, Inc.$273,258$573,294,647$0$573,294,647
19Capital Planning LLC$247,519$438,577,392$117,845,751$556,423,143
20Highland Private Wealth Management$764,357$533,852,508$5,783,248$539,635,756
21Auxano Advisors$524,493$455,650,700$79,856,500$535,507,200
22Viridian Ria, LLC$289,269$499,171,000$9,942,000$509,113,000
23Leonard Rickey Investment Advisors, PLLC$240,988$457,737,833$22,310,838$480,048,671
24Fulcrum Capital, LLC$2,209,476$424,689,951$54,766,332$479,456,283
25NewFocus Financial Group$379,779$477,762,280$0$477,762,280
26Sweetwater Investments Inc$2,059,137$347,856,000$117,509,000$465,365,000
27Conlon Dart Wealth Management$1,725,674$464,206,285$0$464,206,285
28Strategic Wealth Management Inc$4,670,250$415,358,552$9,634,233$424,992,785
30Financial Plan, Inc.$233,532$405,178,653$0$405,178,653
31Hart Capital Management, Inc.$420,548$368,409,279$31,531,786$399,941,065
32Personal Investment Management Inc$409,903$396,786,201$0$396,786,201
33180 Wealth Advisors, LLC$211,457$236,095,498$157,425,074$393,520,572
34Avier Wealth Advisors$302,611$365,760,431$22,792,323$388,552,754
35James R. Martin Consulting, Inc$648,722$366,527,838$0$366,527,838
36Financial Insights Inc$562,812$330,515,440$1,543,460$332,058,900
37Columbia River Advisors$332,038$299,148,058$31,562,025$330,710,083
38Kutscher Benner Barsness & Stevens, Inc.$544,668$0$315,907,264$315,907,264
39Joslin Capital Advisors LLC$629,821$199,966,684$113,684,150$313,650,834
40Executive Wealth Group, LLC$1,389,593$312,658,400$0$312,658,400
41HBC Financial Services, PLLC$531,475$268,265,289$41,053,150$309,318,439
42Private Advisory Group LLC$334,756$307,744,800$1,570,000$309,314,800
43McIlrath & Eck, LLC$172,374$304,067,498$0$304,067,498
44Northern Capital Management, Inc.$169,887$297,561,292$1,100,024$298,661,316
45Quantum Financial Planning Services, Inc.$550,447$271,174,761$25,516,174$296,690,935
46Ten Capital Investment Advisors$273,933$261,496,974$29,693,747$291,190,721
47Harbour Investment Management LLC$614,839$285,285,321$0$285,285,321
48Robinswood Financial$282,696$278,942,362$3,188,614$282,130,976
49Conway Jarvis$1,207,792$279,000,000$0$279,000,000
50Trellis Advisors$280,559$254,038,821$4,917,020$258,955,841
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Showing 1 to 50 of 72 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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