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$1,090,233$71,789,691,574$0$71,789,691,574
2Brighton Jones$3,059,421$3,864,523,642$69,892,185$3,934,415,827
3Freestone Capital Management, LLC$559,698$3,221,195,155$657,514,983$3,878,710,138
4Threshold Group, LLC$2,402,139$1,479,824,361$1,883,169,895$3,362,994,256
5Cornerstone Advisors Inc$804,503$3,331,448,195$0$3,331,448,195
6Pacific Portfolio Consulting, LLC$12,167,492$669,927,085$2,481,453,254$3,151,380,339
7Columbia Pacific Capital Management$4,005,267$1,901,471,000$1,138,527,000$3,039,998,000
8McCutchen Group$3,671,012$1,374,217,318$887,126,299$2,261,343,617
9Badgley Phelps Wealth Managers$1,404,279$1,907,192,499$303,142,141$2,210,334,640
10The Pacific Financial Group, Inc.$137,554$1,999,343,648$57,914,294$2,057,257,942
12Laird Norton Wealth Management$1,124,739$1,335,777,141$181,496,338$1,517,273,479
13Barwick & Partners, Inc.$4,649,195$1,334,305,328$37,207,051$1,371,512,379
14Bristlecone Advisors LLC$1,701,887$1,094,313,050$0$1,094,313,050
15Sweetwater Investments Inc$5,802,826$557,849,226$498,265,149$1,056,114,375
16Huntington Steele$1,696,780$738,099,423$0$738,099,423
17The Clarius Group, LLC$1,846,673$464,739,067$249,923,374$714,662,441
18Paracle Advisors$483,068$672,972,456$3,322,145$676,294,601
19Tradewinds Capital Management$193,340$630,289,872$0$630,289,872
20Highland Private Wealth Management$697,045$441,487,912$31,108,371$472,596,283
21Fulcrum Capital, LLC$1,923,299$400,115,590$49,936,376$450,051,966
22Auxano Advisors$448,331$373,425,000$61,456,000$434,881,000
23Capital Planning LLC$203,430$337,102,499$70,570,320$407,672,819
24Conlon Dart Wealth Management$1,420,112$388,819,836$15,912,148$404,731,984
25Strategic Wealth Management Inc$4,198,374$377,611,407$4,440,668$382,052,075
26Leonard Rickey Investment Advisors, PLLC$215,372$365,635,627$10,404,342$376,039,969
27NewFocus Financial Group$291,634$368,333,974$0$368,333,974
28Personal Investment Management Inc$369,391$364,219,513$0$364,219,513
29Hart Capital Management, Inc.$378,694$311,570,803$26,981,968$338,552,771
30Financial Plan, Inc.$195,736$316,114,206$0$316,114,206
31Avier Wealth Advisors$271,468$293,946,954$14,983,450$308,930,404
33James R. Martin Consulting, Inc$592,552$305,164,330$0$305,164,330
34Joslin Capital Advisors LLC$1,617,381$183,685,260$107,443,328$291,128,588
35Kutscher Benner Barsness & Stevens, Inc.$1,291,874$243,435,000$43,361,000$286,796,000
36Private Advisory Group LLC$299,605$278,831,529$400,000$279,231,529
37Financial Insights Inc$267,876$267,076,713$1,870,905$268,947,618
38HBC Financial Services, PLLC$471,219$241,054,552$19,529,583$260,584,135
39Northern Capital Management, Inc.$145,109$258,086,258$2,094,948$260,181,206
40Harbour Investment Management LLC$544,241$252,527,847$0$252,527,847
41Robinswood Financial$244,829$249,141,265$2,787,930$251,929,195
42Conway Jarvis$1,075,893$241,000,000$0$241,000,000
43Ten Capital Investment Advisors$273,114$174,095,575$59,416,544$233,512,119
44McIlrath & Eck, LLC$154,894$230,947,286$0$230,947,286
45Trellis Advisors$252,652$206,991,317$12,057,932$219,049,249
46Soundview Advisors$236,155$207,108,040$0$207,108,040
47Bellevue Asset Management$244,935$78,931,099$116,036,977$194,968,076
48Ramsey & Associates Inc$546,275$51,946,106$140,342,575$192,288,681
49Sovereign Wealth Advisors, Inc.$748,063$168,041,749$12,989,495$181,031,244
50Dental Wealth Advisors, LLC$288,286$175,854,371$0$175,854,371
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Showing 1 to 50 of 65 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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