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.$1,837,674$4,211,948,942$0$4,211,948,942
2Becker Capital Management, Inc.$3,487,815$3,250,643,724$0$3,250,643,724
3Vista Capital Partners, Inc.$595,724$861,417,275$0$861,417,275
4Confluence Wealth Management$469,038$563,670,751$1,519,724$565,190,475
5Sigma Investment Management Company$735,242$503,584,323$10,350,143$513,934,466
6Harfst and Associates, Inc.$329,558$299,405,951$28,174,982$327,580,933
7Peregrine Asset Advisers, Inc.$300,871$284,891,510$5,749,425$290,640,935
8Northwest Investment Counselors$430,066$258,900,000$1,720,000$260,620,000
9Rain Capital Management$606,221$257,643,923$0$257,643,923
10Etesian Wealth Advisors$683,141$227,495,675$4,772,229$232,267,904
11Sustainable Wealth Management LLC$727,751$182,693,043$8,705,422$191,398,465
12MCS Family Wealth Advisors$664,342$188,008,917$0$188,008,917
13Silver Oak Advisory Group$369,781$164,658,645$9,878,179$174,536,824
14Hines Warner Wealth Management$420,474$160,160,608$13,915,422$174,076,030
15IMS Capital Management$201,415$171,379,429$2,240,478$173,619,907
16Cairn Investment Group$299,093$111,914,822$60,063,594$171,978,416
17Beacon Rock Partners$232,841$156,282,571$9,966,149$166,248,720
18Ascent Capital Management$197,889$150,000,000$0$150,000,000
19Cordant, Inc.$386,424$129,021,660$4,681,038$133,702,698
20Sound Investment Management Inc$1,253,692$0$129,130,241$129,130,241
21VergePointe Wealth Management$781,680$104,624,484$17,317,552$121,942,036
22Springwater Wealth Management, LLC$666,480$67,600,000$51,700,000$119,300,000
23Summa Global Advisors$853,161$99,940,221$6,704,870$106,645,091
24Allen Capital Management$608,255$100,362,000$0$100,362,000
25Capstone Wealth Management Group$424,869$85,329,321$14,939,870$100,269,191

Showing 1 to 25 of 25 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 over 1,600 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2015. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2015, (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 June 11, 2015.