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.$1,601,379$3,241,190,849$0$3,241,190,849
2Becker Capital Management Inc.$2,961,244$2,413,414,107$0$2,413,414,107
3Vista Capital Partners Inc.$487,330$586,257,639$0$586,257,639
4Confluence Wealth Management$352,521$357,055,264$81,128,079$438,183,343
5Harfst and Associates Inc.$239,996$258,014,371$25,901,206$283,915,577
6Peregrine Asset Advisers Inc.$747,904$230,747,537$6,338,073$237,085,610
7Chinook Capital Management$939,365$221,060,717$7,204,933$228,265,650
8Northwest Investment Counselors$370,577$209,598,357$1,260,119$210,858,476
9MCS Family Wealth Advisors$592,135$167,574,342$0$167,574,342
10IMS Capital Management$151,145$145,633,099$2,639,843$148,272,942
11Cairn Investment Group$289,256$75,000,000$65,000,000$140,000,000
12Silver Oak Advisory Group$312,751$0$131,355,350$131,355,350
13Ascent Capital Management$179,538$117,000,000$3,470,000$120,470,000
14Beacon Rock Partners$394,235$110,876,831$5,422,516$116,299,347
15Summa Global Advisors$356,250$102,000,000$12,000,000$114,000,000
16Allen Capital Management$672,930$108,341,799$0$108,341,799
17Hines & Warner Wealth Management$283,641$97,000,000$10,500,000$107,500,000
18Vergepointe Wealth Management$562,090$66,073,500$35,102,750$101,176,250
19Sound Investment Management Inc.$1,129,895$0$100,560,678$100,560,678

Showing 1 to 19 of 19 entries

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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 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1. To qualify, firms must have met the following criteria: (1) Latest ADV filing date is either on or after Jan. 1, 2012. (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 regulatory assets under management is attributable to pooled investment vehicles (other than investment companies). (6) No more than 25% of regulatory assets under management is attributable to pension and profit-sharing plans (but not the plan participants). (7) No more than 25% 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.