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$1,180,122$60,756,197,025$0$60,756,197,025
2Cornerstone Advisors Inc$950,439$3,368,357,425$0$3,368,357,425
3Freestone Capital Management$2,432,075$2,886,483,059$75,783,806$2,962,266,865
4Pacific Portfolio Consulting, LLC$12,475,340$595,099,035$2,361,556,542$2,956,655,577
5Threshold Group$1,596,907$946,848,756$1,997,847,727$2,944,696,483
6Brighton Jones$3,014,221$2,816,345,268$80,321,203$2,896,666,471
7Badgley Phelps Investment Managers$1,510,631$1,683,997,571$373,481,424$2,057,478,995
8McCutchen Group$3,944,829$1,079,304,655$818,158,112$1,897,462,767
9Laird Norton Wealth Management$1,267,547$1,498,142,000$134,458,000$1,632,600,000
10Filament$3,820,152$817,976,944$606,939,838$1,424,916,782
11Sweetwater Investments Inc$7,870,874$456,025,456$842,668,697$1,298,694,153
12Bristlecone Advisors LLC$1,824,825$1,259,129,213$0$1,259,129,213
13The Pacific Financial Group, Inc.$123,513$1,108,290,571$15,920,893$1,124,211,464
14Empirical Wealth Management$318,354$921,497,568$20,511,557$942,009,125
15Huntington Steele$1,913,753$665,986,169$0$665,986,169
16Paracle Advisors$441,082$588,396,915$3,534,740$591,931,655
17Columbia Pacific Capital Management$3,668,524$539,637,740$6,972,285$546,610,025
18Garde Capital, Inc.$1,670,299$477,550,000$63,627,000$541,177,000
19Tradewinds Capital Management$208,175$507,530,175$0$507,530,175
20Highland Private Wealth Management$723,079$408,936,809$30,695,256$439,632,065
21Auxano Advisors$463,462$329,898,000$66,362,000$396,260,000
22Capital Planning LLC$200,424$324,266,847$57,339,972$381,606,819
23Strategic Wealth Management Inc$3,226,112$361,342,333$3,208,292$364,550,625
24Conlon & Dart$1,423,413$343,042,612$0$343,042,612
25Elite Wealth Management, Inc.$506,154$329,000,000$0$329,000,000
26James R. Martin Consulting, Inc$732,295$325,871,395$0$325,871,395
27Robinswood Financial$235,663$315,154,435$4,169,279$319,323,714
28Kutscher Rhodes & Benner, Inc.$1,420,488$257,500,000$33,700,000$291,200,000
29Hart Capital Management, Inc.$641,355$274,613,215$15,920,758$290,533,973
30NewFocus Financial Group$243,526$283,463,950$0$283,463,950
31Avier Wealth Advisors$283,029$278,379,065$4,933,104$283,312,169
32Conway Jarvis$1,100,437$252,000,000$0$252,000,000
33Financial Plan, Inc.$180,880$225,693,480$44,768$225,738,248
34Evergreen Asset Management$464,608$217,453,233$4,164,560$221,617,793
35Bellevue Asset Management$426,019$60,985,000$159,266,682$220,251,682
36HBC Financial Services, PLLC$413,621$199,383,169$14,045,171$213,428,340
37Ramsey & Associates Inc$558,682$49,999,570$147,773,770$197,773,340
38Soundview Advisors$230,253$195,024,709$0$195,024,709
39Vestory$202,482$172,514,998$0$172,514,998
40Trellis Advisors$260,802$162,858,011$9,531,851$172,389,862
41Harvest Capital Advisors Inc.$243,143$166,758,180$2,955,406$169,713,586
42S.R. Schill & Associates Inc.$326,726$164,016,708$1,633,501$165,650,209
43Sovereign Wealth Advisors, Inc.$680,749$151,424,012$13,317,180$164,741,192
44Ten Capital Investment Advisors$217,381$142,230,000$20,806,000$163,036,000
45Columbia River Advisors$147,770$143,100,000$15,900,000$159,000,000
46Miller Advisors, Inc.$406,274$143,527,362$10,450,463$153,977,825
47McIlrath & Eck$131,595$152,650,000$0$152,650,000
48Madrona Financial Services, LLC$162,237$137,395,000$10,078,806$147,473,806
49ULT Wealth Advisors$647,273$72,400,000$70,000,000$142,400,000
50Dental Wealth Advisors, LLC$248,342$141,306,356$0$141,306,356
Next Page »

Showing 1 to 50 of 59 entries

Page 1 | 2

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 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, 2014. (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.