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$1,128,654$65,441,619,574$0$65,441,619,574
2Brighton Jones$2,912,043$3,219,373,248$77,058,921$3,296,432,169
3Freestone Capital Management, LLC$2,027,296$2,804,838,156$469,244,594$3,274,082,750
4Cornerstone Advisors Inc$812,387$3,121,190,307$0$3,121,190,307
5Threshold Group$1,917,213$1,171,900,036$1,657,906,335$2,829,806,371
6Pacific Portfolio Consulting, LLC$10,955,429$617,405,237$2,132,407,507$2,749,812,744
7McCutchen Group$3,752,408$1,208,765,000$840,050,000$2,048,815,000
8Columbia Pacific Capital Management$3,395,294$915,000,000$1,105,200,000$2,020,200,000
9Badgley Phelps Investment Managers$1,341,817$1,758,177,321$253,206,850$2,011,384,171
10Laird Norton Wealth Management$1,108,338$1,335,117,883$131,212,821$1,466,330,704
11The Pacific Financial Group, Inc.$124,642$1,366,491,993$53,928,174$1,420,420,167
12Filament$3,643,701$814,229,662$595,882,808$1,410,112,470
13Barwick & Partners, Inc.$4,298,765$1,267,563,663$30,663,272$1,298,226,935
14Sweetwater Investments Inc$4,612,360$395,790,765$678,889,146$1,074,679,911
15Bristlecone Advisors LLC$4,247,663$993,953,189$0$993,953,189
16The Rainier Group, Inc.$735,145$717,769,221$56,338,499$774,107,720
17Huntington Steele$1,636,364$670,909,065$0$670,909,065
18The Clarius Group, LLC$1,875,415$403,737,410$222,651,329$626,388,739
19Paracle Advisors$440,483$620,831,806$3,332,222$624,164,028
20Tradewinds Capital Management$194,912$551,407,090$0$551,407,090
21Highland Private Wealth Management$699,552$419,275,827$31,935,278$451,211,105
22Auxano Advisors$444,209$338,400,000$60,500,000$398,900,000
23Columbia River Advisors$273,896$373,387,000$4,316,000$377,703,000
24Strategic Wealth Management Inc$3,797,661$371,975,383$3,993,083$375,968,466
25Capital Planning LLC$190,285$313,742,262$51,414,438$365,156,700
26Conlon & Dart$1,480,413$362,701,127$0$362,701,127
27Personal Investment Management Inc$354,499$359,816,155$0$359,816,155
28Leonard Rickey Investment Advisors, PLLC$219,920$323,000,000$6,000,000$329,000,000
29Private Advisory Group LLC$254,034$326,942,277$0$326,942,277
30James R. Martin Consulting, Inc$658,652$318,787,386$0$318,787,386
31NewFocus Financial Group$285,666$303,662,531$0$303,662,531
32Hart Capital Management, Inc.$703,324$277,528,339$17,164,493$294,692,832
33Elite Wealth Management, Inc.$960,656$275,000,000$18,000,000$293,000,000
34Kutscher Rhodes & Benner, Inc.$1,432,903$241,777,000$37,639,000$279,416,000
35Avier Wealth Advisors$262,604$267,500,242$6,658,752$274,158,994
36Financial Plan, Inc.$169,722$254,718,915$33,648$254,752,563
37Northern Capital Management, Inc.$148,971$247,566,034$1,066,893$248,632,927
38Financial Insights Inc$248,443$244,911,107$1,792,828$246,703,935
39HBC Financial Services, PLLC$443,226$216,246,641$14,674,293$230,920,934
40Fulcrum Capital, LLC$1,475,483$190,586,349$39,588,985$230,175,334
41Conway Jarvis$1,036,199$229,000,000$0$229,000,000
42Robinswood Financial$218,800$226,177,490$2,687,625$228,865,115
43Vestory$183,243$220,074,815$0$220,074,815
44Soundview Advisors$215,488$191,137,954$0$191,137,954
45Ramsey & Associates Inc$501,560$51,586,375$137,501,650$189,088,025
46Bellevue Asset Management$234,215$74,087,129$109,069,256$183,156,385
47Trellis Advisors$242,784$171,642,931$10,930,617$182,573,548
48Ten Capital Investment Advisors$175,872$135,100,000$46,400,000$181,500,000
49Sovereign Wealth Advisors, Inc.$295,146$149,715,048$12,024,980$161,740,028
50Harvest Capital Advisors Inc.$236,326$0$157,156,773$157,156,773
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Showing 1 to 50 of 64 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 1,778 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of November 1, 2016. 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) not one who is an insurance company or agency.

Database last updated on December 5, 2016.