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
3Cornerstone Advisors Inc$812,387$3,121,190,307$0$3,121,190,307
4Threshold Group$1,917,213$1,171,900,036$1,657,906,335$2,829,806,371
5Pacific Portfolio Consulting, LLC$10,955,429$617,405,237$2,132,407,507$2,749,812,744
6McCutchen Group$3,752,408$1,208,765,000$840,050,000$2,048,815,000
7Columbia Pacific Capital Management$3,395,294$915,000,000$1,105,200,000$2,020,200,000
8Badgley Phelps Investment Managers$1,341,817$1,758,177,321$253,206,850$2,011,384,171
9Laird Norton Wealth Management$1,108,338$1,335,117,883$131,212,821$1,466,330,704
10The Pacific Financial Group, Inc.$124,642$1,366,491,993$53,928,174$1,420,420,167
11Filament$3,643,701$814,229,662$595,882,808$1,410,112,470
12Barwick & Partners, Inc.$4,298,765$1,267,563,663$30,663,272$1,298,226,935
13Sweetwater Investments Inc$4,612,360$395,790,765$678,889,146$1,074,679,911
14Bristlecone Advisors LLC$4,247,663$993,953,189$0$993,953,189
15The Rainier Group, Inc.$735,145$717,769,221$56,338,499$774,107,720
16Huntington Steele$1,636,364$670,909,065$0$670,909,065
17The Clarius Group, LLC$1,875,415$403,737,410$222,651,329$626,388,739
18Paracle Advisors$440,483$620,831,806$3,332,222$624,164,028
19Tradewinds Capital Management$194,912$551,407,090$0$551,407,090
20Highland Private Wealth Management$699,552$419,275,827$31,935,278$451,211,105
21Auxano Advisors$444,209$338,400,000$60,500,000$398,900,000
22Columbia River Advisors$273,896$373,387,000$4,316,000$377,703,000
23Strategic Wealth Management Inc$3,797,661$371,975,383$3,993,083$375,968,466
24Capital Planning LLC$190,285$313,742,262$51,414,438$365,156,700
25Conlon & Dart$1,480,413$362,701,127$0$362,701,127
26Personal Investment Management Inc$354,499$359,816,155$0$359,816,155
27James R. Martin Consulting, Inc$658,652$318,787,386$0$318,787,386
28NewFocus Financial Group$285,666$303,662,531$0$303,662,531
29Hart Capital Management, Inc.$703,324$277,528,339$17,164,493$294,692,832
30Elite Wealth Management, Inc.$960,656$275,000,000$18,000,000$293,000,000
31Kutscher Rhodes & Benner, Inc.$1,432,903$241,777,000$37,639,000$279,416,000
32Avier Wealth Advisors$262,604$267,500,242$6,658,752$274,158,994
33Financial Plan, Inc.$169,722$254,718,915$33,648$254,752,563
34Conway Jarvis$1,100,437$252,000,000$0$252,000,000
35Northern Capital Management, Inc.$148,971$247,566,034$1,066,893$248,632,927
36Financial Insights Inc$248,443$244,911,107$1,792,828$246,703,935
37HBC Financial Services, PLLC$443,226$216,246,641$14,674,293$230,920,934
38Fulcrum Capital, LLC$1,475,483$190,586,349$39,588,985$230,175,334
39Robinswood Financial$218,800$226,177,490$2,687,625$228,865,115
40Vestory$183,243$220,074,815$0$220,074,815
41Soundview Advisors$215,488$191,137,954$0$191,137,954
42Ramsey & Associates Inc$501,560$51,586,375$137,501,650$189,088,025
43Bellevue Asset Management$234,215$74,087,129$109,069,256$183,156,385
44Trellis Advisors$242,784$171,642,931$10,930,617$182,573,548
45Ten Capital Investment Advisors$175,872$135,100,000$46,400,000$181,500,000
46Sovereign Wealth Advisors, Inc.$295,146$149,715,048$12,024,980$161,740,028
47Harvest Capital Advisors Inc.$236,326$0$157,156,773$157,156,773
48S.R. Schill & Associates Inc.$309,911$155,634,622$1,490,106$157,124,728
49Dental Wealth Advisors, LLC$241,186$153,635,579$0$153,635,579
50McIlrath & Eck$116,562$152,695,669$0$152,695,669
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Showing 1 to 50 of 61 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 1,719 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 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 June 6, 2016.