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$1,375,420$53,827,069,320$0$53,827,069,320
2Cornerstone Advisors Inc$1,315,269$3,008,019,525$0$3,008,019,525
3Pacific Portfolio Consulting, LLC$12,116,391$525,859,993$2,273,026,258$2,798,886,251
4Threshold Group$1,441,050$915,302,047$1,612,300,210$2,527,602,257
5Brighton Jones$3,073,286$2,437,551,905$79,468,977$2,517,020,882
6Badgley Phelps Investment Managers$1,565,466$1,577,327,328$410,814,599$1,988,141,927
7Laird Norton Wealth Management$1,300,044$1,592,058,000$122,700,000$1,714,758,000
8McCutchen Group$4,304,163$931,511,604$768,632,796$1,700,144,400
9Filament$3,713,537$782,726,056$561,574,192$1,344,300,248
10Sweetwater Investments Inc$7,479,610$410,258,764$876,234,173$1,286,492,937
11Empirical Wealth Management$310,682$833,380,576$24,100,514$857,481,090
12The Pacific Financial Group, Inc.$114,305$825,381,316$13,614,680$838,995,996
13Huntington Steele$1,922,032$620,816,405$0$620,816,405
14Strategic Wealth Management Inc$5,009,896$538,471,687$2,597,044$541,068,731
15Paracle Advisors$385,541$510,536,405$19,581,900$530,118,305
16Tradewinds Capital Management$189,627$444,105,420$0$444,105,420
17Highland Private Wealth Management$722,121$369,000,000$26,000,000$395,000,000
18Garde Capital, Inc.$1,361,090$365,864,000$26,130,000$391,994,000
19Conlon & Dart$1,264,436$325,940,526$11,663,939$337,604,465
20Columbia Pacific Capital Management$2,691,380$336,422,524$0$336,422,524
21Triad$550,360$306,000,000$0$306,000,000
22Robinswood Financial$639,505$299,816,669$750,638$300,567,307
23Kutscher Rhodes & Benner, Inc.$1,807,229$0$300,000,000$300,000,000
24Auxano Advisors$388,996$289,868,426$10,047,527$299,915,953
25Haberling Financial Group, Inc.$433,660$287,083,000$0$287,083,000
26James R. Martin Consulting, Inc$748,624$285,974,202$0$285,974,202
27Retirement Asset Management$280,585$263,709,324$4,810,107$268,519,431
28Hart Capital Management, Inc.$716,267$242,592,128$13,831,402$256,423,530
29NewFocus Financial Group$257,100$246,815,750$0$246,815,750
30Pioneer Square Advisors$118,907,500$0$237,815,000$237,815,000
31Conway Jarvis$983,333$236,000,000$0$236,000,000
32Elite Wealth Management, Inc.$338,462$220,000,000$0$220,000,000
33Evergreen Asset Management$455,247$198,352,904$3,776,915$202,129,819
34Financial Plan, Inc.$170,767$199,236,055$48,592$199,284,647
35HBC Financial Services, PLLC$404,766$185,007,513$8,470,846$193,478,359
36Ramsey & Associates Inc$537,363$41,257,289$152,193,534$193,450,823
37Private Advisory Group$539,106$189,000,000$4,000,000$193,000,000
38Soundview Advisors$230,285$182,615,695$0$182,615,695
39Harvest Capital Advisors Inc.$255,676$168,225,953$1,798,315$170,024,268
40Bellevue Asset Management$319,506$7,039,956$150,157,038$157,196,994
41Miller Advisors, Inc.$398,637$138,725,025$16,344,796$155,069,821
42Sovereign Wealth Advisors, Inc.$301,201$145,076,173$6,728,977$151,805,150
43Trellis Advisors$256,263$136,566,387$7,709,784$144,276,171
44Oliver Capital Management$168,496$0$143,221,332$143,221,332
45ULT Wealth Advisors$307,778$45,000,000$93,500,000$138,500,000
46Ten Capital Investment Advisors$185,480$133,410,694$134,545$133,545,239
47Bogdanovich Wealth Management PLLC$899,530$131,331,362$0$131,331,362
48Financial Insights Inc$162,033$113,099,307$15,231,165$128,330,472
49Columbia River Advisors$139,553$110,000,000$14,900,000$124,900,000
50Lakeside Capital Management$329,978$122,050,533$2,021,161$124,071,694
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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 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.