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
1Cornerstone Advisors Inc.$1,283,951$2,600,000,000$0$2,600,000,000
2Threshold Group$1,272,870$538,798,585$1,985,303,485$2,524,102,070
3Brighton Jones$2,599,708$1,765,061,893$67,731,901$1,832,793,794
4Badgley Phelps Investment Managers$1,490,721$1,439,491,126$352,355,950$1,791,847,076
5Laird Norton Wealth Management$1,228,725$1,451,075,000$119,235,000$1,570,310,000
6McCutchen Group$3,845,449$748,236,474$751,488,598$1,499,725,072
7Sweetwater Investments Inc.$7,218,575$1,100,254,230$357,897,987$1,458,152,217
8Evergreen Capital Management$865,288$1,062,878,000$140,737,000$1,203,615,000
9Filament$3,857,223$686,225,766$467,084,045$1,153,309,811
10Rainier Group Investment Advisory$637,942$769,995,386$0$769,995,386
11Empirical Wealth Management$279,074$650,373,931$16,890,873$667,264,804
12The Pacific Financial Group Inc.$90,419$557,964,154$7,877,009$565,841,163
13Huntington Steele$1,469,714$523,218,070$0$523,218,070
14Strategic Wealth Management Inc.$4,594,496$477,827,570$0$477,827,570
15Paracle Advisors$1,785,216$416,293,118$17,514,255$433,807,373
16Highland Private Wealth Management$684,471$332,694,000$19,124,000$351,818,000
17Tradewinds Capital Management$187,478$315,150,449$0$315,150,449
18Capital Planning Corp.$193,328$281,005,934$24,452,353$305,458,287
19Garde Capital Inc.$1,086,719$300,105,000$5,263,000$305,368,000
20Conlon & Dart$1,274,647$295,177,725$6,913,521$302,091,246
21Columbia Pacific Capital Management$2,288,208$248,745,665$12,110,005$260,855,670
22Auxano Advisors$362,465$250,900,000$7,900,000$258,800,000
23Robinswood Financial$214,304$250,341,000$3,823,000$254,164,000
24Triad$514,722$249,640,000$0$249,640,000
25Kutscher Rhodes & Benner Inc.$1,900,000$0$247,000,000$247,000,000
26Pioneer Square Advisors$118,000,000$0$236,000,000$236,000,000
27James R. Martin Consulting Inc.$687,094$234,986,237$0$234,986,237
28Elite Wealth Management Inc.$415,094$219,500,000$500,000$220,000,000
29Retirement Asset Management$252,816$213,359,615$2,797,942$216,157,557
30Purcell Advisory Services$55,903$206,069,672$4,071,478$210,141,150
31Newfocus Financial Group$228,906$204,871,233$0$204,871,233
32Conway Jarvis$960,766$200,800,000$0$200,800,000
33ICM Asset Management Inc.$591,163$189,135,737$1,218,874$190,354,611
34Hart Capital Management Inc.$479,392$176,351,335$8,214,706$184,566,041
35Ramsey & Associates Inc.$444,675$39,318,680$130,547,338$169,866,018
36Private Advisory Group$1,680,000$160,000,000$8,000,000$168,000,000
37Soundview Advisors$213,795$160,346,538$0$160,346,538
38Evergreen Asset Management$377,343$154,783,264$2,946,014$157,729,278
39HBC Financial Services$377,964$145,441,752$8,011,778$153,453,530
40Columbia River Advisors$167,598$110,000,000$40,000,000$150,000,000
41Financial Plan Inc.$147,920$148,511,740$887,201$149,398,941
42Bellevue Asset Management$245,843$1,147,000$138,000,000$139,147,000
43Sovereign Wealth Advisors Inc.$325,241$129,989,051$7,913,298$137,902,349
44Pinnacle Wealth Management$7,428,553$76,761,036$56,952,919$133,713,955
45Miller Advisors Inc.$337,148$115,114,244$18,396,324$133,510,568
46Oliver Capital Management Inc.$157,768$0$129,842,837$129,842,837
47Ten Capital Investment Advisors$175,069$121,007,528$140,000$121,147,528
48Mcilrath & Eck$147,368$92,000,000$20,000,000$112,000,000
49Financial Insights Inc.$163,145$107,333,553$1,647,545$108,981,098
50Trellis Advisors$225,036$101,800,139$5,766,874$107,567,013
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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, 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.