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 |
|---|---|---|---|---|---|
| 1 | SECURITY FIRST ADVISORS | $216,174 | — | $378,737,196 | $378,737,196 |
| 2 | JOHN T. MCCARTHY, LLC | $286,497 | — | $136,659,000 | $136,659,000 |
| 3 | TFS ADVISORS, LLC | $352,438 | — | $121,591,218 | $121,591,218 |
| 4 | KUTSCHER BENNER BARSNESS & STEVENS, INC. | $668,475 | — | $518,068,411 | $518,068,411 |
| 5 | OLIVER CAPITAL MANAGEMENT | $217,643 | $37,080,875 | $297,653,396 | $334,734,271 |
| 6 | HELMSMAN FINANCIAL GROUP, LLC | $615,732 | $63,055,270 | $101,345,304 | $164,400,574 |
| 7 | RAMSEY & ASSOCIATES INC | $763,544 | $65,429,827 | $197,992,711 | $263,422,538 |
| 8 | BYRNE & COMPANY WEALTH MANAGEMENT, LLC | $262,281 | $98,782,144 | $7,441,537 | $106,223,681 |
| 9 | INNOVATIVE ADVISER SOLUTIONS, LLC | $437,382 | $101,910,000 | — | $101,910,000 |
| 10 | MAINSAIL FINANCIAL GROUP | $188,737 | $102,295,575 | — | $102,295,575 |
| 11 | SOUND FINANCIAL, LLC | $153,599 | $103,376,265 | $16,123,438 | $119,499,703 |
| 12 | SELKIRK WEALTH ADVISORS, LLC | $1,687,306 | $104,612,994 | — | $104,612,994 |
| 13 | WEALTHCOLLAB | $436,808 | $109,202,080 | — | $109,202,080 |
| 14 | MONSON WEALTH MANAGEMENT, INC. | $126,841 | $109,717,842 | — | $109,717,842 |
| 15 | BELLINGHAM CAPITAL | $174,027 | $113,590,541 | $919,327 | $114,509,868 |
| 16 | BUCKLEY INVESTMENT GROUP, LLC | $346,395 | $114,656,791 | — | $114,656,791 |
| 17 | FINANCIAL FREEDOM FOR DENTISTS LLC | $332,000 | $116,200,000 | — | $116,200,000 |
| 18 | CASCADE WEALTH ADVISORS, INC | $532,309 | $118,485,067 | $2,349,138 | $120,834,205 |
| 19 | STAPP WEALTH MANAGEMENT, PLLC | $470,550 | $120,460,735 | — | $120,460,735 |
| 20 | COLUMBIA RIVER FINANCIAL GROUP | $262,521 | $123,857,622 | $6,615,115 | $130,472,737 |
| 21 | HALLETT ADVISORS | $186,401 | $125,261,396 | — | $125,261,396 |
| 22 | PREVAIL WEALTH MANAGEMENT | $249,497 | $127,393,313 | $848,100 | $128,241,413 |
| 23 | NEWGROUND SOCIAL INVESTMENT | $853,333 | $128,000,000 | — | $128,000,000 |
| 24 | NEWGROUND SOCIAL INVESTMENT | $853,333 | $128,000,000 | — | $128,000,000 |
| 25 | SURIENCE PRIVATE WEALTH LLC | $340,927 | $134,469,209 | $878,718 | $135,347,927 |
| 26 | BARKER WEALTH MANAGEMENT, LLC | $703,309 | $140,661,740 | — | $140,661,740 |
| 27 | DENTAL WEALTH ADVISORS, LLC | $395,100 | $141,445,781 | — | $141,445,781 |
| 28 | ALETHEIAN WEALTH ADVISORS LLC | $393,720 | $144,650,000 | $18,350,000 | $163,000,000 |
| 29 | MOULTON WEALTH MANAGEMENT, INC | $260,456 | $147,157,917 | — | $147,157,917 |
| 30 | THE PLANNER'S EDGE LLC | $657,177 | $147,864,886 | — | $147,864,886 |
| 31 | STOLZ & ASSOCIATES, PS | $401,954 | $149,581,047 | $20,043,373 | $169,624,420 |
| 32 | FORT VANCOUVER INVESTMENT MANAGEMENT, LLC | $302,927 | $157,825,101 | — | $157,825,101 |
| 33 | LESA SROUFE & COMPANY, INC. | $690,007 | $158,263,250 | $17,688,581 | $175,951,831 |
| 34 | WAYCROSS INVESTMENT MANAGEMENT CO | $506,313 | $158,476,095 | — | $158,476,095 |
| 35 | KAIZEN FINANCIAL ADVISORS, LLC | $440,815 | $173,765,000 | $54,577,000 | $228,342,000 |
| 36 | BHJ WEALTH ADVISORS | $532,903 | $174,259,210 | — | $174,259,210 |
| 37 | EPIC TRUST INVESTMENT ADVISORS LLC | $149,049 | $198,831,504 | — | $198,831,504 |
| 38 | TRUENORTH WEALTH ADVISORS | $439,528 | $201,743,225 | — | $201,743,225 |
| 39 | EVANS CAPITAL MANAGEMENT ASSOCIATES | $364,840 | $202,020,000 | $67,232,000 | $269,252,000 |
| 40 | MY PERSONAL CFO, LLC | $875,937 | $206,721,226 | — | $206,721,226 |
| 41 | AGATE PASS INVESTMENT, LLC | $829,835 | $209,948,374 | — | $209,948,374 |
| 42 | SMART PORTFOLIOS, LLC | $529,161 | $213,465,564 | $844,797 | $214,310,361 |
| 43 | FINANCIAL FORUM, INC. | $160,609 | $222,764,042 | — | $222,764,042 |
| 44 | JARVIS FINANCIAL | $383,532 | $226,375,000 | $676,000 | $227,051,000 |
| 45 | BREAKWATER INVESTMENT MANAGEMENT | $409,892 | $227,080,444 | — | $227,080,444 |
| 46 | SENESCHAL ADVISORS, LLC | $406,982 | $227,503,103 | — | $227,503,103 |
| 47 | MOSER WEALTH ADVISORS | $497,853 | $228,514,676 | — | $228,514,676 |
| 48 | CONSILIO WEALTH ADVISORS, LLC | $295,958 | $240,613,799 | — | $240,613,799 |
| 49 | BOGDANOVICH WEALTH MANAGEMENT PLLC | $1,605,953 | $256,952,554 | — | $256,952,554 |
| 50 | HFG ADVISORS, INC. | $1,119,690 | $258,339,979 | $12,624,965 | $270,964,944 |
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 Research.
Reprints: For reprints of these rankings, please contact Caroline Murphy.
*Methodology: InvestmentNews qualified 2,756 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2020, (2) total AUM is at least $100M, (3) does not have employees who are registered representatives of a broker-dealer, (4) managed assets for individual 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 July 2021.
