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 | ARNERICH MASSENA, INC. | $8,207,528 | $1,212,417,927 | $1,537,104,042 | $2,749,521,969 |
| 2 | CABLE HILL PARTNERS, LLC | $854,538 | $1,262,242,251 | $235,763,329 | $1,498,005,580 |
| 3 | SOUND INVESTMENT MANAGEMENT INC | $1,789,883 | — | $196,887,156 | $196,887,156 |
| 4 | KEUDELL MORRISON WEALTH MANAGEMENT, LLC | $389,358 | $502,665,358 | $168,588,210 | $671,253,568 |
| 5 | SILVER OAK ADVISORY GROUP | $524,912 | $252,079,800 | $90,687,426 | $342,767,226 |
| 6 | HORST & GRABEN WEALTH MANAGEMENT, LLC | $243,673 | $534,748,821 | $70,778,066 | $605,526,887 |
| 7 | SCOTT CAPITAL ADVISORS, LLC | $997,671 | $720,912,841 | $56,273,172 | $777,186,013 |
| 8 | CUTLER INVESTMENT COUNSEL, LLC | $700,072 | $922,000,000 | $49,000,000 | $971,000,000 |
| 9 | CAIRN INVESTMENT GROUP | $367,064 | $250,001,035 | $45,118,136 | $295,119,171 |
| 10 | SPRINGWATER WEALTH MANAGEMENT, LLC | $376,537 | $146,149,632 | $44,754,559 | $190,904,191 |
| 11 | PINNACLE WEALTH ADVISORS | $422,598 | $148,143,370 | $35,264,085 | $183,407,455 |
| 12 | TRUE NORTH RETIREMENT ADVISORS, LLC | $1,074,458 | $311,082,983 | $29,520,100 | $340,603,083 |
| 13 | SHEPPARD WEALTH MANAGEMENT, LLC | $425,687 | $153,786,063 | $21,171,098 | $174,957,161 |
| 14 | COSTELLO FINANCIAL PLANNING, INC. | $360,809 | $101,842,309 | $18,307,017 | $120,149,326 |
| 15 | SITTNER & NELSON, LLC | $575,740 | $750,206,392 | $17,830,881 | $768,037,273 |
| 16 | IMS CAPITAL MANAGEMENT | $736,592 | $373,997,807 | $16,395,837 | $390,393,644 |
| 17 | CATALYST FINANCIAL NW CORPORATION | $128,974 | $125,800,000 | $16,200,000 | $142,000,000 |
| 18 | SUMMA GLOBAL ADVISORS, LLC | $409,092 | $124,812,087 | $15,915,583 | $140,727,670 |
| 19 | ASCENT CAPITAL MANAGEMENT, LLC | $338,298 | $357,912,095 | $14,554,229 | $372,466,324 |
| 20 | LITTLEJOHN FINANCIAL SERVICES INC | $100,515 | $114,785,807 | $14,275,668 | $129,061,475 |
| 21 | ALLIUM FINANCIAL ADVISORS, LLC | $730,638 | $413,442,461 | $12,519,295 | $425,961,756 |
| 22 | ELEVATION CAPITAL ADVISORY | $189,974 | $216,702,508 | $10,316,979 | $227,019,487 |
| 23 | PORTLAND PRIVATE WEALTH MANAGEMENT, INC. | $252,051 | $238,665,672 | $8,344,323 | $247,009,995 |
| 24 | SMB FINANCIAL SERVICES, INC. | $185,686 | $134,550,739 | $8,055,825 | $142,606,564 |
| 25 | VERGEPOINTE WEALTH MANAGEMENT, LLC | $2,663,091 | $218,405,312 | $7,957,392 | $226,362,704 |
| 26 | CORDANT, INC. | $325,159 | $254,109,897 | $5,366,974 | $259,476,871 |
| 27 | PEARL WEALTH LLC | $539,986 | $127,023,089 | $5,273,476 | $132,296,565 |
| 28 | PEREGRINE ASSET ADVISERS, INC. | $1,144,544 | $374,212,951 | $4,630,968 | $378,843,919 |
| 29 | ETESIAN WEALTH ADVISORS, INC. | $724,475 | $288,230,398 | $4,457,602 | $292,688,000 |
| 30 | GRANGE CAPITAL, LLC | $270,494 | $135,688,000 | $3,887,000 | $139,575,000 |
| 31 | ROI FINANCIAL | $192,543 | $133,890,917 | $3,777,190 | $137,668,107 |
| 32 | CWC ADVISORS, LLC | $959,119 | $148,750,000 | $3,750,000 | $152,500,000 |
| 33 | CAPITOL FAMILY OFFICE, INC. | $238,974 | $146,936,677 | $3,616,745 | $150,553,422 |
| 34 | WEALTH ADVISORS NW | $199,639 | $167,856,936 | $3,433,316 | $171,290,252 |
| 35 | CLEARVIEW WEALTH ADVISORS, LLC | $199,608 | $214,910,000 | $2,663,000 | $217,573,000 |
| 36 | OPTIMA CAPITAL LLC | $185,860 | $127,747,000 | $2,541,000 | $130,288,000 |
| 37 | NORTHWEST INVESTMENT COUNSELORS | $693,439 | $599,779,000 | $1,433,000 | $601,212,000 |
| 38 | MSP WEALTH MANAGEMENT, LLC | $441,343 | $169,701,420 | $1,098,444 | $170,799,864 |
| 39 | O'CONNELL INVESTMENTS AND INSURANCE SERVICES, LLC | $318,886 | $112,384,386 | $182,521 | $112,566,907 |
| 40 | 44 WEALTH MANAGEMENT LLC | $377,172 | $426,422,402 | $159,582 | $426,581,984 |
| 41 | CLARITY WEALTH DEVELOPMENT, LLC | $201,455 | $132,759,112 | — | $132,759,112 |
| 42 | OREGON PACIFIC WEALTH MANAGEMENT | $293,869 | $139,000,000 | — | $139,000,000 |
| 43 | TRU INDEPENDENCE ASSET MANAGEMENT 2 | $476,698 | $284,588,722 | — | $284,588,722 |
| 44 | JGP WEALTH MANAGEMENT, LLC | $469,501 | $979,379,206 | — | $979,379,206 |
| 45 | VISTA CAPITAL PARTNERS, INC. | $1,121,962 | $2,656,805,764 | — | $2,656,805,764 |
| 46 | KOENIG INVESTMENT ADVISORY, LLC | $331,834 | $214,032,937 | — | $214,032,937 |
| 47 | THE H GROUP WASHINGTON, INC. | $269,024 | $181,860,014 | — | $181,860,014 |
| 48 | MY LEGACY ADVISORS, LLC | $790,860 | $304,481,152 | — | $304,481,152 |
| 49 | THE H GROUP, INC. | $271,388 | $891,237,188 | — | $891,237,188 |
| 50 | BECKER CAPITAL MANAGEMENT, INC. | $2,751,917 | $4,356,284,397 | — | $4,356,284,397 |
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.
