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 | 44 WEALTH MANAGEMENT LLC | $377,172 | $426,422,402 | $159,582 | $426,581,984 |
| 2 | ALLIUM FINANCIAL ADVISORS, LLC | $730,638 | $413,442,461 | $12,519,295 | $425,961,756 |
| 3 | ARNERICH MASSENA, INC. | $8,207,528 | $1,212,417,927 | $1,537,104,042 | $2,749,521,969 |
| 4 | ASCENT CAPITAL MANAGEMENT, LLC | $338,298 | $357,912,095 | $14,554,229 | $372,466,324 |
| 5 | BAKER ELLIS ASSET MANAGEMENT LLC | $2,546,534 | $751,227,575 | — | $751,227,575 |
| 6 | BECKER CAPITAL MANAGEMENT, INC. | $2,751,917 | $4,356,284,397 | — | $4,356,284,397 |
| 7 | BLUE WATER WEALTH | $293,560 | $292,385,972 | — | $292,385,972 |
| 8 | CABLE HILL PARTNERS, LLC | $854,538 | $1,262,242,251 | $235,763,329 | $1,498,005,580 |
| 9 | CAIRN INVESTMENT GROUP | $367,064 | $250,001,035 | $45,118,136 | $295,119,171 |
| 10 | CAPITAL FINANCIAL PLANNERS | $391,376 | $222,692,721 | — | $222,692,721 |
| 11 | CAPITOL FAMILY OFFICE, INC. | $238,974 | $146,936,677 | $3,616,745 | $150,553,422 |
| 12 | CAPSTONE WEALTH ADVISORS, LLC | $220,764 | $672,225,746 | — | $672,225,746 |
| 13 | CATALYST FINANCIAL NW CORPORATION | $128,974 | $125,800,000 | $16,200,000 | $142,000,000 |
| 14 | CEDAR FINANCIAL ADVISORS, LLC | $289,013 | $121,385,291 | — | $121,385,291 |
| 15 | CLARITY WEALTH DEVELOPMENT, LLC | $201,455 | $132,759,112 | — | $132,759,112 |
| 16 | CLEARVIEW WEALTH ADVISORS, LLC | $199,608 | $214,910,000 | $2,663,000 | $217,573,000 |
| 17 | CORDANT, INC. | $325,159 | $254,109,897 | $5,366,974 | $259,476,871 |
| 18 | COSTELLO FINANCIAL PLANNING, INC. | $360,809 | $101,842,309 | $18,307,017 | $120,149,326 |
| 19 | CUTLER INVESTMENT COUNSEL, LLC | $700,072 | $922,000,000 | $49,000,000 | $971,000,000 |
| 20 | CWC ADVISORS, LLC | $959,119 | $148,750,000 | $3,750,000 | $152,500,000 |
| 21 | DELAP WEALTH ADVISORY, LLC | $884,929 | $253,089,719 | — | $253,089,719 |
| 22 | ELEVATION CAPITAL ADVISORY | $189,974 | $216,702,508 | $10,316,979 | $227,019,487 |
| 23 | ETESIAN WEALTH ADVISORS, INC. | $724,475 | $288,230,398 | $4,457,602 | $292,688,000 |
| 24 | GRANGE CAPITAL, LLC | $270,494 | $135,688,000 | $3,887,000 | $139,575,000 |
| 25 | HAUSMAN ADVISORS, LLC | $281,553 | $129,795,932 | — | $129,795,932 |
| 26 | HORST & GRABEN WEALTH MANAGEMENT, LLC | $243,673 | $534,748,821 | $70,778,066 | $605,526,887 |
| 27 | IMS CAPITAL MANAGEMENT | $736,592 | $373,997,807 | $16,395,837 | $390,393,644 |
| 28 | JGP WEALTH MANAGEMENT, LLC | $469,501 | $979,379,206 | — | $979,379,206 |
| 29 | KEUDELL MORRISON WEALTH MANAGEMENT, LLC | $389,358 | $502,665,358 | $168,588,210 | $671,253,568 |
| 30 | KOENIG INVESTMENT ADVISORY, LLC | $331,834 | $214,032,937 | — | $214,032,937 |
| 31 | LITTLEJOHN FINANCIAL SERVICES INC | $100,515 | $114,785,807 | $14,275,668 | $129,061,475 |
| 32 | MSP WEALTH MANAGEMENT, LLC | $441,343 | $169,701,420 | $1,098,444 | $170,799,864 |
| 33 | MY LEGACY ADVISORS, LLC | $790,860 | $304,481,152 | — | $304,481,152 |
| 34 | NORTH FORTY TWO & CO. | $580,694 | $130,656,250 | — | $130,656,250 |
| 35 | NORTH RIDGE WEALTH ADVISORS, INC. | $294,518 | $130,177,138 | — | $130,177,138 |
| 36 | NORTHWEST INVESTMENT COUNSELORS | $693,439 | $599,779,000 | $1,433,000 | $601,212,000 |
| 37 | O'CONNELL INVESTMENTS AND INSURANCE SERVICES, LLC | $318,886 | $112,384,386 | $182,521 | $112,566,907 |
| 38 | OPTIMA CAPITAL LLC | $185,860 | $127,747,000 | $2,541,000 | $130,288,000 |
| 39 | OREGON PACIFIC WEALTH MANAGEMENT | $293,869 | $139,000,000 | — | $139,000,000 |
| 40 | OSWEGO WEALTH ADVISORS INC. | $182,299 | $234,801,096 | — | $234,801,096 |
| 41 | PEARL WEALTH LLC | $539,986 | $127,023,089 | $5,273,476 | $132,296,565 |
| 42 | PEREGRINE ASSET ADVISERS, INC. | $1,144,544 | $374,212,951 | $4,630,968 | $378,843,919 |
| 43 | PINNACLE WEALTH ADVISORS | $422,598 | $148,143,370 | $35,264,085 | $183,407,455 |
| 44 | PORTLAND PRIVATE WEALTH MANAGEMENT, INC. | $252,051 | $238,665,672 | $8,344,323 | $247,009,995 |
| 45 | PURE PORTFOLIOS | $378,088 | $231,389,928 | — | $231,389,928 |
| 46 | RAIN CAPITAL MANAGEMENT | $639,151 | $437,179,560 | — | $437,179,560 |
| 47 | ROI FINANCIAL | $192,543 | $133,890,917 | $3,777,190 | $137,668,107 |
| 48 | SCOTT CAPITAL ADVISORS, LLC | $997,671 | $720,912,841 | $56,273,172 | $777,186,013 |
| 49 | SHEPPARD WEALTH MANAGEMENT, LLC | $425,687 | $153,786,063 | $21,171,098 | $174,957,161 |
| 50 | SILVER OAK ADVISORY GROUP | $524,912 | $252,079,800 | $90,687,426 | $342,767,226 |
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.
