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 | WELCH INVESTMENT GROUP, LLC | $267,736 | $208,834,055 | — | $208,834,055 |
| 2 | WEALTH ADVISORS NW | $199,639 | $167,856,936 | $3,433,316 | $171,290,252 |
| 3 | VON BORSTEL & ASSOCIATES | $253,762 | $478,849,136 | — | $478,849,136 |
| 4 | VISTA CAPITAL PARTNERS, INC. | $1,121,962 | $2,656,805,764 | — | $2,656,805,764 |
| 5 | VISION CAPITAL MANAGEMENT INC | $709,903 | $1,021,550,392 | — | $1,021,550,392 |
| 6 | VERGEPOINTE WEALTH MANAGEMENT, LLC | $2,663,091 | $218,405,312 | $7,957,392 | $226,362,704 |
| 7 | TRUE NORTH RETIREMENT ADVISORS, LLC | $1,074,458 | $311,082,983 | $29,520,100 | $340,603,083 |
| 8 | TRU INDEPENDENCE ASSET MANAGEMENT 2 | $476,698 | $284,588,722 | — | $284,588,722 |
| 9 | THE H GROUP, INC. | $271,388 | $891,237,188 | — | $891,237,188 |
| 10 | THE H GROUP WASHINGTON, INC. | $269,024 | $181,860,014 | — | $181,860,014 |
| 11 | SUMMA GLOBAL ADVISORS, LLC | $409,092 | $124,812,087 | $15,915,583 | $140,727,670 |
| 12 | STANGIER WEALTH MANAGEMENT | $168,740 | $217,000,000 | — | $217,000,000 |
| 13 | SPRINGWATER WEALTH MANAGEMENT, LLC | $376,537 | $146,149,632 | $44,754,559 | $190,904,191 |
| 14 | SOUND INVESTMENT MANAGEMENT INC | $1,789,883 | — | $196,887,156 | $196,887,156 |
| 15 | SMB FINANCIAL SERVICES, INC. | $185,686 | $134,550,739 | $8,055,825 | $142,606,564 |
| 16 | SITTNER & NELSON, LLC | $575,740 | $750,206,392 | $17,830,881 | $768,037,273 |
| 17 | SILVER OAK ADVISORY GROUP | $524,912 | $252,079,800 | $90,687,426 | $342,767,226 |
| 18 | SHEPPARD WEALTH MANAGEMENT, LLC | $425,687 | $153,786,063 | $21,171,098 | $174,957,161 |
| 19 | SCOTT CAPITAL ADVISORS, LLC | $997,671 | $720,912,841 | $56,273,172 | $777,186,013 |
| 20 | ROI FINANCIAL | $192,543 | $133,890,917 | $3,777,190 | $137,668,107 |
| 21 | RAIN CAPITAL MANAGEMENT | $639,151 | $437,179,560 | — | $437,179,560 |
| 22 | PURE PORTFOLIOS | $378,088 | $231,389,928 | — | $231,389,928 |
| 23 | PORTLAND PRIVATE WEALTH MANAGEMENT, INC. | $252,051 | $238,665,672 | $8,344,323 | $247,009,995 |
| 24 | PINNACLE WEALTH ADVISORS | $422,598 | $148,143,370 | $35,264,085 | $183,407,455 |
| 25 | PEREGRINE ASSET ADVISERS, INC. | $1,144,544 | $374,212,951 | $4,630,968 | $378,843,919 |
| 26 | PEARL WEALTH LLC | $539,986 | $127,023,089 | $5,273,476 | $132,296,565 |
| 27 | OSWEGO WEALTH ADVISORS INC. | $182,299 | $234,801,096 | — | $234,801,096 |
| 28 | OREGON PACIFIC WEALTH MANAGEMENT | $293,869 | $139,000,000 | — | $139,000,000 |
| 29 | OPTIMA CAPITAL LLC | $185,860 | $127,747,000 | $2,541,000 | $130,288,000 |
| 30 | O'CONNELL INVESTMENTS AND INSURANCE SERVICES, LLC | $318,886 | $112,384,386 | $182,521 | $112,566,907 |
| 31 | NORTHWEST INVESTMENT COUNSELORS | $693,439 | $599,779,000 | $1,433,000 | $601,212,000 |
| 32 | NORTH RIDGE WEALTH ADVISORS, INC. | $294,518 | $130,177,138 | — | $130,177,138 |
| 33 | NORTH FORTY TWO & CO. | $580,694 | $130,656,250 | — | $130,656,250 |
| 34 | MY LEGACY ADVISORS, LLC | $790,860 | $304,481,152 | — | $304,481,152 |
| 35 | MSP WEALTH MANAGEMENT, LLC | $441,343 | $169,701,420 | $1,098,444 | $170,799,864 |
| 36 | LITTLEJOHN FINANCIAL SERVICES INC | $100,515 | $114,785,807 | $14,275,668 | $129,061,475 |
| 37 | KOENIG INVESTMENT ADVISORY, LLC | $331,834 | $214,032,937 | — | $214,032,937 |
| 38 | KEUDELL MORRISON WEALTH MANAGEMENT, LLC | $389,358 | $502,665,358 | $168,588,210 | $671,253,568 |
| 39 | JGP WEALTH MANAGEMENT, LLC | $469,501 | $979,379,206 | — | $979,379,206 |
| 40 | IMS CAPITAL MANAGEMENT | $736,592 | $373,997,807 | $16,395,837 | $390,393,644 |
| 41 | HORST & GRABEN WEALTH MANAGEMENT, LLC | $243,673 | $534,748,821 | $70,778,066 | $605,526,887 |
| 42 | HAUSMAN ADVISORS, LLC | $281,553 | $129,795,932 | — | $129,795,932 |
| 43 | GRANGE CAPITAL, LLC | $270,494 | $135,688,000 | $3,887,000 | $139,575,000 |
| 44 | ETESIAN WEALTH ADVISORS, INC. | $724,475 | $288,230,398 | $4,457,602 | $292,688,000 |
| 45 | ELEVATION CAPITAL ADVISORY | $189,974 | $216,702,508 | $10,316,979 | $227,019,487 |
| 46 | DELAP WEALTH ADVISORY, LLC | $884,929 | $253,089,719 | — | $253,089,719 |
| 47 | CWC ADVISORS, LLC | $959,119 | $148,750,000 | $3,750,000 | $152,500,000 |
| 48 | CUTLER INVESTMENT COUNSEL, LLC | $700,072 | $922,000,000 | $49,000,000 | $971,000,000 |
| 49 | COSTELLO FINANCIAL PLANNING, INC. | $360,809 | $101,842,309 | $18,307,017 | $120,149,326 |
| 50 | CORDANT, INC. | $325,159 | $254,109,897 | $5,366,974 | $259,476,871 |
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.
