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 |
|---|---|---|---|---|---|
| 51 | LAIRD NORTON WEALTH MANAGEMENT | $2,363,653 | $3,558,606,626 | $1,310,519,026 | $4,869,125,652 |
| 52 | KUTSCHER BENNER BARSNESS & STEVENS, INC. | $668,475 | — | $518,068,411 | $518,068,411 |
| 53 | KAIZEN FINANCIAL ADVISORS, LLC | $440,815 | $173,765,000 | $54,577,000 | $228,342,000 |
| 54 | JOSLIN CAPITAL ADVISORS LLC | $752,541 | $327,520,135 | $119,489,194 | $447,009,329 |
| 55 | JOHN T. MCCARTHY, LLC | $286,497 | — | $136,659,000 | $136,659,000 |
| 56 | JARVIS FINANCIAL | $383,532 | $226,375,000 | $676,000 | $227,051,000 |
| 57 | JAMES R. MARTIN CONSULTING, INC | $703,083 | $487,939,464 | — | $487,939,464 |
| 58 | INTEGRITY FINANCIAL CORPORATION | $356,067 | $485,520,160 | $67,808,149 | $553,328,309 |
| 59 | INNOVATIVE ADVISER SOLUTIONS, LLC | $437,382 | $101,910,000 | — | $101,910,000 |
| 60 | HOHIMER WEALTH MANAGEMENT, LLC | $1,267,047 | $858,573,455 | $79,041,286 | $937,614,741 |
| 61 | HIGHLAND PRIVATE WEALTH MANAGEMENT | $941,631 | $1,310,675,290 | $15,141,269 | $1,325,816,559 |
| 62 | HFG ADVISORS, INC. | $1,119,690 | $258,339,979 | $12,624,965 | $270,964,944 |
| 63 | HELMSMAN FINANCIAL GROUP, LLC | $615,732 | $63,055,270 | $101,345,304 | $164,400,574 |
| 64 | HBC FINANCIAL SERVICES, PLLC | $688,981 | $448,379,817 | $19,438,559 | $467,818,376 |
| 65 | HARBOUR INVESTMENT MANAGEMENT L.L.C. | $840,625 | $406,862,546 | — | $406,862,546 |
| 66 | HAMRICK INVESTMENT COUNSEL, LLC | $1,054,522 | $272,985,201 | $1,190,543 | $274,175,744 |
| 67 | HALLETT ADVISORS | $186,401 | $125,261,396 | — | $125,261,396 |
| 68 | GARDE CAPITAL, INC. | $3,024,222 | $1,505,701,470 | $9,433,608 | $1,515,135,078 |
| 69 | FULCRUM CAPITAL, LLC | $1,923,386 | $852,023,871 | $57,737,599 | $909,761,470 |
| 70 | FORT VANCOUVER INVESTMENT MANAGEMENT, LLC | $302,927 | $157,825,101 | — | $157,825,101 |
| 71 | FIRST PACIFIC FINANCIAL, INC. | $366,294 | $1,047,966,061 | — | $1,047,966,061 |
| 72 | FINANCIAL PLAN, INC. | $291,824 | $935,880,675 | — | $935,880,675 |
| 73 | FINANCIAL INSIGHTS INC | $706,797 | $533,631,424 | — | $533,631,424 |
| 74 | FINANCIAL FREEDOM FOR DENTISTS LLC | $332,000 | $116,200,000 | — | $116,200,000 |
| 75 | FINANCIAL FORUM, INC. | $160,609 | $222,764,042 | — | $222,764,042 |
| 76 | EXECUTIVE WEALTH GROUP, LLC | $1,893,411 | $420,337,336 | — | $420,337,336 |
| 77 | EVERGREEN CAPITAL MANAGEMENT LLC | $1,685,079 | $3,780,216,217 | $154,443,621 | $3,934,659,838 |
| 78 | EVANS CAPITAL MANAGEMENT ASSOCIATES | $364,840 | $202,020,000 | $67,232,000 | $269,252,000 |
| 79 | EQ WEALTH MANAGEMENT | $338,360 | $356,022,051 | $130,877,652 | $486,899,703 |
| 80 | EPIC TRUST INVESTMENT ADVISORS LLC | $149,049 | $198,831,504 | — | $198,831,504 |
| 81 | EMERALD ADVISORS, LLC | $1,004,213 | $534,965,163 | $2,288,595 | $537,253,758 |
| 82 | DENTAL WEALTH ADVISORS, LLC | $395,100 | $141,445,781 | — | $141,445,781 |
| 83 | CONWAY JARVIS LLC | $1,764,940 | $443,000,000 | — | $443,000,000 |
| 84 | CONSILIO WEALTH ADVISORS, LLC | $295,958 | $240,613,799 | — | $240,613,799 |
| 85 | COLUMBIA RIVER FINANCIAL GROUP | $262,521 | $123,857,622 | $6,615,115 | $130,472,737 |
| 86 | COLUMBIA RIVER ADVISORS | $487,266 | $483,104,437 | $12,932,297 | $496,036,734 |
| 87 | COLUMBIA PACIFIC WEALTH MANAGEMENT | $1,250,039 | $3,785,337,982 | $2,277,349,289 | $6,062,687,271 |
| 88 | CLEAR CREEK FINANCIAL MANAGEMENT, LLC | $167,982 | $1,054,738,189 | $42,689,901 | $1,097,428,090 |
| 89 | CHANEY CAPITAL MANAGEMENT INC. | $375,824 | $342,000,000 | — | $342,000,000 |
| 90 | CASCADE WEALTH ADVISORS, INC | $532,309 | $118,485,067 | $2,349,138 | $120,834,205 |
| 91 | CAPITAL PLANNING LLC | $419,683 | $569,283,815 | $1,484,640 | $570,768,455 |
| 92 | CAPITAL ADVISORS WEALTH MANAGEMENT | $368,445 | $476,356,339 | $137,473,836 | $613,830,175 |
| 93 | BYRNE & COMPANY WEALTH MANAGEMENT, LLC | $262,281 | $98,782,144 | $7,441,537 | $106,223,681 |
| 94 | BUCKLEY INVESTMENT GROUP, LLC | $346,395 | $114,656,791 | — | $114,656,791 |
| 95 | BRISTLECONE ADVISORS LLC | $1,719,366 | $1,805,334,294 | — | $1,805,334,294 |
| 96 | BREAKWATER INVESTMENT MANAGEMENT | $409,892 | $227,080,444 | — | $227,080,444 |
| 97 | BOGDANOVICH WEALTH MANAGEMENT PLLC | $1,605,953 | $256,952,554 | — | $256,952,554 |
| 98 | BHJ WEALTH ADVISORS | $532,903 | $174,259,210 | — | $174,259,210 |
| 99 | BELLINGHAM CAPITAL | $174,027 | $113,590,541 | $919,327 | $114,509,868 |
| 100 | BELLEVUE ASSET MANAGEMENT, LLC | $563,790 | $323,615,382 | — | $323,615,382 |
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.
