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
1Ferguson Wellman Capital Management, Inc.$1,888,986$5,961,638,487$5,961,638,487
2Becker Capital Management, Inc.$3,336,859$4,307,884,565$4,307,884,565
3Cable Hill Partners, Llc$376,721$832,820,000$155,318,000$988,138,000
4Confluence Wealth Management Llc$569,718$772,279,810$9,943,485$782,223,295
5Vision Capital Management Inc$585,346$728,170,319$728,170,319
6Jgp Wealth Management, Llc$398,504$628,440,669$628,440,669
7Baker Ellis Asset Management Llc$1,091,173$590,324,664$590,324,664
8Progressive Investment Management Corporation$999,272$446,674,442$446,674,442
9Harfst And Associates, Inc.$349,500$403,479,730$29,900,136$433,379,866
10Keudell Morrison Wealth Management, Llc$314,407$386,165,379$123,802,889$509,968,268
11Rain Capital Management$544,428$353,878,000$353,878,000
12Peregrine Asset Advisers, Inc.$323,232$332,561,526$10,387,535$342,949,061
13Allium Financial Advisors, Llc$1,034,084$252,531,397$17,364,525$269,895,922
14Ascent Capital Management, Llc$293,252$240,791,289$2,314,256$243,105,545
15Etesian Wealth Advisors, Inc.$1,529,412$231,500,000$2,500,000$234,000,000
16Cordant, Inc.$302,436$193,375,787$5,627,250$199,003,037
17Blue Water Wealth$278,912$192,000,000$13,000,000$205,000,000
18Silver Oak Advisory Group$445,026$189,494,032$75,296,183$264,790,215
19Vergepointe Wealth Management, Llc$2,614,685$185,328,384$5,543,640$190,872,024
20Cairn Investment Group$300,229$175,872,592$33,687,037$209,559,629
21Valentine Ventures, Llc$310,804$137,685,982$137,685,982
22Sheppard Wealth Management, Llc$1,058,632$129,153,099$129,153,099
23Summa Global Advisors, Llc$552,658$120,909,207$83,021,605$203,930,812
24Tenbridge Partners Llc$164,481$117,603,812$117,603,812
25Physician Family Financial Advisors Inc$269,344$115,010,054$115,010,054
26Delap Wealth Advisory, Llc$495,329$102,533,136$102,533,136
27Sound Investment Management Inc$1,545,417$156,087,132$156,087,132

Showing 1 to 27 of 27 entries

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For more information about the RIA Data Center, please contact InvestmentNews Data.

Reprints: For reprints of these rankings, please contact Laura Picariello.

*Methodology:InvestmentNews qualified 2,206 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2019. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2018, (2) total AUM is at least $100M, (3) does not have employees who are registered representatives of a broker-dealer, (4) provided investment advisory services to 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 June 5, 2019.