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 | SHEPPARD WEALTH MANAGEMENT, LLC | $1,058,632 | $129,153,099 | — | $129,153,099 |
| 2 | VISION CAPITAL MANAGEMENT INC | $585,346 | $728,170,319 | — | $728,170,319 |
| 3 | DELAP WEALTH ADVISORY, LLC | $495,329 | $102,533,136 | — | $102,533,136 |
| 4 | RAIN CAPITAL MANAGEMENT | $544,428 | $353,878,000 | — | $353,878,000 |
| 5 | JGP WEALTH MANAGEMENT, LLC | $398,504 | $628,440,669 | — | $628,440,669 |
| 6 | TENBRIDGE PARTNERS LLC | $164,481 | $117,603,812 | — | $117,603,812 |
| 7 | BECKER CAPITAL MANAGEMENT, INC. | $3,336,859 | $4,307,884,565 | — | $4,307,884,565 |
| 8 | PROGRESSIVE INVESTMENT MANAGEMENT CORPORATION | $999,272 | $446,674,442 | — | $446,674,442 |
| 9 | BAKER ELLIS ASSET MANAGEMENT LLC | $1,091,173 | $590,324,664 | — | $590,324,664 |
| 10 | VALENTINE VENTURES, LLC | $310,804 | $137,685,982 | — | $137,685,982 |
| 11 | KOENIG INVESTMENT ADVISORY, LLC | $318,273 | $183,007,038 | — | $183,007,038 |
| 12 | FERGUSON WELLMAN CAPITAL MANAGEMENT, INC. | $1,888,986 | $5,961,638,487 | — | $5,961,638,487 |
| 13 | ASCENT CAPITAL MANAGEMENT, LLC | $293,252 | $240,791,289 | $2,314,256 | $243,105,545 |
| 14 | ETESIAN WEALTH ADVISORS, INC. | $1,529,412 | $231,500,000 | $2,500,000 | $234,000,000 |
| 15 | VERGEPOINTE WEALTH MANAGEMENT, LLC | $2,614,685 | $185,328,384 | $5,543,640 | $190,872,024 |
| 16 | CORDANT, INC. | $302,436 | $193,375,787 | $5,627,250 | $199,003,037 |
| 17 | SMB FINANCIAL SERVICES, INC. | $152,344 | $112,095,752 | $5,818,838 | $117,914,590 |
| 18 | CONFLUENCE WEALTH MANAGEMENT LLC | $569,718 | $772,279,810 | $9,943,485 | $782,223,295 |
| 19 | PEREGRINE ASSET ADVISERS, INC. | $323,232 | $332,561,526 | $10,387,535 | $342,949,061 |
| 20 | BLUE WATER WEALTH | $278,912 | $192,000,000 | $13,000,000 | $205,000,000 |
| 21 | ALLIUM FINANCIAL ADVISORS, LLC | $1,034,084 | $252,531,397 | $17,364,525 | $269,895,922 |
| 22 | HARFST AND ASSOCIATES, INC. | $349,500 | $403,479,730 | $29,900,136 | $433,379,866 |
| 23 | CAIRN INVESTMENT GROUP | $300,229 | $175,872,592 | $33,687,037 | $209,559,629 |
| 24 | SILVER OAK ADVISORY GROUP | $445,026 | $189,494,032 | $75,296,183 | $264,790,215 |
| 25 | SUMMA GLOBAL ADVISORS, LLC | $552,658 | $120,909,207 | $83,021,605 | $203,930,812 |
| 26 | KEUDELL MORRISON WEALTH MANAGEMENT, LLC | $314,407 | $386,165,379 | $123,802,889 | $509,968,268 |
| 27 | CABLE HILL PARTNERS, LLC | $376,721 | $832,820,000 | $155,318,000 | $988,138,000 |
| 28 | SOUND INVESTMENT MANAGEMENT INC | $1,545,417 | — | $156,087,132 | $156,087,132 |
Showing 1 to 28 of 28 entries
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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 Data.
Reprints: For reprints of these rankings, please contact Sabrina Straub.
*Methodology:InvestmentNews qualified firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2020. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2019, (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) nor one who is an insurance company or agency.
Database last updated on June, 2020.
