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.$2,051,730$6,854,828,294$6,854,828,294
2Becker Capital Management Inc$2,562,018$3,574,014,983$3,574,014,983
3Vista Capital Partners, Inc.$780,456$1,881,679,753$1,881,679,753
4Cable Hill Partners, LLC$538,379$1,018,738,550$184,000,000$1,202,738,550
5Vision Capital Management, Inc.$663,941$864,451,314$864,451,314
6CONFLUENCE WEALTH MANAGEMENT LLC$569,718$772,279,810$9,943,485$782,223,295
7JGP Wealth Management, LLC$411,355$747,021,315$747,021,315
8BAKER ELLIS ASSET MANAGEMENT LLC$1,091,173$590,324,664$590,324,664
9Sittner & Nelson, LLC$488,675$572,004,625$16,849,050$588,853,675
10Keudell Morrison Wealth Management, LLC$336,873$450,559,746$108,649,211$559,208,957
11Horst & Graben Wealth Management, LLC$243,930$446,877,628$96,355,112$543,232,740
12PROGRESSIVE INVESTMENT MANAGEMENT CORPORATION$999,272$446,674,442$446,674,442
13HARFST AND ASSOCIATES, INC.$349,500$403,479,730$29,900,136$433,379,866
14Von Borstel & Associates, Inc.$237,324$385,414,432$385,414,432
15Rain Capital Management, LLC$575,573$377,000,000$377,000,000
16Peregrine Asset Advisers, Inc.$1,015,744$373,322,433$3,518,670$376,841,103
1744 Wealth Management LLC$347,626$363,964,862$363,964,862
18Allium Financial Advisors, LLC$714,764$333,498,940$4,584,296$338,083,236
19Ascent Capital Management, LLC$404,553$328,944,907$6,429,798$335,374,705
20Silver Oak Advisory Group, Inc.$480,257$211,492,673$83,385,118$294,877,791
21True North Retirement Advisors, LLC$976,993$263,930,816$27,213,115$291,143,931
22Etesian Wealth Advisors, Inc.$1,391,714$264,709,008$2,500,000$267,209,008
23Summa Global Advisors, LLC$670,895$136,868,301$109,350,173$246,218,474
24Cordant, Inc.$312,116$217,762,241$6,024,761$223,787,002
25Vergepointe Wealth Management, LLC$2,532,604$211,185,311$6,618,603$217,803,914
26Cairn Investment Group, Inc.$319,543$179,038,921$38,569,522$217,608,443
27BLUE WATER WEALTH$278,912$192,000,000$13,000,000$205,000,000
28Koenig Investment Advisory, LLC$282,977$199,781,708$199,781,708
29Capital Financial Planners, LLC$357,724$186,016,363$186,016,363
30KOENIG INVESTMENT ADVISORY, LLC$318,273$183,007,038$183,007,038
31Capstone Wealth Management Group, LLC$269,380$148,100,699$32,383,796$180,484,495
32Welch Investment Group, LLC$250,401$180,038,322$180,038,322
33Sound Investment Management Inc$1,623,784$165,625,974$165,625,974
34The H Group Washington, Inc.$977,506$147,603,399$147,603,399
35Sheppard Wealth Management, LLC$380,545$124,244,299$18,079,593$142,323,892
36Delap Wealth Advisory, LLC$703,075$140,615,057$140,615,057
37Tru Independence Asset Management 2$320,938$140,249,842$140,249,842
38VALENTINE VENTURES, LLC$310,804$137,685,982$137,685,982
39SMB Financial Services, Inc.$170,995$128,965,331$7,317,522$136,282,853
40Wealth Advisors Northwest LLC$172,717$125,813,592$4,933,092$130,746,684
41CWC Advisors, LLC$234,690$118,849,004$3,659,212$122,508,216
42Provest Capital Management LLC$383,921$110,683,420$11,019,496$121,702,916
43TENBRIDGE PARTNERS LLC$164,481$117,603,812$117,603,812
44Grange Capital, LLC$265,178$107,685,000$2,629,000$110,314,000

Showing 1 to 44 of 44 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 Carline Murphy.

*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.