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 | TENBRIDGE PARTNERS LLC | $164,481 | $117,603,812 | — | $117,603,812 |
| 2 | SMB Financial Services, Inc. | $170,995 | $128,965,331 | $7,317,522 | $136,282,853 |
| 3 | Wealth Advisors Northwest LLC | $172,717 | $125,813,592 | $4,933,092 | $130,746,684 |
| 4 | CWC Advisors, LLC | $234,690 | $118,849,004 | $3,659,212 | $122,508,216 |
| 5 | Von Borstel & Associates, Inc. | $237,324 | $385,414,432 | — | $385,414,432 |
| 6 | Horst & Graben Wealth Management, LLC | $243,930 | $446,877,628 | $96,355,112 | $543,232,740 |
| 7 | Welch Investment Group, LLC | $250,401 | $180,038,322 | — | $180,038,322 |
| 8 | Grange Capital, LLC | $265,178 | $107,685,000 | $2,629,000 | $110,314,000 |
| 9 | Capstone Wealth Management Group, LLC | $269,380 | $148,100,699 | $32,383,796 | $180,484,495 |
| 10 | BLUE WATER WEALTH | $278,912 | $192,000,000 | $13,000,000 | $205,000,000 |
| 11 | Koenig Investment Advisory, LLC | $282,977 | $199,781,708 | — | $199,781,708 |
| 12 | VALENTINE VENTURES, LLC | $310,804 | $137,685,982 | — | $137,685,982 |
| 13 | Cordant, Inc. | $312,116 | $217,762,241 | $6,024,761 | $223,787,002 |
| 14 | KOENIG INVESTMENT ADVISORY, LLC | $318,273 | $183,007,038 | — | $183,007,038 |
| 15 | Cairn Investment Group, Inc. | $319,543 | $179,038,921 | $38,569,522 | $217,608,443 |
| 16 | Tru Independence Asset Management 2 | $320,938 | $140,249,842 | — | $140,249,842 |
| 17 | Keudell Morrison Wealth Management, LLC | $336,873 | $450,559,746 | $108,649,211 | $559,208,957 |
| 18 | 44 Wealth Management LLC | $347,626 | $363,964,862 | — | $363,964,862 |
| 19 | HARFST AND ASSOCIATES, INC. | $349,500 | $403,479,730 | $29,900,136 | $433,379,866 |
| 20 | Capital Financial Planners, LLC | $357,724 | $186,016,363 | — | $186,016,363 |
| 21 | Sheppard Wealth Management, LLC | $380,545 | $124,244,299 | $18,079,593 | $142,323,892 |
| 22 | Provest Capital Management LLC | $383,921 | $110,683,420 | $11,019,496 | $121,702,916 |
| 23 | Ascent Capital Management, LLC | $404,553 | $328,944,907 | $6,429,798 | $335,374,705 |
| 24 | JGP Wealth Management, LLC | $411,355 | $747,021,315 | — | $747,021,315 |
| 25 | Silver Oak Advisory Group, Inc. | $480,257 | $211,492,673 | $83,385,118 | $294,877,791 |
| 26 | Sittner & Nelson, LLC | $488,675 | $572,004,625 | $16,849,050 | $588,853,675 |
| 27 | Cable Hill Partners, LLC | $538,379 | $1,018,738,550 | $184,000,000 | $1,202,738,550 |
| 28 | CONFLUENCE WEALTH MANAGEMENT LLC | $569,718 | $772,279,810 | $9,943,485 | $782,223,295 |
| 29 | Rain Capital Management, LLC | $575,573 | $377,000,000 | — | $377,000,000 |
| 30 | Vision Capital Management, Inc. | $663,941 | $864,451,314 | — | $864,451,314 |
| 31 | Summa Global Advisors, LLC | $670,895 | $136,868,301 | $109,350,173 | $246,218,474 |
| 32 | Delap Wealth Advisory, LLC | $703,075 | $140,615,057 | — | $140,615,057 |
| 33 | Allium Financial Advisors, LLC | $714,764 | $333,498,940 | $4,584,296 | $338,083,236 |
| 34 | Vista Capital Partners, Inc. | $780,456 | $1,881,679,753 | — | $1,881,679,753 |
| 35 | True North Retirement Advisors, LLC | $976,993 | $263,930,816 | $27,213,115 | $291,143,931 |
| 36 | The H Group Washington, Inc. | $977,506 | $147,603,399 | — | $147,603,399 |
| 37 | PROGRESSIVE INVESTMENT MANAGEMENT CORPORATION | $999,272 | $446,674,442 | — | $446,674,442 |
| 38 | Peregrine Asset Advisers, Inc. | $1,015,744 | $373,322,433 | $3,518,670 | $376,841,103 |
| 39 | BAKER ELLIS ASSET MANAGEMENT LLC | $1,091,173 | $590,324,664 | — | $590,324,664 |
| 40 | Etesian Wealth Advisors, Inc. | $1,391,714 | $264,709,008 | $2,500,000 | $267,209,008 |
| 41 | Sound Investment Management Inc | $1,623,784 | — | $165,625,974 | $165,625,974 |
| 42 | Ferguson Wellman Capital Management, Inc. | $2,051,730 | $6,854,828,294 | — | $6,854,828,294 |
| 43 | Vergepointe Wealth Management, LLC | $2,532,604 | $211,185,311 | $6,618,603 | $217,803,914 |
| 44 | Becker Capital Management Inc | $2,562,018 | $3,574,014,983 | — | $3,574,014,983 |
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 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.
