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
1KUTSCHER BENNER BARSNESS & STEVENS, INC.$630,744$385,384,487$385,384,487
2SECURITY FIRST ADVISORS$234,873$297,349,257$297,349,257
3PRIVATE ASSET MANAGEMENT INC$526,725$10,638,337$116,302,489$126,940,826
4HELMSMAN FINANCIAL GROUP, LLC$506,169$50,522,410$78,550,670$129,073,080
5RAMSEY & ASSOCIATES INC$671,897$62,199,166$162,886,318$225,085,484
6STOLZ & ASSOCIATES, PS$385,400$103,838,748$12,552,105$116,390,853
7EVANS CAPITAL MANAGEMENT ASSOCIATES$264,882$109,100,000$60,954,000$170,054,000
8BHJ WEALTH ADVISORS$430,984$114,210,681$114,210,681
9FORT VANCOUVER INVESTMENT MANAGEMENT, LLC$247,383$117,012,129$117,012,129
10ASSET PLANNING & MANAGEMENT, INC.$1,465,827$117,266,150$117,266,150
11DENTAL WEALTH ADVISORS, LLC$287,897$122,356,229$122,356,229
12KAUFMAN KAMPE ADVISORS$421,018$128,410,391$128,410,391
13KAIZEN FINANCIAL ADVISORS, LLC$1,112,110$144,049,215$1,637,138$145,686,353
14MOSER WEALTH ADVISORS$409,024$151,338,747$151,338,747
15AGATE PASS INVESTMENT, LLC$653,946$156,292,987$156,292,987
16SENESCHAL ADVISORS, LLC$373,305$161,267,780$161,267,780
17LESA SROUFE & COMPANY, INC.$625,914$162,224,163$20,542,695$182,766,858
18HAMRICK INVESTMENT COUNSEL, LLC$1,240,489$163,744,508$163,744,508
19WAYFINDING FINANCIAL, LLC$193,158$169,399,605$169,399,605
20BREAKWATER INVESTMENT MANAGEMENT$373,429$172,150,691$172,150,691
21BEAR MOUNTAIN CAPITAL INC.$290,032$182,829,584$760,416$183,590,000
22MILLER ADVISORS, INC.$393,969$189,622,657$14,847,254$204,469,911
23EQ WEALTH MANAGEMENT$319,783$191,685,702$81,728,615$273,414,317
24SOVEREIGN WEALTH ADVISORS, INC.$361,619$196,154,990$33,473,219$229,628,209
25UNIONVIEW WEALTH PARTNERS$535,236$198,369,213$2,879,497$201,248,710
26S. R. SCHILL & ASSOCIATES INC.$359,009$199,360,783$966,248$200,327,031
27BOGDANOVICH WEALTH MANAGEMENT PLLC$1,382,523$219,821,159$219,821,159
28JOSLIN CAPITAL ADVISORS LLC$646,115$234,653,515$112,956,615$347,610,130
29SOUNDVIEW ADVISORS$264,947$240,148,560$6,251,854$246,400,414
30CHANEY CAPITAL MANAGEMENT INC.$879,620$247,173,340$247,173,340
31BELLEVUE ASSET MANAGEMENT, LLC$461,765$261,820,715$261,820,715
32ROBINSWOOD FINANCIAL$264,701$281,025,403$1,675,716$282,701,119
33QUANTUM FINANCIAL PLANNING SERVICES, INC.$185,771$302,376,637$32,754,012$335,130,649
34EMERALD ADVISORS, LLC$1,117,057$311,658,921$311,658,921
35TALBOT FINANCIAL, LLC$1,590,481$321,078,631$198,500$321,277,131
36CONWAY JARVIS LLC$1,387,931$322,000,000$322,000,000
37TRELLIS ADVISORS, LLC$311,694$324,890,122$3,947,493$328,837,615
38NORTHERN CAPITAL MANAGEMENT, INC.$189,661$326,881,141$662,654$327,543,795
39HBC FINANCIAL SERVICES, PLLC$571,963$331,285,896$32,482,871$363,768,767
40180 WEALTH ADVISORS, LLC$285,714$335,097,710$142,902,290$478,000,000
41HARBOUR INVESTMENT MANAGEMENT L.L.C.$704,502$345,206,026$345,206,026
42COLUMBIA RIVER ADVISORS$374,255$349,327,360$15,945,690$365,273,050
43EXECUTIVE WEALTH GROUP, LLC$1,590,215$353,027,792$353,027,792
44PRIVATE ADVISORY GROUP LLC$374,093$365,357,250$2,376,000$367,733,250
45PERSONAL INVESTMENT MANAGEMENT INC$420,719$382,433,546$382,433,546
46HART CAPITAL MANAGEMENT, INC.$431,870$394,927,629$38,669,882$433,597,511
47MCILRATH & ECK, LLC$182,877$397,208,133$397,208,133
48AVIER WEALTH ADVISORS$327,167$398,129,060$55,979,133$454,108,193
49TEN CAPITAL WEALTH ADVISORS, LLC$296,032$423,817,260$28,518,960$452,336,220
50FINANCIAL INSIGHTS INC$601,962$426,188,937$426,188,937
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Showing 1 to 50 of 74 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.