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
1Fisher Asset Management, LLC$957,512$160,000,000,000$160,000,000,000
2Brighton Jones LLC$3,716,222$8,355,071,502$88,185,838$8,443,257,340
3CORNERSTONE ADVISORS INC$947,966$3,960,599,929$3,960,599,929
4Badgley, Phelps And Bell, Inc.$1,970,268$3,556,880,932$261,498,866$3,818,379,798
5Laird Norton Wealth Management, LLC$2,115,058$2,992,830,326$1,178,064,124$4,170,894,450
6Evergreen Capital Management LLC$1,513,988$2,865,090,036$126,550,823$2,991,640,859
7McCutchen Group LLC$2,983,988$2,368,881,923$910,520,452$3,279,402,375
8Moss Adams Wealth Advisors LLC$807,402$2,220,511,241$560,180,550$2,780,691,791
9The Clarius Group, LLC$4,140,115$1,630,960,812$1,176,037,304$2,806,998,116
10Bristlecone Advisors LLC$1,660,195$1,525,719,576$1,525,719,576
11Parcion Private Wealth LLC$1,695,894$1,521,216,909$1,521,216,909
12Paracle Advisors LLC$797,891$1,404,742,363$5,131,623$1,409,873,986
13FILAMENT, LLC$3,805,466$1,255,714,033$749,766,663$2,005,480,696
14Garde Capital, Inc.$2,716,533$1,217,892,804$83,326,308$1,301,219,112
15Highland Private Wealth Management$896,548$1,013,781,432$8,282,963$1,022,064,395
16Tradewinds Capital Management, LLC$260,281$1,009,631,757$1,009,631,757
17First Pacific Financial, Inc.$316,683$841,111,158$841,111,158
18Auxano Advisors, LLC$628,301$768,343,200$139,551,200$907,894,400
19Ten Capital Wealth Advisors, LLC$354,842$762,866,935$35,173,747$798,040,682
20Financial Plan, Inc.$245,530$713,018,175$713,018,175
21Martel Wealth Advisors Inc$296,655$692,691,790$123,407,471$816,099,261
22Fulcrum Capital, LLC$1,852,750$647,424,375$47,356,754$694,781,129
23Hohimer Wealth Management, LLC$794,288$620,276,267$62,016,765$682,293,032
24NEWFOCUS FINANCIAL GROUP, LLC$380,186$602,974,548$602,974,548
25Leonard Rickey Investment Advisors, P.L.L.C.$237,918$560,430,525$19,850,930$580,281,455
26Mars Jewett Financial Group, Inc.$345,255$496,322,864$1,535,506$497,858,370
27Capital Planning LLC$399,868$493,781,639$1,655,228$495,436,867
28Personal Investment Management Inc$391,981$487,623,800$487,623,800
29Private Advisory Group LLC$437,780$475,899,456$843,000$476,742,456
30Financial Insights Inc$644,138$461,846,811$461,846,811
31VESTORY, LLC$207,548$433,424,640$22,351,831$455,776,471
32James R. Martin Consulting, Inc. Dba Jrm Capital Management$633,207$429,314,243$429,314,243
33Columbia River Advisors, LLC$448,681$425,653,677$16,297,097$441,950,774
34Ram Investment Partners, LLC$342,524$415,434,597$116,504,857$531,939,454
35HART CAPITAL MANAGEMENT, INC.$431,870$394,927,629$38,669,882$433,597,511
36Executive Wealth Group, LLC$1,765,118$391,856,299$391,856,299
37CJ Partners LLC$1,609,053$391,000,000$391,000,000
38Trellis Advisors, LLC$355,650$390,599,487$3,460,392$394,059,879
39Emerald Advisors, LLC$886,944$379,112,091$1,387,067$380,499,158
40Capital Advisors Wealth Management, LLC$350,081$370,864,559$109,796,500$480,661,059
41Harbour Investment Management L.L.C.$730,079$365,039,380$365,039,380
42HBC Financial Services, PLLC$607,445$360,217,071$37,659,152$397,876,223
43Quantum Financial Planning Services, Inc.$199,026$348,632,815$37,876,520$386,509,335
44Northern Capital Management, Inc.$198,482$341,192,244$395,091$341,587,335
45Robinswood Financial LLC$306,534$334,223,205$2,657,276$336,880,481
46Lakeside Advisors Inc$554,927$326,063,560$9,667,082$335,730,642
47TALBOT FINANCIAL, LLC$1,590,481$321,078,631$198,500$321,277,131
48Bellevue Asset Management, LLC$504,768$296,803,634$296,803,634
49Chaney Capital Management Inc.$315,127$283,299,003$283,299,003
50Soundview Advisors, Inc.$300,549$276,447,038$6,369,252$282,816,290
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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.