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
2CORNERSTONE ADVISORS INC$947,966$3,960,599,929$3,960,599,929
3Hamrick Investment Counsel, LLC$965,513$219,171,346$219,171,346
4Executive Wealth Group, LLC$1,765,118$391,856,299$391,856,299
5CJ Partners LLC$1,609,053$391,000,000$391,000,000
6Dental Wealth Advisors, LLC$334,891$125,249,405$125,249,405
7Harbour Investment Management L.L.C.$730,079$365,039,380$365,039,380
8Breakwater Investment Management, LLC$738,257$191,208,464$191,208,464
9Jeffrey Jay Bogdanovich$1,473,835$225,496,783$225,496,783
10Brooks, Hughes & Jones, Inc.$542,256$142,071,013$142,071,013
11Bellevue Asset Management, LLC$504,768$296,803,634$296,803,634
12Waycross Investment Management Company$1,053,401$134,835,353$134,835,353
13Kaufman Kampe Advisors LLC$475,622$154,577,200$154,577,200
14Bristlecone Advisors LLC$1,660,195$1,525,719,576$1,525,719,576
15James R. Martin Consulting, Inc. Dba Jrm Capital Management$633,207$429,314,243$429,314,243
16Chaney Capital Management Inc.$315,127$283,299,003$283,299,003
17Parcion Private Wealth LLC$1,695,894$1,521,216,909$1,521,216,909
18Financial Plan, Inc.$245,530$713,018,175$713,018,175
19Tradewinds Capital Management, LLC$260,281$1,009,631,757$1,009,631,757
20First Pacific Financial, Inc.$316,683$841,111,158$841,111,158
21Epic Trust Investment Advisors LLC$111,415$128,461,837$128,461,837
22NEWFOCUS FINANCIAL GROUP, LLC$380,186$602,974,548$602,974,548
23Personal Investment Management Inc$391,981$487,623,800$487,623,800
24Financial Insights Inc$644,138$461,846,811$461,846,811
25Barker Wealth Management, LLC$642,060$110,434,260$110,434,260
26Seneschal Advisors, LLC$388,782$191,669,405$191,669,405
27The Planner'S Edge LLC$583,245$127,147,487$127,147,487
28Buckley Investment Group, LLC$390,738$114,095,579$114,095,579
29My Personal CFO, LLC$1,130,843$141,355,357$141,355,357
30Agate Pass Investment Management, LLC$707,015$180,288,735$180,288,735
31ASSET PLANNING & MANAGEMENT, INC.$1,465,827$117,266,150$117,266,150
32Moser Wealth Advisors, LLC$420,285$181,983,230$181,983,230
33Fort Vancouver Investment Management, LLC$295,276$140,256,234$140,256,234
34TALBOT FINANCIAL, LLC$1,590,481$321,078,631$198,500$321,277,131
35Northern Capital Management, Inc.$198,482$341,192,244$395,091$341,587,335
36Bear Mountain Capital Inc.$331,478$222,912,580$835,315$223,747,895
37Private Advisory Group LLC$437,780$475,899,456$843,000$476,742,456
38Emerald Advisors, LLC$886,944$379,112,091$1,387,067$380,499,158
39Mars Jewett Financial Group, Inc.$345,255$496,322,864$1,535,506$497,858,370
40Capital Planning LLC$399,868$493,781,639$1,655,228$495,436,867
41Wayfinding Financial, LLC$260,258$228,974,655$2,655,266$231,629,921
42Robinswood Financial LLC$306,534$334,223,205$2,657,276$336,880,481
43S. R. Schill & Associates Inc.$407,213$228,318,118$2,978,733$231,296,851
44Unionview, LLC$516,177$226,609,076$3,089,845$229,698,921
45Trellis Advisors, LLC$355,650$390,599,487$3,460,392$394,059,879
46Paracle Advisors LLC$797,891$1,404,742,363$5,131,623$1,409,873,986
47Jarvis Financial Services, Inc.$330,860$191,000,000$5,200,000$196,200,000
48Soundview Advisors, Inc.$300,549$276,447,038$6,369,252$282,816,290
49Highland Private Wealth Management$896,548$1,013,781,432$8,282,963$1,022,064,395
50Lakeside Advisors Inc$554,927$326,063,560$9,667,082$335,730,642
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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.