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
51Lesa Sroufe & Company, Inc.$580,769$137,788,782$14,372,699$152,161,481
52Columbia River Advisors, LLC$448,681$425,653,677$16,297,097$441,950,774
53Stolz & Associates, Ps$417,100$116,876,271$17,012,757$133,889,028
54Miller Advisors Inc$462,351$187,916,830$17,367,128$205,283,958
55Leonard Rickey Investment Advisors, P.L.L.C.$237,918$560,430,525$19,850,930$580,281,455
56VESTORY, LLC$207,548$433,424,640$22,351,831$455,776,471
57Ten Capital Wealth Advisors, LLC$354,842$762,866,935$35,173,747$798,040,682
58HBC Financial Services, PLLC$607,445$360,217,071$37,659,152$397,876,223
59Quantum Financial Planning Services, Inc.$199,026$348,632,815$37,876,520$386,509,335
60HART CAPITAL MANAGEMENT, INC.$431,870$394,927,629$38,669,882$433,597,511
61Sovereign Wealth Advisors, Inc.$401,505$239,057,678$40,791,209$279,848,887
62Kaizen Financial Advisors, LLC$347,617$157,462,863$44,502,872$201,965,735
63Fulcrum Capital, LLC$1,852,750$647,424,375$47,356,754$694,781,129
64R.L. Evans Co. Inc.$264,882$109,100,000$60,954,000$170,054,000
65Hohimer Wealth Management, LLC$794,288$620,276,267$62,016,765$682,293,032
66Garde Capital, Inc.$2,716,533$1,217,892,804$83,326,308$1,301,219,112
67Brighton Jones LLC$3,716,222$8,355,071,502$88,185,838$8,443,257,340
68Helmsman Financial Group, LLC$560,380$53,610,175$89,847,023$143,457,198
69EQ, LLC$334,742$271,927,804$96,957,437$368,885,241
70Capital Advisors Wealth Management, LLC$350,081$370,864,559$109,796,500$480,661,059
71PRIVATE ASSET MANAGEMENT INC$526,725$10,638,337$116,302,489$126,940,826
72Ram Investment Partners, LLC$342,524$415,434,597$116,504,857$531,939,454
73Joslin Capital Advisors LLC$694,478$259,718,760$122,938,495$382,657,255
74Martel Wealth Advisors Inc$296,655$692,691,790$123,407,471$816,099,261
75Evergreen Capital Management LLC$1,513,988$2,865,090,036$126,550,823$2,991,640,859
76Auxano Advisors, LLC$628,301$768,343,200$139,551,200$907,894,400
77Ramsey & Associates Inc$728,224$63,550,939$175,306,455$238,857,394
78Oliver Capital Management, Inc.$190,955$31,755,488$238,446,223$270,201,711
79Badgley, Phelps And Bell, Inc.$1,970,268$3,556,880,932$261,498,866$3,818,379,798
80Kutscher Benner Barsness & Stevens, Inc.$617,357$443,261,996$443,261,996
81Moss Adams Wealth Advisors LLC$807,402$2,220,511,241$560,180,550$2,780,691,791
82FILAMENT, LLC$3,805,466$1,255,714,033$749,766,663$2,005,480,696
83McCutchen Group LLC$2,983,988$2,368,881,923$910,520,452$3,279,402,375
84The Clarius Group, LLC$4,140,115$1,630,960,812$1,176,037,304$2,806,998,116
85Laird Norton Wealth Management, LLC$2,115,058$2,992,830,326$1,178,064,124$4,170,894,450
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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.