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
1BHJ WEALTH ADVISORS$430,984$114,210,681$114,210,681
2STOLZ & ASSOCIATES, PS$385,400$103,838,748$12,552,105$116,390,853
3FORT VANCOUVER INVESTMENT MANAGEMENT, LLC$247,383$117,012,129$117,012,129
4ASSET PLANNING & MANAGEMENT, INC.$1,465,827$117,266,150$117,266,150
5DENTAL WEALTH ADVISORS, LLC$287,897$122,356,229$122,356,229
6PRIVATE ASSET MANAGEMENT INC$526,725$10,638,337$116,302,489$126,940,826
7KAUFMAN KAMPE ADVISORS$421,018$128,410,391$128,410,391
8HELMSMAN FINANCIAL GROUP, LLC$506,169$50,522,410$78,550,670$129,073,080
9KAIZEN FINANCIAL ADVISORS, LLC$1,112,110$144,049,215$1,637,138$145,686,353
10MOSER WEALTH ADVISORS$409,024$151,338,747$151,338,747
11AGATE PASS INVESTMENT, LLC$653,946$156,292,987$156,292,987
12SENESCHAL ADVISORS, LLC$373,305$161,267,780$161,267,780
13HAMRICK INVESTMENT COUNSEL, LLC$1,240,489$163,744,508$163,744,508
14WAYFINDING FINANCIAL, LLC$193,158$169,399,605$169,399,605
15EVANS CAPITAL MANAGEMENT ASSOCIATES$264,882$109,100,000$60,954,000$170,054,000
16BREAKWATER INVESTMENT MANAGEMENT$373,429$172,150,691$172,150,691
17LESA SROUFE & COMPANY, INC.$625,914$162,224,163$20,542,695$182,766,858
18BEAR MOUNTAIN CAPITAL INC.$290,032$182,829,584$760,416$183,590,000
19S. R. SCHILL & ASSOCIATES INC.$359,009$199,360,783$966,248$200,327,031
20UNIONVIEW WEALTH PARTNERS$535,236$198,369,213$2,879,497$201,248,710
21MILLER ADVISORS, INC.$393,969$189,622,657$14,847,254$204,469,911
22BOGDANOVICH WEALTH MANAGEMENT PLLC$1,382,523$219,821,159$219,821,159
23RAMSEY & ASSOCIATES INC$671,897$62,199,166$162,886,318$225,085,484
24SOVEREIGN WEALTH ADVISORS, INC.$361,619$196,154,990$33,473,219$229,628,209
25SOUNDVIEW ADVISORS$264,947$240,148,560$6,251,854$246,400,414
26CHANEY CAPITAL MANAGEMENT INC.$879,620$247,173,340$247,173,340
27BELLEVUE ASSET MANAGEMENT, LLC$461,765$261,820,715$261,820,715
28EQ WEALTH MANAGEMENT$319,783$191,685,702$81,728,615$273,414,317
29ROBINSWOOD FINANCIAL$264,701$281,025,403$1,675,716$282,701,119
30SECURITY FIRST ADVISORS$234,873$297,349,257$297,349,257
31EMERALD ADVISORS, LLC$1,117,057$311,658,921$311,658,921
32TALBOT FINANCIAL, LLC$1,590,481$321,078,631$198,500$321,277,131
33CONWAY JARVIS LLC$1,387,931$322,000,000$322,000,000
34NORTHERN CAPITAL MANAGEMENT, INC.$189,661$326,881,141$662,654$327,543,795
35TRELLIS ADVISORS, LLC$311,694$324,890,122$3,947,493$328,837,615
36QUANTUM FINANCIAL PLANNING SERVICES, INC.$185,771$302,376,637$32,754,012$335,130,649
37HARBOUR INVESTMENT MANAGEMENT L.L.C.$704,502$345,206,026$345,206,026
38JOSLIN CAPITAL ADVISORS LLC$646,115$234,653,515$112,956,615$347,610,130
39EXECUTIVE WEALTH GROUP, LLC$1,590,215$353,027,792$353,027,792
40HBC FINANCIAL SERVICES, PLLC$571,963$331,285,896$32,482,871$363,768,767
41COLUMBIA RIVER ADVISORS$374,255$349,327,360$15,945,690$365,273,050
42PRIVATE ADVISORY GROUP LLC$374,093$365,357,250$2,376,000$367,733,250
43PERSONAL INVESTMENT MANAGEMENT INC$420,719$382,433,546$382,433,546
44KUTSCHER BENNER BARSNESS & STEVENS, INC.$630,744$385,384,487$385,384,487
45MCILRATH & ECK, LLC$182,877$397,208,133$397,208,133
46FINANCIAL INSIGHTS INC$601,962$426,188,937$426,188,937
47HART CAPITAL MANAGEMENT, INC.$431,870$394,927,629$38,669,882$433,597,511
48CAPITAL PLANNING LLC$337,953$432,287,483$2,320,555$434,608,038
49TEN CAPITAL WEALTH ADVISORS, LLC$296,032$423,817,260$28,518,960$452,336,220
50AVIER WEALTH ADVISORS$327,167$398,129,060$55,979,133$454,108,193
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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 Sabrina Straub.

*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.