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 INVESTMENTS$1,744,458$121,000,000,000$121,000,000,000
2BRIGHTON JONES LLC$3,410,072$6,700,909,908$98,773,677$6,799,683,585
3CORNERSTONE ADVISORS INC$947,966$3,960,599,929$3,960,599,929
4BADGLEY PHELPS WEALTH MANAGERS$1,851,502$2,985,482,288$210,209,659$3,195,691,947
5MCCUTCHEN GROUP LLC$3,102,360$2,120,283,620$885,902,985$3,006,186,605
6EVERGREEN CAPITAL MANAGEMENT LLC$1,425,777$2,438,495,365$122,200,776$2,560,696,141
7THE CLARIUS GROUP, LLC$3,590,416$1,367,396,981$671,959,108$2,039,356,089
8FILAMENT, LLC$3,805,466$1,255,714,033$749,766,663$2,005,480,696
9LAIRD NORTON WEALTH MANAGEMENT$1,256,300$1,499,434,619$270,692,417$1,770,127,036
10BRISTLECONE ADVISORS LLC$1,667,223$1,333,778,076$1,333,778,076
11PARACLE ADVISORS LLC$760,839$1,229,155,778$4,925,299$1,234,081,077
12GARDE CAPITAL, INC.$2,284,497$1,041,873,000$34,125,000$1,075,998,000
13PARCION PRIVATE WEALTH LLC$1,178,721$1,052,598,234$1,052,598,234
14TRADEWINDS CAPITAL MANAGEMENT, LLC$255,682$920,710,396$920,710,396
15HIGHLAND PRIVATE WEALTH MANAGEMENT$826,727$786,924,700$29,881,938$816,806,638
16AUXANO ADVISORS$568,037$580,443,900$129,033,800$709,477,700
17MARTEL WEALTH ADVISORS INC$268,614$589,519,621$104,041,125$693,560,746
18FIRST PACIFIC FINANCIAL, INC.$285,489$683,174,366$683,174,366
19NEWFOCUS FINANCIAL GROUP, LLC$380,186$602,974,548$602,974,548
20HOHIMER WEALTH MANAGEMENT, LLC$913,319$517,646,457$52,264,867$569,911,324
21LEONARD RICKEY INVESTMENT ADVISORS, P.L.L.C.$221,142$493,781,168$16,836,097$510,617,265
22180 WEALTH ADVISORS, LLC$285,714$335,097,710$142,902,290$478,000,000
23JAMES R. MARTIN CONSULTING, INC$678,622$460,784,097$460,784,097
24VESTORY, LLC$207,548$433,424,640$22,351,831$455,776,471
25AVIER WEALTH ADVISORS$327,167$398,129,060$55,979,133$454,108,193
26TEN CAPITAL WEALTH ADVISORS, LLC$296,032$423,817,260$28,518,960$452,336,220
27CAPITAL PLANNING LLC$337,953$432,287,483$2,320,555$434,608,038
28HART CAPITAL MANAGEMENT, INC.$431,870$394,927,629$38,669,882$433,597,511
29FINANCIAL INSIGHTS INC$601,962$426,188,937$426,188,937
30MCILRATH & ECK, LLC$182,877$397,208,133$397,208,133
31KUTSCHER BENNER BARSNESS & STEVENS, INC.$630,744$385,384,487$385,384,487
32PERSONAL INVESTMENT MANAGEMENT INC$420,719$382,433,546$382,433,546
33PRIVATE ADVISORY GROUP LLC$374,093$365,357,250$2,376,000$367,733,250
34COLUMBIA RIVER ADVISORS$374,255$349,327,360$15,945,690$365,273,050
35HBC FINANCIAL SERVICES, PLLC$571,963$331,285,896$32,482,871$363,768,767
36EXECUTIVE WEALTH GROUP, LLC$1,590,215$353,027,792$353,027,792
37JOSLIN CAPITAL ADVISORS LLC$646,115$234,653,515$112,956,615$347,610,130
38HARBOUR INVESTMENT MANAGEMENT L.L.C.$704,502$345,206,026$345,206,026
39QUANTUM FINANCIAL PLANNING SERVICES, INC.$185,771$302,376,637$32,754,012$335,130,649
40TRELLIS ADVISORS, LLC$311,694$324,890,122$3,947,493$328,837,615
41NORTHERN CAPITAL MANAGEMENT, INC.$189,661$326,881,141$662,654$327,543,795
42CONWAY JARVIS LLC$1,387,931$322,000,000$322,000,000
43TALBOT FINANCIAL, LLC$1,590,481$321,078,631$198,500$321,277,131
44EMERALD ADVISORS, LLC$1,117,057$311,658,921$311,658,921
45SECURITY FIRST ADVISORS$234,873$297,349,257$297,349,257
46ROBINSWOOD FINANCIAL$264,701$281,025,403$1,675,716$282,701,119
47EQ WEALTH MANAGEMENT$319,783$191,685,702$81,728,615$273,414,317
48BELLEVUE ASSET MANAGEMENT, LLC$461,765$261,820,715$261,820,715
49CHANEY CAPITAL MANAGEMENT INC.$879,620$247,173,340$247,173,340
50SOUNDVIEW ADVISORS$264,947$240,148,560$6,251,854$246,400,414
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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.