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
1Evans Capital Management Associates$284,884$108,000,000$39,000,000$147,000,000
2Kaufman Kampe Advisors$393,952$109,124,626$109,124,626
3Fort Vancouver Investment Management, Llc$741,822$110,531,461$110,531,461
4Madison Park Capital Advisors$165,224$131,441,933$8,172,161$139,614,094
5Seneschal Advisors, Llc$281,528$138,511,768$138,511,768
6Bear Mountain Capital Inc.$269,656$155,404,000$727,000$156,131,000
7Miller Advisors, Inc.$339,793$166,499,036$9,853,406$176,352,442
8Dental Wealth Advisors, Llc$287,352$189,652,062$189,652,062
9Chaney Capital Management Inc.$238,824$203,000,000$203,000,000
10Bellevue Asset Management, Llc$370,701$212,040,932$212,040,932
11Robinswood Financial$266,623$272,011,165$2,344,402$274,355,567
12180 Wealth Advisors, Llc$184,104$275,395,565$87,841,444$363,237,009
13Northern Capital Management, Inc.$162,014$280,842,393$576,138$281,418,531
14Quantum Financial Planning Services, Inc.$179,150$290,375,608$26,540,008$316,915,616
15Harbour Investment Management L.L.C.$657,264$290,510,784$290,510,784
16Hart Capital Management, Inc.$346,277$331,391,601$32,199,634$363,591,235
17Personal Investment Management Inc$368,116$347,501,297$347,501,297
18Financial Insights Inc$566,105$366,591,409$1,376,605$367,968,014
19James R. Martin Consulting, Inc$650,181$386,207,585$386,207,585
20Avier Wealth Advisors$282,671$401,768,173$26,760,537$428,528,710
21Leonard Rickey Investment Advisors, P.L.L.C.$205,882$428,906,867$15,798,298$444,705,165
22Auxano Advisors$490,702$448,367,100$121,338,400$569,705,500
23Martel Wealth Advisors Inc$224,426$490,324,095$75,004,125$565,328,220
24Viridian Ria, LLC$246,794$490,830,487$55,323,710$546,154,197
25Hohimer Wealth Management, Llc$1,493,268$540,686,769$16,302,181$556,988,950
26First Pacific Financial, Inc.$249,338$556,771,575$556,771,575
27Tradewinds Capital Management, Llc$158,400$764,279,147$764,279,147
28Garde Capital, Inc.$2,006,556$984,109,000$9,136,000$993,245,000
29Barwick & Partners, Inc.$4,024,653$1,459,945,631$45,274,686$1,505,220,317
30Freestone Capital Management, LLC$568,431$4,041,967,180$647,585,491$4,689,552,671

Showing 1 to 30 of 30 entries

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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 Laura Picariello.

*Methodology:InvestmentNews qualified 2,206 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2019. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2018, (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) not one who is an insurance company or agency.

Database last updated on June 5, 2019.