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
1Bristlecone Advisors LLC$1,502,066$1,186,632,301$1,186,632,301
2NewFocus Financial Group$361,341$503,709,525$503,709,525
3Conlon Dart Wealth Management$1,534,686$484,960,806$484,960,806
4Executive Wealth Group, LLC$1,403,009$310,064,952$310,064,952
5Conway Jarvis$1,203,540$272,000,000$272,000,000
6Bogdanovich Wealth Management PLLC$1,186,112$192,150,221$192,150,221
7Breakwater Investment Management$334,360$147,118,493$147,118,493
8Asset Planning & Management, Inc.$1,329,275$105,012,694$105,012,694
9Talbot Financial$1,288,627$220,260,473$94,682$220,355,155
10Chicago Capital, LLC$1,410,007$1,586,263,267$1,404,602$1,587,667,869
11Private Advisory Group LLC$323,802$278,591,528$1,497,268$280,088,796
12S.R. Schill & Associates Inc.$315,134$166,467,740$1,498,618$167,966,358
13Soundview Advisors$227,223$205,500,000$4,000,000$209,500,000
14Trellis Advisors$271,416$265,830,243$6,671,490$272,501,733
15Paracle Advisors$626,752$897,472,775$8,183,196$905,655,971
16Columbia River Advisors$309,079$311,436,135$14,023,855$325,459,990
17Eq Wealth Management$241,514$187,808,682$15,546,322$203,355,004
18Sovereign Wealth Advisors, Inc.$281,623$169,889,821$18,797,636$188,687,457
19Highland Private Wealth Management$719,148$567,643,343$30,687,904$598,331,247
20HBC Financial Services, PLLC$494,931$262,306,690$39,601,235$301,907,925
21Harbour Investment Management L.L.C.$566,142$70,355,065$55,328,529$125,683,594
22Capital Planning LLC$280,537$264,541,310$62,564,274$327,105,584
23Helmsman Financial Group, LLC$406,600$43,046,748$67,548,344$110,595,092
24Joslin Capital Advisors LLC$559,703$188,417,629$109,344,171$297,761,800
25Evergreen Capital Management LLC$1,295,457$2,078,874,887$118,219,338$2,197,094,225
26Brighton Jones$3,084,560$5,163,863,381$135,410,291$5,299,273,672
27Ramsey & Associates Inc$592,271$56,854,852$143,925,139$200,779,991
28Badgley PheLPs Wealth Managers$1,633,505$2,452,668,095$183,808,878$2,636,476,973
29Laird Norton Wealth Management$1,156,537$1,416,319,379$206,302,171$1,622,621,550
30Kutscher Benner Barsness & Stevens, Inc.$541,361$325,357,941$325,357,941
31The Clarius Group, LLC$2,688,423$804,451,302$593,528,724$1,397,980,026
32Filament$3,453,920$1,047,757,934$689,563,777$1,737,321,711
33McCutchen Group$2,975,917$1,523,730,652$1,002,823,000$2,526,553,652
34Columbia Pacific Wealth Management$4,575,076$2,426,056,543$1,298,055,353$3,724,111,896

Showing 1 to 34 of 34 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.

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