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
1Ferguson Wellman Capital Management, Inc.$1,930,412$5,152,269,992$0$5,152,269,992
2Becker Capital Management, Inc.$3,771,233$4,238,865,579$0$4,238,865,579
3Vista Capital Partners, Inc.$718,292$1,365,473,010$0$1,365,473,010
4Kingsview Asset Management, LLC$189,093$753,437,584$47,939,030$801,376,614
5Sloy Dahl & Holst Inc$961,708$530,192,012$164,161,365$694,353,377
6Confluence Wealth Management LLC$471,112$674,992,973$3,879,602$678,872,575
7The H Group, Inc.$303,117$635,635,683$0$635,635,683
8Cable Hill Partners, LLC$387,699$548,517,000$68,700,000$617,217,000
9Vision Capital Management Inc$529,462$583,467,000$0$583,467,000
10Tru Independence Asset Management, LLC$949,334$490,668,715$4,883,683$495,552,398
11Sigma Investment Management Company$839,308$488,477,368$0$488,477,368
12JGP Wealth Management, LLC$312,727$412,000,000$18,000,000$430,000,000
13Keudell Morrison Wealth Management, LLC$273,295$341,744,176$84,868,621$426,612,797
14Harfst And Associates, Inc.$383,778$382,547,603$31,548,887$414,096,490
15Northwest Investment Counselors$499,269$395,067,000$1,852,000$396,919,000
16Rain Capital Management$545,021$329,192,559$0$329,192,559
17Peregrine Asset Advisers, Inc.$334,314$323,823,495$3,136,000$326,959,495
18Hines Warner Wealth Management$551,726$279,742,366$16,534,457$296,276,823
19IMS Capital Management$665,769$277,650,065$5,967,324$283,617,389
20Silver Oak Advisory Group$388,858$233,130,307$8,739,637$241,869,944
21Capstone Wealth Advisors, LLC$147,838$235,506,199$0$235,506,199
22Etesian Wealth Advisors$554,378$230,999,504$1,284,991$232,284,495
23Beacon Rock Partners$292,641$188,637,776$10,650,458$199,288,234
24Cairn Investment Group$288,899$163,976,852$29,874,550$193,851,402
25Ascent Capital Management$245,529$190,776,026$0$190,776,026
26Allium Financial Advisors, LLC$773,517$170,801,550$19,483,573$190,285,123
27Cordant, Inc.$381,771$180,577,890$0$180,577,890
28MCS Family Wealth Advisors$799,243$175,833,509$0$175,833,509
29True North Retirement Advisors, LLC$232,090$174,067,283$0$174,067,283
30VergePointe Wealth Management$1,030,158$168,703,804$4,362,685$173,066,489
31Stangier Wealth Management$156,725$171,926,959$0$171,926,959
32Sheppard Wealth Management, LLC$1,329,387$166,832,113$2,000,000$168,832,113
33Summa Global Advisors$502,658$114,708,324$50,163,455$164,871,779
34Springwater Wealth Management, LLC$1,118,872$106,642,100$43,286,800$149,928,900
35Sound Investment Management Inc$1,541,372$0$149,513,060$149,513,060
36Koenig Investment Advisory, LLC$261,344$136,160,000$0$136,160,000
37Capstone Wealth Management Group$486,953$107,800,622$26,111,526$133,912,148
38Schulmerich & Associates Asset Management$187,050$130,000,000$0$130,000,000
39Welch Investment Group, LLC$210,744$128,553,934$0$128,553,934
40Worldview Wealth Advisors$1,044,915$120,000,000$3,300,000$123,300,000
41Tenbridge Partners LLC$135,147$107,441,946$0$107,441,946
42Allen Capital Management, LLC$575,543$105,900,000$0$105,900,000
43Catalyst Financial Nw Corporation$123,873$103,805,524$0$103,805,524

Showing 1 to 43 of 43 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 2,172 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2018. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2017, (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 11, 2018.


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