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.

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Rank Business Name Avg. account AUM Discretionary AUM Non-discretionary AUM Total AUM
1Ferguson Wellman Capital Management, Inc.$1,888,986$5,961,638,487$5,961,638,487
2Becker Capital Management, Inc.$3,336,859$4,307,884,565$4,307,884,565
3Vista Capital Partners, Inc.$749,653$1,620,750,645$1,620,750,645
4Kingsview Wealth Management, Llc$214,668$1,460,387,068$1,460,387,068
5Cable Hill Partners, Llc$376,721$832,820,000$155,318,000$988,138,000
6Confluence Wealth Management Llc$569,718$772,279,810$9,943,485$782,223,295
7Vision Capital Management Inc$585,346$728,170,319$728,170,319
8Jgp Wealth Management, Llc$398,504$628,440,669$628,440,669
9Baker Ellis Asset Management Llc$1,091,173$590,324,664$590,324,664
10Keudell Morrison Wealth Management, Llc$314,407$386,165,379$123,802,889$509,968,268
11Northwest Investment Counselors$543,751$452,400,420$452,400,420
12Progressive Investment Management Corporation$999,272$446,674,442$446,674,442
13Harfst And Associates, Inc.$349,500$403,479,730$29,900,136$433,379,866
14Horst & Graben Wealth Management, Llc$193,503$385,541,950$23,330,435$408,872,385
15Rain Capital Management$544,428$353,878,000$353,878,000
16Peregrine Asset Advisers, Inc.$323,232$332,561,526$10,387,535$342,949,061
17Ims Capital Management$649,733$310,155,240$416,953$310,572,193
18Allium Financial Advisors, Llc$1,034,084$252,531,397$17,364,525$269,895,922
19True North Retirement Advisors, Llc$877,904$237,839,125$27,287,780$265,126,905
20Silver Oak Advisory Group$445,026$189,494,032$75,296,183$264,790,215
21Ascent Capital Management, Llc$293,252$240,791,289$2,314,256$243,105,545
22Etesian Wealth Advisors, Inc.$1,529,412$231,500,000$2,500,000$234,000,000
23Retirement Planning Specialists, Inc.$263,487$19,948,186$194,793,814$214,742,000
24Cairn Investment Group$300,229$175,872,592$33,687,037$209,559,629
25Blue Water Wealth$278,912$192,000,000$13,000,000$205,000,000
26Summa Global Advisors, Llc$552,658$120,909,207$83,021,605$203,930,812
27Cordant, Inc.$302,436$193,375,787$5,627,250$199,003,037
28Vergepointe Wealth Management, Llc$2,614,685$185,328,384$5,543,640$190,872,024
29Stangier Wealth Management$148,054$176,924,286$176,924,286
30My Legacy Advisors, Llc$187,698$175,497,326$175,497,326
31Springwater Wealth Management, Llc$1,140,000$130,498,000$40,502,000$171,000,000
32Sound Investment Management Inc$1,545,417$156,087,132$156,087,132
33Valentine Ventures, Llc$310,804$137,685,982$137,685,982
34Capstone Wealth Management Group, Llc$203,031$107,830,316$23,936,500$131,766,816
35Catalyst Financial Nw Corporation$121,919$117,000,000$12,600,000$129,600,000
36Sheppard Wealth Management, Llc$1,058,632$129,153,099$129,153,099
37Tenbridge Partners Llc$164,481$117,603,812$117,603,812
38Physician Family Financial Advisors Inc$269,344$115,010,054$115,010,054
39The H Group Washington, Inc.$278,208$114,065,193$114,065,193
40Delap Wealth Advisory, Llc$495,329$102,533,136$102,533,136

Showing 1 to 40 of 40 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.