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