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. | $2,051,730 | $6,854,828,294 | — | $6,854,828,294 |
| 2 | Becker Capital Management Inc | $2,562,018 | $3,574,014,983 | — | $3,574,014,983 |
| 3 | Vista Capital Partners, Inc. | $780,456 | $1,881,679,753 | — | $1,881,679,753 |
| 4 | Cable Hill Partners, LLC | $538,379 | $1,018,738,550 | $184,000,000 | $1,202,738,550 |
| 5 | Vision Capital Management, Inc. | $663,941 | $864,451,314 | — | $864,451,314 |
| 6 | CONFLUENCE WEALTH MANAGEMENT LLC | $569,718 | $772,279,810 | $9,943,485 | $782,223,295 |
| 7 | Cutler Investment Counsel, LLC | $676,895 | $725,000,000 | $25,000,000 | $750,000,000 |
| 8 | JGP Wealth Management, LLC | $411,355 | $747,021,315 | — | $747,021,315 |
| 9 | The H Group, Inc. | $311,866 | $712,614,862 | — | $712,614,862 |
| 10 | Scott Capital Advisors, LLC | $1,550,623 | $647,274,000 | $35,000,000 | $682,274,000 |
| 11 | BAKER ELLIS ASSET MANAGEMENT LLC | $1,091,173 | $590,324,664 | — | $590,324,664 |
| 12 | Sittner & Nelson, LLC | $488,675 | $572,004,625 | $16,849,050 | $588,853,675 |
| 13 | Capstone Wealth Advisors, LLC | $468,694 | $568,057,190 | — | $568,057,190 |
| 14 | Keudell Morrison Wealth Management, LLC | $336,873 | $450,559,746 | $108,649,211 | $559,208,957 |
| 15 | Horst & Graben Wealth Management, LLC | $243,930 | $446,877,628 | $96,355,112 | $543,232,740 |
| 16 | Northwest Investment Counselors LLC | $623,161 | $508,499,398 | — | $508,499,398 |
| 17 | PROGRESSIVE INVESTMENT MANAGEMENT CORPORATION | $999,272 | $446,674,442 | — | $446,674,442 |
| 18 | HARFST AND ASSOCIATES, INC. | $349,500 | $403,479,730 | $29,900,136 | $433,379,866 |
| 19 | Von Borstel & Associates, Inc. | $237,324 | $385,414,432 | — | $385,414,432 |
| 20 | Rain Capital Management, LLC | $575,573 | $377,000,000 | — | $377,000,000 |
| 21 | Peregrine Asset Advisers, Inc. | $1,015,744 | $373,322,433 | $3,518,670 | $376,841,103 |
| 22 | 44 Wealth Management LLC | $347,626 | $363,964,862 | — | $363,964,862 |
| 23 | Allium Financial Advisors, LLC | $714,764 | $333,498,940 | $4,584,296 | $338,083,236 |
| 24 | Ascent Capital Management, LLC | $404,553 | $328,944,907 | $6,429,798 | $335,374,705 |
| 25 | IMS Capital Management Inc. | $659,953 | $317,725,352 | $1,691,691 | $319,417,043 |
| 26 | Silver Oak Advisory Group, Inc. | $480,257 | $211,492,673 | $83,385,118 | $294,877,791 |
| 27 | True North Retirement Advisors, LLC | $976,993 | $263,930,816 | $27,213,115 | $291,143,931 |
| 28 | Etesian Wealth Advisors, Inc. | $1,391,714 | $264,709,008 | $2,500,000 | $267,209,008 |
| 29 | Summa Global Advisors, LLC | $670,895 | $136,868,301 | $109,350,173 | $246,218,474 |
| 30 | My Legacy Advisors, LLC | $584,183 | $244,772,704 | — | $244,772,704 |
| 31 | Clearview Wealth Advisors, LLC | $195,452 | $219,617,000 | $6,326,000 | $225,943,000 |
| 32 | Cordant, Inc. | $312,116 | $217,762,241 | $6,024,761 | $223,787,002 |
| 33 | Vergepointe Wealth Management, LLC | $2,532,604 | $211,185,311 | $6,618,603 | $217,803,914 |
| 34 | Oswego Wealth Advisors Inc. | $337,676 | $217,801,000 | — | $217,801,000 |
| 35 | Cairn Investment Group, Inc. | $319,543 | $179,038,921 | $38,569,522 | $217,608,443 |
| 36 | S & P Financial, Inc. | $220,568 | $205,569,016 | — | $205,569,016 |
| 37 | BLUE WATER WEALTH | $278,912 | $192,000,000 | $13,000,000 | $205,000,000 |
| 38 | Pure Portfolios Holdings LLC | $355,555 | $203,021,939 | — | $203,021,939 |
| 39 | Koenig Investment Advisory, LLC | $282,977 | $199,781,708 | — | $199,781,708 |
| 40 | Portland Private Wealth Management, Inc. | $211,112 | $179,825,322 | $9,542,422 | $189,367,744 |
| 41 | Capital Financial Planners, LLC | $357,724 | $186,016,363 | — | $186,016,363 |
| 42 | Gretchen Stangier, Inc. | $150,438 | $185,339,268 | — | $185,339,268 |
| 43 | KOENIG INVESTMENT ADVISORY, LLC | $318,273 | $183,007,038 | — | $183,007,038 |
| 44 | Capstone Wealth Management Group, LLC | $269,380 | $148,100,699 | $32,383,796 | $180,484,495 |
| 45 | Welch Investment Group, LLC | $250,401 | $180,038,322 | — | $180,038,322 |
| 46 | Sound Investment Management Inc | $1,623,784 | — | $165,625,974 | $165,625,974 |
| 47 | Springwater Wealth Management, LLC | $1,054,312 | $127,050,000 | $38,477,000 | $165,527,000 |
| 48 | Elevation Capital Advisory, LLC | $119,721 | $164,496,000 | — | $164,496,000 |
| 49 | The H Group Washington, Inc. | $977,506 | $147,603,399 | — | $147,603,399 |
| 50 | Sheppard Wealth Management, LLC | $380,545 | $124,244,299 | $18,079,593 | $142,323,892 |
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 Research.
Reprints: For reprints of these rankings, please contact Caroline Murphy.
*Methodology: InvestmentNews qualified 2,756 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2020, (2) total AUM is at least $100M, (3) does not have employees who are registered representatives of a broker-dealer, (4) managed assets for individual 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 July 2021.
