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
1SOUND INVESTMENT MANAGEMENT INC$1,545,417$156,087,132$156,087,132
2DELAP WEALTH ADVISORY, LLC$495,329$102,533,136$102,533,136
3MSP WEALTH MANAGEMENT, LLC$216,701$103,100,000$2,000,000$105,100,000
4SMB FINANCIAL SERVICES, INC.$152,344$112,095,752$5,818,838$117,914,590
5THE H GROUP WASHINGTON, INC.$278,208$114,065,193$114,065,193
6CATALYST FINANCIAL NW CORPORATION$121,919$117,000,000$12,600,000$129,600,000
7TENBRIDGE PARTNERS LLC$164,481$117,603,812$117,603,812
8SUMMA GLOBAL ADVISORS, LLC$552,658$120,909,207$83,021,605$203,930,812
9PORTLAND PRIVATE WEALTH MANAGEMENT, INC.$198,716$126,584,990$4,766,601$131,351,591
10SHEPPARD WEALTH MANAGEMENT, LLC$1,058,632$129,153,099$129,153,099
11SPRINGWATER WEALTH MANAGEMENT, LLC$1,140,000$130,498,000$40,502,000$171,000,000
12VALENTINE VENTURES, LLC$310,804$137,685,982$137,685,982
13MY LEGACY ADVISORS, LLC$187,698$175,497,326$175,497,326
14CAIRN INVESTMENT GROUP$300,229$175,872,592$33,687,037$209,559,629
15STANGIER WEALTH MANAGEMENT$148,054$176,924,286$176,924,286
16KOENIG INVESTMENT ADVISORY, LLC$318,273$183,007,038$183,007,038
17VERGEPOINTE WEALTH MANAGEMENT, LLC$2,614,685$185,328,384$5,543,640$190,872,024
18CLEARVIEW WEALTH ADVISORS, LLC$185,024$187,333,171$5,647,352$192,980,523
19SILVER OAK ADVISORY GROUP$445,026$189,494,032$75,296,183$264,790,215
20BLUE WATER WEALTH$278,912$192,000,000$13,000,000$205,000,000
21CORDANT, INC.$302,436$193,375,787$5,627,250$199,003,037
22CAPSTONE WEALTH ADVISORS, LLC$147,641$193,556,948$193,556,948
23RETIREMENT PLANNING SPECIALISTS, INC.$220,568$205,569,016$205,569,016
24ETESIAN WEALTH ADVISORS, INC.$1,529,412$231,500,000$2,500,000$234,000,000
25TRUE NORTH RETIREMENT ADVISORS, LLC$877,904$237,839,125$27,287,780$265,126,905
26ASCENT CAPITAL MANAGEMENT, LLC$293,252$240,791,289$2,314,256$243,105,545
27ALLIUM FINANCIAL ADVISORS, LLC$1,034,084$252,531,397$17,364,525$269,895,922
28IMS CAPITAL MANAGEMENT$649,733$310,155,240$416,953$310,572,193
29PEREGRINE ASSET ADVISERS, INC.$323,232$332,561,526$10,387,535$342,949,061
30RAIN CAPITAL MANAGEMENT$544,428$353,878,000$353,878,000
31HORST & GRABEN WEALTH MANAGEMENT, LLC$193,503$385,541,950$23,330,435$408,872,385
32KEUDELL MORRISON WEALTH MANAGEMENT, LLC$314,407$386,165,379$123,802,889$509,968,268
33HARFST AND ASSOCIATES, INC.$349,500$403,479,730$29,900,136$433,379,866
34PROGRESSIVE INVESTMENT MANAGEMENT CORPORATION$999,272$446,674,442$446,674,442
35NORTHWEST INVESTMENT COUNSELORS$543,751$452,400,420$452,400,420
36BAKER ELLIS ASSET MANAGEMENT LLC$1,091,173$590,324,664$590,324,664
37JGP WEALTH MANAGEMENT, LLC$398,504$628,440,669$628,440,669
38THE H GROUP, INC.$315,198$654,036,123$654,036,123
39VISION CAPITAL MANAGEMENT INC$585,346$728,170,319$728,170,319
40CONFLUENCE WEALTH MANAGEMENT LLC$569,718$772,279,810$9,943,485$782,223,295
41CABLE HILL PARTNERS, LLC$376,721$832,820,000$155,318,000$988,138,000
42VISTA CAPITAL PARTNERS, INC.$749,653$1,620,750,645$1,620,750,645
43BECKER CAPITAL MANAGEMENT, INC.$3,336,859$4,307,884,565$4,307,884,565
44FERGUSON WELLMAN CAPITAL MANAGEMENT, INC.$1,888,986$5,961,638,487$5,961,638,487

Showing 1 to 44 of 44 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 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2020. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2019, (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) nor one who is an insurance company or agency.

Database last updated on June, 2020.