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