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
1Ferguson Wellman Capital Management, Inc.$1,649,221$4,965,805,899$4,965,805,899
2Becker Capital Management, Inc.$3,310,236$3,962,352,799$3,962,352,799
3Vista Capital Partners, Inc.$671,209$1,340,404,949$1,340,404,949
4Kingsview Asset Management, LLC$188,381$937,382,350$937,382,350
5Tru Independence Asset Management, LLC$1,198,487$901,262,448$901,262,448
6Confluence Wealth Management Llc$493,141$650,027,022$3,877,476$653,904,498
7Cable Hill Partners, Llc$347,734$610,320,000$98,014,000$708,334,000
8Vision Capital Management Inc$490,982$604,890,381$604,890,381
9The H Group, Inc.$274,975$531,801,855$531,801,855
10Jgp Wealth Management, Llc$345,136$511,836,473$511,836,473
11Northwest Investment Counselors$1,313,702$413,816,000$413,816,000
12Harfst And Associates, Inc.$354,364$383,266,744$31,339,103$414,605,847
13Progressive Investment Management Corporation$868,965$376,261,720$376,261,720
14Keudell Morrison Wealth Management, Llc$266,540$351,710,673$63,292,464$415,003,137
15Peregrine Asset Advisers, Inc.$310,282$320,703,741$3,230,431$323,934,172
16Rain Capital Management$513,151$308,404,000$308,404,000
17Capstone Wealth Advisors, Llc$121,949$304,628,523$304,628,523
18Ims Capital Management$1,245,933$273,411,125$35,580,219$308,991,344
19Ascent Capital Management, Llc$251,065$222,443,837$222,443,837
20Etesian Wealth Advisors, Inc.$1,484,133$213,299,291$1,900,000$215,199,291
21Allium Financial Advisors, Llc$2,357,362$205,090,502$205,090,502
22True North Retirement Advisors, Llc$226,065$192,056,000$23,158,000$215,214,000
23Vergepointe Wealth Management, Llc$1,096,364$171,130,107$4,288,171$175,418,278
24Silver Oak Advisory Group$370,947$170,102,471$65,448,996$235,551,467
25Cordant, Inc.$268,365$169,248,961$6,261,926$175,510,887
26Cairn Investment Group$303,584$160,553,834$24,936,140$185,489,974
27Stangier Wealth Management$135,811$160,529,000$160,529,000
28Koenig Investment Advisory, Llc$254,592$152,755,310$152,755,310
29Blue Water Wealth$373,941$150,440,550$4,745,000$155,185,550
30Valentine Ventures, Llc$295,777$144,339,314$144,339,314
31Schulmerich & Associates Asset Management$188,811$135,000,000$135,000,000
32Sheppard Wealth Management, Llc$980,156$123,701,778$6,659,027$130,360,805
33Welch Investment Group, Llc$191,147$123,672,029$123,672,029
34Worldview Wealth Advisors$1,052,632$117,700,000$2,300,000$120,000,000
35Springwater Wealth Management, Llc$996,667$117,282,000$32,218,000$149,500,000
36Capstone Wealth Management Group, Llc$564,007$115,029,132$23,716,469$138,745,601
37Tenbridge Partners Llc$138,542$110,001,955$110,001,955
38Allen Capital Management, Llc$605,113$107,104,920$107,104,920
39Summa Global Advisors, Llc$503,810$104,831,730$54,876,151$159,707,881
40Catalyst Financial Nw Corporation$109,866$98,276,009$9,831,966$108,107,975
41Smb Financial Services, Inc.$147,164$94,362,234$7,327,878$101,690,112
42Retirement Planning Specialists, Inc.$263,487$19,948,186$194,793,814$214,742,000
43Sound Investment Management Inc$1,381,354$142,279,481$142,279,481

Showing 1 to 43 of 43 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.