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
1Ferguson Wellman Capital Management, Inc.$2,051,730$6,854,828,294$6,854,828,294
2Becker Capital Management Inc$2,562,018$3,574,014,983$3,574,014,983
3Vista Capital Partners, Inc.$780,456$1,881,679,753$1,881,679,753
4Cable Hill Partners, LLC$538,379$1,018,738,550$184,000,000$1,202,738,550
5Vision Capital Management, Inc.$663,941$864,451,314$864,451,314
6CONFLUENCE WEALTH MANAGEMENT LLC$569,718$772,279,810$9,943,485$782,223,295
7JGP Wealth Management, LLC$411,355$747,021,315$747,021,315
8Cutler Investment Counsel, LLC$676,895$725,000,000$25,000,000$750,000,000
9The H Group, Inc.$311,866$712,614,862$712,614,862
10Scott Capital Advisors, LLC$1,550,623$647,274,000$35,000,000$682,274,000
11BAKER ELLIS ASSET MANAGEMENT LLC$1,091,173$590,324,664$590,324,664
12Sittner & Nelson, LLC$488,675$572,004,625$16,849,050$588,853,675
13Capstone Wealth Advisors, LLC$468,694$568,057,190$568,057,190
14Northwest Investment Counselors LLC$623,161$508,499,398$508,499,398
15Keudell Morrison Wealth Management, LLC$336,873$450,559,746$108,649,211$559,208,957
16Horst & Graben Wealth Management, LLC$243,930$446,877,628$96,355,112$543,232,740
17PROGRESSIVE INVESTMENT MANAGEMENT CORPORATION$999,272$446,674,442$446,674,442
18HARFST AND ASSOCIATES, INC.$349,500$403,479,730$29,900,136$433,379,866
19Von Borstel & Associates, Inc.$237,324$385,414,432$385,414,432
20Rain Capital Management, LLC$575,573$377,000,000$377,000,000
21Peregrine Asset Advisers, Inc.$1,015,744$373,322,433$3,518,670$376,841,103
2244 Wealth Management LLC$347,626$363,964,862$363,964,862
23Allium Financial Advisors, LLC$714,764$333,498,940$4,584,296$338,083,236
24Ascent Capital Management, LLC$404,553$328,944,907$6,429,798$335,374,705
25IMS Capital Management Inc.$659,953$317,725,352$1,691,691$319,417,043
26Etesian Wealth Advisors, Inc.$1,391,714$264,709,008$2,500,000$267,209,008
27True North Retirement Advisors, LLC$976,993$263,930,816$27,213,115$291,143,931
28My Legacy Advisors, LLC$584,183$244,772,704$244,772,704
29Clearview Wealth Advisors, LLC$195,452$219,617,000$6,326,000$225,943,000
30Oswego Wealth Advisors Inc.$337,676$217,801,000$217,801,000
31Cordant, Inc.$312,116$217,762,241$6,024,761$223,787,002
32Silver Oak Advisory Group, Inc.$480,257$211,492,673$83,385,118$294,877,791
33Vergepointe Wealth Management, LLC$2,532,604$211,185,311$6,618,603$217,803,914
34S & P Financial, Inc.$220,568$205,569,016$205,569,016
35Pure Portfolios Holdings LLC$355,555$203,021,939$203,021,939
36Koenig Investment Advisory, LLC$282,977$199,781,708$199,781,708
37BLUE WATER WEALTH$278,912$192,000,000$13,000,000$205,000,000
38Capital Financial Planners, LLC$357,724$186,016,363$186,016,363
39Gretchen Stangier, Inc.$150,438$185,339,268$185,339,268
40KOENIG INVESTMENT ADVISORY, LLC$318,273$183,007,038$183,007,038
41Welch Investment Group, LLC$250,401$180,038,322$180,038,322
42Portland Private Wealth Management, Inc.$211,112$179,825,322$9,542,422$189,367,744
43Cairn Investment Group, Inc.$319,543$179,038,921$38,569,522$217,608,443
44Elevation Capital Advisory, LLC$119,721$164,496,000$164,496,000
45Capstone Wealth Management Group, LLC$269,380$148,100,699$32,383,796$180,484,495
46The H Group Washington, Inc.$977,506$147,603,399$147,603,399
47Delap Wealth Advisory, LLC$703,075$140,615,057$140,615,057
48Tru Independence Asset Management 2$320,938$140,249,842$140,249,842
49VALENTINE VENTURES, LLC$310,804$137,685,982$137,685,982
50Summa Global Advisors, LLC$670,895$136,868,301$109,350,173$246,218,474
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Showing 1 to 50 of 62 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 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.