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$1,372,201$830,181,375$830,181,375
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$316,926$444,057,784$18,654,334$462,712,118
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
13Keudell Morrison Wealth Management, LLC$266,540$351,710,673$63,292,464$415,003,137
14Peregrine Asset Advisers, Inc.$310,282$320,703,741$3,230,431$323,934,172
15Rain Capital Management$513,151$308,404,000$308,404,000
16Capstone Wealth Advisors, LLC$121,949$304,628,523$304,628,523
17Hines Warner Wealth Management$495,081$277,157,812$15,434,843$292,592,655
18IMS Capital Management$1,245,933$273,411,125$35,580,219$308,991,344
19Etesian Wealth Advisors$1,484,133$213,299,291$1,900,000$215,199,291
20Allium Financial Advisors, LLC$2,357,362$205,090,502$205,090,502
21True North Retirement Advisors, LLC$226,065$192,056,000$23,158,000$215,214,000
22Ascent Capital Management$221,464$186,694,265$186,694,265
23MCS Family Wealth Advisors$799,243$175,833,509$175,833,509
24VergePointe Wealth Management$1,096,364$171,130,107$4,288,171$175,418,278
25Silver Oak Advisory Group$370,947$170,102,471$65,448,996$235,551,467
26Cordant, Inc.$268,365$169,248,961$6,261,926$175,510,887
27Cairn Investment Group$303,584$160,553,834$24,936,140$185,489,974
28Stangier Wealth Management$135,811$160,529,000$160,529,000
29Koenig Investment Advisory, LLC$254,592$152,755,310$152,755,310
30Schulmerich & Associates Asset Management$188,811$135,000,000$135,000,000
31Sheppard Wealth Management, LLC$980,156$123,701,778$6,659,027$130,360,805
32Welch Investment Group, LLC$191,147$123,672,029$123,672,029
33Worldview Wealth Advisors$1,052,632$117,700,000$2,300,000$120,000,000
34Springwater Wealth Management, LLC$996,667$117,282,000$32,218,000$149,500,000
35Capstone Wealth Management Group$564,007$115,029,132$23,716,469$138,745,601
36Tenbridge Partners LLC$138,542$110,001,955$110,001,955
37Allen Capital Management, LLC$605,113$107,104,920$107,104,920
38Summa Global Advisors$503,810$104,831,730$54,876,151$159,707,881
39Catalyst Financial Nw Corporation$109,866$98,276,009$9,831,966$108,107,975
40Sound Investment Management Inc$1,381,354$142,279,481$142,279,481

Showing 1 to 40 of 40 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 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.

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