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