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
1The H Group, Inc.$311,866$712,614,862$712,614,862
2Welch Investment Group, LLC$250,401$180,038,322$180,038,322
3My Legacy Advisors, LLC$584,183$244,772,704$244,772,704
4The H Group Washington, Inc.$977,506$147,603,399$147,603,399
5Vision Capital Management, Inc.$663,941$864,451,314$864,451,314
6Koenig Investment Advisory, LLC$282,977$199,781,708$199,781,708
7Pure Portfolios Holdings LLC$355,555$203,021,939$203,021,939
8Von Borstel & Associates, Inc.$237,324$385,414,432$385,414,432
944 Wealth Management LLC$347,626$363,964,862$363,964,862
10Delap Wealth Advisory, LLC$703,075$140,615,057$140,615,057
11Rain Capital Management, LLC$575,573$377,000,000$377,000,000
12Capital Financial Planners, LLC$357,724$186,016,363$186,016,363
13JGP Wealth Management, LLC$411,355$747,021,315$747,021,315
14TENBRIDGE PARTNERS LLC$164,481$117,603,812$117,603,812
15Becker Capital Management Inc$2,562,018$3,574,014,983$3,574,014,983
16PROGRESSIVE INVESTMENT MANAGEMENT CORPORATION$999,272$446,674,442$446,674,442
17Tru Independence Asset Management 2$320,938$140,249,842$140,249,842
18Elevation Capital Advisory, LLC$119,721$164,496,000$164,496,000
19Gretchen Stangier, Inc.$150,438$185,339,268$185,339,268
20BAKER ELLIS ASSET MANAGEMENT LLC$1,091,173$590,324,664$590,324,664
21Vista Capital Partners, Inc.$780,456$1,881,679,753$1,881,679,753
22VALENTINE VENTURES, LLC$310,804$137,685,982$137,685,982
23KOENIG INVESTMENT ADVISORY, LLC$318,273$183,007,038$183,007,038
24Oswego Wealth Advisors Inc.$337,676$217,801,000$217,801,000
25S & P Financial, Inc.$220,568$205,569,016$205,569,016
26Ferguson Wellman Capital Management, Inc.$2,051,730$6,854,828,294$6,854,828,294
27Capstone Wealth Advisors, LLC$468,694$568,057,190$568,057,190
28Northwest Investment Counselors LLC$623,161$508,499,398$508,499,398
29IMS Capital Management Inc.$659,953$317,725,352$1,691,691$319,417,043
30Etesian Wealth Advisors, Inc.$1,391,714$264,709,008$2,500,000$267,209,008
31Grange Capital, LLC$265,178$107,685,000$2,629,000$110,314,000
32Peregrine Asset Advisers, Inc.$1,015,744$373,322,433$3,518,670$376,841,103
33CWC Advisors, LLC$234,690$118,849,004$3,659,212$122,508,216
34Allium Financial Advisors, LLC$714,764$333,498,940$4,584,296$338,083,236
35Wealth Advisors Northwest LLC$172,717$125,813,592$4,933,092$130,746,684
36MSP Wealth Management, LLC$276,122$134,682,686$5,863,243$140,545,929
37Cordant, Inc.$312,116$217,762,241$6,024,761$223,787,002
38Clearview Wealth Advisors, LLC$195,452$219,617,000$6,326,000$225,943,000
39Ascent Capital Management, LLC$404,553$328,944,907$6,429,798$335,374,705
40Vergepointe Wealth Management, LLC$2,532,604$211,185,311$6,618,603$217,803,914
41SMB Financial Services, Inc.$170,995$128,965,331$7,317,522$136,282,853
42Portland Private Wealth Management, Inc.$211,112$179,825,322$9,542,422$189,367,744
43Littlejohn Financial Services, Inc$92,972$101,369,105$9,918,749$111,287,854
44CONFLUENCE WEALTH MANAGEMENT LLC$569,718$772,279,810$9,943,485$782,223,295
45Provest Capital Management LLC$383,921$110,683,420$11,019,496$121,702,916
46BLUE WATER WEALTH$278,912$192,000,000$13,000,000$205,000,000
47Catalyst Financial Nw Corporation$113,436$112,000,000$13,800,000$125,800,000
48Sittner & Nelson, LLC$488,675$572,004,625$16,849,050$588,853,675
49Sheppard Wealth Management, LLC$380,545$124,244,299$18,079,593$142,323,892
50Cutler Investment Counsel, LLC$676,895$725,000,000$25,000,000$750,000,000
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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 Data.

Reprints: For reprints of these rankings, please contact Carline Murphy.

*Methodology:InvestmentNews qualified firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2020. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2019, (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) nor one who is an insurance company or agency.

Database last updated on June, 2020.