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.$315,198$654,036,123$654,036,123
2SHEPPARD WEALTH MANAGEMENT, LLC$1,058,632$129,153,099$129,153,099
3MY LEGACY ADVISORS, LLC$187,698$175,497,326$175,497,326
4THE H GROUP WASHINGTON, INC.$278,208$114,065,193$114,065,193
5VISION CAPITAL MANAGEMENT INC$585,346$728,170,319$728,170,319
6DELAP WEALTH ADVISORY, LLC$495,329$102,533,136$102,533,136
7RAIN CAPITAL MANAGEMENT$544,428$353,878,000$353,878,000
8JGP WEALTH MANAGEMENT, LLC$398,504$628,440,669$628,440,669
9TENBRIDGE PARTNERS LLC$164,481$117,603,812$117,603,812
10BECKER CAPITAL MANAGEMENT, INC.$3,336,859$4,307,884,565$4,307,884,565
11PROGRESSIVE INVESTMENT MANAGEMENT CORPORATION$999,272$446,674,442$446,674,442
12STANGIER WEALTH MANAGEMENT$148,054$176,924,286$176,924,286
13BAKER ELLIS ASSET MANAGEMENT LLC$1,091,173$590,324,664$590,324,664
14VISTA CAPITAL PARTNERS, INC.$749,653$1,620,750,645$1,620,750,645
15VALENTINE VENTURES, LLC$310,804$137,685,982$137,685,982
16KOENIG INVESTMENT ADVISORY, LLC$318,273$183,007,038$183,007,038
17RETIREMENT PLANNING SPECIALISTS, INC.$220,568$205,569,016$205,569,016
18FERGUSON WELLMAN CAPITAL MANAGEMENT, INC.$1,888,986$5,961,638,487$5,961,638,487
19CAPSTONE WEALTH ADVISORS, LLC$147,641$193,556,948$193,556,948
20NORTHWEST INVESTMENT COUNSELORS$543,751$452,400,420$452,400,420
21IMS CAPITAL MANAGEMENT$649,733$310,155,240$416,953$310,572,193
22MSP WEALTH MANAGEMENT, LLC$216,701$103,100,000$2,000,000$105,100,000
23ASCENT CAPITAL MANAGEMENT, LLC$293,252$240,791,289$2,314,256$243,105,545
24ETESIAN WEALTH ADVISORS, INC.$1,529,412$231,500,000$2,500,000$234,000,000
25PORTLAND PRIVATE WEALTH MANAGEMENT, INC.$198,716$126,584,990$4,766,601$131,351,591
26VERGEPOINTE WEALTH MANAGEMENT, LLC$2,614,685$185,328,384$5,543,640$190,872,024
27CORDANT, INC.$302,436$193,375,787$5,627,250$199,003,037
28CLEARVIEW WEALTH ADVISORS, LLC$185,024$187,333,171$5,647,352$192,980,523
29SMB FINANCIAL SERVICES, INC.$152,344$112,095,752$5,818,838$117,914,590
30CONFLUENCE WEALTH MANAGEMENT LLC$569,718$772,279,810$9,943,485$782,223,295
31PEREGRINE ASSET ADVISERS, INC.$323,232$332,561,526$10,387,535$342,949,061
32CATALYST FINANCIAL NW CORPORATION$121,919$117,000,000$12,600,000$129,600,000
33BLUE WATER WEALTH$278,912$192,000,000$13,000,000$205,000,000
34ALLIUM FINANCIAL ADVISORS, LLC$1,034,084$252,531,397$17,364,525$269,895,922
35HORST & GRABEN WEALTH MANAGEMENT, LLC$193,503$385,541,950$23,330,435$408,872,385
36TRUE NORTH RETIREMENT ADVISORS, LLC$877,904$237,839,125$27,287,780$265,126,905
37HARFST AND ASSOCIATES, INC.$349,500$403,479,730$29,900,136$433,379,866
38CAIRN INVESTMENT GROUP$300,229$175,872,592$33,687,037$209,559,629
39SPRINGWATER WEALTH MANAGEMENT, LLC$1,140,000$130,498,000$40,502,000$171,000,000
40SILVER OAK ADVISORY GROUP$445,026$189,494,032$75,296,183$264,790,215
41SUMMA GLOBAL ADVISORS, LLC$552,658$120,909,207$83,021,605$203,930,812
42KEUDELL MORRISON WEALTH MANAGEMENT, LLC$314,407$386,165,379$123,802,889$509,968,268
43CABLE HILL PARTNERS, LLC$376,721$832,820,000$155,318,000$988,138,000
44SOUND INVESTMENT MANAGEMENT INC$1,545,417$156,087,132$156,087,132

Showing 1 to 44 of 44 entries

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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.