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

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.