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

Showing 1 to 44 of 44 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.