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
    51VON BORSTEL & ASSOCIATES$253,762$478,849,136$478,849,136
    52NORTHWEST INVESTMENT COUNSELORS$693,439$599,779,000$1,433,000$601,212,000
    53HORST & GRABEN WEALTH MANAGEMENT, LLC$243,673$534,748,821$70,778,066$605,526,887
    54KEUDELL MORRISON WEALTH MANAGEMENT, LLC$389,358$502,665,358$168,588,210$671,253,568
    55CAPSTONE WEALTH ADVISORS, LLC$220,764$672,225,746$672,225,746
    56BAKER ELLIS ASSET MANAGEMENT LLC$2,546,534$751,227,575$751,227,575
    57SITTNER & NELSON, LLC$575,740$750,206,392$17,830,881$768,037,273
    58SCOTT CAPITAL ADVISORS, LLC$997,671$720,912,841$56,273,172$777,186,013
    59THE H GROUP, INC.$271,388$891,237,188$891,237,188
    60CUTLER INVESTMENT COUNSEL, LLC$700,072$922,000,000$49,000,000$971,000,000
    61JGP WEALTH MANAGEMENT, LLC$469,501$979,379,206$979,379,206
    62VISION CAPITAL MANAGEMENT INC$709,903$1,021,550,392$1,021,550,392
    63CABLE HILL PARTNERS, LLC$854,538$1,262,242,251$235,763,329$1,498,005,580
    64VISTA CAPITAL PARTNERS, INC.$1,121,962$2,656,805,764$2,656,805,764
    65ARNERICH MASSENA, INC.$8,207,528$1,212,417,927$1,537,104,042$2,749,521,969
    66BECKER CAPITAL MANAGEMENT, INC.$2,751,917$4,356,284,397$4,356,284,397
    67FERGUSON WELLMAN CAPITAL MANAGEMENT, INC.$2,287,380$8,200,257,802$8,200,257,802
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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 Research.

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

    *Methodology: InvestmentNews qualified 2,756 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2020, (2) total AUM is at least $100M, (3) does not have employees who are registered representatives of a broker-dealer, (4) managed assets for individual 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 July 2021.