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.

Rank Business Name Avg. account AUM Discretionary AUM Non-discretionary AUM Total AUM
1Ferguson Wellman Capital Management, Inc.$1,649,221$4,965,805,899$4,965,805,899
2Becker Capital Management, Inc.$3,310,236$3,962,352,799$3,962,352,799
3Vista Capital Partners, Inc.$671,209$1,340,404,949$1,340,404,949
4Kingsview Asset Management, LLC$188,381$937,382,350$937,382,350
5Tru Independence Asset Management, LLC$1,198,487$901,262,448$901,262,448
6Cable Hill Partners, Llc$347,734$610,320,000$98,014,000$708,334,000
7Confluence Wealth Management Llc$493,141$650,027,022$3,877,476$653,904,498
8Vision Capital Management Inc$490,982$604,890,381$604,890,381
9The H Group, Inc.$274,975$531,801,855$531,801,855
10Jgp Wealth Management, Llc$345,136$511,836,473$511,836,473
11Keudell Morrison Wealth Management, Llc$266,540$351,710,673$63,292,464$415,003,137
12Harfst And Associates, Inc.$354,364$383,266,744$31,339,103$414,605,847
13Northwest Investment Counselors$1,313,702$413,816,000$413,816,000
14Progressive Investment Management Corporation$868,965$376,261,720$376,261,720
15Peregrine Asset Advisers, Inc.$310,282$320,703,741$3,230,431$323,934,172
16Ims Capital Management$1,245,933$273,411,125$35,580,219$308,991,344
17Rain Capital Management$513,151$308,404,000$308,404,000
18Capstone Wealth Advisors, Llc$121,949$304,628,523$304,628,523
19Silver Oak Advisory Group$370,947$170,102,471$65,448,996$235,551,467
20Ascent Capital Management, Llc$251,065$222,443,837$222,443,837
21True North Retirement Advisors, Llc$226,065$192,056,000$23,158,000$215,214,000
22Etesian Wealth Advisors, Inc.$1,484,133$213,299,291$1,900,000$215,199,291
23Retirement Planning Specialists, Inc.$263,487$19,948,186$194,793,814$214,742,000
24Allium Financial Advisors, Llc$2,357,362$205,090,502$205,090,502
25Cairn Investment Group$303,584$160,553,834$24,936,140$185,489,974
26Cordant, Inc.$268,365$169,248,961$6,261,926$175,510,887
27Vergepointe Wealth Management, Llc$1,096,364$171,130,107$4,288,171$175,418,278
28Stangier Wealth Management$135,811$160,529,000$160,529,000
29Summa Global Advisors, Llc$503,810$104,831,730$54,876,151$159,707,881
30Blue Water Wealth$373,941$150,440,550$4,745,000$155,185,550
31Koenig Investment Advisory, Llc$254,592$152,755,310$152,755,310
32Springwater Wealth Management, Llc$996,667$117,282,000$32,218,000$149,500,000
33Valentine Ventures, Llc$295,777$144,339,314$144,339,314
34Sound Investment Management Inc$1,381,354$142,279,481$142,279,481
35Capstone Wealth Management Group, Llc$564,007$115,029,132$23,716,469$138,745,601
36Schulmerich & Associates Asset Management$188,811$135,000,000$135,000,000
37Sheppard Wealth Management, Llc$980,156$123,701,778$6,659,027$130,360,805
38Welch Investment Group, Llc$191,147$123,672,029$123,672,029
39Worldview Wealth Advisors$1,052,632$117,700,000$2,300,000$120,000,000
40Tenbridge Partners Llc$138,542$110,001,955$110,001,955
41Catalyst Financial Nw Corporation$109,866$98,276,009$9,831,966$108,107,975
42Allen Capital Management, Llc$605,113$107,104,920$107,104,920
43Smb Financial Services, Inc.$147,164$94,362,234$7,327,878$101,690,112

Showing 1 to 43 of 43 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.