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.

Filters

# of employees

MinMax

High-net-worth client assets

Total AUM

MinMax

Total accounts

MinMax

Discretionary AUM

MinMax

Avg. discretionary account AUM

MinMax

Non-discretionary AUM

MinMax

Non-discretionary accounts

MinMax

Average non-discretionary account AUM

MinMax

Avg. account AUM

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

Showing 1 to 44 of 44 entries

Page 1

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.