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
1Catalyst Financial Nw Corporation$109,866$98,276,009$9,831,966$108,107,975
2Capstone Wealth Advisors, LLC$121,949$304,628,523$304,628,523
3Stangier Wealth Management$135,811$160,529,000$160,529,000
4Tenbridge Partners LLC$138,542$110,001,955$110,001,955
5Kingsview Asset Management, LLC$188,381$937,382,350$937,382,350
6Schulmerich & Associates Asset Management$188,811$135,000,000$135,000,000
7Welch Investment Group, LLC$191,147$123,672,029$123,672,029
8Ascent Capital Management$221,464$186,694,265$186,694,265
9True North Retirement Advisors, LLC$226,065$192,056,000$23,158,000$215,214,000
10Koenig Investment Advisory, LLC$254,592$152,755,310$152,755,310
11Keudell Morrison Wealth Management, LLC$266,540$351,710,673$63,292,464$415,003,137
12Cordant, Inc.$268,365$169,248,961$6,261,926$175,510,887
13The H Group, Inc.$274,975$531,801,855$531,801,855
14Cairn Investment Group$303,584$160,553,834$24,936,140$185,489,974
15Peregrine Asset Advisers, Inc.$310,282$320,703,741$3,230,431$323,934,172
16JGP Wealth Management, LLC$316,926$444,057,784$18,654,334$462,712,118
17Cable Hill Partners, LLC$347,734$610,320,000$98,014,000$708,334,000
18Harfst And Associates, Inc.$354,364$383,266,744$31,339,103$414,605,847
19Silver Oak Advisory Group$370,947$170,102,471$65,448,996$235,551,467
20Vision Capital Management Inc$490,982$604,890,381$604,890,381
21Confluence Wealth Management LLC$493,141$650,027,022$3,877,476$653,904,498
22Hines Warner Wealth Management$495,081$277,157,812$15,434,843$292,592,655
23Summa Global Advisors$503,810$104,831,730$54,876,151$159,707,881
24Rain Capital Management$513,151$308,404,000$308,404,000
25Capstone Wealth Management Group$564,007$115,029,132$23,716,469$138,745,601
26Allen Capital Management, LLC$605,113$107,104,920$107,104,920
27Vista Capital Partners, Inc.$671,209$1,340,404,949$1,340,404,949
28MCS Family Wealth Advisors$799,243$175,833,509$175,833,509
29Sheppard Wealth Management, LLC$980,156$123,701,778$6,659,027$130,360,805
30Springwater Wealth Management, LLC$996,667$117,282,000$32,218,000$149,500,000
31Worldview Wealth Advisors$1,052,632$117,700,000$2,300,000$120,000,000
32VergePointe Wealth Management$1,096,364$171,130,107$4,288,171$175,418,278
33IMS Capital Management$1,245,933$273,411,125$35,580,219$308,991,344
34Northwest Investment Counselors$1,313,702$413,816,000$413,816,000
35Tru Independence Asset Management, LLC$1,372,201$830,181,375$830,181,375
36Sound Investment Management Inc$1,381,354$142,279,481$142,279,481
37Etesian Wealth Advisors$1,484,133$213,299,291$1,900,000$215,199,291
38Ferguson Wellman Capital Management, Inc.$1,649,221$4,965,805,899$4,965,805,899
39Allium Financial Advisors, LLC$2,357,362$205,090,502$205,090,502
40Becker Capital Management, Inc.$3,310,236$3,962,352,799$3,962,352,799

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.

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