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 |
|---|---|---|---|---|---|
| 1 | LITTLEJOHN FINANCIAL SERVICES INC | $100,515 | $114,785,807 | $14,275,668 | $129,061,475 |
| 2 | CATALYST FINANCIAL NW CORPORATION | $128,974 | $125,800,000 | $16,200,000 | $142,000,000 |
| 3 | STANGIER WEALTH MANAGEMENT | $168,740 | $217,000,000 | — | $217,000,000 |
| 4 | OSWEGO WEALTH ADVISORS INC. | $182,299 | $234,801,096 | — | $234,801,096 |
| 5 | SMB FINANCIAL SERVICES, INC. | $185,686 | $134,550,739 | $8,055,825 | $142,606,564 |
| 6 | OPTIMA CAPITAL LLC | $185,860 | $127,747,000 | $2,541,000 | $130,288,000 |
| 7 | ELEVATION CAPITAL ADVISORY | $189,974 | $216,702,508 | $10,316,979 | $227,019,487 |
| 8 | ROI FINANCIAL | $192,543 | $133,890,917 | $3,777,190 | $137,668,107 |
| 9 | CLEARVIEW WEALTH ADVISORS, LLC | $199,608 | $214,910,000 | $2,663,000 | $217,573,000 |
| 10 | WEALTH ADVISORS NW | $199,639 | $167,856,936 | $3,433,316 | $171,290,252 |
| 11 | CLARITY WEALTH DEVELOPMENT, LLC | $201,455 | $132,759,112 | — | $132,759,112 |
| 12 | CAPSTONE WEALTH ADVISORS, LLC | $220,764 | $672,225,746 | — | $672,225,746 |
| 13 | CAPITOL FAMILY OFFICE, INC. | $238,974 | $146,936,677 | $3,616,745 | $150,553,422 |
| 14 | HORST & GRABEN WEALTH MANAGEMENT, LLC | $243,673 | $534,748,821 | $70,778,066 | $605,526,887 |
| 15 | PORTLAND PRIVATE WEALTH MANAGEMENT, INC. | $252,051 | $238,665,672 | $8,344,323 | $247,009,995 |
| 16 | VON BORSTEL & ASSOCIATES | $253,762 | $478,849,136 | — | $478,849,136 |
| 17 | WELCH INVESTMENT GROUP, LLC | $267,736 | $208,834,055 | — | $208,834,055 |
| 18 | THE H GROUP WASHINGTON, INC. | $269,024 | $181,860,014 | — | $181,860,014 |
| 19 | GRANGE CAPITAL, LLC | $270,494 | $135,688,000 | $3,887,000 | $139,575,000 |
| 20 | THE H GROUP, INC. | $271,388 | $891,237,188 | — | $891,237,188 |
| 21 | HAUSMAN ADVISORS, LLC | $281,553 | $129,795,932 | — | $129,795,932 |
| 22 | CEDAR FINANCIAL ADVISORS, LLC | $289,013 | $121,385,291 | — | $121,385,291 |
| 23 | BLUE WATER WEALTH | $293,560 | $292,385,972 | — | $292,385,972 |
| 24 | OREGON PACIFIC WEALTH MANAGEMENT | $293,869 | $139,000,000 | — | $139,000,000 |
| 25 | NORTH RIDGE WEALTH ADVISORS, INC. | $294,518 | $130,177,138 | — | $130,177,138 |
| 26 | O'CONNELL INVESTMENTS AND INSURANCE SERVICES, LLC | $318,886 | $112,384,386 | $182,521 | $112,566,907 |
| 27 | CORDANT, INC. | $325,159 | $254,109,897 | $5,366,974 | $259,476,871 |
| 28 | KOENIG INVESTMENT ADVISORY, LLC | $331,834 | $214,032,937 | — | $214,032,937 |
| 29 | ASCENT CAPITAL MANAGEMENT, LLC | $338,298 | $357,912,095 | $14,554,229 | $372,466,324 |
| 30 | COSTELLO FINANCIAL PLANNING, INC. | $360,809 | $101,842,309 | $18,307,017 | $120,149,326 |
| 31 | CAIRN INVESTMENT GROUP | $367,064 | $250,001,035 | $45,118,136 | $295,119,171 |
| 32 | SPRINGWATER WEALTH MANAGEMENT, LLC | $376,537 | $146,149,632 | $44,754,559 | $190,904,191 |
| 33 | 44 WEALTH MANAGEMENT LLC | $377,172 | $426,422,402 | $159,582 | $426,581,984 |
| 34 | PURE PORTFOLIOS | $378,088 | $231,389,928 | — | $231,389,928 |
| 35 | KEUDELL MORRISON WEALTH MANAGEMENT, LLC | $389,358 | $502,665,358 | $168,588,210 | $671,253,568 |
| 36 | CAPITAL FINANCIAL PLANNERS | $391,376 | $222,692,721 | — | $222,692,721 |
| 37 | SUMMA GLOBAL ADVISORS, LLC | $409,092 | $124,812,087 | $15,915,583 | $140,727,670 |
| 38 | PINNACLE WEALTH ADVISORS | $422,598 | $148,143,370 | $35,264,085 | $183,407,455 |
| 39 | SHEPPARD WEALTH MANAGEMENT, LLC | $425,687 | $153,786,063 | $21,171,098 | $174,957,161 |
| 40 | MSP WEALTH MANAGEMENT, LLC | $441,343 | $169,701,420 | $1,098,444 | $170,799,864 |
| 41 | JGP WEALTH MANAGEMENT, LLC | $469,501 | $979,379,206 | — | $979,379,206 |
| 42 | TRU INDEPENDENCE ASSET MANAGEMENT 2 | $476,698 | $284,588,722 | — | $284,588,722 |
| 43 | SILVER OAK ADVISORY GROUP | $524,912 | $252,079,800 | $90,687,426 | $342,767,226 |
| 44 | PEARL WEALTH LLC | $539,986 | $127,023,089 | $5,273,476 | $132,296,565 |
| 45 | SITTNER & NELSON, LLC | $575,740 | $750,206,392 | $17,830,881 | $768,037,273 |
| 46 | NORTH FORTY TWO & CO. | $580,694 | $130,656,250 | — | $130,656,250 |
| 47 | RAIN CAPITAL MANAGEMENT | $639,151 | $437,179,560 | — | $437,179,560 |
| 48 | NORTHWEST INVESTMENT COUNSELORS | $693,439 | $599,779,000 | $1,433,000 | $601,212,000 |
| 49 | CUTLER INVESTMENT COUNSEL, LLC | $700,072 | $922,000,000 | $49,000,000 | $971,000,000 |
| 50 | VISION CAPITAL MANAGEMENT INC | $709,903 | $1,021,550,392 | — | $1,021,550,392 |
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.
