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
1Littlejohn Financial Services, Inc$92,972$101,369,105$9,918,749$111,287,854
2Catalyst Financial Nw Corporation$113,436$112,000,000$13,800,000$125,800,000
3Elevation Capital Advisory, LLC$119,721$164,496,000$164,496,000
4Gretchen Stangier, Inc.$150,438$185,339,268$185,339,268
5TENBRIDGE PARTNERS LLC$164,481$117,603,812$117,603,812
6SMB Financial Services, Inc.$170,995$128,965,331$7,317,522$136,282,853
7Wealth Advisors Northwest LLC$172,717$125,813,592$4,933,092$130,746,684
8Clearview Wealth Advisors, LLC$195,452$219,617,000$6,326,000$225,943,000
9Portland Private Wealth Management, Inc.$211,112$179,825,322$9,542,422$189,367,744
10S & P Financial, Inc.$220,568$205,569,016$205,569,016
11CWC Advisors, LLC$234,690$118,849,004$3,659,212$122,508,216
12Von Borstel & Associates, Inc.$237,324$385,414,432$385,414,432
13Horst & Graben Wealth Management, LLC$243,930$446,877,628$96,355,112$543,232,740
14Welch Investment Group, LLC$250,401$180,038,322$180,038,322
15Grange Capital, LLC$265,178$107,685,000$2,629,000$110,314,000
16Capstone Wealth Management Group, LLC$269,380$148,100,699$32,383,796$180,484,495
17MSP Wealth Management, LLC$276,122$134,682,686$5,863,243$140,545,929
18BLUE WATER WEALTH$278,912$192,000,000$13,000,000$205,000,000
19Koenig Investment Advisory, LLC$282,977$199,781,708$199,781,708
20VALENTINE VENTURES, LLC$310,804$137,685,982$137,685,982
21The H Group, Inc.$311,866$712,614,862$712,614,862
22Cordant, Inc.$312,116$217,762,241$6,024,761$223,787,002
23KOENIG INVESTMENT ADVISORY, LLC$318,273$183,007,038$183,007,038
24Cairn Investment Group, Inc.$319,543$179,038,921$38,569,522$217,608,443
25Tru Independence Asset Management 2$320,938$140,249,842$140,249,842
26Keudell Morrison Wealth Management, LLC$336,873$450,559,746$108,649,211$559,208,957
27Oswego Wealth Advisors Inc.$337,676$217,801,000$217,801,000
2844 Wealth Management LLC$347,626$363,964,862$363,964,862
29HARFST AND ASSOCIATES, INC.$349,500$403,479,730$29,900,136$433,379,866
30Pure Portfolios Holdings LLC$355,555$203,021,939$203,021,939
31Capital Financial Planners, LLC$357,724$186,016,363$186,016,363
32Sheppard Wealth Management, LLC$380,545$124,244,299$18,079,593$142,323,892
33Provest Capital Management LLC$383,921$110,683,420$11,019,496$121,702,916
34Ascent Capital Management, LLC$404,553$328,944,907$6,429,798$335,374,705
35JGP Wealth Management, LLC$411,355$747,021,315$747,021,315
36Capstone Wealth Advisors, LLC$468,694$568,057,190$568,057,190
37Silver Oak Advisory Group, Inc.$480,257$211,492,673$83,385,118$294,877,791
38Sittner & Nelson, LLC$488,675$572,004,625$16,849,050$588,853,675
39Cable Hill Partners, LLC$538,379$1,018,738,550$184,000,000$1,202,738,550
40CONFLUENCE WEALTH MANAGEMENT LLC$569,718$772,279,810$9,943,485$782,223,295
41Rain Capital Management, LLC$575,573$377,000,000$377,000,000
42My Legacy Advisors, LLC$584,183$244,772,704$244,772,704
43Northwest Investment Counselors LLC$623,161$508,499,398$508,499,398
44IMS Capital Management Inc.$659,953$317,725,352$1,691,691$319,417,043
45Vision Capital Management, Inc.$663,941$864,451,314$864,451,314
46Summa Global Advisors, LLC$670,895$136,868,301$109,350,173$246,218,474
47Cutler Investment Counsel, LLC$676,895$725,000,000$25,000,000$750,000,000
48Delap Wealth Advisory, LLC$703,075$140,615,057$140,615,057
49Allium Financial Advisors, LLC$714,764$333,498,940$4,584,296$338,083,236
50Vista Capital Partners, Inc.$780,456$1,881,679,753$1,881,679,753
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Showing 1 to 50 of 62 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 Carline Murphy.

*Methodology:InvestmentNews qualified firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2020. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2019, (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) nor one who is an insurance company or agency.

Database last updated on June, 2020.