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

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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