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
1Becker Capital Management Inc$2,562,018$3,574,014,983$3,574,014,983
2Vergepointe Wealth Management, LLC$2,532,604$211,185,311$6,618,603$217,803,914
3Ferguson Wellman Capital Management, Inc.$2,051,730$6,854,828,294$6,854,828,294
4Sound Investment Management Inc$1,623,784$165,625,974$165,625,974
5Scott Capital Advisors, LLC$1,550,623$647,274,000$35,000,000$682,274,000
6Etesian Wealth Advisors, Inc.$1,391,714$264,709,008$2,500,000$267,209,008
7BAKER ELLIS ASSET MANAGEMENT LLC$1,091,173$590,324,664$590,324,664
8Springwater Wealth Management, LLC$1,054,312$127,050,000$38,477,000$165,527,000
9Peregrine Asset Advisers, Inc.$1,015,744$373,322,433$3,518,670$376,841,103
10PROGRESSIVE INVESTMENT MANAGEMENT CORPORATION$999,272$446,674,442$446,674,442
11The H Group Washington, Inc.$977,506$147,603,399$147,603,399
12True North Retirement Advisors, LLC$976,993$263,930,816$27,213,115$291,143,931
13Vista Capital Partners, Inc.$780,456$1,881,679,753$1,881,679,753
14Allium Financial Advisors, LLC$714,764$333,498,940$4,584,296$338,083,236
15Delap Wealth Advisory, LLC$703,075$140,615,057$140,615,057
16Cutler Investment Counsel, LLC$676,895$725,000,000$25,000,000$750,000,000
17Summa Global Advisors, LLC$670,895$136,868,301$109,350,173$246,218,474
18Vision Capital Management, Inc.$663,941$864,451,314$864,451,314
19IMS Capital Management Inc.$659,953$317,725,352$1,691,691$319,417,043
20Northwest Investment Counselors LLC$623,161$508,499,398$508,499,398
21My Legacy Advisors, LLC$584,183$244,772,704$244,772,704
22Rain Capital Management, LLC$575,573$377,000,000$377,000,000
23CONFLUENCE WEALTH MANAGEMENT LLC$569,718$772,279,810$9,943,485$782,223,295
24Cable Hill Partners, LLC$538,379$1,018,738,550$184,000,000$1,202,738,550
25Sittner & Nelson, LLC$488,675$572,004,625$16,849,050$588,853,675
26Silver Oak Advisory Group, Inc.$480,257$211,492,673$83,385,118$294,877,791
27Capstone Wealth Advisors, LLC$468,694$568,057,190$568,057,190
28JGP Wealth Management, LLC$411,355$747,021,315$747,021,315
29Ascent Capital Management, LLC$404,553$328,944,907$6,429,798$335,374,705
30Provest Capital Management LLC$383,921$110,683,420$11,019,496$121,702,916
31Sheppard Wealth Management, LLC$380,545$124,244,299$18,079,593$142,323,892
32Capital Financial Planners, LLC$357,724$186,016,363$186,016,363
33Pure Portfolios Holdings LLC$355,555$203,021,939$203,021,939
34HARFST AND ASSOCIATES, INC.$349,500$403,479,730$29,900,136$433,379,866
3544 Wealth Management LLC$347,626$363,964,862$363,964,862
36Oswego Wealth Advisors Inc.$337,676$217,801,000$217,801,000
37Keudell Morrison Wealth Management, LLC$336,873$450,559,746$108,649,211$559,208,957
38Tru Independence Asset Management 2$320,938$140,249,842$140,249,842
39Cairn Investment Group, Inc.$319,543$179,038,921$38,569,522$217,608,443
40KOENIG INVESTMENT ADVISORY, LLC$318,273$183,007,038$183,007,038
41Cordant, Inc.$312,116$217,762,241$6,024,761$223,787,002
42The H Group, Inc.$311,866$712,614,862$712,614,862
43VALENTINE VENTURES, LLC$310,804$137,685,982$137,685,982
44Koenig Investment Advisory, LLC$282,977$199,781,708$199,781,708
45BLUE WATER WEALTH$278,912$192,000,000$13,000,000$205,000,000
46MSP Wealth Management, LLC$276,122$134,682,686$5,863,243$140,545,929
47Capstone Wealth Management Group, LLC$269,380$148,100,699$32,383,796$180,484,495
48Grange Capital, LLC$265,178$107,685,000$2,629,000$110,314,000
49Welch Investment Group, LLC$250,401$180,038,322$180,038,322
50Horst & Graben Wealth Management, LLC$243,930$446,877,628$96,355,112$543,232,740
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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.