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