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
1Allen Capital Management, Llc$605,113$107,104,920$107,104,920
2Allium Financial Advisors, Llc$2,357,362$205,090,502$205,090,502
3Ascent Capital Management, Llc$251,065$222,443,837$222,443,837
4Becker Capital Management, Inc.$3,310,236$3,962,352,799$3,962,352,799
5Blue Water Wealth$373,941$150,440,550$4,745,000$155,185,550
6Cable Hill Partners, Llc$347,734$610,320,000$98,014,000$708,334,000
7Cairn Investment Group$303,584$160,553,834$24,936,140$185,489,974
8Capstone Wealth Advisors, Llc$121,949$304,628,523$304,628,523
9Capstone Wealth Management Group, Llc$564,007$115,029,132$23,716,469$138,745,601
10Catalyst Financial Nw Corporation$109,866$98,276,009$9,831,966$108,107,975
11Confluence Wealth Management Llc$493,141$650,027,022$3,877,476$653,904,498
12Cordant, Inc.$268,365$169,248,961$6,261,926$175,510,887
13Etesian Wealth Advisors, Inc.$1,484,133$213,299,291$1,900,000$215,199,291
14Ferguson Wellman Capital Management, Inc.$1,649,221$4,965,805,899$4,965,805,899
15Harfst And Associates, Inc.$354,364$383,266,744$31,339,103$414,605,847
16Ims Capital Management$1,245,933$273,411,125$35,580,219$308,991,344
17Jgp Wealth Management, Llc$345,136$511,836,473$511,836,473
18Keudell Morrison Wealth Management, Llc$266,540$351,710,673$63,292,464$415,003,137
19Kingsview Asset Management, LLC$188,381$937,382,350$937,382,350
20Koenig Investment Advisory, Llc$254,592$152,755,310$152,755,310
21Northwest Investment Counselors$1,313,702$413,816,000$413,816,000
22Peregrine Asset Advisers, Inc.$310,282$320,703,741$3,230,431$323,934,172
23Progressive Investment Management Corporation$868,965$376,261,720$376,261,720
24Rain Capital Management$513,151$308,404,000$308,404,000
25Retirement Planning Specialists, Inc.$263,487$19,948,186$194,793,814$214,742,000
26Schulmerich & Associates Asset Management$188,811$135,000,000$135,000,000
27Sheppard Wealth Management, Llc$980,156$123,701,778$6,659,027$130,360,805
28Silver Oak Advisory Group$370,947$170,102,471$65,448,996$235,551,467
29Smb Financial Services, Inc.$147,164$94,362,234$7,327,878$101,690,112
30Sound Investment Management Inc$1,381,354$142,279,481$142,279,481
31Springwater Wealth Management, Llc$996,667$117,282,000$32,218,000$149,500,000
32Stangier Wealth Management$135,811$160,529,000$160,529,000
33Summa Global Advisors, Llc$503,810$104,831,730$54,876,151$159,707,881
34Tenbridge Partners Llc$138,542$110,001,955$110,001,955
35The H Group, Inc.$274,975$531,801,855$531,801,855
36Tru Independence Asset Management, LLC$1,198,487$901,262,448$901,262,448
37True North Retirement Advisors, Llc$226,065$192,056,000$23,158,000$215,214,000
38Valentine Ventures, Llc$295,777$144,339,314$144,339,314
39Vergepointe Wealth Management, Llc$1,096,364$171,130,107$4,288,171$175,418,278
40Vision Capital Management Inc$490,982$604,890,381$604,890,381
41Vista Capital Partners, Inc.$671,209$1,340,404,949$1,340,404,949
42Welch Investment Group, Llc$191,147$123,672,029$123,672,029
43Worldview Wealth Advisors$1,052,632$117,700,000$2,300,000$120,000,000

Showing 1 to 43 of 43 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.