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
1ALLIUM FINANCIAL ADVISORS, LLC$1,034,084$252,531,397$17,364,525$269,895,922
2ASCENT CAPITAL MANAGEMENT, LLC$293,252$240,791,289$2,314,256$243,105,545
3BAKER ELLIS ASSET MANAGEMENT LLC$1,091,173$590,324,664$590,324,664
4BECKER CAPITAL MANAGEMENT, INC.$3,336,859$4,307,884,565$4,307,884,565
5BLUE WATER WEALTH$278,912$192,000,000$13,000,000$205,000,000
6CABLE HILL PARTNERS, LLC$376,721$832,820,000$155,318,000$988,138,000
7CAIRN INVESTMENT GROUP$300,229$175,872,592$33,687,037$209,559,629
8CAPSTONE WEALTH ADVISORS, LLC$147,641$193,556,948$193,556,948
9CATALYST FINANCIAL NW CORPORATION$121,919$117,000,000$12,600,000$129,600,000
10CLEARVIEW WEALTH ADVISORS, LLC$185,024$187,333,171$5,647,352$192,980,523
11CONFLUENCE WEALTH MANAGEMENT LLC$569,718$772,279,810$9,943,485$782,223,295
12CORDANT, INC.$302,436$193,375,787$5,627,250$199,003,037
13DELAP WEALTH ADVISORY, LLC$495,329$102,533,136$102,533,136
14ETESIAN WEALTH ADVISORS, INC.$1,529,412$231,500,000$2,500,000$234,000,000
15FERGUSON WELLMAN CAPITAL MANAGEMENT, INC.$1,888,986$5,961,638,487$5,961,638,487
16HARFST AND ASSOCIATES, INC.$349,500$403,479,730$29,900,136$433,379,866
17HORST & GRABEN WEALTH MANAGEMENT, LLC$193,503$385,541,950$23,330,435$408,872,385
18IMS CAPITAL MANAGEMENT$649,733$310,155,240$416,953$310,572,193
19JGP WEALTH MANAGEMENT, LLC$398,504$628,440,669$628,440,669
20KEUDELL MORRISON WEALTH MANAGEMENT, LLC$314,407$386,165,379$123,802,889$509,968,268
21KOENIG INVESTMENT ADVISORY, LLC$318,273$183,007,038$183,007,038
22MSP WEALTH MANAGEMENT, LLC$216,701$103,100,000$2,000,000$105,100,000
23MY LEGACY ADVISORS, LLC$187,698$175,497,326$175,497,326
24NORTHWEST INVESTMENT COUNSELORS$543,751$452,400,420$452,400,420
25PEREGRINE ASSET ADVISERS, INC.$323,232$332,561,526$10,387,535$342,949,061
26PORTLAND PRIVATE WEALTH MANAGEMENT, INC.$198,716$126,584,990$4,766,601$131,351,591
27PROGRESSIVE INVESTMENT MANAGEMENT CORPORATION$999,272$446,674,442$446,674,442
28RAIN CAPITAL MANAGEMENT$544,428$353,878,000$353,878,000
29RETIREMENT PLANNING SPECIALISTS, INC.$220,568$205,569,016$205,569,016
30SHEPPARD WEALTH MANAGEMENT, LLC$1,058,632$129,153,099$129,153,099
31SILVER OAK ADVISORY GROUP$445,026$189,494,032$75,296,183$264,790,215
32SMB FINANCIAL SERVICES, INC.$152,344$112,095,752$5,818,838$117,914,590
33SOUND INVESTMENT MANAGEMENT INC$1,545,417$156,087,132$156,087,132
34SPRINGWATER WEALTH MANAGEMENT, LLC$1,140,000$130,498,000$40,502,000$171,000,000
35STANGIER WEALTH MANAGEMENT$148,054$176,924,286$176,924,286
36SUMMA GLOBAL ADVISORS, LLC$552,658$120,909,207$83,021,605$203,930,812
37TENBRIDGE PARTNERS LLC$164,481$117,603,812$117,603,812
38THE H GROUP WASHINGTON, INC.$278,208$114,065,193$114,065,193
39THE H GROUP, INC.$315,198$654,036,123$654,036,123
40TRUE NORTH RETIREMENT ADVISORS, LLC$877,904$237,839,125$27,287,780$265,126,905
41VALENTINE VENTURES, LLC$310,804$137,685,982$137,685,982
42VERGEPOINTE WEALTH MANAGEMENT, LLC$2,614,685$185,328,384$5,543,640$190,872,024
43VISION CAPITAL MANAGEMENT INC$585,346$728,170,319$728,170,319
44VISTA CAPITAL PARTNERS, INC.$749,653$1,620,750,645$1,620,750,645

Showing 1 to 44 of 44 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 Sabrina Straub.

*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.