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$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
5Etesian Wealth Advisors, Inc.$1,391,714$264,709,008$2,500,000$267,209,008
6BAKER ELLIS ASSET MANAGEMENT LLC$1,091,173$590,324,664$590,324,664
7Peregrine Asset Advisers, Inc.$1,015,744$373,322,433$3,518,670$376,841,103
8PROGRESSIVE INVESTMENT MANAGEMENT CORPORATION$999,272$446,674,442$446,674,442
9The H Group Washington, Inc.$977,506$147,603,399$147,603,399
10True North Retirement Advisors, LLC$976,993$263,930,816$27,213,115$291,143,931
11Vista Capital Partners, Inc.$780,456$1,881,679,753$1,881,679,753
12Allium Financial Advisors, LLC$714,764$333,498,940$4,584,296$338,083,236
13Delap Wealth Advisory, LLC$703,075$140,615,057$140,615,057
14Summa Global Advisors, LLC$670,895$136,868,301$109,350,173$246,218,474
15Vision Capital Management, Inc.$663,941$864,451,314$864,451,314
16Rain Capital Management, LLC$575,573$377,000,000$377,000,000
17CONFLUENCE WEALTH MANAGEMENT LLC$569,718$772,279,810$9,943,485$782,223,295
18Cable Hill Partners, LLC$538,379$1,018,738,550$184,000,000$1,202,738,550
19Sittner & Nelson, LLC$488,675$572,004,625$16,849,050$588,853,675
20Silver Oak Advisory Group, Inc.$480,257$211,492,673$83,385,118$294,877,791
21JGP Wealth Management, LLC$411,355$747,021,315$747,021,315
22Ascent Capital Management, LLC$404,553$328,944,907$6,429,798$335,374,705
23Provest Capital Management LLC$383,921$110,683,420$11,019,496$121,702,916
24Sheppard Wealth Management, LLC$380,545$124,244,299$18,079,593$142,323,892
25Capital Financial Planners, LLC$357,724$186,016,363$186,016,363
26HARFST AND ASSOCIATES, INC.$349,500$403,479,730$29,900,136$433,379,866
2744 Wealth Management LLC$347,626$363,964,862$363,964,862
28Keudell Morrison Wealth Management, LLC$336,873$450,559,746$108,649,211$559,208,957
29Tru Independence Asset Management 2$320,938$140,249,842$140,249,842
30Cairn Investment Group, Inc.$319,543$179,038,921$38,569,522$217,608,443
31KOENIG INVESTMENT ADVISORY, LLC$318,273$183,007,038$183,007,038
32Cordant, Inc.$312,116$217,762,241$6,024,761$223,787,002
33VALENTINE VENTURES, LLC$310,804$137,685,982$137,685,982
34Koenig Investment Advisory, LLC$282,977$199,781,708$199,781,708
35BLUE WATER WEALTH$278,912$192,000,000$13,000,000$205,000,000
36Capstone Wealth Management Group, LLC$269,380$148,100,699$32,383,796$180,484,495
37Grange Capital, LLC$265,178$107,685,000$2,629,000$110,314,000
38Welch Investment Group, LLC$250,401$180,038,322$180,038,322
39Horst & Graben Wealth Management, LLC$243,930$446,877,628$96,355,112$543,232,740
40Von Borstel & Associates, Inc.$237,324$385,414,432$385,414,432
41CWC Advisors, LLC$234,690$118,849,004$3,659,212$122,508,216
42Wealth Advisors Northwest LLC$172,717$125,813,592$4,933,092$130,746,684
43SMB Financial Services, Inc.$170,995$128,965,331$7,317,522$136,282,853
44TENBRIDGE PARTNERS LLC$164,481$117,603,812$117,603,812

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 Research.

Reprints: For reprints of these rankings, please contact Caroline Murphy.

*Methodology: InvestmentNews qualified 2,756 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2020, (2) total AUM is at least $100M, (3) does not have employees who are registered representatives of a broker-dealer, (4) managed assets for individual 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 July 2021.