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 | $2,562,018 | $3,574,014,983 | — | $3,574,014,983 |
| 2 | Vergepointe Wealth Management, LLC | $2,532,604 | $211,185,311 | $6,618,603 | $217,803,914 |
| 3 | Ferguson Wellman Capital Management, Inc. | $2,051,730 | $6,854,828,294 | — | $6,854,828,294 |
| 4 | Sound Investment Management Inc | $1,623,784 | — | $165,625,974 | $165,625,974 |
| 5 | Etesian Wealth Advisors, Inc. | $1,391,714 | $264,709,008 | $2,500,000 | $267,209,008 |
| 6 | BAKER ELLIS ASSET MANAGEMENT LLC | $1,091,173 | $590,324,664 | — | $590,324,664 |
| 7 | Peregrine Asset Advisers, Inc. | $1,015,744 | $373,322,433 | $3,518,670 | $376,841,103 |
| 8 | PROGRESSIVE INVESTMENT MANAGEMENT CORPORATION | $999,272 | $446,674,442 | — | $446,674,442 |
| 9 | The H Group Washington, Inc. | $977,506 | $147,603,399 | — | $147,603,399 |
| 10 | True North Retirement Advisors, LLC | $976,993 | $263,930,816 | $27,213,115 | $291,143,931 |
| 11 | Vista Capital Partners, Inc. | $780,456 | $1,881,679,753 | — | $1,881,679,753 |
| 12 | Allium Financial Advisors, LLC | $714,764 | $333,498,940 | $4,584,296 | $338,083,236 |
| 13 | Delap Wealth Advisory, LLC | $703,075 | $140,615,057 | — | $140,615,057 |
| 14 | Summa Global Advisors, LLC | $670,895 | $136,868,301 | $109,350,173 | $246,218,474 |
| 15 | Vision Capital Management, Inc. | $663,941 | $864,451,314 | — | $864,451,314 |
| 16 | Rain Capital Management, LLC | $575,573 | $377,000,000 | — | $377,000,000 |
| 17 | CONFLUENCE WEALTH MANAGEMENT LLC | $569,718 | $772,279,810 | $9,943,485 | $782,223,295 |
| 18 | Cable Hill Partners, LLC | $538,379 | $1,018,738,550 | $184,000,000 | $1,202,738,550 |
| 19 | Sittner & Nelson, LLC | $488,675 | $572,004,625 | $16,849,050 | $588,853,675 |
| 20 | Silver Oak Advisory Group, Inc. | $480,257 | $211,492,673 | $83,385,118 | $294,877,791 |
| 21 | JGP Wealth Management, LLC | $411,355 | $747,021,315 | — | $747,021,315 |
| 22 | Ascent Capital Management, LLC | $404,553 | $328,944,907 | $6,429,798 | $335,374,705 |
| 23 | Provest Capital Management LLC | $383,921 | $110,683,420 | $11,019,496 | $121,702,916 |
| 24 | Sheppard Wealth Management, LLC | $380,545 | $124,244,299 | $18,079,593 | $142,323,892 |
| 25 | Capital Financial Planners, LLC | $357,724 | $186,016,363 | — | $186,016,363 |
| 26 | HARFST AND ASSOCIATES, INC. | $349,500 | $403,479,730 | $29,900,136 | $433,379,866 |
| 27 | 44 Wealth Management LLC | $347,626 | $363,964,862 | — | $363,964,862 |
| 28 | Keudell Morrison Wealth Management, LLC | $336,873 | $450,559,746 | $108,649,211 | $559,208,957 |
| 29 | Tru Independence Asset Management 2 | $320,938 | $140,249,842 | — | $140,249,842 |
| 30 | Cairn Investment Group, Inc. | $319,543 | $179,038,921 | $38,569,522 | $217,608,443 |
| 31 | KOENIG INVESTMENT ADVISORY, LLC | $318,273 | $183,007,038 | — | $183,007,038 |
| 32 | Cordant, Inc. | $312,116 | $217,762,241 | $6,024,761 | $223,787,002 |
| 33 | VALENTINE VENTURES, LLC | $310,804 | $137,685,982 | — | $137,685,982 |
| 34 | Koenig Investment Advisory, LLC | $282,977 | $199,781,708 | — | $199,781,708 |
| 35 | BLUE WATER WEALTH | $278,912 | $192,000,000 | $13,000,000 | $205,000,000 |
| 36 | Capstone Wealth Management Group, LLC | $269,380 | $148,100,699 | $32,383,796 | $180,484,495 |
| 37 | Grange Capital, LLC | $265,178 | $107,685,000 | $2,629,000 | $110,314,000 |
| 38 | Welch Investment Group, LLC | $250,401 | $180,038,322 | — | $180,038,322 |
| 39 | Horst & Graben Wealth Management, LLC | $243,930 | $446,877,628 | $96,355,112 | $543,232,740 |
| 40 | Von Borstel & Associates, Inc. | $237,324 | $385,414,432 | — | $385,414,432 |
| 41 | CWC Advisors, LLC | $234,690 | $118,849,004 | $3,659,212 | $122,508,216 |
| 42 | Wealth Advisors Northwest LLC | $172,717 | $125,813,592 | $4,933,092 | $130,746,684 |
| 43 | SMB Financial Services, Inc. | $170,995 | $128,965,331 | $7,317,522 | $136,282,853 |
| 44 | TENBRIDGE 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.
