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
1Welch Investment Group, LLC$250,401$180,038,322$180,038,322
2Wealth Advisors Northwest LLC$172,717$125,813,592$4,933,092$130,746,684
3Von Borstel & Associates, Inc.$237,324$385,414,432$385,414,432
4Vista Capital Partners, Inc.$780,456$1,881,679,753$1,881,679,753
5Vision Capital Management, Inc.$663,941$864,451,314$864,451,314
6Vergepointe Wealth Management, LLC$2,532,604$211,185,311$6,618,603$217,803,914
7VALENTINE VENTURES, LLC$310,804$137,685,982$137,685,982
8True North Retirement Advisors, LLC$976,993$263,930,816$27,213,115$291,143,931
9Tru Independence Asset Management 2$320,938$140,249,842$140,249,842
10The H Group Washington, Inc.$977,506$147,603,399$147,603,399
11TENBRIDGE PARTNERS LLC$164,481$117,603,812$117,603,812
12Summa Global Advisors, LLC$670,895$136,868,301$109,350,173$246,218,474
13Sound Investment Management Inc$1,623,784$165,625,974$165,625,974
14SMB Financial Services, Inc.$170,995$128,965,331$7,317,522$136,282,853
15Sittner & Nelson, LLC$488,675$572,004,625$16,849,050$588,853,675
16Silver Oak Advisory Group, Inc.$480,257$211,492,673$83,385,118$294,877,791
17Sheppard Wealth Management, LLC$380,545$124,244,299$18,079,593$142,323,892
18Rain Capital Management, LLC$575,573$377,000,000$377,000,000
19Provest Capital Management LLC$383,921$110,683,420$11,019,496$121,702,916
20PROGRESSIVE INVESTMENT MANAGEMENT CORPORATION$999,272$446,674,442$446,674,442
21Peregrine Asset Advisers, Inc.$1,015,744$373,322,433$3,518,670$376,841,103
22Koenig Investment Advisory, LLC$282,977$199,781,708$199,781,708
23KOENIG INVESTMENT ADVISORY, LLC$318,273$183,007,038$183,007,038
24Keudell Morrison Wealth Management, LLC$336,873$450,559,746$108,649,211$559,208,957
25JGP Wealth Management, LLC$411,355$747,021,315$747,021,315
26Horst & Graben Wealth Management, LLC$243,930$446,877,628$96,355,112$543,232,740
27HARFST AND ASSOCIATES, INC.$349,500$403,479,730$29,900,136$433,379,866
28Grange Capital, LLC$265,178$107,685,000$2,629,000$110,314,000
29Ferguson Wellman Capital Management, Inc.$2,051,730$6,854,828,294$6,854,828,294
30Etesian Wealth Advisors, Inc.$1,391,714$264,709,008$2,500,000$267,209,008
31Delap Wealth Advisory, LLC$703,075$140,615,057$140,615,057
32CWC Advisors, LLC$234,690$118,849,004$3,659,212$122,508,216
33Cordant, Inc.$312,116$217,762,241$6,024,761$223,787,002
34CONFLUENCE WEALTH MANAGEMENT LLC$569,718$772,279,810$9,943,485$782,223,295
35Capstone Wealth Management Group, LLC$269,380$148,100,699$32,383,796$180,484,495
36Capital Financial Planners, LLC$357,724$186,016,363$186,016,363
37Cairn Investment Group, Inc.$319,543$179,038,921$38,569,522$217,608,443
38Cable Hill Partners, LLC$538,379$1,018,738,550$184,000,000$1,202,738,550
39BLUE WATER WEALTH$278,912$192,000,000$13,000,000$205,000,000
40Becker Capital Management Inc$2,562,018$3,574,014,983$3,574,014,983
41BAKER ELLIS ASSET MANAGEMENT LLC$1,091,173$590,324,664$590,324,664
42Ascent Capital Management, LLC$404,553$328,944,907$6,429,798$335,374,705
43Allium Financial Advisors, LLC$714,764$333,498,940$4,584,296$338,083,236
4444 Wealth Management LLC$347,626$363,964,862$363,964,862

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.