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.


# of employees


High-net-worth client assets

Total AUM


Total accounts


Discretionary AUM


Avg. discretionary account AUM


Non-discretionary AUM


Non-discretionary accounts


Average non-discretionary account AUM


Avg. account AUM

Rank Business Name Avg. account AUM Discretionary AUM Non-discretionary AUM Total AUM
1Fisher Investments$1,744,458$120,949,000,000$120,949,000,000
2Brighton Jones$3,410,072$6,700,909,908$98,773,677$6,799,683,585
3Freestone Capital Management, Llc$1,675,018$4,752,298,724$649,633,025$5,401,931,749
4Columbia Pacific Wealth Management$5,440,495$2,368,805,933$2,103,280,676$4,472,086,609
5Cornerstone Advisors Inc$947,966$3,960,599,929$3,960,599,929
6Pacific Portfolio Consulting, Llc$13,498,639$918,899,914$2,847,220,311$3,766,120,225
7Badgley Phelps Wealth Managers$1,851,502$2,985,482,288$210,209,659$3,195,691,947
8Mccutchen Group Llc$3,102,360$2,120,283,620$885,902,985$3,006,186,605
9The Pacific Financial Group, Inc.$124,683$2,336,318,385$2,336,318,385
10The Clarius Group, Llc$3,590,416$1,367,396,981$671,959,108$2,039,356,089
11Filament, Llc$3,805,466$1,255,714,033$749,766,663$2,005,480,696
12Laird Norton Wealth Management$1,256,300$1,499,434,619$270,692,417$1,770,127,036
13Bristlecone Advisors Llc$1,667,223$1,333,778,076$1,333,778,076
14Paracle Advisors Llc$760,839$1,229,155,778$4,925,299$1,234,081,077
15Parcion Private Wealth Llc$1,219,091$1,130,097,150$1,130,097,150
16Garde Capital, Inc.$2,284,497$1,041,873,000$34,125,000$1,075,998,000
17Tradewinds Capital Management, Llc$255,682$920,710,396$920,710,396
18Highland Private Wealth Management$826,727$786,924,700$29,881,938$816,806,638
19Auxano Advisors$568,037$580,443,900$129,033,800$709,477,700
20Martel Wealth Advisors Inc$268,614$589,519,621$104,041,125$693,560,746
21First Pacific Financial, Inc.$285,489$683,174,366$683,174,366
22Viridian Ria, Llc$282,870$581,386,000$32,725,000$614,111,000
23Newfocus Financial Group, Llc$380,186$602,974,548$602,974,548
24Clear Creek Financial Management, Llc$129,510$580,302,000$1,200,000$581,502,000
25Hohimer Wealth Management, Llc$913,319$517,646,457$52,264,867$569,911,324
26Financial Plan, Inc.$226,332$567,187,377$567,187,377
27Strategic Wealth Management Inc$6,442,619$464,729,042$63,565,693$528,294,735
28Leonard Rickey Investment Advisors, P.L.L.C.$221,142$493,781,168$16,836,097$510,617,265
29180 Wealth Advisors, Llc$285,714$335,097,710$142,902,290$478,000,000
30James R. Martin Consulting, Inc$678,622$460,784,097$460,784,097
31Vestory, Llc$207,548$433,424,640$22,351,831$455,776,471
32Avier Wealth Advisors$327,167$398,129,060$55,979,133$454,108,193
33Ten Capital Wealth Advisors, Llc$296,032$423,817,260$28,518,960$452,336,220
34Capital Planning Llc$337,953$432,287,483$2,320,555$434,608,038
35Hart Capital Management, Inc.$431,870$394,927,629$38,669,882$433,597,511
36Mcilrath & Eck, Llc$182,877$397,208,133$397,208,133
37Kutscher Benner Barsness & Stevens, Inc.$630,744$385,384,487$385,384,487
38Personal Investment Management Inc$420,719$382,433,546$382,433,546
39Financial Insights Inc$566,105$366,591,409$1,376,605$367,968,014
40Private Advisory Group Llc$374,093$365,357,250$2,376,000$367,733,250
41Columbia River Advisors$374,255$349,327,360$15,945,690$365,273,050
42Hbc Financial Services, Pllc$571,963$331,285,896$32,482,871$363,768,767
43Executive Wealth Group, Llc$1,590,215$353,027,792$353,027,792
44Joslin Capital Advisors Llc$646,115$234,653,515$112,956,615$347,610,130
45Harbour Investment Management L.L.C.$704,502$345,206,026$345,206,026
46Quantum Financial Planning Services, Inc.$185,771$302,376,637$32,754,012$335,130,649
47Northern Capital Management, Inc.$189,661$326,881,141$662,654$327,543,795
48Talbot Financial, Llc$1,590,481$321,078,631$198,500$321,277,131
49Emerald Advisors, Llc$1,117,057$311,658,921$311,658,921
50Security First Advisors$234,873$297,349,257$297,349,257
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Showing 1 to 50 of 82 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.