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
1Fisher Investments$1,638,710$94,107,835,606$94,107,835,606
2Brighton Jones$3,084,560$5,163,863,381$135,410,291$5,299,273,672
3Freestone Capital Management, LLC$568,431$4,041,967,180$647,585,491$4,689,552,671
4Columbia Pacific Wealth Management$4,575,076$2,426,056,543$1,298,055,353$3,724,111,896
5Cornerstone Advisors Inc$821,677$3,405,849,216$3,405,849,216
6Pacific Portfolio Consulting, LLC$12,030,888$770,923,550$2,633,817,831$3,404,741,381
7Badgley PheLPs Wealth Managers$1,633,505$2,452,668,095$183,808,878$2,636,476,973
8The Pacific Financial Group, Inc.$140,495$2,540,649,043$23,954,982$2,564,604,025
9McCutchen Group$2,975,917$1,523,730,652$1,002,823,000$2,526,553,652
10Evergreen Capital Management LLC$1,295,457$2,078,874,887$118,219,338$2,197,094,225
11Filament$3,453,920$1,047,757,934$689,563,777$1,737,321,711
12Laird Norton Wealth Management$1,156,537$1,416,319,379$206,302,171$1,622,621,550
13Chicago Capital, LLC$1,410,007$1,586,263,267$1,404,602$1,587,667,869
14Barwick & Partners, Inc.$4,024,653$1,459,945,631$45,274,686$1,505,220,317
15The Clarius Group, LLC$2,688,423$804,451,302$593,528,724$1,397,980,026
16Bristlecone Advisors LLC$1,502,066$1,186,632,301$1,186,632,301
17Paracle Advisors$626,752$897,472,775$8,183,196$905,655,971
18Tradewinds Capital Management$158,400$764,279,147$764,279,147
19Highland Private Wealth Management$719,148$567,643,343$30,687,904$598,331,247
20Auxano Advisors$490,702$448,367,100$121,338,400$569,705,500
21First Pacific Financial, Inc.$249,338$556,771,575$556,771,575
22Viridian Ria, LLC$246,794$490,830,487$55,323,710$546,154,197
23NewFocus Financial Group$361,341$503,709,525$503,709,525
24Conlon Dart Wealth Management$1,534,686$484,960,806$484,960,806
25Financial Plan, Inc.$215,087$465,878,923$465,878,923
26Leonard Rickey Investment Advisors, PLLC$205,882$428,906,867$15,798,298$444,705,165
27Strategic Wealth Management Inc$4,711,622$418,234,434$24,658,044$442,892,478
28Avier Wealth Advisors$282,671$401,768,173$26,760,537$428,528,710
29James R. Martin Consulting, Inc$650,181$386,207,585$386,207,585
30Vestory$203,003$360,199,529$21,039,846$381,239,375
31Financial Insights Inc$566,105$366,591,409$1,376,605$367,968,014
32Hart Capital Management, Inc.$346,277$331,391,601$32,199,634$363,591,235
33180 Wealth Advisors, LLC$184,104$275,395,565$87,841,444$363,237,009
34Personal Investment Management Inc$368,116$347,501,297$347,501,297
35Ten Capital Investment Advisors$237,492$320,180,182$23,470,566$343,650,748
36Capital Planning LLC$280,537$264,541,310$62,564,274$327,105,584
37Columbia River Advisors$309,079$311,436,135$14,023,855$325,459,990
38Kutscher Benner Barsness & Stevens, Inc.$541,361$325,357,941$325,357,941
39Quantum Financial Planning Services, Inc.$179,150$290,375,608$26,540,008$316,915,616
40Executive Wealth Group, LLC$1,403,009$310,064,952$310,064,952
41McIlrath & Eck, LLC$164,508$308,288,873$308,288,873
42HBC Financial Services, PLLC$494,931$262,306,690$39,601,235$301,907,925
43Joslin Capital Advisors LLC$559,703$188,417,629$109,344,171$297,761,800
44Harbour Investment Management LLC$657,264$290,510,784$290,510,784
45Northern Capital Management, Inc.$162,014$280,842,393$576,138$281,418,531
46Private Advisory Group LLC$323,802$278,591,528$1,497,268$280,088,796
47Robinswood Financial$266,623$272,011,165$2,344,402$274,355,567
48Trellis Advisors$271,416$265,830,243$6,671,490$272,501,733
49Conway Jarvis$1,203,540$272,000,000$272,000,000
50Clear Creek Financial Management, LLC$148,110$257,414,816$257,414,816
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Showing 1 to 50 of 73 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.

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