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$2,240,430$96,031,566,281$0$96,031,566,281
2Brighton Jones$3,340,910$4,881,664,540$79,587,358$4,961,251,898
3Freestone Capital Management, LLC$560,853$3,610,493,845$627,307,840$4,237,801,685
4Cornerstone Advisors Inc$892,555$3,701,427,589$0$3,701,427,589
5Pacific Portfolio Consulting, LLC$12,893,461$815,561,533$2,833,287,983$3,648,849,516
6Columbia Pacific Wealth Management$4,654,508$2,209,590,953$1,290,599,043$3,500,189,996
7The Pacific Financial Group, Inc.$146,479$2,523,525,417$27,556,566$2,551,081,983
8McCutchen Group$3,391,408$1,559,339,579$940,127,849$2,499,467,428
9Badgley PheLPs Wealth Managers$1,598,117$2,300,787,662$189,079,047$2,489,866,709
10Evergreen Capital Management LLC$1,334,456$2,172,329,466$124,269,522$2,296,598,988
11Laird Norton Wealth Management$1,267,464$1,564,986,113$229,743,510$1,794,729,623
13Barwick & Partners, Inc.$7,580,651$1,561,847,224$45,250,713$1,607,097,937
14Chicago Capital, LLC$1,497,713$1,556,123,332$5$1,556,123,337
15Bristlecone Advisors LLC$1,664,497$1,191,779,900$0$1,191,779,900
16The Clarius Group, LLC$2,653,830$603,723,742$534,769,504$1,138,493,246
17Paracle Advisors$666,401$866,698,883$6,286,189$872,985,072
18Tradewinds Capital Management$219,053$743,683,225$0$743,683,225
19First Pacific Financial, Inc.$273,258$573,294,647$0$573,294,647
20Capital Planning LLC$247,519$438,577,392$117,845,751$556,423,143
21Highland Private Wealth Management$764,357$533,852,508$5,783,248$539,635,756
22Auxano Advisors$524,493$455,650,700$79,856,500$535,507,200
23Viridian Ria, LLC$289,269$499,171,000$9,942,000$509,113,000
24Leonard Rickey Investment Advisors, PLLC$240,988$457,737,833$22,310,838$480,048,671
25Fulcrum Capital, LLC$2,209,476$424,689,951$54,766,332$479,456,283
26NewFocus Financial Group$379,779$477,762,280$0$477,762,280
27Sweetwater Investments Inc$2,059,137$347,856,000$117,509,000$465,365,000
28Conlon Dart Wealth Management$1,725,674$464,206,285$0$464,206,285
29Strategic Wealth Management Inc$4,670,250$415,358,552$9,634,233$424,992,785
31Financial Plan, Inc.$233,532$405,178,653$0$405,178,653
32Hart Capital Management, Inc.$420,548$368,409,279$31,531,786$399,941,065
33Personal Investment Management Inc$409,903$396,786,201$0$396,786,201
34180 Wealth Advisors, LLC$211,457$236,095,498$157,425,074$393,520,572
35Avier Wealth Advisors$302,611$365,760,431$22,792,323$388,552,754
36James R. Martin Consulting, Inc$648,722$366,527,838$0$366,527,838
37Columbia River Advisors$331,978$314,676,133$27,593,125$342,269,258
38Financial Insights Inc$562,812$330,515,440$1,543,460$332,058,900
39Kutscher Benner Barsness & Stevens, Inc.$544,668$0$315,907,264$315,907,264
40Joslin Capital Advisors LLC$629,821$199,966,684$113,684,150$313,650,834
41Executive Wealth Group, LLC$1,389,593$312,658,400$0$312,658,400
42HBC Financial Services, PLLC$531,475$268,265,289$41,053,150$309,318,439
43Private Advisory Group LLC$334,756$307,744,800$1,570,000$309,314,800
44McIlrath & Eck, LLC$172,374$304,067,498$0$304,067,498
45Northern Capital Management, Inc.$169,887$297,561,292$1,100,024$298,661,316
46Quantum Financial Planning Services, Inc.$550,447$271,174,761$25,516,174$296,690,935
47Ten Capital Investment Advisors$273,933$261,496,974$29,693,747$291,190,721
48Harbour Investment Management LLC$614,839$285,285,321$0$285,285,321
49Robinswood Financial$282,696$278,942,362$3,188,614$282,130,976
50Conway Jarvis$1,207,792$279,000,000$0$279,000,000
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Showing 1 to 50 of 76 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 2,172 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2018. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2017, (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 11, 2018.


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