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 Llc$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$872,913$3,639,172,397$3,639,172,397
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 Llc$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, Llc$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
17Garde Capital, Inc.$2,006,556$984,109,000$9,136,000$993,245,000
18Paracle Advisors Llc$626,752$897,472,775$8,183,196$905,655,971
19Tradewinds Capital Management, Llc$158,400$764,279,147$764,279,147
20Highland Private Wealth Management$719,148$567,643,343$30,687,904$598,331,247
21Auxano Advisors$490,702$448,367,100$121,338,400$569,705,500
22Martel Wealth Advisors Inc$224,426$490,324,095$75,004,125$565,328,220
23Hohimer Wealth Management, Llc$1,493,268$540,686,769$16,302,181$556,988,950
24First Pacific Financial, Inc.$249,338$556,771,575$556,771,575
25Viridian Ria, LLC$246,794$490,830,487$55,323,710$546,154,197
26Newfocus Financial Group, Llc$361,341$503,709,525$503,709,525
27Financial Plan, Inc.$215,087$465,878,923$465,878,923
28Leonard Rickey Investment Advisors, P.L.L.C.$205,882$428,906,867$15,798,298$444,705,165
29Strategic Wealth Management Inc$4,711,622$418,234,434$24,658,044$442,892,478
30Avier Wealth Advisors$282,671$401,768,173$26,760,537$428,528,710
31James R. Martin Consulting, Inc$650,181$386,207,585$386,207,585
32Vestory$203,003$360,199,529$21,039,846$381,239,375
33Financial Insights Inc$566,105$366,591,409$1,376,605$367,968,014
34Hart Capital Management, Inc.$346,277$331,391,601$32,199,634$363,591,235
35180 Wealth Advisors, Llc$184,104$275,395,565$87,841,444$363,237,009
36Personal Investment Management Inc$368,116$347,501,297$347,501,297
37Ten Capital Wealth Advisors, Llc$237,492$320,180,182$23,470,566$343,650,748
38Capital Planning Llc$280,537$264,541,310$62,564,274$327,105,584
39Columbia River Advisors$309,079$311,436,135$14,023,855$325,459,990
40Kutscher Benner Barsness & Stevens, Inc.$541,361$325,357,941$325,357,941
41Quantum Financial Planning Services, Inc.$179,150$290,375,608$26,540,008$316,915,616
42Executive Wealth Group, Llc$1,403,009$310,064,952$310,064,952
43Mcilrath & Eck, Llc$164,508$308,288,873$308,288,873
44Hbc Financial Services, Pllc$494,931$262,306,690$39,601,235$301,907,925
45Joslin Capital Advisors Llc$559,703$188,417,629$109,344,171$297,761,800
46Harbour Investment Management L.L.C.$657,264$290,510,784$290,510,784
47Northern Capital Management, Inc.$162,014$280,842,393$576,138$281,418,531
48Private Advisory Group Llc$323,802$278,591,528$1,497,268$280,088,796
49Robinswood Financial$266,623$272,011,165$2,344,402$274,355,567
50Trellis Advisors, Llc$271,416$265,830,243$6,671,490$272,501,733
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Showing 1 to 50 of 81 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.