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.

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Rank Business Name Avg. account AUM Discretionary AUM Non-discretionary AUM Total AUM
1KUTSCHER BENNER BARSNESS & STEVENS, INC.$630,744$385,384,487$385,384,487
2SECURITY FIRST ADVISORS$234,873$297,349,257$297,349,257
3PRIVATE ASSET MANAGEMENT INC$526,725$10,638,337$116,302,489$126,940,826
4OLIVER CAPITAL MANAGEMENT$168,972$26,306,853$216,337,159$242,644,012
5HELMSMAN FINANCIAL GROUP, LLC$506,169$50,522,410$78,550,670$129,073,080
6RAMSEY & ASSOCIATES INC$671,897$62,199,166$162,886,318$225,085,484
7STOLZ & ASSOCIATES, PS$385,400$103,838,748$12,552,105$116,390,853
8HALLETT ADVISORS$145,127$104,491,200$104,491,200
9EVANS CAPITAL MANAGEMENT ASSOCIATES$264,882$109,100,000$60,954,000$170,054,000
10BHJ WEALTH ADVISORS$430,984$114,210,681$114,210,681
11FORT VANCOUVER INVESTMENT MANAGEMENT, LLC$247,383$117,012,129$117,012,129
12ASSET PLANNING & MANAGEMENT, INC.$1,465,827$117,266,150$117,266,150
13DENTAL WEALTH ADVISORS, LLC$287,897$122,356,229$122,356,229
14FINANCIAL FORUM, INC.$135,386$125,367,342$125,367,342
15KAUFMAN KAMPE ADVISORS$421,018$128,410,391$128,410,391
16TRUENORTH WEALTH ADVISORS$348,375$132,382,445$132,382,445
17MOULTON WEALTH MANAGEMENT, INC$237,780$141,479,151$141,479,151
18KAIZEN FINANCIAL ADVISORS, LLC$1,112,110$144,049,215$1,637,138$145,686,353
19MOSER WEALTH ADVISORS$409,024$151,338,747$151,338,747
20AGATE PASS INVESTMENT, LLC$653,946$156,292,987$156,292,987
21SENESCHAL ADVISORS, LLC$373,305$161,267,780$161,267,780
22LESA SROUFE & COMPANY, INC.$625,914$162,224,163$20,542,695$182,766,858
23HAMRICK INVESTMENT COUNSEL, LLC$1,240,489$163,744,508$163,744,508
24WAYFINDING FINANCIAL, LLC$193,158$169,399,605$169,399,605
25BREAKWATER INVESTMENT MANAGEMENT$373,429$172,150,691$172,150,691
26BEAR MOUNTAIN CAPITAL INC.$290,032$182,829,584$760,416$183,590,000
27MILLER ADVISORS, INC.$393,969$189,622,657$14,847,254$204,469,911
28EQ WEALTH MANAGEMENT$319,783$191,685,702$81,728,615$273,414,317
29SOVEREIGN WEALTH ADVISORS, INC.$361,619$196,154,990$33,473,219$229,628,209
30UNIONVIEW WEALTH PARTNERS$535,236$198,369,213$2,879,497$201,248,710
31S. R. SCHILL & ASSOCIATES INC.$359,009$199,360,783$966,248$200,327,031
32SMART PORTFOLIOS, LLC$417,914$201,619,195$1,487,043$203,106,238
33BOGDANOVICH WEALTH MANAGEMENT PLLC$1,382,523$219,821,159$219,821,159
34JOSLIN CAPITAL ADVISORS LLC$646,115$234,653,515$112,956,615$347,610,130
35SOUNDVIEW ADVISORS$264,947$240,148,560$6,251,854$246,400,414
36CHANEY CAPITAL MANAGEMENT INC.$879,620$247,173,340$247,173,340
37INTEGRITY FINANCIAL CORPORATION$214,648$252,137,956$40,856,126$292,994,082
38BELLEVUE ASSET MANAGEMENT, LLC$461,765$261,820,715$261,820,715
39ROBINSWOOD FINANCIAL$264,701$281,025,403$1,675,716$282,701,119
40QUANTUM FINANCIAL PLANNING SERVICES, INC.$185,771$302,376,637$32,754,012$335,130,649
41EMERALD ADVISORS, LLC$1,117,057$311,658,921$311,658,921
42TALBOT FINANCIAL, LLC$1,590,481$321,078,631$198,500$321,277,131
43CONWAY JARVIS LLC$1,387,931$322,000,000$322,000,000
44TRELLIS ADVISORS, LLC$311,694$324,890,122$3,947,493$328,837,615
45NORTHERN CAPITAL MANAGEMENT, INC.$189,661$326,881,141$662,654$327,543,795
46HBC FINANCIAL SERVICES, PLLC$571,963$331,285,896$32,482,871$363,768,767
47180 WEALTH ADVISORS, LLC$285,714$335,097,710$142,902,290$478,000,000
48HARBOUR INVESTMENT MANAGEMENT L.L.C.$704,502$345,206,026$345,206,026
49COLUMBIA RIVER ADVISORS$374,255$349,327,360$15,945,690$365,273,050
50EXECUTIVE WEALTH GROUP, LLC$1,590,215$353,027,792$353,027,792
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Showing 1 to 50 of 84 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.