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
1Kutscher Benner Barsness & Stevens, Inc.$541,361$325,357,941$325,357,941
2Oliver Capital Management$155,011$20,786,551$187,857,767$208,644,318
3Helmsman Financial Group, Llc$406,600$43,046,748$67,548,344$110,595,092
4Ramsey & Associates Inc$592,271$56,854,852$143,925,139$200,779,991
5Hallett Advisors$131,625$104,773,524$104,773,524
6Asset Planning & Management, Inc.$1,329,275$105,012,694$105,012,694
7Evans Capital Management Associates$284,884$108,000,000$39,000,000$147,000,000
8Kaufman Kampe Advisors$393,952$109,124,626$109,124,626
9Fort Vancouver Investment Management, Llc$741,822$110,531,461$110,531,461
10Truenorth Wealth Advisors$324,343$112,222,682$112,222,682
11Moser Wealth Advisors$327,113$115,143,821$115,143,821
12Kaizen Financial Advisors, Llc$1,055,903$119,779,946$1,648,883$121,428,829
13Agate Pass Investment, Llc$643,956$127,503,264$127,503,264
14Madison Park Capital Advisors$165,224$131,441,933$8,172,161$139,614,094
15Seneschal Advisors, Llc$281,528$138,511,768$138,511,768
16Breakwater Investment Management$334,360$147,118,493$147,118,493
17Bear Mountain Capital Inc.$269,656$155,404,000$727,000$156,131,000
18S. R. Schill & Associates Inc.$315,134$166,467,740$1,498,618$167,966,358
19Miller Advisors, Inc.$339,793$166,499,036$9,853,406$176,352,442
20Sovereign Wealth Advisors, Inc.$281,623$169,889,821$18,797,636$188,687,457
21Smart Portfolios, Llc$750,959$183,985,067$183,985,067
22Eq Wealth Management$241,514$187,808,682$15,546,322$203,355,004
23Joslin Capital Advisors Llc$559,703$188,417,629$109,344,171$297,761,800
24Lesa Sroufe & Company, Inc.$594,054$189,352,312$17,972,380$207,324,692
25Dental Wealth Advisors, Llc$287,352$189,652,062$189,652,062
26Bogdanovich Wealth Management Pllc$1,186,112$192,150,221$192,150,221
27Integrity Financial Corporation$180,591$194,744,590$29,549,652$224,294,242
28Chaney Capital Management Inc.$238,824$203,000,000$203,000,000
29Soundview Advisors$227,223$205,500,000$4,000,000$209,500,000
30Bellevue Asset Management, Llc$370,701$212,040,932$212,040,932
31Talbot Financial, Llc$1,288,627$220,260,473$94,682$220,355,155
32Clear Creek Financial Management, Llc$148,110$257,414,816$257,414,816
33Hbc Financial Services, Pllc$494,931$262,306,690$39,601,235$301,907,925
34Capital Planning Llc$280,537$264,541,310$62,564,274$327,105,584
35Trellis Advisors, Llc$271,416$265,830,243$6,671,490$272,501,733
36Conway Jarvis Llc$1,203,540$272,000,000$272,000,000
37Robinswood Financial$266,623$272,011,165$2,344,402$274,355,567
38180 Wealth Advisors, Llc$184,104$275,395,565$87,841,444$363,237,009
39Private Advisory Group Llc$323,802$278,591,528$1,497,268$280,088,796
40Northern Capital Management, Inc.$162,014$280,842,393$576,138$281,418,531
41Quantum Financial Planning Services, Inc.$179,150$290,375,608$26,540,008$316,915,616
42Harbour Investment Management L.L.C.$657,264$290,510,784$290,510,784
43Mcilrath & Eck, Llc$164,508$308,288,873$308,288,873
44Executive Wealth Group, Llc$1,403,009$310,064,952$310,064,952
45Columbia River Advisors$309,079$311,436,135$14,023,855$325,459,990
46Ten Capital Wealth Advisors, Llc$237,492$320,180,182$23,470,566$343,650,748
47Hart Capital Management, Inc.$346,277$331,391,601$32,199,634$363,591,235
48Personal Investment Management Inc$368,116$347,501,297$347,501,297
50Financial Insights Inc$566,105$366,591,409$1,376,605$367,968,014
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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.