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
1John T. Mccarthy, LLC$1,231,481$133,000,000$133,000,000
2Kutscher Benner Barsness & Stevens, Inc.$617,357$443,261,996$443,261,996
3Security First Advisors, Inc.$194,933$338,014,365$338,014,365
4PRIVATE ASSET MANAGEMENT INC$526,725$10,638,337$116,302,489$126,940,826
5Oliver Capital Management, Inc.$190,955$31,755,488$238,446,223$270,201,711
6Helmsman Financial Group, LLC$560,380$53,610,175$89,847,023$143,457,198
7Ramsey & Associates Inc$728,224$63,550,939$175,306,455$238,857,394
8Columbia River Financial Group, LLC$248,558$100,969,189$9,887,865$110,857,054
9R.L. Evans Co. Inc.$264,882$109,100,000$60,954,000$170,054,000
10Barker Wealth Management, LLC$642,060$110,434,260$110,434,260
11Buckley Investment Group, LLC$390,738$114,095,579$114,095,579
12Hallett Investments, LLC$158,810$114,819,960$114,819,960
13Stolz & Associates, Ps$417,100$116,876,271$17,012,757$133,889,028
14ASSET PLANNING & MANAGEMENT, INC.$1,465,827$117,266,150$117,266,150
15Dental Wealth Advisors, LLC$334,891$125,249,405$125,249,405
16The Planner'S Edge LLC$583,245$127,147,487$127,147,487
17Epic Trust Investment Advisors LLC$111,415$128,461,837$128,461,837
18Waycross Investment Management Company$1,053,401$134,835,353$134,835,353
19Seattle Wealth Management LLC$414,634$136,000,000$136,000,000
20Lesa Sroufe & Company, Inc.$580,769$137,788,782$14,372,699$152,161,481
21Fort Vancouver Investment Management, LLC$295,276$140,256,234$140,256,234
22My Personal CFO, LLC$1,130,843$141,355,357$141,355,357
23Brooks, Hughes & Jones, Inc.$542,256$142,071,013$142,071,013
24Moulton Wealth Management, Inc$243,701$142,565,000$142,565,000
25Kaufman Kampe Advisors LLC$475,622$154,577,200$154,577,200
26Truenorth Financial Services, LLC$388,085$157,174,402$157,174,402
27Kaizen Financial Advisors, LLC$347,617$157,462,863$44,502,872$201,965,735
28Agate Pass Investment Management, LLC$707,015$180,288,735$180,288,735
29Moser Wealth Advisors, LLC$420,285$181,983,230$181,983,230
30Financial Forum, Inc.$139,213$182,508,594$182,508,594
31Miller Advisors Inc$462,351$187,916,830$17,367,128$205,283,958
32Jarvis Financial Services, Inc.$330,860$191,000,000$5,200,000$196,200,000
33Breakwater Investment Management, LLC$738,257$191,208,464$191,208,464
34Seneschal Advisors, LLC$388,782$191,669,405$191,669,405
35Smart Portfolios, LLC$508,136$193,008,564$2,115,660$195,124,224
36Hamrick Investment Counsel, LLC$965,513$219,171,346$219,171,346
37Bear Mountain Capital Inc.$331,478$222,912,580$835,315$223,747,895
38Jeffrey Jay Bogdanovich$1,473,835$225,496,783$225,496,783
39Unionview, LLC$516,177$226,609,076$3,089,845$229,698,921
40S. R. Schill & Associates Inc.$407,213$228,318,118$2,978,733$231,296,851
41Wayfinding Financial, LLC$260,258$228,974,655$2,655,266$231,629,921
42Sovereign Wealth Advisors, Inc.$401,505$239,057,678$40,791,209$279,848,887
43Joslin Capital Advisors LLC$694,478$259,718,760$122,938,495$382,657,255
44EQ, LLC$334,742$271,927,804$96,957,437$368,885,241
45Soundview Advisors, Inc.$300,549$276,447,038$6,369,252$282,816,290
46Integrity Financial Corporation$251,331$279,771,214$81,140,653$360,911,867
47Chaney Capital Management Inc.$315,127$283,299,003$283,299,003
48Bellevue Asset Management, LLC$504,768$296,803,634$296,803,634
49TALBOT FINANCIAL, LLC$1,590,481$321,078,631$198,500$321,277,131
50Lakeside Advisors Inc$554,927$326,063,560$9,667,082$335,730,642
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Showing 1 to 50 of 99 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 Carline Murphy.

*Methodology:InvestmentNews qualified firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2020. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2019, (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) nor one who is an insurance company or agency.

Database last updated on June, 2020.