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
5Harbour Investment Management L.L.C.$566,142$70,355,065$55,328,529$125,683,594
6Hallett Advisors$131,625$104,773,524$104,773,524
7Asset Planning & Management, Inc.$1,329,275$105,012,694$105,012,694
8Kaufman Kampe Advisors$393,952$109,124,626$109,124,626
9Fort Vancouver Investment Management, LLC$741,822$110,531,461$110,531,461
10Bear Mountain Capital Inc.$223,525$115,097,000$689,000$115,786,000
11Madison Park Capital Advisors$165,224$131,441,933$8,172,161$139,614,094
12Seneschal Advisors, LLC$281,528$138,511,768$138,511,768
13Breakwater Investment Management$334,360$147,118,493$147,118,493
14S.R. Schill & Associates Inc.$315,134$166,467,740$1,498,618$167,966,358
15Miller Advisors, Inc.$339,793$166,499,036$9,853,406$176,352,442
16Sovereign Wealth Advisors, Inc.$281,623$169,889,821$18,797,636$188,687,457
17Eq Wealth Management$241,514$187,808,682$15,546,322$203,355,004
18Joslin Capital Advisors LLC$559,703$188,417,629$109,344,171$297,761,800
19Lesa Sroufe & Company, Inc.$594,054$189,352,312$17,972,380$207,324,692
20Dental Wealth Advisors, LLC$287,352$189,652,062$189,652,062
21Bogdanovich Wealth Management PLLC$1,186,112$192,150,221$192,150,221
22Chaney Capital Management Inc.$238,824$203,000,000$203,000,000
23Soundview Advisors$227,223$205,500,000$4,000,000$209,500,000
24Bellevue Asset Management$370,701$212,040,932$212,040,932
25Talbot Financial$1,288,627$220,260,473$94,682$220,355,155
26Clear Creek Financial Management, LLC$148,110$257,414,816$257,414,816
27HBC Financial Services, PLLC$494,931$262,306,690$39,601,235$301,907,925
28Capital Planning LLC$280,537$264,541,310$62,564,274$327,105,584
29Trellis Advisors$271,416$265,830,243$6,671,490$272,501,733
30Conway Jarvis$1,203,540$272,000,000$272,000,000
31Robinswood Financial$266,623$272,011,165$2,344,402$274,355,567
32180 Wealth Advisors, LLC$184,104$275,395,565$87,841,444$363,237,009
33Private Advisory Group LLC$323,802$278,591,528$1,497,268$280,088,796
34Northern Capital Management, Inc.$162,014$280,842,393$576,138$281,418,531
35Quantum Financial Planning Services, Inc.$179,150$290,375,608$26,540,008$316,915,616
36Harbour Investment Management LLC$657,264$290,510,784$290,510,784
37McIlrath & Eck, LLC$164,508$308,288,873$308,288,873
38Executive Wealth Group, LLC$1,403,009$310,064,952$310,064,952
39Columbia River Advisors$309,079$311,436,135$14,023,855$325,459,990
40Ten Capital Investment Advisors$237,492$320,180,182$23,470,566$343,650,748
41Hart Capital Management, Inc.$346,277$331,391,601$32,199,634$363,591,235
42Personal Investment Management Inc$368,116$347,501,297$347,501,297
43Vestory$203,003$360,199,529$21,039,846$381,239,375
44Financial Insights Inc$566,105$366,591,409$1,376,605$367,968,014
45James R. Martin Consulting, Inc$650,181$386,207,585$386,207,585
46Avier Wealth Advisors$282,671$401,768,173$26,760,537$428,528,710
47Strategic Wealth Management Inc$4,711,622$418,234,434$24,658,044$442,892,478
48Leonard Rickey Investment Advisors, PLLC$205,882$428,906,867$15,798,298$444,705,165
49Auxano Advisors$490,702$448,367,100$121,338,400$569,705,500
50Financial Plan, Inc.$215,087$465,878,923$465,878,923
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Showing 1 to 50 of 73 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.

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