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
51Robinswood Financial LLC$306,534$334,223,205$2,657,276$336,880,481
52180 Wealth Advisors, LLC$248,653$340,000,000$260,000,000$600,000,000
53Northern Capital Management, Inc.$198,482$341,192,244$395,091$341,587,335
54Quantum Financial Planning Services, Inc.$199,026$348,632,815$37,876,520$386,509,335
55HBC Financial Services, PLLC$607,445$360,217,071$37,659,152$397,876,223
56Harbour Investment Management L.L.C.$730,079$365,039,380$365,039,380
57Capital Advisors Wealth Management, LLC$350,081$370,864,559$109,796,500$480,661,059
58Emerald Advisors, LLC$886,944$379,112,091$1,387,067$380,499,158
59Trellis Advisors, LLC$355,650$390,599,487$3,460,392$394,059,879
60CJ Partners LLC$1,609,053$391,000,000$391,000,000
61Executive Wealth Group, LLC$1,765,118$391,856,299$391,856,299
62HART CAPITAL MANAGEMENT, INC.$431,870$394,927,629$38,669,882$433,597,511
63Ram Investment Partners, LLC$342,524$415,434,597$116,504,857$531,939,454
64Columbia River Advisors, LLC$448,681$425,653,677$16,297,097$441,950,774
65James R. Martin Consulting, Inc. Dba Jrm Capital Management$633,207$429,314,243$429,314,243
66VESTORY, LLC$207,548$433,424,640$22,351,831$455,776,471
67Financial Insights Inc$644,138$461,846,811$461,846,811
68Private Advisory Group LLC$437,780$475,899,456$843,000$476,742,456
69Personal Investment Management Inc$391,981$487,623,800$487,623,800
70Capital Planning LLC$399,868$493,781,639$1,655,228$495,436,867
71Mars Jewett Financial Group, Inc.$345,255$496,322,864$1,535,506$497,858,370
72McIlrath & Eck, LLC$214,028$501,039,323$501,039,323
73Strategic Wealth Management Inc$8,088,135$535,599,546$87,186,865$622,786,411
74Leonard Rickey Investment Advisors, P.L.L.C.$237,918$560,430,525$19,850,930$580,281,455
75NEWFOCUS FINANCIAL GROUP, LLC$380,186$602,974,548$602,974,548
76Hohimer Wealth Management, LLC$794,288$620,276,267$62,016,765$682,293,032
77Fulcrum Capital, LLC$1,852,750$647,424,375$47,356,754$694,781,129
78Martel Wealth Advisors Inc$296,655$692,691,790$123,407,471$816,099,261
79Financial Plan, Inc.$245,530$713,018,175$713,018,175
80Ten Capital Wealth Advisors, LLC$354,842$762,866,935$35,173,747$798,040,682
81Auxano Advisors, LLC$628,301$768,343,200$139,551,200$907,894,400
82Clear Creek Financial Management, LLC$162,329$834,996,069$23,888,493$858,884,562
83First Pacific Financial, Inc.$316,683$841,111,158$841,111,158
84Tradewinds Capital Management, LLC$260,281$1,009,631,757$1,009,631,757
85Highland Private Wealth Management$896,548$1,013,781,432$8,282,963$1,022,064,395
86Garde Capital, Inc.$2,716,533$1,217,892,804$83,326,308$1,301,219,112
87FILAMENT, LLC$3,805,466$1,255,714,033$749,766,663$2,005,480,696
88Paracle Advisors LLC$797,891$1,404,742,363$5,131,623$1,409,873,986
89Parcion Private Wealth LLC$1,695,894$1,521,216,909$1,521,216,909
90Bristlecone Advisors LLC$1,660,195$1,525,719,576$1,525,719,576
91The Clarius Group, LLC$4,140,115$1,630,960,812$1,176,037,304$2,806,998,116
92Moss Adams Wealth Advisors LLC$807,402$2,220,511,241$560,180,550$2,780,691,791
93McCutchen Group LLC$2,983,988$2,368,881,923$910,520,452$3,279,402,375
94Evergreen Capital Management LLC$1,513,988$2,865,090,036$126,550,823$2,991,640,859
95Laird Norton Wealth Management, LLC$2,115,058$2,992,830,326$1,178,064,124$4,170,894,450
96Badgley, Phelps And Bell, Inc.$1,970,268$3,556,880,932$261,498,866$3,818,379,798
97CORNERSTONE ADVISORS INC$947,966$3,960,599,929$3,960,599,929
98Brighton Jones LLC$3,716,222$8,355,071,502$88,185,838$8,443,257,340
99Fisher Asset Management, LLC$957,512$160,000,000,000$160,000,000,000
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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 Research.

Reprints: For reprints of these rankings, please contact Caroline Murphy.

*Methodology: InvestmentNews qualified 2,756 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2020, (2) total AUM is at least $100M, (3) does not have employees who are registered representatives of a broker-dealer, (4) managed assets for individual 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 July 2021.