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
1Fisher Asset Management, LLC$957,512$160,000,000,000$160,000,000,000
2Brighton Jones LLC$3,716,222$8,355,071,502$88,185,838$8,443,257,340
3CORNERSTONE ADVISORS INC$947,966$3,960,599,929$3,960,599,929
4Badgley, Phelps And Bell, Inc.$1,970,268$3,556,880,932$261,498,866$3,818,379,798
5Laird Norton Wealth Management, LLC$2,115,058$2,992,830,326$1,178,064,124$4,170,894,450
6Evergreen Capital Management LLC$1,513,988$2,865,090,036$126,550,823$2,991,640,859
7McCutchen Group LLC$2,983,988$2,368,881,923$910,520,452$3,279,402,375
8Moss Adams Wealth Advisors LLC$807,402$2,220,511,241$560,180,550$2,780,691,791
9The Clarius Group, LLC$4,140,115$1,630,960,812$1,176,037,304$2,806,998,116
10Bristlecone Advisors LLC$1,660,195$1,525,719,576$1,525,719,576
11Parcion Private Wealth LLC$1,695,894$1,521,216,909$1,521,216,909
12Paracle Advisors LLC$797,891$1,404,742,363$5,131,623$1,409,873,986
13FILAMENT, LLC$3,805,466$1,255,714,033$749,766,663$2,005,480,696
14Garde Capital, Inc.$2,716,533$1,217,892,804$83,326,308$1,301,219,112
15Highland Private Wealth Management$896,548$1,013,781,432$8,282,963$1,022,064,395
16Tradewinds Capital Management, LLC$260,281$1,009,631,757$1,009,631,757
17First Pacific Financial, Inc.$316,683$841,111,158$841,111,158
18Clear Creek Financial Management, LLC$162,329$834,996,069$23,888,493$858,884,562
19Auxano Advisors, LLC$628,301$768,343,200$139,551,200$907,894,400
20Ten Capital Wealth Advisors, LLC$354,842$762,866,935$35,173,747$798,040,682
21Financial Plan, Inc.$245,530$713,018,175$713,018,175
22Martel Wealth Advisors Inc$296,655$692,691,790$123,407,471$816,099,261
23Fulcrum Capital, LLC$1,852,750$647,424,375$47,356,754$694,781,129
24Hohimer Wealth Management, LLC$794,288$620,276,267$62,016,765$682,293,032
25NEWFOCUS FINANCIAL GROUP, LLC$380,186$602,974,548$602,974,548
26Leonard Rickey Investment Advisors, P.L.L.C.$237,918$560,430,525$19,850,930$580,281,455
27Strategic Wealth Management Inc$8,088,135$535,599,546$87,186,865$622,786,411
28McIlrath & Eck, LLC$214,028$501,039,323$501,039,323
29Mars Jewett Financial Group, Inc.$345,255$496,322,864$1,535,506$497,858,370
30Capital Planning LLC$399,868$493,781,639$1,655,228$495,436,867
31Personal Investment Management Inc$391,981$487,623,800$487,623,800
32Private Advisory Group LLC$437,780$475,899,456$843,000$476,742,456
33Financial Insights Inc$644,138$461,846,811$461,846,811
34VESTORY, LLC$207,548$433,424,640$22,351,831$455,776,471
35James R. Martin Consulting, Inc. Dba Jrm Capital Management$633,207$429,314,243$429,314,243
36Columbia River Advisors, LLC$448,681$425,653,677$16,297,097$441,950,774
37Ram Investment Partners, LLC$342,524$415,434,597$116,504,857$531,939,454
38HART CAPITAL MANAGEMENT, INC.$431,870$394,927,629$38,669,882$433,597,511
39Executive Wealth Group, LLC$1,765,118$391,856,299$391,856,299
40CJ Partners LLC$1,609,053$391,000,000$391,000,000
41Trellis Advisors, LLC$355,650$390,599,487$3,460,392$394,059,879
42Emerald Advisors, LLC$886,944$379,112,091$1,387,067$380,499,158
43Capital Advisors Wealth Management, LLC$350,081$370,864,559$109,796,500$480,661,059
44Harbour Investment Management L.L.C.$730,079$365,039,380$365,039,380
45HBC Financial Services, PLLC$607,445$360,217,071$37,659,152$397,876,223
46Quantum Financial Planning Services, Inc.$199,026$348,632,815$37,876,520$386,509,335
47Northern Capital Management, Inc.$198,482$341,192,244$395,091$341,587,335
48180 Wealth Advisors, LLC$248,653$340,000,000$260,000,000$600,000,000
49Robinswood Financial LLC$306,534$334,223,205$2,657,276$336,880,481
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 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.