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 Investments$1,744,458$120,949,000,000$120,949,000,000
2Brighton Jones$3,410,072$6,700,909,908$98,773,677$6,799,683,585
3Freestone Capital Management, Llc$1,675,018$4,752,298,724$649,633,025$5,401,931,749
4Cornerstone Advisors Inc$947,966$3,960,599,929$3,960,599,929
5Badgley Phelps Wealth Managers$1,851,502$2,985,482,288$210,209,659$3,195,691,947
6Columbia Pacific Wealth Management$5,440,495$2,368,805,933$2,103,280,676$4,472,086,609
7The Pacific Financial Group, Inc.$124,683$2,336,318,385$2,336,318,385
8Mccutchen Group Llc$3,102,360$2,120,283,620$885,902,985$3,006,186,605
9Laird Norton Wealth Management$1,256,300$1,499,434,619$270,692,417$1,770,127,036
10The Clarius Group, Llc$3,590,416$1,367,396,981$671,959,108$2,039,356,089
11Bristlecone Advisors Llc$1,667,223$1,333,778,076$1,333,778,076
12Filament, Llc$3,805,466$1,255,714,033$749,766,663$2,005,480,696
13Paracle Advisors Llc$760,839$1,229,155,778$4,925,299$1,234,081,077
14Parcion Private Wealth Llc$1,219,091$1,130,097,150$1,130,097,150
15Garde Capital, Inc.$2,284,497$1,041,873,000$34,125,000$1,075,998,000
16Tradewinds Capital Management, Llc$255,682$920,710,396$920,710,396
17Pacific Portfolio Consulting, Llc$13,498,639$918,899,914$2,847,220,311$3,766,120,225
18Highland Private Wealth Management$826,727$786,924,700$29,881,938$816,806,638
19First Pacific Financial, Inc.$285,489$683,174,366$683,174,366
20Newfocus Financial Group, Llc$380,186$602,974,548$602,974,548
21Martel Wealth Advisors Inc$268,614$589,519,621$104,041,125$693,560,746
22Viridian Ria, Llc$282,870$581,386,000$32,725,000$614,111,000
23Auxano Advisors$568,037$580,443,900$129,033,800$709,477,700
24Clear Creek Financial Management, Llc$129,510$580,302,000$1,200,000$581,502,000
25Financial Plan, Inc.$226,332$567,187,377$567,187,377
26Hohimer Wealth Management, Llc$913,319$517,646,457$52,264,867$569,911,324
27Leonard Rickey Investment Advisors, P.L.L.C.$221,142$493,781,168$16,836,097$510,617,265
28Strategic Wealth Management Inc$6,442,619$464,729,042$63,565,693$528,294,735
29James R. Martin Consulting, Inc$678,622$460,784,097$460,784,097
30Vestory, Llc$207,548$433,424,640$22,351,831$455,776,471
31Capital Planning Llc$337,953$432,287,483$2,320,555$434,608,038
32Ten Capital Wealth Advisors, Llc$296,032$423,817,260$28,518,960$452,336,220
33Avier Wealth Advisors$327,167$398,129,060$55,979,133$454,108,193
34Mcilrath & Eck, Llc$182,877$397,208,133$397,208,133
35Hart Capital Management, Inc.$431,870$394,927,629$38,669,882$433,597,511
36Personal Investment Management Inc$420,719$382,433,546$382,433,546
37Financial Insights Inc$566,105$366,591,409$1,376,605$367,968,014
38Private Advisory Group Llc$374,093$365,357,250$2,376,000$367,733,250
39Executive Wealth Group, Llc$1,590,215$353,027,792$353,027,792
40Columbia River Advisors$374,255$349,327,360$15,945,690$365,273,050
41Harbour Investment Management L.L.C.$704,502$345,206,026$345,206,026
42180 Wealth Advisors, Llc$285,714$335,097,710$142,902,290$478,000,000
43Hbc Financial Services, Pllc$571,963$331,285,896$32,482,871$363,768,767
44Northern Capital Management, Inc.$189,661$326,881,141$662,654$327,543,795
45Talbot Financial, Llc$1,590,481$321,078,631$198,500$321,277,131
46Emerald Advisors, Llc$1,117,057$311,658,921$311,658,921
47Quantum Financial Planning Services, Inc.$185,771$302,376,637$32,754,012$335,130,649
48Robinswood Financial$266,623$272,011,165$2,344,402$274,355,567
49Conway Jarvis Llc$1,203,540$272,000,000$272,000,000
50Bellevue Asset Management, Llc$461,765$261,820,715$261,820,715
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Showing 1 to 50 of 82 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.