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$121,000,000,000$121,000,000,000
2BRIGHTON JONES LLC$3,410,072$6,700,909,908$98,773,677$6,799,683,585
3CORNERSTONE ADVISORS INC$947,966$3,960,599,929$3,960,599,929
4BADGLEY PHELPS WEALTH MANAGERS$1,851,502$2,985,482,288$210,209,659$3,195,691,947
5EVERGREEN CAPITAL MANAGEMENT LLC$1,425,777$2,438,495,365$122,200,776$2,560,696,141
6MCCUTCHEN GROUP LLC$3,102,360$2,120,283,620$885,902,985$3,006,186,605
7LAIRD NORTON WEALTH MANAGEMENT$1,256,300$1,499,434,619$270,692,417$1,770,127,036
8THE CLARIUS GROUP, LLC$3,590,416$1,367,396,981$671,959,108$2,039,356,089
9BRISTLECONE ADVISORS LLC$1,667,223$1,333,778,076$1,333,778,076
10FILAMENT, LLC$3,805,466$1,255,714,033$749,766,663$2,005,480,696
11PARACLE ADVISORS LLC$760,839$1,229,155,778$4,925,299$1,234,081,077
12PARCION PRIVATE WEALTH LLC$1,178,721$1,052,598,234$1,052,598,234
13GARDE CAPITAL, INC.$2,284,497$1,041,873,000$34,125,000$1,075,998,000
14TRADEWINDS CAPITAL MANAGEMENT, LLC$255,682$920,710,396$920,710,396
15HIGHLAND PRIVATE WEALTH MANAGEMENT$826,727$786,924,700$29,881,938$816,806,638
16FIRST PACIFIC FINANCIAL, INC.$285,489$683,174,366$683,174,366
17NEWFOCUS FINANCIAL GROUP, LLC$380,186$602,974,548$602,974,548
18MARTEL WEALTH ADVISORS INC$268,614$589,519,621$104,041,125$693,560,746
19AUXANO ADVISORS$568,037$580,443,900$129,033,800$709,477,700
20CLEAR CREEK FINANCIAL MANAGEMENT, LLC$129,510$580,302,000$1,200,000$581,502,000
21FINANCIAL PLAN, INC.$226,332$567,187,377$567,187,377
22HOHIMER WEALTH MANAGEMENT, LLC$913,319$517,646,457$52,264,867$569,911,324
23LEONARD RICKEY INVESTMENT ADVISORS, P.L.L.C.$221,142$493,781,168$16,836,097$510,617,265
24STRATEGIC WEALTH MANAGEMENT INC$6,442,619$464,729,042$63,565,693$528,294,735
25JAMES R. MARTIN CONSULTING, INC$678,622$460,784,097$460,784,097
26VESTORY, LLC$207,548$433,424,640$22,351,831$455,776,471
27CAPITAL PLANNING LLC$337,953$432,287,483$2,320,555$434,608,038
28FINANCIAL INSIGHTS INC$601,962$426,188,937$426,188,937
29TEN CAPITAL WEALTH ADVISORS, LLC$296,032$423,817,260$28,518,960$452,336,220
30AVIER WEALTH ADVISORS$327,167$398,129,060$55,979,133$454,108,193
31MCILRATH & ECK, LLC$182,877$397,208,133$397,208,133
32HART CAPITAL MANAGEMENT, INC.$431,870$394,927,629$38,669,882$433,597,511
33PERSONAL INVESTMENT MANAGEMENT INC$420,719$382,433,546$382,433,546
34PRIVATE ADVISORY GROUP LLC$374,093$365,357,250$2,376,000$367,733,250
35EXECUTIVE WEALTH GROUP, LLC$1,590,215$353,027,792$353,027,792
36COLUMBIA RIVER ADVISORS$374,255$349,327,360$15,945,690$365,273,050
37HARBOUR INVESTMENT MANAGEMENT L.L.C.$704,502$345,206,026$345,206,026
38180 WEALTH ADVISORS, LLC$285,714$335,097,710$142,902,290$478,000,000
39HBC FINANCIAL SERVICES, PLLC$571,963$331,285,896$32,482,871$363,768,767
40NORTHERN CAPITAL MANAGEMENT, INC.$189,661$326,881,141$662,654$327,543,795
41TRELLIS ADVISORS, LLC$311,694$324,890,122$3,947,493$328,837,615
42CONWAY JARVIS LLC$1,387,931$322,000,000$322,000,000
43TALBOT FINANCIAL, LLC$1,590,481$321,078,631$198,500$321,277,131
44EMERALD ADVISORS, LLC$1,117,057$311,658,921$311,658,921
45QUANTUM FINANCIAL PLANNING SERVICES, INC.$185,771$302,376,637$32,754,012$335,130,649
46ROBINSWOOD FINANCIAL$264,701$281,025,403$1,675,716$282,701,119
47BELLEVUE ASSET MANAGEMENT, LLC$461,765$261,820,715$261,820,715
48INTEGRITY FINANCIAL CORPORATION$214,648$252,137,956$40,856,126$292,994,082
49CHANEY CAPITAL MANAGEMENT INC.$879,620$247,173,340$247,173,340
50SOUNDVIEW ADVISORS$264,947$240,148,560$6,251,854$246,400,414
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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.