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
1Fisher Investments$1,638,710$94,107,835,606$94,107,835,606
2Brighton Jones$3,084,560$5,163,863,381$135,410,291$5,299,273,672
3Freestone Capital Management, LLC$568,431$4,041,967,180$647,585,491$4,689,552,671
4Cornerstone Advisors Inc$821,677$3,405,849,216$3,405,849,216
5The Pacific Financial Group, Inc.$140,495$2,540,649,043$23,954,982$2,564,604,025
6Badgley PheLPs Wealth Managers$1,633,505$2,452,668,095$183,808,878$2,636,476,973
7Columbia Pacific Wealth Management$4,575,076$2,426,056,543$1,298,055,353$3,724,111,896
8Evergreen Capital Management LLC$1,295,457$2,078,874,887$118,219,338$2,197,094,225
9Chicago Capital, LLC$1,410,007$1,586,263,267$1,404,602$1,587,667,869
10McCutchen Group$2,975,917$1,523,730,652$1,002,823,000$2,526,553,652
11Barwick & Partners, Inc.$4,024,653$1,459,945,631$45,274,686$1,505,220,317
12Laird Norton Wealth Management$1,156,537$1,416,319,379$206,302,171$1,622,621,550
13Bristlecone Advisors LLC$1,502,066$1,186,632,301$1,186,632,301
14Filament$3,453,920$1,047,757,934$689,563,777$1,737,321,711
15Paracle Advisors$626,752$897,472,775$8,183,196$905,655,971
16The Clarius Group, LLC$2,688,423$804,451,302$593,528,724$1,397,980,026
17Pacific Portfolio Consulting, LLC$12,030,888$770,923,550$2,633,817,831$3,404,741,381
18Tradewinds Capital Management$158,400$764,279,147$764,279,147
19Highland Private Wealth Management$719,148$567,643,343$30,687,904$598,331,247
20First Pacific Financial, Inc.$249,338$556,771,575$556,771,575
21NewFocus Financial Group$361,341$503,709,525$503,709,525
22Viridian Ria, LLC$246,794$490,830,487$55,323,710$546,154,197
23Conlon Dart Wealth Management$1,534,686$484,960,806$484,960,806
24Financial Plan, Inc.$215,087$465,878,923$465,878,923
25Auxano Advisors$490,702$448,367,100$121,338,400$569,705,500
26Leonard Rickey Investment Advisors, PLLC$205,882$428,906,867$15,798,298$444,705,165
27Strategic Wealth Management Inc$4,711,622$418,234,434$24,658,044$442,892,478
28Avier Wealth Advisors$282,671$401,768,173$26,760,537$428,528,710
29James R. Martin Consulting, Inc$650,181$386,207,585$386,207,585
30Financial Insights Inc$566,105$366,591,409$1,376,605$367,968,014
31Vestory$203,003$360,199,529$21,039,846$381,239,375
32Personal Investment Management Inc$368,116$347,501,297$347,501,297
33Hart Capital Management, Inc.$346,277$331,391,601$32,199,634$363,591,235
34Ten Capital Investment Advisors$237,492$320,180,182$23,470,566$343,650,748
35Columbia River Advisors$309,079$311,436,135$14,023,855$325,459,990
36Executive Wealth Group, LLC$1,403,009$310,064,952$310,064,952
37McIlrath & Eck, LLC$164,508$308,288,873$308,288,873
38Harbour Investment Management LLC$657,264$290,510,784$290,510,784
39Quantum Financial Planning Services, Inc.$179,150$290,375,608$26,540,008$316,915,616
40Northern Capital Management, Inc.$162,014$280,842,393$576,138$281,418,531
41Private Advisory Group LLC$323,802$278,591,528$1,497,268$280,088,796
42180 Wealth Advisors, LLC$184,104$275,395,565$87,841,444$363,237,009
43Robinswood Financial$266,623$272,011,165$2,344,402$274,355,567
44Conway Jarvis$1,203,540$272,000,000$272,000,000
45Trellis Advisors$271,416$265,830,243$6,671,490$272,501,733
46Capital Planning LLC$280,537$264,541,310$62,564,274$327,105,584
47HBC Financial Services, PLLC$494,931$262,306,690$39,601,235$301,907,925
48Clear Creek Financial Management, LLC$148,110$257,414,816$257,414,816
49Talbot Financial$1,288,627$220,260,473$94,682$220,355,155
50Bellevue Asset Management$370,701$212,040,932$212,040,932
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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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