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 |
|---|---|---|---|---|---|
| 1 | Fisher Asset Management, LLC | $957,512 | $160,000,000,000 | — | $160,000,000,000 |
| 2 | CORNERSTONE ADVISORS INC | $947,966 | $3,960,599,929 | — | $3,960,599,929 |
| 3 | Hamrick Investment Counsel, LLC | $965,513 | $219,171,346 | — | $219,171,346 |
| 4 | Truenorth Financial Services, LLC | $388,085 | $157,174,402 | — | $157,174,402 |
| 5 | Executive Wealth Group, LLC | $1,765,118 | $391,856,299 | — | $391,856,299 |
| 6 | McIlrath & Eck, LLC | $214,028 | $501,039,323 | — | $501,039,323 |
| 7 | CJ Partners LLC | $1,609,053 | $391,000,000 | — | $391,000,000 |
| 8 | Dental Wealth Advisors, LLC | $334,891 | $125,249,405 | — | $125,249,405 |
| 9 | Harbour Investment Management L.L.C. | $730,079 | $365,039,380 | — | $365,039,380 |
| 10 | Breakwater Investment Management, LLC | $738,257 | $191,208,464 | — | $191,208,464 |
| 11 | Jeffrey Jay Bogdanovich | $1,473,835 | $225,496,783 | — | $225,496,783 |
| 12 | Brooks, Hughes & Jones, Inc. | $542,256 | $142,071,013 | — | $142,071,013 |
| 13 | Bellevue Asset Management, LLC | $504,768 | $296,803,634 | — | $296,803,634 |
| 14 | Waycross Investment Management Company | $1,053,401 | $134,835,353 | — | $134,835,353 |
| 15 | Kaufman Kampe Advisors LLC | $475,622 | $154,577,200 | — | $154,577,200 |
| 16 | Bristlecone Advisors LLC | $1,660,195 | $1,525,719,576 | — | $1,525,719,576 |
| 17 | James R. Martin Consulting, Inc. Dba Jrm Capital Management | $633,207 | $429,314,243 | — | $429,314,243 |
| 18 | Chaney Capital Management Inc. | $315,127 | $283,299,003 | — | $283,299,003 |
| 19 | Parcion Private Wealth LLC | $1,695,894 | $1,521,216,909 | — | $1,521,216,909 |
| 20 | Financial Forum, Inc. | $139,213 | $182,508,594 | — | $182,508,594 |
| 21 | Financial Plan, Inc. | $245,530 | $713,018,175 | — | $713,018,175 |
| 22 | Tradewinds Capital Management, LLC | $260,281 | $1,009,631,757 | — | $1,009,631,757 |
| 23 | First Pacific Financial, Inc. | $316,683 | $841,111,158 | — | $841,111,158 |
| 24 | Epic Trust Investment Advisors LLC | $111,415 | $128,461,837 | — | $128,461,837 |
| 25 | Moulton Wealth Management, Inc | $243,701 | $142,565,000 | — | $142,565,000 |
| 26 | NEWFOCUS FINANCIAL GROUP, LLC | $380,186 | $602,974,548 | — | $602,974,548 |
| 27 | Personal Investment Management Inc | $391,981 | $487,623,800 | — | $487,623,800 |
| 28 | Financial Insights Inc | $644,138 | $461,846,811 | — | $461,846,811 |
| 29 | Hallett Investments, LLC | $158,810 | $114,819,960 | — | $114,819,960 |
| 30 | Seattle Wealth Management LLC | $414,634 | $136,000,000 | — | $136,000,000 |
| 31 | Barker Wealth Management, LLC | $642,060 | $110,434,260 | — | $110,434,260 |
| 32 | Seneschal Advisors, LLC | $388,782 | $191,669,405 | — | $191,669,405 |
| 33 | The Planner'S Edge LLC | $583,245 | $127,147,487 | — | $127,147,487 |
| 34 | Buckley Investment Group, LLC | $390,738 | $114,095,579 | — | $114,095,579 |
| 35 | My Personal CFO, LLC | $1,130,843 | $141,355,357 | — | $141,355,357 |
| 36 | Agate Pass Investment Management, LLC | $707,015 | $180,288,735 | — | $180,288,735 |
| 37 | ASSET PLANNING & MANAGEMENT, INC. | $1,465,827 | $117,266,150 | — | $117,266,150 |
| 38 | Moser Wealth Advisors, LLC | $420,285 | $181,983,230 | — | $181,983,230 |
| 39 | Fort Vancouver Investment Management, LLC | $295,276 | $140,256,234 | — | $140,256,234 |
| 40 | TALBOT FINANCIAL, LLC | $1,590,481 | $321,078,631 | $198,500 | $321,277,131 |
| 41 | Northern Capital Management, Inc. | $198,482 | $341,192,244 | $395,091 | $341,587,335 |
| 42 | Bear Mountain Capital Inc. | $331,478 | $222,912,580 | $835,315 | $223,747,895 |
| 43 | Private Advisory Group LLC | $437,780 | $475,899,456 | $843,000 | $476,742,456 |
| 44 | Emerald Advisors, LLC | $886,944 | $379,112,091 | $1,387,067 | $380,499,158 |
| 45 | Mars Jewett Financial Group, Inc. | $345,255 | $496,322,864 | $1,535,506 | $497,858,370 |
| 46 | Capital Planning LLC | $399,868 | $493,781,639 | $1,655,228 | $495,436,867 |
| 47 | Smart Portfolios, LLC | $508,136 | $193,008,564 | $2,115,660 | $195,124,224 |
| 48 | Wayfinding Financial, LLC | $260,258 | $228,974,655 | $2,655,266 | $231,629,921 |
| 49 | Robinswood Financial LLC | $306,534 | $334,223,205 | $2,657,276 | $336,880,481 |
| 50 | S. R. Schill & Associates Inc. | $407,213 | $228,318,118 | $2,978,733 | $231,296,851 |
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.
