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.


# of employees


High-net-worth client assets

Total AUM


Total accounts


Discretionary AUM


Avg. discretionary account AUM


Non-discretionary AUM


Non-discretionary accounts


Average non-discretionary account AUM


Avg. account AUM

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
2Cornerstone Advisors Inc$947,966$3,960,599,929$3,960,599,929
3The Pacific Financial Group, Inc.$124,683$2,336,318,385$2,336,318,385
4Bristlecone Advisors Llc$1,667,223$1,333,778,076$1,333,778,076
5Parcion Private Wealth Llc$1,219,091$1,130,097,150$1,130,097,150
6Tradewinds Capital Management, Llc$255,682$920,710,396$920,710,396
7First Pacific Financial, Inc.$285,489$683,174,366$683,174,366
8Newfocus Financial Group, Llc$380,186$602,974,548$602,974,548
9Financial Plan, Inc.$226,332$567,187,377$567,187,377
10James R. Martin Consulting, Inc$678,622$460,784,097$460,784,097
11Mcilrath & Eck, Llc$182,877$397,208,133$397,208,133
12Personal Investment Management Inc$420,719$382,433,546$382,433,546
13Executive Wealth Group, Llc$1,590,215$353,027,792$353,027,792
14Harbour Investment Management L.L.C.$704,502$345,206,026$345,206,026
15Emerald Advisors, Llc$1,117,057$311,658,921$311,658,921
16Conway Jarvis Llc$1,203,540$272,000,000$272,000,000
17Bellevue Asset Management, Llc$461,765$261,820,715$261,820,715
18Chaney Capital Management Inc.$879,620$247,173,340$247,173,340
19Bogdanovich Wealth Management Pllc$1,382,523$219,821,159$219,821,159
20Breakwater Investment Management$373,429$172,150,691$172,150,691
21Hamrick Investment Counsel, Llc$1,240,489$163,744,508$163,744,508
22Seneschal Advisors, Llc$373,305$161,267,780$161,267,780
23Agate Pass Investment, Llc$653,946$156,292,987$156,292,987
24Truenorth Wealth Advisors$348,375$132,382,445$132,382,445
25Kaufman Kampe Advisors$421,018$128,410,391$128,410,391
26Dental Wealth Advisors, Llc$287,897$122,356,229$122,356,229
27Asset Planning & Management, Inc.$1,465,827$117,266,150$117,266,150
28Bhj Wealth Advisors$443,572$117,103,050$117,103,050
29Fort Vancouver Investment Management, Llc$247,383$117,012,129$117,012,129
30Hallett Advisors$145,127$104,491,200$104,491,200
31Talbot Financial, Llc$1,590,481$321,078,631$198,500$321,277,131
32Northern Capital Management, Inc.$189,661$326,881,141$662,654$327,543,795
33Bear Mountain Capital Inc.$290,032$182,829,584$760,416$183,590,000
34S. R. Schill & Associates Inc.$359,009$199,360,783$966,248$200,327,031
35Clear Creek Financial Management, Llc$129,510$580,302,000$1,200,000$581,502,000
36Financial Insights Inc$566,105$366,591,409$1,376,605$367,968,014
37Smart Portfolios, Llc$417,914$201,619,195$1,487,043$203,106,238
38Kaizen Financial Advisors, Llc$1,112,110$144,049,215$1,637,138$145,686,353
39Capital Planning Llc$337,953$432,287,483$2,320,555$434,608,038
40Robinswood Financial$266,623$272,011,165$2,344,402$274,355,567
41Private Advisory Group Llc$374,093$365,357,250$2,376,000$367,733,250
42Unionview Wealth Partners$535,236$198,369,213$2,879,497$201,248,710
43Paracle Advisors Llc$760,839$1,229,155,778$4,925,299$1,234,081,077
44Soundview Advisors$264,947$240,148,560$6,251,854$246,400,414
45Madison Park Capital Advisors, Llc$209,533$163,316,941$10,385,790$173,702,731
46Stolz & Associates, Ps$385,400$103,838,748$12,552,105$116,390,853
47Miller Advisors, Inc.$393,969$189,622,657$14,847,254$204,469,911
48Columbia River Advisors$374,255$349,327,360$15,945,690$365,273,050
49Leonard Rickey Investment Advisors, P.L.L.C.$221,142$493,781,168$16,836,097$510,617,265
50Vestory, Llc$207,548$433,424,640$22,351,831$455,776,471
Next Page »

Showing 1 to 50 of 82 entries

Page 1 | 2

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.