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 Asset Management, LLC$957,512$160,000,000,000$160,000,000,000
2CORNERSTONE ADVISORS INC$947,966$3,960,599,929$3,960,599,929
3Hamrick Investment Counsel, LLC$965,513$219,171,346$219,171,346
4Truenorth Financial Services, LLC$388,085$157,174,402$157,174,402
5Executive Wealth Group, LLC$1,765,118$391,856,299$391,856,299
6McIlrath & Eck, LLC$214,028$501,039,323$501,039,323
7CJ Partners LLC$1,609,053$391,000,000$391,000,000
8Dental Wealth Advisors, LLC$334,891$125,249,405$125,249,405
9Harbour Investment Management L.L.C.$730,079$365,039,380$365,039,380
10Breakwater Investment Management, LLC$738,257$191,208,464$191,208,464
11Jeffrey Jay Bogdanovich$1,473,835$225,496,783$225,496,783
12Brooks, Hughes & Jones, Inc.$542,256$142,071,013$142,071,013
13Bellevue Asset Management, LLC$504,768$296,803,634$296,803,634
14Waycross Investment Management Company$1,053,401$134,835,353$134,835,353
15Kaufman Kampe Advisors LLC$475,622$154,577,200$154,577,200
16Bristlecone Advisors LLC$1,660,195$1,525,719,576$1,525,719,576
17James R. Martin Consulting, Inc. Dba Jrm Capital Management$633,207$429,314,243$429,314,243
18Chaney Capital Management Inc.$315,127$283,299,003$283,299,003
19Parcion Private Wealth LLC$1,695,894$1,521,216,909$1,521,216,909
20Financial Forum, Inc.$139,213$182,508,594$182,508,594
21Financial Plan, Inc.$245,530$713,018,175$713,018,175
22Tradewinds Capital Management, LLC$260,281$1,009,631,757$1,009,631,757
23First Pacific Financial, Inc.$316,683$841,111,158$841,111,158
24Epic Trust Investment Advisors LLC$111,415$128,461,837$128,461,837
25Moulton Wealth Management, Inc$243,701$142,565,000$142,565,000
26NEWFOCUS FINANCIAL GROUP, LLC$380,186$602,974,548$602,974,548
27Personal Investment Management Inc$391,981$487,623,800$487,623,800
28Financial Insights Inc$644,138$461,846,811$461,846,811
29Hallett Investments, LLC$158,810$114,819,960$114,819,960
30Seattle Wealth Management LLC$414,634$136,000,000$136,000,000
31Barker Wealth Management, LLC$642,060$110,434,260$110,434,260
32Seneschal Advisors, LLC$388,782$191,669,405$191,669,405
33The Planner'S Edge LLC$583,245$127,147,487$127,147,487
34Buckley Investment Group, LLC$390,738$114,095,579$114,095,579
35My Personal CFO, LLC$1,130,843$141,355,357$141,355,357
36Agate Pass Investment Management, LLC$707,015$180,288,735$180,288,735
37ASSET PLANNING & MANAGEMENT, INC.$1,465,827$117,266,150$117,266,150
38Moser Wealth Advisors, LLC$420,285$181,983,230$181,983,230
39Fort Vancouver Investment Management, LLC$295,276$140,256,234$140,256,234
40TALBOT FINANCIAL, LLC$1,590,481$321,078,631$198,500$321,277,131
41Northern Capital Management, Inc.$198,482$341,192,244$395,091$341,587,335
42Bear Mountain Capital Inc.$331,478$222,912,580$835,315$223,747,895
43Private Advisory Group LLC$437,780$475,899,456$843,000$476,742,456
44Emerald Advisors, LLC$886,944$379,112,091$1,387,067$380,499,158
45Mars Jewett Financial Group, Inc.$345,255$496,322,864$1,535,506$497,858,370
46Capital Planning LLC$399,868$493,781,639$1,655,228$495,436,867
47Smart Portfolios, LLC$508,136$193,008,564$2,115,660$195,124,224
48Wayfinding Financial, LLC$260,258$228,974,655$2,655,266$231,629,921
49Robinswood Financial LLC$306,534$334,223,205$2,657,276$336,880,481
50S. R. Schill & Associates Inc.$407,213$228,318,118$2,978,733$231,296,851
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Showing 1 to 50 of 99 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 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.