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
2Cornerstone Advisors Inc$821,677$3,405,849,216$3,405,849,216
3Bristlecone Advisors LLC$1,502,066$1,186,632,301$1,186,632,301
4Tradewinds Capital Management$158,400$764,279,147$764,279,147
5First Pacific Financial, Inc.$249,338$556,771,575$556,771,575
6NewFocus Financial Group$361,341$503,709,525$503,709,525
7Conlon Dart Wealth Management$1,534,686$484,960,806$484,960,806
8Financial Plan, Inc.$215,087$465,878,923$465,878,923
9James R. Martin Consulting, Inc$650,181$386,207,585$386,207,585
10Personal Investment Management Inc$368,116$347,501,297$347,501,297
11Executive Wealth Group, LLC$1,403,009$310,064,952$310,064,952
12McIlrath & Eck, LLC$164,508$308,288,873$308,288,873
13Harbour Investment Management LLC$657,264$290,510,784$290,510,784
14Conway Jarvis$1,203,540$272,000,000$272,000,000
15Clear Creek Financial Management, LLC$148,110$257,414,816$257,414,816
16Bellevue Asset Management$370,701$212,040,932$212,040,932
17Chaney Capital Management Inc.$238,824$203,000,000$203,000,000
18Bogdanovich Wealth Management PLLC$1,186,112$192,150,221$192,150,221
19Dental Wealth Advisors, LLC$287,352$189,652,062$189,652,062
20Breakwater Investment Management$334,360$147,118,493$147,118,493
21Seneschal Advisors, LLC$281,528$138,511,768$138,511,768
22Fort Vancouver Investment Management, LLC$741,822$110,531,461$110,531,461
23Kaufman Kampe Advisors$393,952$109,124,626$109,124,626
24Asset Planning & Management, Inc.$1,329,275$105,012,694$105,012,694
25Hallett Advisors$131,625$104,773,524$104,773,524
26Talbot Financial$1,288,627$220,260,473$94,682$220,355,155
27Northern Capital Management, Inc.$162,014$280,842,393$576,138$281,418,531
28Bear Mountain Capital Inc.$223,525$115,097,000$689,000$115,786,000
29Financial Insights Inc$566,105$366,591,409$1,376,605$367,968,014
30Chicago Capital, LLC$1,410,007$1,586,263,267$1,404,602$1,587,667,869
31Private Advisory Group LLC$323,802$278,591,528$1,497,268$280,088,796
32S.R. Schill & Associates Inc.$315,134$166,467,740$1,498,618$167,966,358
33Robinswood Financial$266,623$272,011,165$2,344,402$274,355,567
34Soundview Advisors$227,223$205,500,000$4,000,000$209,500,000
35Trellis Advisors$271,416$265,830,243$6,671,490$272,501,733
36Madison Park Capital Advisors$165,224$131,441,933$8,172,161$139,614,094
37Paracle Advisors$626,752$897,472,775$8,183,196$905,655,971
38Miller Advisors, Inc.$339,793$166,499,036$9,853,406$176,352,442
39Columbia River Advisors$309,079$311,436,135$14,023,855$325,459,990
40Eq Wealth Management$241,514$187,808,682$15,546,322$203,355,004
41Leonard Rickey Investment Advisors, PLLC$205,882$428,906,867$15,798,298$444,705,165
42Lesa Sroufe & Company, Inc.$594,054$189,352,312$17,972,380$207,324,692
43Sovereign Wealth Advisors, Inc.$281,623$169,889,821$18,797,636$188,687,457
44Vestory$203,003$360,199,529$21,039,846$381,239,375
45Ten Capital Investment Advisors$237,492$320,180,182$23,470,566$343,650,748
46The Pacific Financial Group, Inc.$140,495$2,540,649,043$23,954,982$2,564,604,025
47Strategic Wealth Management Inc$4,711,622$418,234,434$24,658,044$442,892,478
48Quantum Financial Planning Services, Inc.$179,150$290,375,608$26,540,008$316,915,616
49Avier Wealth Advisors$282,671$401,768,173$26,760,537$428,528,710
50Highland Private Wealth Management$719,148$567,643,343$30,687,904$598,331,247
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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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