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 Investments | $1,638,710 | $94,107,835,606 | — | $94,107,835,606 |
| 2 | Cornerstone Advisors Inc | $821,677 | $3,405,849,216 | — | $3,405,849,216 |
| 3 | Bristlecone Advisors LLC | $1,502,066 | $1,186,632,301 | — | $1,186,632,301 |
| 4 | Tradewinds Capital Management | $158,400 | $764,279,147 | — | $764,279,147 |
| 5 | First Pacific Financial, Inc. | $249,338 | $556,771,575 | — | $556,771,575 |
| 6 | NewFocus Financial Group | $361,341 | $503,709,525 | — | $503,709,525 |
| 7 | Conlon Dart Wealth Management | $1,534,686 | $484,960,806 | — | $484,960,806 |
| 8 | Financial Plan, Inc. | $215,087 | $465,878,923 | — | $465,878,923 |
| 9 | James R. Martin Consulting, Inc | $650,181 | $386,207,585 | — | $386,207,585 |
| 10 | Personal Investment Management Inc | $368,116 | $347,501,297 | — | $347,501,297 |
| 11 | Executive Wealth Group, LLC | $1,403,009 | $310,064,952 | — | $310,064,952 |
| 12 | McIlrath & Eck, LLC | $164,508 | $308,288,873 | — | $308,288,873 |
| 13 | Harbour Investment Management LLC | $657,264 | $290,510,784 | — | $290,510,784 |
| 14 | Conway Jarvis | $1,203,540 | $272,000,000 | — | $272,000,000 |
| 15 | Clear Creek Financial Management, LLC | $148,110 | $257,414,816 | — | $257,414,816 |
| 16 | Bellevue Asset Management | $370,701 | $212,040,932 | — | $212,040,932 |
| 17 | Chaney Capital Management Inc. | $238,824 | $203,000,000 | — | $203,000,000 |
| 18 | Bogdanovich Wealth Management PLLC | $1,186,112 | $192,150,221 | — | $192,150,221 |
| 19 | Dental Wealth Advisors, LLC | $287,352 | $189,652,062 | — | $189,652,062 |
| 20 | Breakwater Investment Management | $334,360 | $147,118,493 | — | $147,118,493 |
| 21 | Seneschal Advisors, LLC | $281,528 | $138,511,768 | — | $138,511,768 |
| 22 | Fort Vancouver Investment Management, LLC | $741,822 | $110,531,461 | — | $110,531,461 |
| 23 | Kaufman Kampe Advisors | $393,952 | $109,124,626 | — | $109,124,626 |
| 24 | Asset Planning & Management, Inc. | $1,329,275 | $105,012,694 | — | $105,012,694 |
| 25 | Hallett Advisors | $131,625 | $104,773,524 | — | $104,773,524 |
| 26 | Talbot Financial | $1,288,627 | $220,260,473 | $94,682 | $220,355,155 |
| 27 | Northern Capital Management, Inc. | $162,014 | $280,842,393 | $576,138 | $281,418,531 |
| 28 | Bear Mountain Capital Inc. | $223,525 | $115,097,000 | $689,000 | $115,786,000 |
| 29 | Financial Insights Inc | $566,105 | $366,591,409 | $1,376,605 | $367,968,014 |
| 30 | Chicago Capital, LLC | $1,410,007 | $1,586,263,267 | $1,404,602 | $1,587,667,869 |
| 31 | Private Advisory Group LLC | $323,802 | $278,591,528 | $1,497,268 | $280,088,796 |
| 32 | S.R. Schill & Associates Inc. | $315,134 | $166,467,740 | $1,498,618 | $167,966,358 |
| 33 | Robinswood Financial | $266,623 | $272,011,165 | $2,344,402 | $274,355,567 |
| 34 | Soundview Advisors | $227,223 | $205,500,000 | $4,000,000 | $209,500,000 |
| 35 | Trellis Advisors | $271,416 | $265,830,243 | $6,671,490 | $272,501,733 |
| 36 | Madison Park Capital Advisors | $165,224 | $131,441,933 | $8,172,161 | $139,614,094 |
| 37 | Paracle Advisors | $626,752 | $897,472,775 | $8,183,196 | $905,655,971 |
| 38 | Miller Advisors, Inc. | $339,793 | $166,499,036 | $9,853,406 | $176,352,442 |
| 39 | Columbia River Advisors | $309,079 | $311,436,135 | $14,023,855 | $325,459,990 |
| 40 | Eq Wealth Management | $241,514 | $187,808,682 | $15,546,322 | $203,355,004 |
| 41 | Leonard Rickey Investment Advisors, PLLC | $205,882 | $428,906,867 | $15,798,298 | $444,705,165 |
| 42 | Lesa Sroufe & Company, Inc. | $594,054 | $189,352,312 | $17,972,380 | $207,324,692 |
| 43 | Sovereign Wealth Advisors, Inc. | $281,623 | $169,889,821 | $18,797,636 | $188,687,457 |
| 44 | Vestory | $203,003 | $360,199,529 | $21,039,846 | $381,239,375 |
| 45 | Ten Capital Investment Advisors | $237,492 | $320,180,182 | $23,470,566 | $343,650,748 |
| 46 | The Pacific Financial Group, Inc. | $140,495 | $2,540,649,043 | $23,954,982 | $2,564,604,025 |
| 47 | Strategic Wealth Management Inc | $4,711,622 | $418,234,434 | $24,658,044 | $442,892,478 |
| 48 | Quantum Financial Planning Services, Inc. | $179,150 | $290,375,608 | $26,540,008 | $316,915,616 |
| 49 | Avier Wealth Advisors | $282,671 | $401,768,173 | $26,760,537 | $428,528,710 |
| 50 | Highland Private Wealth Management | $719,148 | $567,643,343 | $30,687,904 | $598,331,247 |
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.
