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 | $1,744,458 | $121,000,000,000 | — | $121,000,000,000 |
| 2 | CORNERSTONE ADVISORS INC | $947,966 | $3,960,599,929 | — | $3,960,599,929 |
| 3 | HAMRICK INVESTMENT COUNSEL, LLC | $1,240,489 | $163,744,508 | — | $163,744,508 |
| 4 | TRUENORTH WEALTH ADVISORS | $348,375 | $132,382,445 | — | $132,382,445 |
| 5 | EXECUTIVE WEALTH GROUP, LLC | $1,590,215 | $353,027,792 | — | $353,027,792 |
| 6 | MCILRATH & ECK, LLC | $182,877 | $397,208,133 | — | $397,208,133 |
| 7 | CONWAY JARVIS LLC | $1,387,931 | $322,000,000 | — | $322,000,000 |
| 8 | DENTAL WEALTH ADVISORS, LLC | $287,897 | $122,356,229 | — | $122,356,229 |
| 9 | HARBOUR INVESTMENT MANAGEMENT L.L.C. | $704,502 | $345,206,026 | — | $345,206,026 |
| 10 | EMERALD ADVISORS, LLC | $1,117,057 | $311,658,921 | — | $311,658,921 |
| 11 | BREAKWATER INVESTMENT MANAGEMENT | $373,429 | $172,150,691 | — | $172,150,691 |
| 12 | BOGDANOVICH WEALTH MANAGEMENT PLLC | $1,382,523 | $219,821,159 | — | $219,821,159 |
| 13 | BHJ WEALTH ADVISORS | $430,984 | $114,210,681 | — | $114,210,681 |
| 14 | BELLEVUE ASSET MANAGEMENT, LLC | $461,765 | $261,820,715 | — | $261,820,715 |
| 15 | KAUFMAN KAMPE ADVISORS | $421,018 | $128,410,391 | — | $128,410,391 |
| 16 | BRISTLECONE ADVISORS LLC | $1,667,223 | $1,333,778,076 | — | $1,333,778,076 |
| 17 | JAMES R. MARTIN CONSULTING, INC | $678,622 | $460,784,097 | — | $460,784,097 |
| 18 | CHANEY CAPITAL MANAGEMENT INC. | $879,620 | $247,173,340 | — | $247,173,340 |
| 19 | PARCION PRIVATE WEALTH LLC | $1,178,721 | $1,052,598,234 | — | $1,052,598,234 |
| 20 | FINANCIAL FORUM, INC. | $135,386 | $125,367,342 | — | $125,367,342 |
| 21 | FINANCIAL PLAN, INC. | $226,332 | $567,187,377 | — | $567,187,377 |
| 22 | TRADEWINDS CAPITAL MANAGEMENT, LLC | $255,682 | $920,710,396 | — | $920,710,396 |
| 23 | FIRST PACIFIC FINANCIAL, INC. | $285,489 | $683,174,366 | — | $683,174,366 |
| 24 | MOULTON WEALTH MANAGEMENT, INC | $237,780 | $141,479,151 | — | $141,479,151 |
| 25 | NEWFOCUS FINANCIAL GROUP, LLC | $380,186 | $602,974,548 | — | $602,974,548 |
| 26 | WAYFINDING FINANCIAL, LLC | $193,158 | $169,399,605 | — | $169,399,605 |
| 27 | PERSONAL INVESTMENT MANAGEMENT INC | $420,719 | $382,433,546 | — | $382,433,546 |
| 28 | FINANCIAL INSIGHTS INC | $601,962 | $426,188,937 | — | $426,188,937 |
| 29 | HALLETT ADVISORS | $145,127 | $104,491,200 | — | $104,491,200 |
| 30 | SENESCHAL ADVISORS, LLC | $373,305 | $161,267,780 | — | $161,267,780 |
| 31 | AGATE PASS INVESTMENT, LLC | $653,946 | $156,292,987 | — | $156,292,987 |
| 32 | ASSET PLANNING & MANAGEMENT, INC. | $1,465,827 | $117,266,150 | — | $117,266,150 |
| 33 | MOSER WEALTH ADVISORS | $409,024 | $151,338,747 | — | $151,338,747 |
| 34 | FORT VANCOUVER INVESTMENT MANAGEMENT, LLC | $247,383 | $117,012,129 | — | $117,012,129 |
| 35 | TALBOT FINANCIAL, LLC | $1,590,481 | $321,078,631 | $198,500 | $321,277,131 |
| 36 | NORTHERN CAPITAL MANAGEMENT, INC. | $189,661 | $326,881,141 | $662,654 | $327,543,795 |
| 37 | BEAR MOUNTAIN CAPITAL INC. | $290,032 | $182,829,584 | $760,416 | $183,590,000 |
| 38 | S. R. SCHILL & ASSOCIATES INC. | $359,009 | $199,360,783 | $966,248 | $200,327,031 |
| 39 | CLEAR CREEK FINANCIAL MANAGEMENT, LLC | $129,510 | $580,302,000 | $1,200,000 | $581,502,000 |
| 40 | SMART PORTFOLIOS, LLC | $417,914 | $201,619,195 | $1,487,043 | $203,106,238 |
| 41 | KAIZEN FINANCIAL ADVISORS, LLC | $1,112,110 | $144,049,215 | $1,637,138 | $145,686,353 |
| 42 | ROBINSWOOD FINANCIAL | $264,701 | $281,025,403 | $1,675,716 | $282,701,119 |
| 43 | CAPITAL PLANNING LLC | $337,953 | $432,287,483 | $2,320,555 | $434,608,038 |
| 44 | PRIVATE ADVISORY GROUP LLC | $374,093 | $365,357,250 | $2,376,000 | $367,733,250 |
| 45 | UNIONVIEW WEALTH PARTNERS | $535,236 | $198,369,213 | $2,879,497 | $201,248,710 |
| 46 | TRELLIS ADVISORS, LLC | $311,694 | $324,890,122 | $3,947,493 | $328,837,615 |
| 47 | PARACLE ADVISORS LLC | $760,839 | $1,229,155,778 | $4,925,299 | $1,234,081,077 |
| 48 | SOUNDVIEW ADVISORS | $264,947 | $240,148,560 | $6,251,854 | $246,400,414 |
| 49 | STOLZ & ASSOCIATES, PS | $385,400 | $103,838,748 | $12,552,105 | $116,390,853 |
| 50 | MILLER ADVISORS, INC. | $393,969 | $189,622,657 | $14,847,254 | $204,469,911 |
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 Sabrina Straub.
*Methodology:InvestmentNews qualified firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2020. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2019, (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) nor one who is an insurance company or agency.
Database last updated on June, 2020.
