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 INVESTMENTS$1,744,458$121,000,000,000$121,000,000,000
2CORNERSTONE ADVISORS INC$947,966$3,960,599,929$3,960,599,929
3HAMRICK INVESTMENT COUNSEL, LLC$1,240,489$163,744,508$163,744,508
4TRUENORTH WEALTH ADVISORS$348,375$132,382,445$132,382,445
5EXECUTIVE WEALTH GROUP, LLC$1,590,215$353,027,792$353,027,792
6MCILRATH & ECK, LLC$182,877$397,208,133$397,208,133
7CONWAY JARVIS LLC$1,387,931$322,000,000$322,000,000
8DENTAL WEALTH ADVISORS, LLC$287,897$122,356,229$122,356,229
9HARBOUR INVESTMENT MANAGEMENT L.L.C.$704,502$345,206,026$345,206,026
10EMERALD ADVISORS, LLC$1,117,057$311,658,921$311,658,921
11BREAKWATER INVESTMENT MANAGEMENT$373,429$172,150,691$172,150,691
12BOGDANOVICH WEALTH MANAGEMENT PLLC$1,382,523$219,821,159$219,821,159
13BHJ WEALTH ADVISORS$430,984$114,210,681$114,210,681
14BELLEVUE ASSET MANAGEMENT, LLC$461,765$261,820,715$261,820,715
15KAUFMAN KAMPE ADVISORS$421,018$128,410,391$128,410,391
16BRISTLECONE ADVISORS LLC$1,667,223$1,333,778,076$1,333,778,076
17JAMES R. MARTIN CONSULTING, INC$678,622$460,784,097$460,784,097
18CHANEY CAPITAL MANAGEMENT INC.$879,620$247,173,340$247,173,340
19PARCION PRIVATE WEALTH LLC$1,178,721$1,052,598,234$1,052,598,234
20FINANCIAL FORUM, INC.$135,386$125,367,342$125,367,342
21FINANCIAL PLAN, INC.$226,332$567,187,377$567,187,377
22TRADEWINDS CAPITAL MANAGEMENT, LLC$255,682$920,710,396$920,710,396
23FIRST PACIFIC FINANCIAL, INC.$285,489$683,174,366$683,174,366
24MOULTON WEALTH MANAGEMENT, INC$237,780$141,479,151$141,479,151
25NEWFOCUS FINANCIAL GROUP, LLC$380,186$602,974,548$602,974,548
26WAYFINDING FINANCIAL, LLC$193,158$169,399,605$169,399,605
27PERSONAL INVESTMENT MANAGEMENT INC$420,719$382,433,546$382,433,546
28FINANCIAL INSIGHTS INC$601,962$426,188,937$426,188,937
29HALLETT ADVISORS$145,127$104,491,200$104,491,200
30SENESCHAL ADVISORS, LLC$373,305$161,267,780$161,267,780
31AGATE PASS INVESTMENT, LLC$653,946$156,292,987$156,292,987
32ASSET PLANNING & MANAGEMENT, INC.$1,465,827$117,266,150$117,266,150
33MOSER WEALTH ADVISORS$409,024$151,338,747$151,338,747
34FORT VANCOUVER INVESTMENT MANAGEMENT, LLC$247,383$117,012,129$117,012,129
35TALBOT FINANCIAL, LLC$1,590,481$321,078,631$198,500$321,277,131
36NORTHERN CAPITAL MANAGEMENT, INC.$189,661$326,881,141$662,654$327,543,795
37BEAR MOUNTAIN CAPITAL INC.$290,032$182,829,584$760,416$183,590,000
38S. R. SCHILL & ASSOCIATES INC.$359,009$199,360,783$966,248$200,327,031
39CLEAR CREEK FINANCIAL MANAGEMENT, LLC$129,510$580,302,000$1,200,000$581,502,000
40SMART PORTFOLIOS, LLC$417,914$201,619,195$1,487,043$203,106,238
41KAIZEN FINANCIAL ADVISORS, LLC$1,112,110$144,049,215$1,637,138$145,686,353
42ROBINSWOOD FINANCIAL$264,701$281,025,403$1,675,716$282,701,119
43CAPITAL PLANNING LLC$337,953$432,287,483$2,320,555$434,608,038
44PRIVATE ADVISORY GROUP LLC$374,093$365,357,250$2,376,000$367,733,250
45UNIONVIEW WEALTH PARTNERS$535,236$198,369,213$2,879,497$201,248,710
46TRELLIS ADVISORS, LLC$311,694$324,890,122$3,947,493$328,837,615
47PARACLE ADVISORS LLC$760,839$1,229,155,778$4,925,299$1,234,081,077
48SOUNDVIEW ADVISORS$264,947$240,148,560$6,251,854$246,400,414
49STOLZ & ASSOCIATES, PS$385,400$103,838,748$12,552,105$116,390,853
50MILLER ADVISORS, INC.$393,969$189,622,657$14,847,254$204,469,911
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Showing 1 to 50 of 84 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.