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
    51JARVIS FINANCIAL$383,532$226,375,000$676,000$227,051,000
    52SMART PORTFOLIOS, LLC$529,161$213,465,564$844,797$214,310,361
    53PREVAIL WEALTH MANAGEMENT$249,497$127,393,313$848,100$128,241,413
    54SURIENCE PRIVATE WEALTH LLC$340,927$134,469,209$878,718$135,347,927
    55BEAR MOUNTAIN CAPITAL INC.$296,691$280,381,835$881,603$281,263,438
    56BELLINGHAM CAPITAL$174,027$113,590,541$919,327$114,509,868
    57HAMRICK INVESTMENT COUNSEL, LLC$1,054,522$272,985,201$1,190,543$274,175,744
    58CAPITAL PLANNING LLC$419,683$569,283,815$1,484,640$570,768,455
    59PRIVATE ADVISORY GROUP LLC$514,587$685,773,975$1,714,545$687,488,520
    60MARSJEWETT FINANCIAL GROUP$372,079$602,796,329$2,204,860$605,001,189
    61EMERALD ADVISORS, LLC$1,004,213$534,965,163$2,288,595$537,253,758
    62CASCADE WEALTH ADVISORS, INC$532,309$118,485,067$2,349,138$120,834,205
    63UNIONVIEW WEALTH PARTNERS$528,255$265,112,755$2,712,738$267,825,493
    64ROBINSWOOD FINANCIAL$419,319$409,523,469$3,086,619$412,610,088
    65BBJS FINANCIAL ADVISORS, LLC$3,600,921$280,795,764$3,677,028$284,472,792
    66TRELLIS ADVISORS, LLC$387,969$458,354,046$3,717,501$462,071,547
    67COLUMBIA RIVER FINANCIAL GROUP$262,521$123,857,622$6,615,115$130,472,737
    68BYRNE & COMPANY WEALTH MANAGEMENT, LLC$262,281$98,782,144$7,441,537$106,223,681
    69GARDE CAPITAL, INC.$3,024,222$1,505,701,470$9,433,608$1,515,135,078
    70LAKESIDE ADVISORS INC$592,506$369,438,559$10,950,269$380,388,828
    71HFG ADVISORS, INC.$1,119,690$258,339,979$12,624,965$270,964,944
    72COLUMBIA RIVER ADVISORS$487,266$483,104,437$12,932,297$496,036,734
    73HIGHLAND PRIVATE WEALTH MANAGEMENT$941,631$1,310,675,290$15,141,269$1,325,816,559
    74SOUND FINANCIAL, LLC$153,599$103,376,265$16,123,438$119,499,703
    75LESA SROUFE & COMPANY, INC.$690,007$158,263,250$17,688,581$175,951,831
    76ALETHEIAN WEALTH ADVISORS LLC$393,720$144,650,000$18,350,000$163,000,000
    77HBC FINANCIAL SERVICES, PLLC$688,981$448,379,817$19,438,559$467,818,376
    78STOLZ & ASSOCIATES, PS$401,954$149,581,047$20,043,373$169,624,420
    79LEONARD RICKEY INVESTMENT ADVISORS, P.L.L.C.$257,428$662,188,226$22,054,445$684,242,671
    80SOUNDVIEW ADVISORS$320,523$287,832,119$26,600,804$314,432,923
    81QUANTUM FINANCIAL PLANNING SERVICES, INC.$226,168$429,164,546$28,146,176$457,310,722
    82CLEAR CREEK FINANCIAL MANAGEMENT, LLC$167,982$1,054,738,189$42,689,901$1,097,428,090
    83SOVEREIGN WEALTH ADVISORS, INC.$393,285$295,032,409$43,585,786$338,618,195
    84TEN CAPITAL WEALTH ADVISORS, LLC$402,766$700,810,236$43,904,807$744,715,043
    85KAIZEN FINANCIAL ADVISORS, LLC$440,815$173,765,000$54,577,000$228,342,000
    86FULCRUM CAPITAL, LLC$1,923,386$852,023,871$57,737,599$909,761,470
    87EVANS CAPITAL MANAGEMENT ASSOCIATES$364,840$202,020,000$67,232,000$269,252,000
    88INTEGRITY FINANCIAL CORPORATION$356,067$485,520,160$67,808,149$553,328,309
    89HOHIMER WEALTH MANAGEMENT, LLC$1,267,047$858,573,455$79,041,286$937,614,741
    90AUXANO ADVISORS$687,312$947,620,299$81,972,700$1,029,592,999
    91HELMSMAN FINANCIAL GROUP, LLC$615,732$63,055,270$101,345,304$164,400,574
    92BRIGHTON JONES LLC$4,173,923$9,949,152,738$101,653,961$10,050,806,699
    93JOSLIN CAPITAL ADVISORS LLC$752,541$327,520,135$119,489,194$447,009,329
    94TFS ADVISORS, LLC$352,438$121,591,218$121,591,218
    95EQ WEALTH MANAGEMENT$338,360$356,022,051$130,877,652$486,899,703
    96JOHN T. MCCARTHY, LLC$286,497$136,659,000$136,659,000
    97CAPITAL ADVISORS WEALTH MANAGEMENT$368,445$476,356,339$137,473,836$613,830,175
    98EVERGREEN CAPITAL MANAGEMENT LLC$1,685,079$3,780,216,217$154,443,621$3,934,659,838
    99AVIER WEALTH ADVISORS$381,182$501,712,617$169,548,846$671,261,463
    100MARTEL WEALTH ADVISORS INC$340,509$832,797,102$178,175,409$1,010,972,511
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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.