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.

Filters

# of employees

MinMax

High-net-worth client assets

Total AUM

MinMax

Total accounts

MinMax

Discretionary AUM

MinMax

Avg. discretionary account AUM

MinMax

Non-discretionary AUM

MinMax

Non-discretionary accounts

MinMax

Average non-discretionary account AUM

MinMax

Avg. account AUM

MinMax
Rank Business Name Avg. account AUM Discretionary AUM Non-discretionary AUM Total AUM
1MCCUTCHEN GROUP LLC$3,102,360$2,120,283,620$885,902,985$3,006,186,605
2FILAMENT, LLC$3,805,466$1,255,714,033$749,766,663$2,005,480,696
3THE CLARIUS GROUP, LLC$3,590,416$1,367,396,981$671,959,108$2,039,356,089
4KUTSCHER BENNER BARSNESS & STEVENS, INC.$630,744$385,384,487$385,384,487
5SECURITY FIRST ADVISORS$234,873$297,349,257$297,349,257
6LAIRD NORTON WEALTH MANAGEMENT$1,256,300$1,499,434,619$270,692,417$1,770,127,036
7OLIVER CAPITAL MANAGEMENT$168,972$26,306,853$216,337,159$242,644,012
8BADGLEY PHELPS WEALTH MANAGERS$1,851,502$2,985,482,288$210,209,659$3,195,691,947
9RAMSEY & ASSOCIATES INC$671,897$62,199,166$162,886,318$225,085,484
10180 WEALTH ADVISORS, LLC$285,714$335,097,710$142,902,290$478,000,000
11AUXANO ADVISORS$568,037$580,443,900$129,033,800$709,477,700
12EVERGREEN CAPITAL MANAGEMENT LLC$1,425,777$2,438,495,365$122,200,776$2,560,696,141
13PRIVATE ASSET MANAGEMENT INC$526,725$10,638,337$116,302,489$126,940,826
14JOSLIN CAPITAL ADVISORS LLC$646,115$234,653,515$112,956,615$347,610,130
15MARTEL WEALTH ADVISORS INC$268,614$589,519,621$104,041,125$693,560,746
16BRIGHTON JONES LLC$3,410,072$6,700,909,908$98,773,677$6,799,683,585
17EQ WEALTH MANAGEMENT$319,783$191,685,702$81,728,615$273,414,317
18HELMSMAN FINANCIAL GROUP, LLC$506,169$50,522,410$78,550,670$129,073,080
19STRATEGIC WEALTH MANAGEMENT INC$6,442,619$464,729,042$63,565,693$528,294,735
20EVANS CAPITAL MANAGEMENT ASSOCIATES$264,882$109,100,000$60,954,000$170,054,000
21AVIER WEALTH ADVISORS$327,167$398,129,060$55,979,133$454,108,193
22HOHIMER WEALTH MANAGEMENT, LLC$913,319$517,646,457$52,264,867$569,911,324
23INTEGRITY FINANCIAL CORPORATION$214,648$252,137,956$40,856,126$292,994,082
24HART CAPITAL MANAGEMENT, INC.$431,870$394,927,629$38,669,882$433,597,511
25GARDE CAPITAL, INC.$2,284,497$1,041,873,000$34,125,000$1,075,998,000
26SOVEREIGN WEALTH ADVISORS, INC.$361,619$196,154,990$33,473,219$229,628,209
27QUANTUM FINANCIAL PLANNING SERVICES, INC.$185,771$302,376,637$32,754,012$335,130,649
28HBC FINANCIAL SERVICES, PLLC$571,963$331,285,896$32,482,871$363,768,767
29HIGHLAND PRIVATE WEALTH MANAGEMENT$826,727$786,924,700$29,881,938$816,806,638
30TEN CAPITAL WEALTH ADVISORS, LLC$296,032$423,817,260$28,518,960$452,336,220
31VESTORY, LLC$207,548$433,424,640$22,351,831$455,776,471
32LESA SROUFE & COMPANY, INC.$625,914$162,224,163$20,542,695$182,766,858
33LEONARD RICKEY INVESTMENT ADVISORS, P.L.L.C.$221,142$493,781,168$16,836,097$510,617,265
34COLUMBIA RIVER ADVISORS$374,255$349,327,360$15,945,690$365,273,050
35MILLER ADVISORS, INC.$393,969$189,622,657$14,847,254$204,469,911
36STOLZ & ASSOCIATES, PS$385,400$103,838,748$12,552,105$116,390,853
37SOUNDVIEW ADVISORS$264,947$240,148,560$6,251,854$246,400,414
38PARACLE ADVISORS LLC$760,839$1,229,155,778$4,925,299$1,234,081,077
39TRELLIS ADVISORS, LLC$311,694$324,890,122$3,947,493$328,837,615
40UNIONVIEW WEALTH PARTNERS$535,236$198,369,213$2,879,497$201,248,710
41PRIVATE ADVISORY GROUP LLC$374,093$365,357,250$2,376,000$367,733,250
42CAPITAL PLANNING LLC$337,953$432,287,483$2,320,555$434,608,038
43ROBINSWOOD FINANCIAL$264,701$281,025,403$1,675,716$282,701,119
44KAIZEN FINANCIAL ADVISORS, LLC$1,112,110$144,049,215$1,637,138$145,686,353
45SMART PORTFOLIOS, LLC$417,914$201,619,195$1,487,043$203,106,238
46CLEAR CREEK FINANCIAL MANAGEMENT, LLC$129,510$580,302,000$1,200,000$581,502,000
47S. R. SCHILL & ASSOCIATES INC.$359,009$199,360,783$966,248$200,327,031
48BEAR MOUNTAIN CAPITAL INC.$290,032$182,829,584$760,416$183,590,000
49NORTHERN CAPITAL MANAGEMENT, INC.$189,661$326,881,141$662,654$327,543,795
50TALBOT FINANCIAL, LLC$1,590,481$321,078,631$198,500$321,277,131
Next Page »

Showing 1 to 50 of 84 entries

Page 1 | 2

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.