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
1Laird Norton Wealth Management, LLC$2,115,058$2,992,830,326$1,178,064,124$4,170,894,450
2The Clarius Group, LLC$4,140,115$1,630,960,812$1,176,037,304$2,806,998,116
3McCutchen Group LLC$2,983,988$2,368,881,923$910,520,452$3,279,402,375
4FILAMENT, LLC$3,805,466$1,255,714,033$749,766,663$2,005,480,696
5Moss Adams Wealth Advisors LLC$807,402$2,220,511,241$560,180,550$2,780,691,791
6Kutscher Benner Barsness & Stevens, Inc.$617,357$443,261,996$443,261,996
7Security First Advisors, Inc.$194,933$338,014,365$338,014,365
8Badgley, Phelps And Bell, Inc.$1,970,268$3,556,880,932$261,498,866$3,818,379,798
9180 Wealth Advisors, LLC$248,653$340,000,000$260,000,000$600,000,000
10Oliver Capital Management, Inc.$190,955$31,755,488$238,446,223$270,201,711
11Ramsey & Associates Inc$728,224$63,550,939$175,306,455$238,857,394
12Auxano Advisors, LLC$628,301$768,343,200$139,551,200$907,894,400
13John T. Mccarthy, LLC$1,231,481$133,000,000$133,000,000
14Evergreen Capital Management LLC$1,513,988$2,865,090,036$126,550,823$2,991,640,859
15Martel Wealth Advisors Inc$296,655$692,691,790$123,407,471$816,099,261
16Joslin Capital Advisors LLC$694,478$259,718,760$122,938,495$382,657,255
17Ram Investment Partners, LLC$342,524$415,434,597$116,504,857$531,939,454
18PRIVATE ASSET MANAGEMENT INC$526,725$10,638,337$116,302,489$126,940,826
19Capital Advisors Wealth Management, LLC$350,081$370,864,559$109,796,500$480,661,059
20EQ, LLC$334,742$271,927,804$96,957,437$368,885,241
21Helmsman Financial Group, LLC$560,380$53,610,175$89,847,023$143,457,198
22Brighton Jones LLC$3,716,222$8,355,071,502$88,185,838$8,443,257,340
23Strategic Wealth Management Inc$8,088,135$535,599,546$87,186,865$622,786,411
24Garde Capital, Inc.$2,716,533$1,217,892,804$83,326,308$1,301,219,112
25Integrity Financial Corporation$251,331$279,771,214$81,140,653$360,911,867
26Hohimer Wealth Management, LLC$794,288$620,276,267$62,016,765$682,293,032
27R.L. Evans Co. Inc.$264,882$109,100,000$60,954,000$170,054,000
28Fulcrum Capital, LLC$1,852,750$647,424,375$47,356,754$694,781,129
29Kaizen Financial Advisors, LLC$347,617$157,462,863$44,502,872$201,965,735
30Sovereign Wealth Advisors, Inc.$401,505$239,057,678$40,791,209$279,848,887
31HART CAPITAL MANAGEMENT, INC.$431,870$394,927,629$38,669,882$433,597,511
32Quantum Financial Planning Services, Inc.$199,026$348,632,815$37,876,520$386,509,335
33HBC Financial Services, PLLC$607,445$360,217,071$37,659,152$397,876,223
34Ten Capital Wealth Advisors, LLC$354,842$762,866,935$35,173,747$798,040,682
35Clear Creek Financial Management, LLC$162,329$834,996,069$23,888,493$858,884,562
36VESTORY, LLC$207,548$433,424,640$22,351,831$455,776,471
37Leonard Rickey Investment Advisors, P.L.L.C.$237,918$560,430,525$19,850,930$580,281,455
38Miller Advisors Inc$462,351$187,916,830$17,367,128$205,283,958
39Stolz & Associates, Ps$417,100$116,876,271$17,012,757$133,889,028
40Columbia River Advisors, LLC$448,681$425,653,677$16,297,097$441,950,774
41Lesa Sroufe & Company, Inc.$580,769$137,788,782$14,372,699$152,161,481
42Columbia River Financial Group, LLC$248,558$100,969,189$9,887,865$110,857,054
43Lakeside Advisors Inc$554,927$326,063,560$9,667,082$335,730,642
44Highland Private Wealth Management$896,548$1,013,781,432$8,282,963$1,022,064,395
45Soundview Advisors, Inc.$300,549$276,447,038$6,369,252$282,816,290
46Jarvis Financial Services, Inc.$330,860$191,000,000$5,200,000$196,200,000
47Paracle Advisors LLC$797,891$1,404,742,363$5,131,623$1,409,873,986
48Trellis Advisors, LLC$355,650$390,599,487$3,460,392$394,059,879
49Unionview, LLC$516,177$226,609,076$3,089,845$229,698,921
50S. R. Schill & Associates Inc.$407,213$228,318,118$2,978,733$231,296,851
Next Page »

Showing 1 to 50 of 99 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 Carline Murphy.

*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.