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.


# of employees


High-net-worth client assets

Total AUM


Total accounts


Discretionary AUM


Avg. discretionary account AUM


Non-discretionary AUM


Non-discretionary accounts


Average non-discretionary account AUM


Avg. account AUM

Rank Business Name Avg. account AUM Discretionary AUM Non-discretionary AUM Total AUM
1Hallett Advisors$145,127$104,491,200$104,491,200
2Stolz & Associates, Ps$385,400$103,838,748$12,552,105$116,390,853
3Fort Vancouver Investment Management, Llc$247,383$117,012,129$117,012,129
4Bhj Wealth Advisors$443,572$117,103,050$117,103,050
5Asset Planning & Management, Inc.$1,465,827$117,266,150$117,266,150
6Dental Wealth Advisors, Llc$287,897$122,356,229$122,356,229
7Kaufman Kampe Advisors$421,018$128,410,391$128,410,391
8Helmsman Financial Group, Llc$506,169$50,522,410$78,550,670$129,073,080
9Truenorth Wealth Advisors$348,375$132,382,445$132,382,445
10Kaizen Financial Advisors, Llc$1,112,110$144,049,215$1,637,138$145,686,353
11Evans Capital Management Associates$284,884$108,000,000$39,000,000$147,000,000
12Agate Pass Investment, Llc$653,946$156,292,987$156,292,987
13Seneschal Advisors, Llc$373,305$161,267,780$161,267,780
14Hamrick Investment Counsel, Llc$1,240,489$163,744,508$163,744,508
15Breakwater Investment Management$373,429$172,150,691$172,150,691
16Madison Park Capital Advisors, Llc$209,533$163,316,941$10,385,790$173,702,731
17Bear Mountain Capital Inc.$290,032$182,829,584$760,416$183,590,000
18S. R. Schill & Associates Inc.$359,009$199,360,783$966,248$200,327,031
19Unionview Wealth Partners$535,236$198,369,213$2,879,497$201,248,710
20Smart Portfolios, Llc$417,914$201,619,195$1,487,043$203,106,238
21Miller Advisors, Inc.$393,969$189,622,657$14,847,254$204,469,911
22Bogdanovich Wealth Management Pllc$1,382,523$219,821,159$219,821,159
23Ramsey & Associates Inc$671,897$62,199,166$162,886,318$225,085,484
24Sovereign Wealth Advisors, Inc.$361,619$196,154,990$33,473,219$229,628,209
25Oliver Capital Management$168,972$26,306,853$216,337,159$242,644,012
26Soundview Advisors$264,947$240,148,560$6,251,854$246,400,414
27Chaney Capital Management Inc.$879,620$247,173,340$247,173,340
28Bellevue Asset Management, Llc$461,765$261,820,715$261,820,715
29Conway Jarvis Llc$1,203,540$272,000,000$272,000,000
30Eq Wealth Management$319,783$191,685,702$81,728,615$273,414,317
31Robinswood Financial$266,623$272,011,165$2,344,402$274,355,567
32Integrity Financial Corporation$214,648$252,137,956$40,856,126$292,994,082
33Security First Advisors$234,873$297,349,257$297,349,257
34Emerald Advisors, Llc$1,117,057$311,658,921$311,658,921
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
37Quantum Financial Planning Services, Inc.$185,771$302,376,637$32,754,012$335,130,649
38Harbour Investment Management L.L.C.$704,502$345,206,026$345,206,026
39Joslin Capital Advisors Llc$646,115$234,653,515$112,956,615$347,610,130
40Executive Wealth Group, Llc$1,590,215$353,027,792$353,027,792
41Hbc Financial Services, Pllc$571,963$331,285,896$32,482,871$363,768,767
42Columbia River Advisors$374,255$349,327,360$15,945,690$365,273,050
43Private Advisory Group Llc$374,093$365,357,250$2,376,000$367,733,250
44Financial Insights Inc$566,105$366,591,409$1,376,605$367,968,014
45Personal Investment Management Inc$420,719$382,433,546$382,433,546
46Kutscher Benner Barsness & Stevens, Inc.$630,744$385,384,487$385,384,487
47Mcilrath & Eck, Llc$182,877$397,208,133$397,208,133
48Hart Capital Management, Inc.$431,870$394,927,629$38,669,882$433,597,511
49Capital Planning Llc$337,953$432,287,483$2,320,555$434,608,038
50Ten Capital Wealth Advisors, Llc$296,032$423,817,260$28,518,960$452,336,220
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Showing 1 to 50 of 82 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.