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
1FISHER INVESTMENTS$1,744,458$121,000,000,000$121,000,000,000
2BRIGHTON JONES LLC$3,410,072$6,700,909,908$98,773,677$6,799,683,585
3CORNERSTONE ADVISORS INC$947,966$3,960,599,929$3,960,599,929
4BADGLEY PHELPS WEALTH MANAGERS$1,851,502$2,985,482,288$210,209,659$3,195,691,947
5MCCUTCHEN GROUP LLC$3,102,360$2,120,283,620$885,902,985$3,006,186,605
6EVERGREEN CAPITAL MANAGEMENT LLC$1,425,777$2,438,495,365$122,200,776$2,560,696,141
7THE CLARIUS GROUP, LLC$3,590,416$1,367,396,981$671,959,108$2,039,356,089
8FILAMENT, LLC$3,805,466$1,255,714,033$749,766,663$2,005,480,696
9LAIRD NORTON WEALTH MANAGEMENT$1,256,300$1,499,434,619$270,692,417$1,770,127,036
10BRISTLECONE ADVISORS LLC$1,667,223$1,333,778,076$1,333,778,076
11PARACLE ADVISORS LLC$760,839$1,229,155,778$4,925,299$1,234,081,077
12GARDE CAPITAL, INC.$2,284,497$1,041,873,000$34,125,000$1,075,998,000
13PARCION PRIVATE WEALTH LLC$1,178,721$1,052,598,234$1,052,598,234
14TRADEWINDS CAPITAL MANAGEMENT, LLC$255,682$920,710,396$920,710,396
15HIGHLAND PRIVATE WEALTH MANAGEMENT$826,727$786,924,700$29,881,938$816,806,638
16AUXANO ADVISORS$568,037$580,443,900$129,033,800$709,477,700
17MARTEL WEALTH ADVISORS INC$268,614$589,519,621$104,041,125$693,560,746
18FIRST PACIFIC FINANCIAL, INC.$285,489$683,174,366$683,174,366
19NEWFOCUS FINANCIAL GROUP, LLC$380,186$602,974,548$602,974,548
20CLEAR CREEK FINANCIAL MANAGEMENT, LLC$129,510$580,302,000$1,200,000$581,502,000
21HOHIMER WEALTH MANAGEMENT, LLC$913,319$517,646,457$52,264,867$569,911,324
22FINANCIAL PLAN, INC.$226,332$567,187,377$567,187,377
23STRATEGIC WEALTH MANAGEMENT INC$6,442,619$464,729,042$63,565,693$528,294,735
24LEONARD RICKEY INVESTMENT ADVISORS, P.L.L.C.$221,142$493,781,168$16,836,097$510,617,265
25180 WEALTH ADVISORS, LLC$285,714$335,097,710$142,902,290$478,000,000
26JAMES R. MARTIN CONSULTING, INC$678,622$460,784,097$460,784,097
27VESTORY, LLC$207,548$433,424,640$22,351,831$455,776,471
28AVIER WEALTH ADVISORS$327,167$398,129,060$55,979,133$454,108,193
29TEN CAPITAL WEALTH ADVISORS, LLC$296,032$423,817,260$28,518,960$452,336,220
30CAPITAL PLANNING LLC$337,953$432,287,483$2,320,555$434,608,038
31HART CAPITAL MANAGEMENT, INC.$431,870$394,927,629$38,669,882$433,597,511
32FINANCIAL INSIGHTS INC$601,962$426,188,937$426,188,937
33MCILRATH & ECK, LLC$182,877$397,208,133$397,208,133
34KUTSCHER BENNER BARSNESS & STEVENS, INC.$630,744$385,384,487$385,384,487
35PERSONAL INVESTMENT MANAGEMENT INC$420,719$382,433,546$382,433,546
36PRIVATE ADVISORY GROUP LLC$374,093$365,357,250$2,376,000$367,733,250
37COLUMBIA RIVER ADVISORS$374,255$349,327,360$15,945,690$365,273,050
38HBC FINANCIAL SERVICES, PLLC$571,963$331,285,896$32,482,871$363,768,767
39EXECUTIVE WEALTH GROUP, LLC$1,590,215$353,027,792$353,027,792
40JOSLIN CAPITAL ADVISORS LLC$646,115$234,653,515$112,956,615$347,610,130
41HARBOUR INVESTMENT MANAGEMENT L.L.C.$704,502$345,206,026$345,206,026
42QUANTUM FINANCIAL PLANNING SERVICES, INC.$185,771$302,376,637$32,754,012$335,130,649
43TRELLIS ADVISORS, LLC$311,694$324,890,122$3,947,493$328,837,615
44NORTHERN CAPITAL MANAGEMENT, INC.$189,661$326,881,141$662,654$327,543,795
45CONWAY JARVIS LLC$1,387,931$322,000,000$322,000,000
46TALBOT FINANCIAL, LLC$1,590,481$321,078,631$198,500$321,277,131
47EMERALD ADVISORS, LLC$1,117,057$311,658,921$311,658,921
48SECURITY FIRST ADVISORS$234,873$297,349,257$297,349,257
49INTEGRITY FINANCIAL CORPORATION$214,648$252,137,956$40,856,126$292,994,082
50ROBINSWOOD FINANCIAL$264,701$281,025,403$1,675,716$282,701,119
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 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.