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
1Fisher Asset Management, LLC$957,512$160,000,000,000$160,000,000,000
2Brighton Jones LLC$3,716,222$8,355,071,502$88,185,838$8,443,257,340
3Laird Norton Wealth Management, LLC$2,115,058$2,992,830,326$1,178,064,124$4,170,894,450
4CORNERSTONE ADVISORS INC$947,966$3,960,599,929$3,960,599,929
5Badgley, Phelps And Bell, Inc.$1,970,268$3,556,880,932$261,498,866$3,818,379,798
6McCutchen Group LLC$2,983,988$2,368,881,923$910,520,452$3,279,402,375
7Evergreen Capital Management LLC$1,513,988$2,865,090,036$126,550,823$2,991,640,859
8The Clarius Group, LLC$4,140,115$1,630,960,812$1,176,037,304$2,806,998,116
9Moss Adams Wealth Advisors LLC$807,402$2,220,511,241$560,180,550$2,780,691,791
10FILAMENT, LLC$3,805,466$1,255,714,033$749,766,663$2,005,480,696
11Bristlecone Advisors LLC$1,660,195$1,525,719,576$1,525,719,576
12Parcion Private Wealth LLC$1,695,894$1,521,216,909$1,521,216,909
13Paracle Advisors LLC$797,891$1,404,742,363$5,131,623$1,409,873,986
14Garde Capital, Inc.$2,716,533$1,217,892,804$83,326,308$1,301,219,112
15Highland Private Wealth Management$896,548$1,013,781,432$8,282,963$1,022,064,395
16Tradewinds Capital Management, LLC$260,281$1,009,631,757$1,009,631,757
17Auxano Advisors, LLC$628,301$768,343,200$139,551,200$907,894,400
18Clear Creek Financial Management, LLC$162,329$834,996,069$23,888,493$858,884,562
19First Pacific Financial, Inc.$316,683$841,111,158$841,111,158
20Martel Wealth Advisors Inc$296,655$692,691,790$123,407,471$816,099,261
21Ten Capital Wealth Advisors, LLC$354,842$762,866,935$35,173,747$798,040,682
22Financial Plan, Inc.$245,530$713,018,175$713,018,175
23Fulcrum Capital, LLC$1,852,750$647,424,375$47,356,754$694,781,129
24Hohimer Wealth Management, LLC$794,288$620,276,267$62,016,765$682,293,032
25Strategic Wealth Management Inc$8,088,135$535,599,546$87,186,865$622,786,411
26NEWFOCUS FINANCIAL GROUP, LLC$380,186$602,974,548$602,974,548
27180 Wealth Advisors, LLC$248,653$340,000,000$260,000,000$600,000,000
28Leonard Rickey Investment Advisors, P.L.L.C.$237,918$560,430,525$19,850,930$580,281,455
29Ram Investment Partners, LLC$342,524$415,434,597$116,504,857$531,939,454
30McIlrath & Eck, LLC$214,028$501,039,323$501,039,323
31Mars Jewett Financial Group, Inc.$345,255$496,322,864$1,535,506$497,858,370
32Capital Planning LLC$399,868$493,781,639$1,655,228$495,436,867
33Personal Investment Management Inc$391,981$487,623,800$487,623,800
34Capital Advisors Wealth Management, LLC$350,081$370,864,559$109,796,500$480,661,059
35Private Advisory Group LLC$437,780$475,899,456$843,000$476,742,456
36Financial Insights Inc$644,138$461,846,811$461,846,811
37VESTORY, LLC$207,548$433,424,640$22,351,831$455,776,471
38Kutscher Benner Barsness & Stevens, Inc.$617,357$443,261,996$443,261,996
39Columbia River Advisors, LLC$448,681$425,653,677$16,297,097$441,950,774
40HART CAPITAL MANAGEMENT, INC.$431,870$394,927,629$38,669,882$433,597,511
41James R. Martin Consulting, Inc. Dba Jrm Capital Management$633,207$429,314,243$429,314,243
42HBC Financial Services, PLLC$607,445$360,217,071$37,659,152$397,876,223
43Trellis Advisors, LLC$355,650$390,599,487$3,460,392$394,059,879
44Executive Wealth Group, LLC$1,765,118$391,856,299$391,856,299
45CJ Partners LLC$1,609,053$391,000,000$391,000,000
46Quantum Financial Planning Services, Inc.$199,026$348,632,815$37,876,520$386,509,335
47Joslin Capital Advisors LLC$694,478$259,718,760$122,938,495$382,657,255
48Emerald Advisors, LLC$886,944$379,112,091$1,387,067$380,499,158
49EQ, LLC$334,742$271,927,804$96,957,437$368,885,241
50Harbour Investment Management L.L.C.$730,079$365,039,380$365,039,380
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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 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.