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
1The Pacific Financial Group, Inc.$124,683$2,336,318,385$2,336,318,385
2Clear Creek Financial Management, Llc$129,510$580,302,000$1,200,000$581,502,000
3Hallett Advisors$145,127$104,491,200$104,491,200
4Oliver Capital Management$168,972$26,306,853$216,337,159$242,644,012
5Mcilrath & Eck, Llc$182,877$397,208,133$397,208,133
6Quantum Financial Planning Services, Inc.$185,771$302,376,637$32,754,012$335,130,649
7Northern Capital Management, Inc.$189,661$326,881,141$662,654$327,543,795
8Vestory, Llc$207,548$433,424,640$22,351,831$455,776,471
9Madison Park Capital Advisors, Llc$209,533$163,316,941$10,385,790$173,702,731
10Integrity Financial Corporation$214,648$252,137,956$40,856,126$292,994,082
11Leonard Rickey Investment Advisors, P.L.L.C.$221,142$493,781,168$16,836,097$510,617,265
12Financial Plan, Inc.$226,332$567,187,377$567,187,377
13Security First Advisors$234,873$297,349,257$297,349,257
14Fort Vancouver Investment Management, Llc$247,383$117,012,129$117,012,129
15Tradewinds Capital Management, Llc$255,682$920,710,396$920,710,396
16Soundview Advisors$264,947$240,148,560$6,251,854$246,400,414
17Robinswood Financial$266,623$272,011,165$2,344,402$274,355,567
18Martel Wealth Advisors Inc$268,614$589,519,621$104,041,125$693,560,746
19Viridian Ria, Llc$282,870$581,386,000$32,725,000$614,111,000
20Evans Capital Management Associates$284,884$108,000,000$39,000,000$147,000,000
21First Pacific Financial, Inc.$285,489$683,174,366$683,174,366
22180 Wealth Advisors, Llc$285,714$335,097,710$142,902,290$478,000,000
23Dental Wealth Advisors, Llc$287,897$122,356,229$122,356,229
24Bear Mountain Capital Inc.$290,032$182,829,584$760,416$183,590,000
25Ten Capital Wealth Advisors, Llc$296,032$423,817,260$28,518,960$452,336,220
26Eq Wealth Management$319,783$191,685,702$81,728,615$273,414,317
27Avier Wealth Advisors$327,167$398,129,060$55,979,133$454,108,193
28Capital Planning Llc$337,953$432,287,483$2,320,555$434,608,038
29Truenorth Wealth Advisors$348,375$132,382,445$132,382,445
30S. R. Schill & Associates Inc.$359,009$199,360,783$966,248$200,327,031
31Sovereign Wealth Advisors, Inc.$361,619$196,154,990$33,473,219$229,628,209
32Seneschal Advisors, Llc$373,305$161,267,780$161,267,780
33Breakwater Investment Management$373,429$172,150,691$172,150,691
34Private Advisory Group Llc$374,093$365,357,250$2,376,000$367,733,250
35Columbia River Advisors$374,255$349,327,360$15,945,690$365,273,050
36Newfocus Financial Group, Llc$380,186$602,974,548$602,974,548
37Stolz & Associates, Ps$385,400$103,838,748$12,552,105$116,390,853
38Miller Advisors, Inc.$393,969$189,622,657$14,847,254$204,469,911
39Smart Portfolios, Llc$417,914$201,619,195$1,487,043$203,106,238
40Personal Investment Management Inc$420,719$382,433,546$382,433,546
41Kaufman Kampe Advisors$421,018$128,410,391$128,410,391
42Hart Capital Management, Inc.$431,870$394,927,629$38,669,882$433,597,511
43Bhj Wealth Advisors$443,572$117,103,050$117,103,050
44Bellevue Asset Management, Llc$461,765$261,820,715$261,820,715
45Helmsman Financial Group, Llc$506,169$50,522,410$78,550,670$129,073,080
46Unionview Wealth Partners$535,236$198,369,213$2,879,497$201,248,710
47Financial Insights Inc$566,105$366,591,409$1,376,605$367,968,014
48Auxano Advisors$568,037$580,443,900$129,033,800$709,477,700
49Hbc Financial Services, Pllc$571,963$331,285,896$32,482,871$363,768,767
50Kutscher Benner Barsness & Stevens, Inc.$630,744$385,384,487$385,384,487
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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.