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
    1MONSON WEALTH MANAGEMENT, INC.$126,841$109,717,842$109,717,842
    2EPIC TRUST INVESTMENT ADVISORS LLC$149,049$198,831,504$198,831,504
    3SOUND FINANCIAL, LLC$153,599$103,376,265$16,123,438$119,499,703
    4FINANCIAL FORUM, INC.$160,609$222,764,042$222,764,042
    5CLEAR CREEK FINANCIAL MANAGEMENT, LLC$167,982$1,054,738,189$42,689,901$1,097,428,090
    6BELLINGHAM CAPITAL$174,027$113,590,541$919,327$114,509,868
    7HALLETT ADVISORS$186,401$125,261,396$125,261,396
    8MAINSAIL FINANCIAL GROUP$188,737$102,295,575$102,295,575
    9TRADEWINDS CAPITAL MANAGEMENT, LLC$213,106$492,913,967$492,913,967
    10SECURITY FIRST ADVISORS$216,174$378,737,196$378,737,196
    11OLIVER CAPITAL MANAGEMENT$217,643$37,080,875$297,653,396$334,734,271
    12NORTHERN CAPITAL MANAGEMENT, INC.$223,965$387,950,295$405,763$388,356,058
    13QUANTUM FINANCIAL PLANNING SERVICES, INC.$226,168$429,164,546$28,146,176$457,310,722
    14MCILRATH & ECK, LLC$249,373$645,376,243$645,376,243
    15PREVAIL WEALTH MANAGEMENT$249,497$127,393,313$848,100$128,241,413
    16LEONARD RICKEY INVESTMENT ADVISORS, P.L.L.C.$257,428$662,188,226$22,054,445$684,242,671
    17MOULTON WEALTH MANAGEMENT, INC$260,456$147,157,917$147,157,917
    18BYRNE & COMPANY WEALTH MANAGEMENT, LLC$262,281$98,782,144$7,441,537$106,223,681
    19COLUMBIA RIVER FINANCIAL GROUP$262,521$123,857,622$6,615,115$130,472,737
    20WAYFINDING FINANCIAL, LLC$267,073$260,948,676$515,930$261,464,606
    21JOHN T. MCCARTHY, LLC$286,497$136,659,000$136,659,000
    22FINANCIAL PLAN, INC.$291,824$935,880,675$935,880,675
    23CONSILIO WEALTH ADVISORS, LLC$295,958$240,613,799$240,613,799
    24BEAR MOUNTAIN CAPITAL INC.$296,691$280,381,835$881,603$281,263,438
    25FORT VANCOUVER INVESTMENT MANAGEMENT, LLC$302,927$157,825,101$157,825,101
    26PACIFIC SAGE PARTNERS, LLC$319,891$696,082,978$696,082,978
    27180 WEALTH ADVISORS, LLC$320,000$620,000,000$180,000,000$800,000,000
    28SOUNDVIEW ADVISORS$320,523$287,832,119$26,600,804$314,432,923
    29FINANCIAL FREEDOM FOR DENTISTS LLC$332,000$116,200,000$116,200,000
    30EQ WEALTH MANAGEMENT$338,360$356,022,051$130,877,652$486,899,703
    31MARTEL WEALTH ADVISORS INC$340,509$832,797,102$178,175,409$1,010,972,511
    32SURIENCE PRIVATE WEALTH LLC$340,927$134,469,209$878,718$135,347,927
    33BUCKLEY INVESTMENT GROUP, LLC$346,395$114,656,791$114,656,791
    34TFS ADVISORS, LLC$352,438$121,591,218$121,591,218
    35INTEGRITY FINANCIAL CORPORATION$356,067$485,520,160$67,808,149$553,328,309
    36EVANS CAPITAL MANAGEMENT ASSOCIATES$364,840$202,020,000$67,232,000$269,252,000
    37FIRST PACIFIC FINANCIAL, INC.$366,294$1,047,966,061$1,047,966,061
    38CAPITAL ADVISORS WEALTH MANAGEMENT$368,445$476,356,339$137,473,836$613,830,175
    39MARSJEWETT FINANCIAL GROUP$372,079$602,796,329$2,204,860$605,001,189
    40CHANEY CAPITAL MANAGEMENT INC.$375,824$342,000,000$342,000,000
    41SNIDER FINANCIAL GROUP$378,662$329,435,663$329,435,663
    42AVIER WEALTH ADVISORS$381,182$501,712,617$169,548,846$671,261,463
    43JARVIS FINANCIAL$383,532$226,375,000$676,000$227,051,000
    44TRELLIS ADVISORS, LLC$387,969$458,354,046$3,717,501$462,071,547
    45SOVEREIGN WEALTH ADVISORS, INC.$393,285$295,032,409$43,585,786$338,618,195
    46ALETHEIAN WEALTH ADVISORS LLC$393,720$144,650,000$18,350,000$163,000,000
    47DENTAL WEALTH ADVISORS, LLC$395,100$141,445,781$141,445,781
    48STOLZ & ASSOCIATES, PS$401,954$149,581,047$20,043,373$169,624,420
    49TEN CAPITAL WEALTH ADVISORS, LLC$402,766$700,810,236$43,904,807$744,715,043
    50SENESCHAL ADVISORS, LLC$406,982$227,503,103$227,503,103
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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 Research.

    Reprints: For reprints of these rankings, please contact Caroline Murphy.

    *Methodology: InvestmentNews qualified 2,756 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2020, (2) total AUM is at least $100M, (3) does not have employees who are registered representatives of a broker-dealer, (4) managed assets for individual 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 July 2021.