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
1CLEAR CREEK FINANCIAL MANAGEMENT, LLC$129,510$580,302,000$1,200,000$581,502,000
2FINANCIAL FORUM, INC.$135,386$125,367,342$125,367,342
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
8WAYFINDING FINANCIAL, LLC$193,158$169,399,605$169,399,605
9VESTORY, LLC$207,548$433,424,640$22,351,831$455,776,471
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
14MOULTON WEALTH MANAGEMENT, INC$237,780$141,479,151$141,479,151
15FORT VANCOUVER INVESTMENT MANAGEMENT, LLC$247,383$117,012,129$117,012,129
16TRADEWINDS CAPITAL MANAGEMENT, LLC$255,682$920,710,396$920,710,396
17ROBINSWOOD FINANCIAL$264,701$281,025,403$1,675,716$282,701,119
18EVANS CAPITAL MANAGEMENT ASSOCIATES$264,882$109,100,000$60,954,000$170,054,000
19SOUNDVIEW ADVISORS$264,947$240,148,560$6,251,854$246,400,414
20MARTEL WEALTH ADVISORS INC$268,614$589,519,621$104,041,125$693,560,746
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
26TRELLIS ADVISORS, LLC$311,694$324,890,122$3,947,493$328,837,615
27EQ WEALTH MANAGEMENT$319,783$191,685,702$81,728,615$273,414,317
28AVIER WEALTH ADVISORS$327,167$398,129,060$55,979,133$454,108,193
29CAPITAL PLANNING LLC$337,953$432,287,483$2,320,555$434,608,038
30TRUENORTH WEALTH ADVISORS$348,375$132,382,445$132,382,445
31S. R. SCHILL & ASSOCIATES INC.$359,009$199,360,783$966,248$200,327,031
32SOVEREIGN WEALTH ADVISORS, INC.$361,619$196,154,990$33,473,219$229,628,209
33SENESCHAL ADVISORS, LLC$373,305$161,267,780$161,267,780
34BREAKWATER INVESTMENT MANAGEMENT$373,429$172,150,691$172,150,691
35PRIVATE ADVISORY GROUP LLC$374,093$365,357,250$2,376,000$367,733,250
36COLUMBIA RIVER ADVISORS$374,255$349,327,360$15,945,690$365,273,050
37NEWFOCUS FINANCIAL GROUP, LLC$380,186$602,974,548$602,974,548
38STOLZ & ASSOCIATES, PS$385,400$103,838,748$12,552,105$116,390,853
39MILLER ADVISORS, INC.$393,969$189,622,657$14,847,254$204,469,911
40MOSER WEALTH ADVISORS$409,024$151,338,747$151,338,747
41SMART PORTFOLIOS, LLC$417,914$201,619,195$1,487,043$203,106,238
42PERSONAL INVESTMENT MANAGEMENT INC$420,719$382,433,546$382,433,546
43KAUFMAN KAMPE ADVISORS$421,018$128,410,391$128,410,391
44BHJ WEALTH ADVISORS$430,984$114,210,681$114,210,681
45HART CAPITAL MANAGEMENT, INC.$431,870$394,927,629$38,669,882$433,597,511
46BELLEVUE ASSET MANAGEMENT, LLC$461,765$261,820,715$261,820,715
47HELMSMAN FINANCIAL GROUP, LLC$506,169$50,522,410$78,550,670$129,073,080
48PRIVATE ASSET MANAGEMENT INC$526,725$10,638,337$116,302,489$126,940,826
49UNIONVIEW WEALTH PARTNERS$535,236$198,369,213$2,879,497$201,248,710
50AUXANO ADVISORS$568,037$580,443,900$129,033,800$709,477,700
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Showing 1 to 50 of 84 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 Sabrina Straub.

*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.