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
1Strategic Wealth Management Inc$8,088,135$535,599,546$87,186,865$622,786,411
2The Clarius Group, LLC$4,140,115$1,630,960,812$1,176,037,304$2,806,998,116
3FILAMENT, LLC$3,805,466$1,255,714,033$749,766,663$2,005,480,696
4Brighton Jones LLC$3,716,222$8,355,071,502$88,185,838$8,443,257,340
5McCutchen Group LLC$2,983,988$2,368,881,923$910,520,452$3,279,402,375
6Garde Capital, Inc.$2,716,533$1,217,892,804$83,326,308$1,301,219,112
7Laird Norton Wealth Management, LLC$2,115,058$2,992,830,326$1,178,064,124$4,170,894,450
8Badgley, Phelps And Bell, Inc.$1,970,268$3,556,880,932$261,498,866$3,818,379,798
9Fulcrum Capital, LLC$1,852,750$647,424,375$47,356,754$694,781,129
10Executive Wealth Group, LLC$1,765,118$391,856,299$391,856,299
11Parcion Private Wealth LLC$1,695,894$1,521,216,909$1,521,216,909
12Bristlecone Advisors LLC$1,660,195$1,525,719,576$1,525,719,576
13CJ Partners LLC$1,609,053$391,000,000$391,000,000
14TALBOT FINANCIAL, LLC$1,590,481$321,078,631$198,500$321,277,131
15Evergreen Capital Management LLC$1,513,988$2,865,090,036$126,550,823$2,991,640,859
16Jeffrey Jay Bogdanovich$1,473,835$225,496,783$225,496,783
17ASSET PLANNING & MANAGEMENT, INC.$1,465,827$117,266,150$117,266,150
18John T. Mccarthy, LLC$1,231,481$133,000,000$133,000,000
19My Personal CFO, LLC$1,130,843$141,355,357$141,355,357
20Waycross Investment Management Company$1,053,401$134,835,353$134,835,353
21Hamrick Investment Counsel, LLC$965,513$219,171,346$219,171,346
22Fisher Asset Management, LLC$957,512$160,000,000,000$160,000,000,000
23CORNERSTONE ADVISORS INC$947,966$3,960,599,929$3,960,599,929
24Highland Private Wealth Management$896,548$1,013,781,432$8,282,963$1,022,064,395
25Emerald Advisors, LLC$886,944$379,112,091$1,387,067$380,499,158
26Moss Adams Wealth Advisors LLC$807,402$2,220,511,241$560,180,550$2,780,691,791
27Paracle Advisors LLC$797,891$1,404,742,363$5,131,623$1,409,873,986
28Hohimer Wealth Management, LLC$794,288$620,276,267$62,016,765$682,293,032
29Breakwater Investment Management, LLC$738,257$191,208,464$191,208,464
30Harbour Investment Management L.L.C.$730,079$365,039,380$365,039,380
31Ramsey & Associates Inc$728,224$63,550,939$175,306,455$238,857,394
32Agate Pass Investment Management, LLC$707,015$180,288,735$180,288,735
33Joslin Capital Advisors LLC$694,478$259,718,760$122,938,495$382,657,255
34Financial Insights Inc$644,138$461,846,811$461,846,811
35Barker Wealth Management, LLC$642,060$110,434,260$110,434,260
36James R. Martin Consulting, Inc. Dba Jrm Capital Management$633,207$429,314,243$429,314,243
37Auxano Advisors, LLC$628,301$768,343,200$139,551,200$907,894,400
38Kutscher Benner Barsness & Stevens, Inc.$617,357$443,261,996$443,261,996
39HBC Financial Services, PLLC$607,445$360,217,071$37,659,152$397,876,223
40The Planner'S Edge LLC$583,245$127,147,487$127,147,487
41Lesa Sroufe & Company, Inc.$580,769$137,788,782$14,372,699$152,161,481
42Helmsman Financial Group, LLC$560,380$53,610,175$89,847,023$143,457,198
43Lakeside Advisors Inc$554,927$326,063,560$9,667,082$335,730,642
44Brooks, Hughes & Jones, Inc.$542,256$142,071,013$142,071,013
45PRIVATE ASSET MANAGEMENT INC$526,725$10,638,337$116,302,489$126,940,826
46Unionview, LLC$516,177$226,609,076$3,089,845$229,698,921
47Smart Portfolios, LLC$508,136$193,008,564$2,115,660$195,124,224
48Bellevue Asset Management, LLC$504,768$296,803,634$296,803,634
49Kaufman Kampe Advisors LLC$475,622$154,577,200$154,577,200
50Miller Advisors Inc$462,351$187,916,830$17,367,128$205,283,958
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Showing 1 to 50 of 99 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 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.