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
1Pacific Portfolio Consulting, Llc$13,498,639$918,899,914$2,847,220,311$3,766,120,225
2Strategic Wealth Management Inc$6,442,619$464,729,042$63,565,693$528,294,735
3Columbia Pacific Wealth Management$5,440,495$2,368,805,933$2,103,280,676$4,472,086,609
4Filament, Llc$3,805,466$1,255,714,033$749,766,663$2,005,480,696
5The Clarius Group, Llc$3,590,416$1,367,396,981$671,959,108$2,039,356,089
6Brighton Jones$3,410,072$6,700,909,908$98,773,677$6,799,683,585
7Mccutchen Group Llc$3,102,360$2,120,283,620$885,902,985$3,006,186,605
8Garde Capital, Inc.$2,284,497$1,041,873,000$34,125,000$1,075,998,000
9Badgley Phelps Wealth Managers$1,851,502$2,985,482,288$210,209,659$3,195,691,947
10Fisher Investments$1,744,458$120,949,000,000$120,949,000,000
11Freestone Capital Management, Llc$1,675,018$4,752,298,724$649,633,025$5,401,931,749
12Bristlecone Advisors Llc$1,667,223$1,333,778,076$1,333,778,076
13Talbot Financial, Llc$1,590,481$321,078,631$198,500$321,277,131
14Executive Wealth Group, Llc$1,590,215$353,027,792$353,027,792
15Asset Planning & Management, Inc.$1,465,827$117,266,150$117,266,150
16Bogdanovich Wealth Management Pllc$1,382,523$219,821,159$219,821,159
17Laird Norton Wealth Management$1,256,300$1,499,434,619$270,692,417$1,770,127,036
18Hamrick Investment Counsel, Llc$1,240,489$163,744,508$163,744,508
19Parcion Private Wealth Llc$1,219,091$1,130,097,150$1,130,097,150
20Conway Jarvis Llc$1,203,540$272,000,000$272,000,000
21Emerald Advisors, Llc$1,117,057$311,658,921$311,658,921
22Kaizen Financial Advisors, Llc$1,112,110$144,049,215$1,637,138$145,686,353
23Cornerstone Advisors Inc$947,966$3,960,599,929$3,960,599,929
24Hohimer Wealth Management, Llc$913,319$517,646,457$52,264,867$569,911,324
25Chaney Capital Management Inc.$879,620$247,173,340$247,173,340
26Highland Private Wealth Management$826,727$786,924,700$29,881,938$816,806,638
27Paracle Advisors Llc$760,839$1,229,155,778$4,925,299$1,234,081,077
28Harbour Investment Management L.L.C.$704,502$345,206,026$345,206,026
29James R. Martin Consulting, Inc$678,622$460,784,097$460,784,097
30Ramsey & Associates Inc$671,897$62,199,166$162,886,318$225,085,484
31Agate Pass Investment, Llc$653,946$156,292,987$156,292,987
32Joslin Capital Advisors Llc$646,115$234,653,515$112,956,615$347,610,130
33Kutscher Benner Barsness & Stevens, Inc.$630,744$385,384,487$385,384,487
34Hbc Financial Services, Pllc$571,963$331,285,896$32,482,871$363,768,767
35Auxano Advisors$568,037$580,443,900$129,033,800$709,477,700
36Financial Insights Inc$566,105$366,591,409$1,376,605$367,968,014
37Unionview Wealth Partners$535,236$198,369,213$2,879,497$201,248,710
38Helmsman Financial Group, Llc$506,169$50,522,410$78,550,670$129,073,080
39Bellevue Asset Management, Llc$461,765$261,820,715$261,820,715
40Bhj Wealth Advisors$443,572$117,103,050$117,103,050
41Hart Capital Management, Inc.$431,870$394,927,629$38,669,882$433,597,511
42Kaufman Kampe Advisors$421,018$128,410,391$128,410,391
43Personal Investment Management Inc$420,719$382,433,546$382,433,546
44Smart Portfolios, Llc$417,914$201,619,195$1,487,043$203,106,238
45Miller Advisors, Inc.$393,969$189,622,657$14,847,254$204,469,911
46Stolz & Associates, Ps$385,400$103,838,748$12,552,105$116,390,853
47Newfocus Financial Group, Llc$380,186$602,974,548$602,974,548
48Columbia River Advisors$374,255$349,327,360$15,945,690$365,273,050
49Private Advisory Group Llc$374,093$365,357,250$2,376,000$367,733,250
50Breakwater Investment Management$373,429$172,150,691$172,150,691
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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.