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.

Rank Business Name Avg. account AUM Discretionary AUM Non-discretionary AUM Total AUM
1Pacific Portfolio Consulting, LLC$12,030,888$770,923,550$2,633,817,831$3,404,741,381
2Strategic Wealth Management Inc$4,711,622$418,234,434$24,658,044$442,892,478
3Columbia Pacific Wealth Management$4,575,076$2,426,056,543$1,298,055,353$3,724,111,896
4Barwick & Partners, Inc.$4,024,653$1,459,945,631$45,274,686$1,505,220,317
5Filament$3,453,920$1,047,757,934$689,563,777$1,737,321,711
6Brighton Jones$3,084,560$5,163,863,381$135,410,291$5,299,273,672
7McCutchen Group$2,975,917$1,523,730,652$1,002,823,000$2,526,553,652
8The Clarius Group, LLC$2,688,423$804,451,302$593,528,724$1,397,980,026
9Fisher Investments$1,638,710$94,107,835,606$94,107,835,606
10Badgley PheLPs Wealth Managers$1,633,505$2,452,668,095$183,808,878$2,636,476,973
11Conlon Dart Wealth Management$1,534,686$484,960,806$484,960,806
12Bristlecone Advisors LLC$1,502,066$1,186,632,301$1,186,632,301
13Chicago Capital, LLC$1,410,007$1,586,263,267$1,404,602$1,587,667,869
14Executive Wealth Group, LLC$1,403,009$310,064,952$310,064,952
15Asset Planning & Management, Inc.$1,329,275$105,012,694$105,012,694
16Evergreen Capital Management LLC$1,295,457$2,078,874,887$118,219,338$2,197,094,225
17Talbot Financial$1,288,627$220,260,473$94,682$220,355,155
18Conway Jarvis$1,203,540$272,000,000$272,000,000
19Bogdanovich Wealth Management PLLC$1,186,112$192,150,221$192,150,221
20Laird Norton Wealth Management$1,156,537$1,416,319,379$206,302,171$1,622,621,550
21Cornerstone Advisors Inc$821,677$3,405,849,216$3,405,849,216
22Fort Vancouver Investment Management, LLC$741,822$110,531,461$110,531,461
23Highland Private Wealth Management$719,148$567,643,343$30,687,904$598,331,247
24Harbour Investment Management LLC$657,264$290,510,784$290,510,784
25James R. Martin Consulting, Inc$650,181$386,207,585$386,207,585
26Paracle Advisors$626,752$897,472,775$8,183,196$905,655,971
27Lesa Sroufe & Company, Inc.$594,054$189,352,312$17,972,380$207,324,692
28Ramsey & Associates Inc$592,271$56,854,852$143,925,139$200,779,991
29Freestone Capital Management, LLC$568,431$4,041,967,180$647,585,491$4,689,552,671
30Harbour Investment Management L.L.C.$566,142$70,355,065$55,328,529$125,683,594
31Financial Insights Inc$566,105$366,591,409$1,376,605$367,968,014
32Joslin Capital Advisors LLC$559,703$188,417,629$109,344,171$297,761,800
33Kutscher Benner Barsness & Stevens, Inc.$541,361$325,357,941$325,357,941
34HBC Financial Services, PLLC$494,931$262,306,690$39,601,235$301,907,925
35Auxano Advisors$490,702$448,367,100$121,338,400$569,705,500
36Helmsman Financial Group, LLC$406,600$43,046,748$67,548,344$110,595,092
37Kaufman Kampe Advisors$393,952$109,124,626$109,124,626
38Bellevue Asset Management$370,701$212,040,932$212,040,932
39Personal Investment Management Inc$368,116$347,501,297$347,501,297
40NewFocus Financial Group$361,341$503,709,525$503,709,525
41Hart Capital Management, Inc.$346,277$331,391,601$32,199,634$363,591,235
42Miller Advisors, Inc.$339,793$166,499,036$9,853,406$176,352,442
43Breakwater Investment Management$334,360$147,118,493$147,118,493
44Private Advisory Group LLC$323,802$278,591,528$1,497,268$280,088,796
45S.R. Schill & Associates Inc.$315,134$166,467,740$1,498,618$167,966,358
46Columbia River Advisors$309,079$311,436,135$14,023,855$325,459,990
47Dental Wealth Advisors, LLC$287,352$189,652,062$189,652,062
48Avier Wealth Advisors$282,671$401,768,173$26,760,537$428,528,710
49Sovereign Wealth Advisors, Inc.$281,623$169,889,821$18,797,636$188,687,457
50Seneschal Advisors, LLC$281,528$138,511,768$138,511,768
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Showing 1 to 50 of 73 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.

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