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
    1THE CLARIUS GROUP, LLC$4,256,495$2,129,568,685$1,313,935,882$3,443,504,567
    2BRIGHTON JONES LLC$4,173,923$9,949,152,738$101,653,961$10,050,806,699
    3BBJS FINANCIAL ADVISORS, LLC$3,600,921$280,795,764$3,677,028$284,472,792
    4MCCUTCHEN GROUP LLC$3,296,143$2,724,580,249$1,184,644,920$3,909,225,169
    5GARDE CAPITAL, INC.$3,024,222$1,505,701,470$9,433,608$1,515,135,078
    6LAIRD NORTON WEALTH MANAGEMENT$2,363,653$3,558,606,626$1,310,519,026$4,869,125,652
    7FULCRUM CAPITAL, LLC$1,923,386$852,023,871$57,737,599$909,761,470
    8EXECUTIVE WEALTH GROUP, LLC$1,893,411$420,337,336$420,337,336
    9PARCION PRIVATE WEALTH LLC$1,882,126$2,113,627,547$2,113,627,547
    10CONWAY JARVIS LLC$1,764,940$443,000,000$443,000,000
    11BRISTLECONE ADVISORS LLC$1,719,366$1,805,334,294$1,805,334,294
    12SELKIRK WEALTH ADVISORS, LLC$1,687,306$104,612,994$104,612,994
    13EVERGREEN CAPITAL MANAGEMENT LLC$1,685,079$3,780,216,217$154,443,621$3,934,659,838
    14BOGDANOVICH WEALTH MANAGEMENT PLLC$1,605,953$256,952,554$256,952,554
    15HOHIMER WEALTH MANAGEMENT, LLC$1,267,047$858,573,455$79,041,286$937,614,741
    16COLUMBIA PACIFIC WEALTH MANAGEMENT$1,250,039$3,785,337,982$2,277,349,289$6,062,687,271
    17HFG ADVISORS, INC.$1,119,690$258,339,979$12,624,965$270,964,944
    18HAMRICK INVESTMENT COUNSEL, LLC$1,054,522$272,985,201$1,190,543$274,175,744
    19EMERALD ADVISORS, LLC$1,004,213$534,965,163$2,288,595$537,253,758
    20FISHER INVESTMENTS$961,779$208,905,102,124$208,905,102,124
    21HIGHLAND PRIVATE WEALTH MANAGEMENT$941,631$1,310,675,290$15,141,269$1,325,816,559
    22MOSS ADAMS WEALTH ADVISORS LLC$922,923$2,813,638,922$747,921,943$3,561,560,865
    23MY PERSONAL CFO, LLC$875,937$206,721,226$206,721,226
    24NEWGROUND SOCIAL INVESTMENT$853,333$128,000,000$128,000,000
    25NEWGROUND SOCIAL INVESTMENT$853,333$128,000,000$128,000,000
    26HARBOUR INVESTMENT MANAGEMENT L.L.C.$840,625$406,862,546$406,862,546
    27AGATE PASS INVESTMENT, LLC$829,835$209,948,374$209,948,374
    28RAMSEY & ASSOCIATES INC$763,544$65,429,827$197,992,711$263,422,538
    29JOSLIN CAPITAL ADVISORS LLC$752,541$327,520,135$119,489,194$447,009,329
    30FINANCIAL INSIGHTS INC$706,797$533,631,424$533,631,424
    31BARKER WEALTH MANAGEMENT, LLC$703,309$140,661,740$140,661,740
    32JAMES R. MARTIN CONSULTING, INC$703,083$487,939,464$487,939,464
    33LESA SROUFE & COMPANY, INC.$690,007$158,263,250$17,688,581$175,951,831
    34HBC FINANCIAL SERVICES, PLLC$688,981$448,379,817$19,438,559$467,818,376
    35AUXANO ADVISORS$687,312$947,620,299$81,972,700$1,029,592,999
    36KUTSCHER BENNER BARSNESS & STEVENS, INC.$668,475$518,068,411$518,068,411
    37THE PLANNER'S EDGE LLC$657,177$147,864,886$147,864,886
    38HELMSMAN FINANCIAL GROUP, LLC$615,732$63,055,270$101,345,304$164,400,574
    39LAKESIDE ADVISORS INC$592,506$369,438,559$10,950,269$380,388,828
    40BELLEVUE ASSET MANAGEMENT, LLC$563,790$323,615,382$323,615,382
    41BHJ WEALTH ADVISORS$532,903$174,259,210$174,259,210
    42CASCADE WEALTH ADVISORS, INC$532,309$118,485,067$2,349,138$120,834,205
    43SMART PORTFOLIOS, LLC$529,161$213,465,564$844,797$214,310,361
    44UNIONVIEW WEALTH PARTNERS$528,255$265,112,755$2,712,738$267,825,493
    45PRIVATE ADVISORY GROUP LLC$514,587$685,773,975$1,714,545$687,488,520
    46WAYCROSS INVESTMENT MANAGEMENT CO$506,313$158,476,095$158,476,095
    47MOSER WEALTH ADVISORS$497,853$228,514,676$228,514,676
    48COLUMBIA RIVER ADVISORS$487,266$483,104,437$12,932,297$496,036,734
    49SOUNDMARK WEALTH MANAGEMENT, LLC$482,365$411,939,374$411,939,374
    50STAPP WEALTH MANAGEMENT, PLLC$470,550$120,460,735$120,460,735
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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.