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
51Columbia River Advisors, LLC$448,681$425,653,677$16,297,097$441,950,774
52Private Advisory Group LLC$437,780$475,899,456$843,000$476,742,456
53HART CAPITAL MANAGEMENT, INC.$431,870$394,927,629$38,669,882$433,597,511
54Moser Wealth Advisors, LLC$420,285$181,983,230$181,983,230
55Stolz & Associates, Ps$417,100$116,876,271$17,012,757$133,889,028
56Seattle Wealth Management LLC$414,634$136,000,000$136,000,000
57S. R. Schill & Associates Inc.$407,213$228,318,118$2,978,733$231,296,851
58Sovereign Wealth Advisors, Inc.$401,505$239,057,678$40,791,209$279,848,887
59Capital Planning LLC$399,868$493,781,639$1,655,228$495,436,867
60Personal Investment Management Inc$391,981$487,623,800$487,623,800
61Buckley Investment Group, LLC$390,738$114,095,579$114,095,579
62Seneschal Advisors, LLC$388,782$191,669,405$191,669,405
63Truenorth Financial Services, LLC$388,085$157,174,402$157,174,402
64NEWFOCUS FINANCIAL GROUP, LLC$380,186$602,974,548$602,974,548
65Trellis Advisors, LLC$355,650$390,599,487$3,460,392$394,059,879
66Ten Capital Wealth Advisors, LLC$354,842$762,866,935$35,173,747$798,040,682
67Capital Advisors Wealth Management, LLC$350,081$370,864,559$109,796,500$480,661,059
68Kaizen Financial Advisors, LLC$347,617$157,462,863$44,502,872$201,965,735
69Mars Jewett Financial Group, Inc.$345,255$496,322,864$1,535,506$497,858,370
70Ram Investment Partners, LLC$342,524$415,434,597$116,504,857$531,939,454
71Dental Wealth Advisors, LLC$334,891$125,249,405$125,249,405
72EQ, LLC$334,742$271,927,804$96,957,437$368,885,241
73Bear Mountain Capital Inc.$331,478$222,912,580$835,315$223,747,895
74Jarvis Financial Services, Inc.$330,860$191,000,000$5,200,000$196,200,000
75First Pacific Financial, Inc.$316,683$841,111,158$841,111,158
76Chaney Capital Management Inc.$315,127$283,299,003$283,299,003
77Robinswood Financial LLC$306,534$334,223,205$2,657,276$336,880,481
78Soundview Advisors, Inc.$300,549$276,447,038$6,369,252$282,816,290
79Martel Wealth Advisors Inc$296,655$692,691,790$123,407,471$816,099,261
80Fort Vancouver Investment Management, LLC$295,276$140,256,234$140,256,234
81R.L. Evans Co. Inc.$264,882$109,100,000$60,954,000$170,054,000
82Tradewinds Capital Management, LLC$260,281$1,009,631,757$1,009,631,757
83Wayfinding Financial, LLC$260,258$228,974,655$2,655,266$231,629,921
84Integrity Financial Corporation$251,331$279,771,214$81,140,653$360,911,867
85180 Wealth Advisors, LLC$248,653$340,000,000$260,000,000$600,000,000
86Columbia River Financial Group, LLC$248,558$100,969,189$9,887,865$110,857,054
87Financial Plan, Inc.$245,530$713,018,175$713,018,175
88Moulton Wealth Management, Inc$243,701$142,565,000$142,565,000
89Leonard Rickey Investment Advisors, P.L.L.C.$237,918$560,430,525$19,850,930$580,281,455
90McIlrath & Eck, LLC$214,028$501,039,323$501,039,323
91VESTORY, LLC$207,548$433,424,640$22,351,831$455,776,471
92Quantum Financial Planning Services, Inc.$199,026$348,632,815$37,876,520$386,509,335
93Northern Capital Management, Inc.$198,482$341,192,244$395,091$341,587,335
94Security First Advisors, Inc.$194,933$338,014,365$338,014,365
95Oliver Capital Management, Inc.$190,955$31,755,488$238,446,223$270,201,711
96Clear Creek Financial Management, LLC$162,329$834,996,069$23,888,493$858,884,562
97Hallett Investments, LLC$158,810$114,819,960$114,819,960
98Financial Forum, Inc.$139,213$182,508,594$182,508,594
99Epic Trust Investment Advisors LLC$111,415$128,461,837$128,461,837
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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.