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.

Filters

# of employees

MinMax

High-net-worth client assets

Total AUM

MinMax

Total accounts

MinMax

Discretionary AUM

MinMax

Avg. discretionary account AUM

MinMax

Non-discretionary AUM

MinMax

Non-discretionary accounts

MinMax

Average non-discretionary account AUM

MinMax

Avg. account AUM

MinMax
Rank Business Name Avg. account AUM Discretionary AUM Non-discretionary AUM Total AUM
1180 Wealth Advisors, Llc$285,714$335,097,710$142,902,290$478,000,000
2Agate Pass Investment, Llc$653,946$156,292,987$156,292,987
3Asset Planning & Management, Inc.$1,465,827$117,266,150$117,266,150
4Auxano Advisors$568,037$580,443,900$129,033,800$709,477,700
5Avier Wealth Advisors$327,167$398,129,060$55,979,133$454,108,193
6Badgley Phelps Wealth Managers$1,851,502$2,985,482,288$210,209,659$3,195,691,947
7Bear Mountain Capital Inc.$290,032$182,829,584$760,416$183,590,000
8Bellevue Asset Management, Llc$461,765$261,820,715$261,820,715
9Bhj Wealth Advisors$443,572$117,103,050$117,103,050
10Bogdanovich Wealth Management Pllc$1,382,523$219,821,159$219,821,159
11Breakwater Investment Management$373,429$172,150,691$172,150,691
12Brighton Jones$3,410,072$6,700,909,908$98,773,677$6,799,683,585
13Bristlecone Advisors Llc$1,667,223$1,333,778,076$1,333,778,076
14Capital Planning Llc$337,953$432,287,483$2,320,555$434,608,038
15Chaney Capital Management Inc.$879,620$247,173,340$247,173,340
16Clear Creek Financial Management, Llc$129,510$580,302,000$1,200,000$581,502,000
17Columbia Pacific Wealth Management$5,440,495$2,368,805,933$2,103,280,676$4,472,086,609
18Columbia River Advisors$374,255$349,327,360$15,945,690$365,273,050
19Conway Jarvis Llc$1,203,540$272,000,000$272,000,000
20Cornerstone Advisors Inc$947,966$3,960,599,929$3,960,599,929
21Dental Wealth Advisors, Llc$287,897$122,356,229$122,356,229
22Emerald Advisors, Llc$1,117,057$311,658,921$311,658,921
23Eq Wealth Management$319,783$191,685,702$81,728,615$273,414,317
24Evans Capital Management Associates$284,884$108,000,000$39,000,000$147,000,000
25Executive Wealth Group, Llc$1,590,215$353,027,792$353,027,792
26Filament, Llc$3,805,466$1,255,714,033$749,766,663$2,005,480,696
27Financial Insights Inc$566,105$366,591,409$1,376,605$367,968,014
28Financial Plan, Inc.$226,332$567,187,377$567,187,377
29First Pacific Financial, Inc.$285,489$683,174,366$683,174,366
30Fisher Investments$1,744,458$120,949,000,000$120,949,000,000
31Fort Vancouver Investment Management, Llc$247,383$117,012,129$117,012,129
32Freestone Capital Management, Llc$1,675,018$4,752,298,724$649,633,025$5,401,931,749
33Garde Capital, Inc.$2,284,497$1,041,873,000$34,125,000$1,075,998,000
34Hallett Advisors$145,127$104,491,200$104,491,200
35Hamrick Investment Counsel, Llc$1,240,489$163,744,508$163,744,508
36Harbour Investment Management L.L.C.$704,502$345,206,026$345,206,026
37Hart Capital Management, Inc.$431,870$394,927,629$38,669,882$433,597,511
38Hbc Financial Services, Pllc$571,963$331,285,896$32,482,871$363,768,767
39Helmsman Financial Group, Llc$506,169$50,522,410$78,550,670$129,073,080
40Highland Private Wealth Management$826,727$786,924,700$29,881,938$816,806,638
41Hohimer Wealth Management, Llc$913,319$517,646,457$52,264,867$569,911,324
42Integrity Financial Corporation$214,648$252,137,956$40,856,126$292,994,082
43James R. Martin Consulting, Inc$678,622$460,784,097$460,784,097
44Joslin Capital Advisors Llc$646,115$234,653,515$112,956,615$347,610,130
45Kaizen Financial Advisors, Llc$1,112,110$144,049,215$1,637,138$145,686,353
46Kaufman Kampe Advisors$421,018$128,410,391$128,410,391
47Kutscher Benner Barsness & Stevens, Inc.$630,744$385,384,487$385,384,487
48Laird Norton Wealth Management$1,256,300$1,499,434,619$270,692,417$1,770,127,036
49Leonard Rickey Investment Advisors, P.L.L.C.$221,142$493,781,168$16,836,097$510,617,265
50Madison Park Capital Advisors, Llc$209,533$163,316,941$10,385,790$173,702,731
Next Page »

Showing 1 to 50 of 82 entries

Page 1 | 2

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.