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 |
|---|---|---|---|---|---|
| 1 | 180 Wealth Advisors, LLC | $248,653 | $340,000,000 | $260,000,000 | $600,000,000 |
| 2 | Agate Pass Investment Management, LLC | $707,015 | $180,288,735 | — | $180,288,735 |
| 3 | ASSET PLANNING & MANAGEMENT, INC. | $1,465,827 | $117,266,150 | — | $117,266,150 |
| 4 | Auxano Advisors, LLC | $628,301 | $768,343,200 | $139,551,200 | $907,894,400 |
| 5 | Badgley, Phelps And Bell, Inc. | $1,970,268 | $3,556,880,932 | $261,498,866 | $3,818,379,798 |
| 6 | Barker Wealth Management, LLC | $642,060 | $110,434,260 | — | $110,434,260 |
| 7 | Bear Mountain Capital Inc. | $331,478 | $222,912,580 | $835,315 | $223,747,895 |
| 8 | Bellevue Asset Management, LLC | $504,768 | $296,803,634 | — | $296,803,634 |
| 9 | Breakwater Investment Management, LLC | $738,257 | $191,208,464 | — | $191,208,464 |
| 10 | Brighton Jones LLC | $3,716,222 | $8,355,071,502 | $88,185,838 | $8,443,257,340 |
| 11 | Bristlecone Advisors LLC | $1,660,195 | $1,525,719,576 | — | $1,525,719,576 |
| 12 | Brooks, Hughes & Jones, Inc. | $542,256 | $142,071,013 | — | $142,071,013 |
| 13 | Buckley Investment Group, LLC | $390,738 | $114,095,579 | — | $114,095,579 |
| 14 | Capital Advisors Wealth Management, LLC | $350,081 | $370,864,559 | $109,796,500 | $480,661,059 |
| 15 | Capital Planning LLC | $399,868 | $493,781,639 | $1,655,228 | $495,436,867 |
| 16 | Chaney Capital Management Inc. | $315,127 | $283,299,003 | — | $283,299,003 |
| 17 | CJ Partners LLC | $1,609,053 | $391,000,000 | — | $391,000,000 |
| 18 | Clear Creek Financial Management, LLC | $162,329 | $834,996,069 | $23,888,493 | $858,884,562 |
| 19 | Columbia River Advisors, LLC | $448,681 | $425,653,677 | $16,297,097 | $441,950,774 |
| 20 | Columbia River Financial Group, LLC | $248,558 | $100,969,189 | $9,887,865 | $110,857,054 |
| 21 | CORNERSTONE ADVISORS INC | $947,966 | $3,960,599,929 | — | $3,960,599,929 |
| 22 | Dental Wealth Advisors, LLC | $334,891 | $125,249,405 | — | $125,249,405 |
| 23 | Emerald Advisors, LLC | $886,944 | $379,112,091 | $1,387,067 | $380,499,158 |
| 24 | Epic Trust Investment Advisors LLC | $111,415 | $128,461,837 | — | $128,461,837 |
| 25 | EQ, LLC | $334,742 | $271,927,804 | $96,957,437 | $368,885,241 |
| 26 | Evergreen Capital Management LLC | $1,513,988 | $2,865,090,036 | $126,550,823 | $2,991,640,859 |
| 27 | Executive Wealth Group, LLC | $1,765,118 | $391,856,299 | — | $391,856,299 |
| 28 | FILAMENT, LLC | $3,805,466 | $1,255,714,033 | $749,766,663 | $2,005,480,696 |
| 29 | Financial Forum, Inc. | $139,213 | $182,508,594 | — | $182,508,594 |
| 30 | Financial Insights Inc | $644,138 | $461,846,811 | — | $461,846,811 |
| 31 | Financial Plan, Inc. | $245,530 | $713,018,175 | — | $713,018,175 |
| 32 | First Pacific Financial, Inc. | $316,683 | $841,111,158 | — | $841,111,158 |
| 33 | Fisher Asset Management, LLC | $957,512 | $160,000,000,000 | — | $160,000,000,000 |
| 34 | Fort Vancouver Investment Management, LLC | $295,276 | $140,256,234 | — | $140,256,234 |
| 35 | Fulcrum Capital, LLC | $1,852,750 | $647,424,375 | $47,356,754 | $694,781,129 |
| 36 | Garde Capital, Inc. | $2,716,533 | $1,217,892,804 | $83,326,308 | $1,301,219,112 |
| 37 | Hallett Investments, LLC | $158,810 | $114,819,960 | — | $114,819,960 |
| 38 | Hamrick Investment Counsel, LLC | $965,513 | $219,171,346 | — | $219,171,346 |
| 39 | Harbour Investment Management L.L.C. | $730,079 | $365,039,380 | — | $365,039,380 |
| 40 | HART CAPITAL MANAGEMENT, INC. | $431,870 | $394,927,629 | $38,669,882 | $433,597,511 |
| 41 | HBC Financial Services, PLLC | $607,445 | $360,217,071 | $37,659,152 | $397,876,223 |
| 42 | Helmsman Financial Group, LLC | $560,380 | $53,610,175 | $89,847,023 | $143,457,198 |
| 43 | Highland Private Wealth Management | $896,548 | $1,013,781,432 | $8,282,963 | $1,022,064,395 |
| 44 | Hohimer Wealth Management, LLC | $794,288 | $620,276,267 | $62,016,765 | $682,293,032 |
| 45 | Integrity Financial Corporation | $251,331 | $279,771,214 | $81,140,653 | $360,911,867 |
| 46 | James R. Martin Consulting, Inc. Dba Jrm Capital Management | $633,207 | $429,314,243 | — | $429,314,243 |
| 47 | Jarvis Financial Services, Inc. | $330,860 | $191,000,000 | $5,200,000 | $196,200,000 |
| 48 | Jeffrey Jay Bogdanovich | $1,473,835 | $225,496,783 | — | $225,496,783 |
| 49 | John T. Mccarthy, LLC | $1,231,481 | — | $133,000,000 | $133,000,000 |
| 50 | Joslin Capital Advisors LLC | $694,478 | $259,718,760 | $122,938,495 | $382,657,255 |
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 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.
