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
1180 Wealth Advisors, Llc$184,104$275,395,565$87,841,444$363,237,009
2Agate Pass Investment, Llc$643,956$127,503,264$127,503,264
3Asset Planning & Management, Inc.$1,329,275$105,012,694$105,012,694
4Auxano Advisors$490,702$448,367,100$121,338,400$569,705,500
5Avier Wealth Advisors$282,671$401,768,173$26,760,537$428,528,710
6Badgley Phelps Wealth Managers$1,633,505$2,452,668,095$183,808,878$2,636,476,973
7Barwick & Partners, Inc.$4,024,653$1,459,945,631$45,274,686$1,505,220,317
8Bear Mountain Capital Inc.$269,656$155,404,000$727,000$156,131,000
9Bellevue Asset Management, Llc$370,701$212,040,932$212,040,932
10Bogdanovich Wealth Management Pllc$1,186,112$192,150,221$192,150,221
11Breakwater Investment Management$334,360$147,118,493$147,118,493
12Brighton Jones Llc$3,084,560$5,163,863,381$135,410,291$5,299,273,672
13Bristlecone Advisors Llc$1,502,066$1,186,632,301$1,186,632,301
14Capital Planning Llc$280,537$264,541,310$62,564,274$327,105,584
15Chaney Capital Management Inc.$238,824$203,000,000$203,000,000
16Chicago Capital, Llc$1,410,007$1,586,263,267$1,404,602$1,587,667,869
17Clear Creek Financial Management, Llc$148,110$257,414,816$257,414,816
18Columbia Pacific Wealth Management$4,575,076$2,426,056,543$1,298,055,353$3,724,111,896
19Columbia River Advisors$309,079$311,436,135$14,023,855$325,459,990
20Conway Jarvis Llc$1,203,540$272,000,000$272,000,000
21Cornerstone Advisors Inc$872,913$3,639,172,397$3,639,172,397
22Dental Wealth Advisors, Llc$287,352$189,652,062$189,652,062
23Eq Wealth Management$241,514$187,808,682$15,546,322$203,355,004
24Evans Capital Management Associates$284,884$108,000,000$39,000,000$147,000,000
25Evergreen Capital Management Llc$1,295,457$2,078,874,887$118,219,338$2,197,094,225
26Executive Wealth Group, Llc$1,403,009$310,064,952$310,064,952
27Filament, Llc$3,453,920$1,047,757,934$689,563,777$1,737,321,711
28Financial Insights Inc$566,105$366,591,409$1,376,605$367,968,014
29Financial Plan, Inc.$215,087$465,878,923$465,878,923
30First Pacific Financial, Inc.$249,338$556,771,575$556,771,575
31Fisher Investments$1,638,710$94,107,835,606$94,107,835,606
32Fort Vancouver Investment Management, Llc$741,822$110,531,461$110,531,461
33Freestone Capital Management, LLC$568,431$4,041,967,180$647,585,491$4,689,552,671
34Garde Capital, Inc.$2,006,556$984,109,000$9,136,000$993,245,000
35Hallett Advisors$131,625$104,773,524$104,773,524
36Harbour Investment Management L.L.C.$657,264$290,510,784$290,510,784
37Hart Capital Management, Inc.$346,277$331,391,601$32,199,634$363,591,235
38Hbc Financial Services, Pllc$494,931$262,306,690$39,601,235$301,907,925
39Helmsman Financial Group, Llc$406,600$43,046,748$67,548,344$110,595,092
40Highland Private Wealth Management$719,148$567,643,343$30,687,904$598,331,247
41Hohimer Wealth Management, Llc$1,493,268$540,686,769$16,302,181$556,988,950
42Integrity Financial Corporation$180,591$194,744,590$29,549,652$224,294,242
43James R. Martin Consulting, Inc$650,181$386,207,585$386,207,585
44Joslin Capital Advisors Llc$559,703$188,417,629$109,344,171$297,761,800
45Kaizen Financial Advisors, Llc$1,055,903$119,779,946$1,648,883$121,428,829
46Kaufman Kampe Advisors$393,952$109,124,626$109,124,626
47Kutscher Benner Barsness & Stevens, Inc.$541,361$325,357,941$325,357,941
48Laird Norton Wealth Management$1,156,537$1,416,319,379$206,302,171$1,622,621,550
49Leonard Rickey Investment Advisors, P.L.L.C.$205,882$428,906,867$15,798,298$444,705,165
50Lesa Sroufe & Company, Inc.$594,054$189,352,312$17,972,380$207,324,692
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Showing 1 to 50 of 81 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 2,298 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of November 1, 2019. 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) not one who is an insurance company or agency.

Database last updated on January 15, 2020.


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