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 | $285,714 | $335,097,710 | $142,902,290 | $478,000,000 |
| 2 | AGATE PASS INVESTMENT, LLC | $653,946 | $156,292,987 | — | $156,292,987 |
| 3 | ASSET PLANNING & MANAGEMENT, INC. | $1,465,827 | $117,266,150 | — | $117,266,150 |
| 4 | AUXANO ADVISORS | $568,037 | $580,443,900 | $129,033,800 | $709,477,700 |
| 5 | AVIER WEALTH ADVISORS | $327,167 | $398,129,060 | $55,979,133 | $454,108,193 |
| 6 | BADGLEY PHELPS WEALTH MANAGERS | $1,851,502 | $2,985,482,288 | $210,209,659 | $3,195,691,947 |
| 7 | BEAR MOUNTAIN CAPITAL INC. | $290,032 | $182,829,584 | $760,416 | $183,590,000 |
| 8 | BELLEVUE ASSET MANAGEMENT, LLC | $461,765 | $261,820,715 | — | $261,820,715 |
| 9 | BHJ WEALTH ADVISORS | $430,984 | $114,210,681 | — | $114,210,681 |
| 10 | BOGDANOVICH WEALTH MANAGEMENT PLLC | $1,382,523 | $219,821,159 | — | $219,821,159 |
| 11 | BREAKWATER INVESTMENT MANAGEMENT | $373,429 | $172,150,691 | — | $172,150,691 |
| 12 | BRIGHTON JONES LLC | $3,410,072 | $6,700,909,908 | $98,773,677 | $6,799,683,585 |
| 13 | BRISTLECONE ADVISORS LLC | $1,667,223 | $1,333,778,076 | — | $1,333,778,076 |
| 14 | CAPITAL PLANNING LLC | $337,953 | $432,287,483 | $2,320,555 | $434,608,038 |
| 15 | CHANEY CAPITAL MANAGEMENT INC. | $879,620 | $247,173,340 | — | $247,173,340 |
| 16 | CLEAR CREEK FINANCIAL MANAGEMENT, LLC | $129,510 | $580,302,000 | $1,200,000 | $581,502,000 |
| 17 | COLUMBIA RIVER ADVISORS | $374,255 | $349,327,360 | $15,945,690 | $365,273,050 |
| 18 | CONWAY JARVIS LLC | $1,387,931 | $322,000,000 | — | $322,000,000 |
| 19 | CORNERSTONE ADVISORS INC | $947,966 | $3,960,599,929 | — | $3,960,599,929 |
| 20 | DENTAL WEALTH ADVISORS, LLC | $287,897 | $122,356,229 | — | $122,356,229 |
| 21 | EMERALD ADVISORS, LLC | $1,117,057 | $311,658,921 | — | $311,658,921 |
| 22 | EQ WEALTH MANAGEMENT | $319,783 | $191,685,702 | $81,728,615 | $273,414,317 |
| 23 | EVANS CAPITAL MANAGEMENT ASSOCIATES | $264,882 | $109,100,000 | $60,954,000 | $170,054,000 |
| 24 | EVERGREEN CAPITAL MANAGEMENT LLC | $1,425,777 | $2,438,495,365 | $122,200,776 | $2,560,696,141 |
| 25 | EXECUTIVE WEALTH GROUP, LLC | $1,590,215 | $353,027,792 | — | $353,027,792 |
| 26 | FILAMENT, LLC | $3,805,466 | $1,255,714,033 | $749,766,663 | $2,005,480,696 |
| 27 | FINANCIAL FORUM, INC. | $135,386 | $125,367,342 | — | $125,367,342 |
| 28 | FINANCIAL INSIGHTS INC | $601,962 | $426,188,937 | — | $426,188,937 |
| 29 | FINANCIAL PLAN, INC. | $226,332 | $567,187,377 | — | $567,187,377 |
| 30 | FIRST PACIFIC FINANCIAL, INC. | $285,489 | $683,174,366 | — | $683,174,366 |
| 31 | FISHER INVESTMENTS | $1,744,458 | $121,000,000,000 | — | $121,000,000,000 |
| 32 | FORT VANCOUVER INVESTMENT MANAGEMENT, LLC | $247,383 | $117,012,129 | — | $117,012,129 |
| 33 | GARDE CAPITAL, INC. | $2,284,497 | $1,041,873,000 | $34,125,000 | $1,075,998,000 |
| 34 | HALLETT ADVISORS | $145,127 | $104,491,200 | — | $104,491,200 |
| 35 | HAMRICK INVESTMENT COUNSEL, LLC | $1,240,489 | $163,744,508 | — | $163,744,508 |
| 36 | HARBOUR INVESTMENT MANAGEMENT L.L.C. | $704,502 | $345,206,026 | — | $345,206,026 |
| 37 | HART CAPITAL MANAGEMENT, INC. | $431,870 | $394,927,629 | $38,669,882 | $433,597,511 |
| 38 | HBC FINANCIAL SERVICES, PLLC | $571,963 | $331,285,896 | $32,482,871 | $363,768,767 |
| 39 | HELMSMAN FINANCIAL GROUP, LLC | $506,169 | $50,522,410 | $78,550,670 | $129,073,080 |
| 40 | HIGHLAND PRIVATE WEALTH MANAGEMENT | $826,727 | $786,924,700 | $29,881,938 | $816,806,638 |
| 41 | HOHIMER WEALTH MANAGEMENT, LLC | $913,319 | $517,646,457 | $52,264,867 | $569,911,324 |
| 42 | INTEGRITY FINANCIAL CORPORATION | $214,648 | $252,137,956 | $40,856,126 | $292,994,082 |
| 43 | JAMES R. MARTIN CONSULTING, INC | $678,622 | $460,784,097 | — | $460,784,097 |
| 44 | JOSLIN CAPITAL ADVISORS LLC | $646,115 | $234,653,515 | $112,956,615 | $347,610,130 |
| 45 | KAIZEN FINANCIAL ADVISORS, LLC | $1,112,110 | $144,049,215 | $1,637,138 | $145,686,353 |
| 46 | KAUFMAN KAMPE ADVISORS | $421,018 | $128,410,391 | — | $128,410,391 |
| 47 | KUTSCHER BENNER BARSNESS & STEVENS, INC. | $630,744 | — | $385,384,487 | $385,384,487 |
| 48 | LAIRD NORTON WEALTH MANAGEMENT | $1,256,300 | $1,499,434,619 | $270,692,417 | $1,770,127,036 |
| 49 | LEONARD RICKEY INVESTMENT ADVISORS, P.L.L.C. | $221,142 | $493,781,168 | $16,836,097 | $510,617,265 |
| 50 | LESA SROUFE & COMPANY, INC. | $625,914 | $162,224,163 | $20,542,695 | $182,766,858 |
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 Sabrina Straub.
*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.
