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
    1180 WEALTH ADVISORS, LLC$320,000$620,000,000$180,000,000$800,000,000
    2AGATE PASS INVESTMENT, LLC$829,835$209,948,374$209,948,374
    3ALETHEIAN WEALTH ADVISORS LLC$393,720$144,650,000$18,350,000$163,000,000
    4AUXANO ADVISORS$687,312$947,620,299$81,972,700$1,029,592,999
    5AVIER WEALTH ADVISORS$381,182$501,712,617$169,548,846$671,261,463
    6BARKER WEALTH MANAGEMENT, LLC$703,309$140,661,740$140,661,740
    7BBJS FINANCIAL ADVISORS, LLC$3,600,921$280,795,764$3,677,028$284,472,792
    8BEAR MOUNTAIN CAPITAL INC.$296,691$280,381,835$881,603$281,263,438
    9BELLEVUE ASSET MANAGEMENT, LLC$563,790$323,615,382$323,615,382
    10BELLINGHAM CAPITAL$174,027$113,590,541$919,327$114,509,868
    11BHJ WEALTH ADVISORS$532,903$174,259,210$174,259,210
    12BOGDANOVICH WEALTH MANAGEMENT PLLC$1,605,953$256,952,554$256,952,554
    13BREAKWATER INVESTMENT MANAGEMENT$409,892$227,080,444$227,080,444
    14BRIGHTON JONES LLC$4,173,923$9,949,152,738$101,653,961$10,050,806,699
    15BRISTLECONE ADVISORS LLC$1,719,366$1,805,334,294$1,805,334,294
    16BUCKLEY INVESTMENT GROUP, LLC$346,395$114,656,791$114,656,791
    17BYRNE & COMPANY WEALTH MANAGEMENT, LLC$262,281$98,782,144$7,441,537$106,223,681
    18CAPITAL ADVISORS WEALTH MANAGEMENT$368,445$476,356,339$137,473,836$613,830,175
    19CAPITAL PLANNING LLC$419,683$569,283,815$1,484,640$570,768,455
    20CASCADE WEALTH ADVISORS, INC$532,309$118,485,067$2,349,138$120,834,205
    21CHANEY CAPITAL MANAGEMENT INC.$375,824$342,000,000$342,000,000
    22CLEAR CREEK FINANCIAL MANAGEMENT, LLC$167,982$1,054,738,189$42,689,901$1,097,428,090
    23COLUMBIA PACIFIC WEALTH MANAGEMENT$1,250,039$3,785,337,982$2,277,349,289$6,062,687,271
    24COLUMBIA RIVER ADVISORS$487,266$483,104,437$12,932,297$496,036,734
    25COLUMBIA RIVER FINANCIAL GROUP$262,521$123,857,622$6,615,115$130,472,737
    26CONSILIO WEALTH ADVISORS, LLC$295,958$240,613,799$240,613,799
    27CONWAY JARVIS LLC$1,764,940$443,000,000$443,000,000
    28DENTAL WEALTH ADVISORS, LLC$395,100$141,445,781$141,445,781
    29EMERALD ADVISORS, LLC$1,004,213$534,965,163$2,288,595$537,253,758
    30EPIC TRUST INVESTMENT ADVISORS LLC$149,049$198,831,504$198,831,504
    31EQ WEALTH MANAGEMENT$338,360$356,022,051$130,877,652$486,899,703
    32EVANS CAPITAL MANAGEMENT ASSOCIATES$364,840$202,020,000$67,232,000$269,252,000
    33EVERGREEN CAPITAL MANAGEMENT LLC$1,685,079$3,780,216,217$154,443,621$3,934,659,838
    34EXECUTIVE WEALTH GROUP, LLC$1,893,411$420,337,336$420,337,336
    35FINANCIAL FORUM, INC.$160,609$222,764,042$222,764,042
    36FINANCIAL FREEDOM FOR DENTISTS LLC$332,000$116,200,000$116,200,000
    37FINANCIAL INSIGHTS INC$706,797$533,631,424$533,631,424
    38FINANCIAL PLAN, INC.$291,824$935,880,675$935,880,675
    39FIRST PACIFIC FINANCIAL, INC.$366,294$1,047,966,061$1,047,966,061
    40FISHER INVESTMENTS$961,779$208,905,102,124$208,905,102,124
    41FORT VANCOUVER INVESTMENT MANAGEMENT, LLC$302,927$157,825,101$157,825,101
    42FULCRUM CAPITAL, LLC$1,923,386$852,023,871$57,737,599$909,761,470
    43GARDE CAPITAL, INC.$3,024,222$1,505,701,470$9,433,608$1,515,135,078
    44HALLETT ADVISORS$186,401$125,261,396$125,261,396
    45HAMRICK INVESTMENT COUNSEL, LLC$1,054,522$272,985,201$1,190,543$274,175,744
    46HARBOUR INVESTMENT MANAGEMENT L.L.C.$840,625$406,862,546$406,862,546
    47HBC FINANCIAL SERVICES, PLLC$688,981$448,379,817$19,438,559$467,818,376
    48HELMSMAN FINANCIAL GROUP, LLC$615,732$63,055,270$101,345,304$164,400,574
    49HFG ADVISORS, INC.$1,119,690$258,339,979$12,624,965$270,964,944
    50HIGHLAND PRIVATE WEALTH MANAGEMENT$941,631$1,310,675,290$15,141,269$1,325,816,559
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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 Research.

    Reprints: For reprints of these rankings, please contact Caroline Murphy.

    *Methodology: InvestmentNews qualified 2,756 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2020, (2) total AUM is at least $100M, (3) does not have employees who are registered representatives of a broker-dealer, (4) managed assets for individual 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 July 2021.