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