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
1Kutscher Benner Barsness & Stevens, Inc.$617,357$443,261,996$443,261,996
2PRIVATE ASSET MANAGEMENT INC$526,725$10,638,337$116,302,489$126,940,826
3Oliver Capital Management, Inc.$190,955$31,755,488$238,446,223$270,201,711
4Helmsman Financial Group, LLC$560,380$53,610,175$89,847,023$143,457,198
5Ramsey & Associates Inc$728,224$63,550,939$175,306,455$238,857,394
6R.L. Evans Co. Inc.$264,882$109,100,000$60,954,000$170,054,000
7Barker Wealth Management, LLC$642,060$110,434,260$110,434,260
8Buckley Investment Group, LLC$390,738$114,095,579$114,095,579
9Stolz & Associates, Ps$417,100$116,876,271$17,012,757$133,889,028
10ASSET PLANNING & MANAGEMENT, INC.$1,465,827$117,266,150$117,266,150
11Dental Wealth Advisors, LLC$334,891$125,249,405$125,249,405
12The Planner'S Edge LLC$583,245$127,147,487$127,147,487
13Epic Trust Investment Advisors LLC$111,415$128,461,837$128,461,837
14Waycross Investment Management Company$1,053,401$134,835,353$134,835,353
15Lesa Sroufe & Company, Inc.$580,769$137,788,782$14,372,699$152,161,481
16Fort Vancouver Investment Management, LLC$295,276$140,256,234$140,256,234
17My Personal CFO, LLC$1,130,843$141,355,357$141,355,357
18Brooks, Hughes & Jones, Inc.$542,256$142,071,013$142,071,013
19Kaufman Kampe Advisors LLC$475,622$154,577,200$154,577,200
20Kaizen Financial Advisors, LLC$347,617$157,462,863$44,502,872$201,965,735
21Agate Pass Investment Management, LLC$707,015$180,288,735$180,288,735
22Moser Wealth Advisors, LLC$420,285$181,983,230$181,983,230
23Miller Advisors Inc$462,351$187,916,830$17,367,128$205,283,958
24Jarvis Financial Services, Inc.$330,860$191,000,000$5,200,000$196,200,000
25Breakwater Investment Management, LLC$738,257$191,208,464$191,208,464
26Seneschal Advisors, LLC$388,782$191,669,405$191,669,405
27Hamrick Investment Counsel, LLC$965,513$219,171,346$219,171,346
28Bear Mountain Capital Inc.$331,478$222,912,580$835,315$223,747,895
29Jeffrey Jay Bogdanovich$1,473,835$225,496,783$225,496,783
30Unionview, LLC$516,177$226,609,076$3,089,845$229,698,921
31S. R. Schill & Associates Inc.$407,213$228,318,118$2,978,733$231,296,851
32Wayfinding Financial, LLC$260,258$228,974,655$2,655,266$231,629,921
33Sovereign Wealth Advisors, Inc.$401,505$239,057,678$40,791,209$279,848,887
34Joslin Capital Advisors LLC$694,478$259,718,760$122,938,495$382,657,255
35EQ, LLC$334,742$271,927,804$96,957,437$368,885,241
36Soundview Advisors, Inc.$300,549$276,447,038$6,369,252$282,816,290
37Chaney Capital Management Inc.$315,127$283,299,003$283,299,003
38Bellevue Asset Management, LLC$504,768$296,803,634$296,803,634
39TALBOT FINANCIAL, LLC$1,590,481$321,078,631$198,500$321,277,131
40Lakeside Advisors Inc$554,927$326,063,560$9,667,082$335,730,642
41Robinswood Financial LLC$306,534$334,223,205$2,657,276$336,880,481
42Northern Capital Management, Inc.$198,482$341,192,244$395,091$341,587,335
43Quantum Financial Planning Services, Inc.$199,026$348,632,815$37,876,520$386,509,335
44HBC Financial Services, PLLC$607,445$360,217,071$37,659,152$397,876,223
45Harbour Investment Management L.L.C.$730,079$365,039,380$365,039,380
46Capital Advisors Wealth Management, LLC$350,081$370,864,559$109,796,500$480,661,059
47Emerald Advisors, LLC$886,944$379,112,091$1,387,067$380,499,158
48Trellis Advisors, LLC$355,650$390,599,487$3,460,392$394,059,879
49CJ Partners LLC$1,609,053$391,000,000$391,000,000
50Executive Wealth Group, LLC$1,765,118$391,856,299$391,856,299
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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 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.