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 | KUTSCHER BENNER BARSNESS & STEVENS, INC. | $630,744 | — | $385,384,487 | $385,384,487 |
| 2 | SECURITY FIRST ADVISORS | $234,873 | — | $297,349,257 | $297,349,257 |
| 3 | PRIVATE ASSET MANAGEMENT INC | $526,725 | $10,638,337 | $116,302,489 | $126,940,826 |
| 4 | HELMSMAN FINANCIAL GROUP, LLC | $506,169 | $50,522,410 | $78,550,670 | $129,073,080 |
| 5 | RAMSEY & ASSOCIATES INC | $671,897 | $62,199,166 | $162,886,318 | $225,085,484 |
| 6 | STOLZ & ASSOCIATES, PS | $385,400 | $103,838,748 | $12,552,105 | $116,390,853 |
| 7 | EVANS CAPITAL MANAGEMENT ASSOCIATES | $264,882 | $109,100,000 | $60,954,000 | $170,054,000 |
| 8 | BHJ WEALTH ADVISORS | $430,984 | $114,210,681 | — | $114,210,681 |
| 9 | FORT VANCOUVER INVESTMENT MANAGEMENT, LLC | $247,383 | $117,012,129 | — | $117,012,129 |
| 10 | ASSET PLANNING & MANAGEMENT, INC. | $1,465,827 | $117,266,150 | — | $117,266,150 |
| 11 | DENTAL WEALTH ADVISORS, LLC | $287,897 | $122,356,229 | — | $122,356,229 |
| 12 | KAUFMAN KAMPE ADVISORS | $421,018 | $128,410,391 | — | $128,410,391 |
| 13 | KAIZEN FINANCIAL ADVISORS, LLC | $1,112,110 | $144,049,215 | $1,637,138 | $145,686,353 |
| 14 | MOSER WEALTH ADVISORS | $409,024 | $151,338,747 | — | $151,338,747 |
| 15 | AGATE PASS INVESTMENT, LLC | $653,946 | $156,292,987 | — | $156,292,987 |
| 16 | SENESCHAL ADVISORS, LLC | $373,305 | $161,267,780 | — | $161,267,780 |
| 17 | LESA SROUFE & COMPANY, INC. | $625,914 | $162,224,163 | $20,542,695 | $182,766,858 |
| 18 | HAMRICK INVESTMENT COUNSEL, LLC | $1,240,489 | $163,744,508 | — | $163,744,508 |
| 19 | WAYFINDING FINANCIAL, LLC | $193,158 | $169,399,605 | — | $169,399,605 |
| 20 | BREAKWATER INVESTMENT MANAGEMENT | $373,429 | $172,150,691 | — | $172,150,691 |
| 21 | BEAR MOUNTAIN CAPITAL INC. | $290,032 | $182,829,584 | $760,416 | $183,590,000 |
| 22 | MILLER ADVISORS, INC. | $393,969 | $189,622,657 | $14,847,254 | $204,469,911 |
| 23 | EQ WEALTH MANAGEMENT | $319,783 | $191,685,702 | $81,728,615 | $273,414,317 |
| 24 | SOVEREIGN WEALTH ADVISORS, INC. | $361,619 | $196,154,990 | $33,473,219 | $229,628,209 |
| 25 | UNIONVIEW WEALTH PARTNERS | $535,236 | $198,369,213 | $2,879,497 | $201,248,710 |
| 26 | S. R. SCHILL & ASSOCIATES INC. | $359,009 | $199,360,783 | $966,248 | $200,327,031 |
| 27 | BOGDANOVICH WEALTH MANAGEMENT PLLC | $1,382,523 | $219,821,159 | — | $219,821,159 |
| 28 | JOSLIN CAPITAL ADVISORS LLC | $646,115 | $234,653,515 | $112,956,615 | $347,610,130 |
| 29 | SOUNDVIEW ADVISORS | $264,947 | $240,148,560 | $6,251,854 | $246,400,414 |
| 30 | CHANEY CAPITAL MANAGEMENT INC. | $879,620 | $247,173,340 | — | $247,173,340 |
| 31 | BELLEVUE ASSET MANAGEMENT, LLC | $461,765 | $261,820,715 | — | $261,820,715 |
| 32 | ROBINSWOOD FINANCIAL | $264,701 | $281,025,403 | $1,675,716 | $282,701,119 |
| 33 | QUANTUM FINANCIAL PLANNING SERVICES, INC. | $185,771 | $302,376,637 | $32,754,012 | $335,130,649 |
| 34 | EMERALD ADVISORS, LLC | $1,117,057 | $311,658,921 | — | $311,658,921 |
| 35 | TALBOT FINANCIAL, LLC | $1,590,481 | $321,078,631 | $198,500 | $321,277,131 |
| 36 | CONWAY JARVIS LLC | $1,387,931 | $322,000,000 | — | $322,000,000 |
| 37 | TRELLIS ADVISORS, LLC | $311,694 | $324,890,122 | $3,947,493 | $328,837,615 |
| 38 | NORTHERN CAPITAL MANAGEMENT, INC. | $189,661 | $326,881,141 | $662,654 | $327,543,795 |
| 39 | HBC FINANCIAL SERVICES, PLLC | $571,963 | $331,285,896 | $32,482,871 | $363,768,767 |
| 40 | 180 WEALTH ADVISORS, LLC | $285,714 | $335,097,710 | $142,902,290 | $478,000,000 |
| 41 | HARBOUR INVESTMENT MANAGEMENT L.L.C. | $704,502 | $345,206,026 | — | $345,206,026 |
| 42 | COLUMBIA RIVER ADVISORS | $374,255 | $349,327,360 | $15,945,690 | $365,273,050 |
| 43 | EXECUTIVE WEALTH GROUP, LLC | $1,590,215 | $353,027,792 | — | $353,027,792 |
| 44 | PRIVATE ADVISORY GROUP LLC | $374,093 | $365,357,250 | $2,376,000 | $367,733,250 |
| 45 | PERSONAL INVESTMENT MANAGEMENT INC | $420,719 | $382,433,546 | — | $382,433,546 |
| 46 | HART CAPITAL MANAGEMENT, INC. | $431,870 | $394,927,629 | $38,669,882 | $433,597,511 |
| 47 | MCILRATH & ECK, LLC | $182,877 | $397,208,133 | — | $397,208,133 |
| 48 | AVIER WEALTH ADVISORS | $327,167 | $398,129,060 | $55,979,133 | $454,108,193 |
| 49 | TEN CAPITAL WEALTH ADVISORS, LLC | $296,032 | $423,817,260 | $28,518,960 | $452,336,220 |
| 50 | FINANCIAL INSIGHTS INC | $601,962 | $426,188,937 | — | $426,188,937 |
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.
