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
51HART CAPITAL MANAGEMENT, INC.$431,870$394,927,629$38,669,882$433,597,511
52Ram Investment Partners, LLC$342,524$415,434,597$116,504,857$531,939,454
53Columbia River Advisors, LLC$448,681$425,653,677$16,297,097$441,950,774
54James R. Martin Consulting, Inc. Dba Jrm Capital Management$633,207$429,314,243$429,314,243
55VESTORY, LLC$207,548$433,424,640$22,351,831$455,776,471
56Financial Insights Inc$644,138$461,846,811$461,846,811
57Private Advisory Group LLC$437,780$475,899,456$843,000$476,742,456
58Personal Investment Management Inc$391,981$487,623,800$487,623,800
59Capital Planning LLC$399,868$493,781,639$1,655,228$495,436,867
60Mars Jewett Financial Group, Inc.$345,255$496,322,864$1,535,506$497,858,370
61Leonard Rickey Investment Advisors, P.L.L.C.$237,918$560,430,525$19,850,930$580,281,455
62NEWFOCUS FINANCIAL GROUP, LLC$380,186$602,974,548$602,974,548
63Hohimer Wealth Management, LLC$794,288$620,276,267$62,016,765$682,293,032
64Fulcrum Capital, LLC$1,852,750$647,424,375$47,356,754$694,781,129
65Martel Wealth Advisors Inc$296,655$692,691,790$123,407,471$816,099,261
66Financial Plan, Inc.$245,530$713,018,175$713,018,175
67Ten Capital Wealth Advisors, LLC$354,842$762,866,935$35,173,747$798,040,682
68Auxano Advisors, LLC$628,301$768,343,200$139,551,200$907,894,400
69First Pacific Financial, Inc.$316,683$841,111,158$841,111,158
70Tradewinds Capital Management, LLC$260,281$1,009,631,757$1,009,631,757
71Highland Private Wealth Management$896,548$1,013,781,432$8,282,963$1,022,064,395
72Garde Capital, Inc.$2,716,533$1,217,892,804$83,326,308$1,301,219,112
73FILAMENT, LLC$3,805,466$1,255,714,033$749,766,663$2,005,480,696
74Paracle Advisors LLC$797,891$1,404,742,363$5,131,623$1,409,873,986
75Parcion Private Wealth LLC$1,695,894$1,521,216,909$1,521,216,909
76Bristlecone Advisors LLC$1,660,195$1,525,719,576$1,525,719,576
77The Clarius Group, LLC$4,140,115$1,630,960,812$1,176,037,304$2,806,998,116
78Moss Adams Wealth Advisors LLC$807,402$2,220,511,241$560,180,550$2,780,691,791
79McCutchen Group LLC$2,983,988$2,368,881,923$910,520,452$3,279,402,375
80Evergreen Capital Management LLC$1,513,988$2,865,090,036$126,550,823$2,991,640,859
81Laird Norton Wealth Management, LLC$2,115,058$2,992,830,326$1,178,064,124$4,170,894,450
82Badgley, Phelps And Bell, Inc.$1,970,268$3,556,880,932$261,498,866$3,818,379,798
83CORNERSTONE ADVISORS INC$947,966$3,960,599,929$3,960,599,929
84Brighton Jones LLC$3,716,222$8,355,071,502$88,185,838$8,443,257,340
85Fisher Asset Management, LLC$957,512$160,000,000,000$160,000,000,000
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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.