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
1Laird Norton Wealth Management, LLC$2,115,058$2,992,830,326$1,178,064,124$4,170,894,450
2The Clarius Group, LLC$4,140,115$1,630,960,812$1,176,037,304$2,806,998,116
3McCutchen Group LLC$2,983,988$2,368,881,923$910,520,452$3,279,402,375
4FILAMENT, LLC$3,805,466$1,255,714,033$749,766,663$2,005,480,696
5Moss Adams Wealth Advisors LLC$807,402$2,220,511,241$560,180,550$2,780,691,791
6Kutscher Benner Barsness & Stevens, Inc.$617,357$443,261,996$443,261,996
7Badgley, Phelps And Bell, Inc.$1,970,268$3,556,880,932$261,498,866$3,818,379,798
8Oliver Capital Management, Inc.$190,955$31,755,488$238,446,223$270,201,711
9Ramsey & Associates Inc$728,224$63,550,939$175,306,455$238,857,394
10Auxano Advisors, LLC$628,301$768,343,200$139,551,200$907,894,400
11Evergreen Capital Management LLC$1,513,988$2,865,090,036$126,550,823$2,991,640,859
12Martel Wealth Advisors Inc$296,655$692,691,790$123,407,471$816,099,261
13Joslin Capital Advisors LLC$694,478$259,718,760$122,938,495$382,657,255
14Ram Investment Partners, LLC$342,524$415,434,597$116,504,857$531,939,454
15PRIVATE ASSET MANAGEMENT INC$526,725$10,638,337$116,302,489$126,940,826
16Capital Advisors Wealth Management, LLC$350,081$370,864,559$109,796,500$480,661,059
17EQ, LLC$334,742$271,927,804$96,957,437$368,885,241
18Helmsman Financial Group, LLC$560,380$53,610,175$89,847,023$143,457,198
19Brighton Jones LLC$3,716,222$8,355,071,502$88,185,838$8,443,257,340
20Garde Capital, Inc.$2,716,533$1,217,892,804$83,326,308$1,301,219,112
21Hohimer Wealth Management, LLC$794,288$620,276,267$62,016,765$682,293,032
22R.L. Evans Co. Inc.$264,882$109,100,000$60,954,000$170,054,000
23Fulcrum Capital, LLC$1,852,750$647,424,375$47,356,754$694,781,129
24Kaizen Financial Advisors, LLC$347,617$157,462,863$44,502,872$201,965,735
25Sovereign Wealth Advisors, Inc.$401,505$239,057,678$40,791,209$279,848,887
26HART CAPITAL MANAGEMENT, INC.$431,870$394,927,629$38,669,882$433,597,511
27Quantum Financial Planning Services, Inc.$199,026$348,632,815$37,876,520$386,509,335
28HBC Financial Services, PLLC$607,445$360,217,071$37,659,152$397,876,223
29Ten Capital Wealth Advisors, LLC$354,842$762,866,935$35,173,747$798,040,682
30VESTORY, LLC$207,548$433,424,640$22,351,831$455,776,471
31Leonard Rickey Investment Advisors, P.L.L.C.$237,918$560,430,525$19,850,930$580,281,455
32Miller Advisors Inc$462,351$187,916,830$17,367,128$205,283,958
33Stolz & Associates, Ps$417,100$116,876,271$17,012,757$133,889,028
34Columbia River Advisors, LLC$448,681$425,653,677$16,297,097$441,950,774
35Lesa Sroufe & Company, Inc.$580,769$137,788,782$14,372,699$152,161,481
36Lakeside Advisors Inc$554,927$326,063,560$9,667,082$335,730,642
37Highland Private Wealth Management$896,548$1,013,781,432$8,282,963$1,022,064,395
38Soundview Advisors, Inc.$300,549$276,447,038$6,369,252$282,816,290
39Jarvis Financial Services, Inc.$330,860$191,000,000$5,200,000$196,200,000
40Paracle Advisors LLC$797,891$1,404,742,363$5,131,623$1,409,873,986
41Trellis Advisors, LLC$355,650$390,599,487$3,460,392$394,059,879
42Unionview, LLC$516,177$226,609,076$3,089,845$229,698,921
43S. R. Schill & Associates Inc.$407,213$228,318,118$2,978,733$231,296,851
44Robinswood Financial LLC$306,534$334,223,205$2,657,276$336,880,481
45Wayfinding Financial, LLC$260,258$228,974,655$2,655,266$231,629,921
46Capital Planning LLC$399,868$493,781,639$1,655,228$495,436,867
47Mars Jewett Financial Group, Inc.$345,255$496,322,864$1,535,506$497,858,370
48Emerald Advisors, LLC$886,944$379,112,091$1,387,067$380,499,158
49Private Advisory Group LLC$437,780$475,899,456$843,000$476,742,456
50Bear Mountain Capital Inc.$331,478$222,912,580$835,315$223,747,895
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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.