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
51Northern Capital Management, Inc.$198,482$341,192,244$395,091$341,587,335
52TALBOT FINANCIAL, LLC$1,590,481$321,078,631$198,500$321,277,131
53Fisher Asset Management, LLC$957,512$160,000,000,000$160,000,000,000
54CORNERSTONE ADVISORS INC$947,966$3,960,599,929$3,960,599,929
55Hamrick Investment Counsel, LLC$965,513$219,171,346$219,171,346
56Executive Wealth Group, LLC$1,765,118$391,856,299$391,856,299
57CJ Partners LLC$1,609,053$391,000,000$391,000,000
58Dental Wealth Advisors, LLC$334,891$125,249,405$125,249,405
59Harbour Investment Management L.L.C.$730,079$365,039,380$365,039,380
60Breakwater Investment Management, LLC$738,257$191,208,464$191,208,464
61Jeffrey Jay Bogdanovich$1,473,835$225,496,783$225,496,783
62Brooks, Hughes & Jones, Inc.$542,256$142,071,013$142,071,013
63Bellevue Asset Management, LLC$504,768$296,803,634$296,803,634
64Waycross Investment Management Company$1,053,401$134,835,353$134,835,353
65Kaufman Kampe Advisors LLC$475,622$154,577,200$154,577,200
66Bristlecone Advisors LLC$1,660,195$1,525,719,576$1,525,719,576
67James R. Martin Consulting, Inc. Dba Jrm Capital Management$633,207$429,314,243$429,314,243
68Chaney Capital Management Inc.$315,127$283,299,003$283,299,003
69Parcion Private Wealth LLC$1,695,894$1,521,216,909$1,521,216,909
70Financial Plan, Inc.$245,530$713,018,175$713,018,175
71Tradewinds Capital Management, LLC$260,281$1,009,631,757$1,009,631,757
72First Pacific Financial, Inc.$316,683$841,111,158$841,111,158
73Epic Trust Investment Advisors LLC$111,415$128,461,837$128,461,837
74NEWFOCUS FINANCIAL GROUP, LLC$380,186$602,974,548$602,974,548
75Personal Investment Management Inc$391,981$487,623,800$487,623,800
76Financial Insights Inc$644,138$461,846,811$461,846,811
77Barker Wealth Management, LLC$642,060$110,434,260$110,434,260
78Seneschal Advisors, LLC$388,782$191,669,405$191,669,405
79The Planner'S Edge LLC$583,245$127,147,487$127,147,487
80Buckley Investment Group, LLC$390,738$114,095,579$114,095,579
81My Personal CFO, LLC$1,130,843$141,355,357$141,355,357
82Agate Pass Investment Management, LLC$707,015$180,288,735$180,288,735
83ASSET PLANNING & MANAGEMENT, INC.$1,465,827$117,266,150$117,266,150
84Moser Wealth Advisors, LLC$420,285$181,983,230$181,983,230
85Fort Vancouver Investment Management, LLC$295,276$140,256,234$140,256,234
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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.