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
1Fisher Asset Management, LLC$957,512$160,000,000,000$160,000,000,000
2Brighton Jones LLC$3,716,222$8,355,071,502$88,185,838$8,443,257,340
3Laird Norton Wealth Management, LLC$2,115,058$2,992,830,326$1,178,064,124$4,170,894,450
4CORNERSTONE ADVISORS INC$947,966$3,960,599,929$3,960,599,929
5Badgley, Phelps And Bell, Inc.$1,970,268$3,556,880,932$261,498,866$3,818,379,798
6McCutchen Group LLC$2,983,988$2,368,881,923$910,520,452$3,279,402,375
7Evergreen Capital Management LLC$1,513,988$2,865,090,036$126,550,823$2,991,640,859
8The Clarius Group, LLC$4,140,115$1,630,960,812$1,176,037,304$2,806,998,116
9Moss Adams Wealth Advisors LLC$807,402$2,220,511,241$560,180,550$2,780,691,791
10FILAMENT, LLC$3,805,466$1,255,714,033$749,766,663$2,005,480,696
11Bristlecone Advisors LLC$1,660,195$1,525,719,576$1,525,719,576
12Parcion Private Wealth LLC$1,695,894$1,521,216,909$1,521,216,909
13Paracle Advisors LLC$797,891$1,404,742,363$5,131,623$1,409,873,986
14Garde Capital, Inc.$2,716,533$1,217,892,804$83,326,308$1,301,219,112
15Highland Private Wealth Management$896,548$1,013,781,432$8,282,963$1,022,064,395
16Tradewinds Capital Management, LLC$260,281$1,009,631,757$1,009,631,757
17Auxano Advisors, LLC$628,301$768,343,200$139,551,200$907,894,400
18First Pacific Financial, Inc.$316,683$841,111,158$841,111,158
19Martel Wealth Advisors Inc$296,655$692,691,790$123,407,471$816,099,261
20Ten Capital Wealth Advisors, LLC$354,842$762,866,935$35,173,747$798,040,682
21Financial Plan, Inc.$245,530$713,018,175$713,018,175
22Fulcrum Capital, LLC$1,852,750$647,424,375$47,356,754$694,781,129
23Hohimer Wealth Management, LLC$794,288$620,276,267$62,016,765$682,293,032
24NEWFOCUS FINANCIAL GROUP, LLC$380,186$602,974,548$602,974,548
25Leonard Rickey Investment Advisors, P.L.L.C.$237,918$560,430,525$19,850,930$580,281,455
26Ram Investment Partners, LLC$342,524$415,434,597$116,504,857$531,939,454
27Mars Jewett Financial Group, Inc.$345,255$496,322,864$1,535,506$497,858,370
28Capital Planning LLC$399,868$493,781,639$1,655,228$495,436,867
29Personal Investment Management Inc$391,981$487,623,800$487,623,800
30Capital Advisors Wealth Management, LLC$350,081$370,864,559$109,796,500$480,661,059
31Private Advisory Group LLC$437,780$475,899,456$843,000$476,742,456
32Financial Insights Inc$644,138$461,846,811$461,846,811
33VESTORY, LLC$207,548$433,424,640$22,351,831$455,776,471
34Kutscher Benner Barsness & Stevens, Inc.$617,357$443,261,996$443,261,996
35Columbia River Advisors, LLC$448,681$425,653,677$16,297,097$441,950,774
36HART CAPITAL MANAGEMENT, INC.$431,870$394,927,629$38,669,882$433,597,511
37James R. Martin Consulting, Inc. Dba Jrm Capital Management$633,207$429,314,243$429,314,243
38HBC Financial Services, PLLC$607,445$360,217,071$37,659,152$397,876,223
39Trellis Advisors, LLC$355,650$390,599,487$3,460,392$394,059,879
40Executive Wealth Group, LLC$1,765,118$391,856,299$391,856,299
41CJ Partners LLC$1,609,053$391,000,000$391,000,000
42Quantum Financial Planning Services, Inc.$199,026$348,632,815$37,876,520$386,509,335
43Joslin Capital Advisors LLC$694,478$259,718,760$122,938,495$382,657,255
44Emerald Advisors, LLC$886,944$379,112,091$1,387,067$380,499,158
45EQ, LLC$334,742$271,927,804$96,957,437$368,885,241
46Harbour Investment Management L.L.C.$730,079$365,039,380$365,039,380
47Northern Capital Management, Inc.$198,482$341,192,244$395,091$341,587,335
48Robinswood Financial LLC$306,534$334,223,205$2,657,276$336,880,481
49Lakeside Advisors Inc$554,927$326,063,560$9,667,082$335,730,642
50TALBOT FINANCIAL, LLC$1,590,481$321,078,631$198,500$321,277,131
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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 Research.

Reprints: For reprints of these rankings, please contact Caroline Murphy.

*Methodology: InvestmentNews qualified 2,756 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2020, (2) total AUM is at least $100M, (3) does not have employees who are registered representatives of a broker-dealer, (4) managed assets for individual 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) not one who is an insurance company or agency.

Database last updated on July 2021.