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