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
1MCILRATH & ECK, LLC$182,877$397,208,133$397,208,133
2QUANTUM FINANCIAL PLANNING SERVICES, INC.$185,771$302,376,637$32,754,012$335,130,649
3NORTHERN CAPITAL MANAGEMENT, INC.$189,661$326,881,141$662,654$327,543,795
4WAYFINDING FINANCIAL, LLC$193,158$169,399,605$169,399,605
5VESTORY, LLC$207,548$433,424,640$22,351,831$455,776,471
6LEONARD RICKEY INVESTMENT ADVISORS, P.L.L.C.$221,142$493,781,168$16,836,097$510,617,265
7SECURITY FIRST ADVISORS$234,873$297,349,257$297,349,257
8FORT VANCOUVER INVESTMENT MANAGEMENT, LLC$247,383$117,012,129$117,012,129
9TRADEWINDS CAPITAL MANAGEMENT, LLC$255,682$920,710,396$920,710,396
10ROBINSWOOD FINANCIAL$264,701$281,025,403$1,675,716$282,701,119
11EVANS CAPITAL MANAGEMENT ASSOCIATES$264,882$109,100,000$60,954,000$170,054,000
12SOUNDVIEW ADVISORS$264,947$240,148,560$6,251,854$246,400,414
13MARTEL WEALTH ADVISORS INC$268,614$589,519,621$104,041,125$693,560,746
14FIRST PACIFIC FINANCIAL, INC.$285,489$683,174,366$683,174,366
15180 WEALTH ADVISORS, LLC$285,714$335,097,710$142,902,290$478,000,000
16DENTAL WEALTH ADVISORS, LLC$287,897$122,356,229$122,356,229
17BEAR MOUNTAIN CAPITAL INC.$290,032$182,829,584$760,416$183,590,000
18TEN CAPITAL WEALTH ADVISORS, LLC$296,032$423,817,260$28,518,960$452,336,220
19TRELLIS ADVISORS, LLC$311,694$324,890,122$3,947,493$328,837,615
20EQ WEALTH MANAGEMENT$319,783$191,685,702$81,728,615$273,414,317
21AVIER WEALTH ADVISORS$327,167$398,129,060$55,979,133$454,108,193
22CAPITAL PLANNING LLC$337,953$432,287,483$2,320,555$434,608,038
23S. R. SCHILL & ASSOCIATES INC.$359,009$199,360,783$966,248$200,327,031
24SOVEREIGN WEALTH ADVISORS, INC.$361,619$196,154,990$33,473,219$229,628,209
25SENESCHAL ADVISORS, LLC$373,305$161,267,780$161,267,780
26BREAKWATER INVESTMENT MANAGEMENT$373,429$172,150,691$172,150,691
27PRIVATE ADVISORY GROUP LLC$374,093$365,357,250$2,376,000$367,733,250
28COLUMBIA RIVER ADVISORS$374,255$349,327,360$15,945,690$365,273,050
29NEWFOCUS FINANCIAL GROUP, LLC$380,186$602,974,548$602,974,548
30STOLZ & ASSOCIATES, PS$385,400$103,838,748$12,552,105$116,390,853
31MILLER ADVISORS, INC.$393,969$189,622,657$14,847,254$204,469,911
32MOSER WEALTH ADVISORS$409,024$151,338,747$151,338,747
33PERSONAL INVESTMENT MANAGEMENT INC$420,719$382,433,546$382,433,546
34KAUFMAN KAMPE ADVISORS$421,018$128,410,391$128,410,391
35BHJ WEALTH ADVISORS$430,984$114,210,681$114,210,681
36HART CAPITAL MANAGEMENT, INC.$431,870$394,927,629$38,669,882$433,597,511
37BELLEVUE ASSET MANAGEMENT, LLC$461,765$261,820,715$261,820,715
38HELMSMAN FINANCIAL GROUP, LLC$506,169$50,522,410$78,550,670$129,073,080
39PRIVATE ASSET MANAGEMENT INC$526,725$10,638,337$116,302,489$126,940,826
40UNIONVIEW WEALTH PARTNERS$535,236$198,369,213$2,879,497$201,248,710
41AUXANO ADVISORS$568,037$580,443,900$129,033,800$709,477,700
42HBC FINANCIAL SERVICES, PLLC$571,963$331,285,896$32,482,871$363,768,767
43FINANCIAL INSIGHTS INC$601,962$426,188,937$426,188,937
44LESA SROUFE & COMPANY, INC.$625,914$162,224,163$20,542,695$182,766,858
45KUTSCHER BENNER BARSNESS & STEVENS, INC.$630,744$385,384,487$385,384,487
46JOSLIN CAPITAL ADVISORS LLC$646,115$234,653,515$112,956,615$347,610,130
47AGATE PASS INVESTMENT, LLC$653,946$156,292,987$156,292,987
48RAMSEY & ASSOCIATES INC$671,897$62,199,166$162,886,318$225,085,484
49JAMES R. MARTIN CONSULTING, INC$678,622$460,784,097$460,784,097
50HARBOUR INVESTMENT MANAGEMENT L.L.C.$704,502$345,206,026$345,206,026
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For more information about the RIA Data Center, please contact InvestmentNews Data.

Reprints: For reprints of these rankings, please contact Sabrina Straub.

*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.