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
51Auxano Advisors, LLC$628,301$768,343,200$139,551,200$907,894,400
52James R. Martin Consulting, Inc. Dba Jrm Capital Management$633,207$429,314,243$429,314,243
53Barker Wealth Management, LLC$642,060$110,434,260$110,434,260
54Financial Insights Inc$644,138$461,846,811$461,846,811
55Joslin Capital Advisors LLC$694,478$259,718,760$122,938,495$382,657,255
56Agate Pass Investment Management, LLC$707,015$180,288,735$180,288,735
57Ramsey & Associates Inc$728,224$63,550,939$175,306,455$238,857,394
58Harbour Investment Management L.L.C.$730,079$365,039,380$365,039,380
59Breakwater Investment Management, LLC$738,257$191,208,464$191,208,464
60Hohimer Wealth Management, LLC$794,288$620,276,267$62,016,765$682,293,032
61Paracle Advisors LLC$797,891$1,404,742,363$5,131,623$1,409,873,986
62Moss Adams Wealth Advisors LLC$807,402$2,220,511,241$560,180,550$2,780,691,791
63Emerald Advisors, LLC$886,944$379,112,091$1,387,067$380,499,158
64Highland Private Wealth Management$896,548$1,013,781,432$8,282,963$1,022,064,395
65CORNERSTONE ADVISORS INC$947,966$3,960,599,929$3,960,599,929
66Fisher Asset Management, LLC$957,512$160,000,000,000$160,000,000,000
67Hamrick Investment Counsel, LLC$965,513$219,171,346$219,171,346
68Waycross Investment Management Company$1,053,401$134,835,353$134,835,353
69My Personal CFO, LLC$1,130,843$141,355,357$141,355,357
70ASSET PLANNING & MANAGEMENT, INC.$1,465,827$117,266,150$117,266,150
71Jeffrey Jay Bogdanovich$1,473,835$225,496,783$225,496,783
72Evergreen Capital Management LLC$1,513,988$2,865,090,036$126,550,823$2,991,640,859
73TALBOT FINANCIAL, LLC$1,590,481$321,078,631$198,500$321,277,131
74CJ Partners LLC$1,609,053$391,000,000$391,000,000
75Bristlecone Advisors LLC$1,660,195$1,525,719,576$1,525,719,576
76Parcion Private Wealth LLC$1,695,894$1,521,216,909$1,521,216,909
77Executive Wealth Group, LLC$1,765,118$391,856,299$391,856,299
78Fulcrum Capital, LLC$1,852,750$647,424,375$47,356,754$694,781,129
79Badgley, Phelps And Bell, Inc.$1,970,268$3,556,880,932$261,498,866$3,818,379,798
80Laird Norton Wealth Management, LLC$2,115,058$2,992,830,326$1,178,064,124$4,170,894,450
81Garde Capital, Inc.$2,716,533$1,217,892,804$83,326,308$1,301,219,112
82McCutchen Group LLC$2,983,988$2,368,881,923$910,520,452$3,279,402,375
83Brighton Jones LLC$3,716,222$8,355,071,502$88,185,838$8,443,257,340
84FILAMENT, LLC$3,805,466$1,255,714,033$749,766,663$2,005,480,696
85The Clarius Group, LLC$4,140,115$1,630,960,812$1,176,037,304$2,806,998,116
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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.