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
1The Clarius Group, LLC$4,140,115$1,630,960,812$1,176,037,304$2,806,998,116
2FILAMENT, LLC$3,805,466$1,255,714,033$749,766,663$2,005,480,696
3Brighton Jones LLC$3,716,222$8,355,071,502$88,185,838$8,443,257,340
4McCutchen Group LLC$2,983,988$2,368,881,923$910,520,452$3,279,402,375
5Garde Capital, Inc.$2,716,533$1,217,892,804$83,326,308$1,301,219,112
6Laird Norton Wealth Management, LLC$2,115,058$2,992,830,326$1,178,064,124$4,170,894,450
7Badgley, Phelps And Bell, Inc.$1,970,268$3,556,880,932$261,498,866$3,818,379,798
8Fulcrum Capital, LLC$1,852,750$647,424,375$47,356,754$694,781,129
9Executive Wealth Group, LLC$1,765,118$391,856,299$391,856,299
10Parcion Private Wealth LLC$1,695,894$1,521,216,909$1,521,216,909
11Bristlecone Advisors LLC$1,660,195$1,525,719,576$1,525,719,576
12CJ Partners LLC$1,609,053$391,000,000$391,000,000
13TALBOT FINANCIAL, LLC$1,590,481$321,078,631$198,500$321,277,131
14Evergreen Capital Management LLC$1,513,988$2,865,090,036$126,550,823$2,991,640,859
15Jeffrey Jay Bogdanovich$1,473,835$225,496,783$225,496,783
16ASSET PLANNING & MANAGEMENT, INC.$1,465,827$117,266,150$117,266,150
17My Personal CFO, LLC$1,130,843$141,355,357$141,355,357
18Waycross Investment Management Company$1,053,401$134,835,353$134,835,353
19Hamrick Investment Counsel, LLC$965,513$219,171,346$219,171,346
20Fisher Asset Management, LLC$957,512$160,000,000,000$160,000,000,000
21CORNERSTONE ADVISORS INC$947,966$3,960,599,929$3,960,599,929
22Highland Private Wealth Management$896,548$1,013,781,432$8,282,963$1,022,064,395
23Emerald Advisors, LLC$886,944$379,112,091$1,387,067$380,499,158
24Moss Adams Wealth Advisors LLC$807,402$2,220,511,241$560,180,550$2,780,691,791
25Paracle Advisors LLC$797,891$1,404,742,363$5,131,623$1,409,873,986
26Hohimer Wealth Management, LLC$794,288$620,276,267$62,016,765$682,293,032
27Breakwater Investment Management, LLC$738,257$191,208,464$191,208,464
28Harbour Investment Management L.L.C.$730,079$365,039,380$365,039,380
29Ramsey & Associates Inc$728,224$63,550,939$175,306,455$238,857,394
30Agate Pass Investment Management, LLC$707,015$180,288,735$180,288,735
31Joslin Capital Advisors LLC$694,478$259,718,760$122,938,495$382,657,255
32Financial Insights Inc$644,138$461,846,811$461,846,811
33Barker Wealth Management, LLC$642,060$110,434,260$110,434,260
34James R. Martin Consulting, Inc. Dba Jrm Capital Management$633,207$429,314,243$429,314,243
35Auxano Advisors, LLC$628,301$768,343,200$139,551,200$907,894,400
36Kutscher Benner Barsness & Stevens, Inc.$617,357$443,261,996$443,261,996
37HBC Financial Services, PLLC$607,445$360,217,071$37,659,152$397,876,223
38The Planner'S Edge LLC$583,245$127,147,487$127,147,487
39Lesa Sroufe & Company, Inc.$580,769$137,788,782$14,372,699$152,161,481
40Helmsman Financial Group, LLC$560,380$53,610,175$89,847,023$143,457,198
41Lakeside Advisors Inc$554,927$326,063,560$9,667,082$335,730,642
42Brooks, Hughes & Jones, Inc.$542,256$142,071,013$142,071,013
43PRIVATE ASSET MANAGEMENT INC$526,725$10,638,337$116,302,489$126,940,826
44Unionview, LLC$516,177$226,609,076$3,089,845$229,698,921
45Bellevue Asset Management, LLC$504,768$296,803,634$296,803,634
46Kaufman Kampe Advisors LLC$475,622$154,577,200$154,577,200
47Miller Advisors Inc$462,351$187,916,830$17,367,128$205,283,958
48Columbia River Advisors, LLC$448,681$425,653,677$16,297,097$441,950,774
49Private Advisory Group LLC$437,780$475,899,456$843,000$476,742,456
50HART CAPITAL MANAGEMENT, INC.$431,870$394,927,629$38,669,882$433,597,511
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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.