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
1Agate Pass Investment Management, LLC$707,015$180,288,735$180,288,735
2ASSET PLANNING & MANAGEMENT, INC.$1,465,827$117,266,150$117,266,150
3Auxano Advisors, LLC$628,301$768,343,200$139,551,200$907,894,400
4Badgley, Phelps And Bell, Inc.$1,970,268$3,556,880,932$261,498,866$3,818,379,798
5Barker Wealth Management, LLC$642,060$110,434,260$110,434,260
6Bear Mountain Capital Inc.$331,478$222,912,580$835,315$223,747,895
7Bellevue Asset Management, LLC$504,768$296,803,634$296,803,634
8Breakwater Investment Management, LLC$738,257$191,208,464$191,208,464
9Brighton Jones LLC$3,716,222$8,355,071,502$88,185,838$8,443,257,340
10Bristlecone Advisors LLC$1,660,195$1,525,719,576$1,525,719,576
11Brooks, Hughes & Jones, Inc.$542,256$142,071,013$142,071,013
12Buckley Investment Group, LLC$390,738$114,095,579$114,095,579
13Capital Advisors Wealth Management, LLC$350,081$370,864,559$109,796,500$480,661,059
14Capital Planning LLC$399,868$493,781,639$1,655,228$495,436,867
15Chaney Capital Management Inc.$315,127$283,299,003$283,299,003
16CJ Partners LLC$1,609,053$391,000,000$391,000,000
17Columbia River Advisors, LLC$448,681$425,653,677$16,297,097$441,950,774
18CORNERSTONE ADVISORS INC$947,966$3,960,599,929$3,960,599,929
19Dental Wealth Advisors, LLC$334,891$125,249,405$125,249,405
20Emerald Advisors, LLC$886,944$379,112,091$1,387,067$380,499,158
21Epic Trust Investment Advisors LLC$111,415$128,461,837$128,461,837
22EQ, LLC$334,742$271,927,804$96,957,437$368,885,241
23Evergreen Capital Management LLC$1,513,988$2,865,090,036$126,550,823$2,991,640,859
24Executive Wealth Group, LLC$1,765,118$391,856,299$391,856,299
25FILAMENT, LLC$3,805,466$1,255,714,033$749,766,663$2,005,480,696
26Financial Insights Inc$644,138$461,846,811$461,846,811
27Financial Plan, Inc.$245,530$713,018,175$713,018,175
28First Pacific Financial, Inc.$316,683$841,111,158$841,111,158
29Fisher Asset Management, LLC$957,512$160,000,000,000$160,000,000,000
30Fort Vancouver Investment Management, LLC$295,276$140,256,234$140,256,234
31Fulcrum Capital, LLC$1,852,750$647,424,375$47,356,754$694,781,129
32Garde Capital, Inc.$2,716,533$1,217,892,804$83,326,308$1,301,219,112
33Hamrick Investment Counsel, LLC$965,513$219,171,346$219,171,346
34Harbour Investment Management L.L.C.$730,079$365,039,380$365,039,380
35HART CAPITAL MANAGEMENT, INC.$431,870$394,927,629$38,669,882$433,597,511
36HBC Financial Services, PLLC$607,445$360,217,071$37,659,152$397,876,223
37Helmsman Financial Group, LLC$560,380$53,610,175$89,847,023$143,457,198
38Highland Private Wealth Management$896,548$1,013,781,432$8,282,963$1,022,064,395
39Hohimer Wealth Management, LLC$794,288$620,276,267$62,016,765$682,293,032
40James R. Martin Consulting, Inc. Dba Jrm Capital Management$633,207$429,314,243$429,314,243
41Jarvis Financial Services, Inc.$330,860$191,000,000$5,200,000$196,200,000
42Jeffrey Jay Bogdanovich$1,473,835$225,496,783$225,496,783
43Joslin Capital Advisors LLC$694,478$259,718,760$122,938,495$382,657,255
44Kaizen Financial Advisors, LLC$347,617$157,462,863$44,502,872$201,965,735
45Kaufman Kampe Advisors LLC$475,622$154,577,200$154,577,200
46Kutscher Benner Barsness & Stevens, Inc.$617,357$443,261,996$443,261,996
47Laird Norton Wealth Management, LLC$2,115,058$2,992,830,326$1,178,064,124$4,170,894,450
48Lakeside Advisors Inc$554,927$326,063,560$9,667,082$335,730,642
49Leonard Rickey Investment Advisors, P.L.L.C.$237,918$560,430,525$19,850,930$580,281,455
50Lesa Sroufe & Company, Inc.$580,769$137,788,782$14,372,699$152,161,481
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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.