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
1180 WEALTH ADVISORS, LLC$285,714$335,097,710$142,902,290$478,000,000
2AGATE PASS INVESTMENT, LLC$653,946$156,292,987$156,292,987
3ASSET PLANNING & MANAGEMENT, INC.$1,465,827$117,266,150$117,266,150
4AUXANO ADVISORS$568,037$580,443,900$129,033,800$709,477,700
5AVIER WEALTH ADVISORS$327,167$398,129,060$55,979,133$454,108,193
6BADGLEY PHELPS WEALTH MANAGERS$1,851,502$2,985,482,288$210,209,659$3,195,691,947
7BEAR MOUNTAIN CAPITAL INC.$290,032$182,829,584$760,416$183,590,000
8BELLEVUE ASSET MANAGEMENT, LLC$461,765$261,820,715$261,820,715
9BHJ WEALTH ADVISORS$430,984$114,210,681$114,210,681
10BOGDANOVICH WEALTH MANAGEMENT PLLC$1,382,523$219,821,159$219,821,159
11BREAKWATER INVESTMENT MANAGEMENT$373,429$172,150,691$172,150,691
12BRIGHTON JONES LLC$3,410,072$6,700,909,908$98,773,677$6,799,683,585
13BRISTLECONE ADVISORS LLC$1,667,223$1,333,778,076$1,333,778,076
14CAPITAL PLANNING LLC$337,953$432,287,483$2,320,555$434,608,038
15CHANEY CAPITAL MANAGEMENT INC.$879,620$247,173,340$247,173,340
16COLUMBIA RIVER ADVISORS$374,255$349,327,360$15,945,690$365,273,050
17CONWAY JARVIS LLC$1,387,931$322,000,000$322,000,000
18CORNERSTONE ADVISORS INC$947,966$3,960,599,929$3,960,599,929
19DENTAL WEALTH ADVISORS, LLC$287,897$122,356,229$122,356,229
20EMERALD ADVISORS, LLC$1,117,057$311,658,921$311,658,921
21EQ WEALTH MANAGEMENT$319,783$191,685,702$81,728,615$273,414,317
22EVANS CAPITAL MANAGEMENT ASSOCIATES$264,882$109,100,000$60,954,000$170,054,000
23EVERGREEN CAPITAL MANAGEMENT LLC$1,425,777$2,438,495,365$122,200,776$2,560,696,141
24EXECUTIVE WEALTH GROUP, LLC$1,590,215$353,027,792$353,027,792
25FILAMENT, LLC$3,805,466$1,255,714,033$749,766,663$2,005,480,696
26FINANCIAL INSIGHTS INC$601,962$426,188,937$426,188,937
27FIRST PACIFIC FINANCIAL, INC.$285,489$683,174,366$683,174,366
28FISHER INVESTMENTS$1,744,458$121,000,000,000$121,000,000,000
29FORT VANCOUVER INVESTMENT MANAGEMENT, LLC$247,383$117,012,129$117,012,129
30GARDE CAPITAL, INC.$2,284,497$1,041,873,000$34,125,000$1,075,998,000
31HAMRICK INVESTMENT COUNSEL, LLC$1,240,489$163,744,508$163,744,508
32HARBOUR INVESTMENT MANAGEMENT L.L.C.$704,502$345,206,026$345,206,026
33HART CAPITAL MANAGEMENT, INC.$431,870$394,927,629$38,669,882$433,597,511
34HBC FINANCIAL SERVICES, PLLC$571,963$331,285,896$32,482,871$363,768,767
35HELMSMAN FINANCIAL GROUP, LLC$506,169$50,522,410$78,550,670$129,073,080
36HIGHLAND PRIVATE WEALTH MANAGEMENT$826,727$786,924,700$29,881,938$816,806,638
37HOHIMER WEALTH MANAGEMENT, LLC$913,319$517,646,457$52,264,867$569,911,324
38JAMES R. MARTIN CONSULTING, INC$678,622$460,784,097$460,784,097
39JOSLIN CAPITAL ADVISORS LLC$646,115$234,653,515$112,956,615$347,610,130
40KAIZEN FINANCIAL ADVISORS, LLC$1,112,110$144,049,215$1,637,138$145,686,353
41KAUFMAN KAMPE ADVISORS$421,018$128,410,391$128,410,391
42KUTSCHER BENNER BARSNESS & STEVENS, INC.$630,744$385,384,487$385,384,487
43LAIRD NORTON WEALTH MANAGEMENT$1,256,300$1,499,434,619$270,692,417$1,770,127,036
44LEONARD RICKEY INVESTMENT ADVISORS, P.L.L.C.$221,142$493,781,168$16,836,097$510,617,265
45LESA SROUFE & COMPANY, INC.$625,914$162,224,163$20,542,695$182,766,858
46MARTEL WEALTH ADVISORS INC$268,614$589,519,621$104,041,125$693,560,746
47MCCUTCHEN GROUP LLC$3,102,360$2,120,283,620$885,902,985$3,006,186,605
48MCILRATH & ECK, LLC$182,877$397,208,133$397,208,133
49MILLER ADVISORS, INC.$393,969$189,622,657$14,847,254$204,469,911
50MOSER WEALTH ADVISORS$409,024$151,338,747$151,338,747
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Showing 1 to 50 of 74 entries

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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 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.