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$184,104$275,395,565$87,841,444$363,237,009
2Auxano Advisors$490,702$448,367,100$121,338,400$569,705,500
3Avier Wealth Advisors$282,671$401,768,173$26,760,537$428,528,710
4Barwick & Partners, Inc.$4,024,653$1,459,945,631$45,274,686$1,505,220,317
5Bear Mountain Capital Inc.$269,656$155,404,000$727,000$156,131,000
6Bellevue Asset Management, Llc$370,701$212,040,932$212,040,932
7Chaney Capital Management Inc.$238,824$203,000,000$203,000,000
8Dental Wealth Advisors, Llc$287,352$189,652,062$189,652,062
9Evans Capital Management Associates$284,884$108,000,000$39,000,000$147,000,000
10Financial Insights Inc$566,105$366,591,409$1,376,605$367,968,014
11First Pacific Financial, Inc.$249,338$556,771,575$556,771,575
12Fort Vancouver Investment Management, Llc$741,822$110,531,461$110,531,461
13Freestone Capital Management, LLC$568,431$4,041,967,180$647,585,491$4,689,552,671
14Garde Capital, Inc.$2,006,556$984,109,000$9,136,000$993,245,000
15Harbour Investment Management L.L.C.$657,264$290,510,784$290,510,784
16Hart Capital Management, Inc.$346,277$331,391,601$32,199,634$363,591,235
17Hohimer Wealth Management, Llc$1,493,268$540,686,769$16,302,181$556,988,950
18James R. Martin Consulting, Inc$650,181$386,207,585$386,207,585
19Kaufman Kampe Advisors$393,952$109,124,626$109,124,626
20Leonard Rickey Investment Advisors, P.L.L.C.$205,882$428,906,867$15,798,298$444,705,165
21Madison Park Capital Advisors$165,224$131,441,933$8,172,161$139,614,094
22Martel Wealth Advisors Inc$224,426$490,324,095$75,004,125$565,328,220
23Miller Advisors, Inc.$339,793$166,499,036$9,853,406$176,352,442
24Northern Capital Management, Inc.$162,014$280,842,393$576,138$281,418,531
25Personal Investment Management Inc$368,116$347,501,297$347,501,297
26Quantum Financial Planning Services, Inc.$179,150$290,375,608$26,540,008$316,915,616
27Robinswood Financial$266,623$272,011,165$2,344,402$274,355,567
28Seneschal Advisors, Llc$281,528$138,511,768$138,511,768
29Tradewinds Capital Management, Llc$158,400$764,279,147$764,279,147
30Viridian Ria, LLC$246,794$490,830,487$55,323,710$546,154,197

Showing 1 to 30 of 30 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 Laura Picariello.

*Methodology:InvestmentNews qualified 2,206 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2019. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2018, (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) not one who is an insurance company or agency.

Database last updated on June 5, 2019.