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
1Brighton Jones$3,084,560$5,163,863,381$135,410,291$5,299,273,672
2Columbia Pacific Wealth Management$4,575,076$2,426,056,543$1,298,055,353$3,724,111,896
3Badgley PheLPs Wealth Managers$1,633,505$2,452,668,095$183,808,878$2,636,476,973
4McCutchen Group$2,975,917$1,523,730,652$1,002,823,000$2,526,553,652
5Evergreen Capital Management LLC$1,295,457$2,078,874,887$118,219,338$2,197,094,225
6Filament$3,453,920$1,047,757,934$689,563,777$1,737,321,711
7Laird Norton Wealth Management$1,156,537$1,416,319,379$206,302,171$1,622,621,550
8Chicago Capital, LLC$1,410,007$1,586,263,267$1,404,602$1,587,667,869
9The Clarius Group, LLC$2,688,423$804,451,302$593,528,724$1,397,980,026
10Bristlecone Advisors LLC$1,502,066$1,186,632,301$1,186,632,301
11Paracle Advisors$626,752$897,472,775$8,183,196$905,655,971
12Highland Private Wealth Management$719,148$567,643,343$30,687,904$598,331,247
13NewFocus Financial Group$361,341$503,709,525$503,709,525
14Conlon Dart Wealth Management$1,534,686$484,960,806$484,960,806
15Capital Planning LLC$280,537$264,541,310$62,564,274$327,105,584
16Columbia River Advisors$309,079$311,436,135$14,023,855$325,459,990
17Kutscher Benner Barsness & Stevens, Inc.$541,361$325,357,941$325,357,941
18Executive Wealth Group, LLC$1,403,009$310,064,952$310,064,952
19HBC Financial Services, PLLC$494,931$262,306,690$39,601,235$301,907,925
20Joslin Capital Advisors LLC$559,703$188,417,629$109,344,171$297,761,800
21Private Advisory Group LLC$323,802$278,591,528$1,497,268$280,088,796
22Trellis Advisors$271,416$265,830,243$6,671,490$272,501,733
23Conway Jarvis$1,203,540$272,000,000$272,000,000
24Talbot Financial$1,288,627$220,260,473$94,682$220,355,155
25Soundview Advisors$227,223$205,500,000$4,000,000$209,500,000
26Eq Wealth Management$241,514$187,808,682$15,546,322$203,355,004
27Ramsey & Associates Inc$592,271$56,854,852$143,925,139$200,779,991
28Bogdanovich Wealth Management PLLC$1,186,112$192,150,221$192,150,221
29Sovereign Wealth Advisors, Inc.$281,623$169,889,821$18,797,636$188,687,457
30S.R. Schill & Associates Inc.$315,134$166,467,740$1,498,618$167,966,358
31Breakwater Investment Management$334,360$147,118,493$147,118,493
32Harbour Investment Management L.L.C.$566,142$70,355,065$55,328,529$125,683,594
33Helmsman Financial Group, LLC$406,600$43,046,748$67,548,344$110,595,092
34Asset Planning & Management, Inc.$1,329,275$105,012,694$105,012,694

Showing 1 to 34 of 34 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.

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