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
1Asset Planning & Management, Inc.$1,329,275$105,012,694$105,012,694
2Helmsman Financial Group, Llc$406,600$43,046,748$67,548,344$110,595,092
3Truenorth Wealth Advisors$324,343$112,222,682$112,222,682
4Moser Wealth Advisors$327,113$115,143,821$115,143,821
5Agate Pass Investment, Llc$643,956$127,503,264$127,503,264
6Breakwater Investment Management$334,360$147,118,493$147,118,493
7S. R. Schill & Associates Inc.$315,134$166,467,740$1,498,618$167,966,358
8Sovereign Wealth Advisors, Inc.$281,623$169,889,821$18,797,636$188,687,457
9Bogdanovich Wealth Management Pllc$1,186,112$192,150,221$192,150,221
10Ramsey & Associates Inc$592,271$56,854,852$143,925,139$200,779,991
11Eq Wealth Management$241,514$187,808,682$15,546,322$203,355,004
12Soundview Advisors$227,223$205,500,000$4,000,000$209,500,000
13Talbot Financial, Llc$1,288,627$220,260,473$94,682$220,355,155
14Conway Jarvis Llc$1,203,540$272,000,000$272,000,000
15Trellis Advisors, Llc$271,416$265,830,243$6,671,490$272,501,733
16Private Advisory Group Llc$323,802$278,591,528$1,497,268$280,088,796
17Joslin Capital Advisors Llc$559,703$188,417,629$109,344,171$297,761,800
18Hbc Financial Services, Pllc$494,931$262,306,690$39,601,235$301,907,925
19Executive Wealth Group, Llc$1,403,009$310,064,952$310,064,952
20Kutscher Benner Barsness & Stevens, Inc.$541,361$325,357,941$325,357,941
21Columbia River Advisors$309,079$311,436,135$14,023,855$325,459,990
22Capital Planning Llc$280,537$264,541,310$62,564,274$327,105,584
23Newfocus Financial Group, Llc$361,341$503,709,525$503,709,525
24Highland Private Wealth Management$719,148$567,643,343$30,687,904$598,331,247
25Paracle Advisors Llc$626,752$897,472,775$8,183,196$905,655,971
26Bristlecone Advisors Llc$1,502,066$1,186,632,301$1,186,632,301
27The Clarius Group, Llc$2,688,423$804,451,302$593,528,724$1,397,980,026
28Chicago Capital, Llc$1,410,007$1,586,263,267$1,404,602$1,587,667,869
29Laird Norton Wealth Management$1,156,537$1,416,319,379$206,302,171$1,622,621,550
30Filament, Llc$3,453,920$1,047,757,934$689,563,777$1,737,321,711
31Evergreen Capital Management Llc$1,295,457$2,078,874,887$118,219,338$2,197,094,225
32Mccutchen Group Llc$2,975,917$1,523,730,652$1,002,823,000$2,526,553,652
33Badgley Phelps Wealth Managers$1,633,505$2,452,668,095$183,808,878$2,636,476,973
34Columbia Pacific Wealth Management$4,575,076$2,426,056,543$1,298,055,353$3,724,111,896
35Brighton Jones Llc$3,084,560$5,163,863,381$135,410,291$5,299,273,672

Showing 1 to 35 of 35 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 2,298 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of November 1, 2019. 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) not one who is an insurance company or agency.

Database last updated on January 15, 2020.


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