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 |
|---|---|---|---|---|---|
| 1 | COLUMBIA PACIFIC WEALTH MANAGEMENT | $1,250,039 | $3,785,337,982 | $2,277,349,289 | $6,062,687,271 |
| 2 | THE CLARIUS GROUP, LLC | $4,256,495 | $2,129,568,685 | $1,313,935,882 | $3,443,504,567 |
| 3 | LAIRD NORTON WEALTH MANAGEMENT | $2,363,653 | $3,558,606,626 | $1,310,519,026 | $4,869,125,652 |
| 4 | MOSS ADAMS WEALTH ADVISORS LLC | $922,923 | $2,813,638,922 | $747,921,943 | $3,561,560,865 |
| 5 | KUTSCHER BENNER BARSNESS & STEVENS, INC. | $668,475 | — | $518,068,411 | $518,068,411 |
| 6 | OLIVER CAPITAL MANAGEMENT | $217,643 | $37,080,875 | $297,653,396 | $334,734,271 |
| 7 | RAMSEY & ASSOCIATES INC | $763,544 | $65,429,827 | $197,992,711 | $263,422,538 |
| 8 | EVERGREEN CAPITAL MANAGEMENT LLC | $1,685,079 | $3,780,216,217 | $154,443,621 | $3,934,659,838 |
| 9 | CAPITAL ADVISORS WEALTH MANAGEMENT | $368,445 | $476,356,339 | $137,473,836 | $613,830,175 |
| 10 | EQ WEALTH MANAGEMENT | $338,360 | $356,022,051 | $130,877,652 | $486,899,703 |
| 11 | TFS ADVISORS, LLC | $352,438 | — | $121,591,218 | $121,591,218 |
| 12 | JOSLIN CAPITAL ADVISORS LLC | $752,541 | $327,520,135 | $119,489,194 | $447,009,329 |
| 13 | HELMSMAN FINANCIAL GROUP, LLC | $615,732 | $63,055,270 | $101,345,304 | $164,400,574 |
| 14 | HOHIMER WEALTH MANAGEMENT, LLC | $1,267,047 | $858,573,455 | $79,041,286 | $937,614,741 |
| 15 | EVANS CAPITAL MANAGEMENT ASSOCIATES | $364,840 | $202,020,000 | $67,232,000 | $269,252,000 |
| 16 | KAIZEN FINANCIAL ADVISORS, LLC | $440,815 | $173,765,000 | $54,577,000 | $228,342,000 |
| 17 | SOVEREIGN WEALTH ADVISORS, INC. | $393,285 | $295,032,409 | $43,585,786 | $338,618,195 |
| 18 | CLEAR CREEK FINANCIAL MANAGEMENT, LLC | $167,982 | $1,054,738,189 | $42,689,901 | $1,097,428,090 |
| 19 | STOLZ & ASSOCIATES, PS | $401,954 | $149,581,047 | $20,043,373 | $169,624,420 |
| 20 | HBC FINANCIAL SERVICES, PLLC | $688,981 | $448,379,817 | $19,438,559 | $467,818,376 |
| 21 | ALETHEIAN WEALTH ADVISORS LLC | $393,720 | $144,650,000 | $18,350,000 | $163,000,000 |
| 22 | LESA SROUFE & COMPANY, INC. | $690,007 | $158,263,250 | $17,688,581 | $175,951,831 |
| 23 | SOUND FINANCIAL, LLC | $153,599 | $103,376,265 | $16,123,438 | $119,499,703 |
| 24 | COLUMBIA RIVER ADVISORS | $487,266 | $483,104,437 | $12,932,297 | $496,036,734 |
| 25 | HFG ADVISORS, INC. | $1,119,690 | $258,339,979 | $12,624,965 | $270,964,944 |
| 26 | LAKESIDE ADVISORS INC | $592,506 | $369,438,559 | $10,950,269 | $380,388,828 |
| 27 | COLUMBIA RIVER FINANCIAL GROUP | $262,521 | $123,857,622 | $6,615,115 | $130,472,737 |
| 28 | ROBINSWOOD FINANCIAL | $419,319 | $409,523,469 | $3,086,619 | $412,610,088 |
| 29 | UNIONVIEW WEALTH PARTNERS | $528,255 | $265,112,755 | $2,712,738 | $267,825,493 |
| 30 | EMERALD ADVISORS, LLC | $1,004,213 | $534,965,163 | $2,288,595 | $537,253,758 |
| 31 | HAMRICK INVESTMENT COUNSEL, LLC | $1,054,522 | $272,985,201 | $1,190,543 | $274,175,744 |
| 32 | BELLINGHAM CAPITAL | $174,027 | $113,590,541 | $919,327 | $114,509,868 |
| 33 | BEAR MOUNTAIN CAPITAL INC. | $296,691 | $280,381,835 | $881,603 | $281,263,438 |
| 34 | SURIENCE PRIVATE WEALTH LLC | $340,927 | $134,469,209 | $878,718 | $135,347,927 |
| 35 | PREVAIL WEALTH MANAGEMENT | $249,497 | $127,393,313 | $848,100 | $128,241,413 |
| 36 | SMART PORTFOLIOS, LLC | $529,161 | $213,465,564 | $844,797 | $214,310,361 |
| 37 | JARVIS FINANCIAL | $383,532 | $226,375,000 | $676,000 | $227,051,000 |
| 38 | WAYFINDING FINANCIAL, LLC | $267,073 | $260,948,676 | $515,930 | $261,464,606 |
| 39 | S. R. SCHILL & ASSOCIATES, INC. | $439,619 | $262,196,390 | $255,917 | $262,452,307 |
| 40 | SELKIRK WEALTH ADVISORS, LLC | $1,687,306 | $104,612,994 | — | $104,612,994 |
| 41 | NEWGROUND SOCIAL INVESTMENT | $853,333 | $128,000,000 | — | $128,000,000 |
| 42 | BOGDANOVICH WEALTH MANAGEMENT PLLC | $1,605,953 | $256,952,554 | — | $256,952,554 |
| 43 | MOULTON WEALTH MANAGEMENT, INC | $260,456 | $147,157,917 | — | $147,157,917 |
| 44 | FINANCIAL FORUM, INC. | $160,609 | $222,764,042 | — | $222,764,042 |
| 45 | NEWGROUND SOCIAL INVESTMENT | $853,333 | $128,000,000 | — | $128,000,000 |
| 46 | TRUENORTH WEALTH ADVISORS | $439,528 | $201,743,225 | — | $201,743,225 |
| 47 | MOSER WEALTH ADVISORS | $497,853 | $228,514,676 | — | $228,514,676 |
| 48 | CONWAY JARVIS LLC | $1,764,940 | $443,000,000 | — | $443,000,000 |
| 49 | STAPP WEALTH MANAGEMENT, PLLC | $470,550 | $120,460,735 | — | $120,460,735 |
| 50 | HARBOUR INVESTMENT MANAGEMENT L.L.C. | $840,625 | $406,862,546 | — | $406,862,546 |
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 Research.
Reprints: For reprints of these rankings, please contact Caroline Murphy.
*Methodology: InvestmentNews qualified 2,756 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2020, (2) total AUM is at least $100M, (3) does not have employees who are registered representatives of a broker-dealer, (4) managed assets for individual 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 July 2021.
