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 |
|---|---|---|---|---|---|
| 51 | PERSONAL INVESTMENT MANAGEMENT INC | $407,209 | $533,851,522 | — | $533,851,522 |
| 52 | BREAKWATER INVESTMENT MANAGEMENT | $409,892 | $227,080,444 | — | $227,080,444 |
| 53 | ROBINSWOOD FINANCIAL | $419,319 | $409,523,469 | $3,086,619 | $412,610,088 |
| 54 | CAPITAL PLANNING LLC | $419,683 | $569,283,815 | $1,484,640 | $570,768,455 |
| 55 | VICKERMAN INVESTMENT ADVISORS, INC. | $420,941 | $343,067,000 | — | $343,067,000 |
| 56 | WEALTHCOLLAB | $436,808 | $109,202,080 | — | $109,202,080 |
| 57 | INNOVATIVE ADVISER SOLUTIONS, LLC | $437,382 | $101,910,000 | — | $101,910,000 |
| 58 | TRUENORTH WEALTH ADVISORS | $439,528 | $201,743,225 | — | $201,743,225 |
| 59 | S. R. SCHILL & ASSOCIATES, INC. | $439,619 | $262,196,390 | $255,917 | $262,452,307 |
| 60 | KAIZEN FINANCIAL ADVISORS, LLC | $440,815 | $173,765,000 | $54,577,000 | $228,342,000 |
| 61 | STAPP WEALTH MANAGEMENT, PLLC | $470,550 | $120,460,735 | — | $120,460,735 |
| 62 | SOUNDMARK WEALTH MANAGEMENT, LLC | $482,365 | $411,939,374 | — | $411,939,374 |
| 63 | COLUMBIA RIVER ADVISORS | $487,266 | $483,104,437 | $12,932,297 | $496,036,734 |
| 64 | MOSER WEALTH ADVISORS | $497,853 | $228,514,676 | — | $228,514,676 |
| 65 | WAYCROSS INVESTMENT MANAGEMENT CO | $506,313 | $158,476,095 | — | $158,476,095 |
| 66 | PRIVATE ADVISORY GROUP LLC | $514,587 | $685,773,975 | $1,714,545 | $687,488,520 |
| 67 | UNIONVIEW WEALTH PARTNERS | $528,255 | $265,112,755 | $2,712,738 | $267,825,493 |
| 68 | SMART PORTFOLIOS, LLC | $529,161 | $213,465,564 | $844,797 | $214,310,361 |
| 69 | CASCADE WEALTH ADVISORS, INC | $532,309 | $118,485,067 | $2,349,138 | $120,834,205 |
| 70 | BHJ WEALTH ADVISORS | $532,903 | $174,259,210 | — | $174,259,210 |
| 71 | BELLEVUE ASSET MANAGEMENT, LLC | $563,790 | $323,615,382 | — | $323,615,382 |
| 72 | LAKESIDE ADVISORS INC | $592,506 | $369,438,559 | $10,950,269 | $380,388,828 |
| 73 | HELMSMAN FINANCIAL GROUP, LLC | $615,732 | $63,055,270 | $101,345,304 | $164,400,574 |
| 74 | THE PLANNER'S EDGE LLC | $657,177 | $147,864,886 | — | $147,864,886 |
| 75 | KUTSCHER BENNER BARSNESS & STEVENS, INC. | $668,475 | — | $518,068,411 | $518,068,411 |
| 76 | AUXANO ADVISORS | $687,312 | $947,620,299 | $81,972,700 | $1,029,592,999 |
| 77 | HBC FINANCIAL SERVICES, PLLC | $688,981 | $448,379,817 | $19,438,559 | $467,818,376 |
| 78 | LESA SROUFE & COMPANY, INC. | $690,007 | $158,263,250 | $17,688,581 | $175,951,831 |
| 79 | JAMES R. MARTIN CONSULTING, INC | $703,083 | $487,939,464 | — | $487,939,464 |
| 80 | BARKER WEALTH MANAGEMENT, LLC | $703,309 | $140,661,740 | — | $140,661,740 |
| 81 | FINANCIAL INSIGHTS INC | $706,797 | $533,631,424 | — | $533,631,424 |
| 82 | JOSLIN CAPITAL ADVISORS LLC | $752,541 | $327,520,135 | $119,489,194 | $447,009,329 |
| 83 | RAMSEY & ASSOCIATES INC | $763,544 | $65,429,827 | $197,992,711 | $263,422,538 |
| 84 | AGATE PASS INVESTMENT, LLC | $829,835 | $209,948,374 | — | $209,948,374 |
| 85 | HARBOUR INVESTMENT MANAGEMENT L.L.C. | $840,625 | $406,862,546 | — | $406,862,546 |
| 86 | NEWGROUND SOCIAL INVESTMENT | $853,333 | $128,000,000 | — | $128,000,000 |
| 87 | NEWGROUND SOCIAL INVESTMENT | $853,333 | $128,000,000 | — | $128,000,000 |
| 88 | MY PERSONAL CFO, LLC | $875,937 | $206,721,226 | — | $206,721,226 |
| 89 | MOSS ADAMS WEALTH ADVISORS LLC | $922,923 | $2,813,638,922 | $747,921,943 | $3,561,560,865 |
| 90 | HIGHLAND PRIVATE WEALTH MANAGEMENT | $941,631 | $1,310,675,290 | $15,141,269 | $1,325,816,559 |
| 91 | FISHER INVESTMENTS | $961,779 | $208,905,102,124 | — | $208,905,102,124 |
| 92 | EMERALD ADVISORS, LLC | $1,004,213 | $534,965,163 | $2,288,595 | $537,253,758 |
| 93 | HAMRICK INVESTMENT COUNSEL, LLC | $1,054,522 | $272,985,201 | $1,190,543 | $274,175,744 |
| 94 | HFG ADVISORS, INC. | $1,119,690 | $258,339,979 | $12,624,965 | $270,964,944 |
| 95 | COLUMBIA PACIFIC WEALTH MANAGEMENT | $1,250,039 | $3,785,337,982 | $2,277,349,289 | $6,062,687,271 |
| 96 | HOHIMER WEALTH MANAGEMENT, LLC | $1,267,047 | $858,573,455 | $79,041,286 | $937,614,741 |
| 97 | BOGDANOVICH WEALTH MANAGEMENT PLLC | $1,605,953 | $256,952,554 | — | $256,952,554 |
| 98 | EVERGREEN CAPITAL MANAGEMENT LLC | $1,685,079 | $3,780,216,217 | $154,443,621 | $3,934,659,838 |
| 99 | SELKIRK WEALTH ADVISORS, LLC | $1,687,306 | $104,612,994 | — | $104,612,994 |
| 100 | BRISTLECONE ADVISORS LLC | $1,719,366 | $1,805,334,294 | — | $1,805,334,294 |
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.
