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
1Obermeyer Wood Investment Counsel, LLP$760,377$1,488,057,024$0$1,488,057,024
2IWP Wealth Management$44,522,663$104,660,719$1,320,064,498$1,424,725,217
3Rocky Mountain Advisers$6,811,277$1,266,897,471$0$1,266,897,471
4Colorado Financial Management$1,672,605$1,169,610,634$2,885,705$1,172,496,339
5GHP Investment Advisors Inc$425,821$1,045,377,893$12,360,425$1,057,738,318
6BSW Wealth Partners$390,639$811,000,000$32,000,000$843,000,000
7Cherry Creek Family Offices$855,893$0$828,504,007$828,504,007
8Paragon Capital Management$1,271,304$702,980,720$75,057,348$778,038,068
9The Institute$227,128$667,746,544$86,318,965$754,065,509
10Sharkey Howes & Javer Inc$254,518$576,039,037$163,080,672$739,119,709
11Syntrinsic Investment Counsel$1,756,396$377,543,749$358,386,072$735,929,821
12Johnson Financial Group$1,718,662$444,536,841$227,460,024$671,996,865
13Shine Investment Advisory Services Inc$430,490$526,175,221$8,062,278$534,237,499
14Janiczek Wealth Management$486,072$520,096,851$0$520,096,851
15Private Capital Management, LLC$298,205$515,298,569$0$515,298,569
16Schaefer Financial Management, Inc.$354,082$0$503,504,367$503,504,367
17Wagner Wealth Management$1,629,207$493,649,757$0$493,649,757
18Peak Asset Management$558,382$453,569,248$29,430,953$483,000,201
19Weatherstone Capital Management$167,493$443,788,779$3,082,004$446,870,783
20Colorado Capital Management$1,720,303$292,451,476$0$292,451,476
21Johnston & Associates Inc$1,909,078$120,487,514$152,510,593$272,998,107
22Stordahl Capital Management, Inc.$423,304$238,300,000$5,100,000$243,400,000
23Peak Capital Management$571,613$237,790,905$0$237,790,905
24Causey Demgen & Moore P.C.$683,241$191,706,968$22,830,565$214,537,533
25Transitions Wealth Management$267,316$202,090,889$0$202,090,889
26G&S Capital LLC$225,144$199,252,844$0$199,252,844
27Helm Investment Management$433,783$181,755,061$0$181,755,061
28Mountain Capital Investment Advisors Inc$218,750$175,000,000$0$175,000,000
29Rainsberger Wealth Advisors$1,313,272$154,990,895$11,794,615$166,785,510
30IWP Wealth - Private Client Advisors$3,132,075$106,000,000$60,000,000$166,000,000
31Bason Asset Management$447,537$155,932,000$3,391,000$159,323,000
32Harbor Financial Group$266,327$141,750,000$15,649,200$157,399,200
33Cornerstone Investment Advisors$369,914$85,091,168$71,012,466$156,103,634
34Cherry Creek Investment Advisors Inc$746,341$153,000,000$0$153,000,000
35All Season Financial Advisors, Inc.$229,533$152,868,900$0$152,868,900
36The Wealth Conservancy, Inc.$481,737$124,916,037$25,867,771$150,783,808
37Wealth Management Consultants Colorado, LLC$1,077,025$147,552,491$0$147,552,491
38Highwater Wealth Management LLC$313,924$144,091,101$0$144,091,101
39Strasbaugh Financial Advisory, Inc.$1,420,518$143,472,318$0$143,472,318
40Jolliffe Capital, Inc.$345,703$131,913,101$11,553,484$143,466,585
41Wambolt & Associates$199,941$140,923,419$435,147$141,358,566
42Peak Financial Advisors$375,603$131,445,444$391,106$131,836,550
43Financially Speaking Inc$207,287$124,606,976$3,910,893$128,517,869
44J.F. Williams Co., Inc.$328,083$0$126,312,076$126,312,076
45Jenkins Wealth$134,826$120,669,344$0$120,669,344
47Vanguard Capital$244,029$116,158,000$0$116,158,000
48The Retirement Planning Specialists, LLC$192,525$115,900,000$0$115,900,000
49Callahan Capital Management$376,096$115,551,713$285,747$115,837,460
50LotusGroup Advisors$145,277$108,049,683$7,590,945$115,640,628
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Showing 1 to 50 of 54 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 1,937 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of November 1, 2017. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2016, (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) nor one who is an insurance company or agency.

Database last updated on December 11, 2017.


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