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
1Weatherstone Capital Management$187,336$1,093,676,519$2,427,892$1,096,104,411
2IWP Wealth Management$6,394,705$6,862,755$888,396,000$895,258,755
3Sargent Bickham Lagudis$2,252,670$758,434,489$30,000,000$788,434,489
4BSW Wealth Partners$375,127$721,000,000$15,000,000$736,000,000
5GHP Investment Advisors Inc.$353,689$649,562,345$12,897,375$662,459,720
6Paragon Capital Management$1,066,574$575,217,684$75,392,316$650,610,000
7Cherry Creek Family Offices$1,014,467$0$521,436,270$521,436,270
8Schaefer Financial Management Inc.$309,285$0$444,443,175$444,443,175
9Shine Investment Advisory Services Inc.$395,690$434,244,030$5,763,436$440,007,466
10Wagner Wealth Management$278,308$361,800,000$0$361,800,000
11Rocky Mountain Advisers$2,596,592$360,926,352$0$360,926,352
12Janiczek & Co.$398,544$340,998,774$155,253$341,154,027
13Peak Asset Management$509,472$257,900,000$21,800,000$279,700,000
14Jones Barclay Boston & Co.$520,484$270,000,000$9,500,000$279,500,000
15Comprehensive Personal Financial Advisors$549,411$256,525,740$1,148,020$257,673,760
16Guerin Financial Services$169,308$235,676,615$0$235,676,615
17The Wealth Conservancy Inc.$599,385$204,440,195$26,922,290$231,362,485
18Colorado Financial Management Inc.$366,269$215,000,000$0$215,000,000
19Transitions Wealth Management$148,765$198,899,336$0$198,899,336
20Colorado Capital Management$309,523$190,356,898$0$190,356,898
21Private Capital Management$311,078$179,181,061$0$179,181,061
22Valued Investment Partners$740,043$169,620,000$2,810,000$172,430,000
23Causey Demgen & Moore P.C.$730,645$132,864,412$18,379,178$151,243,590
24RMB West$140,629$134,857,663$11,536,923$146,394,586
25Denver Money Manager$332,827$65,000,000$65,801,000$130,801,000
26Helm Investment Management$1,533,552$130,351,899$0$130,351,899
27Cherry Hills Investment Advisors$137,444$129,130,369$67,013$129,197,382
28Cornerstone Investment Advisors$328,836$71,903,284$56,671,509$128,574,793
29Lovett Investment Consulting$6,032,000$48,241,000$78,431,000$126,672,000
30Cherry Creek Investment Advisors Inc.$623,250$124,650,000$0$124,650,000
31Financially Speaking Inc.$127,929$121,880,871$2,721,517$124,602,388
32McAlvany Wealth Management$247,090$123,050,628$0$123,050,628
33M.Z. Kark & Associates Inc.$84,029$117,449,527$3,384,797$120,834,324
34Petra Financial Advisors Inc.$164,929$116,923,231$506,170$117,429,401
35All Season Financial Advisors Inc.$190,127$106,091,017$0$106,091,017
36Jolliffe Capital Inc.$301,282$98,983,463$4,958,885$103,942,348
37Peak Financial Advisors$297,437$103,336,970$468,522$103,805,492

Showing 1 to 37 of 37 entries

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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 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1. To qualify, firms must have met the following criteria: (1) Latest ADV filing date is either on or after Jan. 1, 2012. (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 regulatory assets under management is attributable to pooled investment vehicles (other than investment companies). (6) No more than 25% of regulatory assets under management is attributable to pension and profit-sharing plans (but not the plan participants). (7) No more than 25% 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.