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 | BUTLER FINANCIAL SERVICES | $412,034 | $118,368,959 | $1,533,024 | $119,901,983 |
| 52 | PINNACLE WEALTH MANAGEMENT, INC. | $209,363 | $161,136,207 | $1,329,164 | $162,465,371 |
| 53 | FINANCIAL SECURITY MANAGEMENT, INC | $186,355 | $415,044,292 | $1,272,348 | $416,316,640 |
| 54 | VITAL INVESTMENT MANAGEMENT LLC | $327,760 | $155,171,226 | $1,170,499 | $156,341,725 |
| 55 | STEELE STREET PRIVATE WEALTH MANAGEMENT | $471,216 | $131,763,516 | $648,043 | $132,411,559 |
| 56 | PETERSON FINANCIAL SERVICES LLC | $829,370 | $131,510,090 | $359,704 | $131,869,794 |
| 57 | PRIVATE CAPITAL MANAGEMENT, LLC | $534,248 | $1,488,064,823 | $350,979 | $1,488,415,802 |
| 58 | CALLAHAN CAPITAL MANAGEMENT | $145,038 | $172,355,673 | $94,398 | $172,450,071 |
| 59 | EDGEROCK WEALTH MANAGEMENT | $256,265 | $231,151,051 | — | $231,151,051 |
| 60 | KEYSTONE FINANCIAL SERVICES | $926,468 | $218,646,355 | — | $218,646,355 |
| 61 | EDGEROCK WEALTH MANAGEMENT | $256,265 | $231,151,051 | — | $231,151,051 |
| 62 | WEALTHGATE FAMILY OFFICE LLC | $6,059,494 | $527,175,941 | — | $527,175,941 |
| 63 | SHARKEY HOWES & JAVER INC | $335,297 | $903,625,913 | — | $903,625,913 |
| 64 | GENEREUX INVESTMENT MANAGEMENT, INC. | $455,432 | $130,253,479 | — | $130,253,479 |
| 65 | WEST END WEALTH MANAGEMENT, LLC | $970,439 | $108,689,220 | — | $108,689,220 |
| 66 | ALTIUS FINANCIAL, INC. | $247,792 | $131,577,506 | — | $131,577,506 |
| 67 | THE HOLBEN GROUP, LLC | $318,182 | $140,000,000 | — | $140,000,000 |
| 68 | WEALTH LEGACY INSTITUTE, INC. | $399,405 | $190,116,711 | — | $190,116,711 |
| 69 | PETRA FINANCIAL ADVISORS INC | $385,398 | $248,967,083 | — | $248,967,083 |
| 70 | CEDRUS LLC | $315,154 | $364,003,434 | — | $364,003,434 |
| 71 | PANORAMIC INVESTMENT ADVISORS | $294,556 | $191,461,660 | — | $191,461,660 |
| 72 | BOULDER WEALTH ADVISORS, LLC | $336,973 | $182,639,110 | — | $182,639,110 |
| 73 | JACKSON CREEK INVESTMENT ADVISORS LLC | $2,421,152 | $295,380,512 | — | $295,380,512 |
| 74 | MOUNTAIN CAPITAL INVESTMENT ADVISORS INC | $183,850 | $403,000,000 | — | $403,000,000 |
| 75 | PLATTE RIVER WEALTH ADVISORS, LLC | $2,254,842 | $523,123,238 | — | $523,123,238 |
| 76 | CHERRY CREEK INVESTMENT ADVISORS INC | $947,494 | $236,873,421 | — | $236,873,421 |
| 77 | TRANSITIONS WEALTH MANAGEMENT, LLC | $1,120,132 | $423,410,048 | — | $423,410,048 |
| 78 | JHP WEALTH MANAGEMENT, LLC | $568,328 | $162,541,926 | — | $162,541,926 |
| 79 | COLORADO WEALTH GROUP LLC | $450,563 | $116,245,250 | — | $116,245,250 |
| 80 | G&S CAPITAL LLC | $320,590 | $301,995,338 | — | $301,995,338 |
| 81 | WISDOM WEALTH STRATEGIES | $201,706 | $120,418,670 | — | $120,418,670 |
| 82 | CAM INVESTOR SOLUTIONS | $272,383 | $216,000,000 | — | $216,000,000 |
| 83 | JANICZEK WEALTH MANAGEMENT | $766,922 | $950,983,038 | — | $950,983,038 |
| 84 | ELDERADO FINANCIAL, INC | $179,337 | $147,953,170 | — | $147,953,170 |
| 85 | MATTERN CAPITAL MANAGEMENT, LLC | $698,323 | $733,238,738 | — | $733,238,738 |
| 86 | ALL SEASON FINANCIAL ADVISORS, INC. | $277,308 | $197,165,856 | — | $197,165,856 |
| 87 | MARKET GUARD | $197,952 | $299,501,051 | — | $299,501,051 |
| 88 | LIFETIME CAPITAL MANAGEMENT | $1,396,975 | $132,712,650 | — | $132,712,650 |
| 89 | SUNLIGHT PEAKS | $6,245,134 | $124,902,678 | — | $124,902,678 |
| 90 | FOCUSED ALPHA, LLC | $545,328 | $284,115,839 | — | $284,115,839 |
| 91 | HELM INVESTMENT MANAGEMENT, LLC | $586,877 | $286,395,940 | — | $286,395,940 |
| 92 | INTERGY PRIVATE WEALTH, LLC | $154,567 | $245,760,853 | — | $245,760,853 |
| 93 | HIGHPASS ASSET MANAGEMENT LLC | $852,667 | $174,796,637 | — | $174,796,637 |
| 94 | DIVERSIFIED ASSET MANAGEMENT, INC. | $1,455,837 | $117,922,794 | — | $117,922,794 |
| 95 | FFG RETIREMENT COUNSELING | $274,557 | $159,242,923 | — | $159,242,923 |
| 96 | IMPACTFOLIO LLC | $434,116 | $146,297,039 | — | $146,297,039 |
| 97 | OBERMEYER WOOD INVESTMENT COUNSEL, LLLP | $1,112,599 | $2,447,718,712 | — | $2,447,718,712 |
| 98 | TRIUMPH CAPITAL MANAGEMENT | $120,264 | $411,903,849 | — | $411,903,849 |
| 99 | THEORY FINANCIAL | $428,675 | $181,758,228 | — | $181,758,228 |
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.
