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 | BAUER WEALTH MANAGEMENT INC. | $268,844 | $97,218,493 | $7,092,969 | $104,311,462 |
| 2 | WEST END WEALTH MANAGEMENT, LLC | $970,439 | $108,689,220 | — | $108,689,220 |
| 3 | THREE POINTS FINANCIAL, INC. | $888,831 | $6,800,864 | $105,191,811 | $111,992,675 |
| 4 | AVERA CAPITAL WEALTH MANAGEMENT | $272,023 | $105,722,979 | $7,982,829 | $113,705,808 |
| 5 | COLORADO WEALTH GROUP LLC | $450,563 | $116,245,250 | — | $116,245,250 |
| 6 | DIVERSIFIED ASSET MANAGEMENT, INC. | $1,455,837 | $117,922,794 | — | $117,922,794 |
| 7 | BUTLER FINANCIAL SERVICES | $412,034 | $118,368,959 | $1,533,024 | $119,901,983 |
| 8 | WISDOM WEALTH STRATEGIES | $201,706 | $120,418,670 | — | $120,418,670 |
| 9 | PEACE OF MIND FINANCIAL PLANNING, INC | $248,456 | — | $120,749,411 | $120,749,411 |
| 10 | SUNLIGHT PEAKS | $6,245,134 | $124,902,678 | — | $124,902,678 |
| 11 | GENEREUX INVESTMENT MANAGEMENT, INC. | $455,432 | $130,253,479 | — | $130,253,479 |
| 12 | ALTIUS FINANCIAL, INC. | $247,792 | $131,577,506 | — | $131,577,506 |
| 13 | PETERSON FINANCIAL SERVICES LLC | $829,370 | $131,510,090 | $359,704 | $131,869,794 |
| 14 | STEELE STREET PRIVATE WEALTH MANAGEMENT | $471,216 | $131,763,516 | $648,043 | $132,411,559 |
| 15 | LIFETIME CAPITAL MANAGEMENT | $1,396,975 | $132,712,650 | — | $132,712,650 |
| 16 | CORNERSTONE INVESTMENT ADVISORS, LLC | $539,365 | $93,603,015 | $46,092,448 | $139,695,463 |
| 17 | THE HOLBEN GROUP, LLC | $318,182 | $140,000,000 | — | $140,000,000 |
| 18 | IMPACTFOLIO LLC | $434,116 | $146,297,039 | — | $146,297,039 |
| 19 | ELDERADO FINANCIAL, INC | $179,337 | $147,953,170 | — | $147,953,170 |
| 20 | BONFIRE FINANCIAL, LLC | $287,941 | $148,103,663 | $3,065,407 | $151,169,070 |
| 21 | CREDENTIALED WEALTH ADVISORS, LLC | $145,734 | $103,423,852 | $52,365,516 | $155,789,368 |
| 22 | FINANCIALLY SPEAKING INC | $276,739 | $152,802,524 | $3,001,295 | $155,803,819 |
| 23 | VITAL INVESTMENT MANAGEMENT LLC | $327,760 | $155,171,226 | $1,170,499 | $156,341,725 |
| 24 | THE WEALTH CONSERVANCY, INC. | $738,804 | $91,426,987 | $65,938,199 | $157,365,186 |
| 25 | FFG RETIREMENT COUNSELING | $274,557 | $159,242,923 | — | $159,242,923 |
| 26 | PINNACLE WEALTH MANAGEMENT, INC. | $209,363 | $161,136,207 | $1,329,164 | $162,465,371 |
| 27 | JHP WEALTH MANAGEMENT, LLC | $568,328 | $162,541,926 | — | $162,541,926 |
| 28 | MUELLER FINANCIAL SOLUTIONS CO. | $653,404 | $162,975,877 | $6,909,211 | $169,885,088 |
| 29 | CUSTOM PORTFOLIO GROUP | $2,028,669 | $170,697,437 | $1,739,422 | $172,436,859 |
| 30 | CALLAHAN CAPITAL MANAGEMENT | $145,038 | $172,355,673 | $94,398 | $172,450,071 |
| 31 | HIGHPASS ASSET MANAGEMENT LLC | $852,667 | $174,796,637 | — | $174,796,637 |
| 32 | INTEGRITY WEALTH SOLUTIONS LLC | $351,307 | $176,047,943 | $3,470,131 | $179,518,074 |
| 33 | SEASON INVESTMENTS, LLC | $533,389 | $148,210,202 | $32,075,270 | $180,285,472 |
| 34 | THEORY FINANCIAL | $428,675 | $181,758,228 | — | $181,758,228 |
| 35 | BOULDER WEALTH ADVISORS, LLC | $336,973 | $182,639,110 | — | $182,639,110 |
| 36 | LOTUSGROUP ADVISORS | $223,078 | $91,645,040 | $93,286,909 | $184,931,949 |
| 37 | WEALTH LEGACY INSTITUTE, INC. | $399,405 | $190,116,711 | — | $190,116,711 |
| 38 | PANORAMIC INVESTMENT ADVISORS | $294,556 | $191,461,660 | — | $191,461,660 |
| 39 | ALPHA CAPITAL FAMILY OFFICE, LLC | $420,889 | $186,830,029 | $4,674,427 | $191,504,456 |
| 40 | ALL SEASON FINANCIAL ADVISORS, INC. | $277,308 | $197,165,856 | — | $197,165,856 |
| 41 | KILTERHOWLING LLC | $360,938 | $171,414,500 | $29,266,931 | $200,681,431 |
| 42 | CAM INVESTOR SOLUTIONS | $272,383 | $216,000,000 | — | $216,000,000 |
| 43 | ESSENTIAL INVESTMENT PARTNERS, LLC | $825,233 | $208,776,507 | $9,084,970 | $217,861,477 |
| 44 | KEYSTONE FINANCIAL SERVICES | $926,468 | $218,646,355 | — | $218,646,355 |
| 45 | PEAK FINANCIAL ADVISORS | $569,485 | $222,119,157 | $1,688,606 | $223,807,763 |
| 46 | J.F. WILLIAMS CO., INC. | $465,859 | — | $230,134,188 | $230,134,188 |
| 47 | EDGEROCK WEALTH MANAGEMENT | $256,265 | $231,151,051 | — | $231,151,051 |
| 48 | EDGEROCK WEALTH MANAGEMENT | $256,265 | $231,151,051 | — | $231,151,051 |
| 49 | CHERRY CREEK INVESTMENT ADVISORS INC | $947,494 | $236,873,421 | — | $236,873,421 |
| 50 | INTERGY PRIVATE WEALTH, LLC | $154,567 | $245,760,853 | — | $245,760,853 |
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.
