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 | JANICZEK WEALTH MANAGEMENT | $766,922 | $950,983,038 | — | $950,983,038 |
| 52 | JACKSON CREEK INVESTMENT ADVISORS LLC | $2,421,152 | $295,380,512 | — | $295,380,512 |
| 53 | J.F. WILLIAMS CO., INC. | $465,859 | — | $230,134,188 | $230,134,188 |
| 54 | IWP WEALTH MANAGEMENT LLC | $49,172,837 | $235,028,393 | $2,518,650,469 | $2,753,678,862 |
| 55 | IWP WEALTH - PRIVATE CLIENT ADVISORS | $559,182 | $240,106,073 | $297,827,355 | $537,933,428 |
| 56 | INTERGY PRIVATE WEALTH, LLC | $154,567 | $245,760,853 | — | $245,760,853 |
| 57 | INTEGRITY WEALTH SOLUTIONS LLC | $351,307 | $176,047,943 | $3,470,131 | $179,518,074 |
| 58 | IMPACTFOLIO LLC | $434,116 | $146,297,039 | — | $146,297,039 |
| 59 | HIGHPASS ASSET MANAGEMENT LLC | $852,667 | $174,796,637 | — | $174,796,637 |
| 60 | HELM INVESTMENT MANAGEMENT, LLC | $586,877 | $286,395,940 | — | $286,395,940 |
| 61 | HARBOR FINANCIAL GROUP, INC. | $403,274 | $336,765,300 | $4,404,700 | $341,170,000 |
| 62 | GHP INVESTMENT ADVISORS INC | $629,314 | $2,096,278,377 | $72,335,976 | $2,168,614,353 |
| 63 | GENEREUX INVESTMENT MANAGEMENT, INC. | $455,432 | $130,253,479 | — | $130,253,479 |
| 64 | GALLACHER CAPITAL MANAGEMENT, LLC | $432,538 | $404,659,000 | $50,371,000 | $455,030,000 |
| 65 | G&S CAPITAL LLC | $320,590 | $301,995,338 | — | $301,995,338 |
| 66 | FOCUSED ALPHA, LLC | $545,328 | $284,115,839 | — | $284,115,839 |
| 67 | FINANCIALLY SPEAKING INC | $276,739 | $152,802,524 | $3,001,295 | $155,803,819 |
| 68 | FINANCIAL SECURITY MANAGEMENT, INC | $186,355 | $415,044,292 | $1,272,348 | $416,316,640 |
| 69 | FFG RETIREMENT COUNSELING | $274,557 | $159,242,923 | — | $159,242,923 |
| 70 | ESSENTIAL INVESTMENT PARTNERS, LLC | $825,233 | $208,776,507 | $9,084,970 | $217,861,477 |
| 71 | ELDERADO FINANCIAL, INC | $179,337 | $147,953,170 | — | $147,953,170 |
| 72 | EDGEROCK WEALTH MANAGEMENT | $256,265 | $231,151,051 | — | $231,151,051 |
| 73 | EDGEROCK WEALTH MANAGEMENT | $256,265 | $231,151,051 | — | $231,151,051 |
| 74 | DIVERSIFIED ASSET MANAGEMENT, INC. | $1,455,837 | $117,922,794 | — | $117,922,794 |
| 75 | DESTINY CAPITAL CORPORATION | $336,235 | $266,676,348 | $27,529,393 | $294,205,741 |
| 76 | CUSTOS FAMILY OFFICE LLC | $1,279,504 | $274,774,699 | $22,070,255 | $296,844,954 |
| 77 | CUSTOM PORTFOLIO GROUP | $2,028,669 | $170,697,437 | $1,739,422 | $172,436,859 |
| 78 | CREDENTIALED WEALTH ADVISORS, LLC | $145,734 | $103,423,852 | $52,365,516 | $155,789,368 |
| 79 | CORNERSTONE INVESTMENT ADVISORS, LLC | $539,365 | $93,603,015 | $46,092,448 | $139,695,463 |
| 80 | COLORADO WEALTH GROUP LLC | $450,563 | $116,245,250 | — | $116,245,250 |
| 81 | COLORADO FINANCIAL MANAGEMENT LLC | $663,692 | $2,110,459,507 | $12,691,960 | $2,123,151,467 |
| 82 | COLORADO CAPITAL MANAGEMENT | $634,010 | $430,694,593 | $57,493,413 | $488,188,006 |
| 83 | CHERRY CREEK INVESTMENT ADVISORS INC | $947,494 | $236,873,421 | — | $236,873,421 |
| 84 | CHERRY CREEK FAMILY OFFICES | $1,297,864 | $197,620,747 | $784,862,675 | $982,483,422 |
| 85 | CEDRUS LLC | $315,154 | $364,003,434 | — | $364,003,434 |
| 86 | CAUSEY DEMGEN & MOORE P.C. | $1,063,470 | $248,105,071 | $57,110,700 | $305,215,771 |
| 87 | CAM INVESTOR SOLUTIONS | $272,383 | $216,000,000 | — | $216,000,000 |
| 88 | CALLAHAN CAPITAL MANAGEMENT | $145,038 | $172,355,673 | $94,398 | $172,450,071 |
| 89 | BUTLER FINANCIAL SERVICES | $412,034 | $118,368,959 | $1,533,024 | $119,901,983 |
| 90 | BSW WEALTH PARTNERS | $527,647 | $1,715,025,118 | $28,846,586 | $1,743,871,704 |
| 91 | BOULDER WEALTH ADVISORS, LLC | $336,973 | $182,639,110 | — | $182,639,110 |
| 92 | BONFIRE FINANCIAL, LLC | $287,941 | $148,103,663 | $3,065,407 | $151,169,070 |
| 93 | BAUER WEALTH MANAGEMENT INC. | $268,844 | $97,218,493 | $7,092,969 | $104,311,462 |
| 94 | BASON ASSET MANAGEMENT | $796,744 | $584,082,000 | $6,305,000 | $590,387,000 |
| 95 | AVERA CAPITAL WEALTH MANAGEMENT | $272,023 | $105,722,979 | $7,982,829 | $113,705,808 |
| 96 | ASPEN WEALTH STRATEGIES, LLC | $220,879 | $244,889,415 | $3,599,328 | $248,488,743 |
| 97 | ALTIUS FINANCIAL, INC. | $247,792 | $131,577,506 | — | $131,577,506 |
| 98 | ALPHA CAPITAL FAMILY OFFICE, LLC | $420,889 | $186,830,029 | $4,674,427 | $191,504,456 |
| 99 | ALL SEASON FINANCIAL ADVISORS, INC. | $277,308 | $197,165,856 | — | $197,165,856 |
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.
