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.


# of employees


High-net-worth client assets

    Total AUM


    Total accounts


    Discretionary AUM


    Avg. discretionary account AUM


    Non-discretionary AUM


    Non-discretionary accounts


    Average non-discretionary account AUM


    Avg. account AUM

    Rank Business Name Avg. account AUM Discretionary AUM Non-discretionary AUM Total AUM
    201OBERMEYER WOOD INVESTMENT COUNSEL, LLLP$1,112,599$2,447,718,712$2,447,718,712
    202WELLSPRING FINANCIAL ADVISORS, LLC$2,387,743$719,589,267$1,701,582,127$2,421,171,394
    203MORTON WEALTH$715,087$2,375,243,103$41,036,045$2,416,279,148
    204GOELZER INVESTMENT MANAGEMENT$1,682,136$2,398,781,842$16,764,864$2,415,546,706
    205RETIREMENT INCOME SOLUTIONS, INC.$1,932,334$2,403,823,289$2,403,823,289
    206GIBSON CAPITAL, LLC$2,478,442$2,257,765,886$136,409,108$2,394,174,994
    207SUMMITRY, LLC$756,769$2,258,898,143$123,409,765$2,382,307,908
    208APELLA CAPITAL$395,536$2,357,000,000$2,357,000,000
    209COLONY FAMILY OFFICES, LLC$8,760,730$2,317,601,062$39,035,283$2,356,636,345
    210ROFFMAN MILLER ASSOCIATES INC$1,733,325$2,301,428,075$26,426,884$2,327,854,959
    211LEAVELL INVESTMENT MANAGEMENT, INC.$1,077,877$2,066,326,691$257,575,138$2,323,901,829
    212AVIOR WEALTH MANAGEMENT, LLC$944,275$1,884,736,906$429,681,976$2,314,418,882
    213NPF INVESTMENT ADVISORS$1,071,388$2,310,983,746$2,310,983,746
    214PEGASUS PARTNERS$885,318$1,890,495,185$398,935,970$2,289,431,155
    215VENTURI PRIVATE WEALTH$944,517$2,277,586,606$5,309,956$2,282,896,562
    216MERITAGE PORTFOLIO MANAGEMENT, INC.$1,671,450$2,179,660,301$88,497,250$2,268,157,551
    217OSBORNE PARTNERS$1,322,673$1,780,235,788$463,017,988$2,243,253,776
    218VIGILANT CAPITAL MANAGEMENT, LLC$1,460,342$2,240,163,925$2,240,163,925
    219HERITAGE FINANCIAL SERVICES, LLC$436,848$2,228,359,850$2,228,359,850
    220BIP WEALTH, LLC$444,156$1,474,245,352$728,323,016$2,202,568,368
    221BEIRNE WEALTH CONSULTING SERVICES, LLC$1,548,962$594,727,962$1,601,700,237$2,196,428,199
    222PRINCIPLE WEALTH PARTNERS LLC$759,019$2,190,529,642$2,190,529,642
    223GHP INVESTMENT ADVISORS INC$629,314$2,096,278,377$72,335,976$2,168,614,353
    224JOHNSON FINANCIAL GROUP LLC$2,836,146$1,677,347,982$486,631,578$2,163,979,560
    225COASTEDGE PARTNERS, LLC$2,565,173$732,989,000$1,401,235,000$2,134,224,000
    226COLORADO FINANCIAL MANAGEMENT LLC$663,692$2,110,459,507$12,691,960$2,123,151,467
    227VERIS WEALTH PARTNERS, LLC$1,012,402$1,953,273,906$169,734,098$2,123,008,004
    228PARCION PRIVATE WEALTH LLC$1,882,126$2,113,627,547$2,113,627,547
    229CAPSTONE FINANCIAL ADVISORS INC$772,246$2,091,903,894$7,059,803$2,098,963,697
    230MCKINLEY CARTER WEALTH SERVICES, INC.$435,800$2,038,462,444$56,427,104$2,094,889,548
    231ROCKY MOUNTAIN ADVISERS, LLC$6,303,750$2,086,541,387$2,086,541,387
    232COMPASS CAPITAL MANAGEMENT INC$1,513,174$2,040,443,243$44,710,820$2,085,154,063
    233LEGACY WEALTH MANAGEMENT INC$549,771$1,975,307,764$101,177,729$2,076,485,493
    234PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.$1,072,980$2,075,143,444$2,075,143,444
    235BLB & B ADVISORS, LLC$746,059$1,929,670,196$135,419,793$2,065,089,989
    236FOSTER & MOTLEY INC$2,588,170$2,009,691,940$47,902,895$2,057,594,835
    237MMBG INVESTMENT ADVISORS CO.$16,871,414$2,041,441,088$2,041,441,088
    238GERBER KAWASAKI WEALTH & INVESTMENT MANAGEMENT$156,850$2,028,386,000$2,028,386,000
    239ASSET DEDICATION, LLC$387,767$2,015,222,595$2,015,222,595
    240MOUNTAIN PACIFIC INVESTMENT ADVISERS, LLC$2,676,572$2,010,105,437$2,010,105,437
    241PINNACLE WEALTH PLANNING SERVICES, INC.$759,671$1,976,739,314$15,118,988$1,991,858,302
    242PORT CAPITAL LLC$4,524,626$1,855,397,470$135,438,050$1,990,835,520
    243GAMBLE JONES INVESTMENT COUNSEL$1,637,988$1,411,898,654$574,980,807$1,986,879,461
    244GUYASUTA INVESTMENT ADVISORS, INCORPORATED$1,551,416$1,985,812,000$1,985,812,000
    245SFMG WEALTH ADVISORS$557,538$1,844,382,981$130,975,596$1,975,358,577
    246MONOGRAPH WEALTH ADVISORS, LLC$2,331,580$1,896,187,246$78,660,746$1,974,847,992
    247MAIN STREET RESEARCH LLC$849,924$1,963,324,024$1,963,324,024
    248POLARIS WEALTH ADVISORY GROUP$466,008$1,874,699,405$87,659,240$1,962,358,645
    249BRIDGEWATER ADVISORS INC.$770,712$1,954,524,604$1,954,524,604
    250DAKOTA WEALTH, LLC$626,705$1,949,382,348$1,551,552$1,950,933,900
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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 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.