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
1J.F. WILLIAMS CO., INC.$394,445$178,683,528$178,683,528
2SCHAEFER FINANCIAL MANAGEMENT, INC.$414,881$658,001,811$658,001,811
3INTEGRATED FINANCIAL PLANNING, P.C.$242,761$121,865,835$121,865,835
4THE WEALTH CONSERVANCY, INC.$488,409$77,524,567$27,971,751$105,496,318
5CORNERSTONE INVESTMENT ADVISORS, LLC$380,003$78,139,890$75,761,291$153,901,181
6BONFIRE FINANCIAL, LLC$281,744$108,098,067$3,190,915$111,288,982
7JHP WEALTH MANAGEMENT, LLC$1,615,534$108,240,788$108,240,788
8VITAL INVESTMENT MANAGEMENT LLC$275,298$108,440,291$1,954,128$110,394,419
9THE HOLBEN GROUP, LLC$275,000$110,000,000$110,000,000
10HIGHPASS ASSET MANAGEMENT LLC$655,499$111,434,816$111,434,816
11SUMMIT WEALTH ADVISORS, INC.$241,576$118,142,290$5,061,430$123,203,720
12KILTERHOWLING LLC$282,841$120,773,032$120,773,032
13CUSTOS FAMILY OFFICE LLC$1,114,771$121,240,036$5,843,825$127,083,861
14CUSTOM PORTFOLIO GROUP$395,093$126,330,391$11,161,971$137,492,362
15JOHNSTON & ASSOCIATES INC$1,754,285$130,785,272$127,094,614$257,879,886
16ALPHA CAPITAL FAMILY OFFICE, LLC$378,244$138,481,246$2,981,846$141,463,092
17ESSENTIAL INVESTMENT PARTNERS, LLC$602,202$138,932,809$7,402,364$146,335,173
18CALLAHAN CAPITAL MANAGEMENT$120,101$139,612,238$1,626,373$141,238,611
19LUDWICK & SHIRMAN$362,008$139,734,928$139,734,928
20PANORAMIC INVESTMENT ADVISORS$553,181$146,592,906$146,592,906
21WEALTH LEGACY INSTITUTE, INC.$318,565$146,858,679$146,858,679
22ROSECAP INVESTMENT ADVISORS, LLC$275,362$151,780,000$220,000$152,000,000
23PETRA FINANCIAL ADVISORS INC$298,860$158,993,379$158,993,379
24IWP WEALTH - PRIVATE CLIENT ADVISORS$3,564,233$162,164,574$122,974,040$285,138,614
25PEAK FINANCIAL ADVISORS$457,051$163,404,564$219,580$163,624,144
26THE RETIREMENT PLANNING SPECIALISTS, LLC$216,064$165,072,569$165,072,569
27CHERRY CREEK INVESTMENT ADVISORS INC$880,000$176,000,000$176,000,000
28WEALTH MANAGEMENT CONSULTANTS COLORADO, LLC$1,297,005$178,986,693$178,986,693
29CHERRY CREEK FAMILY OFFICES$1,223,828$183,665,870$681,580,406$865,246,276
30IWP WEALTH MANAGEMENT LLC$40,630,500$188,973,019$1,842,551,958$2,031,524,977
31ALL SEASON FINANCIAL ADVISORS, INC.$248,035$192,908,145$2,791,110$195,699,255
32RAINSBERGER WEALTH ADVISORS$291,127$194,389,420$16,968,914$211,358,334
33JFG WEALTH MANAGEMENT, LLC$1,088,054$208,757,623$4,500,873$213,258,496
34CAUSEY DEMGEN & MOORE P.C.$631,981$215,626,621$37,797,599$253,424,220
35HARBOR FINANCIAL GROUP, INC.$327,704$222,205,600$5,221,000$227,426,600
36WAKEFIELD WEALTH MANAGEMENT, LLLP$548,278$223,886,000$67,798,000$291,684,000
37HELM INVESTMENT MANAGEMENT, LLC$466,315$226,162,791$226,162,791
38G&S CAPITAL LLC$261,915$235,723,600$235,723,600
39WAMBOLT & ASSOCIATES, LLC$239,808$276,258,771$276,258,771
40WEALTHGATE FAMILY OFFICE LLC$7,207,893$281,107,833$281,107,833
41TRANSITIONS WEALTH MANAGEMENT, LLC$285,456$303,440,173$303,440,173
42KOZAK & ASSOCIATES, INC.$207,505$320,803,081$320,803,081
43BASON ASSET MANAGEMENT$644,711$326,492,000$6,179,000$332,671,000
44JUPITER WEALTH MANAGEMENT, LLC$1,485,610$334,507,783$33,923,541$368,431,324
45VISTA PRIVATE WEALTH PARTNERS LLC$690,621$340,476,023$340,476,023
46TRIUMPH CAPITAL MANAGEMENT$105,746$345,895,106$345,895,106
47PLATTE RIVER WEALTH ADVISORS, LLC$1,982,656$392,565,835$392,565,835
48COLORADO CAPITAL MANAGEMENT$520,181$403,140,066$403,140,066
49MATTERN CAPITAL MANAGEMENT, LLC$511,606$506,489,880$506,489,880
50PEAK ASSET MANAGEMENT, LLC$614,063$595,876,445$24,327,159$620,203,604
Next Page »

Showing 1 to 50 of 64 entries

Page 1 | 2

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 Data.

Reprints: For reprints of these rankings, please contact Sabrina Straub.

*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, 2020. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2019, (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 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) nor one who is an insurance company or agency.

Database last updated on June, 2020.