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 | J.F. Williams Co., Inc. | $430,169 | — | $194,006,362 | $194,006,362 |
| 2 | Schaefer Financial Management, Inc. | $403,191 | — | $672,523,282 | $672,523,282 |
| 3 | Integrated Financial Planning, P.C. | $238,455 | — | $143,073,045 | $143,073,045 |
| 4 | Lotusgroup Advisors, LLC | $115,307 | $73,618,701 | $86,196,459 | $159,815,160 |
| 5 | Cornerstone Investment Advisors, LLC | $401,135 | $83,054,834 | $80,608,097 | $163,662,931 |
| 6 | Maddock Financial, LLC | $1,268,654 | $93,644,562 | $26,877,580 | $120,522,142 |
| 7 | The Wealth Conservancy, Inc. | $564,892 | $96,388,598 | $29,582,424 | $125,971,022 |
| 8 | CDKV Holdings LLC | $436,498 | $107,324,771 | $490,271 | $107,815,042 |
| 9 | Genereux Investment Management, Inc. | $380,119 | $112,895,361 | — | $112,895,361 |
| 10 | SUMMIT WEALTH ADVISORS, INC. | $241,576 | $118,142,290 | $5,061,430 | $123,203,720 |
| 11 | Bonfire Financial, LLC | $289,597 | $119,201,756 | $3,297,968 | $122,499,724 |
| 12 | Season Investments, LLC | $438,630 | $125,099,645 | $26,666,205 | $151,765,850 |
| 13 | FFG Retirement Advisors LLC | $236,658 | $125,665,486 | — | $125,665,486 |
| 14 | The Holben Group, LLC | $229,656 | $127,000,000 | — | $127,000,000 |
| 15 | JHP Wealth Management, LLC | $574,970 | $128,218,290 | — | $128,218,290 |
| 16 | Vital Investment Management LLC | $270,158 | $128,237,413 | $897,875 | $129,135,288 |
| 17 | Alpha Capital Family Office, LLC | $290,955 | $136,295,788 | $3,653,349 | $139,949,137 |
| 18 | Johnston James M & Associates Inc | $1,672,975 | $136,809,431 | $117,482,710 | $254,292,141 |
| 19 | Integrity Wealth Solutions LLC | $387,863 | $137,691,389 | — | $137,691,389 |
| 20 | Mueller Financial Solutions Co. | $563,966 | $143,912,774 | $6,666,175 | $150,578,949 |
| 21 | Custom Portfolio Group LLC | $1,850,698 | $146,145,110 | $11,164,210 | $157,309,320 |
| 22 | Highpass Asset Management LLC | $791,754 | $150,433,315 | — | $150,433,315 |
| 23 | Kilterhowling LLC | $314,407 | $151,831,023 | $11,974,768 | $163,805,791 |
| 24 | Callahan Capital Management Inc | $128,369 | $152,162,211 | $1,880,694 | $154,042,905 |
| 25 | Boulder Wealth Advisors, LLC | $317,592 | $156,255,111 | — | $156,255,111 |
| 26 | Wealth Legacy Institute, Inc. | $328,245 | $160,840,035 | — | $160,840,035 |
| 27 | Whipplewood Advisors, LLC | $550,669 | $163,964,679 | $2,887,951 | $166,852,630 |
| 28 | Panoramic Investment Advisors, LLC | $257,572 | $166,906,372 | — | $166,906,372 |
| 29 | IWP Wealth Pca LLC | $588,081 | $171,195,857 | $298,680,696 | $469,876,553 |
| 30 | Aspen Wealth Strategies, LLC | $225,630 | $173,120,073 | $10,994,139 | $184,114,212 |
| 31 | Petra Financial Advisors Inc | $327,237 | $174,090,333 | — | $174,090,333 |
| 32 | Custos Family Office LLC | $1,201,491 | $174,246,806 | $5,976,792 | $180,223,598 |
| 33 | Cherry Creek Family Offices, LLC | $1,189,031 | $183,424,915 | $671,488,019 | $854,912,934 |
| 34 | Essential Investment Partners, LLC | $755,373 | $185,795,051 | $8,335,817 | $194,130,868 |
| 35 | The Retirement Planning Specialists, LLC | $234,456 | $186,409,500 | $921,197 | $187,330,697 |
| 36 | M & A Consulting Group, LLC | $310,855 | $189,000,000 | — | $189,000,000 |
| 37 | Peak Financial Advisors, LLC | $514,642 | $192,780,051 | $210,675 | $192,990,726 |
| 38 | Keystone Financial Services | $949,934 | $197,586,363 | — | $197,586,363 |
| 39 | Rosecap Investment Advisors, LLC | $318,891 | $200,713,062 | $15,495,373 | $216,208,435 |
| 40 | Cherry Creek Investment Advisors Inc | $868,815 | $204,171,457 | — | $204,171,457 |
| 41 | All Season Financial Advisors, Inc. | $273,706 | $204,731,971 | — | $204,731,971 |
| 42 | Wealth Management Consultants Colorado, LLC | $1,381,477 | $205,840,046 | — | $205,840,046 |
| 43 | IWP Wealth Management LLC | $43,156,416 | $211,255,160 | $1,903,409,216 | $2,114,664,376 |
| 44 | Causey Demgen & Moore P.C. | $631,981 | $215,626,621 | $37,797,599 | $253,424,220 |
| 45 | Rainsberger Wealth Advisors, Inc. | $312,886 | $230,955,030 | $17,476,193 | $248,431,223 |
| 46 | Helm Investment Management, LLC | $470,125 | $247,285,624 | — | $247,285,624 |
| 47 | Wakefield Wealth Management, LLLP | $617,950 | $249,512,557 | $75,528,991 | $325,041,548 |
| 48 | G&S Capital LLC | $289,570 | $259,744,612 | — | $259,744,612 |
| 49 | Harbor Financial Group, Inc. | $360,938 | $271,431,500 | $4,324,900 | $275,756,400 |
| 50 | JFG Wealth Management, LLC | $1,190,088 | $306,790,199 | $1,442,468 | $308,232,667 |
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 Carline Murphy.
*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.
