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
1MERCER GLOBAL ADVISORS INC.$484,544$15,278,918,122$570,047,462$15,848,965,584
2Obermeyer Wood Investment Counsel, LLLP$956,201$1,956,386,999$1,956,386,999
3Sargent Bickham Lagudis, LLC$618,445$1,782,233,437$21,151,516$1,803,384,953
4GHP Investment Advisors Inc$1,909,603$1,734,812,803$10,564,180$1,745,376,983
5BSW Wealth Partners, Inc., A Public Benefit Corporation$501,831$1,508,512,895$7,519,184$1,516,032,079
6Private Capital Management, LLC$458,216$1,311,639,564$232,994$1,311,872,558
7Johnson Financial Group LLC$2,183,654$1,162,313,124$178,450,424$1,340,763,548
8Paragon Capital Management$1,636,262$1,000,482,171$115,448,292$1,115,930,463
9Cardan Capital Partners, LLC$450,317$992,498,537$992,498,537
10Northstar Investment Advisors LLC$947,034$903,470,642$903,470,642
11Schoolcraft Capital LLC$5,681,426$798,605,836$70,652,372$869,258,208
12Investment Security Group, Inc.$299,974$798,230,467$798,230,467
13Janiczek Wealth Management, LLC$716,253$780,000,000$780,000,000
14Wealthgate Family Office LLC$7,329,031$769,548,212$769,548,212
15Sharkey Howes & Javer Inc$288,413$769,485,101$769,485,101
16SHINE WEALTH PARTNERS$462,480$712,850,449$7,693,209$720,543,658
17Peak Asset Management, LLC$659,782$700,893,407$28,165,240$729,058,647
18The Millstone Evans Group, LLC$386,084$643,343,904$7,207,239$650,551,143
19Mattern Capital Management, LLC$542,101$577,879,545$577,879,545
20Bason Asset Management LLC$686,874$432,672,889$6,926,604$439,599,493
21Colorado Capital Management, Inc.$514,104$428,577,298$17,150,575$445,727,873
22Platte River Wealth Advisors, LLC$2,077,651$427,996,168$427,996,168
23Kozak & Tripp Private Asset Management, Inc.$266,299$406,798,739$27,268,008$434,066,747
24Triumph Capital Management$109,422$372,911,856$372,911,856
25Jupiter Wealth Management, LLC$1,540,613$350,964,306$29,567,024$380,531,330
26Transitions Wealth Management, LLC$941,127$348,216,975$348,216,975
27Financial Security Management, Inc$172,070$332,353,365$773,913$333,127,278
28Wambolt & Associates, LLC$261,056$327,625,599$327,625,599
29JFG Wealth Management, LLC$1,190,088$306,790,199$1,442,468$308,232,667
30Harbor Financial Group, Inc.$360,938$271,431,500$4,324,900$275,756,400
31G&S Capital LLC$289,570$259,744,612$259,744,612
32Wakefield Wealth Management, LLLP$617,950$249,512,557$75,528,991$325,041,548
33Helm Investment Management, LLC$470,125$247,285,624$247,285,624
34Rainsberger Wealth Advisors, Inc.$312,886$230,955,030$17,476,193$248,431,223
35Causey Demgen & Moore P.C.$631,981$215,626,621$37,797,599$253,424,220
36IWP Wealth Management LLC$43,156,416$211,255,160$1,903,409,216$2,114,664,376
37Wealth Management Consultants Colorado, LLC$1,381,477$205,840,046$205,840,046
38All Season Financial Advisors, Inc.$273,706$204,731,971$204,731,971
39Cherry Creek Investment Advisors Inc$868,815$204,171,457$204,171,457
40Rosecap Investment Advisors, LLC$318,891$200,713,062$15,495,373$216,208,435
41Keystone Financial Services$949,934$197,586,363$197,586,363
42Peak Financial Advisors, LLC$514,642$192,780,051$210,675$192,990,726
43M & A Consulting Group, LLC$310,855$189,000,000$189,000,000
44The Retirement Planning Specialists, LLC$234,456$186,409,500$921,197$187,330,697
45Essential Investment Partners, LLC$755,373$185,795,051$8,335,817$194,130,868
46Cherry Creek Family Offices, LLC$1,189,031$183,424,915$671,488,019$854,912,934
47Custos Family Office LLC$1,201,491$174,246,806$5,976,792$180,223,598
48Petra Financial Advisors Inc$327,237$174,090,333$174,090,333
49Aspen Wealth Strategies, LLC$225,630$173,120,073$10,994,139$184,114,212
50IWP Wealth Pca LLC$588,081$171,195,857$298,680,696$469,876,553
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Showing 1 to 50 of 78 entries

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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 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.