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 | Helm Investment Management, LLC | $470,125 | $247,285,624 | — | $247,285,624 |
| 2 | Triumph Capital Management | $109,422 | $372,911,856 | — | $372,911,856 |
| 3 | All Season Financial Advisors, Inc. | $273,706 | $204,731,971 | — | $204,731,971 |
| 4 | Wealth Legacy Institute, Inc. | $328,245 | $160,840,035 | — | $160,840,035 |
| 5 | Platte River Wealth Advisors, LLC | $2,077,651 | $427,996,168 | — | $427,996,168 |
| 6 | Northstar Investment Advisors LLC | $947,034 | $903,470,642 | — | $903,470,642 |
| 7 | Cardan Capital Partners, LLC | $450,317 | $992,498,537 | — | $992,498,537 |
| 8 | Boulder Wealth Advisors, LLC | $317,592 | $156,255,111 | — | $156,255,111 |
| 9 | Petra Financial Advisors Inc | $327,237 | $174,090,333 | — | $174,090,333 |
| 10 | Keystone Financial Services | $949,934 | $197,586,363 | — | $197,586,363 |
| 11 | JHP Wealth Management, LLC | $574,970 | $128,218,290 | — | $128,218,290 |
| 12 | Janiczek Wealth Management, LLC | $716,253 | $780,000,000 | — | $780,000,000 |
| 13 | Wealth Management Consultants Colorado, LLC | $1,381,477 | $205,840,046 | — | $205,840,046 |
| 14 | G&S Capital LLC | $289,570 | $259,744,612 | — | $259,744,612 |
| 15 | Integrity Wealth Solutions LLC | $387,863 | $137,691,389 | — | $137,691,389 |
| 16 | FFG Retirement Advisors LLC | $236,658 | $125,665,486 | — | $125,665,486 |
| 17 | M & A Consulting Group, LLC | $310,855 | $189,000,000 | — | $189,000,000 |
| 18 | Investment Security Group, Inc. | $299,974 | $798,230,467 | — | $798,230,467 |
| 19 | The Holben Group, LLC | $229,656 | $127,000,000 | — | $127,000,000 |
| 20 | Wealthgate Family Office LLC | $7,329,031 | $769,548,212 | — | $769,548,212 |
| 21 | Wambolt & Associates, LLC | $261,056 | $327,625,599 | — | $327,625,599 |
| 22 | Cherry Creek Investment Advisors Inc | $868,815 | $204,171,457 | — | $204,171,457 |
| 23 | Genereux Investment Management, Inc. | $380,119 | $112,895,361 | — | $112,895,361 |
| 24 | Highpass Asset Management LLC | $791,754 | $150,433,315 | — | $150,433,315 |
| 25 | Sharkey Howes & Javer Inc | $288,413 | $769,485,101 | — | $769,485,101 |
| 26 | Panoramic Investment Advisors, LLC | $257,572 | $166,906,372 | — | $166,906,372 |
| 27 | Mattern Capital Management, LLC | $542,101 | $577,879,545 | — | $577,879,545 |
| 28 | Transitions Wealth Management, LLC | $941,127 | $348,216,975 | — | $348,216,975 |
| 29 | Obermeyer Wood Investment Counsel, LLLP | $956,201 | $1,956,386,999 | — | $1,956,386,999 |
| 30 | Peak Financial Advisors, LLC | $514,642 | $192,780,051 | $210,675 | $192,990,726 |
| 31 | Private Capital Management, LLC | $458,216 | $1,311,639,564 | $232,994 | $1,311,872,558 |
| 32 | CDKV Holdings LLC | $436,498 | $107,324,771 | $490,271 | $107,815,042 |
| 33 | Financial Security Management, Inc | $172,070 | $332,353,365 | $773,913 | $333,127,278 |
| 34 | Vital Investment Management LLC | $270,158 | $128,237,413 | $897,875 | $129,135,288 |
| 35 | The Retirement Planning Specialists, LLC | $234,456 | $186,409,500 | $921,197 | $187,330,697 |
| 36 | JFG Wealth Management, LLC | $1,190,088 | $306,790,199 | $1,442,468 | $308,232,667 |
| 37 | Callahan Capital Management Inc | $128,369 | $152,162,211 | $1,880,694 | $154,042,905 |
| 38 | Whipplewood Advisors, LLC | $550,669 | $163,964,679 | $2,887,951 | $166,852,630 |
| 39 | Bonfire Financial, LLC | $289,597 | $119,201,756 | $3,297,968 | $122,499,724 |
| 40 | Alpha Capital Family Office, LLC | $290,955 | $136,295,788 | $3,653,349 | $139,949,137 |
| 41 | Harbor Financial Group, Inc. | $360,938 | $271,431,500 | $4,324,900 | $275,756,400 |
| 42 | SUMMIT WEALTH ADVISORS, INC. | $241,576 | $118,142,290 | $5,061,430 | $123,203,720 |
| 43 | Custos Family Office LLC | $1,201,491 | $174,246,806 | $5,976,792 | $180,223,598 |
| 44 | Mueller Financial Solutions Co. | $563,966 | $143,912,774 | $6,666,175 | $150,578,949 |
| 45 | Bason Asset Management LLC | $686,874 | $432,672,889 | $6,926,604 | $439,599,493 |
| 46 | The Millstone Evans Group, LLC | $386,084 | $643,343,904 | $7,207,239 | $650,551,143 |
| 47 | BSW Wealth Partners, Inc., A Public Benefit Corporation | $501,831 | $1,508,512,895 | $7,519,184 | $1,516,032,079 |
| 48 | SHINE WEALTH PARTNERS | $462,480 | $712,850,449 | $7,693,209 | $720,543,658 |
| 49 | Essential Investment Partners, LLC | $755,373 | $185,795,051 | $8,335,817 | $194,130,868 |
| 50 | GHP Investment Advisors Inc | $1,909,603 | $1,734,812,803 | $10,564,180 | $1,745,376,983 |
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.
