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
1THE WEALTH CONSERVANCY, INC.$488,409$77,524,567$27,971,751$105,496,318
2JHP WEALTH MANAGEMENT, LLC$1,615,534$108,240,788$108,240,788
3THE HOLBEN GROUP, LLC$275,000$110,000,000$110,000,000
4VITAL INVESTMENT MANAGEMENT LLC$275,298$108,440,291$1,954,128$110,394,419
5BONFIRE FINANCIAL, LLC$281,744$108,098,067$3,190,915$111,288,982
6HIGHPASS ASSET MANAGEMENT LLC$655,499$111,434,816$111,434,816
7KILTERHOWLING LLC$282,841$120,773,032$120,773,032
8INTEGRATED FINANCIAL PLANNING, P.C.$242,761$121,865,835$121,865,835
9SUMMIT WEALTH ADVISORS, INC.$241,576$118,142,290$5,061,430$123,203,720
10CUSTOS FAMILY OFFICE LLC$1,114,771$121,240,036$5,843,825$127,083,861
11CUSTOM PORTFOLIO GROUP$395,093$126,330,391$11,161,971$137,492,362
12LUDWICK & SHIRMAN$362,008$139,734,928$139,734,928
13CALLAHAN CAPITAL MANAGEMENT$120,101$139,612,238$1,626,373$141,238,611
14ALPHA CAPITAL FAMILY OFFICE, LLC$378,244$138,481,246$2,981,846$141,463,092
15ESSENTIAL INVESTMENT PARTNERS, LLC$602,202$138,932,809$7,402,364$146,335,173
16PANORAMIC INVESTMENT ADVISORS$553,181$146,592,906$146,592,906
17WEALTH LEGACY INSTITUTE, INC.$318,565$146,858,679$146,858,679
18ROSECAP INVESTMENT ADVISORS, LLC$275,362$151,780,000$220,000$152,000,000
19CORNERSTONE INVESTMENT ADVISORS, LLC$380,003$78,139,890$75,761,291$153,901,181
20PETRA FINANCIAL ADVISORS INC$298,860$158,993,379$158,993,379
21PEAK FINANCIAL ADVISORS$457,051$163,404,564$219,580$163,624,144
22THE RETIREMENT PLANNING SPECIALISTS, LLC$216,064$165,072,569$165,072,569
23CHERRY CREEK INVESTMENT ADVISORS INC$880,000$176,000,000$176,000,000
24J.F. WILLIAMS CO., INC.$394,445$178,683,528$178,683,528
25WEALTH MANAGEMENT CONSULTANTS COLORADO, LLC$1,297,005$178,986,693$178,986,693
26ALL SEASON FINANCIAL ADVISORS, INC.$248,035$192,908,145$2,791,110$195,699,255
27RAINSBERGER WEALTH ADVISORS$291,127$194,389,420$16,968,914$211,358,334
28JFG WEALTH MANAGEMENT, LLC$1,088,054$208,757,623$4,500,873$213,258,496
29HELM INVESTMENT MANAGEMENT, LLC$466,315$226,162,791$226,162,791
30HARBOR FINANCIAL GROUP, INC.$327,704$222,205,600$5,221,000$227,426,600
31G&S CAPITAL LLC$261,915$235,723,600$235,723,600
32CAUSEY DEMGEN & MOORE P.C.$631,981$215,626,621$37,797,599$253,424,220
33JOHNSTON & ASSOCIATES INC$1,754,285$130,785,272$127,094,614$257,879,886
34WAMBOLT & ASSOCIATES, LLC$239,808$276,258,771$276,258,771
35WEALTHGATE FAMILY OFFICE LLC$7,207,893$281,107,833$281,107,833
36IWP WEALTH - PRIVATE CLIENT ADVISORS$3,564,233$162,164,574$122,974,040$285,138,614
37WAKEFIELD WEALTH MANAGEMENT, LLLP$548,278$223,886,000$67,798,000$291,684,000
38TRANSITIONS WEALTH MANAGEMENT, LLC$285,456$303,440,173$303,440,173
39KOZAK & ASSOCIATES, INC.$207,505$320,803,081$320,803,081
40BASON ASSET MANAGEMENT$644,711$326,492,000$6,179,000$332,671,000
41VISTA PRIVATE WEALTH PARTNERS LLC$690,621$340,476,023$340,476,023
42TRIUMPH CAPITAL MANAGEMENT$105,746$345,895,106$345,895,106
43JUPITER WEALTH MANAGEMENT, LLC$1,485,610$334,507,783$33,923,541$368,431,324
44PLATTE RIVER WEALTH ADVISORS, LLC$1,982,656$392,565,835$392,565,835
45COLORADO CAPITAL MANAGEMENT$520,181$403,140,066$403,140,066
46MATTERN CAPITAL MANAGEMENT, LLC$511,606$506,489,880$506,489,880
47JANICZEK WEALTH MANAGEMENT$574,967$599,690,523$599,690,523
48PEAK ASSET MANAGEMENT, LLC$614,063$595,876,445$24,327,159$620,203,604
49SCHAEFER FINANCIAL MANAGEMENT, INC.$414,881$658,001,811$658,001,811
50SHINE WEALTH PARTNERS$462,480$712,850,449$7,693,209$720,543,658
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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.