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
51Wakefield Wealth Management, LLLP$617,950$249,512,557$75,528,991$325,041,548
52Sargent Bickham Lagudis, LLC$618,445$1,782,233,437$21,151,516$1,803,384,953
53Causey Demgen & Moore P.C.$631,981$215,626,621$37,797,599$253,424,220
54Peak Asset Management, LLC$659,782$700,893,407$28,165,240$729,058,647
55Bason Asset Management LLC$686,874$432,672,889$6,926,604$439,599,493
56Janiczek Wealth Management, LLC$716,253$780,000,000$780,000,000
57Essential Investment Partners, LLC$755,373$185,795,051$8,335,817$194,130,868
58Highpass Asset Management LLC$791,754$150,433,315$150,433,315
59Cherry Creek Investment Advisors Inc$868,815$204,171,457$204,171,457
60Transitions Wealth Management, LLC$941,127$348,216,975$348,216,975
61Northstar Investment Advisors LLC$947,034$903,470,642$903,470,642
62Keystone Financial Services$949,934$197,586,363$197,586,363
63Obermeyer Wood Investment Counsel, LLLP$956,201$1,956,386,999$1,956,386,999
64Cherry Creek Family Offices, LLC$1,189,031$183,424,915$671,488,019$854,912,934
65JFG Wealth Management, LLC$1,190,088$306,790,199$1,442,468$308,232,667
66Custos Family Office LLC$1,201,491$174,246,806$5,976,792$180,223,598
67Maddock Financial, LLC$1,268,654$93,644,562$26,877,580$120,522,142
68Wealth Management Consultants Colorado, LLC$1,381,477$205,840,046$205,840,046
69Jupiter Wealth Management, LLC$1,540,613$350,964,306$29,567,024$380,531,330
70Paragon Capital Management$1,636,262$1,000,482,171$115,448,292$1,115,930,463
71Johnston James M & Associates Inc$1,672,975$136,809,431$117,482,710$254,292,141
72Custom Portfolio Group LLC$1,850,698$146,145,110$11,164,210$157,309,320
73GHP Investment Advisors Inc$1,909,603$1,734,812,803$10,564,180$1,745,376,983
74Platte River Wealth Advisors, LLC$2,077,651$427,996,168$427,996,168
75Johnson Financial Group LLC$2,183,654$1,162,313,124$178,450,424$1,340,763,548
76Schoolcraft Capital LLC$5,681,426$798,605,836$70,652,372$869,258,208
77Wealthgate Family Office LLC$7,329,031$769,548,212$769,548,212
78IWP Wealth Management LLC$43,156,416$211,255,160$1,903,409,216$2,114,664,376
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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.