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
1All Season Financial Advisors, Inc.$273,706$204,731,971$204,731,971
2Alpha Capital Family Office, LLC$290,955$136,295,788$3,653,349$139,949,137
3Aspen Wealth Strategies, LLC$225,630$173,120,073$10,994,139$184,114,212
4Bason Asset Management LLC$686,874$432,672,889$6,926,604$439,599,493
5Bonfire Financial, LLC$289,597$119,201,756$3,297,968$122,499,724
6Boulder Wealth Advisors, LLC$317,592$156,255,111$156,255,111
7BSW Wealth Partners, Inc., A Public Benefit Corporation$501,831$1,508,512,895$7,519,184$1,516,032,079
8Callahan Capital Management Inc$128,369$152,162,211$1,880,694$154,042,905
9Cardan Capital Partners, LLC$450,317$992,498,537$992,498,537
10Causey Demgen & Moore P.C.$631,981$215,626,621$37,797,599$253,424,220
11CDKV Holdings LLC$436,498$107,324,771$490,271$107,815,042
12Cherry Creek Family Offices, LLC$1,189,031$183,424,915$671,488,019$854,912,934
13Cherry Creek Investment Advisors Inc$868,815$204,171,457$204,171,457
14Colorado Capital Management, Inc.$514,104$428,577,298$17,150,575$445,727,873
15Cornerstone Investment Advisors, LLC$401,135$83,054,834$80,608,097$163,662,931
16Custom Portfolio Group LLC$1,850,698$146,145,110$11,164,210$157,309,320
17Custos Family Office LLC$1,201,491$174,246,806$5,976,792$180,223,598
18Essential Investment Partners, LLC$755,373$185,795,051$8,335,817$194,130,868
19FFG Retirement Advisors LLC$236,658$125,665,486$125,665,486
20Financial Security Management, Inc$172,070$332,353,365$773,913$333,127,278
21G&S Capital LLC$289,570$259,744,612$259,744,612
22Genereux Investment Management, Inc.$380,119$112,895,361$112,895,361
23GHP Investment Advisors Inc$1,909,603$1,734,812,803$10,564,180$1,745,376,983
24Harbor Financial Group, Inc.$360,938$271,431,500$4,324,900$275,756,400
25Helm Investment Management, LLC$470,125$247,285,624$247,285,624
26Highpass Asset Management LLC$791,754$150,433,315$150,433,315
27Integrated Financial Planning, P.C.$238,455$143,073,045$143,073,045
28Integrity Wealth Solutions LLC$387,863$137,691,389$137,691,389
29Investment Security Group, Inc.$299,974$798,230,467$798,230,467
30IWP Wealth Management LLC$43,156,416$211,255,160$1,903,409,216$2,114,664,376
31IWP Wealth Pca LLC$588,081$171,195,857$298,680,696$469,876,553
32J.F. Williams Co., Inc.$430,169$194,006,362$194,006,362
33Janiczek Wealth Management, LLC$716,253$780,000,000$780,000,000
34JFG Wealth Management, LLC$1,190,088$306,790,199$1,442,468$308,232,667
35JHP Wealth Management, LLC$574,970$128,218,290$128,218,290
36Johnson Financial Group LLC$2,183,654$1,162,313,124$178,450,424$1,340,763,548
37Johnston James M & Associates Inc$1,672,975$136,809,431$117,482,710$254,292,141
38Jupiter Wealth Management, LLC$1,540,613$350,964,306$29,567,024$380,531,330
39Keystone Financial Services$949,934$197,586,363$197,586,363
40Kilterhowling LLC$314,407$151,831,023$11,974,768$163,805,791
41Kozak & Tripp Private Asset Management, Inc.$266,299$406,798,739$27,268,008$434,066,747
42Lotusgroup Advisors, LLC$115,307$73,618,701$86,196,459$159,815,160
43M & A Consulting Group, LLC$310,855$189,000,000$189,000,000
44Maddock Financial, LLC$1,268,654$93,644,562$26,877,580$120,522,142
45Mattern Capital Management, LLC$542,101$577,879,545$577,879,545
46MERCER GLOBAL ADVISORS INC.$484,544$15,278,918,122$570,047,462$15,848,965,584
47Mueller Financial Solutions Co.$563,966$143,912,774$6,666,175$150,578,949
48Northstar Investment Advisors LLC$947,034$903,470,642$903,470,642
49Obermeyer Wood Investment Counsel, LLLP$956,201$1,956,386,999$1,956,386,999
50Panoramic Investment Advisors, LLC$257,572$166,906,372$166,906,372
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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.