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
1IWP Wealth Management$44,283,216$211,529,898$1,781,214,830$1,992,744,728
2Obermeyer Wood Investment Counsel, LLP$695,189$1,346,580,140$1,346,580,140
3BSW Wealth Partners$420,540$1,023,403,497$48,973,263$1,072,376,760
4Johnson Financial Group$1,816,637$636,302,061$313,798,974$950,101,035
5Cherry Creek Family Offices$1,142,388$157,670,049$669,419,005$827,089,054
6Paragon Capital Management$1,244,914$737,881,134$78,782,281$816,663,415
7Cardan Capital Partners, LLC$373,890$666,201,989$36,336,529$702,538,518
8Shine Investment Advisory Services Inc$406,033$586,540,134$7,080,211$593,620,345
9Janiczek Wealth Management$541,150$564,419,311$564,419,311
10Schaefer Financial Management, Inc.$358,997$554,290,947$554,290,947
11Peak Asset Management$547,589$506,125,268$21,750,459$527,875,727
12Colorado Capital Management$418,013$308,075,330$308,075,330
13Obermeyer Wood Investment Counsel, Lllp$333,825$302,779,262$302,779,262
14IWP Wealth - Private Client Advisors$3,071,263$137,809,000$107,892,000$245,701,000
15Noven Financial Group, Inc.$274,775$212,299,971$26,754,609$239,054,580
16Bason Asset Management$495,366$233,218,000$5,053,000$238,271,000
17Causey Demgen & Moore P.C.$690,330$203,358,452$11,334,162$214,692,614
18Helm Investment Management$442,602$199,171,104$199,171,104
19Rainsberger Wealth Advisors$277,730$169,179,374$16,066,608$185,245,982
20Wealth Management Consultants Colorado, LLC$1,065,264$153,398,023$153,398,023
21J.F. Williams Co., Inc.$344,746$149,619,602$149,619,602
22Peak Financial Advisors$414,776$147,804,051$270,977$148,075,028
23Cherry Creek Investment Advisors Inc$828,571$145,000,000$145,000,000
24Essential Investment Partners, LLC$604,878$124,270,375$6,383,258$130,653,633
25Custom Portfolio Group$1,545,981$116,522,665$7,155,821$123,678,486
26Wealth Legacy Institute, Inc.$257,050$113,101,940$113,101,940
27The Wealth Conservancy, Inc.$355,161$77,486,272$24,444,887$101,931,159

Showing 1 to 27 of 27 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 Laura Picariello.

*Methodology:InvestmentNews qualified 2,206 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2019. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2018, (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) not one who is an insurance company or agency.

Database last updated on June 5, 2019.

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