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
1Bason Asset Management$495,366$233,218,000$5,053,000$238,271,000
2Bsw Wealth Partners$420,540$1,023,403,497$48,973,263$1,072,376,760
3Cardan Capital Partners, Llc$373,890$666,201,989$36,336,529$702,538,518
4Causey Demgen & Moore P.C.$668,001$213,523,606$6,248,644$219,772,250
5Cherry Creek Family Offices$1,142,388$157,670,049$669,419,005$827,089,054
6Cherry Creek Investment Advisors Inc$828,571$145,000,000$145,000,000
7Colorado Capital Management$418,013$308,075,330$308,075,330
8Custom Portfolio Group$1,545,981$116,522,665$7,155,821$123,678,486
9Custos Family Office Llc$1,080,930$111,704,061$7,198,261$118,902,322
10Essential Investment Partners, Llc$604,878$124,270,375$6,383,258$130,653,633
11Helm Investment Management, Llc$442,602$199,171,104$199,171,104
12Iwp Wealth - Private Client Advisors$3,071,263$137,809,000$107,892,000$245,701,000
13Iwp Wealth Management Llc$44,283,216$211,529,898$1,781,214,830$1,992,744,728
14J.F. Williams Co., Inc.$344,746$149,619,602$149,619,602
15Janiczek Wealth Management$541,150$564,419,311$564,419,311
16Jfg Wealth Management, Llc$926,069$101,575,462$62,338,707$163,914,169
17Johnson Financial Group Llc$1,816,637$636,302,061$313,798,974$950,101,035
18Jupiter Wealth Management, Llc$1,252,146$284,256,779$21,266,836$305,523,615
19Mattern Capital Management, Llc$453,383$472,878,077$472,878,077
20Mercer Global Advisors Inc.$372,273$10,323,500,129$363,717,228$10,687,217,357
21Noven Financial Group, Inc.$274,775$212,299,971$26,754,609$239,054,580
22Obermeyer Wood Investment Counsel, LLP$695,189$1,346,580,140$1,346,580,140
23Paragon Capital Management$1,244,914$737,881,134$78,782,281$816,663,415
24Peak Asset Management, Llc$547,589$506,125,268$21,750,459$527,875,727
25Peak Financial Advisors$414,776$147,804,051$270,977$148,075,028
26Platte River Wealth Advisors, Llc$2,459,431$292,672,333$292,672,333
27Rainsberger Wealth Advisors$277,730$169,179,374$16,066,608$185,245,982
28Schaefer Financial Management, Inc.$358,997$554,290,947$554,290,947
29Schoolcraft Capital Llc$4,677,986$388,232,610$42,142,056$430,374,666
30Shine Investment Advisory Services Inc$406,033$586,540,134$7,080,211$593,620,345
31The Wealth Conservancy, Inc.$355,161$77,486,272$24,444,887$101,931,159
32Wealth Legacy Institute, Inc.$257,050$113,101,940$113,101,940
33Wealth Management Consultants Colorado, Llc$1,065,264$153,398,023$153,398,023

Showing 1 to 33 of 33 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 2,298 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of November 1, 2019. 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) not one who is an insurance company or agency.

Database last updated on January 15, 2020.

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