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
2Colorado Financial Management$518,995$1,563,570,133$6,390,973$1,569,961,106
3Rocky Mountain Advisers$5,440,614$1,376,255,531$219,915$1,376,475,446
4Obermeyer Wood Investment Counsel, LLP$695,189$1,346,580,140$1,346,580,140
5GHP Investment Advisors Inc$367,874$1,265,249,918$12,007,390$1,277,257,308
6BSW Wealth Partners$420,540$1,023,403,497$48,973,263$1,072,376,760
7Private Capital Management, LLC$370,330$1,001,371,294$1,001,371,294
8Johnson Financial Group$1,816,637$636,302,061$313,798,974$950,101,035
9Syntrinsic Investment Counsel$2,152,829$532,692,429$352,120,112$884,812,541
10The Institute$227,829$758,957,510$82,413,558$841,371,068
11Cherry Creek Family Offices$1,142,388$157,670,049$669,419,005$827,089,054
12Paragon Capital Management$1,244,914$737,881,134$78,782,281$816,663,415
13Sharkey Howes & Javer Inc$255,479$598,415,975$112,071,405$710,487,380
14Cardan Capital Partners, LLC$373,890$666,201,989$36,336,529$702,538,518
15Investment Security Group, Inc.$277,053$617,550,621$617,550,621
16Shine Investment Advisory Services Inc$406,033$586,540,134$7,080,211$593,620,345
17Janiczek Wealth Management$541,150$564,419,311$564,419,311
18Schaefer Financial Management, Inc.$358,997$554,290,947$554,290,947
19Peak Asset Management$547,589$506,125,268$21,750,459$527,875,727
20Colorado Capital Management$418,013$308,075,330$308,075,330
21Obermeyer Wood Investment Counsel, Lllp$333,825$302,779,262$302,779,262
22Johnston & Associates Inc$1,888,310$116,412,013$153,616,269$270,028,282
23Transitions Wealth Management$251,510$255,785,641$255,785,641
24IWP Wealth - Private Client Advisors$3,071,263$137,809,000$107,892,000$245,701,000
25Peak Capital Management$692,181$242,263,409$242,263,409
26Noven Financial Group, Inc.$274,775$212,299,971$26,754,609$239,054,580
27Bason Asset Management$495,366$233,218,000$5,053,000$238,271,000
28Mountain Capital Investment Advisors Inc$190,023$226,507,110$226,507,110
29Causey Demgen & Moore P.C.$690,330$203,358,452$11,334,162$214,692,614
30G&S Capital LLC$244,249$209,321,300$209,321,300
31Wambolt & Associates$218,498$199,270,266$199,270,266
32Helm Investment Management$442,602$199,171,104$199,171,104
33Rainsberger Wealth Advisors$277,730$169,179,374$16,066,608$185,245,982
34Highwater Wealth Management LLC$850,374$175,576,470$5,553,263$181,129,733
35Harbor Financial Group$292,183$171,342,400$1,629,900$172,972,300
36All Season Financial Advisors, Inc.$223,792$168,738,867$168,738,867
37Jenkins Wealth$159,870$166,264,533$166,264,533
38Wealth Management Consultants Colorado, LLC$1,065,264$153,398,023$153,398,023
39J.F. Williams Co., Inc.$344,746$149,619,602$149,619,602
40Peak Financial Advisors$414,776$147,804,051$270,977$148,075,028
41Financially Speaking Inc$231,548$142,583,891$3,754,132$146,338,023
42Cherry Creek Investment Advisors Inc$828,571$145,000,000$145,000,000
43LotusGroup Advisors$200,832$74,704,187$67,886,856$142,591,043
44The Retirement Planning Specialists, LLC$194,308$137,570,313$137,570,313
45Cornerstone Investment Advisors$337,406$71,027,273$66,297,107$137,324,380
46Panoramic Investment Advisors$252,414$134,536,825$134,536,825
47AdviserSource.com$161,431$111,363,178$21,978,683$133,341,861
48Essential Investment Partners, LLC$604,878$124,270,375$6,383,258$130,653,633
49Callahan Capital Management$111,695$127,421,539$1,362,609$128,784,148
50Ludwick & Shirman$267,320$123,769,216$123,769,216
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Showing 1 to 50 of 57 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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