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 |
|---|---|---|---|---|---|
| 1 | Iwp Wealth Management Llc | $40,630,500 | $188,973,019 | $1,842,551,958 | $2,031,524,977 |
| 2 | Colorado Financial Management Llc | $570,961 | $1,561,160,490 | $15,834,136 | $1,576,994,626 |
| 3 | Ghp Investment Advisors Inc | $517,625 | $1,527,308,746 | $12,107,036 | $1,539,415,782 |
| 4 | Obermeyer Wood Investment Counsel, Lllp | $797,674 | $1,536,320,760 | — | $1,536,320,760 |
| 5 | Bsw Wealth Partners | $440,572 | $1,230,087,897 | $7,037,673 | $1,237,125,570 |
| 6 | Private Capital Management, Llc | $468,624 | $1,225,794,343 | $124,975 | $1,225,919,318 |
| 7 | Johnson Financial Group Llc | $2,051,827 | $920,565,791 | $201,783,806 | $1,122,349,597 |
| 8 | Syntrinsic Investment Counsel, Llc. | $2,920,204 | $786,789,611 | $325,808,056 | $1,112,597,667 |
| 9 | Paragon Capital Management | $1,491,853 | $843,781,014 | $119,955,716 | $963,736,730 |
| 10 | Cardan Capital Partners, Llc | $427,107 | $888,740,839 | $52,603,263 | $941,344,102 |
| 11 | Cherry Creek Family Offices | $1,223,828 | $183,665,870 | $681,580,406 | $865,246,276 |
| 12 | Northstar Investment Advisors Llc | $979,800 | $843,607,987 | — | $843,607,987 |
| 13 | Sharkey Howes & Javer Inc | $288,746 | $694,486,397 | $111,403,085 | $805,889,482 |
| 14 | Sharkey Howes & Javer Inc | $288,746 | $694,486,397 | $111,403,085 | $805,889,482 |
| 15 | Schoolcraft Capital Llc | $6,810,827 | $695,386,462 | $67,426,117 | $762,812,579 |
| 16 | Investment Security Group, Inc. | $302,356 | $742,888,185 | — | $742,888,185 |
| 17 | Shine Wealth Partners | $462,480 | $712,850,449 | $7,693,209 | $720,543,658 |
| 18 | The Institute | $301,879 | $660,076,000 | $134,000 | $660,210,000 |
| 19 | Schaefer Financial Management, Inc. | $414,881 | — | $658,001,811 | $658,001,811 |
| 20 | Peak Asset Management, Llc | $614,063 | $595,876,445 | $24,327,159 | $620,203,604 |
| 21 | Janiczek Wealth Management | $574,967 | $599,690,523 | — | $599,690,523 |
| 22 | Mattern Capital Management, Llc | $511,606 | $506,489,880 | — | $506,489,880 |
| 23 | Colorado Capital Management | $520,181 | $403,140,066 | — | $403,140,066 |
| 24 | Platte River Wealth Advisors, Llc | $2,181,446 | $373,027,329 | — | $373,027,329 |
| 25 | Jupiter Wealth Management, Llc | $1,485,610 | $334,507,783 | $33,923,541 | $368,431,324 |
| 26 | Triumph Capital Management | $105,746 | $345,895,106 | — | $345,895,106 |
| 27 | Vista Private Wealth Partners Llc | $690,621 | $340,476,023 | — | $340,476,023 |
| 28 | Bason Asset Management | $644,711 | $326,492,000 | $6,179,000 | $332,671,000 |
| 29 | Kozak & Associates, Inc. | $207,505 | $320,803,081 | — | $320,803,081 |
| 30 | Noven Financial Group, Inc. | $310,319 | $272,586,646 | $25,940,659 | $298,527,305 |
| 31 | Wakefield Wealth Management, Lllp | $548,278 | $223,886,000 | $67,798,000 | $291,684,000 |
| 32 | Iwp Wealth - Private Client Advisors | $3,564,233 | $162,164,574 | $122,974,040 | $285,138,614 |
| 33 | Wambolt & Associates, Llc | $239,808 | $276,258,771 | — | $276,258,771 |
| 34 | Johnston & Associates Inc | $1,754,285 | $130,785,272 | $127,094,614 | $257,879,886 |
| 35 | Transitions Wealth Management, Llc | $251,510 | $255,785,641 | — | $255,785,641 |
| 36 | Financial Security Management, Inc | $140,949 | $254,201,193 | $71,359 | $254,272,552 |
| 37 | G&S Capital Llc | $261,915 | $235,723,600 | — | $235,723,600 |
| 38 | Harbor Financial Group, Inc. | $327,704 | $222,205,600 | $5,221,000 | $227,426,600 |
| 39 | Helm Investment Management, Llc | $466,315 | $226,162,791 | — | $226,162,791 |
| 40 | Causey Demgen & Moore P.C. | $668,001 | $213,523,606 | $6,248,644 | $219,772,250 |
| 41 | Jenkins Wealth | $215,215 | $211,154,429 | $2,123,473 | $213,277,902 |
| 42 | Jfg Wealth Management, Llc | $1,088,054 | $208,757,623 | $4,500,873 | $213,258,496 |
| 43 | Rainsberger Wealth Advisors | $291,127 | $194,389,420 | $16,968,914 | $211,358,334 |
| 44 | All Season Financial Advisors, Inc. | $248,035 | $192,908,145 | $2,791,110 | $195,699,255 |
| 45 | Wealth Management Consultants Colorado, Llc | $1,297,005 | $178,986,693 | — | $178,986,693 |
| 46 | J.F. Williams Co., Inc. | $394,445 | — | $178,683,528 | $178,683,528 |
| 47 | Cherry Creek Investment Advisors Inc | $880,000 | $176,000,000 | — | $176,000,000 |
| 48 | The Retirement Planning Specialists, Llc | $216,064 | $165,072,569 | — | $165,072,569 |
| 49 | Peak Financial Advisors | $457,051 | $163,404,564 | $219,580 | $163,624,144 |
| 50 | Petra Financial Advisors Inc | $298,860 | $158,993,379 | — | $158,993,379 |
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.
