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$44,741,082$71,408,011$1,584,012,027$1,655,420,038
2Obermeyer Wood Investment Counsel, LLP$803,432$1,567,496,495$0$1,567,496,495
3Colorado Financial Management$1,936,295$1,446,920,744$3,363,927$1,450,284,671
4Rocky Mountain Advisers$6,865,906$1,448,209,654$496,468$1,448,706,122
5GHP Investment Advisors Inc$477,211$1,238,672,349$15,438,367$1,254,110,716
6Private Capital Management, LLC$379,545$1,140,658,218$252,905$1,140,911,123
7BSW Wealth Partners$433,864$919,247,278$31,782,578$951,029,856
8Syntrinsic Investment Counsel$2,254,981$556,983,711$372,068,383$929,052,094
9The Institute$258,940$825,304,312$100,923,156$926,227,468
10Cherry Creek Family Offices$1,150,461$0$846,739,650$846,739,650
11Johnson Financial Group$1,835,152$503,654,515$318,493,649$822,148,164
12Paragon Capital Management$1,349,549$749,626,894$72,248,610$821,875,504
13Sharkey Howes & Javer Inc$275,263$645,477,627$139,572,760$785,050,387
14Cardan Capital Partners, LLC$396,441$701,692,376$404,028$702,096,404
15Investment Security Group, Inc.$271,230$656,882,922$12,240,369$669,123,291
16Shine Investment Advisory Services Inc$464,660$623,870,973$8,995,491$632,866,464
17Schaefer Financial Management, Inc.$411,536$0$605,369,439$605,369,439
18Peak Asset Management$561,453$509,976,968$22,841,893$532,818,861
19Janiczek Wealth Management$529,197$515,967,014$0$515,967,014
20Weatherstone Capital Management$191,590$436,996,616$3,085,045$440,081,661
21Colorado Capital Management$472,252$354,188,753$0$354,188,753
22Johnston & Associates Inc$1,928,128$125,450,500$156,056,247$281,506,747
23Peak Capital Management$375,300$272,842,961$0$272,842,961
24Transitions Wealth Management$307,211$262,665,438$0$262,665,438
25Noven Financial Group, Inc.$262,618$204,917,099$34,853,515$239,770,614
26G&S Capital LLC$266,608$219,151,500$0$219,151,500
27IWP Wealth - Private Client Advisors$3,157,941$129,740,000$85,000,000$214,740,000
28Causey Demgen & Moore P.C.$690,330$203,358,452$11,334,162$214,692,614
29Bason Asset Management$495,088$204,548,661$3,388,339$207,937,000
30Helm Investment Management$1,829,933$204,952,474$0$204,952,474
31Rainsberger Wealth Advisors$298,731$168,199,852$33,144,766$201,344,618
32Mountain Capital Investment Advisors Inc$233,918$200,000,000$0$200,000,000
33Wambolt & Associates$238,006$190,340,979$540,000$190,880,979
34Highwater Wealth Management LLC$380,395$186,488,792$2,567,361$189,056,153
35Harbor Financial Group$332,849$175,314,300$3,425,400$178,739,700
36All Season Financial Advisors, Inc.$238,541$167,694,395$0$167,694,395
37Cherry Creek Investment Advisors Inc$825,000$165,000,000$0$165,000,000
38Wealth Management Consultants Colorado, LLC$1,166,173$163,264,218$0$163,264,218
39Cornerstone Investment Advisors$386,328$89,468,993$68,539,201$158,008,194
40J.F. Williams Co., Inc.$380,697$0$152,659,647$152,659,647
41Peak Financial Advisors$429,882$150,079,410$379,374$150,458,784
42Financially Speaking Inc$236,578$145,595,028$3,921,998$149,517,026
43CAM Investor Solutions$269,811$148,666,000$0$148,666,000
45Jenkins Wealth$324,149$145,542,898$0$145,542,898
46The Retirement Planning Specialists, LLC$215,747$136,783,507$0$136,783,507
47Petra Financial Advisors Inc$228,778$132,462,648$0$132,462,648
48Custom Portfolio Group$401,153$120,015,854$9,957,688$129,973,542
49Callahan Capital Management$118,013$128,633,510$1,298,481$129,931,991
50Vanguard Capital$299,480$129,675,000$0$129,675,000
Next Page »

Showing 1 to 50 of 61 entries

Page 1 | 2

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 2,172 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2018. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2017, (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 11, 2018.


Hi! Glad you're here and we hope you like all the great work we do here at InvestmentNews. But what we do is expensive and is funded in part by our sponsors. So won't you show our sponsors a little love by whitelisting investmentnews.com? It'll help us continue to serve you.

Yes, show me how to whitelist investmentnews.com

Ad blocker detected. Please whitelist us or give premium a try.