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.

Filters

# of employees

MinMax

High-net-worth client assets

Total AUM

MinMax

Total accounts

MinMax

Discretionary AUM

MinMax

Avg. discretionary account AUM

MinMax

Non-discretionary AUM

MinMax

Non-discretionary accounts

MinMax

Average non-discretionary account AUM

MinMax

Avg. account AUM

MinMax
Rank Business Name Avg. account AUM Discretionary AUM Non-discretionary AUM Total AUM
1J.F. Williams Co., Inc.$430,169$194,006,362$194,006,362
2Schaefer Financial Management, Inc.$403,191$672,523,282$672,523,282
3Integrated Financial Planning, P.C.$238,455$143,073,045$143,073,045
4Lotusgroup Advisors, LLC$115,307$73,618,701$86,196,459$159,815,160
5Cornerstone Investment Advisors, LLC$401,135$83,054,834$80,608,097$163,662,931
6Maddock Financial, LLC$1,268,654$93,644,562$26,877,580$120,522,142
7The Wealth Conservancy, Inc.$564,892$96,388,598$29,582,424$125,971,022
8CDKV Holdings LLC$436,498$107,324,771$490,271$107,815,042
9Genereux Investment Management, Inc.$380,119$112,895,361$112,895,361
10Altius Financial, Inc.$241,260$116,287,379$116,287,379
11SUMMIT WEALTH ADVISORS, INC.$241,576$118,142,290$5,061,430$123,203,720
12Bonfire Financial, LLC$289,597$119,201,756$3,297,968$122,499,724
13Season Investments, LLC$438,630$125,099,645$26,666,205$151,765,850
14FFG Retirement Advisors LLC$236,658$125,665,486$125,665,486
15The Holben Group, LLC$229,656$127,000,000$127,000,000
16JHP Wealth Management, LLC$574,970$128,218,290$128,218,290
17Vital Investment Management LLC$270,158$128,237,413$897,875$129,135,288
18Pinnacle Wealth Management, Inc.$178,942$128,618,869$1,114,304$129,733,173
19Alpha Capital Family Office, LLC$290,955$136,295,788$3,653,349$139,949,137
20Johnston James M & Associates Inc$1,672,975$136,809,431$117,482,710$254,292,141
21Integrity Wealth Solutions LLC$387,863$137,691,389$137,691,389
22Mueller Financial Solutions Co.$563,966$143,912,774$6,666,175$150,578,949
23Custom Portfolio Group LLC$1,850,698$146,145,110$11,164,210$157,309,320
24Highpass Asset Management LLC$791,754$150,433,315$150,433,315
25Kilterhowling LLC$314,407$151,831,023$11,974,768$163,805,791
26Callahan Capital Management Inc$128,369$152,162,211$1,880,694$154,042,905
27Boulder Wealth Advisors, LLC$317,592$156,255,111$156,255,111
28Wealth Legacy Institute, Inc.$328,245$160,840,035$160,840,035
29Financially Speaking Inc$283,167$163,926,735$3,141,644$167,068,379
30Whipplewood Advisors, LLC$550,669$163,964,679$2,887,951$166,852,630
31Panoramic Investment Advisors, LLC$257,572$166,906,372$166,906,372
32IWP Wealth Pca LLC$588,081$171,195,857$298,680,696$469,876,553
33Aspen Wealth Strategies, LLC$225,630$173,120,073$10,994,139$184,114,212
34Petra Financial Advisors Inc$327,237$174,090,333$174,090,333
35Custos Family Office LLC$1,201,491$174,246,806$5,976,792$180,223,598
36Cherry Creek Family Offices, LLC$1,189,031$183,424,915$671,488,019$854,912,934
37Essential Investment Partners, LLC$755,373$185,795,051$8,335,817$194,130,868
38The Retirement Planning Specialists, LLC$234,456$186,409,500$921,197$187,330,697
39M & A Consulting Group, LLC$310,855$189,000,000$189,000,000
40Peak Financial Advisors, LLC$514,642$192,780,051$210,675$192,990,726
41Keystone Financial Services$949,934$197,586,363$197,586,363
42Rosecap Investment Advisors, LLC$318,891$200,713,062$15,495,373$216,208,435
43Cherry Creek Investment Advisors Inc$868,815$204,171,457$204,171,457
44All Season Financial Advisors, Inc.$273,706$204,731,971$204,731,971
45Wealth Management Consultants Colorado, LLC$1,381,477$205,840,046$205,840,046
46IWP Wealth Management LLC$43,156,416$211,255,160$1,903,409,216$2,114,664,376
47Causey Demgen & Moore P.C.$631,981$215,626,621$37,797,599$253,424,220
48Rainsberger Wealth Advisors, Inc.$312,886$230,955,030$17,476,193$248,431,223
49Jenkins Wealth$191,290$243,892,551$384,820$244,277,371
50Helm Investment Management, LLC$470,125$247,285,624$247,285,624
Next Page »

Showing 1 to 50 of 85 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 Carline Murphy.

*Methodology:InvestmentNews qualified firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2020. 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) nor one who is an insurance company or agency.

Database last updated on June, 2020.