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.

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Rank Business Name Avg. account AUM Discretionary AUM Non-discretionary AUM Total AUM
1MERCER GLOBAL ADVISORS INC.$484,544$15,278,918,122$570,047,462$15,848,965,584
2Obermeyer Wood Investment Counsel, LLLP$956,201$1,956,386,999$1,956,386,999
3Sargent Bickham Lagudis, LLC$618,445$1,782,233,437$21,151,516$1,803,384,953
4GHP Investment Advisors Inc$1,909,603$1,734,812,803$10,564,180$1,745,376,983
5BSW Wealth Partners, Inc., A Public Benefit Corporation$501,831$1,508,512,895$7,519,184$1,516,032,079
6Private Capital Management, LLC$458,216$1,311,639,564$232,994$1,311,872,558
7Johnson Financial Group LLC$2,183,654$1,162,313,124$178,450,424$1,340,763,548
8Paragon Capital Management$1,636,262$1,000,482,171$115,448,292$1,115,930,463
9Cardan Capital Partners, LLC$450,317$992,498,537$992,498,537
10Northstar Investment Advisors LLC$947,034$903,470,642$903,470,642
11Syntrinsic Investment Counsel, LLC.$3,158,975$889,910,494$364,202,449$1,254,112,943
12Schoolcraft Capital LLC$5,681,426$798,605,836$70,652,372$869,258,208
13Investment Security Group, Inc.$299,974$798,230,467$798,230,467
14Janiczek Wealth Management, LLC$716,253$780,000,000$780,000,000
15Wealthgate Family Office LLC$7,329,031$769,548,212$769,548,212
16Sharkey Howes & Javer Inc$288,413$769,485,101$769,485,101
17SHINE WEALTH PARTNERS$462,480$712,850,449$7,693,209$720,543,658
18Peak Asset Management, LLC$659,782$700,893,407$28,165,240$729,058,647
19The Millstone Evans Group, LLC$386,084$643,343,904$7,207,239$650,551,143
20Mattern Capital Management, LLC$542,101$577,879,545$577,879,545
21Bason Asset Management LLC$686,874$432,672,889$6,926,604$439,599,493
22Colorado Capital Management, Inc.$514,104$428,577,298$17,150,575$445,727,873
23Platte River Wealth Advisors, LLC$2,077,651$427,996,168$427,996,168
24Kozak & Tripp Private Asset Management, Inc.$266,299$406,798,739$27,268,008$434,066,747
25Vista Private Wealth Partners LLC$203,443$400,211,066$1,792,172$402,003,238
26Triumph Capital Management$109,422$372,911,856$372,911,856
27Jupiter Wealth Management, LLC$1,540,613$350,964,306$29,567,024$380,531,330
28Transitions Wealth Management, LLC$941,127$348,216,975$348,216,975
29Financial Security Management, Inc$172,070$332,353,365$773,913$333,127,278
30Wambolt & Associates, LLC$261,056$327,625,599$327,625,599
31JFG Wealth Management, LLC$1,190,088$306,790,199$1,442,468$308,232,667
32Harbor Financial Group, Inc.$360,938$271,431,500$4,324,900$275,756,400
33Jackson Creek Investment Advisors LLC$2,169,897$264,727,398$264,727,398
34G&S Capital LLC$289,570$259,744,612$259,744,612
35Wakefield Wealth Management, LLLP$617,950$249,512,557$75,528,991$325,041,548
36Helm Investment Management, LLC$470,125$247,285,624$247,285,624
37Jenkins Wealth$191,290$243,892,551$384,820$244,277,371
38Rainsberger Wealth Advisors, Inc.$312,886$230,955,030$17,476,193$248,431,223
39Causey Demgen & Moore P.C.$631,981$215,626,621$37,797,599$253,424,220
40IWP Wealth Management LLC$43,156,416$211,255,160$1,903,409,216$2,114,664,376
41Wealth Management Consultants Colorado, LLC$1,381,477$205,840,046$205,840,046
42All Season Financial Advisors, Inc.$273,706$204,731,971$204,731,971
43Cherry Creek Investment Advisors Inc$868,815$204,171,457$204,171,457
44Rosecap Investment Advisors, LLC$318,891$200,713,062$15,495,373$216,208,435
45Keystone Financial Services$949,934$197,586,363$197,586,363
46Peak Financial Advisors, LLC$514,642$192,780,051$210,675$192,990,726
47M & A Consulting Group, LLC$310,855$189,000,000$189,000,000
48The Retirement Planning Specialists, LLC$234,456$186,409,500$921,197$187,330,697
49Essential Investment Partners, LLC$755,373$185,795,051$8,335,817$194,130,868
50Cherry Creek Family Offices, LLC$1,189,031$183,424,915$671,488,019$854,912,934
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Showing 1 to 50 of 85 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 Research.

Reprints: For reprints of these rankings, please contact Caroline Murphy.

*Methodology: InvestmentNews qualified 2,756 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2020, (2) total AUM is at least $100M, (3) does not have employees who are registered representatives of a broker-dealer, (4) managed assets for individual 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 July 2021.