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
1Mercer Global Advisors Inc.$372,273$10,323,500,129$363,717,228$10,687,217,357
2Colorado Financial Management Llc$518,995$1,563,570,133$6,390,973$1,569,961,106
3Obermeyer Wood Investment Counsel, LLP$695,189$1,346,580,140$1,346,580,140
4Ghp Investment Advisors Inc$367,874$1,265,249,918$12,007,390$1,277,257,308
5Bsw Wealth Partners$420,540$1,023,403,497$48,973,263$1,072,376,760
6Private Capital Management, Llc$370,330$1,001,371,294$1,001,371,294
7The Institute$231,713$773,536,080$82,413,558$855,949,638
8Paragon Capital Management$1,244,914$737,881,134$78,782,281$816,663,415
9Cardan Capital Partners, Llc$373,890$666,201,989$36,336,529$702,538,518
10Johnson Financial Group Llc$1,816,637$636,302,061$313,798,974$950,101,035
11Investment Security Group, Inc.$277,053$617,550,621$617,550,621
12Sharkey Howes & Javer Inc$255,479$598,415,975$112,071,405$710,487,380
13Shine Investment Advisory Services Inc$406,033$586,540,134$7,080,211$593,620,345
14Janiczek Wealth Management$541,150$564,419,311$564,419,311
15Syntrinsic Investment Counsel, Llc.$2,152,829$532,692,429$352,120,112$884,812,541
16Peak Asset Management, Llc$547,589$506,125,268$21,750,459$527,875,727
17Mattern Capital Management, Llc$453,383$472,878,077$472,878,077
18Schoolcraft Capital Llc$4,677,986$388,232,610$42,142,056$430,374,666
19Colorado Capital Management$418,013$308,075,330$308,075,330
20Platte River Wealth Advisors, Llc$2,459,431$292,672,333$292,672,333
21Jupiter Wealth Management, Llc$1,252,146$284,256,779$21,266,836$305,523,615
22Vista Private Wealth Partners Llc$244,332$268,032,515$268,032,515
23Transitions Wealth Management, Llc$251,510$255,785,641$255,785,641
24Peak Capital Management, Llc$692,181$242,263,409$242,263,409
25Bason Asset Management$495,366$233,218,000$5,053,000$238,271,000
26Kozak & Associates, Inc.$181,397$232,369,963$232,369,963
27Mountain Capital Investment Advisors Inc$190,023$226,507,110$226,507,110
28Causey Demgen & Moore P.C.$668,001$213,523,606$6,248,644$219,772,250
29Noven Financial Group, Inc.$274,775$212,299,971$26,754,609$239,054,580
30Iwp Wealth Management Llc$44,283,216$211,529,898$1,781,214,830$1,992,744,728
31G&S Capital Llc$244,249$209,321,300$209,321,300
32Wambolt & Associates, Llc$218,498$199,270,266$199,270,266
33Helm Investment Management, Llc$442,602$199,171,104$199,171,104
34Financial Security Management, Inc$117,997$193,540,599$210,773$193,751,372
35Wakefield Wealth Management, Lllp$436,043$178,937,000$54,346,000$233,283,000
36Highwater Wealth Management Llc$850,374$175,576,470$5,553,263$181,129,733
37Alpha Capital Management Group Llc$346,343$173,648,107$101,694,468$275,342,575
38Harbor Financial Group, Inc.$292,183$171,342,400$1,629,900$172,972,300
39Rainsberger Wealth Advisors$277,730$169,179,374$16,066,608$185,245,982
40All Season Financial Advisors, Inc.$223,792$168,738,867$168,738,867
41Jenkins Wealth$159,870$166,264,533$166,264,533
42Cherry Creek Family Offices$1,142,388$157,670,049$669,419,005$827,089,054
43Wealth Management Consultants Colorado, Llc$1,065,264$153,398,023$153,398,023
44Peak Financial Advisors$414,776$147,804,051$270,977$148,075,028
45Cherry Creek Investment Advisors Inc$828,571$145,000,000$145,000,000
46Financially Speaking Inc$231,548$142,583,891$3,754,132$146,338,023
47Iwp Wealth - Private Client Advisors$3,071,263$137,809,000$107,892,000$245,701,000
48The Retirement Planning Specialists, Llc$194,308$137,570,313$137,570,313
49Panoramic Investment Advisors$252,414$134,536,825$134,536,825
50Callahan Capital Management$111,695$127,421,539$1,362,609$128,784,148
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Showing 1 to 50 of 71 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.