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
    51PEAK FINANCIAL ADVISORS$569,485$222,119,157$1,688,606$223,807,763
    52KEYSTONE FINANCIAL SERVICES$926,468$218,646,355$218,646,355
    53CAM INVESTOR SOLUTIONS$272,383$216,000,000$216,000,000
    54ESSENTIAL INVESTMENT PARTNERS, LLC$825,233$208,776,507$9,084,970$217,861,477
    55JOHNSTON & ASSOCIATES INC$2,111,505$201,874,962$144,411,881$346,286,843
    56CHERRY CREEK FAMILY OFFICES$1,297,864$197,620,747$784,862,675$982,483,422
    57ALL SEASON FINANCIAL ADVISORS, INC.$277,308$197,165,856$197,165,856
    58PANORAMIC INVESTMENT ADVISORS$294,556$191,461,660$191,461,660
    59WEALTH LEGACY INSTITUTE, INC.$399,405$190,116,711$190,116,711
    60ALPHA CAPITAL FAMILY OFFICE, LLC$420,889$186,830,029$4,674,427$191,504,456
    61BOULDER WEALTH ADVISORS, LLC$336,973$182,639,110$182,639,110
    62THEORY FINANCIAL$428,675$181,758,228$181,758,228
    63INTEGRITY WEALTH SOLUTIONS LLC$351,307$176,047,943$3,470,131$179,518,074
    64HIGHPASS ASSET MANAGEMENT LLC$852,667$174,796,637$174,796,637
    65CALLAHAN CAPITAL MANAGEMENT$145,038$172,355,673$94,398$172,450,071
    66KILTERHOWLING LLC$360,938$171,414,500$29,266,931$200,681,431
    67CUSTOM PORTFOLIO GROUP$2,028,669$170,697,437$1,739,422$172,436,859
    68MUELLER FINANCIAL SOLUTIONS CO.$653,404$162,975,877$6,909,211$169,885,088
    69JHP WEALTH MANAGEMENT, LLC$568,328$162,541,926$162,541,926
    70PINNACLE WEALTH MANAGEMENT, INC.$209,363$161,136,207$1,329,164$162,465,371
    71FFG RETIREMENT COUNSELING$274,557$159,242,923$159,242,923
    72VITAL INVESTMENT MANAGEMENT LLC$327,760$155,171,226$1,170,499$156,341,725
    73FINANCIALLY SPEAKING INC$276,739$152,802,524$3,001,295$155,803,819
    74SEASON INVESTMENTS, LLC$533,389$148,210,202$32,075,270$180,285,472
    75BONFIRE FINANCIAL, LLC$287,941$148,103,663$3,065,407$151,169,070
    76ELDERADO FINANCIAL, INC$179,337$147,953,170$147,953,170
    77IMPACTFOLIO LLC$434,116$146,297,039$146,297,039
    78THE HOLBEN GROUP, LLC$318,182$140,000,000$140,000,000
    79LIFETIME CAPITAL MANAGEMENT$1,396,975$132,712,650$132,712,650
    80STEELE STREET PRIVATE WEALTH MANAGEMENT$471,216$131,763,516$648,043$132,411,559
    81ALTIUS FINANCIAL, INC.$247,792$131,577,506$131,577,506
    82PETERSON FINANCIAL SERVICES LLC$829,370$131,510,090$359,704$131,869,794
    83GENEREUX INVESTMENT MANAGEMENT, INC.$455,432$130,253,479$130,253,479
    84SUNLIGHT PEAKS$6,245,134$124,902,678$124,902,678
    85WISDOM WEALTH STRATEGIES$201,706$120,418,670$120,418,670
    86BUTLER FINANCIAL SERVICES$412,034$118,368,959$1,533,024$119,901,983
    87DIVERSIFIED ASSET MANAGEMENT, INC.$1,455,837$117,922,794$117,922,794
    88COLORADO WEALTH GROUP LLC$450,563$116,245,250$116,245,250
    89WEST END WEALTH MANAGEMENT, LLC$970,439$108,689,220$108,689,220
    90AVERA CAPITAL WEALTH MANAGEMENT$272,023$105,722,979$7,982,829$113,705,808
    91CREDENTIALED WEALTH ADVISORS, LLC$145,734$103,423,852$52,365,516$155,789,368
    92BAUER WEALTH MANAGEMENT INC.$268,844$97,218,493$7,092,969$104,311,462
    93CORNERSTONE INVESTMENT ADVISORS, LLC$539,365$93,603,015$46,092,448$139,695,463
    94LOTUSGROUP ADVISORS$223,078$91,645,040$93,286,909$184,931,949
    95THE WEALTH CONSERVANCY, INC.$738,804$91,426,987$65,938,199$157,365,186
    96THREE POINTS FINANCIAL, INC.$888,831$6,800,864$105,191,811$111,992,675
    97PEACE OF MIND FINANCIAL PLANNING, INC$248,456$120,749,411$120,749,411
    98SCHAEFER FINANCIAL MANAGEMENT, INC.$425,543$760,020,287$760,020,287
    99J.F. WILLIAMS CO., INC.$465,859$230,134,188$230,134,188
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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.