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.


# of employees


High-net-worth client assets

Total AUM


Total accounts


Discretionary AUM


Avg. discretionary account AUM


Non-discretionary AUM


Non-discretionary accounts


Average non-discretionary account AUM


Avg. account AUM

Rank Business Name Avg. account AUM Discretionary AUM Non-discretionary AUM Total AUM
1Altius Financial, Inc.$808,186$106,680,606$106,680,606
2Obermeyer Wood Investment Counsel, Lllp$797,674$1,536,320,760$1,536,320,760
3Vista Private Wealth Partners Llc$690,621$340,476,023$340,476,023
4Infinium Investment Advisors, Llc$182,796$104,741,903$104,741,903
5Investment Security Group, Inc.$302,356$742,888,185$742,888,185
6Transitions Wealth Management, Llc$251,510$255,785,641$255,785,641
7Agile Capital Management, Llc. (Dba Personal Benefit Services)$296,228$101,310,106$101,310,106
8Petra Financial Advisors Inc$298,860$158,993,379$158,993,379
9Kozak & Associates, Inc.$207,505$320,803,081$320,803,081
10G&S Capital Llc$261,915$235,723,600$235,723,600
11Colorado Capital Management$520,181$403,140,066$403,140,066
12Kilterhowling Llc$282,841$120,773,032$120,773,032
13Wealth Management Consultants Colorado, Llc$1,297,005$178,986,693$178,986,693
14Janiczek Wealth Management$574,967$599,690,523$599,690,523
15Helm Investment Management, Llc$466,315$226,162,791$226,162,791
16Wealth Legacy Institute, Inc.$318,565$146,858,679$146,858,679
17Panoramic Investment Advisors$553,181$146,592,906$146,592,906
18Principium Investments Llc$262,412$117,298,091$117,298,091
19Cherry Creek Investment Advisors Inc$880,000$176,000,000$176,000,000
20Ratio Wealth Group Llc$352,718$142,850,842$142,850,842
21Platte River Wealth Advisors, Llc$2,181,446$373,027,329$373,027,329
22Wambolt & Associates, Llc$239,808$276,258,771$276,258,771
23Northstar Investment Advisors Llc$979,800$843,607,987$843,607,987
24Ludwick & Shirman$362,008$139,734,928$139,734,928
25Highpass Asset Management Llc$655,499$111,434,816$111,434,816
26Mattern Capital Management, Llc$511,606$506,489,880$506,489,880
27The Holben Group, Llc$275,000$110,000,000$110,000,000
28Triumph Capital Management$105,746$345,895,106$345,895,106
29The Retirement Planning Specialists, Llc$216,064$165,072,569$165,072,569
30Financial Security Management, Inc$140,949$254,201,193$71,359$254,272,552
31Private Capital Management, Llc$468,624$1,225,794,343$124,975$1,225,919,318
32The Institute$301,879$660,076,000$134,000$660,210,000
33Peak Financial Advisors$457,051$163,404,564$219,580$163,624,144
34Rosecap Investment Advisors, Llc$275,362$151,780,000$220,000$152,000,000
35Financially Speaking Inc$247,819$151,896,688$1,007,931$152,904,619
36Callahan Capital Management$120,101$139,612,238$1,626,373$141,238,611
37Vital Investment Management Llc$275,298$108,440,291$1,954,128$110,394,419
38Jenkins Wealth$215,215$211,154,429$2,123,473$213,277,902
39All Season Financial Advisors, Inc.$248,035$192,908,145$2,791,110$195,699,255
40Jfg Wealth Management, Llc$1,088,054$208,757,623$4,500,873$213,258,496
41Mueller Financial Solutions Co.$484,810$124,456,389$4,988,005$129,444,394
42Summit Wealth Advisors, Inc.$241,576$118,142,290$5,061,430$123,203,720
43Harbor Financial Group, Inc.$327,704$222,205,600$5,221,000$227,426,600
44Custos Family Office Llc$1,114,771$121,240,036$5,843,825$127,083,861
45Bason Asset Management$644,711$326,492,000$6,179,000$332,671,000
46Causey Demgen & Moore P.C.$668,001$213,523,606$6,248,644$219,772,250
47Bsw Wealth Partners$440,572$1,230,087,897$7,037,673$1,237,125,570
48Essential Investment Partners, Llc$602,202$138,932,809$7,402,364$146,335,173
49Shine Wealth Partners$462,480$712,850,449$7,693,209$720,543,658
50Custom Portfolio Group$395,093$126,330,391$11,161,971$137,492,362
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Showing 1 to 50 of 74 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.