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
1Helm Investment Management, LLC$470,125$247,285,624$247,285,624
2Triumph Capital Management$109,422$372,911,856$372,911,856
3All Season Financial Advisors, Inc.$273,706$204,731,971$204,731,971
4Wealth Legacy Institute, Inc.$328,245$160,840,035$160,840,035
5Platte River Wealth Advisors, LLC$2,077,651$427,996,168$427,996,168
6Northstar Investment Advisors LLC$947,034$903,470,642$903,470,642
7Cardan Capital Partners, LLC$450,317$992,498,537$992,498,537
8Boulder Wealth Advisors, LLC$317,592$156,255,111$156,255,111
9Petra Financial Advisors Inc$327,237$174,090,333$174,090,333
10Keystone Financial Services$949,934$197,586,363$197,586,363
11Altius Financial, Inc.$241,260$116,287,379$116,287,379
12JHP Wealth Management, LLC$574,970$128,218,290$128,218,290
13Janiczek Wealth Management, LLC$716,253$780,000,000$780,000,000
14Wealth Management Consultants Colorado, LLC$1,381,477$205,840,046$205,840,046
15Jackson Creek Investment Advisors LLC$2,169,897$264,727,398$264,727,398
16G&S Capital LLC$289,570$259,744,612$259,744,612
17Integrity Wealth Solutions LLC$387,863$137,691,389$137,691,389
18FFG Retirement Advisors LLC$236,658$125,665,486$125,665,486
19M & A Consulting Group, LLC$310,855$189,000,000$189,000,000
20Investment Security Group, Inc.$299,974$798,230,467$798,230,467
21The Holben Group, LLC$229,656$127,000,000$127,000,000
22Wealthgate Family Office LLC$7,329,031$769,548,212$769,548,212
23Wambolt & Associates, LLC$261,056$327,625,599$327,625,599
24Cherry Creek Investment Advisors Inc$868,815$204,171,457$204,171,457
25Genereux Investment Management, Inc.$380,119$112,895,361$112,895,361
26Highpass Asset Management LLC$791,754$150,433,315$150,433,315
27Sharkey Howes & Javer Inc$288,413$769,485,101$769,485,101
28Panoramic Investment Advisors, LLC$257,572$166,906,372$166,906,372
29Mattern Capital Management, LLC$542,101$577,879,545$577,879,545
30Transitions Wealth Management, LLC$941,127$348,216,975$348,216,975
31Obermeyer Wood Investment Counsel, LLLP$956,201$1,956,386,999$1,956,386,999
32Peak Financial Advisors, LLC$514,642$192,780,051$210,675$192,990,726
33Private Capital Management, LLC$458,216$1,311,639,564$232,994$1,311,872,558
34Jenkins Wealth$191,290$243,892,551$384,820$244,277,371
35CDKV Holdings LLC$436,498$107,324,771$490,271$107,815,042
36Financial Security Management, Inc$172,070$332,353,365$773,913$333,127,278
37Vital Investment Management LLC$270,158$128,237,413$897,875$129,135,288
38The Retirement Planning Specialists, LLC$234,456$186,409,500$921,197$187,330,697
39Pinnacle Wealth Management, Inc.$178,942$128,618,869$1,114,304$129,733,173
40JFG Wealth Management, LLC$1,190,088$306,790,199$1,442,468$308,232,667
41Vista Private Wealth Partners LLC$203,443$400,211,066$1,792,172$402,003,238
42Callahan Capital Management Inc$128,369$152,162,211$1,880,694$154,042,905
43Whipplewood Advisors, LLC$550,669$163,964,679$2,887,951$166,852,630
44Financially Speaking Inc$283,167$163,926,735$3,141,644$167,068,379
45Bonfire Financial, LLC$289,597$119,201,756$3,297,968$122,499,724
46Alpha Capital Family Office, LLC$290,955$136,295,788$3,653,349$139,949,137
47Harbor Financial Group, Inc.$360,938$271,431,500$4,324,900$275,756,400
48SUMMIT WEALTH ADVISORS, INC.$241,576$118,142,290$5,061,430$123,203,720
49Custos Family Office LLC$1,201,491$174,246,806$5,976,792$180,223,598
50Mueller Financial Solutions Co.$563,966$143,912,774$6,666,175$150,578,949
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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.