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
1IWP Wealth Management LLC$43,156,416$211,255,160$1,903,409,216$2,114,664,376
2Schaefer Financial Management, Inc.$403,191$672,523,282$672,523,282
3Cherry Creek Family Offices, LLC$1,189,031$183,424,915$671,488,019$854,912,934
4MERCER GLOBAL ADVISORS INC.$484,544$15,278,918,122$570,047,462$15,848,965,584
5Syntrinsic Investment Counsel, LLC.$3,158,975$889,910,494$364,202,449$1,254,112,943
6IWP Wealth Pca LLC$588,081$171,195,857$298,680,696$469,876,553
7J.F. Williams Co., Inc.$430,169$194,006,362$194,006,362
8Johnson Financial Group LLC$2,183,654$1,162,313,124$178,450,424$1,340,763,548
9Integrated Financial Planning, P.C.$238,455$143,073,045$143,073,045
10Johnston James M & Associates Inc$1,672,975$136,809,431$117,482,710$254,292,141
11Paragon Capital Management$1,636,262$1,000,482,171$115,448,292$1,115,930,463
12Lotusgroup Advisors, LLC$115,307$73,618,701$86,196,459$159,815,160
13Cornerstone Investment Advisors, LLC$401,135$83,054,834$80,608,097$163,662,931
14Wakefield Wealth Management, LLLP$617,950$249,512,557$75,528,991$325,041,548
15Schoolcraft Capital LLC$5,681,426$798,605,836$70,652,372$869,258,208
16Causey Demgen & Moore P.C.$631,981$215,626,621$37,797,599$253,424,220
17The Wealth Conservancy, Inc.$564,892$96,388,598$29,582,424$125,971,022
18Jupiter Wealth Management, LLC$1,540,613$350,964,306$29,567,024$380,531,330
19Peak Asset Management, LLC$659,782$700,893,407$28,165,240$729,058,647
20Kozak & Tripp Private Asset Management, Inc.$266,299$406,798,739$27,268,008$434,066,747
21Maddock Financial, LLC$1,268,654$93,644,562$26,877,580$120,522,142
22Season Investments, LLC$438,630$125,099,645$26,666,205$151,765,850
23Sargent Bickham Lagudis, LLC$618,445$1,782,233,437$21,151,516$1,803,384,953
24Rainsberger Wealth Advisors, Inc.$312,886$230,955,030$17,476,193$248,431,223
25Colorado Capital Management, Inc.$514,104$428,577,298$17,150,575$445,727,873
26Rosecap Investment Advisors, LLC$318,891$200,713,062$15,495,373$216,208,435
27Kilterhowling LLC$314,407$151,831,023$11,974,768$163,805,791
28Custom Portfolio Group LLC$1,850,698$146,145,110$11,164,210$157,309,320
29Aspen Wealth Strategies, LLC$225,630$173,120,073$10,994,139$184,114,212
30GHP Investment Advisors Inc$1,909,603$1,734,812,803$10,564,180$1,745,376,983
31Essential Investment Partners, LLC$755,373$185,795,051$8,335,817$194,130,868
32SHINE WEALTH PARTNERS$462,480$712,850,449$7,693,209$720,543,658
33BSW Wealth Partners, Inc., A Public Benefit Corporation$501,831$1,508,512,895$7,519,184$1,516,032,079
34The Millstone Evans Group, LLC$386,084$643,343,904$7,207,239$650,551,143
35Bason Asset Management LLC$686,874$432,672,889$6,926,604$439,599,493
36Mueller Financial Solutions Co.$563,966$143,912,774$6,666,175$150,578,949
37Custos Family Office LLC$1,201,491$174,246,806$5,976,792$180,223,598
38SUMMIT WEALTH ADVISORS, INC.$241,576$118,142,290$5,061,430$123,203,720
39Harbor Financial Group, Inc.$360,938$271,431,500$4,324,900$275,756,400
40Alpha Capital Family Office, LLC$290,955$136,295,788$3,653,349$139,949,137
41Bonfire Financial, LLC$289,597$119,201,756$3,297,968$122,499,724
42Financially Speaking Inc$283,167$163,926,735$3,141,644$167,068,379
43Whipplewood Advisors, LLC$550,669$163,964,679$2,887,951$166,852,630
44Callahan Capital Management Inc$128,369$152,162,211$1,880,694$154,042,905
45Vista Private Wealth Partners LLC$203,443$400,211,066$1,792,172$402,003,238
46JFG Wealth Management, LLC$1,190,088$306,790,199$1,442,468$308,232,667
47Pinnacle Wealth Management, Inc.$178,942$128,618,869$1,114,304$129,733,173
48The Retirement Planning Specialists, LLC$234,456$186,409,500$921,197$187,330,697
49Vital Investment Management LLC$270,158$128,237,413$897,875$129,135,288
50Financial Security Management, Inc$172,070$332,353,365$773,913$333,127,278
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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 Carline Murphy.

*Methodology:InvestmentNews qualified firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2020. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2019, (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) nor one who is an insurance company or agency.

Database last updated on June, 2020.