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$40,630,500$188,973,019$1,842,551,958$2,031,524,977
2CHERRY CREEK FAMILY OFFICES$1,223,828$183,665,870$681,580,406$865,246,276
3SCHAEFER FINANCIAL MANAGEMENT, INC.$414,881$658,001,811$658,001,811
4MERCER GLOBAL ADVISORS INC.$484,544$15,278,918,122$570,047,462$15,848,965,584
5SYNTRINSIC INVESTMENT COUNSEL, LLC.$2,920,204$786,789,611$325,808,056$1,112,597,667
6JOHNSON FINANCIAL GROUP LLC$2,051,827$920,565,791$201,783,806$1,122,349,597
7J.F. WILLIAMS CO., INC.$394,445$178,683,528$178,683,528
8JOHNSTON & ASSOCIATES INC$1,754,285$130,785,272$127,094,614$257,879,886
9IWP WEALTH - PRIVATE CLIENT ADVISORS$3,564,233$162,164,574$122,974,040$285,138,614
10INTEGRATED FINANCIAL PLANNING, P.C.$242,761$121,865,835$121,865,835
11PARAGON CAPITAL MANAGEMENT$1,491,853$843,781,014$119,955,716$963,736,730
12SHARKEY HOWES & JAVER INC$288,746$694,486,397$111,403,085$805,889,482
13LOTUSGROUP ADVISORS$144,569$49,561,135$84,598,570$134,159,705
14CORNERSTONE INVESTMENT ADVISORS, LLC$380,003$78,139,890$75,761,291$153,901,181
15WAKEFIELD WEALTH MANAGEMENT, LLLP$548,278$223,886,000$67,798,000$291,684,000
16SCHOOLCRAFT CAPITAL LLC$6,810,827$695,386,462$67,426,117$762,812,579
17CARDAN CAPITAL PARTNERS, LLC$427,107$888,740,839$52,603,263$941,344,102
18CAUSEY DEMGEN & MOORE P.C.$631,981$215,626,621$37,797,599$253,424,220
19JUPITER WEALTH MANAGEMENT, LLC$1,485,610$334,507,783$33,923,541$368,431,324
20THE WEALTH CONSERVANCY, INC.$488,409$77,524,567$27,971,751$105,496,318
21PEAK ASSET MANAGEMENT, LLC$614,063$595,876,445$24,327,159$620,203,604
22RAINSBERGER WEALTH ADVISORS$291,127$194,389,420$16,968,914$211,358,334
23COLORADO FINANCIAL MANAGEMENT LLC$570,961$1,561,160,490$15,834,136$1,576,994,626
24GHP INVESTMENT ADVISORS INC$517,625$1,527,308,746$12,107,036$1,539,415,782
25CUSTOM PORTFOLIO GROUP$395,093$126,330,391$11,161,971$137,492,362
26SHINE WEALTH PARTNERS$462,480$712,850,449$7,693,209$720,543,658
27ESSENTIAL INVESTMENT PARTNERS, LLC$602,202$138,932,809$7,402,364$146,335,173
28BSW WEALTH PARTNERS$440,572$1,230,087,897$7,037,673$1,237,125,570
29BASON ASSET MANAGEMENT$644,711$326,492,000$6,179,000$332,671,000
30CUSTOS FAMILY OFFICE LLC$1,114,771$121,240,036$5,843,825$127,083,861
31HARBOR FINANCIAL GROUP, INC.$327,704$222,205,600$5,221,000$227,426,600
32SUMMIT WEALTH ADVISORS, INC.$241,576$118,142,290$5,061,430$123,203,720
33MUELLER FINANCIAL SOLUTIONS CO.$484,810$124,456,389$4,988,005$129,444,394
34JFG WEALTH MANAGEMENT, LLC$1,088,054$208,757,623$4,500,873$213,258,496
35BONFIRE FINANCIAL, LLC$281,744$108,098,067$3,190,915$111,288,982
36ALPHA CAPITAL FAMILY OFFICE, LLC$378,244$138,481,246$2,981,846$141,463,092
37ALL SEASON FINANCIAL ADVISORS, INC.$248,035$192,908,145$2,791,110$195,699,255
38JENKINS WEALTH$215,215$211,154,429$2,123,473$213,277,902
39VITAL INVESTMENT MANAGEMENT LLC$275,298$108,440,291$1,954,128$110,394,419
40CALLAHAN CAPITAL MANAGEMENT$120,101$139,612,238$1,626,373$141,238,611
41FINANCIALLY SPEAKING INC$247,819$151,896,688$1,007,931$152,904,619
42ROSECAP INVESTMENT ADVISORS, LLC$275,362$151,780,000$220,000$152,000,000
43PEAK FINANCIAL ADVISORS$457,051$163,404,564$219,580$163,624,144
44PRIVATE CAPITAL MANAGEMENT, LLC$468,624$1,225,794,343$124,975$1,225,919,318
45FINANCIAL SECURITY MANAGEMENT, INC$140,949$254,201,193$71,359$254,272,552
46HELM INVESTMENT MANAGEMENT, LLC$466,315$226,162,791$226,162,791
47TRIUMPH CAPITAL MANAGEMENT$105,746$345,895,106$345,895,106
48AGILE CAPITAL MANAGEMENT, LLC. (DBA PERSONAL BENEFIT SERVICES)$297,100$101,608,197$101,608,197
49WEALTH LEGACY INSTITUTE, INC.$318,565$146,858,679$146,858,679
50PLATTE RIVER WEALTH ADVISORS, LLC$1,982,656$392,565,835$392,565,835
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Showing 1 to 50 of 73 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 Sabrina Straub.

*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.