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
1CDKV Holdings LLC$436,498$107,324,771$490,271$107,815,042
2Genereux Investment Management, Inc.$380,119$112,895,361$112,895,361
3Altius Financial, Inc.$241,260$116,287,379$116,287,379
4Maddock Financial, LLC$1,268,654$93,644,562$26,877,580$120,522,142
5Bonfire Financial, LLC$289,597$119,201,756$3,297,968$122,499,724
6SUMMIT WEALTH ADVISORS, INC.$241,576$118,142,290$5,061,430$123,203,720
7FFG Retirement Advisors LLC$236,658$125,665,486$125,665,486
8The Wealth Conservancy, Inc.$564,892$96,388,598$29,582,424$125,971,022
9The Holben Group, LLC$229,656$127,000,000$127,000,000
10JHP Wealth Management, LLC$574,970$128,218,290$128,218,290
11Vital Investment Management LLC$270,158$128,237,413$897,875$129,135,288
12Pinnacle Wealth Management, Inc.$178,942$128,618,869$1,114,304$129,733,173
13Integrity Wealth Solutions LLC$387,863$137,691,389$137,691,389
14Alpha Capital Family Office, LLC$290,955$136,295,788$3,653,349$139,949,137
15Integrated Financial Planning, P.C.$238,455$143,073,045$143,073,045
16Highpass Asset Management LLC$791,754$150,433,315$150,433,315
17Mueller Financial Solutions Co.$563,966$143,912,774$6,666,175$150,578,949
18Season Investments, LLC$438,630$125,099,645$26,666,205$151,765,850
19Callahan Capital Management Inc$128,369$152,162,211$1,880,694$154,042,905
20Boulder Wealth Advisors, LLC$317,592$156,255,111$156,255,111
21Custom Portfolio Group LLC$1,850,698$146,145,110$11,164,210$157,309,320
22Lotusgroup Advisors, LLC$115,307$73,618,701$86,196,459$159,815,160
23Wealth Legacy Institute, Inc.$328,245$160,840,035$160,840,035
24Cornerstone Investment Advisors, LLC$401,135$83,054,834$80,608,097$163,662,931
25Kilterhowling LLC$314,407$151,831,023$11,974,768$163,805,791
26Whipplewood Advisors, LLC$550,669$163,964,679$2,887,951$166,852,630
27Panoramic Investment Advisors, LLC$257,572$166,906,372$166,906,372
28Financially Speaking Inc$283,167$163,926,735$3,141,644$167,068,379
29Petra Financial Advisors Inc$327,237$174,090,333$174,090,333
30Custos Family Office LLC$1,201,491$174,246,806$5,976,792$180,223,598
31Aspen Wealth Strategies, LLC$225,630$173,120,073$10,994,139$184,114,212
32The Retirement Planning Specialists, LLC$234,456$186,409,500$921,197$187,330,697
33M & A Consulting Group, LLC$310,855$189,000,000$189,000,000
34Peak Financial Advisors, LLC$514,642$192,780,051$210,675$192,990,726
35J.F. Williams Co., Inc.$430,169$194,006,362$194,006,362
36Essential Investment Partners, LLC$755,373$185,795,051$8,335,817$194,130,868
37Keystone Financial Services$949,934$197,586,363$197,586,363
38Cherry Creek Investment Advisors Inc$868,815$204,171,457$204,171,457
39All Season Financial Advisors, Inc.$273,706$204,731,971$204,731,971
40Wealth Management Consultants Colorado, LLC$1,381,477$205,840,046$205,840,046
41Rosecap Investment Advisors, LLC$318,891$200,713,062$15,495,373$216,208,435
42Jenkins Wealth$191,290$243,892,551$384,820$244,277,371
43Helm Investment Management, LLC$470,125$247,285,624$247,285,624
44Rainsberger Wealth Advisors, Inc.$312,886$230,955,030$17,476,193$248,431,223
45Causey Demgen & Moore P.C.$631,981$215,626,621$37,797,599$253,424,220
46Johnston James M & Associates Inc$1,672,975$136,809,431$117,482,710$254,292,141
47G&S Capital LLC$289,570$259,744,612$259,744,612
48Jackson Creek Investment Advisors LLC$2,169,897$264,727,398$264,727,398
49Harbor Financial Group, Inc.$360,938$271,431,500$4,324,900$275,756,400
50JFG Wealth Management, LLC$1,190,088$306,790,199$1,442,468$308,232,667
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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.