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
1Agile Capital Management, Llc. (Dba Personal Benefit Services)$296,228$101,310,106$101,310,106
2Infinium Investment Advisors, Llc$182,796$104,741,903$104,741,903
3The Wealth Conservancy, Inc.$488,409$77,524,567$27,971,751$105,496,318
4Altius Financial, Inc.$808,186$106,680,606$106,680,606
5The Holben Group, Llc$275,000$110,000,000$110,000,000
6Vital Investment Management Llc$275,298$108,440,291$1,954,128$110,394,419
7Highpass Asset Management Llc$655,499$111,434,816$111,434,816
8Principium Investments Llc$262,412$117,298,091$117,298,091
9Kilterhowling Llc$282,841$120,773,032$120,773,032
10Integrated Financial Planning, P.C.$242,761$121,865,835$121,865,835
11Summit Wealth Advisors, Inc.$241,576$118,142,290$5,061,430$123,203,720
12Custos Family Office Llc$1,114,771$121,240,036$5,843,825$127,083,861
13Mueller Financial Solutions Co.$484,810$124,456,389$4,988,005$129,444,394
14Lotusgroup Advisors$144,569$49,561,135$84,598,570$134,159,705
15Custom Portfolio Group$395,093$126,330,391$11,161,971$137,492,362
16Ludwick & Shirman$362,008$139,734,928$139,734,928
17Callahan Capital Management$120,101$139,612,238$1,626,373$141,238,611
18Ratio Wealth Group Llc$352,718$142,850,842$142,850,842
19Essential Investment Partners, Llc$602,202$138,932,809$7,402,364$146,335,173
20Panoramic Investment Advisors$553,181$146,592,906$146,592,906
21Wealth Legacy Institute, Inc.$318,565$146,858,679$146,858,679
22Rosecap Investment Advisors, Llc$275,362$151,780,000$220,000$152,000,000
23Financially Speaking Inc$247,819$151,896,688$1,007,931$152,904,619
24Cornerstone Investment Advisors, Llc$380,003$78,139,890$75,761,291$153,901,181
25Petra Financial Advisors Inc$298,860$158,993,379$158,993,379
26Peak Financial Advisors$457,051$163,404,564$219,580$163,624,144
27The Retirement Planning Specialists, Llc$216,064$165,072,569$165,072,569
28Cherry Creek Investment Advisors Inc$880,000$176,000,000$176,000,000
29J.F. Williams Co., Inc.$394,445$178,683,528$178,683,528
30Wealth Management Consultants Colorado, Llc$1,297,005$178,986,693$178,986,693
31All Season Financial Advisors, Inc.$248,035$192,908,145$2,791,110$195,699,255
32Rainsberger Wealth Advisors$291,127$194,389,420$16,968,914$211,358,334
33Jfg Wealth Management, Llc$1,088,054$208,757,623$4,500,873$213,258,496
34Jenkins Wealth$215,215$211,154,429$2,123,473$213,277,902
35Causey Demgen & Moore P.C.$668,001$213,523,606$6,248,644$219,772,250
36Helm Investment Management, Llc$466,315$226,162,791$226,162,791
37Harbor Financial Group, Inc.$327,704$222,205,600$5,221,000$227,426,600
38G&S Capital Llc$261,915$235,723,600$235,723,600
39Financial Security Management, Inc$140,949$254,201,193$71,359$254,272,552
40Transitions Wealth Management, Llc$251,510$255,785,641$255,785,641
41Johnston & Associates Inc$1,754,285$130,785,272$127,094,614$257,879,886
42Wambolt & Associates, Llc$239,808$276,258,771$276,258,771
43Iwp Wealth - Private Client Advisors$3,564,233$162,164,574$122,974,040$285,138,614
44Wakefield Wealth Management, Lllp$548,278$223,886,000$67,798,000$291,684,000
45Noven Financial Group, Inc.$310,319$272,586,646$25,940,659$298,527,305
46Kozak & Associates, Inc.$207,505$320,803,081$320,803,081
47Bason Asset Management$644,711$326,492,000$6,179,000$332,671,000
48Vista Private Wealth Partners Llc$690,621$340,476,023$340,476,023
49Triumph Capital Management$105,746$345,895,106$345,895,106
50Jupiter Wealth Management, Llc$1,485,610$334,507,783$33,923,541$368,431,324
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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.