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
1MERCER GLOBAL ADVISORS INC.$484,544$15,278,918,122$570,047,462$15,848,965,584
2IWP Wealth Management LLC$43,156,416$211,255,160$1,903,409,216$2,114,664,376
3Obermeyer Wood Investment Counsel, LLLP$956,201$1,956,386,999$1,956,386,999
4Sargent Bickham Lagudis, LLC$618,445$1,782,233,437$21,151,516$1,803,384,953
5GHP Investment Advisors Inc$1,909,603$1,734,812,803$10,564,180$1,745,376,983
6BSW Wealth Partners, Inc., A Public Benefit Corporation$501,831$1,508,512,895$7,519,184$1,516,032,079
7Johnson Financial Group LLC$2,183,654$1,162,313,124$178,450,424$1,340,763,548
8Private Capital Management, LLC$458,216$1,311,639,564$232,994$1,311,872,558
9Syntrinsic Investment Counsel, LLC.$3,158,975$889,910,494$364,202,449$1,254,112,943
10Paragon Capital Management$1,636,262$1,000,482,171$115,448,292$1,115,930,463
11Cardan Capital Partners, LLC$450,317$992,498,537$992,498,537
12Northstar Investment Advisors LLC$947,034$903,470,642$903,470,642
13Schoolcraft Capital LLC$5,681,426$798,605,836$70,652,372$869,258,208
14Cherry Creek Family Offices, LLC$1,189,031$183,424,915$671,488,019$854,912,934
15Investment Security Group, Inc.$299,974$798,230,467$798,230,467
16Janiczek Wealth Management, LLC$716,253$780,000,000$780,000,000
17Wealthgate Family Office LLC$7,329,031$769,548,212$769,548,212
18Sharkey Howes & Javer Inc$288,413$769,485,101$769,485,101
19Peak Asset Management, LLC$659,782$700,893,407$28,165,240$729,058,647
20SHINE WEALTH PARTNERS$462,480$712,850,449$7,693,209$720,543,658
21Schaefer Financial Management, Inc.$403,191$672,523,282$672,523,282
22The Millstone Evans Group, LLC$386,084$643,343,904$7,207,239$650,551,143
23Mattern Capital Management, LLC$542,101$577,879,545$577,879,545
24IWP Wealth Pca LLC$588,081$171,195,857$298,680,696$469,876,553
25Colorado Capital Management, Inc.$514,104$428,577,298$17,150,575$445,727,873
26Bason Asset Management LLC$686,874$432,672,889$6,926,604$439,599,493
27Kozak & Tripp Private Asset Management, Inc.$266,299$406,798,739$27,268,008$434,066,747
28Platte River Wealth Advisors, LLC$2,077,651$427,996,168$427,996,168
29Vista Private Wealth Partners LLC$203,443$400,211,066$1,792,172$402,003,238
30Jupiter Wealth Management, LLC$1,540,613$350,964,306$29,567,024$380,531,330
31Triumph Capital Management$109,422$372,911,856$372,911,856
32Transitions Wealth Management, LLC$941,127$348,216,975$348,216,975
33Financial Security Management, Inc$172,070$332,353,365$773,913$333,127,278
34Wambolt & Associates, LLC$261,056$327,625,599$327,625,599
35Wakefield Wealth Management, LLLP$617,950$249,512,557$75,528,991$325,041,548
36JFG Wealth Management, LLC$1,190,088$306,790,199$1,442,468$308,232,667
37Harbor Financial Group, Inc.$360,938$271,431,500$4,324,900$275,756,400
38Jackson Creek Investment Advisors LLC$2,169,897$264,727,398$264,727,398
39G&S Capital LLC$289,570$259,744,612$259,744,612
40Johnston James M & Associates Inc$1,672,975$136,809,431$117,482,710$254,292,141
41Causey Demgen & Moore P.C.$631,981$215,626,621$37,797,599$253,424,220
42Rainsberger Wealth Advisors, Inc.$312,886$230,955,030$17,476,193$248,431,223
43Helm Investment Management, LLC$470,125$247,285,624$247,285,624
44Jenkins Wealth$191,290$243,892,551$384,820$244,277,371
45Rosecap Investment Advisors, LLC$318,891$200,713,062$15,495,373$216,208,435
46Wealth Management Consultants Colorado, LLC$1,381,477$205,840,046$205,840,046
47All Season Financial Advisors, Inc.$273,706$204,731,971$204,731,971
48Cherry Creek Investment Advisors Inc$868,815$204,171,457$204,171,457
49Keystone Financial Services$949,934$197,586,363$197,586,363
50Essential Investment Partners, LLC$755,373$185,795,051$8,335,817$194,130,868
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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 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.