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
2Colorado Financial Management Llc$570,961$1,561,160,490$15,834,136$1,576,994,626
3Ghp Investment Advisors Inc$517,625$1,527,308,746$12,107,036$1,539,415,782
4Obermeyer Wood Investment Counsel, Lllp$797,674$1,536,320,760$1,536,320,760
5Bsw Wealth Partners$440,572$1,230,087,897$7,037,673$1,237,125,570
6Private Capital Management, Llc$468,624$1,225,794,343$124,975$1,225,919,318
7Johnson Financial Group Llc$2,051,827$920,565,791$201,783,806$1,122,349,597
8Syntrinsic Investment Counsel, Llc.$2,920,204$786,789,611$325,808,056$1,112,597,667
9Paragon Capital Management$1,491,853$843,781,014$119,955,716$963,736,730
10Cardan Capital Partners, Llc$427,107$888,740,839$52,603,263$941,344,102
11Cherry Creek Family Offices$1,223,828$183,665,870$681,580,406$865,246,276
12Northstar Investment Advisors Llc$979,800$843,607,987$843,607,987
13Sharkey Howes & Javer Inc$288,746$694,486,397$111,403,085$805,889,482
14Sharkey Howes & Javer Inc$288,746$694,486,397$111,403,085$805,889,482
15Schoolcraft Capital Llc$6,810,827$695,386,462$67,426,117$762,812,579
16Investment Security Group, Inc.$302,356$742,888,185$742,888,185
17Shine Wealth Partners$462,480$712,850,449$7,693,209$720,543,658
18The Institute$301,879$660,076,000$134,000$660,210,000
19Schaefer Financial Management, Inc.$414,881$658,001,811$658,001,811
20Peak Asset Management, Llc$614,063$595,876,445$24,327,159$620,203,604
21Janiczek Wealth Management$574,967$599,690,523$599,690,523
22Mattern Capital Management, Llc$511,606$506,489,880$506,489,880
23Colorado Capital Management$520,181$403,140,066$403,140,066
24Platte River Wealth Advisors, Llc$2,181,446$373,027,329$373,027,329
25Jupiter Wealth Management, Llc$1,485,610$334,507,783$33,923,541$368,431,324
26Triumph Capital Management$105,746$345,895,106$345,895,106
27Vista Private Wealth Partners Llc$690,621$340,476,023$340,476,023
28Bason Asset Management$644,711$326,492,000$6,179,000$332,671,000
29Kozak & Associates, Inc.$207,505$320,803,081$320,803,081
30Noven Financial Group, Inc.$310,319$272,586,646$25,940,659$298,527,305
31Wakefield Wealth Management, Lllp$548,278$223,886,000$67,798,000$291,684,000
32Iwp Wealth - Private Client Advisors$3,564,233$162,164,574$122,974,040$285,138,614
33Wambolt & Associates, Llc$239,808$276,258,771$276,258,771
34Johnston & Associates Inc$1,754,285$130,785,272$127,094,614$257,879,886
35Transitions Wealth Management, Llc$251,510$255,785,641$255,785,641
36Financial Security Management, Inc$140,949$254,201,193$71,359$254,272,552
37G&S Capital Llc$261,915$235,723,600$235,723,600
38Harbor Financial Group, Inc.$327,704$222,205,600$5,221,000$227,426,600
39Helm Investment Management, Llc$466,315$226,162,791$226,162,791
40Causey Demgen & Moore P.C.$668,001$213,523,606$6,248,644$219,772,250
41Jenkins Wealth$215,215$211,154,429$2,123,473$213,277,902
42Jfg Wealth Management, Llc$1,088,054$208,757,623$4,500,873$213,258,496
43Rainsberger Wealth Advisors$291,127$194,389,420$16,968,914$211,358,334
44All Season Financial Advisors, Inc.$248,035$192,908,145$2,791,110$195,699,255
45Wealth Management Consultants Colorado, Llc$1,297,005$178,986,693$178,986,693
46J.F. Williams Co., Inc.$394,445$178,683,528$178,683,528
47Cherry Creek Investment Advisors Inc$880,000$176,000,000$176,000,000
48The Retirement Planning Specialists, Llc$216,064$165,072,569$165,072,569
49Peak Financial Advisors$457,051$163,404,564$219,580$163,624,144
50Petra Financial Advisors Inc$298,860$158,993,379$158,993,379
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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.