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.

Rank Business Name Avg. account AUM Discretionary AUM Non-discretionary AUM Total AUM
1Callahan Capital Management$111,695$127,421,539$1,362,609$128,784,148
2Jenkins Wealth$159,870$166,264,533$166,264,533
3AdviserSource.com$161,431$111,363,178$21,978,683$133,341,861
4Mountain Capital Investment Advisors Inc$190,023$226,507,110$226,507,110
5The Retirement Planning Specialists, LLC$194,308$137,570,313$137,570,313
6LotusGroup Advisors$200,832$74,704,187$67,886,856$142,591,043
7Wambolt & Associates$218,498$199,270,266$199,270,266
8Petra Financial Advisors Inc$220,881$123,693,135$123,693,135
9All Season Financial Advisors, Inc.$223,792$168,738,867$168,738,867
10The Institute$227,829$758,957,510$82,413,558$841,371,068
11Financially Speaking Inc$231,548$142,583,891$3,754,132$146,338,023
12Principium Investments LLC$238,387$103,211,292$1,202,382$104,413,674
13G&S Capital LLC$244,249$209,321,300$209,321,300
14Transitions Wealth Management$251,510$255,785,641$255,785,641
15Panoramic Investment Advisors$252,414$134,536,825$134,536,825
16Sharkey Howes & Javer Inc$255,479$598,415,975$112,071,405$710,487,380
17Wealth Legacy Institute, Inc.$257,050$113,101,940$113,101,940
18Ludwick & Shirman$267,320$123,769,216$123,769,216
19Noven Financial Group, Inc.$274,775$212,299,971$26,754,609$239,054,580
20Investment Security Group, Inc.$277,053$617,550,621$617,550,621
21Rainsberger Wealth Advisors$277,730$169,179,374$16,066,608$185,245,982
22Harbor Financial Group$292,183$171,342,400$1,629,900$172,972,300
23Obermeyer Wood Investment Counsel, Lllp$333,825$302,779,262$302,779,262
24Cornerstone Investment Advisors$337,406$71,027,273$66,297,107$137,324,380
25J.F. Williams Co., Inc.$344,746$149,619,602$149,619,602
26The Wealth Conservancy, Inc.$355,161$77,486,272$24,444,887$101,931,159
27Schaefer Financial Management, Inc.$358,997$554,290,947$554,290,947
28GHP Investment Advisors Inc$367,874$1,265,249,918$12,007,390$1,277,257,308
29Private Capital Management, LLC$370,330$1,001,371,294$1,001,371,294
30Cardan Capital Partners, LLC$373,890$666,201,989$36,336,529$702,538,518
31Genereux Investment Management, Inc.$380,332$100,027,185$100,027,185
32Shine Investment Advisory Services Inc$406,033$586,540,134$7,080,211$593,620,345
33Peak Financial Advisors$414,776$147,804,051$270,977$148,075,028
34Colorado Capital Management$418,013$308,075,330$308,075,330
35BSW Wealth Partners$420,540$1,023,403,497$48,973,263$1,072,376,760
36Helm Investment Management$442,602$199,171,104$199,171,104
37Mueller Financial Solutions Co.$459,045$112,599,582$3,997,776$116,597,358
38Bason Asset Management$495,366$233,218,000$5,053,000$238,271,000
39Colorado Financial Management$518,995$1,563,570,133$6,390,973$1,569,961,106
40Janiczek Wealth Management$541,150$564,419,311$564,419,311
41Peak Asset Management$547,589$506,125,268$21,750,459$527,875,727
42Essential Investment Partners, LLC$604,878$124,270,375$6,383,258$130,653,633
43Causey Demgen & Moore P.C.$690,330$203,358,452$11,334,162$214,692,614
44Peak Capital Management$692,181$242,263,409$242,263,409
45Obermeyer Wood Investment Counsel, LLP$695,189$1,346,580,140$1,346,580,140
46Cherry Creek Investment Advisors Inc$828,571$145,000,000$145,000,000
47Highwater Wealth Management LLC$850,374$175,576,470$5,553,263$181,129,733
48Wealth Management Consultants Colorado, LLC$1,065,264$153,398,023$153,398,023
49Cherry Creek Family Offices$1,142,388$157,670,049$669,419,005$827,089,054
50Paragon Capital Management$1,244,914$737,881,134$78,782,281$816,663,415
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Showing 1 to 50 of 57 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.

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