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
2Schoolcraft Capital Llc$6,810,827$695,386,462$67,426,117$762,812,579
3Iwp Wealth - Private Client Advisors$3,564,233$162,164,574$122,974,040$285,138,614
4Syntrinsic Investment Counsel, Llc.$2,920,204$786,789,611$325,808,056$1,112,597,667
5Platte River Wealth Advisors, Llc$2,181,446$373,027,329$373,027,329
6Johnson Financial Group Llc$2,051,827$920,565,791$201,783,806$1,122,349,597
7Johnston & Associates Inc$1,754,285$130,785,272$127,094,614$257,879,886
8Paragon Capital Management$1,491,853$843,781,014$119,955,716$963,736,730
9Jupiter Wealth Management, Llc$1,485,610$334,507,783$33,923,541$368,431,324
10Wealth Management Consultants Colorado, Llc$1,297,005$178,986,693$178,986,693
11Cherry Creek Family Offices$1,223,828$183,665,870$681,580,406$865,246,276
12Custos Family Office Llc$1,114,771$121,240,036$5,843,825$127,083,861
13Jfg Wealth Management, Llc$1,088,054$208,757,623$4,500,873$213,258,496
14Northstar Investment Advisors Llc$979,800$843,607,987$843,607,987
15Cherry Creek Investment Advisors Inc$880,000$176,000,000$176,000,000
16Altius Financial, Inc.$808,186$106,680,606$106,680,606
17Obermeyer Wood Investment Counsel, Lllp$797,674$1,536,320,760$1,536,320,760
18Vista Private Wealth Partners Llc$690,621$340,476,023$340,476,023
19Causey Demgen & Moore P.C.$668,001$213,523,606$6,248,644$219,772,250
20Highpass Asset Management Llc$655,499$111,434,816$111,434,816
21Bason Asset Management$644,711$326,492,000$6,179,000$332,671,000
22Peak Asset Management, Llc$614,063$595,876,445$24,327,159$620,203,604
23Essential Investment Partners, Llc$602,202$138,932,809$7,402,364$146,335,173
24Janiczek Wealth Management$574,967$599,690,523$599,690,523
25Colorado Financial Management Llc$570,961$1,561,160,490$15,834,136$1,576,994,626
26Panoramic Investment Advisors$553,181$146,592,906$146,592,906
27Wakefield Wealth Management, Lllp$548,278$223,886,000$67,798,000$291,684,000
28Colorado Capital Management$520,181$403,140,066$403,140,066
29Ghp Investment Advisors Inc$517,625$1,527,308,746$12,107,036$1,539,415,782
30Mattern Capital Management, Llc$511,606$506,489,880$506,489,880
31The Wealth Conservancy, Inc.$488,409$77,524,567$27,971,751$105,496,318
32Mueller Financial Solutions Co.$484,810$124,456,389$4,988,005$129,444,394
33Private Capital Management, Llc$468,624$1,225,794,343$124,975$1,225,919,318
34Helm Investment Management, Llc$466,315$226,162,791$226,162,791
35Shine Wealth Partners$462,480$712,850,449$7,693,209$720,543,658
36Peak Financial Advisors$457,051$163,404,564$219,580$163,624,144
37Bsw Wealth Partners$440,572$1,230,087,897$7,037,673$1,237,125,570
38Cardan Capital Partners, Llc$427,107$888,740,839$52,603,263$941,344,102
39Schaefer Financial Management, Inc.$414,881$658,001,811$658,001,811
40Custom Portfolio Group$395,093$126,330,391$11,161,971$137,492,362
41J.F. Williams Co., Inc.$394,445$178,683,528$178,683,528
42Cornerstone Investment Advisors, Llc$380,003$78,139,890$75,761,291$153,901,181
43Ludwick & Shirman$362,008$139,734,928$139,734,928
44Ratio Wealth Group Llc$352,718$142,850,842$142,850,842
45Harbor Financial Group, Inc.$327,704$222,205,600$5,221,000$227,426,600
46Wealth Legacy Institute, Inc.$318,565$146,858,679$146,858,679
47Noven Financial Group, Inc.$310,319$272,586,646$25,940,659$298,527,305
48Investment Security Group, Inc.$302,356$742,888,185$742,888,185
49The Institute$301,879$660,076,000$134,000$660,210,000
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.