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$43,156,416$211,255,160$1,903,409,216$2,114,664,376
2Wealthgate Family Office LLC$7,329,031$769,548,212$769,548,212
3Schoolcraft Capital LLC$5,681,426$798,605,836$70,652,372$869,258,208
4Syntrinsic Investment Counsel, LLC.$3,158,975$889,910,494$364,202,449$1,254,112,943
5Johnson Financial Group LLC$2,183,654$1,162,313,124$178,450,424$1,340,763,548
6Jackson Creek Investment Advisors LLC$2,169,897$264,727,398$264,727,398
7Platte River Wealth Advisors, LLC$2,077,651$427,996,168$427,996,168
8GHP Investment Advisors Inc$1,909,603$1,734,812,803$10,564,180$1,745,376,983
9Custom Portfolio Group LLC$1,850,698$146,145,110$11,164,210$157,309,320
10Johnston James M & Associates Inc$1,672,975$136,809,431$117,482,710$254,292,141
11Paragon Capital Management$1,636,262$1,000,482,171$115,448,292$1,115,930,463
12Jupiter Wealth Management, LLC$1,540,613$350,964,306$29,567,024$380,531,330
13Wealth Management Consultants Colorado, LLC$1,381,477$205,840,046$205,840,046
14Maddock Financial, LLC$1,268,654$93,644,562$26,877,580$120,522,142
15Custos Family Office LLC$1,201,491$174,246,806$5,976,792$180,223,598
16JFG Wealth Management, LLC$1,190,088$306,790,199$1,442,468$308,232,667
17Cherry Creek Family Offices, LLC$1,189,031$183,424,915$671,488,019$854,912,934
18Obermeyer Wood Investment Counsel, LLLP$956,201$1,956,386,999$1,956,386,999
19Keystone Financial Services$949,934$197,586,363$197,586,363
20Northstar Investment Advisors LLC$947,034$903,470,642$903,470,642
21Transitions Wealth Management, LLC$941,127$348,216,975$348,216,975
22Cherry Creek Investment Advisors Inc$868,815$204,171,457$204,171,457
23Highpass Asset Management LLC$791,754$150,433,315$150,433,315
24Essential Investment Partners, LLC$755,373$185,795,051$8,335,817$194,130,868
25Janiczek Wealth Management, LLC$716,253$780,000,000$780,000,000
26Bason Asset Management LLC$686,874$432,672,889$6,926,604$439,599,493
27Peak Asset Management, LLC$659,782$700,893,407$28,165,240$729,058,647
28Causey Demgen & Moore P.C.$631,981$215,626,621$37,797,599$253,424,220
29Sargent Bickham Lagudis, LLC$618,445$1,782,233,437$21,151,516$1,803,384,953
30Wakefield Wealth Management, LLLP$617,950$249,512,557$75,528,991$325,041,548
31IWP Wealth Pca LLC$588,081$171,195,857$298,680,696$469,876,553
32JHP Wealth Management, LLC$574,970$128,218,290$128,218,290
33The Wealth Conservancy, Inc.$564,892$96,388,598$29,582,424$125,971,022
34Mueller Financial Solutions Co.$563,966$143,912,774$6,666,175$150,578,949
35Whipplewood Advisors, LLC$550,669$163,964,679$2,887,951$166,852,630
36Mattern Capital Management, LLC$542,101$577,879,545$577,879,545
37Peak Financial Advisors, LLC$514,642$192,780,051$210,675$192,990,726
38Colorado Capital Management, Inc.$514,104$428,577,298$17,150,575$445,727,873
39BSW Wealth Partners, Inc., A Public Benefit Corporation$501,831$1,508,512,895$7,519,184$1,516,032,079
40MERCER GLOBAL ADVISORS INC.$484,544$15,278,918,122$570,047,462$15,848,965,584
41Helm Investment Management, LLC$470,125$247,285,624$247,285,624
42SHINE WEALTH PARTNERS$462,480$712,850,449$7,693,209$720,543,658
43Private Capital Management, LLC$458,216$1,311,639,564$232,994$1,311,872,558
44Cardan Capital Partners, LLC$450,317$992,498,537$992,498,537
45Season Investments, LLC$438,630$125,099,645$26,666,205$151,765,850
46CDKV Holdings LLC$436,498$107,324,771$490,271$107,815,042
47J.F. Williams Co., Inc.$430,169$194,006,362$194,006,362
48Schaefer Financial Management, Inc.$403,191$672,523,282$672,523,282
49Cornerstone Investment Advisors, LLC$401,135$83,054,834$80,608,097$163,662,931
50Integrity Wealth Solutions LLC$387,863$137,691,389$137,691,389
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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.