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
1IWP Wealth Management$44,283,216$211,529,898$1,781,214,830$1,992,744,728
2Rocky Mountain Advisers$5,440,614$1,376,255,531$219,915$1,376,475,446
3IWP Wealth - Private Client Advisors$3,071,263$137,809,000$107,892,000$245,701,000
4Syntrinsic Investment Counsel$2,152,829$532,692,429$352,120,112$884,812,541
5Johnston & Associates Inc$1,888,310$116,412,013$153,616,269$270,028,282
6Johnson Financial Group$1,816,637$636,302,061$313,798,974$950,101,035
7Custom Portfolio Group$1,545,981$116,522,665$7,155,821$123,678,486
8Paragon Capital Management$1,244,914$737,881,134$78,782,281$816,663,415
9Cherry Creek Family Offices$1,142,388$157,670,049$669,419,005$827,089,054
10Wealth Management Consultants Colorado, LLC$1,065,264$153,398,023$153,398,023
11Highwater Wealth Management LLC$850,374$175,576,470$5,553,263$181,129,733
12Cherry Creek Investment Advisors Inc$828,571$145,000,000$145,000,000
13Obermeyer Wood Investment Counsel, LLP$695,189$1,346,580,140$1,346,580,140
14Peak Capital Management$692,181$242,263,409$242,263,409
15Causey Demgen & Moore P.C.$690,330$203,358,452$11,334,162$214,692,614
16Essential Investment Partners, LLC$604,878$124,270,375$6,383,258$130,653,633
17Peak Asset Management$547,589$506,125,268$21,750,459$527,875,727
18Janiczek Wealth Management$541,150$564,419,311$564,419,311
19Colorado Financial Management$518,995$1,563,570,133$6,390,973$1,569,961,106
20Bason Asset Management$495,366$233,218,000$5,053,000$238,271,000
21Mueller Financial Solutions Co.$459,045$112,599,582$3,997,776$116,597,358
22Helm Investment Management$442,602$199,171,104$199,171,104
23BSW Wealth Partners$420,540$1,023,403,497$48,973,263$1,072,376,760
24Colorado Capital Management$418,013$308,075,330$308,075,330
25Peak Financial Advisors$414,776$147,804,051$270,977$148,075,028
26Shine Investment Advisory Services Inc$406,033$586,540,134$7,080,211$593,620,345
27Genereux Investment Management, Inc.$380,332$100,027,185$100,027,185
28Cardan Capital Partners, LLC$373,890$666,201,989$36,336,529$702,538,518
29Private Capital Management, LLC$370,330$1,001,371,294$1,001,371,294
30GHP Investment Advisors Inc$367,874$1,265,249,918$12,007,390$1,277,257,308
31Schaefer Financial Management, Inc.$358,997$554,290,947$554,290,947
32The Wealth Conservancy, Inc.$355,161$77,486,272$24,444,887$101,931,159
33J.F. Williams Co., Inc.$344,746$149,619,602$149,619,602
34Cornerstone Investment Advisors$337,406$71,027,273$66,297,107$137,324,380
35Obermeyer Wood Investment Counsel, Lllp$333,825$302,779,262$302,779,262
36Harbor Financial Group$292,183$171,342,400$1,629,900$172,972,300
37Rainsberger Wealth Advisors$277,730$169,179,374$16,066,608$185,245,982
38Investment Security Group, Inc.$277,053$617,550,621$617,550,621
39Noven Financial Group, Inc.$274,775$212,299,971$26,754,609$239,054,580
40Ludwick & Shirman$267,320$123,769,216$123,769,216
41Wealth Legacy Institute, Inc.$257,050$113,101,940$113,101,940
42Sharkey Howes & Javer Inc$255,479$598,415,975$112,071,405$710,487,380
43Panoramic Investment Advisors$252,414$134,536,825$134,536,825
44Transitions Wealth Management$251,510$255,785,641$255,785,641
45G&S Capital LLC$244,249$209,321,300$209,321,300
46Principium Investments LLC$238,387$103,211,292$1,202,382$104,413,674
47Financially Speaking Inc$231,548$142,583,891$3,754,132$146,338,023
48The Institute$227,829$758,957,510$82,413,558$841,371,068
49All Season Financial Advisors, Inc.$223,792$168,738,867$168,738,867
50Petra Financial Advisors Inc$220,881$123,693,135$123,693,135
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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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