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
2Agile Capital Management, Llc. (Dba Personal Benefit Services)$296,228$101,310,106$101,310,106
3All Season Financial Advisors, Inc.$223,792$168,738,867$168,738,867
4Alpha Capital Management Group Llc$346,343$173,648,107$101,694,468$275,342,575
5Altius Financial, Inc.$184,752$102,906,843$102,906,843
6Bason Asset Management$495,366$233,218,000$5,053,000$238,271,000
7Bsw Wealth Partners$420,540$1,023,403,497$48,973,263$1,072,376,760
8Callahan Capital Management$111,695$127,421,539$1,362,609$128,784,148
9Cardan Capital Partners, Llc$373,890$666,201,989$36,336,529$702,538,518
10Causey Demgen & Moore P.C.$668,001$213,523,606$6,248,644$219,772,250
11Cherry Creek Family Offices$1,142,388$157,670,049$669,419,005$827,089,054
12Cherry Creek Investment Advisors Inc$828,571$145,000,000$145,000,000
13Colorado Capital Management$418,013$308,075,330$308,075,330
14Colorado Financial Management Llc$518,995$1,563,570,133$6,390,973$1,569,961,106
15Cornerstone Investment Advisors, Llc$337,406$71,027,273$66,297,107$137,324,380
16Custom Portfolio Group$1,545,981$116,522,665$7,155,821$123,678,486
17Custos Family Office Llc$1,080,930$111,704,061$7,198,261$118,902,322
18Essential Investment Partners, Llc$604,878$124,270,375$6,383,258$130,653,633
19Financial Security Management, Inc$117,997$193,540,599$210,773$193,751,372
20Financially Speaking Inc$231,548$142,583,891$3,754,132$146,338,023
21G&S Capital Llc$244,249$209,321,300$209,321,300
22Genereux Investment Management, Inc.$380,332$100,027,185$100,027,185
23Ghp Investment Advisors Inc$367,874$1,265,249,918$12,007,390$1,277,257,308
24Harbor Financial Group, Inc.$292,183$171,342,400$1,629,900$172,972,300
25Helm Investment Management, Llc$442,602$199,171,104$199,171,104
26Highwater Wealth Management Llc$850,374$175,576,470$5,553,263$181,129,733
27Integrated Financial Planning, P.C.$221,318$109,552,608$109,552,608
28Investment Security Group, Inc.$277,053$617,550,621$617,550,621
29Iwp Wealth - Private Client Advisors$3,071,263$137,809,000$107,892,000$245,701,000
30Iwp Wealth Management Llc$44,283,216$211,529,898$1,781,214,830$1,992,744,728
31J.F. Williams Co., Inc.$344,746$149,619,602$149,619,602
32Janiczek Wealth Management$541,150$564,419,311$564,419,311
33Jenkins Wealth$159,870$166,264,533$166,264,533
34Jfg Wealth Management, Llc$926,069$101,575,462$62,338,707$163,914,169
35Johnson Financial Group Llc$1,816,637$636,302,061$313,798,974$950,101,035
36Johnston & Associates Inc$1,888,310$116,412,013$153,616,269$270,028,282
37Jupiter Wealth Management, Llc$1,252,146$284,256,779$21,266,836$305,523,615
38Kozak & Associates, Inc.$181,397$232,369,963$232,369,963
39Lotusgroup Advisors$200,832$74,704,187$67,886,856$142,591,043
40Ludwick & Shirman$267,320$123,769,216$123,769,216
41Mattern Capital Management, Llc$453,383$472,878,077$472,878,077
42Mercer Global Advisors Inc.$372,273$10,323,500,129$363,717,228$10,687,217,357
43Mountain Capital Investment Advisors Inc$190,023$226,507,110$226,507,110
44Mueller Financial Solutions Co.$459,045$112,599,582$3,997,776$116,597,358
45Noven Financial Group, Inc.$274,775$212,299,971$26,754,609$239,054,580
46Obermeyer Wood Investment Counsel, LLP$695,189$1,346,580,140$1,346,580,140
47Panoramic Investment Advisors$252,414$134,536,825$134,536,825
48Paragon Capital Management$1,244,914$737,881,134$78,782,281$816,663,415
49Peak Asset Management, Llc$547,589$506,125,268$21,750,459$527,875,727
50Peak Capital Management, Llc$692,181$242,263,409$242,263,409
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Showing 1 to 50 of 71 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.