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
1AdviserSource.com$161,431$111,363,178$21,978,683$133,341,861
2All Season Financial Advisors, Inc.$223,792$168,738,867$168,738,867
3Bason Asset Management$495,366$233,218,000$5,053,000$238,271,000
4BSW Wealth Partners$420,540$1,023,403,497$48,973,263$1,072,376,760
5Callahan Capital Management$111,695$127,421,539$1,362,609$128,784,148
6Cardan Capital Partners, LLC$373,890$666,201,989$36,336,529$702,538,518
7Causey Demgen & Moore P.C.$690,330$203,358,452$11,334,162$214,692,614
8Cherry Creek Family Offices$1,142,388$157,670,049$669,419,005$827,089,054
9Cherry Creek Investment Advisors Inc$828,571$145,000,000$145,000,000
10Colorado Capital Management$418,013$308,075,330$308,075,330
11Colorado Financial Management$518,995$1,563,570,133$6,390,973$1,569,961,106
12Cornerstone Investment Advisors$337,406$71,027,273$66,297,107$137,324,380
13Custom Portfolio Group$1,545,981$116,522,665$7,155,821$123,678,486
14Essential Investment Partners, LLC$604,878$124,270,375$6,383,258$130,653,633
15Financially Speaking Inc$231,548$142,583,891$3,754,132$146,338,023
16G&S Capital LLC$244,249$209,321,300$209,321,300
17Genereux Investment Management, Inc.$380,332$100,027,185$100,027,185
18GHP Investment Advisors Inc$367,874$1,265,249,918$12,007,390$1,277,257,308
19Harbor Financial Group$292,183$171,342,400$1,629,900$172,972,300
20Helm Investment Management$442,602$199,171,104$199,171,104
21Highwater Wealth Management LLC$850,374$175,576,470$5,553,263$181,129,733
22Investment Security Group, Inc.$277,053$617,550,621$617,550,621
23IWP Wealth - Private Client Advisors$3,071,263$137,809,000$107,892,000$245,701,000
24IWP Wealth Management$44,283,216$211,529,898$1,781,214,830$1,992,744,728
25J.F. Williams Co., Inc.$344,746$149,619,602$149,619,602
26Janiczek Wealth Management$541,150$564,419,311$564,419,311
27Jenkins Wealth$159,870$166,264,533$166,264,533
28Johnson Financial Group$1,816,637$636,302,061$313,798,974$950,101,035
29Johnston & Associates Inc$1,888,310$116,412,013$153,616,269$270,028,282
30LotusGroup Advisors$200,832$74,704,187$67,886,856$142,591,043
31Ludwick & Shirman$267,320$123,769,216$123,769,216
32Mountain Capital Investment Advisors Inc$190,023$226,507,110$226,507,110
33Mueller Financial Solutions Co.$459,045$112,599,582$3,997,776$116,597,358
34Noven Financial Group, Inc.$274,775$212,299,971$26,754,609$239,054,580
35Obermeyer Wood Investment Counsel, Lllp$333,825$302,779,262$302,779,262
36Obermeyer Wood Investment Counsel, LLP$695,189$1,346,580,140$1,346,580,140
37Panoramic Investment Advisors$252,414$134,536,825$134,536,825
38Paragon Capital Management$1,244,914$737,881,134$78,782,281$816,663,415
39Peak Asset Management$547,589$506,125,268$21,750,459$527,875,727
40Peak Capital Management$692,181$242,263,409$242,263,409
41Peak Financial Advisors$414,776$147,804,051$270,977$148,075,028
42Petra Financial Advisors Inc$220,881$123,693,135$123,693,135
43Principium Investments LLC$238,387$103,211,292$1,202,382$104,413,674
44Private Capital Management, LLC$370,330$1,001,371,294$1,001,371,294
45Rainsberger Wealth Advisors$277,730$169,179,374$16,066,608$185,245,982
46Rocky Mountain Advisers$5,440,614$1,376,255,531$219,915$1,376,475,446
47Schaefer Financial Management, Inc.$358,997$554,290,947$554,290,947
48Sharkey Howes & Javer Inc$255,479$598,415,975$112,071,405$710,487,380
49Shine Investment Advisory Services Inc$406,033$586,540,134$7,080,211$593,620,345
50Syntrinsic Investment Counsel$2,152,829$532,692,429$352,120,112$884,812,541
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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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