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
1All Season Financial Advisors, Inc.$273,706$204,731,971$204,731,971
2Alpha Capital Family Office, LLC$290,955$136,295,788$3,653,349$139,949,137
3Altius Financial, Inc.$241,260$116,287,379$116,287,379
4Aspen Wealth Strategies, LLC$225,630$173,120,073$10,994,139$184,114,212
5Bason Asset Management LLC$686,874$432,672,889$6,926,604$439,599,493
6Bonfire Financial, LLC$289,597$119,201,756$3,297,968$122,499,724
7Boulder Wealth Advisors, LLC$317,592$156,255,111$156,255,111
8BSW Wealth Partners, Inc., A Public Benefit Corporation$501,831$1,508,512,895$7,519,184$1,516,032,079
9Callahan Capital Management Inc$128,369$152,162,211$1,880,694$154,042,905
10Cardan Capital Partners, LLC$450,317$992,498,537$992,498,537
11Causey Demgen & Moore P.C.$631,981$215,626,621$37,797,599$253,424,220
12CDKV Holdings LLC$436,498$107,324,771$490,271$107,815,042
13Cherry Creek Family Offices, LLC$1,189,031$183,424,915$671,488,019$854,912,934
14Cherry Creek Investment Advisors Inc$868,815$204,171,457$204,171,457
15Colorado Capital Management, Inc.$514,104$428,577,298$17,150,575$445,727,873
16Cornerstone Investment Advisors, LLC$401,135$83,054,834$80,608,097$163,662,931
17Custom Portfolio Group LLC$1,850,698$146,145,110$11,164,210$157,309,320
18Custos Family Office LLC$1,201,491$174,246,806$5,976,792$180,223,598
19Essential Investment Partners, LLC$755,373$185,795,051$8,335,817$194,130,868
20FFG Retirement Advisors LLC$236,658$125,665,486$125,665,486
21Financial Security Management, Inc$172,070$332,353,365$773,913$333,127,278
22Financially Speaking Inc$283,167$163,926,735$3,141,644$167,068,379
23G&S Capital LLC$289,570$259,744,612$259,744,612
24Genereux Investment Management, Inc.$380,119$112,895,361$112,895,361
25GHP Investment Advisors Inc$1,909,603$1,734,812,803$10,564,180$1,745,376,983
26Harbor Financial Group, Inc.$360,938$271,431,500$4,324,900$275,756,400
27Helm Investment Management, LLC$470,125$247,285,624$247,285,624
28Highpass Asset Management LLC$791,754$150,433,315$150,433,315
29Integrated Financial Planning, P.C.$238,455$143,073,045$143,073,045
30Integrity Wealth Solutions LLC$387,863$137,691,389$137,691,389
31Investment Security Group, Inc.$299,974$798,230,467$798,230,467
32IWP Wealth Management LLC$43,156,416$211,255,160$1,903,409,216$2,114,664,376
33IWP Wealth Pca LLC$588,081$171,195,857$298,680,696$469,876,553
34J.F. Williams Co., Inc.$430,169$194,006,362$194,006,362
35Jackson Creek Investment Advisors LLC$2,169,897$264,727,398$264,727,398
36Janiczek Wealth Management, LLC$716,253$780,000,000$780,000,000
37Jenkins Wealth$191,290$243,892,551$384,820$244,277,371
38JFG Wealth Management, LLC$1,190,088$306,790,199$1,442,468$308,232,667
39JHP Wealth Management, LLC$574,970$128,218,290$128,218,290
40Johnson Financial Group LLC$2,183,654$1,162,313,124$178,450,424$1,340,763,548
41Johnston James M & Associates Inc$1,672,975$136,809,431$117,482,710$254,292,141
42Jupiter Wealth Management, LLC$1,540,613$350,964,306$29,567,024$380,531,330
43Keystone Financial Services$949,934$197,586,363$197,586,363
44Kilterhowling LLC$314,407$151,831,023$11,974,768$163,805,791
45Kozak & Tripp Private Asset Management, Inc.$266,299$406,798,739$27,268,008$434,066,747
46Lotusgroup Advisors, LLC$115,307$73,618,701$86,196,459$159,815,160
47M & A Consulting Group, LLC$310,855$189,000,000$189,000,000
48Maddock Financial, LLC$1,268,654$93,644,562$26,877,580$120,522,142
49Mattern Capital Management, LLC$542,101$577,879,545$577,879,545
50MERCER GLOBAL ADVISORS INC.$484,544$15,278,918,122$570,047,462$15,848,965,584
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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.