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
1AGILE CAPITAL MANAGEMENT, LLC. (DBA PERSONAL BENEFIT SERVICES)$297,100$101,608,197$101,608,197
2ALL SEASON FINANCIAL ADVISORS, INC.$248,035$192,908,145$2,791,110$195,699,255
3ALPHA CAPITAL FAMILY OFFICE, LLC$378,244$138,481,246$2,981,846$141,463,092
4ALTIUS FINANCIAL, INC.$808,186$106,680,606$106,680,606
5BASON ASSET MANAGEMENT$644,711$326,492,000$6,179,000$332,671,000
6BONFIRE FINANCIAL, LLC$281,744$108,098,067$3,190,915$111,288,982
7BSW WEALTH PARTNERS$440,572$1,230,087,897$7,037,673$1,237,125,570
8CALLAHAN CAPITAL MANAGEMENT$120,101$139,612,238$1,626,373$141,238,611
9CARDAN CAPITAL PARTNERS, LLC$427,107$888,740,839$52,603,263$941,344,102
10CAUSEY DEMGEN & MOORE P.C.$631,981$215,626,621$37,797,599$253,424,220
11CHERRY CREEK FAMILY OFFICES$1,223,828$183,665,870$681,580,406$865,246,276
12CHERRY CREEK INVESTMENT ADVISORS INC$880,000$176,000,000$176,000,000
13COLORADO CAPITAL MANAGEMENT$520,181$403,140,066$403,140,066
14COLORADO FINANCIAL MANAGEMENT LLC$570,961$1,561,160,490$15,834,136$1,576,994,626
15CORNERSTONE INVESTMENT ADVISORS, LLC$380,003$78,139,890$75,761,291$153,901,181
16CUSTOM PORTFOLIO GROUP$395,093$126,330,391$11,161,971$137,492,362
17CUSTOS FAMILY OFFICE LLC$1,114,771$121,240,036$5,843,825$127,083,861
18ESSENTIAL INVESTMENT PARTNERS, LLC$602,202$138,932,809$7,402,364$146,335,173
19FINANCIAL SECURITY MANAGEMENT, INC$140,949$254,201,193$71,359$254,272,552
20FINANCIALLY SPEAKING INC$247,819$151,896,688$1,007,931$152,904,619
21G&S CAPITAL LLC$261,915$235,723,600$235,723,600
22GHP INVESTMENT ADVISORS INC$517,625$1,527,308,746$12,107,036$1,539,415,782
23HARBOR FINANCIAL GROUP, INC.$327,704$222,205,600$5,221,000$227,426,600
24HELM INVESTMENT MANAGEMENT, LLC$466,315$226,162,791$226,162,791
25HIGHPASS ASSET MANAGEMENT LLC$655,499$111,434,816$111,434,816
26INTEGRATED FINANCIAL PLANNING, P.C.$242,761$121,865,835$121,865,835
27INVESTMENT SECURITY GROUP, INC.$302,356$742,888,185$742,888,185
28IWP WEALTH - PRIVATE CLIENT ADVISORS$3,564,233$162,164,574$122,974,040$285,138,614
29IWP WEALTH MANAGEMENT LLC$40,630,500$188,973,019$1,842,551,958$2,031,524,977
30J.F. WILLIAMS CO., INC.$394,445$178,683,528$178,683,528
31JACKSON CREEK INVESTMENT ADVISORS LLC$5,386,710$231,628,520$231,628,520
32JANICZEK WEALTH MANAGEMENT$574,967$599,690,523$599,690,523
33JENKINS WEALTH$215,215$211,154,429$2,123,473$213,277,902
34JFG WEALTH MANAGEMENT, LLC$1,088,054$208,757,623$4,500,873$213,258,496
35JHP WEALTH MANAGEMENT, LLC$1,615,534$108,240,788$108,240,788
36JOHNSON FINANCIAL GROUP LLC$2,051,827$920,565,791$201,783,806$1,122,349,597
37JOHNSTON & ASSOCIATES INC$1,754,285$130,785,272$127,094,614$257,879,886
38JUPITER WEALTH MANAGEMENT, LLC$1,485,610$334,507,783$33,923,541$368,431,324
39KILTERHOWLING LLC$282,841$120,773,032$120,773,032
40KOZAK & ASSOCIATES, INC.$207,505$320,803,081$320,803,081
41LOTUSGROUP ADVISORS$144,569$49,561,135$84,598,570$134,159,705
42LUDWICK & SHIRMAN$362,008$139,734,928$139,734,928
43MATTERN CAPITAL MANAGEMENT, LLC$511,606$506,489,880$506,489,880
44MERCER GLOBAL ADVISORS INC.$484,544$15,278,918,122$570,047,462$15,848,965,584
45MUELLER FINANCIAL SOLUTIONS CO.$484,810$124,456,389$4,988,005$129,444,394
46NORTHSTAR INVESTMENT ADVISORS LLC$979,800$843,607,987$843,607,987
47PANORAMIC INVESTMENT ADVISORS$553,181$146,592,906$146,592,906
48PARAGON CAPITAL MANAGEMENT$1,491,853$843,781,014$119,955,716$963,736,730
49PEAK ASSET MANAGEMENT, LLC$614,063$595,876,445$24,327,159$620,203,604
50PEAK FINANCIAL ADVISORS$457,051$163,404,564$219,580$163,624,144
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Showing 1 to 50 of 73 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 Sabrina Straub.

*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.