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 |
|---|---|---|---|---|---|
| 1 | All Season Financial Advisors, Inc. | $273,706 | $204,731,971 | — | $204,731,971 |
| 2 | Alpha Capital Family Office, LLC | $290,955 | $136,295,788 | $3,653,349 | $139,949,137 |
| 3 | Altius Financial, Inc. | $241,260 | $116,287,379 | — | $116,287,379 |
| 4 | Aspen Wealth Strategies, LLC | $225,630 | $173,120,073 | $10,994,139 | $184,114,212 |
| 5 | Bason Asset Management LLC | $686,874 | $432,672,889 | $6,926,604 | $439,599,493 |
| 6 | Bonfire Financial, LLC | $289,597 | $119,201,756 | $3,297,968 | $122,499,724 |
| 7 | Boulder Wealth Advisors, LLC | $317,592 | $156,255,111 | — | $156,255,111 |
| 8 | BSW Wealth Partners, Inc., A Public Benefit Corporation | $501,831 | $1,508,512,895 | $7,519,184 | $1,516,032,079 |
| 9 | Callahan Capital Management Inc | $128,369 | $152,162,211 | $1,880,694 | $154,042,905 |
| 10 | Cardan Capital Partners, LLC | $450,317 | $992,498,537 | — | $992,498,537 |
| 11 | Causey Demgen & Moore P.C. | $631,981 | $215,626,621 | $37,797,599 | $253,424,220 |
| 12 | CDKV Holdings LLC | $436,498 | $107,324,771 | $490,271 | $107,815,042 |
| 13 | Cherry Creek Family Offices, LLC | $1,189,031 | $183,424,915 | $671,488,019 | $854,912,934 |
| 14 | Cherry Creek Investment Advisors Inc | $868,815 | $204,171,457 | — | $204,171,457 |
| 15 | Colorado Capital Management, Inc. | $514,104 | $428,577,298 | $17,150,575 | $445,727,873 |
| 16 | Cornerstone Investment Advisors, LLC | $401,135 | $83,054,834 | $80,608,097 | $163,662,931 |
| 17 | Custom Portfolio Group LLC | $1,850,698 | $146,145,110 | $11,164,210 | $157,309,320 |
| 18 | Custos Family Office LLC | $1,201,491 | $174,246,806 | $5,976,792 | $180,223,598 |
| 19 | Essential Investment Partners, LLC | $755,373 | $185,795,051 | $8,335,817 | $194,130,868 |
| 20 | FFG Retirement Advisors LLC | $236,658 | $125,665,486 | — | $125,665,486 |
| 21 | Financial Security Management, Inc | $172,070 | $332,353,365 | $773,913 | $333,127,278 |
| 22 | Financially Speaking Inc | $283,167 | $163,926,735 | $3,141,644 | $167,068,379 |
| 23 | G&S Capital LLC | $289,570 | $259,744,612 | — | $259,744,612 |
| 24 | Genereux Investment Management, Inc. | $380,119 | $112,895,361 | — | $112,895,361 |
| 25 | GHP Investment Advisors Inc | $1,909,603 | $1,734,812,803 | $10,564,180 | $1,745,376,983 |
| 26 | Harbor Financial Group, Inc. | $360,938 | $271,431,500 | $4,324,900 | $275,756,400 |
| 27 | Helm Investment Management, LLC | $470,125 | $247,285,624 | — | $247,285,624 |
| 28 | Highpass Asset Management LLC | $791,754 | $150,433,315 | — | $150,433,315 |
| 29 | Integrated Financial Planning, P.C. | $238,455 | — | $143,073,045 | $143,073,045 |
| 30 | Integrity Wealth Solutions LLC | $387,863 | $137,691,389 | — | $137,691,389 |
| 31 | Investment Security Group, Inc. | $299,974 | $798,230,467 | — | $798,230,467 |
| 32 | IWP Wealth Management LLC | $43,156,416 | $211,255,160 | $1,903,409,216 | $2,114,664,376 |
| 33 | IWP Wealth Pca LLC | $588,081 | $171,195,857 | $298,680,696 | $469,876,553 |
| 34 | J.F. Williams Co., Inc. | $430,169 | — | $194,006,362 | $194,006,362 |
| 35 | Jackson Creek Investment Advisors LLC | $2,169,897 | $264,727,398 | — | $264,727,398 |
| 36 | Janiczek Wealth Management, LLC | $716,253 | $780,000,000 | — | $780,000,000 |
| 37 | Jenkins Wealth | $191,290 | $243,892,551 | $384,820 | $244,277,371 |
| 38 | JFG Wealth Management, LLC | $1,190,088 | $306,790,199 | $1,442,468 | $308,232,667 |
| 39 | JHP Wealth Management, LLC | $574,970 | $128,218,290 | — | $128,218,290 |
| 40 | Johnson Financial Group LLC | $2,183,654 | $1,162,313,124 | $178,450,424 | $1,340,763,548 |
| 41 | Johnston James M & Associates Inc | $1,672,975 | $136,809,431 | $117,482,710 | $254,292,141 |
| 42 | Jupiter Wealth Management, LLC | $1,540,613 | $350,964,306 | $29,567,024 | $380,531,330 |
| 43 | Keystone Financial Services | $949,934 | $197,586,363 | — | $197,586,363 |
| 44 | Kilterhowling LLC | $314,407 | $151,831,023 | $11,974,768 | $163,805,791 |
| 45 | Kozak & Tripp Private Asset Management, Inc. | $266,299 | $406,798,739 | $27,268,008 | $434,066,747 |
| 46 | Lotusgroup Advisors, LLC | $115,307 | $73,618,701 | $86,196,459 | $159,815,160 |
| 47 | M & A Consulting Group, LLC | $310,855 | $189,000,000 | — | $189,000,000 |
| 48 | Maddock Financial, LLC | $1,268,654 | $93,644,562 | $26,877,580 | $120,522,142 |
| 49 | Mattern Capital Management, LLC | $542,101 | $577,879,545 | — | $577,879,545 |
| 50 | MERCER GLOBAL ADVISORS INC. | $484,544 | $15,278,918,122 | $570,047,462 | $15,848,965,584 |
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 Research.
Reprints: For reprints of these rankings, please contact Caroline Murphy.
*Methodology: InvestmentNews qualified 2,756 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2020, (2) total AUM is at least $100M, (3) does not have employees who are registered representatives of a broker-dealer, (4) managed assets for individual 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 July 2021.
