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
    51JANICZEK WEALTH MANAGEMENT$766,922$950,983,038$950,983,038
    52JACKSON CREEK INVESTMENT ADVISORS LLC$2,421,152$295,380,512$295,380,512
    53J.F. WILLIAMS CO., INC.$465,859$230,134,188$230,134,188
    54IWP WEALTH MANAGEMENT LLC$49,172,837$235,028,393$2,518,650,469$2,753,678,862
    55IWP WEALTH - PRIVATE CLIENT ADVISORS$559,182$240,106,073$297,827,355$537,933,428
    56INTERGY PRIVATE WEALTH, LLC$154,567$245,760,853$245,760,853
    57INTEGRITY WEALTH SOLUTIONS LLC$351,307$176,047,943$3,470,131$179,518,074
    58IMPACTFOLIO LLC$434,116$146,297,039$146,297,039
    59HIGHPASS ASSET MANAGEMENT LLC$852,667$174,796,637$174,796,637
    60HELM INVESTMENT MANAGEMENT, LLC$586,877$286,395,940$286,395,940
    61HARBOR FINANCIAL GROUP, INC.$403,274$336,765,300$4,404,700$341,170,000
    62GHP INVESTMENT ADVISORS INC$629,314$2,096,278,377$72,335,976$2,168,614,353
    63GENEREUX INVESTMENT MANAGEMENT, INC.$455,432$130,253,479$130,253,479
    64GALLACHER CAPITAL MANAGEMENT, LLC$432,538$404,659,000$50,371,000$455,030,000
    65G&S CAPITAL LLC$320,590$301,995,338$301,995,338
    66FOCUSED ALPHA, LLC$545,328$284,115,839$284,115,839
    67FINANCIALLY SPEAKING INC$276,739$152,802,524$3,001,295$155,803,819
    68FINANCIAL SECURITY MANAGEMENT, INC$186,355$415,044,292$1,272,348$416,316,640
    69FFG RETIREMENT COUNSELING$274,557$159,242,923$159,242,923
    70ESSENTIAL INVESTMENT PARTNERS, LLC$825,233$208,776,507$9,084,970$217,861,477
    71ELDERADO FINANCIAL, INC$179,337$147,953,170$147,953,170
    72EDGEROCK WEALTH MANAGEMENT$256,265$231,151,051$231,151,051
    73EDGEROCK WEALTH MANAGEMENT$256,265$231,151,051$231,151,051
    74DIVERSIFIED ASSET MANAGEMENT, INC.$1,455,837$117,922,794$117,922,794
    75DESTINY CAPITAL CORPORATION$336,235$266,676,348$27,529,393$294,205,741
    76CUSTOS FAMILY OFFICE LLC$1,279,504$274,774,699$22,070,255$296,844,954
    77CUSTOM PORTFOLIO GROUP$2,028,669$170,697,437$1,739,422$172,436,859
    78CREDENTIALED WEALTH ADVISORS, LLC$145,734$103,423,852$52,365,516$155,789,368
    79CORNERSTONE INVESTMENT ADVISORS, LLC$539,365$93,603,015$46,092,448$139,695,463
    80COLORADO WEALTH GROUP LLC$450,563$116,245,250$116,245,250
    81COLORADO FINANCIAL MANAGEMENT LLC$663,692$2,110,459,507$12,691,960$2,123,151,467
    82COLORADO CAPITAL MANAGEMENT$634,010$430,694,593$57,493,413$488,188,006
    83CHERRY CREEK INVESTMENT ADVISORS INC$947,494$236,873,421$236,873,421
    84CHERRY CREEK FAMILY OFFICES$1,297,864$197,620,747$784,862,675$982,483,422
    85CEDRUS LLC$315,154$364,003,434$364,003,434
    86CAUSEY DEMGEN & MOORE P.C.$1,063,470$248,105,071$57,110,700$305,215,771
    87CAM INVESTOR SOLUTIONS$272,383$216,000,000$216,000,000
    88CALLAHAN CAPITAL MANAGEMENT$145,038$172,355,673$94,398$172,450,071
    89BUTLER FINANCIAL SERVICES$412,034$118,368,959$1,533,024$119,901,983
    90BSW WEALTH PARTNERS$527,647$1,715,025,118$28,846,586$1,743,871,704
    91BOULDER WEALTH ADVISORS, LLC$336,973$182,639,110$182,639,110
    92BONFIRE FINANCIAL, LLC$287,941$148,103,663$3,065,407$151,169,070
    93BAUER WEALTH MANAGEMENT INC.$268,844$97,218,493$7,092,969$104,311,462
    94BASON ASSET MANAGEMENT$796,744$584,082,000$6,305,000$590,387,000
    95AVERA CAPITAL WEALTH MANAGEMENT$272,023$105,722,979$7,982,829$113,705,808
    96ASPEN WEALTH STRATEGIES, LLC$220,879$244,889,415$3,599,328$248,488,743
    97ALTIUS FINANCIAL, INC.$247,792$131,577,506$131,577,506
    98ALPHA CAPITAL FAMILY OFFICE, LLC$420,889$186,830,029$4,674,427$191,504,456
    99ALL SEASON FINANCIAL ADVISORS, INC.$277,308$197,165,856$197,165,856
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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 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.