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
1J.F. Williams Co., Inc.$430,169$194,006,362$194,006,362
2Schaefer Financial Management, Inc.$403,191$672,523,282$672,523,282
3Integrated Financial Planning, P.C.$238,455$143,073,045$143,073,045
4Lotusgroup Advisors, LLC$115,307$73,618,701$86,196,459$159,815,160
5Cornerstone Investment Advisors, LLC$401,135$83,054,834$80,608,097$163,662,931
6Maddock Financial, LLC$1,268,654$93,644,562$26,877,580$120,522,142
7The Wealth Conservancy, Inc.$564,892$96,388,598$29,582,424$125,971,022
8CDKV Holdings LLC$436,498$107,324,771$490,271$107,815,042
9Genereux Investment Management, Inc.$380,119$112,895,361$112,895,361
10SUMMIT WEALTH ADVISORS, INC.$241,576$118,142,290$5,061,430$123,203,720
11Bonfire Financial, LLC$289,597$119,201,756$3,297,968$122,499,724
12Season Investments, LLC$438,630$125,099,645$26,666,205$151,765,850
13FFG Retirement Advisors LLC$236,658$125,665,486$125,665,486
14The Holben Group, LLC$229,656$127,000,000$127,000,000
15JHP Wealth Management, LLC$574,970$128,218,290$128,218,290
16Vital Investment Management LLC$270,158$128,237,413$897,875$129,135,288
17Alpha Capital Family Office, LLC$290,955$136,295,788$3,653,349$139,949,137
18Johnston James M & Associates Inc$1,672,975$136,809,431$117,482,710$254,292,141
19Integrity Wealth Solutions LLC$387,863$137,691,389$137,691,389
20Mueller Financial Solutions Co.$563,966$143,912,774$6,666,175$150,578,949
21Custom Portfolio Group LLC$1,850,698$146,145,110$11,164,210$157,309,320
22Highpass Asset Management LLC$791,754$150,433,315$150,433,315
23Kilterhowling LLC$314,407$151,831,023$11,974,768$163,805,791
24Callahan Capital Management Inc$128,369$152,162,211$1,880,694$154,042,905
25Boulder Wealth Advisors, LLC$317,592$156,255,111$156,255,111
26Wealth Legacy Institute, Inc.$328,245$160,840,035$160,840,035
27Whipplewood Advisors, LLC$550,669$163,964,679$2,887,951$166,852,630
28Panoramic Investment Advisors, LLC$257,572$166,906,372$166,906,372
29IWP Wealth Pca LLC$588,081$171,195,857$298,680,696$469,876,553
30Aspen Wealth Strategies, LLC$225,630$173,120,073$10,994,139$184,114,212
31Petra Financial Advisors Inc$327,237$174,090,333$174,090,333
32Custos Family Office LLC$1,201,491$174,246,806$5,976,792$180,223,598
33Cherry Creek Family Offices, LLC$1,189,031$183,424,915$671,488,019$854,912,934
34Essential Investment Partners, LLC$755,373$185,795,051$8,335,817$194,130,868
35The Retirement Planning Specialists, LLC$234,456$186,409,500$921,197$187,330,697
36M & A Consulting Group, LLC$310,855$189,000,000$189,000,000
37Peak Financial Advisors, LLC$514,642$192,780,051$210,675$192,990,726
38Keystone Financial Services$949,934$197,586,363$197,586,363
39Rosecap Investment Advisors, LLC$318,891$200,713,062$15,495,373$216,208,435
40Cherry Creek Investment Advisors Inc$868,815$204,171,457$204,171,457
41All Season Financial Advisors, Inc.$273,706$204,731,971$204,731,971
42Wealth Management Consultants Colorado, LLC$1,381,477$205,840,046$205,840,046
43IWP Wealth Management LLC$43,156,416$211,255,160$1,903,409,216$2,114,664,376
44Causey Demgen & Moore P.C.$631,981$215,626,621$37,797,599$253,424,220
45Rainsberger Wealth Advisors, Inc.$312,886$230,955,030$17,476,193$248,431,223
46Helm Investment Management, LLC$470,125$247,285,624$247,285,624
47Wakefield Wealth Management, LLLP$617,950$249,512,557$75,528,991$325,041,548
48G&S Capital LLC$289,570$259,744,612$259,744,612
49Harbor Financial Group, Inc.$360,938$271,431,500$4,324,900$275,756,400
50JFG Wealth Management, LLC$1,190,088$306,790,199$1,442,468$308,232,667
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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 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.