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
1Helm Investment Management, LLC$470,125$247,285,624$247,285,624
2Triumph Capital Management$109,422$372,911,856$372,911,856
3All Season Financial Advisors, Inc.$273,706$204,731,971$204,731,971
4Wealth Legacy Institute, Inc.$328,245$160,840,035$160,840,035
5Platte River Wealth Advisors, LLC$2,077,651$427,996,168$427,996,168
6Northstar Investment Advisors LLC$947,034$903,470,642$903,470,642
7Cardan Capital Partners, LLC$450,317$992,498,537$992,498,537
8Boulder Wealth Advisors, LLC$317,592$156,255,111$156,255,111
9Petra Financial Advisors Inc$327,237$174,090,333$174,090,333
10Keystone Financial Services$949,934$197,586,363$197,586,363
11JHP Wealth Management, LLC$574,970$128,218,290$128,218,290
12Janiczek Wealth Management, LLC$716,253$780,000,000$780,000,000
13Wealth Management Consultants Colorado, LLC$1,381,477$205,840,046$205,840,046
14G&S Capital LLC$289,570$259,744,612$259,744,612
15Integrity Wealth Solutions LLC$387,863$137,691,389$137,691,389
16FFG Retirement Advisors LLC$236,658$125,665,486$125,665,486
17M & A Consulting Group, LLC$310,855$189,000,000$189,000,000
18Investment Security Group, Inc.$299,974$798,230,467$798,230,467
19The Holben Group, LLC$229,656$127,000,000$127,000,000
20Wealthgate Family Office LLC$7,329,031$769,548,212$769,548,212
21Wambolt & Associates, LLC$261,056$327,625,599$327,625,599
22Cherry Creek Investment Advisors Inc$868,815$204,171,457$204,171,457
23Genereux Investment Management, Inc.$380,119$112,895,361$112,895,361
24Highpass Asset Management LLC$791,754$150,433,315$150,433,315
25Sharkey Howes & Javer Inc$288,413$769,485,101$769,485,101
26Panoramic Investment Advisors, LLC$257,572$166,906,372$166,906,372
27Mattern Capital Management, LLC$542,101$577,879,545$577,879,545
28Transitions Wealth Management, LLC$941,127$348,216,975$348,216,975
29Obermeyer Wood Investment Counsel, LLLP$956,201$1,956,386,999$1,956,386,999
30Peak Financial Advisors, LLC$514,642$192,780,051$210,675$192,990,726
31Private Capital Management, LLC$458,216$1,311,639,564$232,994$1,311,872,558
32CDKV Holdings LLC$436,498$107,324,771$490,271$107,815,042
33Financial Security Management, Inc$172,070$332,353,365$773,913$333,127,278
34Vital Investment Management LLC$270,158$128,237,413$897,875$129,135,288
35The Retirement Planning Specialists, LLC$234,456$186,409,500$921,197$187,330,697
36JFG Wealth Management, LLC$1,190,088$306,790,199$1,442,468$308,232,667
37Callahan Capital Management Inc$128,369$152,162,211$1,880,694$154,042,905
38Whipplewood Advisors, LLC$550,669$163,964,679$2,887,951$166,852,630
39Bonfire Financial, LLC$289,597$119,201,756$3,297,968$122,499,724
40Alpha Capital Family Office, LLC$290,955$136,295,788$3,653,349$139,949,137
41Harbor Financial Group, Inc.$360,938$271,431,500$4,324,900$275,756,400
42SUMMIT WEALTH ADVISORS, INC.$241,576$118,142,290$5,061,430$123,203,720
43Custos Family Office LLC$1,201,491$174,246,806$5,976,792$180,223,598
44Mueller Financial Solutions Co.$563,966$143,912,774$6,666,175$150,578,949
45Bason Asset Management LLC$686,874$432,672,889$6,926,604$439,599,493
46The Millstone Evans Group, LLC$386,084$643,343,904$7,207,239$650,551,143
47BSW Wealth Partners, Inc., A Public Benefit Corporation$501,831$1,508,512,895$7,519,184$1,516,032,079
48SHINE WEALTH PARTNERS$462,480$712,850,449$7,693,209$720,543,658
49Essential Investment Partners, LLC$755,373$185,795,051$8,335,817$194,130,868
50GHP Investment Advisors Inc$1,909,603$1,734,812,803$10,564,180$1,745,376,983
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Showing 1 to 50 of 78 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 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.