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
51Aspen Wealth Strategies, LLC$225,630$173,120,073$10,994,139$184,114,212
52Custom Portfolio Group LLC$1,850,698$146,145,110$11,164,210$157,309,320
53Kilterhowling LLC$314,407$151,831,023$11,974,768$163,805,791
54Rosecap Investment Advisors, LLC$318,891$200,713,062$15,495,373$216,208,435
55Colorado Capital Management, Inc.$514,104$428,577,298$17,150,575$445,727,873
56Rainsberger Wealth Advisors, Inc.$312,886$230,955,030$17,476,193$248,431,223
57Sargent Bickham Lagudis, LLC$618,445$1,782,233,437$21,151,516$1,803,384,953
58Season Investments, LLC$438,630$125,099,645$26,666,205$151,765,850
59Maddock Financial, LLC$1,268,654$93,644,562$26,877,580$120,522,142
60Kozak & Tripp Private Asset Management, Inc.$266,299$406,798,739$27,268,008$434,066,747
61Peak Asset Management, LLC$659,782$700,893,407$28,165,240$729,058,647
62Jupiter Wealth Management, LLC$1,540,613$350,964,306$29,567,024$380,531,330
63The Wealth Conservancy, Inc.$564,892$96,388,598$29,582,424$125,971,022
64Causey Demgen & Moore P.C.$631,981$215,626,621$37,797,599$253,424,220
65Schoolcraft Capital LLC$5,681,426$798,605,836$70,652,372$869,258,208
66Wakefield Wealth Management, LLLP$617,950$249,512,557$75,528,991$325,041,548
67Cornerstone Investment Advisors, LLC$401,135$83,054,834$80,608,097$163,662,931
68Lotusgroup Advisors, LLC$115,307$73,618,701$86,196,459$159,815,160
69Paragon Capital Management$1,636,262$1,000,482,171$115,448,292$1,115,930,463
70Johnston James M & Associates Inc$1,672,975$136,809,431$117,482,710$254,292,141
71Integrated Financial Planning, P.C.$238,455$143,073,045$143,073,045
72Johnson Financial Group LLC$2,183,654$1,162,313,124$178,450,424$1,340,763,548
73J.F. Williams Co., Inc.$430,169$194,006,362$194,006,362
74IWP Wealth Pca LLC$588,081$171,195,857$298,680,696$469,876,553
75MERCER GLOBAL ADVISORS INC.$484,544$15,278,918,122$570,047,462$15,848,965,584
76Cherry Creek Family Offices, LLC$1,189,031$183,424,915$671,488,019$854,912,934
77Schaefer Financial Management, Inc.$403,191$672,523,282$672,523,282
78IWP Wealth Management LLC$43,156,416$211,255,160$1,903,409,216$2,114,664,376
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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.