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
1IWP Wealth Management LLC$43,156,416$211,255,160$1,903,409,216$2,114,664,376
2Schaefer Financial Management, Inc.$403,191$672,523,282$672,523,282
3Cherry Creek Family Offices, LLC$1,189,031$183,424,915$671,488,019$854,912,934
4MERCER GLOBAL ADVISORS INC.$484,544$15,278,918,122$570,047,462$15,848,965,584
5IWP Wealth Pca LLC$588,081$171,195,857$298,680,696$469,876,553
6J.F. Williams Co., Inc.$430,169$194,006,362$194,006,362
7Johnson Financial Group LLC$2,183,654$1,162,313,124$178,450,424$1,340,763,548
8Integrated Financial Planning, P.C.$238,455$143,073,045$143,073,045
9Johnston James M & Associates Inc$1,672,975$136,809,431$117,482,710$254,292,141
10Paragon Capital Management$1,636,262$1,000,482,171$115,448,292$1,115,930,463
11Lotusgroup Advisors, LLC$115,307$73,618,701$86,196,459$159,815,160
12Cornerstone Investment Advisors, LLC$401,135$83,054,834$80,608,097$163,662,931
13Wakefield Wealth Management, LLLP$617,950$249,512,557$75,528,991$325,041,548
14Schoolcraft Capital LLC$5,681,426$798,605,836$70,652,372$869,258,208
15Causey Demgen & Moore P.C.$631,981$215,626,621$37,797,599$253,424,220
16The Wealth Conservancy, Inc.$564,892$96,388,598$29,582,424$125,971,022
17Jupiter Wealth Management, LLC$1,540,613$350,964,306$29,567,024$380,531,330
18Peak Asset Management, LLC$659,782$700,893,407$28,165,240$729,058,647
19Kozak & Tripp Private Asset Management, Inc.$266,299$406,798,739$27,268,008$434,066,747
20Maddock Financial, LLC$1,268,654$93,644,562$26,877,580$120,522,142
21Season Investments, LLC$438,630$125,099,645$26,666,205$151,765,850
22Sargent Bickham Lagudis, LLC$618,445$1,782,233,437$21,151,516$1,803,384,953
23Rainsberger Wealth Advisors, Inc.$312,886$230,955,030$17,476,193$248,431,223
24Colorado Capital Management, Inc.$514,104$428,577,298$17,150,575$445,727,873
25Rosecap Investment Advisors, LLC$318,891$200,713,062$15,495,373$216,208,435
26Kilterhowling LLC$314,407$151,831,023$11,974,768$163,805,791
27Custom Portfolio Group LLC$1,850,698$146,145,110$11,164,210$157,309,320
28Aspen Wealth Strategies, LLC$225,630$173,120,073$10,994,139$184,114,212
29GHP Investment Advisors Inc$1,909,603$1,734,812,803$10,564,180$1,745,376,983
30Essential Investment Partners, LLC$755,373$185,795,051$8,335,817$194,130,868
31SHINE WEALTH PARTNERS$462,480$712,850,449$7,693,209$720,543,658
32BSW Wealth Partners, Inc., A Public Benefit Corporation$501,831$1,508,512,895$7,519,184$1,516,032,079
33The Millstone Evans Group, LLC$386,084$643,343,904$7,207,239$650,551,143
34Bason Asset Management LLC$686,874$432,672,889$6,926,604$439,599,493
35Mueller Financial Solutions Co.$563,966$143,912,774$6,666,175$150,578,949
36Custos Family Office LLC$1,201,491$174,246,806$5,976,792$180,223,598
37SUMMIT WEALTH ADVISORS, INC.$241,576$118,142,290$5,061,430$123,203,720
38Harbor Financial Group, Inc.$360,938$271,431,500$4,324,900$275,756,400
39Alpha Capital Family Office, LLC$290,955$136,295,788$3,653,349$139,949,137
40Bonfire Financial, LLC$289,597$119,201,756$3,297,968$122,499,724
41Whipplewood Advisors, LLC$550,669$163,964,679$2,887,951$166,852,630
42Callahan Capital Management Inc$128,369$152,162,211$1,880,694$154,042,905
43JFG Wealth Management, LLC$1,190,088$306,790,199$1,442,468$308,232,667
44The Retirement Planning Specialists, LLC$234,456$186,409,500$921,197$187,330,697
45Vital Investment Management LLC$270,158$128,237,413$897,875$129,135,288
46Financial Security Management, Inc$172,070$332,353,365$773,913$333,127,278
47CDKV Holdings LLC$436,498$107,324,771$490,271$107,815,042
48Private Capital Management, LLC$458,216$1,311,639,564$232,994$1,311,872,558
49Peak Financial Advisors, LLC$514,642$192,780,051$210,675$192,990,726
50Helm Investment Management, LLC$470,125$247,285,624$247,285,624
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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.