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
51Jupiter Wealth Management, LLC$1,540,613$350,964,306$29,567,024$380,531,330
52Platte River Wealth Advisors, LLC$2,077,651$427,996,168$427,996,168
53Kozak & Tripp Private Asset Management, Inc.$266,299$406,798,739$27,268,008$434,066,747
54Bason Asset Management LLC$686,874$432,672,889$6,926,604$439,599,493
55Colorado Capital Management, Inc.$514,104$428,577,298$17,150,575$445,727,873
56IWP Wealth Pca LLC$588,081$171,195,857$298,680,696$469,876,553
57Mattern Capital Management, LLC$542,101$577,879,545$577,879,545
58The Millstone Evans Group, LLC$386,084$643,343,904$7,207,239$650,551,143
59Schaefer Financial Management, Inc.$403,191$672,523,282$672,523,282
60SHINE WEALTH PARTNERS$462,480$712,850,449$7,693,209$720,543,658
61Peak Asset Management, LLC$659,782$700,893,407$28,165,240$729,058,647
62Sharkey Howes & Javer Inc$288,413$769,485,101$769,485,101
63Wealthgate Family Office LLC$7,329,031$769,548,212$769,548,212
64Janiczek Wealth Management, LLC$716,253$780,000,000$780,000,000
65Investment Security Group, Inc.$299,974$798,230,467$798,230,467
66Cherry Creek Family Offices, LLC$1,189,031$183,424,915$671,488,019$854,912,934
67Schoolcraft Capital LLC$5,681,426$798,605,836$70,652,372$869,258,208
68Northstar Investment Advisors LLC$947,034$903,470,642$903,470,642
69Cardan Capital Partners, LLC$450,317$992,498,537$992,498,537
70Paragon Capital Management$1,636,262$1,000,482,171$115,448,292$1,115,930,463
71Private Capital Management, LLC$458,216$1,311,639,564$232,994$1,311,872,558
72Johnson Financial Group LLC$2,183,654$1,162,313,124$178,450,424$1,340,763,548
73BSW Wealth Partners, Inc., A Public Benefit Corporation$501,831$1,508,512,895$7,519,184$1,516,032,079
74GHP Investment Advisors Inc$1,909,603$1,734,812,803$10,564,180$1,745,376,983
75Sargent Bickham Lagudis, LLC$618,445$1,782,233,437$21,151,516$1,803,384,953
76Obermeyer Wood Investment Counsel, LLLP$956,201$1,956,386,999$1,956,386,999
77IWP Wealth Management LLC$43,156,416$211,255,160$1,903,409,216$2,114,664,376
78MERCER GLOBAL ADVISORS INC.$484,544$15,278,918,122$570,047,462$15,848,965,584
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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.