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
1MERCER GLOBAL ADVISORS INC.$484,544$15,278,918,122$570,047,462$15,848,965,584
2IWP Wealth Management LLC$43,156,416$211,255,160$1,903,409,216$2,114,664,376
3Obermeyer Wood Investment Counsel, LLLP$956,201$1,956,386,999$1,956,386,999
4Sargent Bickham Lagudis, LLC$618,445$1,782,233,437$21,151,516$1,803,384,953
5GHP Investment Advisors Inc$1,909,603$1,734,812,803$10,564,180$1,745,376,983
6BSW Wealth Partners, Inc., A Public Benefit Corporation$501,831$1,508,512,895$7,519,184$1,516,032,079
7Johnson Financial Group LLC$2,183,654$1,162,313,124$178,450,424$1,340,763,548
8Private Capital Management, LLC$458,216$1,311,639,564$232,994$1,311,872,558
9Paragon Capital Management$1,636,262$1,000,482,171$115,448,292$1,115,930,463
10Cardan Capital Partners, LLC$450,317$992,498,537$992,498,537
11Northstar Investment Advisors LLC$947,034$903,470,642$903,470,642
12Schoolcraft Capital LLC$5,681,426$798,605,836$70,652,372$869,258,208
13Cherry Creek Family Offices, LLC$1,189,031$183,424,915$671,488,019$854,912,934
14Investment Security Group, Inc.$299,974$798,230,467$798,230,467
15Janiczek Wealth Management, LLC$716,253$780,000,000$780,000,000
16Wealthgate Family Office LLC$7,329,031$769,548,212$769,548,212
17Sharkey Howes & Javer Inc$288,413$769,485,101$769,485,101
18Peak Asset Management, LLC$659,782$700,893,407$28,165,240$729,058,647
19SHINE WEALTH PARTNERS$462,480$712,850,449$7,693,209$720,543,658
20Schaefer Financial Management, Inc.$403,191$672,523,282$672,523,282
21The Millstone Evans Group, LLC$386,084$643,343,904$7,207,239$650,551,143
22Mattern Capital Management, LLC$542,101$577,879,545$577,879,545
23IWP Wealth Pca LLC$588,081$171,195,857$298,680,696$469,876,553
24Colorado Capital Management, Inc.$514,104$428,577,298$17,150,575$445,727,873
25Bason Asset Management LLC$686,874$432,672,889$6,926,604$439,599,493
26Kozak & Tripp Private Asset Management, Inc.$266,299$406,798,739$27,268,008$434,066,747
27Platte River Wealth Advisors, LLC$2,077,651$427,996,168$427,996,168
28Jupiter Wealth Management, LLC$1,540,613$350,964,306$29,567,024$380,531,330
29Triumph Capital Management$109,422$372,911,856$372,911,856
30Transitions Wealth Management, LLC$941,127$348,216,975$348,216,975
31Financial Security Management, Inc$172,070$332,353,365$773,913$333,127,278
32Wambolt & Associates, LLC$261,056$327,625,599$327,625,599
33Wakefield Wealth Management, LLLP$617,950$249,512,557$75,528,991$325,041,548
34JFG Wealth Management, LLC$1,190,088$306,790,199$1,442,468$308,232,667
35Harbor Financial Group, Inc.$360,938$271,431,500$4,324,900$275,756,400
36G&S Capital LLC$289,570$259,744,612$259,744,612
37Johnston James M & Associates Inc$1,672,975$136,809,431$117,482,710$254,292,141
38Causey Demgen & Moore P.C.$631,981$215,626,621$37,797,599$253,424,220
39Rainsberger Wealth Advisors, Inc.$312,886$230,955,030$17,476,193$248,431,223
40Helm Investment Management, LLC$470,125$247,285,624$247,285,624
41Rosecap Investment Advisors, LLC$318,891$200,713,062$15,495,373$216,208,435
42Wealth Management Consultants Colorado, LLC$1,381,477$205,840,046$205,840,046
43All Season Financial Advisors, Inc.$273,706$204,731,971$204,731,971
44Cherry Creek Investment Advisors Inc$868,815$204,171,457$204,171,457
45Keystone Financial Services$949,934$197,586,363$197,586,363
46Essential Investment Partners, LLC$755,373$185,795,051$8,335,817$194,130,868
47J.F. Williams Co., Inc.$430,169$194,006,362$194,006,362
48Peak Financial Advisors, LLC$514,642$192,780,051$210,675$192,990,726
49M & A Consulting Group, LLC$310,855$189,000,000$189,000,000
50The Retirement Planning Specialists, LLC$234,456$186,409,500$921,197$187,330,697
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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 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.