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 |
|---|---|---|---|---|---|
| 1 | IWP Wealth Management LLC | $43,156,416 | $211,255,160 | $1,903,409,216 | $2,114,664,376 |
| 2 | Wealthgate Family Office LLC | $7,329,031 | $769,548,212 | — | $769,548,212 |
| 3 | Schoolcraft Capital LLC | $5,681,426 | $798,605,836 | $70,652,372 | $869,258,208 |
| 4 | Johnson Financial Group LLC | $2,183,654 | $1,162,313,124 | $178,450,424 | $1,340,763,548 |
| 5 | Platte River Wealth Advisors, LLC | $2,077,651 | $427,996,168 | — | $427,996,168 |
| 6 | GHP Investment Advisors Inc | $1,909,603 | $1,734,812,803 | $10,564,180 | $1,745,376,983 |
| 7 | Custom Portfolio Group LLC | $1,850,698 | $146,145,110 | $11,164,210 | $157,309,320 |
| 8 | Johnston James M & Associates Inc | $1,672,975 | $136,809,431 | $117,482,710 | $254,292,141 |
| 9 | Paragon Capital Management | $1,636,262 | $1,000,482,171 | $115,448,292 | $1,115,930,463 |
| 10 | Jupiter Wealth Management, LLC | $1,540,613 | $350,964,306 | $29,567,024 | $380,531,330 |
| 11 | Wealth Management Consultants Colorado, LLC | $1,381,477 | $205,840,046 | — | $205,840,046 |
| 12 | Maddock Financial, LLC | $1,268,654 | $93,644,562 | $26,877,580 | $120,522,142 |
| 13 | Custos Family Office LLC | $1,201,491 | $174,246,806 | $5,976,792 | $180,223,598 |
| 14 | JFG Wealth Management, LLC | $1,190,088 | $306,790,199 | $1,442,468 | $308,232,667 |
| 15 | Cherry Creek Family Offices, LLC | $1,189,031 | $183,424,915 | $671,488,019 | $854,912,934 |
| 16 | Obermeyer Wood Investment Counsel, LLLP | $956,201 | $1,956,386,999 | — | $1,956,386,999 |
| 17 | Keystone Financial Services | $949,934 | $197,586,363 | — | $197,586,363 |
| 18 | Northstar Investment Advisors LLC | $947,034 | $903,470,642 | — | $903,470,642 |
| 19 | Transitions Wealth Management, LLC | $941,127 | $348,216,975 | — | $348,216,975 |
| 20 | Cherry Creek Investment Advisors Inc | $868,815 | $204,171,457 | — | $204,171,457 |
| 21 | Highpass Asset Management LLC | $791,754 | $150,433,315 | — | $150,433,315 |
| 22 | Essential Investment Partners, LLC | $755,373 | $185,795,051 | $8,335,817 | $194,130,868 |
| 23 | Janiczek Wealth Management, LLC | $716,253 | $780,000,000 | — | $780,000,000 |
| 24 | Bason Asset Management LLC | $686,874 | $432,672,889 | $6,926,604 | $439,599,493 |
| 25 | Peak Asset Management, LLC | $659,782 | $700,893,407 | $28,165,240 | $729,058,647 |
| 26 | Causey Demgen & Moore P.C. | $631,981 | $215,626,621 | $37,797,599 | $253,424,220 |
| 27 | Sargent Bickham Lagudis, LLC | $618,445 | $1,782,233,437 | $21,151,516 | $1,803,384,953 |
| 28 | Wakefield Wealth Management, LLLP | $617,950 | $249,512,557 | $75,528,991 | $325,041,548 |
| 29 | IWP Wealth Pca LLC | $588,081 | $171,195,857 | $298,680,696 | $469,876,553 |
| 30 | JHP Wealth Management, LLC | $574,970 | $128,218,290 | — | $128,218,290 |
| 31 | The Wealth Conservancy, Inc. | $564,892 | $96,388,598 | $29,582,424 | $125,971,022 |
| 32 | Mueller Financial Solutions Co. | $563,966 | $143,912,774 | $6,666,175 | $150,578,949 |
| 33 | Whipplewood Advisors, LLC | $550,669 | $163,964,679 | $2,887,951 | $166,852,630 |
| 34 | Mattern Capital Management, LLC | $542,101 | $577,879,545 | — | $577,879,545 |
| 35 | Peak Financial Advisors, LLC | $514,642 | $192,780,051 | $210,675 | $192,990,726 |
| 36 | Colorado Capital Management, Inc. | $514,104 | $428,577,298 | $17,150,575 | $445,727,873 |
| 37 | BSW Wealth Partners, Inc., A Public Benefit Corporation | $501,831 | $1,508,512,895 | $7,519,184 | $1,516,032,079 |
| 38 | MERCER GLOBAL ADVISORS INC. | $484,544 | $15,278,918,122 | $570,047,462 | $15,848,965,584 |
| 39 | Helm Investment Management, LLC | $470,125 | $247,285,624 | — | $247,285,624 |
| 40 | SHINE WEALTH PARTNERS | $462,480 | $712,850,449 | $7,693,209 | $720,543,658 |
| 41 | Private Capital Management, LLC | $458,216 | $1,311,639,564 | $232,994 | $1,311,872,558 |
| 42 | Cardan Capital Partners, LLC | $450,317 | $992,498,537 | — | $992,498,537 |
| 43 | Season Investments, LLC | $438,630 | $125,099,645 | $26,666,205 | $151,765,850 |
| 44 | CDKV Holdings LLC | $436,498 | $107,324,771 | $490,271 | $107,815,042 |
| 45 | J.F. Williams Co., Inc. | $430,169 | — | $194,006,362 | $194,006,362 |
| 46 | Schaefer Financial Management, Inc. | $403,191 | — | $672,523,282 | $672,523,282 |
| 47 | Cornerstone Investment Advisors, LLC | $401,135 | $83,054,834 | $80,608,097 | $163,662,931 |
| 48 | Integrity Wealth Solutions LLC | $387,863 | $137,691,389 | — | $137,691,389 |
| 49 | The Millstone Evans Group, LLC | $386,084 | $643,343,904 | $7,207,239 | $650,551,143 |
| 50 | Genereux Investment Management, Inc. | $380,119 | $112,895,361 | — | $112,895,361 |
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.
