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
1ALL SEASON FINANCIAL ADVISORS, INC.$248,035$192,908,145$2,791,110$195,699,255
2ALPHA CAPITAL FAMILY OFFICE, LLC$378,244$138,481,246$2,981,846$141,463,092
3BASON ASSET MANAGEMENT$644,711$326,492,000$6,179,000$332,671,000
4BONFIRE FINANCIAL, LLC$281,744$108,098,067$3,190,915$111,288,982
5BSW WEALTH PARTNERS$440,572$1,230,087,897$7,037,673$1,237,125,570
6CALLAHAN CAPITAL MANAGEMENT$120,101$139,612,238$1,626,373$141,238,611
7CARDAN CAPITAL PARTNERS, LLC$427,107$888,740,839$52,603,263$941,344,102
8CAUSEY DEMGEN & MOORE P.C.$631,981$215,626,621$37,797,599$253,424,220
9CHERRY CREEK FAMILY OFFICES$1,223,828$183,665,870$681,580,406$865,246,276
10CHERRY CREEK INVESTMENT ADVISORS INC$880,000$176,000,000$176,000,000
11COLORADO CAPITAL MANAGEMENT$520,181$403,140,066$403,140,066
12COLORADO FINANCIAL MANAGEMENT LLC$570,961$1,561,160,490$15,834,136$1,576,994,626
13CORNERSTONE INVESTMENT ADVISORS, LLC$380,003$78,139,890$75,761,291$153,901,181
14CUSTOM PORTFOLIO GROUP$395,093$126,330,391$11,161,971$137,492,362
15CUSTOS FAMILY OFFICE LLC$1,114,771$121,240,036$5,843,825$127,083,861
16ESSENTIAL INVESTMENT PARTNERS, LLC$602,202$138,932,809$7,402,364$146,335,173
17G&S CAPITAL LLC$261,915$235,723,600$235,723,600
18GHP INVESTMENT ADVISORS INC$517,625$1,527,308,746$12,107,036$1,539,415,782
19HARBOR FINANCIAL GROUP, INC.$327,704$222,205,600$5,221,000$227,426,600
20HELM INVESTMENT MANAGEMENT, LLC$466,315$226,162,791$226,162,791
21HIGHPASS ASSET MANAGEMENT LLC$655,499$111,434,816$111,434,816
22INTEGRATED FINANCIAL PLANNING, P.C.$242,761$121,865,835$121,865,835
23INVESTMENT SECURITY GROUP, INC.$302,356$742,888,185$742,888,185
24IWP WEALTH - PRIVATE CLIENT ADVISORS$3,564,233$162,164,574$122,974,040$285,138,614
25IWP WEALTH MANAGEMENT LLC$40,630,500$188,973,019$1,842,551,958$2,031,524,977
26J.F. WILLIAMS CO., INC.$394,445$178,683,528$178,683,528
27JANICZEK WEALTH MANAGEMENT$574,967$599,690,523$599,690,523
28JFG WEALTH MANAGEMENT, LLC$1,088,054$208,757,623$4,500,873$213,258,496
29JHP WEALTH MANAGEMENT, LLC$1,615,534$108,240,788$108,240,788
30JOHNSON FINANCIAL GROUP LLC$2,051,827$920,565,791$201,783,806$1,122,349,597
31JOHNSTON & ASSOCIATES INC$1,754,285$130,785,272$127,094,614$257,879,886
32JUPITER WEALTH MANAGEMENT, LLC$1,485,610$334,507,783$33,923,541$368,431,324
33KILTERHOWLING LLC$282,841$120,773,032$120,773,032
34KOZAK & ASSOCIATES, INC.$207,505$320,803,081$320,803,081
35LUDWICK & SHIRMAN$362,008$139,734,928$139,734,928
36MATTERN CAPITAL MANAGEMENT, LLC$511,606$506,489,880$506,489,880
37MERCER GLOBAL ADVISORS INC.$484,544$15,278,918,122$570,047,462$15,848,965,584
38NORTHSTAR INVESTMENT ADVISORS LLC$979,800$843,607,987$843,607,987
39PANORAMIC INVESTMENT ADVISORS$553,181$146,592,906$146,592,906
40PARAGON CAPITAL MANAGEMENT$1,491,853$843,781,014$119,955,716$963,736,730
41PEAK ASSET MANAGEMENT, LLC$614,063$595,876,445$24,327,159$620,203,604
42PEAK FINANCIAL ADVISORS$457,051$163,404,564$219,580$163,624,144
43PETRA FINANCIAL ADVISORS INC$298,860$158,993,379$158,993,379
44PLATTE RIVER WEALTH ADVISORS, LLC$1,982,656$392,565,835$392,565,835
45PRIVATE CAPITAL MANAGEMENT, LLC$468,624$1,225,794,343$124,975$1,225,919,318
46RAINSBERGER WEALTH ADVISORS$291,127$194,389,420$16,968,914$211,358,334
47ROSECAP INVESTMENT ADVISORS, LLC$275,362$151,780,000$220,000$152,000,000
48SCHAEFER FINANCIAL MANAGEMENT, INC.$414,881$658,001,811$658,001,811
49SCHOOLCRAFT CAPITAL LLC$6,810,827$695,386,462$67,426,117$762,812,579
50SHARKEY HOWES & JAVER INC$288,746$694,486,397$111,403,085$805,889,482
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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 Sabrina Straub.

*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.