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 | SUNLIGHT PEAKS | $6,245,134 | $124,902,678 | — | $124,902,678 |
| 2 | WEALTHGATE FAMILY OFFICE LLC | $6,059,494 | $527,175,941 | — | $527,175,941 |
| 3 | JOHNSON FINANCIAL GROUP LLC | $2,836,146 | $1,677,347,982 | $486,631,578 | $2,163,979,560 |
| 4 | JACKSON CREEK INVESTMENT ADVISORS LLC | $2,421,152 | $295,380,512 | — | $295,380,512 |
| 5 | PLATTE RIVER WEALTH ADVISORS, LLC | $2,254,842 | $523,123,238 | — | $523,123,238 |
| 6 | JOHNSTON & ASSOCIATES INC | $2,111,505 | $201,874,962 | $144,411,881 | $346,286,843 |
| 7 | PARAGON CAPITAL MANAGEMENT | $2,030,020 | $1,275,790,722 | $147,253,562 | $1,423,044,284 |
| 8 | CUSTOM PORTFOLIO GROUP | $2,028,669 | $170,697,437 | $1,739,422 | $172,436,859 |
| 9 | JUPITER WEALTH MANAGEMENT, LLC | $1,601,953 | $367,259,963 | $33,228,232 | $400,488,195 |
| 10 | JFG WEALTH MANAGEMENT, LLC | $1,427,359 | $572,763,355 | $13,881,019 | $586,644,374 |
| 11 | CHERRY CREEK FAMILY OFFICES | $1,297,864 | $197,620,747 | $784,862,675 | $982,483,422 |
| 12 | CUSTOS FAMILY OFFICE LLC | $1,279,504 | $274,774,699 | $22,070,255 | $296,844,954 |
| 13 | TRANSITIONS WEALTH MANAGEMENT, LLC | $1,120,132 | $423,410,048 | — | $423,410,048 |
| 14 | CAUSEY DEMGEN & MOORE P.C. | $1,063,470 | $248,105,071 | $57,110,700 | $305,215,771 |
| 15 | KEYSTONE FINANCIAL SERVICES | $926,468 | $218,646,355 | — | $218,646,355 |
| 16 | TRAIL RIDGE INVESTMENT ADVISORS, LLC | $866,497 | $244,039,562 | $4,645,160 | $248,684,722 |
| 17 | ESSENTIAL INVESTMENT PARTNERS, LLC | $825,233 | $208,776,507 | $9,084,970 | $217,861,477 |
| 18 | JANICZEK WEALTH MANAGEMENT | $766,922 | $950,983,038 | — | $950,983,038 |
| 19 | THE WEALTH CONSERVANCY, INC. | $738,804 | $91,426,987 | $65,938,199 | $157,365,186 |
| 20 | MATTERN CAPITAL MANAGEMENT, LLC | $698,323 | $733,238,738 | — | $733,238,738 |
| 21 | COLORADO FINANCIAL MANAGEMENT LLC | $663,692 | $2,110,459,507 | $12,691,960 | $2,123,151,467 |
| 22 | WAKEFIELD WEALTH MANAGEMENT, LLLP | $645,443 | $300,720,006 | $74,927,758 | $375,647,764 |
| 23 | VISTA PRIVATE WEALTH PARTNERS LLC | $591,838 | $421,836,142 | $3,103,850 | $424,939,992 |
| 24 | HELM INVESTMENT MANAGEMENT, LLC | $586,877 | $286,395,940 | — | $286,395,940 |
| 25 | PEAK FINANCIAL ADVISORS | $569,485 | $222,119,157 | $1,688,606 | $223,807,763 |
| 26 | IWP WEALTH - PRIVATE CLIENT ADVISORS | $559,182 | $240,106,073 | $297,827,355 | $537,933,428 |
| 27 | FOCUSED ALPHA, LLC | $545,328 | $284,115,839 | — | $284,115,839 |
| 28 | ROSECAP INVESTMENT ADVISORS, LLC | $543,900 | $331,500,100 | $14,420,000 | $345,920,100 |
| 29 | SEASON INVESTMENTS, LLC | $533,389 | $148,210,202 | $32,075,270 | $180,285,472 |
| 30 | BSW WEALTH PARTNERS | $527,647 | $1,715,025,118 | $28,846,586 | $1,743,871,704 |
| 31 | J.F. WILLIAMS CO., INC. | $465,859 | — | $230,134,188 | $230,134,188 |
| 32 | COLORADO WEALTH GROUP LLC | $450,563 | $116,245,250 | — | $116,245,250 |
| 33 | IMPACTFOLIO LLC | $434,116 | $146,297,039 | — | $146,297,039 |
| 34 | THEORY FINANCIAL | $428,675 | $181,758,228 | — | $181,758,228 |
| 35 | SCHAEFER FINANCIAL MANAGEMENT, INC. | $425,543 | — | $760,020,287 | $760,020,287 |
| 36 | ALPHA CAPITAL FAMILY OFFICE, LLC | $420,889 | $186,830,029 | $4,674,427 | $191,504,456 |
| 37 | BUTLER FINANCIAL SERVICES | $412,034 | $118,368,959 | $1,533,024 | $119,901,983 |
| 38 | HARBOR FINANCIAL GROUP, INC. | $403,274 | $336,765,300 | $4,404,700 | $341,170,000 |
| 39 | WEALTH LEGACY INSTITUTE, INC. | $399,405 | $190,116,711 | — | $190,116,711 |
| 40 | PETRA FINANCIAL ADVISORS INC | $385,398 | $248,967,083 | — | $248,967,083 |
| 41 | KILTERHOWLING LLC | $360,938 | $171,414,500 | $29,266,931 | $200,681,431 |
| 42 | RAINSBERGER WEALTH ADVISORS | $345,691 | $287,693,471 | $19,971,624 | $307,665,095 |
| 43 | BOULDER WEALTH ADVISORS, LLC | $336,973 | $182,639,110 | — | $182,639,110 |
| 44 | VITAL INVESTMENT MANAGEMENT LLC | $327,760 | $155,171,226 | $1,170,499 | $156,341,725 |
| 45 | G&S CAPITAL LLC | $320,590 | $301,995,338 | — | $301,995,338 |
| 46 | THE HOLBEN GROUP, LLC | $318,182 | $140,000,000 | — | $140,000,000 |
| 47 | BONFIRE FINANCIAL, LLC | $287,941 | $148,103,663 | $3,065,407 | $151,169,070 |
| 48 | ALL SEASON FINANCIAL ADVISORS, INC. | $277,308 | $197,165,856 | — | $197,165,856 |
| 49 | FINANCIALLY SPEAKING INC | $276,739 | $152,802,524 | $3,001,295 | $155,803,819 |
| 50 | FFG RETIREMENT COUNSELING | $274,557 | $159,242,923 | — | $159,242,923 |
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.
