# The AdvisorIQ RIA directory

As of October 2, 2026, 8,687 SEC-registered and 14,202 state-registered independent wealth management RIAs reported $10.1 trillion in regulatory assets under management, according to Form ADV data from the SEC and state regulators.

As of: 2026-10-02
Address: https://advisoriq.com/ria/

## Facts

- population: Independent wealth management RIAs: firms whose individual and high net worth clients hold at least half of their regulatory assets and that offer financial planning or portfolio management for individuals, leaving out broker-dealers, banks and their advisory arms (those are in a separate all wealth firms view). Asset managers, private fund managers and pension consultants are not in the directory.
- independent_wealth_management_rias: 22889
- sec_registered: 8687
- state_registered: 14202
- raum: 10066173687765
- broker_dealer_affiliated_firms_not_included: 982
- largest: rank: 1, crd: 107342, firm: Fisher Investments, state: TX, value: 386669724038; rank: 2, crd: 104510, firm: Edelman Financial Engines, state: CA, value: 326285243393; rank: 3, crd: 105348, firm: Creative Planning, state: KS, value: 295568603071; rank: 4, crd: 145323, firm: Hightower Advisors, LLC, state: IL, value: 198577009283; rank: 5, crd: 112058, firm: Empower Advisory Group, LLC, state: CO, value: 195426321479; rank: 6, crd: 159289, firm: Focus Partners Wealth, LLC, state: MO, value: 181862000000; rank: 7, crd: 319448, firm: Corient, state: FL, value: 165252436553; rank: 8, crd: 151559, firm: Cerity Partners LLC, state: NY, value: 161675524141; rank: 9, crd: 140195, firm: Mariner, state: KS, value: 125408489288; rank: 10, crd: 116407, firm: Wealth Enhancement Advisory Services, LLC, state: MN, value: 122186725110
- fastest-growing: rank: 1, crd: 301761, firm: Vise AI Advisors, state: NY, value: 2.91759495231291; rank: 2, crd: 285967, firm: Xypn Sapphire, state: MT, value: 2.90439305675239; rank: 3, crd: 318493, firm: Savvy, state: NY, value: 2.86086185199406; rank: 4, crd: 336316, firm: Tempo Wealth, state: OH, value: 2.72423029817093; rank: 5, crd: 331719, firm: Spartan Wealth Management, state: MI, value: 2.65009005951676; rank: 6, crd: 152667, firm: Bluespring Wealth Management, LLC, state: TX, value: 2.64781783456107; rank: 7, crd: 133535, firm: Arax Advisory Partners, state: NY, value: 2.62408113084082; rank: 8, crd: 131359, firm: Salem Partners Wealth Management, LLC, state: CA, value: 2.62199821712424; rank: 9, crd: 326523, firm: Triad Wealth Partners, LLC, state: KS, value: 2.59206204878023; rank: 10, crd: 332803, firm: The Wellington GRP LLC, state: IN, value: 2.47190454802094

## Notes

- Firm-level data only. Individual people, street addresses and phone numbers are never shown.
- Asset managers, private fund managers, pension consultants and exempt reporting advisers are left out.

## Sources

- SEC, Information About Registered Investment Advisers (ia100226.zip), checked 2026-10-07: https://www.sec.gov/files/investment/data/other/information-about-registered-investment-advisers-exempt-reporting-advisers/ia100226.zip
- IAPD compilation reports (IA_FIRM_STATE_Feed_10_07_2026.xml.gz), checked 2026-10-07: https://adviserinfo.sec.gov/compilation

## Related

- [RIA industry data](https://advisoriq.com/ria/industry/)
- [RIA market data by state](https://advisoriq.com/ria/states/)
- [RIA rankings](https://advisoriq.com/ria/rankings/)
- [RIA industry reports](https://advisoriq.com/ria/reports/)
- [How the directory is built](https://advisoriq.com/ria/methodology/)

## Cite as

AdvisorIQ, as of 2026-10-02. https://advisoriq.com/ria/

License: https://advisoriq.com/license/