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For asset managers
AdvisorIQ

Ranking, United States

Independent RIAs with the biggest asset gains over one year

As of October 2, 2026, Fisher Investments ranked #1 nationally in AdvisorIQ's ranking of independent RIAs with the biggest asset gains over one year, with $87.9 billion.

Include wirehouses and broker-dealer firms

SEC-registered firms ranked by the dollar increase in RAUM between the SEC snapshots of September 2, 2025 and October 2, 2026. Only firms whose RAUM rose are ranked; base_value is the starting RAUM. Independent wealth management RIAs are ranked: 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. The all wealth firms view ranks the same way with those broker-dealer affiliated firms added. Asset managers, private fund managers, pension consultants and platform managers are never ranked (see the methodology). Only SEC-registered firms are ranked: the state-registered firm data is current only, with no earlier snapshots. Growth includes market movement, net new assets and acquisitions. State lists use each firm's main office state, or its registration state when the main office is not public. The US list leaves out firms whose main office is outside the United States. Equal values share a rank and are listed by CRD number.

Rank Firm City and state Increase
1 Fisher Investments Plano, TX $87.9 billion
2 Focus Partners Wealth, LLC St. Louis, MO $86.0 billion
3 Creative Planning Overland Park, KS $78.2 billion
4 Cerity Partners LLC New York, NY $38.8 billion
5 Empower Advisory Group, LLC Greenwood Village, CO $36.3 billion
6 Hightower Advisors, LLC Chicago, IL $33.8 billion
7 Edelman Financial Engines Santa Clara, CA $33.4 billion
8 Wealth Enhancement Advisory Services, LLC Plymouth, MN $27.6 billion
9 Mariner Overland Park, KS $26.8 billion
10 Savant Wealth Management Rockford, IL $26.0 billion
11 Mercer Global Advisors Inc. Denver, CO $24.1 billion
12 Mai Capital Management, LLC Cleveland, OH $22.5 billion
13 Corient Miami, FL $21.6 billion
14 Ieq Capital, LLC Foster City, CA $21.4 billion
15 Arax Advisory Partners New York, NY $19.2 billion
16 CWM, LLC Omaha, NE $16.8 billion
17 Beacon Pointe Advisors, LLC Newport Beach, CA $15.0 billion
18 Waverly Advisors, LLC Birmingham, AL $13.7 billion
19 Lido Los Angeles, CA $13.4 billion
20 Betterment New York, NY $13.2 billion
21 AE Wealth Management, LLC Topeka, KS $12.3 billion
22 Wealthfront Advisers LLC Palo Alto, CA $11.8 billion
23 Focus Advisor Solutions, LLC St. Louis, MO $11.6 billion
24 Summit Financial, LLC Parsippany, NJ $11.4 billion
25 Openarc Corporate Advisory, LLC Atlanta, GA $10.1 billion
26 Pathstone Englewood, NJ $9.9 billion
27 Clearstead; Clearstead Advisory Solutions Cleveland, OH $9.6 billion
28 EP Wealth Advisors Torrance, CA $9.6 billion
29 Sequoia Financial Group, L.L.C. Akron, OH $9.2 billion
30 Cresset Asset Management, LLC Chicago, IL $8.6 billion
31 Wealthspire Advisors New York, NY $8.5 billion
32 Farther San Francisco, CA $8.5 billion
33 Allworth Financial, L.P. Folsom, CA $8.5 billion
34 Integrated Wealth Concepts LLC Waltham, MA $8.4 billion
35 New Edge Wealth Stamford, CT $7.9 billion
36 Moneta Group Investment Advisors, LLC St. Louis, MO $7.7 billion
37 United Capital Financial Advisors Irving, TX $7.4 billion
38 Mission Wealth Management, LP Santa Barbara, CA $7.0 billion
39 Alphacore Capital LLC La Jolla, CA $6.9 billion
40 Apella Wealth West Hartford, CT $6.4 billion
41 Vise AI Advisors New York City, NY $6.3 billion
42 Concentric Walnut Creek, CA $6.2 billion
43 CW Advisors, LLC Boston, MA $5.9 billion
44 Elevation Point Wealth Partners, LLC Denver, CO $5.9 billion
45 Concurrent Investment Advisors, LLC Tampa, FL $5.8 billion
46 Northrock Partners, LLC Minneapolis, MN $5.6 billion
47 SCS Capital Management LLC Boston, MA $5.5 billion
48 BBR Partners, LLC New York, NY $5.3 billion
49 Jordan Park Group LLC San Francisco, CA $5.1 billion
50 Plante Moran Financial Advisors Southfield, MI $5.1 billion
51 Pitcairn Conshohocken, PA $5.1 billion
52 Modern Wealth Management, LLC Kansas City, MO $4.8 billion
53 LNW Seattle, WA $4.5 billion
54 Aptus Capital Advisors, LLC Fairhope, AL $4.3 billion
55 HB Wealth Atlanta, GA $4.3 billion
56 Bluespring Wealth Management, LLC Austin, TX $3.9 billion
57 Brighton Jones LLC Seattle, WA $3.9 billion
58 Apollon Wealth Management, LLC Mount Pleasant, SC $3.8 billion
59 Seia Los Angeles, CA $3.8 billion
60 Facet West Palm Beach, FL $3.7 billion
61 Savvy New York, NY $3.7 billion
62 Soltis Investment Advisors, LLC St. George, UT $3.7 billion
63 Oxford Financial Group, Ltd Carmel, IN $3.7 billion
64 GC Wealth Management RIA, LLC Cambridge, MA $3.7 billion
65 First Manhattan Co. LLC New York, NY $3.6 billion
66 Callan Family Office, LLC Radnor, PA $3.5 billion
67 Plancorp, LLC St. Louis, MO $3.3 billion
68 Ballentine Partners Waltham, MA $3.3 billion
69 Vestgen Advisors, LLC Chicago, IL $3.2 billion
70 Independent Advisor Alliance, LLC Charlotte, NC $3.2 billion
71 Forvis Mazars Wealth Advisors, LLC Springfield, MO $3.1 billion
72 Freestone Capital Management, LLC Seattle, WA $3.0 billion
73 RFG Advisory, LLC Vestavia Hills, AL $3.0 billion
74 Pure Financial Advisors, LLC San Diego, CA $3.0 billion
75 Americana Partners, LLC Houston, TX $3.0 billion
76 Acorns Irvine, CA $3.0 billion
77 Onepoint BFG Wealth Partners Parsippany, NJ $3.0 billion
78 Baker Street Advisors, LLC San Francisco, CA $3.0 billion
79 Ritholtz Wealth Management New York, NY $3.0 billion
80 Foundations Investment Advisors LLC Phoenix, AZ $2.9 billion
81 Hub Investment Partners, LLC Austin, TX $2.9 billion
82 Oneseven Beachwood, OH $2.9 billion
83 Composition Wealth, LLC Los Angeles, CA $2.8 billion
84 Advisors Capital Management, LLC Ridgewood, NJ $2.7 billion
85 Mutual Advisors, LLC Omaha, NE $2.7 billion
86 Greenspring Advisors, LLC Towson, MD $2.7 billion
87 NWF Advisory Services Inc Los Angeles, CA $2.6 billion
88 Perigon Wealth Management, LLC San Francisco, CA $2.6 billion
89 Axxcess Wealth Management, LLC Carlsbad, CA $2.5 billion
90 Rwa Wealth Partners Boston, MA $2.5 billion
91 Aspiriant, LLC Los Angeles, CA $2.5 billion
92 Cambridge Associates Limited, LLC Boston, MA $2.4 billion
93 We Family Offices Coral Gables, FL $2.4 billion
94 Xcelsior Advisor Partners LLC Scottsdale, AZ $2.4 billion
95 Confluence Financial Partners McMurray, PA $2.4 billion
96 Brookstone Capital Management LLC Wheaton, IL $2.3 billion
97 The Caprock Group, LLC Boise, ID $2.3 billion
98 Valeo Financial Advisors, LLC Carmel, IN $2.3 billion
99 Sapient Capital LLC Indianapolis, IN $2.3 billion
100 Castle Rock Advisors LLC Boston, MA $2.3 billion

Showing the top 100. Figures are as firms reported them on Form ADV.

More rankings

Biggest asset gains by state

Data as of October 2, 2026, from Form ADV. Sources: SEC registered adviser data (ia100226.zip) and IAPD compilation reports. How the directory is built.