# 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.

As of: 2026-10-02
Address: https://advisoriq.com/ria/rankings/biggest-asset-gains/

## Facts

- ranking: Independent RIAs with the biggest asset gains over one year
- how_it_is_computed: 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.
- unit: usd
- scope: United States
- firms_listed: 100
- rows: rank: 1, crd: 107342, firm: Fisher Investments, city: Plano, state: TX, value: 87940295138, base_value: 298729428900, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/107342/; rank: 2, crd: 159289, firm: Focus Partners Wealth, LLC, city: St. Louis, state: MO, value: 85972111574, base_value: 95889888426, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/159289/; rank: 3, crd: 105348, firm: Creative Planning, city: Overland Park, state: KS, value: 78169278090, base_value: 217399324981, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/105348/; rank: 4, crd: 151559, firm: Cerity Partners LLC, city: New York, state: NY, value: 38826831090, base_value: 122848693051, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/151559/; rank: 5, crd: 112058, firm: Empower Advisory Group, LLC, city: Greenwood Village, state: CO, value: 36305990988, base_value: 159120330491, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/112058/; rank: 6, crd: 145323, firm: Hightower Advisors, LLC, city: Chicago, state: IL, value: 33787537732, base_value: 164789471551, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/145323/; rank: 7, crd: 104510, firm: Edelman Financial Engines, city: Santa Clara, state: CA, value: 33382273623, base_value: 292902969770, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/104510/; rank: 8, crd: 116407, firm: Wealth Enhancement Advisory Services, LLC, city: Plymouth, state: MN, value: 27554696604, base_value: 94632028506, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/116407/; rank: 9, crd: 140195, firm: Mariner, city: Overland Park, state: KS, value: 26805256087, base_value: 98603233201, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/140195/; rank: 10, crd: 107271, firm: Savant Wealth Management, city: Rockford, state: IL, value: 25960114288, base_value: 29647673271, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/107271/; rank: 11, crd: 147363, firm: Mercer Global Advisors Inc., city: Denver, state: CO, value: 24140622010, base_value: 60256270580, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/147363/; rank: 12, crd: 109807, firm: Mai Capital Management, LLC, city: Cleveland, state: OH, value: 22470752255, base_value: 29630499856, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/109807/; rank: 13, crd: 319448, firm: Corient, city: Miami, state: FL, value: 21623903651, base_value: 143628532902, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/319448/; rank: 14, crd: 301819, firm: Ieq Capital, LLC, city: Foster City, state: CA, value: 21385374693, base_value: 35380260418, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/301819/; rank: 15, crd: 133535, firm: Arax Advisory Partners, city: New York, state: NY, value: 19205883967, base_value: 7319089239, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/133535/; rank: 16, crd: 155344, firm: CWM, LLC, city: Omaha, state: NE, value: 16804130915, base_value: 33775526748, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/155344/; rank: 17, crd: 119290, firm: Beacon Pointe Advisors, LLC, city: Newport Beach, state: CA, value: 15032777330, base_value: 39839757384, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/119290/; rank: 18, crd: 115332, firm: Waverly Advisors, LLC, city: Birmingham, state: AL, value: 13741881155, base_value: 16130190961, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/115332/; rank: 19, crd: 269866, firm: Lido, city: Los Angeles, state: CA, value: 13424634482, base_value: 29080337946, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/269866/; rank: 20, crd: 149117, firm: Betterment, city: New York, state: NY, value: 13155808857, base_value: 56368684129, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/149117/; rank: 21, crd: 282580, firm: AE Wealth Management, LLC, city: Topeka, state: KS, value: 12311679804, base_value: 37525706084, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/282580/; rank: 22, crd: 148456, firm: Wealthfront Advisers LLC, city: Palo Alto, state: CA, value: 11811927154, base_value: 35915923641, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/148456/; rank: 23, crd: 143319, firm: Focus Advisor Solutions, LLC, city: St. Louis, state: MO, value: 11622085474, base_value: 29861795147, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/143319/; rank: 24, crd: 299322, firm: Summit Financial, LLC, city: Parsippany, state: NJ, value: 11389299693, base_value: 14959048272, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/299322/; rank: 25, crd: 336837, firm: Openarc Corporate Advisory, LLC, city: Atlanta, state: GA, value: 10094562750, base_value: 0, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/336837/; rank: 26, crd: 151736, firm: Pathstone, city: Englewood, state: NJ, value: 9851736237, base_value: 100444137501, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/151736/; rank: 27, crd: 105674, firm: Clearstead; Clearstead Advisory Solutions, city: Cleveland, state: OH, value: 9585844656, base_value: 24294182322, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/105674/; rank: 28, crd: 111147, firm: EP Wealth Advisors, city: Torrance, state: CA, value: 9575000000, base_value: 35570000000, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/111147/; rank: 29, crd: 117756, firm: Sequoia Financial Group, L.L.C., city: Akron, state: OH, value: 9209960949, base_value: 23033619111, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/117756/; rank: 30, crd: 288566, firm: Cresset Asset Management, LLC, city: Chicago, state: IL, value: 8557841554, base_value: 70378422406, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/288566/; rank: 31, crd: 106181, firm: Wealthspire Advisors, city: New York, state: NY, value: 8536104402, base_value: 25786873286, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/106181/; rank: 32, crd: 302050, firm: Farther, city: San Francisco, state: CA, value: 8486301275, base_value: 7523810877, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/302050/; rank: 33, crd: 111167, firm: Allworth Financial, L.P., city: Folsom, state: CA, value: 8456874318, base_value: 25097132975, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/111167/; rank: 34, crd: 284656, firm: Integrated Wealth Concepts LLC, city: Waltham, state: MA, value: 8400950000, base_value: 15176000000, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/284656/; rank: 35, crd: 307771, firm: New Edge Wealth, city: Stamford, state: CT, value: 7861374385, base_value: 12064984416, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/307771/; rank: 36, crd: 104727, firm: Moneta Group Investment Advisors, LLC, city: St. Louis, state: MO, value: 7740615437, base_value: 42795577115, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/104727/; rank: 37, crd: 134600, firm: United Capital Financial Advisors, city: Irving, state: TX, value: 7435713224, base_value: 17211052120, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/134600/; rank: 38, crd: 113057, firm: Mission Wealth Management, LP, city: Santa Barbara, state: CA, value: 6977484795, base_value: 10024060630, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/113057/; rank: 39, crd: 174346, firm: Alphacore Capital LLC, city: La Jolla, state: CA, value: 6898481643, base_value: 6060926747, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/174346/; rank: 40, crd: 171106, firm: Apella Wealth, city: West Hartford, state: CT, value: 6350461723, base_value: 4714755698, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/171106/; rank: 41, crd: 301761, firm: Vise AI Advisors, city: New York City, state: NY, value: 6349897246, base_value: 2176414941, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/301761/; rank: 42, crd: 321633, firm: Concentric, city: Walnut Creek, state: CA, value: 6242439746, base_value: 7668325922, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/321633/; rank: 43, crd: 310873, firm: CW Advisors, LLC, city: Boston, state: MA, value: 5922542419, base_value: 9301984860, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/310873/; rank: 44, crd: 137068, firm: Elevation Point Wealth Partners, LLC, city: Denver, state: CO, value: 5855592631, base_value: 2434909737, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/137068/; rank: 45, crd: 323135, firm: Concurrent Investment Advisors, LLC, city: Tampa, state: FL, value: 5826351658, base_value: 9901639186, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/323135/; rank: 46, crd: 167908, firm: Northrock Partners, LLC, city: Minneapolis, state: MN, value: 5588942720, base_value: 6596242797, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/167908/; rank: 47, crd: 122258, firm: SCS Capital Management LLC, city: Boston, state: MA, value: 5515528751, base_value: 43134668533, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/122258/; rank: 48, crd: 109688, firm: BBR Partners, LLC, city: New York, state: NY, value: 5315900000, base_value: 31177300000, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/109688/; rank: 49, crd: 287755, firm: Jordan Park Group LLC, city: San Francisco, state: CA, value: 5147555453, base_value: 18116026433, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/287755/; rank: 50, crd: 112158, firm: Plante Moran Financial Advisors, city: Southfield, state: MI, value: 5140691918, base_value: 21786469785, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/112158/; rank: 51, crd: 333260, firm: Pitcairn, city: Conshohocken, state: PA, value: 5095457284, base_value: 775801961, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/333260/; rank: 52, crd: 324624, firm: Modern Wealth Management, LLC, city: Kansas City, state: MO, value: 4755135455, base_value: 6148915787, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/324624/; rank: 53, crd: 107341, firm: LNW, city: Seattle, state: WA, value: 4525495601, base_value: 7658280466, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/107341/; rank: 54, crd: 167626, firm: Aptus Capital Advisors, LLC, city: Fairhope, state: AL, value: 4285340965, base_value: 9856216354, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/167626/; rank: 55, crd: 316731, firm: HB Wealth, city: Atlanta, state: GA, value: 4278105750, base_value: 25880296192, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/316731/; rank: 56, crd: 152667, firm: Bluespring Wealth Management, LLC, city: Austin, state: TX, value: 3942097334, base_value: 1488809873, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/152667/; rank: 57, crd: 108601, firm: Brighton Jones LLC, city: Seattle, state: WA, value: 3892619064, base_value: 14987100484, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/108601/; rank: 58, crd: 291902, firm: Apollon Wealth Management, LLC, city: Mount Pleasant, state: SC, value: 3842908878, base_value: 7720756861, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/291902/; rank: 59, crd: 108163, firm: Seia, city: Los Angeles, state: CA, value: 3810958059, base_value: 18726645517, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/108163/; rank: 60, crd: 285961, firm: Facet, city: West Palm Beach, state: FL, value: 3738663891, base_value: 3865037052, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/285961/; rank: 61, crd: 318493, firm: Savvy, city: New York, state: NY, value: 3705726313, base_value: 1295318161, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/318493/; rank: 62, crd: 154690, firm: Soltis Investment Advisors, LLC, city: St. George, state: UT, value: 3684036535, base_value: 8352553865, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/154690/; rank: 63, crd: 105303, firm: Oxford Financial Group, Ltd, city: Carmel, state: IN, value: 3680468063, base_value: 19650381670, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/105303/; rank: 64, crd: 327269, firm: GC Wealth Management RIA, LLC, city: Cambridge, state: MA, value: 3679588547, base_value: 2153349029, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/327269/; rank: 65, crd: 325281, firm: First Manhattan Co. LLC, city: New York, state: NY, value: 3646530449, base_value: 34439571092, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/325281/; rank: 66, crd: 317446, firm: Callan Family Office, LLC, city: Radnor, state: PA, value: 3539269709, base_value: 6669553323, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/317446/; rank: 67, crd: 106599, firm: Plancorp, LLC, city: St. Louis, state: MO, value: 3339496087, base_value: 7295029795, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/106599/; rank: 68, crd: 152802, firm: Ballentine Partners, city: Waltham, state: MA, value: 3311102528, base_value: 12005636010, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/152802/; rank: 69, crd: 318657, firm: Vestgen Advisors, LLC, city: Chicago, state: IL, value: 3195291840, base_value: 3470310102, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/318657/; rank: 70, crd: 168267, firm: Independent Advisor Alliance, LLC, city: Charlotte, state: NC, value: 3159136986, base_value: 14074143679, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/168267/; rank: 71, crd: 110905, firm: Forvis Mazars Wealth Advisors, LLC, city: Springfield, state: MO, value: 3083959553, base_value: 8922002847, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/110905/; rank: 72, crd: 145711, firm: Freestone Capital Management, LLC, city: Seattle, state: WA, value: 3047206052, base_value: 11493619610, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/145711/; rank: 73, crd: 158401, firm: RFG Advisory, LLC, city: Vestavia Hills, state: AL, value: 3033086679, base_value: 4935921361, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/158401/; rank: 74, crd: 144316, firm: Pure Financial Advisors, LLC, city: San Diego, state: CA, value: 3030829499, base_value: 8023229867, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/144316/; rank: 75, crd: 301354, firm: Americana Partners, LLC, city: Houston, state: TX, value: 3019076813, base_value: 6082612320, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/301354/; rank: 76, crd: 165926, firm: Acorns, city: Irvine, state: CA, value: 3005488151, base_value: 10380859924, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/165926/; rank: 77, crd: 318366, firm: Onepoint BFG Wealth Partners, city: Parsippany, state: NJ, value: 2998843429, base_value: 12128656187, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/318366/; rank: 78, crd: 128066, firm: Baker Street Advisors, LLC, city: San Francisco, state: CA, value: 2970000000, base_value: 17800000000, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/128066/; rank: 79, crd: 168652, firm: Ritholtz Wealth Management, city: New York, state: NY, value: 2964310321, base_value: 6459181176, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/168652/; rank: 80, crd: 175083, firm: Foundations Investment Advisors LLC, city: Phoenix, state: AZ, value: 2913242871, base_value: 7184472288, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/175083/; rank: 81, crd: 307956, firm: Hub Investment Partners, LLC, city: Austin, state: TX, value: 2898549509, base_value: 8979977344, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/307956/; rank: 82, crd: 283087, firm: Oneseven, city: Beachwood, state: OH, value: 2869449253, base_value: 4848322209, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/283087/; rank: 83, crd: 143483, firm: Composition Wealth, LLC, city: Los Angeles, state: CA, value: 2756590568, base_value: 6714187844, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/143483/; rank: 84, crd: 112266, firm: Advisors Capital Management, LLC, city: Ridgewood, state: NJ, value: 2731193958, base_value: 9470063452, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/112266/; rank: 85, crd: 167658, firm: Mutual Advisors, LLC, city: Omaha, state: NE, value: 2699226593, base_value: 6750194248, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/167658/; rank: 86, crd: 132669, firm: Greenspring Advisors, LLC, city: Towson, state: MD, value: 2689059203, base_value: 3775318486, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/132669/; rank: 87, crd: 110410, firm: NWF Advisory Services Inc, city: Los Angeles, state: CA, value: 2601284469, base_value: 3824876751, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/110410/; rank: 88, crd: 131037, firm: Perigon Wealth Management, LLC, city: San Francisco, state: CA, value: 2579594874, base_value: 8714418958, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/131037/; rank: 89, crd: 164081, firm: Axxcess Wealth Management, LLC, city: Carlsbad, state: CA, value: 2549399833, base_value: 6329396180, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/164081/; rank: 90, crd: 156984, firm: Rwa Wealth Partners, city: Boston, state: MA, value: 2540045542, base_value: 17255241142, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/156984/; rank: 91, crd: 146720, firm: Aspiriant, LLC, city: Los Angeles, state: CA, value: 2516363000, base_value: 15532934000, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/146720/; rank: 92, crd: 106003, firm: Cambridge Associates Limited, LLC, city: Boston, state: MA, value: 2433617936, base_value: 5769346194, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/106003/; rank: 93, crd: 109869, firm: We Family Offices, city: Coral Gables, state: FL, value: 2387594240, base_value: 15364800717, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/109869/; rank: 94, crd: 334779, firm: Xcelsior Advisor Partners LLC, city: Scottsdale, state: AZ, value: 2360496876, base_value: 150007226, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/334779/; rank: 95, crd: 311980, firm: Confluence Financial Partners, city: McMurray, state: PA, value: 2354461798, base_value: 5454175362, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/311980/; rank: 96, crd: 141413, firm: Brookstone Capital Management LLC, city: Wheaton, state: IL, value: 2340991840, base_value: 10409137908, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/141413/; rank: 97, crd: 124272, firm: The Caprock Group, LLC, city: Boise, state: ID, value: 2329746589, base_value: 10149325042, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/124272/; rank: 98, crd: 127132, firm: Valeo Financial Advisors, LLC, city: Carmel, state: IN, value: 2318735709, base_value: 10639940975, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/127132/; rank: 99, crd: 324899, firm: Sapient Capital LLC, city: Indianapolis, state: IN, value: 2317190722, base_value: 11439805300, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/324899/; rank: 100, crd: 331429, firm: Castle Rock Advisors LLC, city: Boston, state: MA, value: 2263388731, base_value: 1594841424, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/331429/

## Notes

- Firms marked as successors reported on Form ADV Item 4 that they succeeded to another adviser's business; their growth is shown as reported.
- Each ranking lists at most the top 100 firms.

## 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

- [All RIA rankings](https://advisoriq.com/ria/rankings/)
- [How the directory is built](https://advisoriq.com/ria/methodology/)

## Cite as

AdvisorIQ, as of 2026-10-02. https://advisoriq.com/ria/rankings/biggest-asset-gains/

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