IAR CE deadline: December 31. 84 days left in adopting states. Check what you owe

For asset managers
AdvisorIQ

Ranking, United States

Independent RIAs with the fastest client growth over one year

As of October 2, 2026, Shepherd Wealth Management ranked #1 nationally in AdvisorIQ's ranking of independent RIAs with the fastest client growth over one year, with 287.4%, from a base of 111.

Include wirehouses and broker-dealer firms

SEC-registered firms ranked by the change in their number of clients (counted as in the most clients ranking) between the SEC snapshots of September 2, 2025 and October 2, 2026, for firms with at least 100 clients in the earlier snapshot. The value is a fraction and base_value is the starting client count. Firms whose client count grew more than 300 percent are left out, since that almost always reflects a merger or acquisition, and each firm's own page still shows the change. 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 Growth Starting value
1 Shepherd Wealth Management Cincinnati, OH 287.4% 111
2 Bluespring Wealth Management, LLC Austin, TX 286.0% 844
3 Savvy New York, NY 283.2% 1,273
4 Spartan Wealth Management Bingham Farms, MI 278.1% 311
5 Step Advisers, LLC San Mateo, CA 260.9% 44,724
6 Saperston Legacy Advisors, Inc. Hamburg, NY 260.3% 121
7 Maridea Wealth Management Brooklyn, NY 257.8% 587
8 Addition Wealth Successor New York, NY 247.9% 7,700
9 Drake & Associates, LLC Waukesha, WI 244.2% 988
10 Arax Advisory Partners New York, NY 240.0% 4,611
11 Rossby Financial, LLC Melbourne, FL 237.6% 1,179
12 Alinea Advisory Services LLC New York, NY 229.8% 35,075
13 Vise AI Advisors New York City, NY 222.7% 5,083
14 The Dowling Group Wealth Management Greenwich, CT 222.5% 102
15 Sand Creek Capital, LLC Rexburg, ID 213.7% 315
16 Tevis Investment Management, LLC Plano, TX 212.3% 138
17 Scratch Capital Boise, ID 200.0% 108
18 Oneseven Beachwood, OH 199.0% 5,468
19 Texas Family Wealth, LLC Friendswood, TX 195.3% 363
20 Unifimoney RIA Austin, TX 194.9% 156
21 Boldin Advisors Mill Valley, CA 194.7% 550
22 Elevation Point Wealth Partners, LLC Denver, CO 194.3% 1,677
23 Amplify Financial, LLC Scottsdale, AZ 191.1% 550
24 Bison Wealth, LLC Atlanta, GA 185.6% 3,152
25 Triad Wealth Partners, LLC Lawrence, KS 182.3% 1,380
26 Market Investment Group, LLC Wichita, KS 175.7% 658
27 Lonestar Registered Investment Advisors, LLC Lubbock, TX 172.8% 438
28 Hoffmann Hermanson Denver, CO 172.6% 146
29 MTM Financial Group, LLC Bethlehem, PA 170.3% 1,212
30 Global Predictions Inc Oakland, CA 168.7% 431
31 Scout Clifton Park, NY 168.0% 465
32 Fcig Wealth Management, LLC Plainfield, CT 167.7% 167
33 Lumbard & Kellner, LLC Hollis, NH 163.1% 122
34 Advisor Share Wealth Management, LLC Vancouver, WA 161.8% 963
35 Clarity Wealth Management, L.L.C. Gilbert, AZ 160.8% 362
36 The Worley Banks Group, LLC Creve Coeur, MO 160.1% 288
37 Allied Private Wealth Boca Raton, FL 159.1% 176
38 Lucas Group Financial Advisors, LLC Freeport, IL 155.4% 168
39 Whipplewood Advisors, LLC Littleton, CO 154.7% 148
40 Financial Management Associates, LLC Windham, NH 153.3% 137
41 Fsa Advisors, Inc. Troy, MI 150.3% 1,782
42 Xypn Sapphire Bozeman, MT 144.9% 325
43 Hughes Warren, Inc. Edmond, OK 144.1% 331
44 Provision Asset, LLC Little Elm, TX 142.0% 379
45 Core Planning Ofallon, MO 141.5% 359
46 Vestgen Advisors, LLC Chicago, IL 141.1% 9,453
47 Boyum Wealth Architects LLC Bloomington, MN 140.6% 192
48 Covingtonalsina Jacksonville, FL 140.0% 570
49 Quantum Leap Capital, LLC South Burlington, VT 136.2% 141
50 Intentional Fort Mill, SC 135.3% 170
51 Parkwoods Wealth Partners, LLC Clayton, MO 133.6% 614
52 Planvision, LLC Fuquay-Varina, NC 132.7% 6,334
53 Synergy Investment Management LLC Altamonte Springs, FL 132.3% 1,083
54 Calydon Capital, LLC Memphis, TN 131.5% 257
55 Tred Avon Family Wealth, LLC Easton, MD 129.9% 177
56 Collins Advisors, LLC Buffalo, NY 127.0% 256
57 Geremia Financial Services, LLC Edison, NJ 125.6% 117
58 Key Client Fiduciary Advisors, LLC Fairfield, NJ 123.8% 1,015
59 Cloud Investments, LLC Huntsville, AL 122.6% 447
60 C2C Wealth Management, LLC Scottsdale, AZ 121.9% 146
61 Worthington Wealth Management Worthington, OH 121.5% 163
62 Dougherty Investment Advisors Spring Hill, FL 121.4% 187
63 Old Bridge Wealth, Inc Syosset, NY 120.9% 134
64 Financial Network Wealth Advisors LLC Murray, UT 119.0% 836
65 Quantum Capital Investments, Inc. River Forest, IL 118.2% 176
65 Resolute Wealth Advisor, Inc. Findlay, OH 118.2% 374
67 Signal Advisors Wealth, LLC Detroit, MI 115.7% 2,233
68 PFG Private Wealth Management, LLC Lutz, FL 115.3% 444
69 Chiron Capital Management, LLC Tallahassee, FL 115.1% 424
70 Apella Wealth West Hartford, CT 113.9% 3,976
71 Fund Advisors of America Inc Orlando, FL 113.5% 274
72 Greenberg Financial Group Tucson, AZ 113.1% 382
73 Sierra Pacific Private Wealth, LLC Pleasanton, CA 112.7% 142
74 Range Advisory, LLC McLean, VA 110.3% 1,404
75 American Wealth Administration Group LLC Glen Cove, NY 110.1% 159
76 Api Financial Advisors, LLC Rockledge, FL 110.0% 329
77 Alphacore Capital LLC La Jolla, CA 109.2% 1,943
78 MFG Private Wealth Canonsburg, PA 109.2% 380
79 Melone Private Wealth, LLC Auburn Hills, MI 109.2% 153
80 Lincoln Capital, LLC Lincoln, NE 109.0% 620
81 WPM Wealth Advisors LLC Saratoga Springs, NY 108.9% 169
82 Arca Wealth, LLC Portsmouth, NH 107.6% 540
83 Strategic Wealth Partners, Ltd. Independence, OH 106.6% 1,778
84 Davis Capital Management Jacksonville, FL 106.2% 225
85 Jay A. Fishman, Ltd Troy, MI 105.0% 524
86 Trivant Custom Portfolio Group LLC San Diego, CA 104.8% 188
87 Signature Equity Partners, LLC Columbus, OH 104.8% 838
88 Heritage Family Offices, LLP Scottsdale, AZ 104.1% 245
89 Efinancial Alliance, LLC Franklin, TN 103.8% 104
90 Light Financial Services, Inc. Fargo, ND 103.6% 611
91 MFP Financial Services, LLC Safety Harbor, FL 103.3% 633
92 Nectarine San Diego, CA 103.3% 3,158
93 Diamond Client Group, LLC The Woodlands, TX 103.2% 217
94 John E. Sestina and Company Columbus, OH 102.9% 482
95 Campbell Capital Management Inc Miami, FL 101.5% 263
96 Sgroi Wealth Advisory Group LLC West Seneca, NY 100.8% 3,822
97 Cole Wealth Management, LLC Scottsdale, AZ 100.0% 281
97 Infinium Investment Advisors, LLC Denver, CO 100.0% 114
99 The Burney Company Reston, VA 99.9% 1,932
100 CW Advisors, LLC Boston, MA 99.1% 3,310

Successor Reported on Form ADV Item 4 that it succeeded to the business of another registered investment adviser. Some of its growth may come from that acquisition, and it is shown as reported.

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

More rankings

Client growth 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.