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AdvisorIQ

Ranking, United States

Wealth firms with the fastest client growth over one year, including broker-dealer firms

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

Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only

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 Richards Merrill Wealth Management Broker-dealer affiliated Spokane, WA 255.7% 359
9 Rothschild Wealth LLC Broker-dealer affiliated Oakbrook, IL 254.6% 1,031
10 Addition Wealth Successor New York, NY 247.9% 7,700
11 Drake & Associates, LLC Waukesha, WI 244.2% 988
12 Arax Advisory Partners New York, NY 240.0% 4,611
13 Rossby Financial, LLC Melbourne, FL 237.6% 1,179
14 Alinea Advisory Services LLC New York, NY 229.8% 35,075
15 Vise AI Advisors New York City, NY 222.7% 5,083
16 The Dowling Group Wealth Management Greenwich, CT 222.5% 102
17 Public Advisors LLC Broker-dealer affiliated New York, NY 216.4% 1,429
18 Sand Creek Capital, LLC Rexburg, ID 213.7% 315
19 Tevis Investment Management, LLC Plano, TX 212.3% 138
20 Robinhood Asset Management Broker-dealer affiliated Menlo Park, CA 211.9% 81,015
21 First Citizens Asset Management, Inc Broker-dealer affiliated Raleigh, NC 209.0% 409
22 Scratch Capital Boise, ID 200.0% 108
23 Oneseven Beachwood, OH 199.0% 5,468
24 Texas Family Wealth, LLC Friendswood, TX 195.3% 363
25 Unifimoney RIA Austin, TX 194.9% 156
26 Boldin Advisors Mill Valley, CA 194.7% 550
27 Elevation Point Wealth Partners, LLC Denver, CO 194.3% 1,677
28 Amplify Financial, LLC Scottsdale, AZ 191.1% 550
29 Bison Wealth, LLC Atlanta, GA 185.6% 3,152
30 Triad Wealth Partners, LLC Lawrence, KS 182.3% 1,380
31 Market Investment Group, LLC Wichita, KS 175.7% 658
32 Lonestar Registered Investment Advisors, LLC Lubbock, TX 172.8% 438
33 Hoffmann Hermanson Denver, CO 172.6% 146
34 MTM Financial Group, LLC Bethlehem, PA 170.3% 1,212
35 Global Predictions Inc Oakland, CA 168.7% 431
36 Private Client Services, LLC Broker-dealer affiliated Louisville, KY 168.6% 3,271
37 Scout Clifton Park, NY 168.0% 465
38 Fcig Wealth Management, LLC Plainfield, CT 167.7% 167
39 Lumbard & Kellner, LLC Hollis, NH 163.1% 122
40 Advisor Share Wealth Management, LLC Vancouver, WA 161.8% 963
41 Clarity Wealth Management, L.L.C. Gilbert, AZ 160.8% 362
42 The Worley Banks Group, LLC Creve Coeur, MO 160.1% 288
43 Allied Private Wealth Boca Raton, FL 159.1% 176
44 Lucas Group Financial Advisors, LLC Freeport, IL 155.4% 168
45 Whipplewood Advisors, LLC Littleton, CO 154.7% 148
46 Financial Management Associates, LLC Windham, NH 153.3% 137
47 Fsa Advisors, Inc. Troy, MI 150.3% 1,782
48 Xypn Sapphire Bozeman, MT 144.9% 325
49 Hughes Warren, Inc. Edmond, OK 144.1% 331
50 Provision Asset, LLC Little Elm, TX 142.0% 379
51 Core Planning Ofallon, MO 141.5% 359
52 Vestgen Advisors, LLC Chicago, IL 141.1% 9,453
53 Boyum Wealth Architects LLC Bloomington, MN 140.6% 192
54 Covingtonalsina Jacksonville, FL 140.0% 570
55 X Advisors, LLC Broker-dealer affiliated Santa Maria, CA 139.6% 275
56 Quantum Leap Capital, LLC South Burlington, VT 136.2% 141
57 Intentional Fort Mill, SC 135.3% 170
58 Parkwoods Wealth Partners, LLC Clayton, MO 133.6% 614
59 Planvision, LLC Fuquay-Varina, NC 132.7% 6,334
60 Synergy Investment Management LLC Altamonte Springs, FL 132.3% 1,083
61 Calydon Capital, LLC Memphis, TN 131.5% 257
62 Tred Avon Family Wealth, LLC Easton, MD 129.9% 177
63 Collins Advisors, LLC Buffalo, NY 127.0% 256
64 Osaic Institutions, Inc. Broker-dealer affiliated Meriden, CT 125.9% 7,224
65 Geremia Financial Services, LLC Edison, NJ 125.6% 117
66 Key Client Fiduciary Advisors, LLC Fairfield, NJ 123.8% 1,015
67 Cloud Investments, LLC Huntsville, AL 122.6% 447
68 Williams & Novak Wealth Management, LLC Broker-dealer affiliated Westlake Village, CA 122.6% 257
69 C2C Wealth Management, LLC Scottsdale, AZ 121.9% 146
70 Worthington Wealth Management Worthington, OH 121.5% 163
71 Dougherty Investment Advisors Spring Hill, FL 121.4% 187
72 Colliers Securities LLC Broker-dealer affiliated Minneapolis, MN 121.4% 739
73 Chicago Capital Management Advisors, LLC Broker-dealer affiliated Lisle, IL 121.1% 560
74 Old Bridge Wealth, Inc Syosset, NY 120.9% 134
75 Financial Network Wealth Advisors LLC Murray, UT 119.0% 836
76 Quantum Capital Investments, Inc. River Forest, IL 118.2% 176
76 Resolute Wealth Advisor, Inc. Findlay, OH 118.2% 374
78 Signal Advisors Wealth, LLC Detroit, MI 115.7% 2,233
79 PFG Private Wealth Management, LLC Lutz, FL 115.3% 444
80 Chiron Capital Management, LLC Tallahassee, FL 115.1% 424
81 Apella Wealth West Hartford, CT 113.9% 3,976
82 Fund Advisors of America Inc Orlando, FL 113.5% 274
83 Greenberg Financial Group Tucson, AZ 113.1% 382
84 Sierra Pacific Private Wealth, LLC Pleasanton, CA 112.7% 142
85 Range Advisory, LLC McLean, VA 110.3% 1,404
86 American Wealth Administration Group LLC Glen Cove, NY 110.1% 159
87 Api Financial Advisors, LLC Rockledge, FL 110.0% 329
88 Alphacore Capital LLC La Jolla, CA 109.2% 1,943
89 MFG Private Wealth Canonsburg, PA 109.2% 380
90 Melone Private Wealth, LLC Auburn Hills, MI 109.2% 153
91 Lincoln Capital, LLC Lincoln, NE 109.0% 620
92 WPM Wealth Advisors LLC Saratoga Springs, NY 108.9% 169
93 Arca Wealth, LLC Portsmouth, NH 107.6% 540
94 Strategic Wealth Partners, Ltd. Independence, OH 106.6% 1,778
95 Davis Capital Management Jacksonville, FL 106.2% 225
96 Jay A. Fishman, Ltd Troy, MI 105.0% 524
97 Trivant Custom Portfolio Group LLC San Diego, CA 104.8% 188
98 Signature Equity Partners, LLC Columbus, OH 104.8% 838
99 Heritage Family Offices, LLP Scottsdale, AZ 104.1% 245
100 Efinancial Alliance, LLC Franklin, TN 103.8% 104

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.