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For asset managers
AdvisorIQ

Ranking, United States

Fastest-growing independent RIAs over three years

As of October 2, 2026, Oneascent Financial Services LLC ranked #1 nationally in AdvisorIQ's ranking of fastest-growing independent RIAs over three years, with 97.9%, from a base of $456.4 million.

Include wirehouses and broker-dealer firms

SEC-registered firms ranked by compound annual growth in RAUM over the three years between the SEC snapshots of October 5, 2023 and October 2, 2026, for firms with at least $100 million in RAUM at the start. The value is a fraction per year and base_value is the starting RAUM. Firms growing more than 100 percent a year are left out: on Form ADV that almost always reflects a merger, an acquisition or assets moved from an affiliated adviser rather than growth, 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 Oneascent Financial Services LLC Birmingham, AL 97.9% $456.4 million
2 Concentric Walnut Creek, CA 92.7% $1.9 billion
3 Modern Wealth Management, LLC Kansas City, MO 92.2% $1.5 billion
4 Fifth Avenue Family Office Naples, FL 92.1% $190.7 million
5 United Advisor Group Cincinnati, OH 91.3% $203.8 million
6 Summa Corp. The Woodlands, TX 89.7% $232.4 million
7 Fortis Capital Advisors, LLC Prairie Village, KS 87.4% $245.3 million
8 49 Financial Austin, TX 82.6% $230.6 million
9 Vision Retirement Ridgewood, NJ 81.4% $106.1 million
10 Cogentblue Knoxville, TN 78.9% $105.9 million
11 Alphacore Capital LLC La Jolla, CA 77.3% $2.3 billion
12 Daymark Wealth Partners, LLC Cincinnati, OH 77.1% $907.8 million
13 Rockport Wealth Advisors Fairview Park, OH 76.5% $123.0 million
14 Carrick Lane LLC New York, NY 76.1% $554.8 million
15 Keating Financial Advisory Services Manhattan, KS 74.8% $271.6 million
16 Gibbs Wealth Management, LLC Alpharetta, GA 74.6% $200.2 million
17 Act Two Investors LLC Santa Cruz, CA 73.8% $123.3 million
18 Three Seasons Wealth Salt Lake City, UT 73.1% $237.7 million
19 Waverly Advisors, LLC Birmingham, AL 72.9% $5.8 billion
20 Oak Grove Capital, LLC Holderness, NH 72.7% $169.1 million
21 Arca Wealth, LLC Portsmouth, NH 71.3% $252.5 million
22 Golden Reserve Retirement, LLC Dublin, OH 70.8% $109.2 million
23 Wiss Private Client Advisors, LLC Florham Park, NJ 70.1% $246.8 million
24 HMV Wealth Advisors, LLC Shreveport, LA 68.8% $117.9 million
25 EQ Wealth Advisors Dallas, TX 68.0% $130.0 million
26 Second Line Capital, LLC Metairie, LA 67.9% $279.9 million
27 Clark Asset Management, LLC Stratham, NH 67.5% $281.8 million
28 Kintra Wealth, LLC Williamsport, PA 66.8% $323.2 million
29 Aerodigm Wealth LLC Lake Oswego, OR 66.4% $317.8 million
30 Maia Wealth Denver, CO 65.8% $213.5 million
31 Salem Partners Wealth Management, LLC Los Angeles, CA 65.4% $330.9 million
32 Apella Wealth West Hartford, CT 64.7% $2.5 billion
33 Elevation Point Wealth Partners, LLC Denver, CO 64.5% $1.9 billion
34 Pathstone Englewood, NJ 64.4% $24.8 billion
35 Beacon Global Advisor Network, LLC Atlanta, GA 63.9% $169.4 million
36 Ascentis Independent Advisors, LLC Dallas, TX 63.5% $479.5 million
37 Bluespring Wealth Management, LLC Austin, TX 63.1% $1.3 billion
38 Summit Financial, LLC Parsippany, NJ 62.4% $6.2 billion
39 Alpha Solutions Investment Advisors South San Francisco, CA 61.7% $110.2 million
40 Investor Fan Boise, ID 61.7% $186.2 million
41 Uptick Partners, LLC Nacogdoches, TX 61.6% $251.8 million
42 Corevision Financial Group Shelbyville, IN 61.4% $274.4 million
43 Cannell & Spears LLC New York, NY 61.1% $1.7 billion
44 Dew Point Capital Los Angeles, CA 60.4% $124.5 million
45 Fortitude Family Office Scottsdale, AZ 59.9% $310.4 million
46 Sand Creek Capital, LLC Rexburg, ID 59.7% $115.8 million
47 Stenger Family Office, LLC Naperville, IL 59.5% $181.2 million
48 DGS Capital Management Jersey City, NJ 59.4% $260.1 million
49 Financial Gravity Asset Management, Inc. Austin, TX 58.8% $130.8 million
50 Royal Oak Financial Group Worthington, OH 58.2% $105.0 million
51 Abich Financial Wealth Management, LLC Ashburn, VA 57.9% $100.3 million
52 The Sum The Woodlands, TX 57.8% $140.3 million
53 Stevens Capital Partners Omaha, NE 57.6% $207.1 million
54 Fiat Wealth Management Wayzata, MN 57.1% $133.4 million
55 Human Interest Advisors LLC San Francisco, CA 56.7% $2.1 billion
56 Redwood Financial Planning, LLC Scotch Plains, NJ 56.6% $101.3 million
57 Fefa Financial St. Louis, MO 56.1% $114.3 million
58 Fiduciary Financial Advisors Grand Rapids, MI 55.7% $352.2 million
59 Greenbridge Partners LLC Lakeland, FL 55.4% $115.4 million
60 Zanetti Financial, LLC Albuquerque, NM 55.3% $215.9 million
61 Brooklyn FI, LLC Brooklyn, NY 55.0% $151.1 million
62 Black Knight Wealth Management, LLC Frisco, TX 54.9% $145.1 million
63 Keystone Global Partners LLC Denver, CO 54.7% $156.8 million
64 Lifeworks Advisors, LLC Grand Rapids, MI 54.7% $261.2 million
65 Treehouse Wealth Advisors Walnut Creek, CA 54.6% $161.7 million
66 Hoxton Wealth Orlando, FL 54.5% $217.9 million
67 Prosperitas Financial, LLC Valencia, CA 54.2% $221.8 million
68 Facet West Palm Beach, FL 54.1% $2.1 billion
69 Perennial Financial Services Los Angeles, CA 53.8% $686.4 million
70 Sunbeam Capital Management, LLC Atlanta, GA 53.7% $113.0 million
71 CS Planning Corp Portland, OR 53.5% $542.6 million
72 Pgi Wealth Management Alpharetta, GA 53.5% $257.5 million
73 Fifth Force Management Dallas, TX 53.2% $113.2 million
74 Spectrum Financial Alliance, Ltd., L.L.C. Nicholasville, KY 52.8% $227.9 million
75 Mainsail Financial Group Bellevue, WA 52.6% $113.6 million
76 Ascend Interplay, LLC New York, NY 52.5% $110.0 million
77 Prevail Innovative Wealth Advisors, LLC Leawood, KS 52.3% $263.7 million
78 Portfolio Design Labs, LLC Encino, CA 51.9% $178.5 million
79 William Joseph Capital Management, Inc. Bristol, CT 51.1% $201.3 million
80 Revere Asset Allen, TX 51.0% $118.5 million
81 Apollon Wealth Management, LLC Mount Pleasant, SC 50.9% $3.4 billion
82 Swan Capital Pensacola, FL 50.8% $102.4 million
83 Interchange Capital Partners Pittsburgh, PA 50.7% $217.1 million
84 Lavelle Capital San Francisco, CA 50.7% $148.6 million
85 Mission Wealth Management, LP Santa Barbara, CA 50.6% $5.0 billion
86 Compass Financial Management LLC Tampa, FL 50.2% $263.6 million
87 Sivia Capital Partners, LLC Mill Valley, CA 50.1% $366.1 million
88 Vernal Point Advisors, LLC San Francisco, CA 49.9% $1.2 billion
89 Cove Private Wealth, LLC Oyster Bay, NY 49.9% $135.3 million
90 Wedmont Private Capital West Chester, PA 49.9% $1.0 billion
91 Power Wealth Management Alpharetta, GA 49.8% $127.8 million
92 Fidelis Capital Tampa, FL 49.7% $680.3 million
93 Covenant Wealth Advisors Richmond, VA 49.6% $271.7 million
94 Private Advisory Redmond, WA 49.5% $642.2 million
95 Redwood Wealth Management, LLC Santa Monica, CA 49.3% $251.3 million
96 Aptus Capital Advisors, LLC Fairhope, AL 49.3% $4.2 billion
97 Burkholder Wealth Management Tulsa, OK 49.2% $114.3 million
98 Mezzasalma Advisors Tinton Falls, NJ 49.2% $161.0 million
99 Clearstead; Clearstead Advisory Solutions Cleveland, OH 49.1% $10.2 billion
100 Mai Capital Management, LLC Cleveland, OH 48.9% $15.8 billion

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

More rankings

Fastest growing, 3 years 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.