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For asset managers
AdvisorIQ

Ranking, United States

Fastest-growing wealth firms over three years, including broker-dealer firms

As of October 2, 2026, Osaic Wealth, Inc. ranked #1 nationally in AdvisorIQ's ranking of fastest-growing wealth firms over three years, including broker-dealer firms, with 99.6%, from a base of $29.5 billion.

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

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 Osaic Wealth, Inc. Broker-dealer affiliated Scottsdale, AZ 99.6% $29.5 billion
2 Oneascent Financial Services LLC Birmingham, AL 97.9% $456.4 million
3 Cetera Investment Advisers LLC Broker-dealer affiliated Schaumburg, IL 97.5% $33.4 billion
4 Concentric Walnut Creek, CA 92.7% $1.9 billion
5 Modern Wealth Management, LLC Kansas City, MO 92.2% $1.5 billion
6 Fifth Avenue Family Office Naples, FL 92.1% $190.7 million
7 United Advisor Group Cincinnati, OH 91.3% $203.8 million
8 Summa Corp. The Woodlands, TX 89.7% $232.4 million
9 Fortis Capital Advisors, LLC Prairie Village, KS 87.4% $245.3 million
10 49 Financial Austin, TX 82.6% $230.6 million
11 Vision Retirement Ridgewood, NJ 81.4% $106.1 million
12 Cogentblue Knoxville, TN 78.9% $105.9 million
13 Alphacore Capital LLC La Jolla, CA 77.3% $2.3 billion
14 Daymark Wealth Partners, LLC Cincinnati, OH 77.1% $907.8 million
15 Rockport Wealth Advisors Fairview Park, OH 76.5% $123.0 million
16 Carrick Lane LLC New York, NY 76.1% $554.8 million
17 Ashton Thomas Securities, LLC Broker-dealer affiliated Rochester, NY 75.5% $344.3 million
18 Keating Financial Advisory Services Manhattan, KS 74.8% $271.6 million
19 Gibbs Wealth Management, LLC Alpharetta, GA 74.6% $200.2 million
20 Act Two Investors LLC Santa Cruz, CA 73.8% $123.3 million
21 Three Seasons Wealth Salt Lake City, UT 73.1% $237.7 million
22 Waverly Advisors, LLC Birmingham, AL 72.9% $5.8 billion
23 Oak Grove Capital, LLC Holderness, NH 72.7% $169.1 million
24 Arca Wealth, LLC Portsmouth, NH 71.3% $252.5 million
25 Arkadios Wealth Advisors Broker-dealer affiliated Atlanta, GA 71.0% $1.8 billion
26 Golden Reserve Retirement, LLC Dublin, OH 70.8% $109.2 million
27 Wiss Private Client Advisors, LLC Florham Park, NJ 70.1% $246.8 million
28 HMV Wealth Advisors, LLC Shreveport, LA 68.8% $117.9 million
29 EQ Wealth Advisors Dallas, TX 68.0% $130.0 million
30 Banorte Asset Management, Inc. Broker-dealer affiliated Houston, TX 68.0% $139.4 million
31 Second Line Capital, LLC Metairie, LA 67.9% $279.9 million
32 Mwa Financial Services, Inc. Broker-dealer affiliated Rock Island, IL 67.7% $135.6 million
33 Clark Asset Management, LLC Stratham, NH 67.5% $281.8 million
34 Kintra Wealth, LLC Williamsport, PA 66.8% $323.2 million
35 Aerodigm Wealth LLC Lake Oswego, OR 66.4% $317.8 million
36 Maia Wealth Denver, CO 65.8% $213.5 million
37 Salem Partners Wealth Management, LLC Los Angeles, CA 65.4% $330.9 million
38 Apella Wealth West Hartford, CT 64.7% $2.5 billion
39 SB Advisory, LLC Broker-dealer affiliated Atlanta, GA 64.6% $246.8 million
40 Elevation Point Wealth Partners, LLC Denver, CO 64.5% $1.9 billion
41 Pathstone Englewood, NJ 64.4% $24.8 billion
42 Thurston Springer Advisors Broker-dealer affiliated Indianapolis, IN 64.3% $1.4 billion
43 Beacon Global Advisor Network, LLC Atlanta, GA 63.9% $169.4 million
44 Ascentis Independent Advisors, LLC Dallas, TX 63.5% $479.5 million
45 Bluespring Wealth Management, LLC Austin, TX 63.1% $1.3 billion
46 Merit Financial Advisors Broker-dealer affiliated Alpharetta, GA 62.9% $5.5 billion
47 T. Rowe Price Advisory Services, Inc. Broker-dealer affiliated Owings Mills, MD 62.6% $1.4 billion
48 Summit Financial, LLC Parsippany, NJ 62.4% $6.2 billion
49 Alpha Solutions Investment Advisors South San Francisco, CA 61.7% $110.2 million
50 Investor Fan Boise, ID 61.7% $186.2 million
51 Uptick Partners, LLC Nacogdoches, TX 61.6% $251.8 million
52 Corevision Financial Group Shelbyville, IN 61.4% $274.4 million
53 Cannell & Spears LLC New York, NY 61.1% $1.7 billion
54 Dew Point Capital Los Angeles, CA 60.4% $124.5 million
55 Fortress Private Ledger, LLC Broker-dealer affiliated Raleigh, NC 60.3% $141.7 million
56 Fortitude Family Office Scottsdale, AZ 59.9% $310.4 million
57 Monex Asset Management, Inc. Broker-dealer affiliated Houston, TX 59.7% $159.7 million
58 Sand Creek Capital, LLC Rexburg, ID 59.7% $115.8 million
59 Stenger Family Office, LLC Naperville, IL 59.5% $181.2 million
60 DGS Capital Management Jersey City, NJ 59.4% $260.1 million
61 Principal Advised Services Broker-dealer affiliated Des Moines, IA 59.2% $352.6 million
62 Financial Gravity Asset Management, Inc. Austin, TX 58.8% $130.8 million
63 Integrity Alliance, LLC Broker-dealer affiliated Urbandale, IA 58.5% $1.4 billion
64 Royal Oak Financial Group Worthington, OH 58.2% $105.0 million
65 Abich Financial Wealth Management, LLC Ashburn, VA 57.9% $100.3 million
66 The Sum The Woodlands, TX 57.8% $140.3 million
67 Kingswood Wealth Advisors, LLC Broker-dealer affiliated San Diego, CA 57.7% $969.4 million
68 Stevens Capital Partners Omaha, NE 57.6% $207.1 million
69 Fiat Wealth Management Wayzata, MN 57.1% $133.4 million
70 Human Interest Advisors LLC San Francisco, CA 56.7% $2.1 billion
71 Redwood Financial Planning, LLC Scotch Plains, NJ 56.6% $101.3 million
72 Fefa Financial St. Louis, MO 56.1% $114.3 million
73 Fiduciary Financial Advisors Grand Rapids, MI 55.7% $352.2 million
74 Greenbridge Partners LLC Lakeland, FL 55.4% $115.4 million
75 Zanetti Financial, LLC Albuquerque, NM 55.3% $215.9 million
76 Brooklyn FI, LLC Brooklyn, NY 55.0% $151.1 million
77 Black Knight Wealth Management, LLC Frisco, TX 54.9% $145.1 million
78 Keystone Global Partners LLC Denver, CO 54.7% $156.8 million
79 Lifeworks Advisors, LLC Grand Rapids, MI 54.7% $261.2 million
80 Treehouse Wealth Advisors Walnut Creek, CA 54.6% $161.7 million
81 Hoxton Wealth Orlando, FL 54.5% $217.9 million
82 Prosperitas Financial, LLC Valencia, CA 54.2% $221.8 million
83 Facet West Palm Beach, FL 54.1% $2.1 billion
84 Perennial Financial Services Los Angeles, CA 53.8% $686.4 million
85 Sunbeam Capital Management, LLC Atlanta, GA 53.7% $113.0 million
86 CS Planning Corp Portland, OR 53.5% $542.6 million
87 Pgi Wealth Management Alpharetta, GA 53.5% $257.5 million
88 Accurate Wealth Management, LLC Broker-dealer affiliated Wesley Chapel, FL 53.4% $473.4 million
89 Fifth Force Management Dallas, TX 53.2% $113.2 million
90 Spectrum Financial Alliance, Ltd., L.L.C. Nicholasville, KY 52.8% $227.9 million
91 Mainsail Financial Group Bellevue, WA 52.6% $113.6 million
92 Ascend Interplay, LLC New York, NY 52.5% $110.0 million
93 Prevail Innovative Wealth Advisors, LLC Leawood, KS 52.3% $263.7 million
94 Portfolio Design Labs, LLC Encino, CA 51.9% $178.5 million
95 William Joseph Capital Management, Inc. Bristol, CT 51.1% $201.3 million
96 Revere Asset Allen, TX 51.0% $118.5 million
97 Apollon Wealth Management, LLC Mount Pleasant, SC 50.9% $3.4 billion
98 Swan Capital Pensacola, FL 50.8% $102.4 million
99 Interchange Capital Partners Pittsburgh, PA 50.7% $217.1 million
100 Lavelle Capital San Francisco, CA 50.7% $148.6 million

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.