# 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.

As of: 2026-10-02
Address: https://advisoriq.com/ria/rankings/fastest-growing-3-year/

## Facts

- ranking: Fastest-growing independent RIAs over three years
- how_it_is_computed: 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.
- unit: pct
- scope: United States
- firms_listed: 100
- rows: rank: 1, crd: 284549, firm: Oneascent Financial Services LLC, city: Birmingham, state: AL, value: 0.979077774819858, base_value: 456423981, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/284549/; rank: 2, crd: 321633, firm: Concentric, city: Walnut Creek, state: CA, value: 0.927479066408209, base_value: 1942593918, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/321633/; rank: 3, crd: 324624, firm: Modern Wealth Management, LLC, city: Kansas City, state: MO, value: 0.922156954457921, base_value: 1535399313, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/324624/; rank: 4, crd: 122448, firm: Fifth Avenue Family Office, city: Naples, state: FL, value: 0.92060437213765, base_value: 190674421, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/122448/; rank: 5, crd: 324205, firm: United Advisor Group, city: Cincinnati, state: OH, value: 0.913027294157027, base_value: 203750000, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/324205/; rank: 6, crd: 113091, firm: Summa Corp., city: The Woodlands, state: TX, value: 0.897078860545472, base_value: 232378001, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/113091/; rank: 7, crd: 309709, firm: Fortis Capital Advisors, LLC, city: Prairie Village, state: KS, value: 0.874446160601513, base_value: 245306103, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/309709/; rank: 8, crd: 319484, firm: 49 Financial, city: Austin, state: TX, value: 0.825663045504289, base_value: 230561939, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/319484/; rank: 9, crd: 173064, firm: Vision Retirement, city: Ridgewood, state: NJ, value: 0.814219498388419, base_value: 106130883, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/173064/; rank: 10, crd: 312899, firm: Cogentblue, city: Knoxville, state: TN, value: 0.788732295340217, base_value: 105891151, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/312899/; rank: 11, crd: 174346, firm: Alphacore Capital LLC, city: La Jolla, state: CA, value: 0.772946782655838, base_value: 2325402186, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/174346/; rank: 12, crd: 320878, firm: Daymark Wealth Partners, LLC, city: Cincinnati, state: OH, value: 0.770942187182591, base_value: 907806782, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/320878/; rank: 13, crd: 297122, firm: Rockport Wealth Advisors, city: Fairview Park, state: OH, value: 0.764876570867941, base_value: 123049000, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/297122/; rank: 14, crd: 309148, firm: Carrick Lane LLC, city: New York, state: NY, value: 0.760978315768661, base_value: 554810625, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/309148/; rank: 15, crd: 142772, firm: Keating Financial Advisory Services, city: Manhattan, state: KS, value: 0.747814675931202, base_value: 271620765, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/142772/; rank: 16, crd: 281621, firm: Gibbs Wealth Management, LLC, city: Alpharetta, state: GA, value: 0.745626834043271, base_value: 200180955, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/281621/; rank: 17, crd: 294046, firm: Act Two Investors LLC, city: Santa Cruz, state: CA, value: 0.737911877136724, base_value: 123254162, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/294046/; rank: 18, crd: 326517, firm: Three Seasons Wealth, city: Salt Lake City, state: UT, value: 0.731376111231372, base_value: 237730570, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/326517/; rank: 19, crd: 115332, firm: Waverly Advisors, LLC, city: Birmingham, state: AL, value: 0.729355235278025, base_value: 5775807497, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/115332/; rank: 20, crd: 165465, firm: Oak Grove Capital, LLC, city: Holderness, state: NH, value: 0.727047406689182, base_value: 169087436, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/165465/; rank: 21, crd: 174765, firm: Arca Wealth, LLC, city: Portsmouth, state: NH, value: 0.713163674986754, base_value: 252513654, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/174765/; rank: 22, crd: 283588, firm: Golden Reserve Retirement, LLC, city: Dublin, state: OH, value: 0.708000391384807, base_value: 109235462, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/283588/; rank: 23, crd: 286319, firm: Wiss Private Client Advisors, LLC, city: Florham Park, state: NJ, value: 0.701363219050627, base_value: 246820019, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/286319/; rank: 24, crd: 297747, firm: HMV Wealth Advisors, LLC, city: Shreveport, state: LA, value: 0.688236398197148, base_value: 117921465, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/297747/; rank: 25, crd: 322294, firm: EQ Wealth Advisors, city: Dallas, state: TX, value: 0.680327568540459, base_value: 130047962, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/322294/; rank: 26, crd: 324386, firm: Second Line Capital, LLC, city: Metairie, state: LA, value: 0.678649452566293, base_value: 279922103, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/324386/; rank: 27, crd: 284480, firm: Clark Asset Management, LLC, city: Stratham, state: NH, value: 0.675080283367575, base_value: 281806711, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/284480/; rank: 28, crd: 299407, firm: Kintra Wealth, LLC, city: Williamsport, state: PA, value: 0.66847123099337, base_value: 323167302, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/299407/; rank: 29, crd: 282312, firm: Aerodigm Wealth LLC, city: Lake Oswego, state: OR, value: 0.663592877369568, base_value: 317812809, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/282312/; rank: 30, crd: 292817, firm: Maia Wealth, city: Denver, state: CO, value: 0.657864404855481, base_value: 213541601, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/292817/; rank: 31, crd: 131359, firm: Salem Partners Wealth Management, LLC, city: Los Angeles, state: CA, value: 0.653870670684396, base_value: 330944999, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/131359/; rank: 32, crd: 171106, firm: Apella Wealth, city: West Hartford, state: CT, value: 0.646683172962031, base_value: 2478162661, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/171106/; rank: 33, crd: 137068, firm: Elevation Point Wealth Partners, LLC, city: Denver, state: CO, value: 0.644996814302092, base_value: 1862454467, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/137068/; rank: 34, crd: 151736, firm: Pathstone, city: Englewood, state: NJ, value: 0.643715641200318, base_value: 24835859938, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/151736/; rank: 35, crd: 288833, firm: Beacon Global Advisor Network, LLC, city: Atlanta, state: GA, value: 0.638550411319345, base_value: 169364000, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/288833/; rank: 36, crd: 322879, firm: Ascentis Independent Advisors, LLC, city: Dallas, state: TX, value: 0.63474008027377, base_value: 479522775, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/322879/; rank: 37, crd: 152667, firm: Bluespring Wealth Management, LLC, city: Austin, state: TX, value: 0.630546594206459, base_value: 1252774029, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/152667/; rank: 38, crd: 299322, firm: Summit Financial, LLC, city: Parsippany, state: NJ, value: 0.623785426938904, base_value: 6154141421, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/299322/; rank: 39, crd: 156541, firm: Alpha Solutions Investment Advisors, city: South San Francisco, state: CA, value: 0.617224898528222, base_value: 110242501, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/156541/; rank: 40, crd: 159301, firm: Investor Fan, city: Boise, state: ID, value: 0.617221933549684, base_value: 186163454, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/159301/; rank: 41, crd: 324250, firm: Uptick Partners, LLC, city: Nacogdoches, state: TX, value: 0.616257548914912, base_value: 251808741, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/324250/; rank: 42, crd: 325310, firm: Corevision Financial Group, city: Shelbyville, state: IN, value: 0.614362383499299, base_value: 274369382, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/325310/; rank: 43, crd: 142633, firm: Cannell & Spears LLC, city: New York, state: NY, value: 0.611433782477978, base_value: 1671000000, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/142633/; rank: 44, crd: 305010, firm: Dew Point Capital, city: Los Angeles, state: CA, value: 0.603562706248542, base_value: 124469000, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/305010/; rank: 45, crd: 317615, firm: Fortitude Family Office, city: Scottsdale, state: AZ, value: 0.59866268124659, base_value: 310399287, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/317615/; rank: 46, crd: 326719, firm: Sand Creek Capital, LLC, city: Rexburg, state: ID, value: 0.596505835438231, base_value: 115787878, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/326719/; rank: 47, crd: 325089, firm: Stenger Family Office, LLC, city: Naperville, state: IL, value: 0.594692895538445, base_value: 181225940, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/325089/; rank: 48, crd: 281938, firm: DGS Capital Management, city: Jersey City, state: NJ, value: 0.594318420424027, base_value: 260105272, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/281938/; rank: 49, crd: 144008, firm: Financial Gravity Asset Management, Inc., city: Austin, state: TX, value: 0.587785620425183, base_value: 130765249, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/144008/; rank: 50, crd: 166391, firm: Royal Oak Financial Group, city: Worthington, state: OH, value: 0.582113539697613, base_value: 105000000, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/166391/; rank: 51, crd: 310633, firm: Abich Financial Wealth Management, LLC, city: Ashburn, state: VA, value: 0.578936567196771, base_value: 100259570, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/310633/; rank: 52, crd: 297658, firm: The Sum, city: The Woodlands, state: TX, value: 0.578042158151796, base_value: 140306671, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/297658/; rank: 53, crd: 317517, firm: Stevens Capital Partners, city: Omaha, state: NE, value: 0.575757873695138, base_value: 207096961, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/317517/; rank: 54, crd: 318201, firm: Fiat Wealth Management, city: Wayzata, state: MN, value: 0.570978621382266, base_value: 133444496, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/318201/; rank: 55, crd: 269875, firm: Human Interest Advisors LLC, city: San Francisco, state: CA, value: 0.567173679496016, base_value: 2105633852, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/269875/; rank: 56, crd: 291250, firm: Redwood Financial Planning, LLC, city: Scotch Plains, state: NJ, value: 0.565837042786973, base_value: 101283218, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/291250/; rank: 57, crd: 324833, firm: Fefa Financial, city: St. Louis, state: MO, value: 0.561412351194141, base_value: 114338890, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/324833/; rank: 58, crd: 172103, firm: Fiduciary Financial Advisors, city: Grand Rapids, state: MI, value: 0.557033790274548, base_value: 352190255, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/172103/; rank: 59, crd: 304445, firm: Greenbridge Partners LLC, city: Lakeland, state: FL, value: 0.55401041253595, base_value: 115412683, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/304445/; rank: 60, crd: 282089, firm: Zanetti Financial, LLC, city: Albuquerque, state: NM, value: 0.553459733739239, base_value: 215897023, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/282089/; rank: 61, crd: 292115, firm: Brooklyn FI, LLC, city: Brooklyn, state: NY, value: 0.550474278917417, base_value: 151074216, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/292115/; rank: 62, crd: 305515, firm: Black Knight Wealth Management, LLC, city: Frisco, state: TX, value: 0.549084508139885, base_value: 145057516, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/305515/; rank: 63, crd: 153147, firm: Keystone Global Partners LLC, city: Denver, state: CO, value: 0.546890964989869, base_value: 156836027, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/153147/; rank: 64, crd: 288255, firm: Lifeworks Advisors, LLC, city: Grand Rapids, state: MI, value: 0.546823089982222, base_value: 261198376, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/288255/; rank: 65, crd: 292016, firm: Treehouse Wealth Advisors, city: Walnut Creek, state: CA, value: 0.54576117404629, base_value: 161655070, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/292016/; rank: 66, crd: 307387, firm: Hoxton Wealth, city: Orlando, state: FL, value: 0.544942249201464, base_value: 217901277, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/307387/; rank: 67, crd: 315768, firm: Prosperitas Financial, LLC, city: Valencia, state: CA, value: 0.541537072228018, base_value: 221789751, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/315768/; rank: 68, crd: 285961, firm: Facet, city: West Palm Beach, state: FL, value: 0.540946553058086, base_value: 2078080181, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/285961/; rank: 69, crd: 286477, firm: Perennial Financial Services, city: Los Angeles, state: CA, value: 0.538319576514667, base_value: 686390353, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/286477/; rank: 70, crd: 289723, firm: Sunbeam Capital Management, LLC, city: Atlanta, state: GA, value: 0.536885596761406, base_value: 112987003, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/289723/; rank: 71, crd: 149937, firm: CS Planning Corp, city: Portland, state: OR, value: 0.534612696489099, base_value: 542566766, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/149937/; rank: 72, crd: 297517, firm: Pgi Wealth Management, city: Alpharetta, state: GA, value: 0.534610957707, base_value: 257501591, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/297517/; rank: 73, crd: 325161, firm: Fifth Force Management, city: Dallas, state: TX, value: 0.531929513496262, base_value: 113191000, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/325161/; rank: 74, crd: 125147, firm: Spectrum Financial Alliance, Ltd., L.L.C., city: Nicholasville, state: KY, value: 0.528063536047677, base_value: 227863073, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/125147/; rank: 75, crd: 317970, firm: Mainsail Financial Group, city: Bellevue, state: WA, value: 0.526298387461562, base_value: 113599762, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/317970/; rank: 76, crd: 317344, firm: Ascend Interplay, LLC, city: New York, state: NY, value: 0.525124342552432, base_value: 110000000, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/317344/; rank: 77, crd: 288641, firm: Prevail Innovative Wealth Advisors, LLC, city: Leawood, state: KS, value: 0.523212707704049, base_value: 263670634, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/288641/; rank: 78, crd: 318127, firm: Portfolio Design Labs, LLC, city: Encino, state: CA, value: 0.518581150424752, base_value: 178453267, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/318127/; rank: 79, crd: 226535, firm: William Joseph Capital Management, Inc., city: Bristol, state: CT, value: 0.51098434979847, base_value: 201251887, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/226535/; rank: 80, crd: 152881, firm: Revere Asset, city: Allen, state: TX, value: 0.509801752555701, base_value: 118525136, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/152881/; rank: 81, crd: 291902, firm: Apollon Wealth Management, LLC, city: Mount Pleasant, state: SC, value: 0.509363937533652, base_value: 3362897429, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/291902/; rank: 82, crd: 305793, firm: Swan Capital, city: Pensacola, state: FL, value: 0.508319316100142, base_value: 102412391, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/305793/; rank: 83, crd: 309314, firm: Interchange Capital Partners, city: Pittsburgh, state: PA, value: 0.50730458923045, base_value: 217139540, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/309314/; rank: 84, crd: 316754, firm: Lavelle Capital, city: San Francisco, state: CA, value: 0.506701665851442, base_value: 148577634, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/316754/; rank: 85, crd: 113057, firm: Mission Wealth Management, LP, city: Santa Barbara, state: CA, value: 0.506198133020481, base_value: 4975561347, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/113057/; rank: 86, crd: 156345, firm: Compass Financial Management LLC, city: Tampa, state: FL, value: 0.50226676175788, base_value: 263643489, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/156345/; rank: 87, crd: 170413, firm: Sivia Capital Partners, LLC, city: Mill Valley, state: CA, value: 0.501317407971186, base_value: 366142121, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/170413/; rank: 88, crd: 166587, firm: Vernal Point Advisors, LLC, city: San Francisco, state: CA, value: 0.499129328775619, base_value: 1168849000, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/166587/; rank: 89, crd: 316866, firm: Cove Private Wealth, LLC, city: Oyster Bay, state: NY, value: 0.498747983779249, base_value: 135296568, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/316866/; rank: 90, crd: 305815, firm: Wedmont Private Capital, city: West Chester, state: PA, value: 0.498687500339842, base_value: 1022151670, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/305815/; rank: 91, crd: 315101, firm: Power Wealth Management, city: Alpharetta, state: GA, value: 0.498303157400534, base_value: 127817403, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/315101/; rank: 92, crd: 322287, firm: Fidelis Capital, city: Tampa, state: FL, value: 0.497477472816592, base_value: 680300000, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/322287/; rank: 93, crd: 155221, firm: Covenant Wealth Advisors, city: Richmond, state: VA, value: 0.495913458575003, base_value: 271739012, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/155221/; rank: 94, crd: 170043, firm: Private Advisory, city: Redmond, state: WA, value: 0.494749218797527, base_value: 642174000, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/170043/; rank: 95, crd: 173916, firm: Redwood Wealth Management, LLC, city: Santa Monica, state: CA, value: 0.493367980248193, base_value: 251311605, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/173916/; rank: 96, crd: 167626, firm: Aptus Capital Advisors, LLC, city: Fairhope, state: AL, value: 0.493010635319476, base_value: 4249213318, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/167626/; rank: 97, crd: 305300, firm: Burkholder Wealth Management, city: Tulsa, state: OK, value: 0.492244459243323, base_value: 114318000, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/305300/; rank: 98, crd: 129045, firm: Mezzasalma Advisors, city: Tinton Falls, state: NJ, value: 0.491687565857411, base_value: 161009094, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/129045/; rank: 99, crd: 105674, firm: Clearstead; Clearstead Advisory Solutions, city: Cleveland, state: OH, value: 0.490687128876509, base_value: 10227847468, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/105674/; rank: 100, crd: 109807, firm: Mai Capital Management, LLC, city: Cleveland, state: OH, value: 0.48927203816003, base_value: 15773426777, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/109807/

## 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/fastest-growing-3-year/

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