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For asset managers
AdvisorIQ

Ranking, United States

Fastest-growing independent RIAs over five years

As of October 2, 2026, Arax Advisory Partners ranked #1 nationally in AdvisorIQ's ranking of fastest-growing independent RIAs over five years, with 91.2%, from a base of $1.0 billion.

Include wirehouses and broker-dealer firms

SEC-registered firms ranked by compound annual growth in RAUM over the five years between the SEC snapshots of October 4, 2021 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 Arax Advisory Partners New York, NY 91.2% $1.0 billion
2 Wedmont Private Capital West Chester, PA 89.7% $140.1 million
3 Quent Capital, LLC New York, NY 81.6% $104.1 million
4 Carrick Lane LLC New York, NY 80.4% $158.6 million
5 Sarofim Trust Co Houston, TX 80.1% $683.4 million
6 Legacy Knight Mfo, LLC Dallas, TX 79.5% $152.8 million
7 Guardian Wealth Advisors, LLC Raleigh, NC 79.0% $149.4 million
8 Oneascent Financial Services LLC Birmingham, AL 74.8% $216.7 million
9 Prosperity - An Eisneramper Company Owings Mills, MD 72.0% $334.6 million
10 Eversource Wealth Advisors, LLC Birmingham, AL 70.4% $355.1 million
11 Focus Partners Wealth, LLC St. Louis, MO 69.4% $13.1 billion
12 Clark Asset Management, LLC Stratham, NH 66.8% $102.6 million
13 Alphacore Capital LLC La Jolla, CA 65.5% $1.0 billion
14 Xypn Sapphire Bozeman, MT 60.6% $117.4 million
15 Aerodigm Wealth LLC Lake Oswego, OR 59.8% $140.6 million
16 Prowell Financial Management, LLC Exton, PA 58.5% $686.3 million
17 Facet West Palm Beach, FL 56.6% $807.5 million
18 Waverly Advisors, LLC Birmingham, AL 55.4% $3.3 billion
19 Bison Wealth, LLC Atlanta, GA 54.9% $307.1 million
20 Maia Wealth Denver, CO 54.8% $109.5 million
21 Oneseven Beachwood, OH 54.2% $885.8 million
22 Wiss Private Client Advisors, LLC Florham Park, NJ 53.9% $140.6 million
23 The Fiduciary Alliance Greenville, SC 52.9% $301.9 million
24 DGS Capital Management Jersey City, NJ 52.2% $129.3 million
25 Lifeworks Advisors, LLC Grand Rapids, MI 51.2% $122.4 million
26 Fiduciary Financial Advisors Grand Rapids, MI 50.2% $174.1 million
27 RMR Wealth Builders, Inc. Montclair, NJ 49.6% $385.2 million
28 Aspire Capital Advisors LLC Seattle, WA 49.5% $165.1 million
29 Human Interest Advisors LLC San Francisco, CA 49.5% $1.1 billion
30 Fortis Capital Management LLC Bellevue, WA 49.5% $155.7 million
31 Apollon Wealth Management, LLC Mount Pleasant, SC 49.2% $1.6 billion
32 New Edge Wealth Stamford, CT 48.2% $2.8 billion
33 McGlone Suttner Wealth Management, Inc. Appleton, WI 47.0% $146.5 million
34 Aaron Wealth Advisors Chicago, IL 46.6% $634.2 million
35 Apella Wealth West Hartford, CT 46.1% $1.7 billion
36 Greenup Street Wealth Management LLC Overland Park, KS 45.6% $137.4 million
37 Talon LLC San Juan, PR 45.1% $164.9 million
38 Shade Tree Advisors LLC Saratoga Springs, NY 45.0% $226.8 million
39 Summit Financial, LLC Parsippany, NJ 44.7% $4.1 billion
40 Compass Financial Management LLC Tampa, FL 44.3% $142.6 million
41 Kintra Wealth, LLC Williamsport, PA 43.7% $245.4 million
42 Grey Fox Wealth Advisors, LLC Rockland, DE 43.6% $114.5 million
43 William Joseph Capital Management, Inc. Bristol, CT 43.5% $114.2 million
44 Cerity Partners LLC New York, NY 43.3% $26.7 billion
45 Keystone Private Wealth Palm Desert, CA 43.3% $142.3 million
46 Ashton Thomas Private Wealth Scottsdale, AZ 43.3% $994.5 million
47 Operose Advisors LLC Milwaukee, WI 43.2% $339.0 million
48 Pallas Capital Advisors, LLC Braintree, MA 43.0% $720.1 million
49 Nicholas Hoffman & Company, LLC Atlanta, GA 43.0% $1.4 billion
50 Castellan Louisville, KY 42.5% $150.2 million
51 Sequoia Financial Group, L.L.C. Akron, OH 42.2% $5.5 billion
52 Summa Corp. The Woodlands, TX 41.7% $277.4 million
53 Manhattan West Asset Management, LLC Los Angeles, CA 41.6% $204.3 million
54 Sage Mountain Advisors, LLC Atlanta, GA 41.6% $752.8 million
55 Aptus Capital Advisors, LLC Fairhope, AL 41.5% $2.5 billion
56 Cresset Asset Management, LLC Chicago, IL 41.4% $14.0 billion
57 Sunpointe Investments St. Louis, MO 41.3% $140.3 million
58 CS Planning Corp Portland, OR 41.3% $348.0 million
59 Mai Capital Management, LLC Cleveland, OH 41.3% $9.2 billion
60 Pathstone Englewood, NJ 41.3% $19.6 billion
61 Vaquero Private Wealth, Ltd. Dallas, TX 41.1% $166.3 million
62 AWM Capital, LLC Phoenix, AZ 40.9% $268.0 million
63 Madison Partners Madison, WI 40.9% $235.0 million
64 Lido Los Angeles, CA 40.8% $7.7 billion
65 Revisor Wealth Management LLC Akron, OH 40.7% $458.7 million
66 Mayport Wealth Management Newton, MA 40.6% $126.6 million
67 Savant Wealth Management Rockford, IL 40.1% $10.3 billion
68 KDK Private Wealth Management Houston, TX 39.9% $109.0 million
69 Salem Partners Wealth Management, LLC Los Angeles, CA 39.6% $282.3 million
70 Austin Wealth Management, LLC Austin, TX 39.4% $205.6 million
71 Legacy Wealth Management, LLC Boise, ID 39.2% $120.5 million
72 Ritholtz Wealth Management New York, NY 39.2% $1.8 billion
73 Empirical Asset Management, LLC Wellesley, MA 39.1% $107.5 million
74 Elevation Point Wealth Partners, LLC Denver, CO 39.0% $1.6 billion
75 Foundations Investment Advisors LLC Phoenix, AZ 39.0% $1.9 billion
76 Americana Partners, LLC Houston, TX 39.0% $1.8 billion
77 Arca Wealth, LLC Portsmouth, NH 38.8% $246.6 million
78 Fermata Advisors Sonoma, CA 38.7% $196.6 million
79 The Sum The Woodlands, TX 38.7% $107.5 million
80 Circle Wealth Management, LLC Summit, NJ 38.4% $2.8 billion
81 Curated Wealth Partners, LLC El Segundo, CA 38.2% $349.6 million
82 Wealth Enhancement Advisory Services, LLC Plymouth, MN 38.2% $24.3 billion
83 Giverny Capital Asset Management New York, NY 38.1% $119.2 million
84 CW Advisors, LLC Boston, MA 38.0% $3.0 billion
85 B.O.S.S. Retirement Advisors, LLC Lehi, UT 38.0% $276.7 million
86 Journey Wealth Management Cleveland, OH 37.6% $281.2 million
87 Park Capital Management, LLC Madison, WI 37.5% $176.5 million
88 Keystone Global Partners LLC Denver, CO 37.4% $118.4 million
89 Whitaker-Myers Wealth Managers, Ltd. Mansfield, OH 37.4% $173.7 million
90 Ieq Capital, LLC Foster City, CA 37.4% $11.6 billion
91 Andina Advisors Logan, UT 37.4% $258.1 million
92 Coyle Capital, LLC Lakeway, TX 37.0% $191.5 million
93 Dew Point Capital Los Angeles, CA 37.0% $106.4 million
94 Perennial Financial Services Los Angeles, CA 37.0% $518.4 million
95 Perigon Wealth Management, LLC San Francisco, CA 36.7% $2.4 billion
96 Diversifi Capital Inc Los Altos, CA 36.5% $141.6 million
97 Clearstead; Clearstead Advisory Solutions Cleveland, OH 36.4% $7.2 billion
98 Falcon Wealth Planning, LLC Ontario, CA 36.4% $414.1 million
99 Integrated Wealth Concepts LLC Waltham, MA 36.3% $5.0 billion
100 Composition Wealth, LLC Los Angeles, CA 36.3% $2.0 billion

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

More rankings

Fastest growing, 5 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.