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For asset managers
AdvisorIQ

Ranking, United States

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

As of October 2, 2026, Arax Advisory Partners ranked #1 nationally in AdvisorIQ's ranking of fastest-growing wealth firms over five years, including broker-dealer firms, with 91.2%, from a base of $1.0 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 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 Principal Advised Services Broker-dealer affiliated Des Moines, IA 67.0% $109.6 million
13 Clark Asset Management, LLC Stratham, NH 66.8% $102.6 million
14 Alphacore Capital LLC La Jolla, CA 65.5% $1.0 billion
15 Osaic Wealth, Inc. Broker-dealer affiliated Scottsdale, AZ 62.6% $20.7 billion
16 Kingswood Wealth Advisors, LLC Broker-dealer affiliated San Diego, CA 61.5% $346.3 million
17 Arkadios Wealth Advisors Broker-dealer affiliated Atlanta, GA 61.0% $812.8 million
18 Xypn Sapphire Bozeman, MT 60.6% $117.4 million
19 Aerodigm Wealth LLC Lake Oswego, OR 59.8% $140.6 million
20 Prowell Financial Management, LLC Exton, PA 58.5% $686.3 million
21 Facet West Palm Beach, FL 56.6% $807.5 million
22 Waverly Advisors, LLC Birmingham, AL 55.4% $3.3 billion
23 Cetera Investment Advisers LLC Broker-dealer affiliated Schaumburg, IL 55.4% $28.3 billion
24 SB Advisory, LLC Broker-dealer affiliated Atlanta, GA 55.1% $122.6 million
25 Bison Wealth, LLC Atlanta, GA 54.9% $307.1 million
26 Maia Wealth Denver, CO 54.8% $109.5 million
27 Missionsquare Retirement Broker-dealer affiliated Washington, DC 54.6% $713.2 million
28 Oneseven Beachwood, OH 54.2% $885.8 million
29 Wiss Private Client Advisors, LLC Florham Park, NJ 53.9% $140.6 million
30 The Fiduciary Alliance Greenville, SC 52.9% $301.9 million
31 Merit Financial Advisors Broker-dealer affiliated Alpharetta, GA 52.7% $2.9 billion
32 DGS Capital Management Jersey City, NJ 52.2% $129.3 million
33 T. Rowe Price Advisory Services, Inc. Broker-dealer affiliated Owings Mills, MD 51.9% $728.8 million
34 Lifeworks Advisors, LLC Grand Rapids, MI 51.2% $122.4 million
35 Fiduciary Financial Advisors Grand Rapids, MI 50.2% $174.1 million
36 Newedge Advisors Broker-dealer affiliated New Orleans, LA 50.0% $5.7 billion
37 RMR Wealth Builders, Inc. Montclair, NJ 49.6% $385.2 million
38 Aspire Capital Advisors LLC Seattle, WA 49.5% $165.1 million
39 Human Interest Advisors LLC San Francisco, CA 49.5% $1.1 billion
40 Fortis Capital Management LLC Bellevue, WA 49.5% $155.7 million
41 Apollon Wealth Management, LLC Mount Pleasant, SC 49.2% $1.6 billion
42 Wells Fargo Investment Institute, Inc. Broker-dealer affiliated Charlotte, NC 48.7% $5.9 billion
43 New Edge Wealth Stamford, CT 48.2% $2.8 billion
44 McGlone Suttner Wealth Management, Inc. Appleton, WI 47.0% $146.5 million
45 Aaron Wealth Advisors Chicago, IL 46.6% $634.2 million
46 Rockefeller Capital Management Broker-dealer affiliated New York, NY 46.3% $14.9 billion
47 The Ameriflex Group Broker-dealer affiliated Las Vegas, NV 46.2% $1.4 billion
48 Apella Wealth West Hartford, CT 46.1% $1.7 billion
49 Provenance Wealth Advisors Broker-dealer affiliated Fort Lauderdale, FL 45.9% $549.2 million
50 Greenup Street Wealth Management LLC Overland Park, KS 45.6% $137.4 million
51 Talon LLC San Juan, PR 45.1% $164.9 million
52 Shade Tree Advisors LLC Saratoga Springs, NY 45.0% $226.8 million
53 Summit Financial, LLC Parsippany, NJ 44.7% $4.1 billion
54 Compass Financial Management LLC Tampa, FL 44.3% $142.6 million
55 Banorte Asset Management, Inc. Broker-dealer affiliated Houston, TX 44.0% $106.9 million
56 Kintra Wealth, LLC Williamsport, PA 43.7% $245.4 million
57 Grey Fox Wealth Advisors, LLC Rockland, DE 43.6% $114.5 million
58 William Joseph Capital Management, Inc. Bristol, CT 43.5% $114.2 million
59 Cerity Partners LLC New York, NY 43.3% $26.7 billion
60 Keystone Private Wealth Palm Desert, CA 43.3% $142.3 million
61 Ashton Thomas Private Wealth Scottsdale, AZ 43.3% $994.5 million
62 Operose Advisors LLC Milwaukee, WI 43.2% $339.0 million
63 Pallas Capital Advisors, LLC Braintree, MA 43.0% $720.1 million
64 Nicholas Hoffman & Company, LLC Atlanta, GA 43.0% $1.4 billion
65 Asset Allocation Strategies, LLC Broker-dealer affiliated Farmington, MI 42.5% $173.3 million
66 Thurston Springer Advisors Broker-dealer affiliated Indianapolis, IN 42.5% $1.0 billion
67 Castellan Louisville, KY 42.5% $150.2 million
68 Sequoia Financial Group, L.L.C. Akron, OH 42.2% $5.5 billion
69 Fifth Third Securities, Inc. Broker-dealer affiliated Cincinnati, OH 42.1% $1.9 billion
70 Integrity Alliance, LLC Broker-dealer affiliated Urbandale, IA 41.9% $940.5 million
71 Summa Corp. The Woodlands, TX 41.7% $277.4 million
72 Manhattan West Asset Management, LLC Los Angeles, CA 41.6% $204.3 million
73 Sage Mountain Advisors, LLC Atlanta, GA 41.6% $752.8 million
74 Ashton Thomas Securities, LLC Broker-dealer affiliated Rochester, NY 41.5% $328.0 million
75 Aptus Capital Advisors, LLC Fairhope, AL 41.5% $2.5 billion
76 Cresset Asset Management, LLC Chicago, IL 41.4% $14.0 billion
77 Sunpointe Investments St. Louis, MO 41.3% $140.3 million
78 CS Planning Corp Portland, OR 41.3% $348.0 million
79 Mai Capital Management, LLC Cleveland, OH 41.3% $9.2 billion
80 Pathstone Englewood, NJ 41.3% $19.6 billion
81 Vaquero Private Wealth, Ltd. Dallas, TX 41.1% $166.3 million
82 AWM Capital, LLC Phoenix, AZ 40.9% $268.0 million
83 Madison Partners Madison, WI 40.9% $235.0 million
84 Lido Los Angeles, CA 40.8% $7.7 billion
85 Revisor Wealth Management LLC Akron, OH 40.7% $458.7 million
86 Mayport Wealth Management Newton, MA 40.6% $126.6 million
87 Savant Wealth Management Rockford, IL 40.1% $10.3 billion
88 KDK Private Wealth Management Houston, TX 39.9% $109.0 million
89 Accurate Wealth Management, LLC Broker-dealer affiliated Wesley Chapel, FL 39.7% $321.2 million
90 Sanctuary Advisors, LLC Broker-dealer affiliated Miami, FL 39.6% $6.6 billion
91 Salem Partners Wealth Management, LLC Los Angeles, CA 39.6% $282.3 million
92 Austin Wealth Management, LLC Austin, TX 39.4% $205.6 million
93 Legacy Wealth Management, LLC Boise, ID 39.2% $120.5 million
94 Ritholtz Wealth Management New York, NY 39.2% $1.8 billion
95 Empirical Asset Management, LLC Wellesley, MA 39.1% $107.5 million
96 Elevation Point Wealth Partners, LLC Denver, CO 39.0% $1.6 billion
97 Foundations Investment Advisors LLC Phoenix, AZ 39.0% $1.9 billion
98 Americana Partners, LLC Houston, TX 39.0% $1.8 billion
99 Monex Asset Management, Inc. Broker-dealer affiliated Houston, TX 38.8% $126.4 million
100 Arca Wealth, LLC Portsmouth, NH 38.8% $246.6 million

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

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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.