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For asset managers
AdvisorIQ

Ranking, United States

Fastest-growing wealth firms over one year, including broker-dealer firms

As of October 2, 2026, Vise AI Advisors ranked #1 nationally in AdvisorIQ's ranking of fastest-growing wealth firms over one year, including broker-dealer firms, with 291.8%, from a base of $2.2 billion.

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

SEC-registered firms ranked by the change in RAUM between the SEC snapshots of September 2, 2025 and October 2, 2026, for firms with at least $100 million in RAUM in the earlier snapshot. The value is a fraction (0.25 is 25 percent) and base_value is the starting RAUM. Firms whose figure grew more than 300 percent 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 Vise AI Advisors New York City, NY 291.8% $2.2 billion
2 Xypn Sapphire Bozeman, MT 290.4% $321.0 million
3 Savvy New York, NY 286.1% $1.3 billion
4 Tempo Wealth Independence, OH 272.4% $216.0 million
5 Spartan Wealth Management Bingham Farms, MI 265.0% $406.6 million
6 Bluespring Wealth Management, LLC Austin, TX 264.8% $1.5 billion
7 Arax Advisory Partners New York, NY 262.4% $7.3 billion
8 Salem Partners Wealth Management, LLC Los Angeles, CA 262.2% $413.3 million
9 Triad Wealth Partners, LLC Lawrence, KS 259.2% $425.0 million
10 The Wellington GRP LLC Indianapolis, IN 247.2% $136.4 million
11 Summa Corp. The Woodlands, TX 245.7% $458.9 million
12 Three Seasons Wealth Salt Lake City, UT 241.1% $361.7 million
13 Elevation Point Wealth Partners, LLC Denver, CO 240.5% $2.4 billion
14 Market Investment Group, LLC Wichita, KS 230.1% $126.1 million
15 Corevision Financial Group Shelbyville, IN 227.6% $352.3 million
16 Kintra Wealth, LLC Williamsport, PA 225.6% $460.9 million
17 J.R. Prunier Capital Management LLC Holden, MA 222.5% $126.2 million
18 Bluedoor Private Wealth, LLC Beverly, MA 218.4% $105.9 million
19 Endeavor Advisors, LLC The Woodlands, TX 216.3% $176.9 million
20 Elyxium Wealth LLC Beverly Hills, CA 206.9% $452.7 million
21 Buck Wealth Strategies, LLC Denver, CO 190.6% $565.4 million
22 Arca Wealth, LLC Portsmouth, NH 185.6% $444.6 million
23 Lucas Group Financial Advisors, LLC Freeport, IL 185.5% $118.3 million
24 Brilliant Advice, LLC Cincinnati, OH 178.6% $204.4 million
25 First Citizens Asset Management, Inc Broker-dealer affiliated Raleigh, NC 178.5% $167.0 million
26 Osprey Private Wealth LLC New York, NY 176.6% $162.1 million
27 The Life Wealth Group Winter Garden, FL 176.1% $177.7 million
28 Arena Private Wealth Chicago, IL 175.2% $147.1 million
29 Signature Equity Partners, LLC Columbus, OH 174.2% $250.9 million
30 SB Advisory, LLC Broker-dealer affiliated Atlanta, GA 172.1% $404.8 million
31 GC Wealth Management RIA, LLC Cambridge, MA 170.9% $2.2 billion
32 Legacy Wealth Advisors, LLC North Miami Beach, FL 165.2% $348.0 million
33 Fcig Wealth Management, LLC Plainfield, CT 163.2% $107.3 million
34 Xxi Wealth, LLC Chicago, IL 162.2% $202.7 million
35 Bbva Global Wealth Advisors, Inc. Broker-dealer affiliated Miami, FL 160.6% $523.7 million
36 Thepartners Wealth Management Carmel by the Sea, CA 160.5% $454.5 million
37 Peak Retirement Planning, Inc. Columbus, OH 160.2% $242.5 million
38 Tritonpoint Partners, LLC Chevy Chase, MD 159.6% $110.3 million
39 Kai Wealth LLC Chicago, IL 154.8% $108.0 million
40 Hudson Capital Advisory, Inc. Buffalo, NY 146.3% $133.0 million
41 Sand Creek Capital, LLC Rexburg, ID 144.1% $193.0 million
42 Foguth Wealth Management, LLC. Brighton, MI 143.4% $439.6 million
43 Tencap Wealth Coaching South Jordan, UT 143.2% $117.2 million
44 Castle Rock Advisors LLC Boston, MA 141.9% $1.6 billion
45 Rossby Financial, LLC Melbourne, FL 138.3% $358.6 million
46 Ascentis Independent Advisors, LLC Dallas, TX 137.9% $880.4 million
47 Discipline Wealth Solutions, Inc. Greenville, SC 136.1% $316.3 million
48 Integrity Investment Advisors Fort Collins, CO 134.7% $168.0 million
49 Apella Wealth West Hartford, CT 134.7% $4.7 billion
50 Herbert J. Sims Capital Management, Inc. Broker-dealer affiliated Fairfield, CT 133.9% $186.8 million
51 Martin, Javan Von Ephrata, PA 133.5% $407.8 million
52 Intellectus Partners, LLC San Francisco, CA 132.9% $1.3 billion
53 Paradigm Investment Advisory, LLC Bridgewater, NJ 132.5% $182.8 million
54 Retirable New York, NY 130.4% $130.6 million
55 Arkadios Wealth Advisors Broker-dealer affiliated Atlanta, GA 127.9% $3.9 billion
56 Moment Private Wealth St. Louis, MO 127.9% $156.7 million
57 Rothschild Wealth LLC Broker-dealer affiliated Oakbrook, IL 126.0% $751.1 million
58 Merit Financial Advisors Broker-dealer affiliated Alpharetta, GA 125.7% $10.6 billion
59 Capstone Investment Group Olympia, WA 124.9% $152.4 million
60 Black Knight Wealth Management, LLC Frisco, TX 124.7% $240.0 million
61 Integrity Alliance, LLC Broker-dealer affiliated Urbandale, IA 124.6% $2.4 billion
62 Sandro Wealth Management LLC Fairfield, NJ 123.8% $101.7 million
63 Foundry Financial LLC Pasadena, CA 122.2% $104.7 million
64 Elysium Wealth Management, LLC South Jordan, UT 121.3% $159.2 million
65 Veridan Wealth West Linn, OR 119.0% $304.6 million
66 Quartz Partners Investment Management Saratoga Springs, NY 117.7% $281.0 million
67 Bridgeport Financial Solutions Phoenix, AZ 116.0% $484.5 million
68 Integrity Advisory Solutions Dallas, TX 115.4% $512.3 million
69 Pathways Wealth Management, Inc. Tipp City, OH 115.3% $133.3 million
70 BXM Wealth LLC Englewood, CO 115.0% $107.6 million
71 Churchill Financial Advisors, LLC Louisville, KY 114.5% $243.8 million
72 &Partners Broker-dealer affiliated Nashville, TN 114.0% $14.1 billion
73 Alphacore Capital LLC La Jolla, CA 113.8% $6.1 billion
74 Outrunner Capital, LLC Austin, TX 113.7% $233.2 million
75 Farther San Francisco, CA 112.8% $7.5 billion
76 PW Nova Financial Services LLC Newtown, PA 112.5% $307.9 million
77 Torren Management, LLC San Diego, CA 111.0% $177.0 million
78 MDRN Capital Annapolis, MD 110.5% $160.9 million
79 Ponta Wealth Partners, LLC Winter Park, FL 109.7% $102.2 million
80 NFWM Plano, TX 108.9% $149.3 million
81 Apex Investment Group Hudson, MA 107.8% $101.6 million
82 Blacktower Financial Management (US) LLC Orlando, FL 107.1% $122.8 million
83 Nolet Wealth Management, LLC Fort Worth, TX 107.0% $131.7 million
84 Seeds New York, NY 106.2% $485.6 million
85 Smartharvest Portfolios Seattle, WA 104.8% $170.0 million
86 Abel Hall, LLC Baton Rouge, LA 104.7% $400.1 million
87 Lonestar Registered Investment Advisors, LLC Lubbock, TX 104.7% $164.2 million
88 Santa Barbara Management Chicago, IL 104.6% $259.2 million
89 Advisor Share Wealth Management, LLC Vancouver, WA 103.6% $185.2 million
90 Lifegoal Investments, LLC Saratoga Springs, NY 103.4% $175.0 million
91 Corient SHC Partners (US) LP Philadelphia, PA 101.4% $847.9 million
92 Spectrum Financial Alliance, Ltd., L.L.C. Nicholasville, KY 100.2% $406.1 million
93 Zanetti Financial, LLC Albuquerque, NM 100.1% $404.5 million
94 Valtrion Capital Management, LLC Franklin, TN 100.1% $143.6 million
95 Northern Capital Management, Inc. Spokane, WA 98.7% $462.2 million
96 Lri Investments Palm Beach Gardens, FL 98.1% $1.4 billion
97 Vistica Wealth Advisors, LLC Carlsbad, CA 97.6% $131.6 million
98 Helm Capital Management Seattle, WA 97.3% $203.1 million
99 DGS Capital Management Jersey City, NJ 96.8% $535.5 million
100 Facet West Palm Beach, FL 96.7% $3.9 billion

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

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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.