# Fastest-growing independent RIAs over one year

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

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

## Facts

- ranking: Fastest-growing independent RIAs over one year
- how_it_is_computed: 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.
- unit: pct
- scope: United States
- firms_listed: 100
- rows: rank: 1, crd: 301761, firm: Vise AI Advisors, city: New York City, state: NY, value: 2.91759495231291, base_value: 2176414941, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/301761/; rank: 2, crd: 285967, firm: Xypn Sapphire, city: Bozeman, state: MT, value: 2.90439305675239, base_value: 321042677, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/285967/; rank: 3, crd: 318493, firm: Savvy, city: New York, state: NY, value: 2.86086185199406, base_value: 1295318161, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/318493/; rank: 4, crd: 336316, firm: Tempo Wealth, city: Independence, state: OH, value: 2.72423029817093, base_value: 215954924, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/336316/; rank: 5, crd: 331719, firm: Spartan Wealth Management, city: Bingham Farms, state: MI, value: 2.65009005951676, base_value: 406619437, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/331719/; rank: 6, crd: 152667, firm: Bluespring Wealth Management, LLC, city: Austin, state: TX, value: 2.64781783456107, base_value: 1488809873, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/152667/; rank: 7, crd: 133535, firm: Arax Advisory Partners, city: New York, state: NY, value: 2.62408113084082, base_value: 7319089239, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/133535/; rank: 8, crd: 131359, firm: Salem Partners Wealth Management, LLC, city: Los Angeles, state: CA, value: 2.62199821712424, base_value: 413344561, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/131359/; rank: 9, crd: 326523, firm: Triad Wealth Partners, LLC, city: Lawrence, state: KS, value: 2.59206204878023, base_value: 424994398, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/326523/; rank: 10, crd: 332803, firm: The Wellington GRP LLC, city: Indianapolis, state: IN, value: 2.47190454802094, base_value: 136422525, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/332803/; rank: 11, crd: 113091, firm: Summa Corp., city: The Woodlands, state: TX, value: 2.45733019074801, base_value: 458891810, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/113091/; rank: 12, crd: 326517, firm: Three Seasons Wealth, city: Salt Lake City, state: UT, value: 2.41114888226503, base_value: 361708421, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/326517/; rank: 13, crd: 137068, firm: Elevation Point Wealth Partners, LLC, city: Denver, state: CO, value: 2.40484997945532, base_value: 2434909737, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/137068/; rank: 14, crd: 334248, firm: Market Investment Group, LLC, city: Wichita, state: KS, value: 2.30141895020008, base_value: 126142341, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/334248/; rank: 15, crd: 325310, firm: Corevision Financial Group, city: Shelbyville, state: IN, value: 2.27640590433045, base_value: 352323031, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/325310/; rank: 16, crd: 299407, firm: Kintra Wealth, LLC, city: Williamsport, state: PA, value: 2.25640282584896, base_value: 460941125, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/299407/; rank: 17, crd: 321026, firm: J.R. Prunier Capital Management LLC, city: Holden, state: MA, value: 2.22546670101694, base_value: 126186301, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/321026/; rank: 18, crd: 301907, firm: Bluedoor Private Wealth, LLC, city: Beverly, state: MA, value: 2.18389681462094, base_value: 105928806, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/301907/; rank: 19, crd: 324925, firm: Endeavor Advisors, LLC, city: The Woodlands, state: TX, value: 2.16256653563576, base_value: 176920606, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/324925/; rank: 20, crd: 328603, firm: Elyxium Wealth LLC, city: Beverly Hills, state: CA, value: 2.06880510256054, base_value: 452733952, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/328603/; rank: 21, crd: 322138, firm: Buck Wealth Strategies, LLC, city: Denver, state: CO, value: 1.90600872288467, base_value: 565377646, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/322138/; rank: 22, crd: 174765, firm: Arca Wealth, LLC, city: Portsmouth, state: NH, value: 1.85562772951747, base_value: 444610636, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/174765/; rank: 23, crd: 326880, firm: Lucas Group Financial Advisors, LLC, city: Freeport, state: IL, value: 1.85528305503939, base_value: 118257513, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/326880/; rank: 24, crd: 282891, firm: Brilliant Advice, LLC, city: Cincinnati, state: OH, value: 1.78612934292004, base_value: 204413647, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/282891/; rank: 25, crd: 331295, firm: Osprey Private Wealth LLC, city: New York, state: NY, value: 1.76571631648652, base_value: 162119890, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/331295/; rank: 26, crd: 332978, firm: The Life Wealth Group, city: Winter Garden, state: FL, value: 1.76059884449373, base_value: 177712580, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/332978/; rank: 27, crd: 332302, firm: Arena Private Wealth, city: Chicago, state: IL, value: 1.75181385548067, base_value: 147069600, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/332302/; rank: 28, crd: 327455, firm: Signature Equity Partners, LLC, city: Columbus, state: OH, value: 1.74205240728898, base_value: 250942307, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/327455/; rank: 29, crd: 327269, firm: GC Wealth Management RIA, LLC, city: Cambridge, state: MA, value: 1.70877479565344, base_value: 2153349029, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/327269/; rank: 30, crd: 326117, firm: Legacy Wealth Advisors, LLC, city: North Miami Beach, state: FL, value: 1.65184642933976, base_value: 347974567, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/326117/; rank: 31, crd: 329906, firm: Fcig Wealth Management, LLC, city: Plainfield, state: CT, value: 1.63209743570066, base_value: 107321402, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/329906/; rank: 32, crd: 330796, firm: Xxi Wealth, LLC, city: Chicago, state: IL, value: 1.62214394422589, base_value: 202714835, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/330796/; rank: 33, crd: 314816, firm: Thepartners Wealth Management, city: Carmel by the Sea, state: CA, value: 1.6048471167408, base_value: 454537144, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/314816/; rank: 34, crd: 317592, firm: Peak Retirement Planning, Inc., city: Columbus, state: OH, value: 1.60247556811152, base_value: 242470000, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/317592/; rank: 35, crd: 333259, firm: Tritonpoint Partners, LLC, city: Chevy Chase, state: MD, value: 1.59614894462541, base_value: 110346271, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/333259/; rank: 36, crd: 332136, firm: Kai Wealth LLC, city: Chicago, state: IL, value: 1.54792497222222, base_value: 108000000, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/332136/; rank: 37, crd: 304163, firm: Hudson Capital Advisory, Inc., city: Buffalo, state: NY, value: 1.46348785293095, base_value: 133013980, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/304163/; rank: 38, crd: 326719, firm: Sand Creek Capital, LLC, city: Rexburg, state: ID, value: 1.44086356202512, base_value: 193032805, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/326719/; rank: 39, crd: 327434, firm: Foguth Wealth Management, LLC., city: Brighton, state: MI, value: 1.43414586615202, base_value: 439609115, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/327434/; rank: 40, crd: 166130, firm: Tencap Wealth Coaching, city: South Jordan, state: UT, value: 1.43201016670723, base_value: 117197434, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/166130/; rank: 41, crd: 331429, firm: Castle Rock Advisors LLC, city: Boston, state: MA, value: 1.41919359313055, base_value: 1594841424, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/331429/; rank: 42, crd: 324631, firm: Rossby Financial, LLC, city: Melbourne, state: FL, value: 1.38347722601244, base_value: 358627117, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/324631/; rank: 43, crd: 322879, firm: Ascentis Independent Advisors, LLC, city: Dallas, state: TX, value: 1.37948597019575, base_value: 880384165, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/322879/; rank: 44, crd: 315846, firm: Discipline Wealth Solutions, Inc., city: Greenville, state: SC, value: 1.36054118660125, base_value: 316318696, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/315846/; rank: 45, crd: 154131, firm: Integrity Investment Advisors, city: Fort Collins, state: CO, value: 1.34708267607649, base_value: 167992418, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/154131/; rank: 46, crd: 171106, firm: Apella Wealth, city: West Hartford, state: CT, value: 1.34693335769102, base_value: 4714755698, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/171106/; rank: 47, crd: 335035, firm: Martin, Javan Von, city: Ephrata, state: PA, value: 1.33514429846927, base_value: 407798574, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/335035/; rank: 48, crd: 173140, firm: Intellectus Partners, LLC, city: San Francisco, state: CA, value: 1.32885951466318, base_value: 1278913181, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/173140/; rank: 49, crd: 334370, firm: Paradigm Investment Advisory, LLC, city: Bridgewater, state: NJ, value: 1.32515310287594, base_value: 182812046, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/334370/; rank: 50, crd: 307472, firm: Retirable, city: New York, state: NY, value: 1.30378628762647, base_value: 130640709, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/307472/; rank: 51, crd: 313223, firm: Moment Private Wealth, city: St. Louis, state: MO, value: 1.27857074640448, base_value: 156748390, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/313223/; rank: 52, crd: 159918, firm: Capstone Investment Group, city: Olympia, state: WA, value: 1.24862169277631, base_value: 152420481, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/159918/; rank: 53, crd: 305515, firm: Black Knight Wealth Management, LLC, city: Frisco, state: TX, value: 1.24719480346968, base_value: 239952261, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/305515/; rank: 54, crd: 332113, firm: Sandro Wealth Management LLC, city: Fairfield, state: NJ, value: 1.23759164323801, base_value: 101714133, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/332113/; rank: 55, crd: 300122, firm: Foundry Financial LLC, city: Pasadena, state: CA, value: 1.22154712674415, base_value: 104707000, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/300122/; rank: 56, crd: 312068, firm: Elysium Wealth Management, LLC, city: South Jordan, state: UT, value: 1.21315469941209, base_value: 159175815, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/312068/; rank: 57, crd: 329666, firm: Veridan Wealth, city: West Linn, state: OR, value: 1.19013195403731, base_value: 304646230, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/329666/; rank: 58, crd: 174327, firm: Quartz Partners Investment Management, city: Saratoga Springs, state: NY, value: 1.17747287551307, base_value: 281034901, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/174327/; rank: 59, crd: 325485, firm: Bridgeport Financial Solutions, city: Phoenix, state: AZ, value: 1.15971541494765, base_value: 484508230, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/325485/; rank: 60, crd: 288817, firm: Integrity Advisory Solutions, city: Dallas, state: TX, value: 1.15407709914725, base_value: 512263824, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/288817/; rank: 61, crd: 154125, firm: Pathways Wealth Management, Inc., city: Tipp City, state: OH, value: 1.15299376350887, base_value: 133311983, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/154125/; rank: 62, crd: 332544, firm: BXM Wealth LLC, city: Englewood, state: CO, value: 1.14959508938144, base_value: 107589053, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/332544/; rank: 63, crd: 333071, firm: Churchill Financial Advisors, LLC, city: Louisville, state: KY, value: 1.14487286444593, base_value: 243773036, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/333071/; rank: 64, crd: 174346, firm: Alphacore Capital LLC, city: La Jolla, state: CA, value: 1.1381892457972, base_value: 6060926747, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/174346/; rank: 65, crd: 331377, firm: Outrunner Capital, LLC, city: Austin, state: TX, value: 1.13737681803897, base_value: 233214748, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/331377/; rank: 66, crd: 302050, firm: Farther, city: San Francisco, state: CA, value: 1.12792591596664, base_value: 7523810877, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/302050/; rank: 67, crd: 333595, firm: PW Nova Financial Services LLC, city: Newtown, state: PA, value: 1.12490568402867, base_value: 307933000, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/333595/; rank: 68, crd: 329263, firm: Torren Management, LLC, city: San Diego, state: CA, value: 1.1104272152749, base_value: 176977731, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/329263/; rank: 69, crd: 325950, firm: MDRN Capital, city: Annapolis, state: MD, value: 1.1050463939814, base_value: 160866017, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/325950/; rank: 70, crd: 330058, firm: Ponta Wealth Partners, LLC, city: Winter Park, state: FL, value: 1.09745503023749, base_value: 102154809, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/330058/; rank: 71, crd: 317406, firm: NFWM, city: Plano, state: TX, value: 1.08929459743184, base_value: 149267418, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/317406/; rank: 72, crd: 333593, firm: Apex Investment Group, city: Hudson, state: MA, value: 1.07840826233278, base_value: 101572089, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/333593/; rank: 73, crd: 289142, firm: Blacktower Financial Management (US) LLC, city: Orlando, state: FL, value: 1.07109854382527, base_value: 122828254, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/289142/; rank: 74, crd: 329186, firm: Nolet Wealth Management, LLC, city: Fort Worth, state: TX, value: 1.06975380514615, base_value: 131699869, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/329186/; rank: 75, crd: 308909, firm: Seeds, city: New York, state: NY, value: 1.06172680600458, base_value: 485628448, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/308909/; rank: 76, crd: 334260, firm: Smartharvest Portfolios, city: Seattle, state: WA, value: 1.0477901407249, base_value: 170009355, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/334260/; rank: 77, crd: 302076, firm: Abel Hall, LLC, city: Baton Rouge, state: LA, value: 1.04719060000877, base_value: 400117820, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/302076/; rank: 78, crd: 144200, firm: Lonestar Registered Investment Advisors, LLC, city: Lubbock, state: TX, value: 1.04706681550413, base_value: 164222094, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/144200/; rank: 79, crd: 334801, firm: Santa Barbara Management, city: Chicago, state: IL, value: 1.04579692606437, base_value: 259160014, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/334801/; rank: 80, crd: 307997, firm: Advisor Share Wealth Management, LLC, city: Vancouver, state: WA, value: 1.03553835373217, base_value: 185181144, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/307997/; rank: 81, crd: 327833, firm: Lifegoal Investments, LLC, city: Saratoga Springs, state: NY, value: 1.03428571428571, base_value: 175000000, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/327833/; rank: 82, crd: 289784, firm: Corient SHC Partners (US) LP, city: Philadelphia, state: PA, value: 1.01442447170791, base_value: 847859613, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/289784/; rank: 83, crd: 125147, firm: Spectrum Financial Alliance, Ltd., L.L.C., city: Nicholasville, state: KY, value: 1.00200423692486, base_value: 406100192, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/125147/; rank: 84, crd: 282089, firm: Zanetti Financial, LLC, city: Albuquerque, state: NM, value: 1.00104914201947, base_value: 404472409, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/282089/; rank: 85, crd: 318048, firm: Valtrion Capital Management, LLC, city: Franklin, state: TN, value: 1.00088776336734, base_value: 143588939, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/318048/; rank: 86, crd: 111379, firm: Northern Capital Management, Inc., city: Spokane, state: WA, value: 0.986774207245668, base_value: 462159064, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/111379/; rank: 87, crd: 323556, firm: Lri Investments, city: Palm Beach Gardens, state: FL, value: 0.98085289639625, base_value: 1404038363, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/323556/; rank: 88, crd: 147297, firm: Vistica Wealth Advisors, LLC, city: Carlsbad, state: CA, value: 0.976050607512209, base_value: 131647807, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/147297/; rank: 89, crd: 123174, firm: Helm Capital Management, city: Seattle, state: WA, value: 0.973118003305527, base_value: 203132530, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/123174/; rank: 90, crd: 281938, firm: DGS Capital Management, city: Jersey City, state: NJ, value: 0.968279650556517, base_value: 535534611, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/281938/; rank: 91, crd: 285961, firm: Facet, city: West Palm Beach, state: FL, value: 0.967303505943208, base_value: 3865037052, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/285961/; rank: 92, crd: 167824, firm: Northern Lights Advisors, Inc., city: Seattle, state: WA, value: 0.965204106793092, base_value: 131717958, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/167824/; rank: 93, crd: 115425, firm: Robertson Investment Management, city: Houston, state: TX, value: 0.956102378686455, base_value: 273053474, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/115425/; rank: 94, crd: 333113, firm: Catoctin Ridge Wealth Partner, city: Thurmont, state: MD, value: 0.945431699567315, base_value: 102310040, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/333113/; rank: 95, crd: 324943, firm: Victory Financial, city: Austin, state: TX, value: 0.945098355112128, base_value: 687641583, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/324943/; rank: 96, crd: 329748, firm: Friday Financial, city: Dubuque, state: IA, value: 0.944501034988196, base_value: 210503367, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/329748/; rank: 97, crd: 325138, firm: Peltoma Capital Partners, city: Austin, state: TX, value: 0.941256248744916, base_value: 108802449, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/325138/; rank: 98, crd: 290289, firm: Root Financial Partners, city: Austin, state: TX, value: 0.941197458787312, base_value: 1106417268, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/290289/; rank: 99, crd: 333157, firm: Inflection Capital Management, LLC, city: San Francisco, state: CA, value: 0.940035905537633, base_value: 188452825, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/333157/; rank: 100, crd: 327053, firm: E-Wealth Partners, city: Minnetonka, state: MN, value: 0.938064355903867, base_value: 112857307, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/327053/

## 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/

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