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For asset managers
AdvisorIQ

Ranking, United States

Largest independent RIAs by assets under management

As of October 2, 2026, Fisher Investments ranked #1 nationally in AdvisorIQ's ranking of largest independent RIAs by assets under management, with $386.7 billion.

Include wirehouses and broker-dealer firms

SEC-registered and state-registered firms that report RAUM, ranked by RAUM. 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). RAUM is regulatory assets under management (Form ADV Item 5.F(2)(c)) as reported in each firm's latest Form ADV filing in the data of October 2, 2026, usually as of the firm's last fiscal year end. Firms reporting no RAUM are not ranked. 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 RAUM
1 Fisher Investments Plano, TX $386.7 billion
2 Edelman Financial Engines Santa Clara, CA $326.3 billion
3 Creative Planning Overland Park, KS $295.6 billion
4 Hightower Advisors, LLC Chicago, IL $198.6 billion
5 Empower Advisory Group, LLC Greenwood Village, CO $195.4 billion
6 Focus Partners Wealth, LLC St. Louis, MO $181.9 billion
7 Corient Miami, FL $165.3 billion
8 Cerity Partners LLC New York, NY $161.7 billion
9 Mariner Overland Park, KS $125.4 billion
10 Wealth Enhancement Advisory Services, LLC Plymouth, MN $122.2 billion
11 Pathstone Englewood, NJ $110.3 billion
12 Mercer Global Advisors Inc. Denver, CO $84.4 billion
13 Cresset Asset Management, LLC Chicago, IL $78.9 billion
14 Betterment New York, NY $69.5 billion
15 Ieq Capital, LLC Foster City, CA $56.8 billion
16 Savant Wealth Management Rockford, IL $55.6 billion
17 Beacon Pointe Advisors, LLC Newport Beach, CA $54.9 billion
18 Mai Capital Management, LLC Cleveland, OH $52.1 billion
19 CWM, LLC Omaha, NE $50.6 billion
20 Moneta Group Investment Advisors, LLC St. Louis, MO $50.5 billion
21 AE Wealth Management, LLC Topeka, KS $49.8 billion
22 SCS Capital Management LLC Boston, MA $48.7 billion
23 Wealthfront Advisers LLC Palo Alto, CA $47.7 billion
24 EP Wealth Advisors Torrance, CA $45.1 billion
25 Lido Los Angeles, CA $42.5 billion
26 Focus Advisor Solutions, LLC St. Louis, MO $41.5 billion
27 First Manhattan Co. LLC New York, NY $38.1 billion
28 BBR Partners, LLC New York, NY $36.5 billion
29 Wealthspire Advisors New York, NY $34.3 billion
30 Clearstead; Clearstead Advisory Solutions Cleveland, OH $33.9 billion
31 Allworth Financial, L.P. Folsom, CA $33.6 billion
32 Sequoia Financial Group, L.L.C. Akron, OH $32.2 billion
33 Tiedemann Advisors, LLC New York, NY $31.0 billion
34 HB Wealth Atlanta, GA $30.2 billion
35 Waverly Advisors, LLC Birmingham, AL $29.9 billion
36 Silvercrest Asset Management Group LLC New York, NY $28.3 billion
37 Plante Moran Financial Advisors Southfield, MI $26.9 billion
38 Arax Advisory Partners New York, NY $26.5 billion
39 Summit Financial, LLC Parsippany, NJ $26.3 billion
40 United Capital Financial Advisors Irving, TX $24.6 billion
41 Integrated Wealth Concepts LLC Waltham, MA $23.6 billion
42 Oxford Financial Group, Ltd Carmel, IN $23.3 billion
43 Jordan Park Group LLC San Francisco, CA $23.3 billion
44 Johnson Investment Counsel, Inc. Cincinnati, OH $23.0 billion
45 Seia Los Angeles, CA $22.5 billion
46 Baker Street Advisors, LLC San Francisco, CA $20.8 billion
47 Offit Capital New York, NY $20.6 billion
48 Summit Trail Advisors, LLC New York, NY $19.9 billion
49 New Edge Wealth Stamford, CT $19.9 billion
50 Rwa Wealth Partners Boston, MA $19.8 billion
51 Choreo, LLC Rockford, IL $19.1 billion
52 Brighton Jones LLC Seattle, WA $18.9 billion
53 Comprehensive Financial Management LLC Los Gatos, CA $18.5 billion
54 Aspiriant, LLC Los Angeles, CA $18.0 billion
55 We Family Offices Coral Gables, FL $17.8 billion
56 Modera Wealth Management, LLC Westwood, NJ $17.7 billion
57 Independent Advisor Alliance, LLC Charlotte, NC $17.2 billion
58 Mission Wealth Management, LP Santa Barbara, CA $17.0 billion
59 Farther San Francisco, CA $16.0 billion
60 Mycio Wealth Partners, LLC Philadelphia, PA $15.8 billion
61 Concurrent Investment Advisors, LLC Tampa, FL $15.7 billion
62 Ballentine Partners Waltham, MA $15.3 billion
63 CW Advisors, LLC Boston, MA $15.2 billion
64 Onepoint BFG Wealth Partners Parsippany, NJ $15.1 billion
65 CV Advisors LLC Aventura, FL $15.1 billion
66 Freestone Capital Management, LLC Seattle, WA $14.5 billion
67 Aptus Capital Advisors, LLC Fairhope, AL $14.1 billion
68 Circle Wealth Management, LLC Summit, NJ $14.1 billion
69 Coldstream Wealth Management Bellevue, WA $13.9 billion
70 Concentric Walnut Creek, CA $13.9 billion
71 Sapient Capital LLC Indianapolis, IN $13.8 billion
72 The Mather Group, LLC Chicago, IL $13.4 billion
73 Acorns Irvine, CA $13.4 billion
74 Sarofim Trust Co Houston, TX $13.0 billion
75 Alphacore Capital LLC La Jolla, CA $13.0 billion
76 Valeo Financial Advisors, LLC Carmel, IN $13.0 billion
77 Loring, Wolcott & Coolidge Fiduciary Advisors, LLP Boston, MA $12.8 billion
78 Brookstone Capital Management LLC Wheaton, IL $12.8 billion
79 The Caprock Group, LLC Boise, ID $12.5 billion
80 Williams Jones Wealth Management, LLC New York, NY $12.5 billion
81 Advisors Capital Management, LLC Ridgewood, NJ $12.2 billion
82 Northrock Partners, LLC Minneapolis, MN $12.2 billion
83 LNW Seattle, WA $12.2 billion
84 Soltis Investment Advisors, LLC St. George, UT $12.0 billion
85 Forvis Mazars Wealth Advisors, LLC Springfield, MO $12.0 billion
86 Hub Investment Partners, LLC Austin, TX $11.9 billion
87 Curi Capital, LLC Chicago, IL $11.6 billion
88 Apollon Wealth Management, LLC Mount Pleasant, SC $11.6 billion
89 Everett Harris & Co Los Angeles, CA $11.5 billion
90 Perigon Wealth Management, LLC San Francisco, CA $11.3 billion
91 Apella Wealth West Hartford, CT $11.1 billion
92 Pure Financial Advisors, LLC San Diego, CA $11.1 billion
93 Modern Wealth Management, LLC Kansas City, MO $10.9 billion
94 Ferguson Wellman Capital Management, Inc. Portland, OR $10.7 billion
95 Plancorp, LLC St. Louis, MO $10.6 billion
96 Great Valley Advisor Group, LLC Berwyn, PA $10.6 billion
97 Advisory Services Network Atlanta, GA $10.6 billion
98 Parallel Advisors, LLC San Francisco, CA $10.3 billion
99 Bartlett & Co. Wealth Management LLC Cincinnati, OH $10.3 billion
100 Cary Street Partners Richmond, VA $10.3 billion

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

More rankings

Largest 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.