# 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.

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

## Facts

- ranking: Largest independent RIAs by assets under management
- how_it_is_computed: 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.
- unit: usd
- scope: United States
- firms_listed: 100
- rows: rank: 1, crd: 107342, firm: Fisher Investments, city: Plano, state: TX, value: 386669724038, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/107342/; rank: 2, crd: 104510, firm: Edelman Financial Engines, city: Santa Clara, state: CA, value: 326285243393, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/104510/; rank: 3, crd: 105348, firm: Creative Planning, city: Overland Park, state: KS, value: 295568603071, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/105348/; rank: 4, crd: 145323, firm: Hightower Advisors, LLC, city: Chicago, state: IL, value: 198577009283, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/145323/; rank: 5, crd: 112058, firm: Empower Advisory Group, LLC, city: Greenwood Village, state: CO, value: 195426321479, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/112058/; rank: 6, crd: 159289, firm: Focus Partners Wealth, LLC, city: St. Louis, state: MO, value: 181862000000, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/159289/; rank: 7, crd: 319448, firm: Corient, city: Miami, state: FL, value: 165252436553, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/319448/; rank: 8, crd: 151559, firm: Cerity Partners LLC, city: New York, state: NY, value: 161675524141, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/151559/; rank: 9, crd: 140195, firm: Mariner, city: Overland Park, state: KS, value: 125408489288, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/140195/; rank: 10, crd: 116407, firm: Wealth Enhancement Advisory Services, LLC, city: Plymouth, state: MN, value: 122186725110, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/116407/; rank: 11, crd: 151736, firm: Pathstone, city: Englewood, state: NJ, value: 110295873738, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/151736/; rank: 12, crd: 147363, firm: Mercer Global Advisors Inc., city: Denver, state: CO, value: 84396892590, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/147363/; rank: 13, crd: 288566, firm: Cresset Asset Management, LLC, city: Chicago, state: IL, value: 78936263960, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/288566/; rank: 14, crd: 149117, firm: Betterment, city: New York, state: NY, value: 69524492986, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/149117/; rank: 15, crd: 301819, firm: Ieq Capital, LLC, city: Foster City, state: CA, value: 56765635111, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/301819/; rank: 16, crd: 107271, firm: Savant Wealth Management, city: Rockford, state: IL, value: 55607787559, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/107271/; rank: 17, crd: 119290, firm: Beacon Pointe Advisors, LLC, city: Newport Beach, state: CA, value: 54872534714, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/119290/; rank: 18, crd: 109807, firm: Mai Capital Management, LLC, city: Cleveland, state: OH, value: 52101252111, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/109807/; rank: 19, crd: 155344, firm: CWM, LLC, city: Omaha, state: NE, value: 50579657663, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/155344/; rank: 20, crd: 104727, firm: Moneta Group Investment Advisors, LLC, city: St. Louis, state: MO, value: 50536192552, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/104727/; rank: 21, crd: 282580, firm: AE Wealth Management, LLC, city: Topeka, state: KS, value: 49837385888, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/282580/; rank: 22, crd: 122258, firm: SCS Capital Management LLC, city: Boston, state: MA, value: 48650197284, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/122258/; rank: 23, crd: 148456, firm: Wealthfront Advisers LLC, city: Palo Alto, state: CA, value: 47727850795, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/148456/; rank: 24, crd: 111147, firm: EP Wealth Advisors, city: Torrance, state: CA, value: 45145000000, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/111147/; rank: 25, crd: 269866, firm: Lido, city: Los Angeles, state: CA, value: 42504972428, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/269866/; rank: 26, crd: 143319, firm: Focus Advisor Solutions, LLC, city: St. Louis, state: MO, value: 41483880621, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/143319/; rank: 27, crd: 325281, firm: First Manhattan Co. LLC, city: New York, state: NY, value: 38086101541, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/325281/; rank: 28, crd: 109688, firm: BBR Partners, LLC, city: New York, state: NY, value: 36493200000, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/109688/; rank: 29, crd: 106181, firm: Wealthspire Advisors, city: New York, state: NY, value: 34322977688, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/106181/; rank: 30, crd: 105674, firm: Clearstead; Clearstead Advisory Solutions, city: Cleveland, state: OH, value: 33880026978, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/105674/; rank: 31, crd: 111167, firm: Allworth Financial, L.P., city: Folsom, state: CA, value: 33554007293, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/111167/; rank: 32, crd: 117756, firm: Sequoia Financial Group, L.L.C., city: Akron, state: OH, value: 32243580060, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/117756/; rank: 33, crd: 147189, firm: Tiedemann Advisors, LLC, city: New York, state: NY, value: 31012927397, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/147189/; rank: 34, crd: 316731, firm: HB Wealth, city: Atlanta, state: GA, value: 30158401942, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/316731/; rank: 35, crd: 115332, firm: Waverly Advisors, LLC, city: Birmingham, state: AL, value: 29872072116, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/115332/; rank: 36, crd: 118333, firm: Silvercrest Asset Management Group LLC, city: New York, state: NY, value: 28327993799, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/118333/; rank: 37, crd: 112158, firm: Plante Moran Financial Advisors, city: Southfield, state: MI, value: 26927161703, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/112158/; rank: 38, crd: 133535, firm: Arax Advisory Partners, city: New York, state: NY, value: 26524973206, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/133535/; rank: 39, crd: 299322, firm: Summit Financial, LLC, city: Parsippany, state: NJ, value: 26348347965, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/299322/; rank: 40, crd: 134600, firm: United Capital Financial Advisors, city: Irving, state: TX, value: 24646765344, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/134600/; rank: 41, crd: 284656, firm: Integrated Wealth Concepts LLC, city: Waltham, state: MA, value: 23576950000, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/284656/; rank: 42, crd: 105303, firm: Oxford Financial Group, Ltd, city: Carmel, state: IN, value: 23330849733, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/105303/; rank: 43, crd: 287755, firm: Jordan Park Group LLC, city: San Francisco, state: CA, value: 23263581886, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/287755/; rank: 44, crd: 117054, firm: Johnson Investment Counsel, Inc., city: Cincinnati, state: OH, value: 22984966859, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/117054/; rank: 45, crd: 108163, firm: Seia, city: Los Angeles, state: CA, value: 22537603576, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/108163/; rank: 46, crd: 128066, firm: Baker Street Advisors, LLC, city: San Francisco, state: CA, value: 20770000000, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/128066/; rank: 47, crd: 144474, firm: Offit Capital, city: New York, state: NY, value: 20603877707, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/144474/; rank: 48, crd: 220519, firm: Summit Trail Advisors, LLC, city: New York, state: NY, value: 19941615810, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/220519/; rank: 49, crd: 307771, firm: New Edge Wealth, city: Stamford, state: CT, value: 19926358801, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/307771/; rank: 50, crd: 156984, firm: Rwa Wealth Partners, city: Boston, state: MA, value: 19795286684, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/156984/; rank: 51, crd: 111221, firm: Choreo, LLC, city: Rockford, state: IL, value: 19138746524, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/111221/; rank: 52, crd: 108601, firm: Brighton Jones LLC, city: Seattle, state: WA, value: 18879719548, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/108601/; rank: 53, crd: 159641, firm: Comprehensive Financial Management LLC, city: Los Gatos, state: CA, value: 18518437773, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/159641/; rank: 54, crd: 146720, firm: Aspiriant, LLC, city: Los Angeles, state: CA, value: 18049297000, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/146720/; rank: 55, crd: 109869, firm: We Family Offices, city: Coral Gables, state: FL, value: 17752394957, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/109869/; rank: 56, crd: 155649, firm: Modera Wealth Management, LLC, city: Westwood, state: NJ, value: 17678214162, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/155649/; rank: 57, crd: 168267, firm: Independent Advisor Alliance, LLC, city: Charlotte, state: NC, value: 17233280665, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/168267/; rank: 58, crd: 113057, firm: Mission Wealth Management, LP, city: Santa Barbara, state: CA, value: 17001545425, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/113057/; rank: 59, crd: 302050, firm: Farther, city: San Francisco, state: CA, value: 16010112152, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/302050/; rank: 60, crd: 134436, firm: Mycio Wealth Partners, LLC, city: Philadelphia, state: PA, value: 15780802533, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/134436/; rank: 61, crd: 323135, firm: Concurrent Investment Advisors, LLC, city: Tampa, state: FL, value: 15727990844, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/323135/; rank: 62, crd: 152802, firm: Ballentine Partners, city: Waltham, state: MA, value: 15316738538, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/152802/; rank: 63, crd: 310873, firm: CW Advisors, LLC, city: Boston, state: MA, value: 15224527279, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/310873/; rank: 64, crd: 318366, firm: Onepoint BFG Wealth Partners, city: Parsippany, state: NJ, value: 15127499616, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/318366/; rank: 65, crd: 164817, firm: CV Advisors LLC, city: Aventura, state: FL, value: 15083670822, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/164817/; rank: 66, crd: 145711, firm: Freestone Capital Management, LLC, city: Seattle, state: WA, value: 14540825662, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/145711/; rank: 67, crd: 167626, firm: Aptus Capital Advisors, LLC, city: Fairhope, state: AL, value: 14141557319, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/167626/; rank: 68, crd: 142878, firm: Circle Wealth Management, LLC, city: Summit, state: NJ, value: 14066392093, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/142878/; rank: 69, crd: 108805, firm: Coldstream Wealth Management, city: Bellevue, state: WA, value: 13925235705, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/108805/; rank: 70, crd: 321633, firm: Concentric, city: Walnut Creek, state: CA, value: 13910765668, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/321633/; rank: 71, crd: 324899, firm: Sapient Capital LLC, city: Indianapolis, state: IN, value: 13756996022, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/324899/; rank: 72, crd: 156005, firm: The Mather Group, LLC, city: Chicago, state: IL, value: 13446388872, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/156005/; rank: 73, crd: 165926, firm: Acorns, city: Irvine, state: CA, value: 13386348075, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/165926/; rank: 74, crd: 106590, firm: Sarofim Trust Co, city: Houston, state: TX, value: 12959991253, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/106590/; rank: 75, crd: 174346, firm: Alphacore Capital LLC, city: La Jolla, state: CA, value: 12959408390, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/174346/; rank: 76, crd: 127132, firm: Valeo Financial Advisors, LLC, city: Carmel, state: IN, value: 12958676684, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/127132/; rank: 77, crd: 107153, firm: Loring, Wolcott & Coolidge Fiduciary Advisors, LLP, city: Boston, state: MA, value: 12835550894, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/107153/; rank: 78, crd: 141413, firm: Brookstone Capital Management LLC, city: Wheaton, state: IL, value: 12750129748, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/141413/; rank: 79, crd: 124272, firm: The Caprock Group, LLC, city: Boise, state: ID, value: 12479071631, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/124272/; rank: 80, crd: 301925, firm: Williams Jones Wealth Management, LLC, city: New York, state: NY, value: 12474548126, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/301925/; rank: 81, crd: 112266, firm: Advisors Capital Management, LLC, city: Ridgewood, state: NJ, value: 12201257410, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/112266/; rank: 82, crd: 167908, firm: Northrock Partners, LLC, city: Minneapolis, state: MN, value: 12185185517, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/167908/; rank: 83, crd: 107341, firm: LNW, city: Seattle, state: WA, value: 12183776067, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/107341/; rank: 84, crd: 154690, firm: Soltis Investment Advisors, LLC, city: St. George, state: UT, value: 12036590400, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/154690/; rank: 85, crd: 110905, firm: Forvis Mazars Wealth Advisors, LLC, city: Springfield, state: MO, value: 12005962400, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/110905/; rank: 86, crd: 307956, firm: Hub Investment Partners, LLC, city: Austin, state: TX, value: 11878526853, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/307956/; rank: 87, crd: 134249, firm: Curi Capital, LLC, city: Chicago, state: IL, value: 11582602449, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/134249/; rank: 88, crd: 291902, firm: Apollon Wealth Management, LLC, city: Mount Pleasant, state: SC, value: 11563665739, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/291902/; rank: 89, crd: 106830, firm: Everett Harris & Co, city: Los Angeles, state: CA, value: 11531376651, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/106830/; rank: 90, crd: 131037, firm: Perigon Wealth Management, LLC, city: San Francisco, state: CA, value: 11294013832, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/131037/; rank: 91, crd: 171106, firm: Apella Wealth, city: West Hartford, state: CT, value: 11065217421, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/171106/; rank: 92, crd: 144316, firm: Pure Financial Advisors, LLC, city: San Diego, state: CA, value: 11054059366, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/144316/; rank: 93, crd: 324624, firm: Modern Wealth Management, LLC, city: Kansas City, state: MO, value: 10904051242, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/324624/; rank: 94, crd: 104692, firm: Ferguson Wellman Capital Management, Inc., city: Portland, state: OR, value: 10664664229, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/104692/; rank: 95, crd: 106599, firm: Plancorp, LLC, city: St. Louis, state: MO, value: 10634525882, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/106599/; rank: 96, crd: 123913, firm: Great Valley Advisor Group, LLC, city: Berwyn, state: PA, value: 10599707027, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/123913/; rank: 97, crd: 146051, firm: Advisory Services Network, city: Atlanta, state: GA, value: 10595714037, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/146051/; rank: 98, crd: 140800, firm: Parallel Advisors, LLC, city: San Francisco, state: CA, value: 10307545581, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/140800/; rank: 99, crd: 292246, firm: Bartlett & Co. Wealth Management LLC, city: Cincinnati, state: OH, value: 10253059151, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/292246/; rank: 100, crd: 128545, firm: Cary Street Partners, city: Richmond, state: VA, value: 10252264301, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/128545/

## 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/largest/

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