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For asset managers
AdvisorIQ

Ranking, United States

Independent RIAs with the most accounts

As of October 2, 2026, Acorns ranked #1 nationally in AdvisorIQ's ranking of independent RIAs with the most accounts, with 5,152,940.

Include wirehouses and broker-dealer firms

Firms ranked by the number of accounts in their RAUM (Form ADV Item 5.F(2)(f)), discretionary and non-discretionary, in the data of October 2, 2026. SEC-registered and state-registered firms are both ranked. 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). 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 Most accounts
1 Acorns Irvine, CA 5,152,940
2 Edelman Financial Engines Santa Clara, CA 1,517,156
3 Betterment New York, NY 1,344,483
4 First Class Capital Liberty, MO 1,000,000
5 Human Interest Advisors LLC San Francisco, CA 762,032
6 Wealthfront Advisers LLC Palo Alto, CA 687,493
7 Fisher Investments Plano, TX 422,516
8 Creative Planning Overland Park, KS 320,323
9 Empower Advisory Group, LLC Greenwood Village, CO 297,074
10 AE Wealth Management, LLC Topeka, KS 282,995
11 Wealth Enhancement Advisory Services, LLC Plymouth, MN 221,892
12 Focus Partners Wealth, LLC St. Louis, MO 220,585
13 Hightower Advisors, LLC Chicago, IL 220,222
14 Mariner Overland Park, KS 186,791
15 Healthequity Advisors Draper, UT 178,476
16 CWM, LLC Omaha, NE 154,206
17 Mercer Global Advisors Inc. Denver, CO 116,310
18 Alinea Advisory Services LLC New York, NY 115,693
19 Corient Miami, FL 113,752
20 Sigfig Wealth Management LLC San Francisco, CA 106,361
21 Autopilot New York, NY 103,270
22 Focus Advisor Solutions, LLC St. Louis, MO 91,359
23 Brookstone Capital Management LLC Wheaton, IL 81,900
24 Savant Wealth Management Rockford, IL 81,840
25 Allworth Financial, L.P. Folsom, CA 75,126
26 Bloom Investment Advisors, LLC San Francisco, CA 71,486
27 Integrated Wealth Concepts LLC Waltham, MA 65,563
28 Foundations Investment Advisors LLC Phoenix, AZ 63,604
29 Titan New York, NY 50,651
30 Mai Capital Management, LLC Cleveland, OH 48,547
31 Moneta Group Investment Advisors, LLC St. Louis, MO 48,410
32 United Capital Financial Advisors Irving, TX 45,106
33 Independent Advisor Alliance, LLC Charlotte, NC 45,002
34 Farther San Francisco, CA 44,421
35 Facet West Palm Beach, FL 43,934
36 Lido Los Angeles, CA 42,220
37 Concurrent Investment Advisors, LLC Tampa, FL 41,105
38 Sagespring Wealth Partners Franklin, TN 41,069
39 Summit Financial, LLC Parsippany, NJ 40,628
40 Sequoia Financial Group, L.L.C. Akron, OH 39,636
41 Arax Advisory Partners New York, NY 39,138
42 Great Valley Advisor Group, LLC Berwyn, PA 37,014
43 Waverly Advisors, LLC Birmingham, AL 35,709
44 Creativeone Wealth, LLC Overland Park, KS 35,425
45 Finhabits Advisors, LLC New York, NY 33,945
46 Insights Investments Palo Alto, CA 33,896
47 Cresset Asset Management, LLC Chicago, IL 32,894
48 WEALTH2B Outside the US 32,225
49 Kingsview Wealth Management, LLC Grants Pass, OR 31,932
50 Modern Wealth Management, LLC Kansas City, MO 30,617
51 Beacon Pointe Advisors, LLC Newport Beach, CA 29,892
52 RFG Advisory, LLC Vestavia Hills, AL 29,833
53 Advisory Services Network Atlanta, GA 29,663
54 Onepoint BFG Wealth Partners Parsippany, NJ 28,204
55 Focus Financial Minneapolis, MN 27,510
56 Pathstone Englewood, NJ 27,165
57 Oneseven Beachwood, OH 26,700
58 Cerity Partners LLC New York, NY 26,230
59 HB Wealth Atlanta, GA 26,148
60 Axxcess Wealth Management, LLC Carlsbad, CA 26,039
61 Choreo, LLC Rockford, IL 24,999
62 Apollon Wealth Management, LLC Mount Pleasant, SC 24,984
63 Sound Income Strategies, LLC Fort Lauderdale, FL 24,756
64 Advisory Alpha, LLC Holland, MI 24,401
65 Mutual Advisors, LLC Omaha, NE 24,295
66 Apella Wealth West Hartford, CT 24,058
67 Northrock Partners, LLC Minneapolis, MN 24,014
68 CW Advisors, LLC Boston, MA 23,756
69 Valeo Financial Advisors, LLC Carmel, IN 22,812
70 Vestgen Advisors, LLC Chicago, IL 22,790
71 Annex Wealth Management, LLC Brookfield, WI 22,003
72 Good Life Advisors, LLC Celebration, FL 21,842
73 The Wealth Consulting Group Las Vegas, NV 21,593
74 Modera Wealth Management, LLC Westwood, NJ 21,420
75 HBKS Wealth Advisors Erie, PA 21,190
76 EP Wealth Advisors Torrance, CA 20,738
77 Cornerstone Wealth Management, LLC Des Peres, MO 20,602
78 Gerber Kawasaki Wealth & Investment Management Santa Monica, CA 20,094
79 Forum Financial Management, LP Lombard, IL 19,838
80 Rwa Wealth Partners Boston, MA 19,649
81 New Edge Wealth Stamford, CT 19,593
82 Elevation Point Wealth Partners, LLC Denver, CO 19,386
83 Western Wealth Management LLC Golden, CO 19,273
84 Gravitalix Financial Coral Springs, FL 19,218
85 Plante Moran Financial Advisors Southfield, MI 19,176
86 Belpointe Asset Management LLC Reno, NV 18,990
87 Trilogy Capital, Inc. Irvine, CA 18,988
88 Mission Wealth Management, LP Santa Barbara, CA 18,908
89 NWF Advisory Services Inc Los Angeles, CA 18,868
90 Trajan Wealth, L.L.C. Scottsdale, AZ 18,370
91 CG Advisory Services Williamston, MI 18,187
92 Johnson Investment Counsel, Inc. Cincinnati, OH 18,154
93 Advisors Capital Management, LLC Ridgewood, NJ 18,140
94 Azzad Asset Management, Inc. Falls Church, VA 18,098
95 Perigon Wealth Management, LLC San Francisco, CA 17,713
96 Bip Wealth, LLC Atlanta, GA 17,391
97 Capital Investment Advisors, LLC Atlanta, GA 17,148
98 Curi Capital, LLC Chicago, IL 16,939
99 The Pacific Financial Group, Inc. Nashville, TN 16,832
100 Sowell Management North Little Rock, AR 16,763

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

More rankings

Most accounts 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.