# 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.

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

## Facts

- ranking: Independent RIAs with the most accounts
- how_it_is_computed: 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.
- unit: count
- scope: United States
- firms_listed: 100
- rows: rank: 1, crd: 165926, firm: Acorns, city: Irvine, state: CA, value: 5152940, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/165926/; rank: 2, crd: 104510, firm: Edelman Financial Engines, city: Santa Clara, state: CA, value: 1517156, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/104510/; rank: 3, crd: 149117, firm: Betterment, city: New York, state: NY, value: 1344483, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/149117/; rank: 4, crd: 329109, firm: First Class Capital, city: Liberty, state: MO, value: 1000000, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/329109/; rank: 5, crd: 269875, firm: Human Interest Advisors LLC, city: San Francisco, state: CA, value: 762032, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/269875/; rank: 6, crd: 148456, firm: Wealthfront Advisers LLC, city: Palo Alto, state: CA, value: 687493, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/148456/; rank: 7, crd: 107342, firm: Fisher Investments, city: Plano, state: TX, value: 422516, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/107342/; rank: 8, crd: 105348, firm: Creative Planning, city: Overland Park, state: KS, value: 320323, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/105348/; rank: 9, crd: 112058, firm: Empower Advisory Group, LLC, city: Greenwood Village, state: CO, value: 297074, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/112058/; rank: 10, crd: 282580, firm: AE Wealth Management, LLC, city: Topeka, state: KS, value: 282995, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/282580/; rank: 11, crd: 116407, firm: Wealth Enhancement Advisory Services, LLC, city: Plymouth, state: MN, value: 221892, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/116407/; rank: 12, crd: 159289, firm: Focus Partners Wealth, LLC, city: St. Louis, state: MO, value: 220585, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/159289/; rank: 13, crd: 145323, firm: Hightower Advisors, LLC, city: Chicago, state: IL, value: 220222, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/145323/; rank: 14, crd: 140195, firm: Mariner, city: Overland Park, state: KS, value: 186791, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/140195/; rank: 15, crd: 167105, firm: Healthequity Advisors, city: Draper, state: UT, value: 178476, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/167105/; rank: 16, crd: 155344, firm: CWM, LLC, city: Omaha, state: NE, value: 154206, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/155344/; rank: 17, crd: 147363, firm: Mercer Global Advisors Inc., city: Denver, state: CO, value: 116310, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/147363/; rank: 18, crd: 311782, firm: Alinea Advisory Services LLC, city: New York, state: NY, value: 115693, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/311782/; rank: 19, crd: 319448, firm: Corient, city: Miami, state: FL, value: 113752, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/319448/; rank: 20, crd: 158823, firm: Sigfig Wealth Management LLC, city: San Francisco, state: CA, value: 106361, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/158823/; rank: 21, crd: 331749, firm: Autopilot, city: New York, state: NY, value: 103270, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/331749/; rank: 22, crd: 143319, firm: Focus Advisor Solutions, LLC, city: St. Louis, state: MO, value: 91359, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/143319/; rank: 23, crd: 141413, firm: Brookstone Capital Management LLC, city: Wheaton, state: IL, value: 81900, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/141413/; rank: 24, crd: 107271, firm: Savant Wealth Management, city: Rockford, state: IL, value: 81840, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/107271/; rank: 25, crd: 111167, firm: Allworth Financial, L.P., city: Folsom, state: CA, value: 75126, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/111167/; rank: 26, crd: 317405, firm: Bloom Investment Advisors, LLC, city: San Francisco, state: CA, value: 71486, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/317405/; rank: 27, crd: 284656, firm: Integrated Wealth Concepts LLC, city: Waltham, state: MA, value: 65563, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/284656/; rank: 28, crd: 175083, firm: Foundations Investment Advisors LLC, city: Phoenix, state: AZ, value: 63604, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/175083/; rank: 29, crd: 290111, firm: Titan, city: New York, state: NY, value: 50651, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/290111/; rank: 30, crd: 109807, firm: Mai Capital Management, LLC, city: Cleveland, state: OH, value: 48547, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/109807/; rank: 31, crd: 104727, firm: Moneta Group Investment Advisors, LLC, city: St. Louis, state: MO, value: 48410, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/104727/; rank: 32, crd: 134600, firm: United Capital Financial Advisors, city: Irving, state: TX, value: 45106, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/134600/; rank: 33, crd: 168267, firm: Independent Advisor Alliance, LLC, city: Charlotte, state: NC, value: 45002, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/168267/; rank: 34, crd: 302050, firm: Farther, city: San Francisco, state: CA, value: 44421, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/302050/; rank: 35, crd: 285961, firm: Facet, city: West Palm Beach, state: FL, value: 43934, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/285961/; rank: 36, crd: 269866, firm: Lido, city: Los Angeles, state: CA, value: 42220, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/269866/; rank: 37, crd: 323135, firm: Concurrent Investment Advisors, LLC, city: Tampa, state: FL, value: 41105, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/323135/; rank: 38, crd: 283515, firm: Sagespring Wealth Partners, city: Franklin, state: TN, value: 41069, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/283515/; rank: 39, crd: 299322, firm: Summit Financial, LLC, city: Parsippany, state: NJ, value: 40628, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/299322/; rank: 40, crd: 117756, firm: Sequoia Financial Group, L.L.C., city: Akron, state: OH, value: 39636, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/117756/; rank: 41, crd: 133535, firm: Arax Advisory Partners, city: New York, state: NY, value: 39138, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/133535/; rank: 42, crd: 123913, firm: Great Valley Advisor Group, LLC, city: Berwyn, state: PA, value: 37014, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/123913/; rank: 43, crd: 115332, firm: Waverly Advisors, LLC, city: Birmingham, state: AL, value: 35709, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/115332/; rank: 44, crd: 281213, firm: Creativeone Wealth, LLC, city: Overland Park, state: KS, value: 35425, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/281213/; rank: 45, crd: 210522, firm: Finhabits Advisors, LLC, city: New York, state: NY, value: 33945, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/210522/; rank: 46, crd: 309727, firm: Insights Investments, city: Palo Alto, state: CA, value: 33896, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/309727/; rank: 47, crd: 288566, firm: Cresset Asset Management, LLC, city: Chicago, state: IL, value: 32894, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/288566/; rank: 48, crd: 331220, firm: WEALTH2B, city: not stated, state: not stated, value: 32225, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/331220/; rank: 49, crd: 148107, firm: Kingsview Wealth Management, LLC, city: Grants Pass, state: OR, value: 31932, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/148107/; rank: 50, crd: 324624, firm: Modern Wealth Management, LLC, city: Kansas City, state: MO, value: 30617, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/324624/; rank: 51, crd: 119290, firm: Beacon Pointe Advisors, LLC, city: Newport Beach, state: CA, value: 29892, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/119290/; rank: 52, crd: 158401, firm: RFG Advisory, LLC, city: Vestavia Hills, state: AL, value: 29833, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/158401/; rank: 53, crd: 146051, firm: Advisory Services Network, city: Atlanta, state: GA, value: 29663, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/146051/; rank: 54, crd: 318366, firm: Onepoint BFG Wealth Partners, city: Parsippany, state: NJ, value: 28204, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/318366/; rank: 55, crd: 116140, firm: Focus Financial, city: Minneapolis, state: MN, value: 27510, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/116140/; rank: 56, crd: 151736, firm: Pathstone, city: Englewood, state: NJ, value: 27165, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/151736/; rank: 57, crd: 283087, firm: Oneseven, city: Beachwood, state: OH, value: 26700, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/283087/; rank: 58, crd: 151559, firm: Cerity Partners LLC, city: New York, state: NY, value: 26230, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/151559/; rank: 59, crd: 316731, firm: HB Wealth, city: Atlanta, state: GA, value: 26148, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/316731/; rank: 60, crd: 164081, firm: Axxcess Wealth Management, LLC, city: Carlsbad, state: CA, value: 26039, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/164081/; rank: 61, crd: 111221, firm: Choreo, LLC, city: Rockford, state: IL, value: 24999, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/111221/; rank: 62, crd: 291902, firm: Apollon Wealth Management, LLC, city: Mount Pleasant, state: SC, value: 24984, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/291902/; rank: 63, crd: 173272, firm: Sound Income Strategies, LLC, city: Fort Lauderdale, state: FL, value: 24756, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/173272/; rank: 64, crd: 158282, firm: Advisory Alpha, LLC, city: Holland, state: MI, value: 24401, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/158282/; rank: 65, crd: 167658, firm: Mutual Advisors, LLC, city: Omaha, state: NE, value: 24295, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/167658/; rank: 66, crd: 171106, firm: Apella Wealth, city: West Hartford, state: CT, value: 24058, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/171106/; rank: 67, crd: 167908, firm: Northrock Partners, LLC, city: Minneapolis, state: MN, value: 24014, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/167908/; rank: 68, crd: 310873, firm: CW Advisors, LLC, city: Boston, state: MA, value: 23756, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/310873/; rank: 69, crd: 127132, firm: Valeo Financial Advisors, LLC, city: Carmel, state: IN, value: 22812, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/127132/; rank: 70, crd: 318657, firm: Vestgen Advisors, LLC, city: Chicago, state: IL, value: 22790, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/318657/; rank: 71, crd: 127987, firm: Annex Wealth Management, LLC, city: Brookfield, state: WI, value: 22003, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/127987/; rank: 72, crd: 171898, firm: Good Life Advisors, LLC, city: Celebration, state: FL, value: 21842, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/171898/; rank: 73, crd: 173194, firm: The Wealth Consulting Group, city: Las Vegas, state: NV, value: 21593, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/173194/; rank: 74, crd: 155649, firm: Modera Wealth Management, LLC, city: Westwood, state: NJ, value: 21420, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/155649/; rank: 75, crd: 112139, firm: HBKS Wealth Advisors, city: Erie, state: PA, value: 21190, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/112139/; rank: 76, crd: 111147, firm: EP Wealth Advisors, city: Torrance, state: CA, value: 20738, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/111147/; rank: 77, crd: 164666, firm: Cornerstone Wealth Management, LLC, city: Des Peres, state: MO, value: 20602, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/164666/; rank: 78, crd: 153649, firm: Gerber Kawasaki Wealth & Investment Management, city: Santa Monica, state: CA, value: 20094, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/153649/; rank: 79, crd: 145706, firm: Forum Financial Management, LP, city: Lombard, state: IL, value: 19838, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/145706/; rank: 80, crd: 156984, firm: Rwa Wealth Partners, city: Boston, state: MA, value: 19649, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/156984/; rank: 81, crd: 307771, firm: New Edge Wealth, city: Stamford, state: CT, value: 19593, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/307771/; rank: 82, crd: 137068, firm: Elevation Point Wealth Partners, LLC, city: Denver, state: CO, value: 19386, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/137068/; rank: 83, crd: 283545, firm: Western Wealth Management LLC, city: Golden, state: CO, value: 19273, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/283545/; rank: 84, crd: 340206, firm: Gravitalix Financial, city: Coral Springs, state: FL, value: 19218, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/340206/; rank: 85, crd: 112158, firm: Plante Moran Financial Advisors, city: Southfield, state: MI, value: 19176, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/112158/; rank: 86, crd: 143440, firm: Belpointe Asset Management LLC, city: Reno, state: NV, value: 18990, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/143440/; rank: 87, crd: 281597, firm: Trilogy Capital, Inc., city: Irvine, state: CA, value: 18988, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/281597/; rank: 88, crd: 113057, firm: Mission Wealth Management, LP, city: Santa Barbara, state: CA, value: 18908, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/113057/; rank: 89, crd: 110410, firm: NWF Advisory Services Inc, city: Los Angeles, state: CA, value: 18868, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/110410/; rank: 90, crd: 158847, firm: Trajan Wealth, L.L.C., city: Scottsdale, state: AZ, value: 18370, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/158847/; rank: 91, crd: 110929, firm: CG Advisory Services, city: Williamston, state: MI, value: 18187, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/110929/; rank: 92, crd: 117054, firm: Johnson Investment Counsel, Inc., city: Cincinnati, state: OH, value: 18154, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/117054/; rank: 93, crd: 112266, firm: Advisors Capital Management, LLC, city: Ridgewood, state: NJ, value: 18140, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/112266/; rank: 94, crd: 111291, firm: Azzad Asset Management, Inc., city: Falls Church, state: VA, value: 18098, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/111291/; rank: 95, crd: 131037, firm: Perigon Wealth Management, LLC, city: San Francisco, state: CA, value: 17713, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/131037/; rank: 96, crd: 143208, firm: Bip Wealth, LLC, city: Atlanta, state: GA, value: 17391, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/143208/; rank: 97, crd: 158055, firm: Capital Investment Advisors, LLC, city: Atlanta, state: GA, value: 17148, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/158055/; rank: 98, crd: 134249, firm: Curi Capital, LLC, city: Chicago, state: IL, value: 16939, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/134249/; rank: 99, crd: 105203, firm: The Pacific Financial Group, Inc., city: Nashville, state: TN, value: 16832, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/105203/; rank: 100, crd: 127145, firm: Sowell Management, city: North Little Rock, state: AR, value: 16763, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/127145/

## 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/most-accounts/

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