# Independent RIAs with the most CFP professionals

As of October 2, 2026, Creative Planning ranked #1 nationally in AdvisorIQ's ranking of independent RIAs with the most CFP professionals, with 658.

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

## Facts

- ranking: Independent RIAs with the most CFP professionals
- how_it_is_computed: Firms ranked by the number of people with a current investment adviser representative registration at the firm whose IAPD record lists the Certified Financial Planner designation, from the SEC's IAPD individual file of October 7, 2026. Only designations the SEC records in IAPD are counted. 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: 104
- rows: rank: 1, crd: 105348, firm: Creative Planning, city: Overland Park, state: KS, value: 658, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/105348/; rank: 2, crd: 147363, firm: Mercer Global Advisors Inc., city: Denver, state: CO, value: 470, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/147363/; rank: 3, crd: 140195, firm: Mariner, city: Overland Park, state: KS, value: 456, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/140195/; rank: 4, crd: 159289, firm: Focus Partners Wealth, LLC, city: St. Louis, state: MO, value: 451, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/159289/; rank: 5, crd: 116407, firm: Wealth Enhancement Advisory Services, LLC, city: Plymouth, state: MN, value: 426, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/116407/; rank: 6, crd: 151559, firm: Cerity Partners LLC, city: New York, state: NY, value: 312, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/151559/; rank: 7, crd: 145323, firm: Hightower Advisors, LLC, city: Chicago, state: IL, value: 307, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/145323/; rank: 8, crd: 319448, firm: Corient, city: Miami, state: FL, value: 280, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/319448/; rank: 9, crd: 107271, firm: Savant Wealth Management, city: Rockford, state: IL, value: 243, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/107271/; rank: 10, crd: 119290, firm: Beacon Pointe Advisors, LLC, city: Newport Beach, state: CA, value: 230, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/119290/; rank: 11, crd: 155344, firm: CWM, LLC, city: Omaha, state: NE, value: 227, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/155344/; rank: 12, crd: 111147, firm: EP Wealth Advisors, city: Torrance, state: CA, value: 191, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/111147/; rank: 13, crd: 104510, firm: Edelman Financial Engines, city: Santa Clara, state: CA, value: 182, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/104510/; rank: 14, crd: 104727, firm: Moneta Group Investment Advisors, LLC, city: St. Louis, state: MO, value: 178, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/104727/; rank: 15, crd: 117756, firm: Sequoia Financial Group, L.L.C., city: Akron, state: OH, value: 132, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/117756/; rank: 16, crd: 302050, firm: Farther, city: San Francisco, state: CA, value: 125, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/302050/; rank: 17, crd: 109807, firm: Mai Capital Management, LLC, city: Cleveland, state: OH, value: 121, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/109807/; rank: 18, crd: 112058, firm: Empower Advisory Group, LLC, city: Greenwood Village, state: CO, value: 120, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/112058/; rank: 19, crd: 107342, firm: Fisher Investments, city: Plano, state: TX, value: 117, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/107342/; rank: 20, crd: 111167, firm: Allworth Financial, L.P., city: Folsom, state: CA, value: 116, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/111167/; rank: 21, crd: 106181, firm: Wealthspire Advisors, city: New York, state: NY, value: 102, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/106181/; rank: 22, crd: 127132, firm: Valeo Financial Advisors, LLC, city: Carmel, state: IN, value: 101, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/127132/; rank: 23, crd: 108601, firm: Brighton Jones LLC, city: Seattle, state: WA, value: 97, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/108601/; rank: 24, crd: 155649, firm: Modera Wealth Management, LLC, city: Westwood, state: NJ, value: 94, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/155649/; rank: 25, crd: 285961, firm: Facet, city: West Palm Beach, state: FL, value: 93, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/285961/; rank: 26, crd: 112158, firm: Plante Moran Financial Advisors, city: Southfield, state: MI, value: 89, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/112158/; rank: 27, crd: 284656, firm: Integrated Wealth Concepts LLC, city: Waltham, state: MA, value: 87, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/284656/; rank: 28, crd: 113057, firm: Mission Wealth Management, LP, city: Santa Barbara, state: CA, value: 86, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/113057/; rank: 28, crd: 318493, firm: Savvy, city: New York, state: NY, value: 86, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/318493/; rank: 30, crd: 269866, firm: Lido, city: Los Angeles, state: CA, value: 85, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/269866/; rank: 30, crd: 316731, firm: HB Wealth, city: Atlanta, state: GA, value: 85, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/316731/; rank: 32, crd: 115332, firm: Waverly Advisors, LLC, city: Birmingham, state: AL, value: 81, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/115332/; rank: 33, crd: 323135, firm: Concurrent Investment Advisors, LLC, city: Tampa, state: FL, value: 75, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/323135/; rank: 34, crd: 144316, firm: Pure Financial Advisors, LLC, city: San Diego, state: CA, value: 74, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/144316/; rank: 35, crd: 168267, firm: Independent Advisor Alliance, LLC, city: Charlotte, state: NC, value: 73, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/168267/; rank: 36, crd: 151736, firm: Pathstone, city: Englewood, state: NJ, value: 68, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/151736/; rank: 37, crd: 283515, firm: Sagespring Wealth Partners, city: Franklin, state: TN, value: 67, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/283515/; rank: 38, crd: 134600, firm: United Capital Financial Advisors, city: Irving, state: TX, value: 66, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/134600/; rank: 39, crd: 146051, firm: Advisory Services Network, city: Atlanta, state: GA, value: 65, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/146051/; rank: 40, crd: 299322, firm: Summit Financial, LLC, city: Parsippany, state: NJ, value: 63, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/299322/; rank: 41, crd: 111221, firm: Choreo, LLC, city: Rockford, state: IL, value: 62, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/111221/; rank: 41, crd: 171106, firm: Apella Wealth, city: West Hartford, state: CT, value: 62, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/171106/; rank: 43, crd: 324624, firm: Modern Wealth Management, LLC, city: Kansas City, state: MO, value: 61, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/324624/; rank: 44, crd: 158401, firm: RFG Advisory, LLC, city: Vestavia Hills, state: AL, value: 60, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/158401/; rank: 45, crd: 156005, firm: The Mather Group, LLC, city: Chicago, state: IL, value: 58, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/156005/; rank: 45, crd: 305418, firm: Mariner Independent, city: Overland Park, state: KS, value: 58, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/305418/; rank: 47, crd: 108163, firm: Seia, city: Los Angeles, state: CA, value: 55, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/108163/; rank: 48, crd: 310873, firm: CW Advisors, LLC, city: Boston, state: MA, value: 51, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/310873/; rank: 49, crd: 288566, firm: Cresset Asset Management, LLC, city: Chicago, state: IL, value: 50, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/288566/; rank: 49, crd: 290289, firm: Root Financial Partners, city: Austin, state: TX, value: 50, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/290289/; rank: 49, crd: 318366, firm: Onepoint BFG Wealth Partners, city: Parsippany, state: NJ, value: 50, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/318366/; rank: 52, crd: 110905, firm: Forvis Mazars Wealth Advisors, LLC, city: Springfield, state: MO, value: 48, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/110905/; rank: 52, crd: 282580, firm: AE Wealth Management, LLC, city: Topeka, state: KS, value: 48, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/282580/; rank: 52, crd: 291902, firm: Apollon Wealth Management, LLC, city: Mount Pleasant, state: SC, value: 48, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/291902/; rank: 55, crd: 145706, firm: Forum Financial Management, LP, city: Lombard, state: IL, value: 46, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/145706/; rank: 55, crd: 167658, firm: Mutual Advisors, LLC, city: Omaha, state: NE, value: 46, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/167658/; rank: 57, crd: 123913, firm: Great Valley Advisor Group, LLC, city: Berwyn, state: PA, value: 45, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/123913/; rank: 57, crd: 146720, firm: Aspiriant, LLC, city: Los Angeles, state: CA, value: 45, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/146720/; rank: 59, crd: 110302, firm: JMG Financial Group Ltd, city: Downers Grove, state: IL, value: 42, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/110302/; rank: 59, crd: 134249, firm: Curi Capital, LLC, city: Chicago, state: IL, value: 42, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/134249/; rank: 61, crd: 285967, firm: Xypn Sapphire, city: Bozeman, state: MT, value: 41, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/285967/; rank: 62, crd: 108805, firm: Coldstream Wealth Management, city: Bellevue, state: WA, value: 39, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/108805/; rank: 62, crd: 109116, firm: Hamilton Capital, city: Columbus, state: OH, value: 39, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/109116/; rank: 62, crd: 133535, firm: Arax Advisory Partners, city: New York, state: NY, value: 39, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/133535/; rank: 62, crd: 152802, firm: Ballentine Partners, city: Waltham, state: MA, value: 39, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/152802/; rank: 66, crd: 316636, firm: Highpoint Planning Partners, city: Downers Grove, state: IL, value: 38, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/316636/; rank: 67, crd: 106599, firm: Plancorp, LLC, city: St. Louis, state: MO, value: 37, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/106599/; rank: 67, crd: 173194, firm: The Wealth Consulting Group, city: Las Vegas, state: NV, value: 37, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/173194/; rank: 69, crd: 106223, firm: F L Putnam Investment Management Co., city: Lynnfield, state: MA, value: 35, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/106223/; rank: 69, crd: 107148, firm: Foster Group, Inc., city: West Des Moines, state: IA, value: 35, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/107148/; rank: 69, crd: 117054, firm: Johnson Investment Counsel, Inc., city: Cincinnati, state: OH, value: 35, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/117054/; rank: 69, crd: 131037, firm: Perigon Wealth Management, LLC, city: San Francisco, state: CA, value: 35, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/131037/; rank: 69, crd: 154660, firm: Core Planning, city: Ofallon, state: MO, value: 35, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/154660/; rank: 69, crd: 159359, firm: CGN Advisors, LLC, city: Manhattan, state: KS, value: 35, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/159359/; rank: 69, crd: 171787, firm: Compound Planning, Inc., city: New York, state: NY, value: 35, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/171787/; rank: 76, crd: 112758, firm: Signaturefd, LLC, city: Atlanta, state: GA, value: 34, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/112758/; rank: 76, crd: 167908, firm: Northrock Partners, LLC, city: Minneapolis, state: MN, value: 34, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/167908/; rank: 78, crd: 127987, firm: Annex Wealth Management, LLC, city: Brookfield, state: WI, value: 33, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/127987/; rank: 78, crd: 128545, firm: Cary Street Partners, city: Richmond, state: VA, value: 33, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/128545/; rank: 78, crd: 141413, firm: Brookstone Capital Management LLC, city: Wheaton, state: IL, value: 33, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/141413/; rank: 78, crd: 152622, firm: Empirical Wealth Management, city: Seattle, state: WA, value: 33, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/152622/; rank: 78, crd: 156984, firm: Rwa Wealth Partners, city: Boston, state: MA, value: 33, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/156984/; rank: 83, crd: 305353, firm: Origin Investment Advisory LLC, city: Sarasota, state: FL, value: 32, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/305353/; rank: 84, crd: 105664, firm: Truepoint, Inc., city: Cincinnati, state: OH, value: 31, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/105664/; rank: 84, crd: 107341, firm: LNW, city: Seattle, state: WA, value: 31, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/107341/; rank: 84, crd: 112139, firm: HBKS Wealth Advisors, city: Erie, state: PA, value: 31, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/112139/; rank: 84, crd: 128590, firm: Abacus Wealth Partners, city: Santa Monica, state: CA, value: 31, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/128590/; rank: 84, crd: 175083, firm: Foundations Investment Advisors LLC, city: Phoenix, state: AZ, value: 31, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/175083/; rank: 89, crd: 116140, firm: Focus Financial, city: Minneapolis, state: MN, value: 30, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/116140/; rank: 89, crd: 168012, firm: IFG Advisory, LLC, city: Atlanta, state: GA, value: 30, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/168012/; rank: 91, crd: 107373, firm: Tci Wealth Advisors, Inc., city: Tucson, state: AZ, value: 29, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/107373/; rank: 91, crd: 132669, firm: Greenspring Advisors, LLC, city: Towson, state: MD, value: 29, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/132669/; rank: 91, crd: 143440, firm: Belpointe Asset Management LLC, city: Reno, state: NV, value: 29, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/143440/; rank: 91, crd: 174346, firm: Alphacore Capital LLC, city: La Jolla, state: CA, value: 29, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/174346/; rank: 91, crd: 307956, firm: Hub Investment Partners, LLC, city: Austin, state: TX, value: 29, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/307956/; rank: 96, crd: 143483, firm: Composition Wealth, LLC, city: Los Angeles, state: CA, value: 28, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/143483/; rank: 96, crd: 168652, firm: Ritholtz Wealth Management, city: New York, state: NY, value: 28, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/168652/; rank: 96, crd: 170914, firm: McAdam LLC, city: Radnor, state: PA, value: 28, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/170914/; rank: 99, crd: 104690, firm: Allegheny Financial Group, city: Pittsburgh, state: PA, value: 27, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/104690/; rank: 99, crd: 140800, firm: Parallel Advisors, LLC, city: San Francisco, state: CA, value: 27, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/140800/; rank: 99, crd: 158055, firm: Capital Investment Advisors, LLC, city: Atlanta, state: GA, value: 27, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/158055/; rank: 99, crd: 284549, firm: Oneascent Financial Services LLC, city: Birmingham, state: AL, value: 27, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/284549/; rank: 99, crd: 292627, firm: CX Institutional, LLC, city: Auburn, state: IN, value: 27, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/292627/; rank: 99, crd: 299407, firm: Kintra Wealth, LLC, city: Williamsport, state: PA, value: 27, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/299407/

## 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-cfp-professionals/

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