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AdvisorIQ

Ranking, United States

Independent RIAs with the most clients

As of October 2, 2026, Acorns ranked #1 nationally in AdvisorIQ's ranking of independent RIAs with the most clients, with 8,158,329.

Include wirehouses and broker-dealer firms

Firms ranked by number of clients: the clients counted by type in Form ADV Item 5.D(a) to (n) plus clients for whom the firm has no RAUM (Item 5.C(1)), as reported in the latest filing in the data of October 2, 2026. Counts are approximate as firms report them; a client type marked "fewer than 5 clients" without a number adds nothing. 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 clients
1 Acorns Irvine, CA 8,158,329
2 Edelman Financial Engines Santa Clara, CA 1,566,536
3 Betterment New York, NY 1,022,734
4 Human Interest Advisors LLC San Francisco, CA 862,471
5 Wealthfront Advisers LLC Palo Alto, CA 518,639
6 Empower Advisory Group, LLC Greenwood Village, CO 297,098
7 Fisher Investments Plano, TX 199,922
8 Healthequity Advisors Draper, UT 178,478
9 Step Advisers, LLC San Mateo, CA 161,414
10 Wealth Compass Financial, Inc. Carlsbad, CA 146,950
11 Interest Financial, LLC Tampa, FL 134,650
12 AE Wealth Management, LLC Topeka, KS 128,083
13 Alinea Advisory Services LLC New York, NY 115,693
14 Sigfig Wealth Management LLC San Francisco, CA 106,361
15 Autopilot New York, NY 103,270
16 Creative Planning Overland Park, KS 102,065
17 Wealth Enhancement Advisory Services, LLC Plymouth, MN 85,328
18 Bloom Investment Advisors, LLC San Francisco, CA 71,486
19 Hightower Advisors, LLC Chicago, IL 64,535
20 Focus Partners Wealth, LLC St. Louis, MO 63,966
21 Mariner Overland Park, KS 55,728
22 Brookstone Capital Management LLC Wheaton, IL 54,880
23 CWM, LLC Omaha, NE 52,917
24 Independent Advisor Alliance, LLC Charlotte, NC 45,535
25 Titan New York, NY 41,733
26 Brightplan LLC San Jose, CA 37,773
27 Great Valley Advisor Group, LLC Berwyn, PA 37,069
28 Focus Advisor Solutions, LLC St. Louis, MO 36,817
29 Mercer Global Advisors Inc. Denver, CO 36,259
30 Insights Investments Palo Alto, CA 33,896
31 Finhabits Advisors, LLC New York, NY 33,180
32 WEALTH2B Outside the US 32,225
33 Integrated Wealth Concepts LLC Waltham, MA 30,723
34 Beacon Pointe Advisors, LLC Newport Beach, CA 30,194
35 Foundations Investment Advisors LLC Phoenix, AZ 29,663
36 Allworth Financial, L.P. Folsom, CA 29,297
37 Corient Miami, FL 27,092
38 Addition Wealth Successor New York, NY 26,785
39 Cerity Partners LLC New York, NY 26,283
40 United Capital Financial Advisors Irving, TX 25,670
41 Sound Income Strategies, LLC Fort Lauderdale, FL 24,814
42 Northstar Investment Advisory LLC West Hollywood, CA 24,560
43 Savant Wealth Management Rockford, IL 24,204
44 Tradeway Mexia, TX 23,611
45 Vestgen Advisors, LLC Chicago, IL 22,790
46 Good Life Advisors, LLC Celebration, FL 22,596
47 Creativeone Wealth, LLC Overland Park, KS 22,353
48 Zoe Financial, Inc. New York, NY 22,227
49 EP Wealth Advisors Torrance, CA 20,738
50 Gravitalix Financial Coral Springs, FL 19,218
51 Summit Financial, LLC Parsippany, NJ 18,452
52 Advisors Capital Management, LLC Ridgewood, NJ 18,174
53 The Pacific Financial Group, Inc. Nashville, TN 17,789
54 Axxcess Wealth Management, LLC Carlsbad, CA 17,538
55 RFG Advisory, LLC Vestavia Hills, AL 17,422
56 Facet West Palm Beach, FL 17,262
57 Vise AI Advisors New York City, NY 16,405
58 Mai Capital Management, LLC Cleveland, OH 16,393
59 Oneseven Beachwood, OH 16,347
60 Arax Advisory Partners New York, NY 15,678
61 Farther San Francisco, CA 15,415
62 Planvision, LLC Fuquay-Varina, NC 14,740
63 HBW Advisory Services LLC Simi Valley, CA 13,876
64 Advisory Alpha, LLC Holland, MI 13,831
65 Origin Investment Advisory LLC Sarasota, FL 13,812
66 Lido Los Angeles, CA 13,802
67 Focus Financial Minneapolis, MN 13,789
68 Waverly Advisors, LLC Birmingham, AL 13,758
69 Compound Planning, Inc. New York, NY 13,653
70 Concurrent Investment Advisors, LLC Tampa, FL 13,277
71 The Wealth Consulting Group Las Vegas, NV 13,265
72 Advisory Services Network Atlanta, GA 12,968
73 Aptus Capital Advisors, LLC Fairhope, AL 12,740
74 Cornerstone Wealth Management, LLC Des Peres, MO 12,695
75 Kingsview Wealth Management, LLC Grants Pass, OR 12,309
76 Modern Wealth Management, LLC Kansas City, MO 11,939
77 Advisor Resource Council Dallas, TX 11,849
78 Sagespring Wealth Partners Franklin, TN 11,633
79 NWF Advisory Services Inc Los Angeles, CA 11,542
80 Sequoia Financial Group, L.L.C. Akron, OH 11,318
81 Western Wealth Management LLC Golden, CO 11,292
82 Tom Johnson Investment Management, LLC Oklahoma City, OK 11,262
83 Trajan Wealth, L.L.C. Scottsdale, AZ 10,633
84 Wealthspire Advisors New York, NY 10,373
85 Highpoint Planning Partners Downers Grove, IL 10,348
86 Parrot Finance, Inc. Folsom, CA 10,134
87 Mutual Advisors, LLC Omaha, NE 9,990
88 Seia Los Angeles, CA 9,947
89 Moneta Group Investment Advisors, LLC St. Louis, MO 9,801
90 Gerber Kawasaki Wealth & Investment Management Santa Monica, CA 9,634
91 IFG Advisory, LLC Atlanta, GA 9,500
92 Fundify Advisors LLC Austin, TX 9,394
93 Forge Financial Edmond, OK 9,372
94 Bison Wealth, LLC Atlanta, GA 9,003
95 The Fiduciary Alliance Greenville, SC 8,964
96 Coppell Advisory Solutions LLC Dallas, TX 8,865
97 Onepoint BFG Wealth Partners Parsippany, NJ 8,674
98 Apollon Wealth Management, LLC Mount Pleasant, SC 8,586
99 Alphastar Capital Management Cornelius, NC 8,553
100 Apella Wealth West Hartford, CT 8,503

Successor Reported on Form ADV Item 4 that it succeeded to the business of another registered investment adviser. Some of its growth may come from that acquisition, and it is shown as reported.

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

More rankings

Most clients 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.