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AdvisorIQ

Ranking, United States

Independent RIAs with the most high net worth clients

As of October 2, 2026, Fisher Investments ranked #1 nationally in AdvisorIQ's ranking of independent RIAs with the most high net worth clients, with 125,844.

Include wirehouses and broker-dealer firms

Firms ranked by number of high net worth individual clients (Form ADV Item 5.D(b)(1)) 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 high net worth clients
1 Fisher Investments Plano, TX 125,844
2 Edelman Financial Engines Santa Clara, CA 45,656
3 Creative Planning Overland Park, KS 39,511
4 Focus Partners Wealth, LLC St. Louis, MO 30,177
5 Hightower Advisors, LLC Chicago, IL 29,177
6 Wealth Enhancement Advisory Services, LLC Plymouth, MN 27,424
7 Betterment New York, NY 24,685
8 Mariner Overland Park, KS 22,322
9 Empower Advisory Group, LLC Greenwood Village, CO 20,524
10 Corient Miami, FL 19,571
11 Mercer Global Advisors Inc. Denver, CO 18,398
12 Independent Advisor Alliance, LLC Charlotte, NC 15,578
13 Cerity Partners LLC New York, NY 14,561
14 Wealthfront Advisers LLC Palo Alto, CA 12,784
15 Beacon Pointe Advisors, LLC Newport Beach, CA 11,482
16 Integrated Wealth Concepts LLC Waltham, MA 10,429
17 Lido Los Angeles, CA 9,829
18 AE Wealth Management, LLC Topeka, KS 9,444
19 Focus Advisor Solutions, LLC St. Louis, MO 9,302
20 Allworth Financial, L.P. Folsom, CA 9,283
21 CWM, LLC Omaha, NE 7,231
22 Savant Wealth Management Rockford, IL 6,562
23 Foundations Investment Advisors LLC Phoenix, AZ 6,047
24 Bison Wealth, LLC Atlanta, GA 5,877
25 Wealthspire Advisors New York, NY 5,553
26 Moneta Group Investment Advisors, LLC St. Louis, MO 5,460
27 Planvision, LLC Fuquay-Varina, NC 5,100
28 Arax Advisory Partners New York, NY 4,949
29 Seia Los Angeles, CA 4,920
30 Mai Capital Management, LLC Cleveland, OH 4,902
31 Brookstone Capital Management LLC Wheaton, IL 4,860
32 Sequoia Financial Group, L.L.C. Akron, OH 4,556
33 Ancora Private Wealth Advisors, LLC Cleveland, OH 4,414
34 Choreo, LLC Rockford, IL 4,392
35 Concentric Walnut Creek, CA 4,380
36 Waverly Advisors, LLC Birmingham, AL 4,302
37 The Wealth Consulting Group Las Vegas, NV 4,214
38 First Manhattan Co. LLC New York, NY 3,828
39 Cresset Asset Management, LLC Chicago, IL 3,667
40 Mission Wealth Management, LP Santa Barbara, CA 3,633
41 Apella Wealth West Hartford, CT 3,591
42 Pure Financial Advisors, LLC San Diego, CA 3,567
43 IFG Advisory, LLC Atlanta, GA 3,556
44 Rwa Wealth Partners Boston, MA 3,545
45 Cornerstone Wealth Management, LLC Des Peres, MO 3,511
46 Riverbridge Minneapolis, MN 3,482
47 Farther San Francisco, CA 3,463
48 Plante Moran Financial Advisors Southfield, MI 3,445
49 Modera Wealth Management, LLC Westwood, NJ 3,443
50 Highpoint Planning Partners Downers Grove, IL 3,304
51 Western Wealth Management LLC Golden, CO 3,272
52 CW Advisors, LLC Boston, MA 3,257
53 Loring, Wolcott & Coolidge Fiduciary Advisors, LLP Boston, MA 3,214
54 Soltis Investment Advisors, LLC St. George, UT 3,207
55 HB Wealth Atlanta, GA 3,169
56 Calamos Wealth Management LLC Naperville, IL 3,141
57 Vestia Personal Wealth Advisors Fort Wayne, IN 3,105
58 Brighton Jones LLC Seattle, WA 3,024
59 Concurrent Investment Advisors, LLC Tampa, FL 3,009
60 Johnson Investment Counsel, Inc. Cincinnati, OH 2,995
61 Onepoint BFG Wealth Partners Parsippany, NJ 2,934
62 Facet West Palm Beach, FL 2,928
63 Annex Wealth Management, LLC Brookfield, WI 2,891
64 The Mather Group, LLC Chicago, IL 2,876
65 Advisors Capital Management, LLC Ridgewood, NJ 2,863
66 Titan New York, NY 2,862
67 Apollon Wealth Management, LLC Mount Pleasant, SC 2,697
68 Flagship Harbor Advisors, LLC Boston, MA 2,556
69 Modern Wealth Management, LLC Kansas City, MO 2,529
70 Laurel Oak Wealth Management, LLC Marlton, NJ 2,477
71 Capital Investment Advisors, LLC Atlanta, GA 2,462
72 Coldstream Wealth Management Bellevue, WA 2,393
73 The Fiduciary Alliance Greenville, SC 2,388
74 Aptus Capital Advisors, LLC Fairhope, AL 2,358
75 Openarc Corporate Advisory, LLC Atlanta, GA 2,356
76 Ieq Capital, LLC Foster City, CA 2,300
77 Avior Wealth Management, LLC Omaha, NE 2,288
78 Valeo Financial Advisors, LLC Carmel, IN 2,257
79 Northrock Partners, LLC Minneapolis, MN 2,255
80 Summit Financial, LLC Parsippany, NJ 2,248
81 Mutual Advisors, LLC Omaha, NE 2,233
82 Vicus Capital, Inc. State College, PA 2,218
83 Kingsview Wealth Management, LLC Grants Pass, OR 2,209
83 Alphacore Capital LLC La Jolla, CA 2,209
85 Axxcess Wealth Management, LLC Carlsbad, CA 2,199
86 Clearstead; Clearstead Advisory Solutions Cleveland, OH 2,175
86 Cary Street Partners Richmond, VA 2,175
88 Advisor Resource Council Dallas, TX 2,134
89 Portside Wealth Group, LLC Provo, UT 2,086
90 Sagespring Wealth Partners Franklin, TN 2,060
91 Cassaday & Company, Inc. McLean, VA 2,017
92 United Capital Financial Advisors Irving, TX 1,937
92 Cannell & Spears LLC New York, NY 1,937
94 Confluence Financial Partners McMurray, PA 1,910
95 St. Germain Investment Management Springfield, MA 1,909
96 Oneseven Beachwood, OH 1,908
97 Forvis Mazars Wealth Advisors, LLC Springfield, MO 1,898
98 Vise AI Advisors New York City, NY 1,870
99 Empirical Wealth Management Seattle, WA 1,839
100 Pathstone Englewood, NJ 1,834

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

More rankings

Most high net worth 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.