# 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.

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

## Facts

- ranking: Independent RIAs with the most high net worth clients
- how_it_is_computed: 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.
- unit: count
- scope: United States
- firms_listed: 100
- rows: rank: 1, crd: 107342, firm: Fisher Investments, city: Plano, state: TX, value: 125844, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/107342/; rank: 2, crd: 104510, firm: Edelman Financial Engines, city: Santa Clara, state: CA, value: 45656, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/104510/; rank: 3, crd: 105348, firm: Creative Planning, city: Overland Park, state: KS, value: 39511, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/105348/; rank: 4, crd: 159289, firm: Focus Partners Wealth, LLC, city: St. Louis, state: MO, value: 30177, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/159289/; rank: 5, crd: 145323, firm: Hightower Advisors, LLC, city: Chicago, state: IL, value: 29177, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/145323/; rank: 6, crd: 116407, firm: Wealth Enhancement Advisory Services, LLC, city: Plymouth, state: MN, value: 27424, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/116407/; rank: 7, crd: 149117, firm: Betterment, city: New York, state: NY, value: 24685, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/149117/; rank: 8, crd: 140195, firm: Mariner, city: Overland Park, state: KS, value: 22322, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/140195/; rank: 9, crd: 112058, firm: Empower Advisory Group, LLC, city: Greenwood Village, state: CO, value: 20524, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/112058/; rank: 10, crd: 319448, firm: Corient, city: Miami, state: FL, value: 19571, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/319448/; rank: 11, crd: 147363, firm: Mercer Global Advisors Inc., city: Denver, state: CO, value: 18398, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/147363/; rank: 12, crd: 168267, firm: Independent Advisor Alliance, LLC, city: Charlotte, state: NC, value: 15578, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/168267/; rank: 13, crd: 151559, firm: Cerity Partners LLC, city: New York, state: NY, value: 14561, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/151559/; rank: 14, crd: 148456, firm: Wealthfront Advisers LLC, city: Palo Alto, state: CA, value: 12784, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/148456/; rank: 15, crd: 119290, firm: Beacon Pointe Advisors, LLC, city: Newport Beach, state: CA, value: 11482, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/119290/; rank: 16, crd: 284656, firm: Integrated Wealth Concepts LLC, city: Waltham, state: MA, value: 10429, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/284656/; rank: 17, crd: 269866, firm: Lido, city: Los Angeles, state: CA, value: 9829, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/269866/; rank: 18, crd: 282580, firm: AE Wealth Management, LLC, city: Topeka, state: KS, value: 9444, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/282580/; rank: 19, crd: 143319, firm: Focus Advisor Solutions, LLC, city: St. Louis, state: MO, value: 9302, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/143319/; rank: 20, crd: 111167, firm: Allworth Financial, L.P., city: Folsom, state: CA, value: 9283, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/111167/; rank: 21, crd: 155344, firm: CWM, LLC, city: Omaha, state: NE, value: 7231, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/155344/; rank: 22, crd: 107271, firm: Savant Wealth Management, city: Rockford, state: IL, value: 6562, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/107271/; rank: 23, crd: 175083, firm: Foundations Investment Advisors LLC, city: Phoenix, state: AZ, value: 6047, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/175083/; rank: 24, crd: 299805, firm: Bison Wealth, LLC, city: Atlanta, state: GA, value: 5877, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/299805/; rank: 25, crd: 106181, firm: Wealthspire Advisors, city: New York, state: NY, value: 5553, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/106181/; rank: 26, crd: 104727, firm: Moneta Group Investment Advisors, LLC, city: St. Louis, state: MO, value: 5460, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/104727/; rank: 27, crd: 166311, firm: Planvision, LLC, city: Fuquay-Varina, state: NC, value: 5100, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/166311/; rank: 28, crd: 133535, firm: Arax Advisory Partners, city: New York, state: NY, value: 4949, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/133535/; rank: 29, crd: 108163, firm: Seia, city: Los Angeles, state: CA, value: 4920, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/108163/; rank: 30, crd: 109807, firm: Mai Capital Management, LLC, city: Cleveland, state: OH, value: 4902, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/109807/; rank: 31, crd: 141413, firm: Brookstone Capital Management LLC, city: Wheaton, state: IL, value: 4860, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/141413/; rank: 32, crd: 117756, firm: Sequoia Financial Group, L.L.C., city: Akron, state: OH, value: 4556, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/117756/; rank: 33, crd: 124845, firm: Ancora Private Wealth Advisors, LLC, city: Cleveland, state: OH, value: 4414, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/124845/; rank: 34, crd: 111221, firm: Choreo, LLC, city: Rockford, state: IL, value: 4392, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/111221/; rank: 35, crd: 321633, firm: Concentric, city: Walnut Creek, state: CA, value: 4380, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/321633/; rank: 36, crd: 115332, firm: Waverly Advisors, LLC, city: Birmingham, state: AL, value: 4302, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/115332/; rank: 37, crd: 173194, firm: The Wealth Consulting Group, city: Las Vegas, state: NV, value: 4214, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/173194/; rank: 38, crd: 325281, firm: First Manhattan Co. LLC, city: New York, state: NY, value: 3828, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/325281/; rank: 39, crd: 288566, firm: Cresset Asset Management, LLC, city: Chicago, state: IL, value: 3667, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/288566/; rank: 40, crd: 113057, firm: Mission Wealth Management, LP, city: Santa Barbara, state: CA, value: 3633, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/113057/; rank: 41, crd: 171106, firm: Apella Wealth, city: West Hartford, state: CT, value: 3591, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/171106/; rank: 42, crd: 144316, firm: Pure Financial Advisors, LLC, city: San Diego, state: CA, value: 3567, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/144316/; rank: 43, crd: 168012, firm: IFG Advisory, LLC, city: Atlanta, state: GA, value: 3556, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/168012/; rank: 44, crd: 156984, firm: Rwa Wealth Partners, city: Boston, state: MA, value: 3545, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/156984/; rank: 45, crd: 164666, firm: Cornerstone Wealth Management, LLC, city: Des Peres, state: MO, value: 3511, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/164666/; rank: 46, crd: 108074, firm: Riverbridge, city: Minneapolis, state: MN, value: 3482, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/108074/; rank: 47, crd: 302050, firm: Farther, city: San Francisco, state: CA, value: 3463, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/302050/; rank: 48, crd: 112158, firm: Plante Moran Financial Advisors, city: Southfield, state: MI, value: 3445, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/112158/; rank: 49, crd: 155649, firm: Modera Wealth Management, LLC, city: Westwood, state: NJ, value: 3443, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/155649/; rank: 50, crd: 316636, firm: Highpoint Planning Partners, city: Downers Grove, state: IL, value: 3304, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/316636/; rank: 51, crd: 283545, firm: Western Wealth Management LLC, city: Golden, state: CO, value: 3272, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/283545/; rank: 52, crd: 310873, firm: CW Advisors, LLC, city: Boston, state: MA, value: 3257, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/310873/; rank: 53, crd: 107153, firm: Loring, Wolcott & Coolidge Fiduciary Advisors, LLP, city: Boston, state: MA, value: 3214, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/107153/; rank: 54, crd: 154690, firm: Soltis Investment Advisors, LLC, city: St. George, state: UT, value: 3207, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/154690/; rank: 55, crd: 316731, firm: HB Wealth, city: Atlanta, state: GA, value: 3169, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/316731/; rank: 56, crd: 143490, firm: Calamos Wealth Management LLC, city: Naperville, state: IL, value: 3141, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/143490/; rank: 57, crd: 290565, firm: Vestia Personal Wealth Advisors, city: Fort Wayne, state: IN, value: 3105, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/290565/; rank: 58, crd: 108601, firm: Brighton Jones LLC, city: Seattle, state: WA, value: 3024, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/108601/; rank: 59, crd: 323135, firm: Concurrent Investment Advisors, LLC, city: Tampa, state: FL, value: 3009, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/323135/; rank: 60, crd: 117054, firm: Johnson Investment Counsel, Inc., city: Cincinnati, state: OH, value: 2995, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/117054/; rank: 61, crd: 318366, firm: Onepoint BFG Wealth Partners, city: Parsippany, state: NJ, value: 2934, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/318366/; rank: 62, crd: 285961, firm: Facet, city: West Palm Beach, state: FL, value: 2928, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/285961/; rank: 63, crd: 127987, firm: Annex Wealth Management, LLC, city: Brookfield, state: WI, value: 2891, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/127987/; rank: 64, crd: 156005, firm: The Mather Group, LLC, city: Chicago, state: IL, value: 2876, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/156005/; rank: 65, crd: 112266, firm: Advisors Capital Management, LLC, city: Ridgewood, state: NJ, value: 2863, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/112266/; rank: 66, crd: 290111, firm: Titan, city: New York, state: NY, value: 2862, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/290111/; rank: 67, crd: 291902, firm: Apollon Wealth Management, LLC, city: Mount Pleasant, state: SC, value: 2697, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/291902/; rank: 68, crd: 155733, firm: Flagship Harbor Advisors, LLC, city: Boston, state: MA, value: 2556, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/155733/; rank: 69, crd: 324624, firm: Modern Wealth Management, LLC, city: Kansas City, state: MO, value: 2529, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/324624/; rank: 70, crd: 336824, firm: Laurel Oak Wealth Management, LLC, city: Marlton, state: NJ, value: 2477, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/336824/; rank: 71, crd: 158055, firm: Capital Investment Advisors, LLC, city: Atlanta, state: GA, value: 2462, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/158055/; rank: 72, crd: 108805, firm: Coldstream Wealth Management, city: Bellevue, state: WA, value: 2393, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/108805/; rank: 73, crd: 284924, firm: The Fiduciary Alliance, city: Greenville, state: SC, value: 2388, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/284924/; rank: 74, crd: 167626, firm: Aptus Capital Advisors, LLC, city: Fairhope, state: AL, value: 2358, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/167626/; rank: 75, crd: 336837, firm: Openarc Corporate Advisory, LLC, city: Atlanta, state: GA, value: 2356, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/336837/; rank: 76, crd: 301819, firm: Ieq Capital, LLC, city: Foster City, state: CA, value: 2300, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/301819/; rank: 77, crd: 148674, firm: Avior Wealth Management, LLC, city: Omaha, state: NE, value: 2288, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/148674/; rank: 78, crd: 127132, firm: Valeo Financial Advisors, LLC, city: Carmel, state: IN, value: 2257, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/127132/; rank: 79, crd: 167908, firm: Northrock Partners, LLC, city: Minneapolis, state: MN, value: 2255, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/167908/; rank: 80, crd: 299322, firm: Summit Financial, LLC, city: Parsippany, state: NJ, value: 2248, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/299322/; rank: 81, crd: 167658, firm: Mutual Advisors, LLC, city: Omaha, state: NE, value: 2233, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/167658/; rank: 82, crd: 116021, firm: Vicus Capital, Inc., city: State College, state: PA, value: 2218, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/116021/; rank: 83, crd: 148107, firm: Kingsview Wealth Management, LLC, city: Grants Pass, state: OR, value: 2209, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/148107/; rank: 83, crd: 174346, firm: Alphacore Capital LLC, city: La Jolla, state: CA, value: 2209, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/174346/; rank: 85, crd: 164081, firm: Axxcess Wealth Management, LLC, city: Carlsbad, state: CA, value: 2199, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/164081/; rank: 86, crd: 105674, firm: Clearstead; Clearstead Advisory Solutions, city: Cleveland, state: OH, value: 2175, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/105674/; rank: 86, crd: 128545, firm: Cary Street Partners, city: Richmond, state: VA, value: 2175, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/128545/; rank: 88, crd: 164109, firm: Advisor Resource Council, city: Dallas, state: TX, value: 2134, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/164109/; rank: 89, crd: 325175, firm: Portside Wealth Group, LLC, city: Provo, state: UT, value: 2086, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/325175/; rank: 90, crd: 283515, firm: Sagespring Wealth Partners, city: Franklin, state: TN, value: 2060, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/283515/; rank: 91, crd: 317672, firm: Cassaday & Company, Inc., city: McLean, state: VA, value: 2017, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/317672/; rank: 92, crd: 134600, firm: United Capital Financial Advisors, city: Irving, state: TX, value: 1937, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/134600/; rank: 92, crd: 142633, firm: Cannell & Spears LLC, city: New York, state: NY, value: 1937, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/142633/; rank: 94, crd: 311980, firm: Confluence Financial Partners, city: McMurray, state: PA, value: 1910, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/311980/; rank: 95, crd: 155186, firm: St. Germain Investment Management, city: Springfield, state: MA, value: 1909, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/155186/; rank: 96, crd: 283087, firm: Oneseven, city: Beachwood, state: OH, value: 1908, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/283087/; rank: 97, crd: 110905, firm: Forvis Mazars Wealth Advisors, LLC, city: Springfield, state: MO, value: 1898, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/110905/; rank: 98, crd: 301761, firm: Vise AI Advisors, city: New York City, state: NY, value: 1870, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/301761/; rank: 99, crd: 152622, firm: Empirical Wealth Management, city: Seattle, state: WA, value: 1839, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/152622/; rank: 100, crd: 151736, firm: Pathstone, city: Englewood, state: NJ, value: 1834, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/151736/

## 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-hnw-clients/

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