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For asset managers
AdvisorIQ

Ranking, United States

Newest independent RIAs

As of October 2, 2026, Evanson Financial, LLC DBA Evanson Asset Management ranked #1 nationally in AdvisorIQ's ranking of newest independent RIAs, with $5.8 billion.

Include wirehouses and broker-dealer firms

Firms whose current registration took effect in the 12 months before October 2, 2026, ranked by RAUM (firms with no RAUM rank last). The registration date is the SEC status effective date for SEC-registered firms, so a firm that moved from state to SEC registration counts as new to the SEC, and the earliest approved state registration for state-registered firms. 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 Amount
1 Evanson Financial, LLC DBA Evanson Asset Management McLean, VA $5.8 billion
2 71 West Capital Partners Boston, MA $5.5 billion
3 Gryphon Wealth Jacksonville, FL $3.2 billion
4 Beacon Coast Partners, LLC San Francisco, CA $2.3 billion
5 Modell Capital Management LLC Bloomfield Hills, MI $1.9 billion
6 Evertern Wealth, LLC Naples, FL $1.6 billion
7 ACTIV8 Family Office LLC McLean, VA $1.5 billion
8 Sharpe Advisors, LLC New York, NY $1.2 billion
9 Cohen Capital Chicago, IL $1.1 billion
10 Tanara Wealth Management LLC Lehi, UT $1.1 billion
11 Stonebridge Financial Group San Rafael, CA $896.0 million
12 Sagepoint Capital Partners LLC Franklin, TN $888.3 million
13 Pearson Financial Services Dennis, MA $885.0 million
14 Broadside Wealth San Francisco, CA $874.5 million
15 Jack Creek Partners LLC New York, NY $809.0 million
16 TBG-Bedford Group LLC St. Louis, MO $758.1 million
17 Intentgen Financial Partners Naperville, IL $756.6 million
18 Blue Horizon Equity, Inc. Pittsford, NY $745.9 million
19 Canby Financial Advisors Framingham, MA $729.4 million
20 Woodland Wealth Partners Pepper Pike, OH $711.9 million
21 Williams Asset Management Columbia, MD $661.1 million
22 Bridgecreek Financial Group Tulsa, OK $649.9 million
23 Whiterock Wealth Design, LLC Fayetteville, AR $632.9 million
24 Clear Wave Wealth Management, LLC Red Bank, NJ $617.0 million
25 Shah Wealth Advisors Chino Hills, CA $606.2 million
26 Boden Wealth Lemoyne, PA $581.8 million
27 Ocean Path Advisors, LLC Manhattan Beach, CA $559.5 million
28 Oldfather Financial Services Kearney, NE $556.3 million
29 N10° Wealth Greenwich, CT $553.1 million
30 Jet Wealth Advisors La Jolla, CA $546.5 million
31 Trillium Wealth LLC Winter Park, FL $544.6 million
32 Wealth Intelligently Navigated, LLC Greer, SC $532.9 million
33 Leo Wealth Americas, LLC Hurst, TX $512.3 million
34 Highbrook Capital Partners Atlanta, GA $509.1 million
35 Bellars Harris Wealth Management Virginia Beach, VA $505.4 million
36 Prosperity Financial Group, Inc. San Ramon, CA $503.0 million
37 Lifewise Wealth Advisors Champaign, IL $491.9 million
38 Tyler Street Capital Plymouth, MA $491.5 million
39 Rail-Splitter Capital Management LLC Winnetka, IL $484.1 million
40 Valen Private Capital, LLC. Paoli, PA $482.6 million
41 15 Wealth Advisors LLC Mundelein, IL $481.5 million
42 Arborstone Financial, LLC Andover, MA $476.0 million
43 Axient Investment Advisors LLC Huntsville, AL $454.0 million
44 Storen Financial Zionsville, IN $438.3 million
45 August Wealth Advisors LLC Westport, CT $436.6 million
46 Mauney-Pitt Financial Management, Inc. Shelby, NC $418.0 million
47 Advisory Solutions Group Plymouth, MN $408.4 million
48 Silver Birch Financial LLC Middlebury, VT $399.5 million
49 Gravitalix Financial Coral Springs, FL $395.2 million
50 Financial Planning Hawaii, Inc. Honolulu, HI $382.4 million
51 Genoa Wealth, LLC Tampa, FL $376.7 million
52 Union Strategic Advisors Blue Ash, OH $371.6 million
53 Homage Wealth Group LLC Houston, TX $366.2 million
54 Washington Park Capital Management, LLC Portland, OR $359.5 million
55 Access Wealth Management, LLC Louisville, KY $357.7 million
56 Ahakista Capital LLC Outside the US $345.0 million
57 Vertrix Wealth Management, LLC Troy, MI $343.2 million
58 Steelhead Wealth Management Glen Allen, VA $341.9 million
59 Treasure Valley Financial Planning Meridian, ID $336.0 million
60 Pointone Family Office Manhattan Beach, CA $327.1 million
61 Sentinel Advisory Group, LLC Middleton, WI $320.8 million
62 Gibert Wealth Management Charlotte, NC $316.0 million
63 N10° Assets Greenwich, CT $306.9 million
64 Mardin Capital Group Rye, NH $306.2 million
65 Rockwall Wealth Management Rockwall, TX $305.5 million
66 Veneroso Wealth Management Woodbury, NY $298.8 million
67 345 Investment Advisory, LLC Scottsdale, AZ $295.1 million
68 MDT Financial Advisors, LLC Webster, TX $294.0 million
69 Exceptional Wealth & Family Office Colorado Springs, CO $292.2 million
70 Neu Wealth Group New Albany, OH $291.8 million
71 Oak Harbor Wealth Partners Raleigh, NC $288.4 million
72 Factorpoint Planning, LLC Pittsford, NY $287.9 million
73 Synchronous Wealth Advisors LLC Solvang, CA $286.1 million
74 Willow Creek Capital Management, Inc. Missoula, MT $280.0 million
75 Arg Private Wealth, LLC Cincinnati, OH $280.0 million
76 Tailored Wealth Solutions Saratoga Springs, NY $271.8 million
77 Arsenal Capital Advisors LLC Conshohocken, PA $267.1 million
78 Lionhunter Capital Management LLC New York, NY $266.8 million
79 JC Capital Advisors Group LLC Stamford, CT $263.0 million
80 Private Wealth Consulting, LLC Kansas City, MO $259.3 million
81 Revel Wealth Management Elmwood Park, NJ $258.9 million
82 Tingey Financial Group Inc. Salt Lake City, UT $257.0 million
83 Certis Capital Management, Inc. Santa Barbara, CA $255.9 million
84 Principled Wealth Advisors, LLC Covington, KY $252.1 million
85 Liberty Forge LLC Boston, MA $250.8 million
86 Mwa Investments, LLC White Stone, VA $250.4 million
87 Vandalia Wealth Charleston, WV $249.6 million
88 Northill Aims, LLC Richardson, TX $249.5 million
89 Northern Edge Wealth Management Marquette, MI $246.9 million
90 Tenet Wealth Partners, LLC Champaign, IL $246.9 million
91 McKinney Capital Management Houston, TX $246.1 million
92 Exit Wealth Advisors Alpharetta, GA $243.2 million
93 Capstone Wealth Management Group, Inc. Bend, OR $243.0 million
94 Heritage Haus Wealth Partners LLC New Braunfels, TX $241.1 million
95 Kaiyo Wealth LLC San Diego, CA $240.1 million
96 Awaken Wealth Partners LLC Houston, TX $237.3 million
97 A3 Capital Advisors Houston, TX $236.8 million
98 R2 Wealth Management Partners Lincoln, NE $236.0 million
99 R.I.T. Wealth Advisors San Luis Obispo, CA $235.4 million
100 Rosenberg Wealth Advisors Birmingham, MI $231.0 million

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

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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.