# 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.

As of: 2026-10-02
Address: https://advisoriq.com/ria/rankings/newest/

## Facts

- ranking: Newest independent RIAs
- how_it_is_computed: 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.
- unit: usd
- scope: United States
- firms_listed: 100
- rows: rank: 1, crd: 340506, firm: Evanson Financial, LLC DBA Evanson Asset Management, city: McLean, state: VA, value: 5847124669, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/340506/; rank: 2, crd: 338756, firm: 71 West Capital Partners, city: Boston, state: MA, value: 5505194061, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/338756/; rank: 3, crd: 339969, firm: Gryphon Wealth, city: Jacksonville, state: FL, value: 3244339200, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/339969/; rank: 4, crd: 341584, firm: Beacon Coast Partners, LLC, city: San Francisco, state: CA, value: 2283762064, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/341584/; rank: 5, crd: 339228, firm: Modell Capital Management LLC, city: Bloomfield Hills, state: MI, value: 1884181810, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/339228/; rank: 6, crd: 340830, firm: Evertern Wealth, LLC, city: Naples, state: FL, value: 1564247778, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/340830/; rank: 7, crd: 337753, firm: ACTIV8 Family Office LLC, city: McLean, state: VA, value: 1542366700, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/337753/; rank: 8, crd: 338664, firm: Sharpe Advisors, LLC, city: New York, state: NY, value: 1230400000, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/338664/; rank: 9, crd: 339112, firm: Cohen Capital, city: Chicago, state: IL, value: 1100714851, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/339112/; rank: 10, crd: 340174, firm: Tanara Wealth Management LLC, city: Lehi, state: UT, value: 1093210505, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/340174/; rank: 11, crd: 340200, firm: Stonebridge Financial Group, city: San Rafael, state: CA, value: 895995473, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/340200/; rank: 12, crd: 339742, firm: Sagepoint Capital Partners LLC, city: Franklin, state: TN, value: 888349379, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/339742/; rank: 13, crd: 130143, firm: Pearson Financial Services, city: Dennis, state: MA, value: 885000000, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/130143/; rank: 14, crd: 342220, firm: Broadside Wealth, city: San Francisco, state: CA, value: 874516229, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/342220/; rank: 15, crd: 338362, firm: Jack Creek Partners LLC, city: New York, state: NY, value: 809000000, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/338362/; rank: 16, crd: 341573, firm: TBG-Bedford Group LLC, city: St. Louis, state: MO, value: 758104476, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/341573/; rank: 17, crd: 341913, firm: Intentgen Financial Partners, city: Naperville, state: IL, value: 756604853, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/341913/; rank: 18, crd: 341095, firm: Blue Horizon Equity, Inc., city: Pittsford, state: NY, value: 745938696, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/341095/; rank: 19, crd: 338797, firm: Canby Financial Advisors, city: Framingham, state: MA, value: 729447855, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/338797/; rank: 20, crd: 340877, firm: Woodland Wealth Partners, city: Pepper Pike, state: OH, value: 711911936, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/340877/; rank: 21, crd: 338196, firm: Williams Asset Management, city: Columbia, state: MD, value: 661067873, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/338196/; rank: 22, crd: 340683, firm: Bridgecreek Financial Group, city: Tulsa, state: OK, value: 649946000, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/340683/; rank: 23, crd: 342236, firm: Whiterock Wealth Design, LLC, city: Fayetteville, state: AR, value: 632891285, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/342236/; rank: 24, crd: 338582, firm: Clear Wave Wealth Management, LLC, city: Red Bank, state: NJ, value: 617000000, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/338582/; rank: 25, crd: 340644, firm: Shah Wealth Advisors, city: Chino Hills, state: CA, value: 606152179, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/340644/; rank: 26, crd: 340590, firm: Boden Wealth, city: Lemoyne, state: PA, value: 581810839, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/340590/; rank: 27, crd: 338933, firm: Ocean Path Advisors, LLC, city: Manhattan Beach, state: CA, value: 559523253, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/338933/; rank: 28, crd: 339739, firm: Oldfather Financial Services, city: Kearney, state: NE, value: 556268824, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/339739/; rank: 29, crd: 342013, firm: N10° Wealth, city: Greenwich, state: CT, value: 553113709, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/342013/; rank: 30, crd: 333645, firm: Jet Wealth Advisors, city: La Jolla, state: CA, value: 546543000, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/333645/; rank: 31, crd: 341186, firm: Trillium Wealth LLC, city: Winter Park, state: FL, value: 544636725, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/341186/; rank: 32, crd: 340998, firm: Wealth Intelligently Navigated, LLC, city: Greer, state: SC, value: 532920068, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/340998/; rank: 33, crd: 338799, firm: Leo Wealth Americas, LLC, city: Hurst, state: TX, value: 512279544, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/338799/; rank: 34, crd: 338408, firm: Highbrook Capital Partners, city: Atlanta, state: GA, value: 509064516, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/338408/; rank: 35, crd: 338986, firm: Bellars Harris Wealth Management, city: Virginia Beach, state: VA, value: 505382390, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/338986/; rank: 36, crd: 339321, firm: Prosperity Financial Group, Inc., city: San Ramon, state: CA, value: 502955078, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/339321/; rank: 37, crd: 341748, firm: Lifewise Wealth Advisors, city: Champaign, state: IL, value: 491909807, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/341748/; rank: 38, crd: 340011, firm: Tyler Street Capital, city: Plymouth, state: MA, value: 491523354, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/340011/; rank: 39, crd: 338394, firm: Rail-Splitter Capital Management LLC, city: Winnetka, state: IL, value: 484088810, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/338394/; rank: 40, crd: 342364, firm: Valen Private Capital, LLC., city: Paoli, state: PA, value: 482643221, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/342364/; rank: 41, crd: 337459, firm: 15 Wealth Advisors LLC, city: Mundelein, state: IL, value: 481483347, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/337459/; rank: 42, crd: 338225, firm: Arborstone Financial, LLC, city: Andover, state: MA, value: 476000000, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/338225/; rank: 43, crd: 336722, firm: Axient Investment Advisors LLC, city: Huntsville, state: AL, value: 453990661, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/336722/; rank: 44, crd: 339197, firm: Storen Financial, city: Zionsville, state: IN, value: 438267419, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/339197/; rank: 45, crd: 339322, firm: August Wealth Advisors LLC, city: Westport, state: CT, value: 436607068, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/339322/; rank: 46, crd: 337870, firm: Mauney-Pitt Financial Management, Inc., city: Shelby, state: NC, value: 418000000, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/337870/; rank: 47, crd: 339919, firm: Advisory Solutions Group, city: Plymouth, state: MN, value: 408369935, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/339919/; rank: 48, crd: 341785, firm: Silver Birch Financial LLC, city: Middlebury, state: VT, value: 399474010, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/341785/; rank: 49, crd: 340206, firm: Gravitalix Financial, city: Coral Springs, state: FL, value: 395184367, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/340206/; rank: 50, crd: 153930, firm: Financial Planning Hawaii, Inc., city: Honolulu, state: HI, value: 382363817, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/153930/; rank: 51, crd: 341520, firm: Genoa Wealth, LLC, city: Tampa, state: FL, value: 376694495, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/341520/; rank: 52, crd: 340640, firm: Union Strategic Advisors, city: Blue Ash, state: OH, value: 371608066, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/340640/; rank: 53, crd: 340589, firm: Homage Wealth Group LLC, city: Houston, state: TX, value: 366156549, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/340589/; rank: 54, crd: 338939, firm: Washington Park Capital Management, LLC, city: Portland, state: OR, value: 359458316, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/338939/; rank: 55, crd: 339285, firm: Access Wealth Management, LLC, city: Louisville, state: KY, value: 357683282, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/339285/; rank: 56, crd: 337864, firm: Ahakista Capital LLC, city: not stated, state: not stated, value: 345000000, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/337864/; rank: 57, crd: 339547, firm: Vertrix Wealth Management, LLC, city: Troy, state: MI, value: 343192521, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/339547/; rank: 58, crd: 338410, firm: Steelhead Wealth Management, city: Glen Allen, state: VA, value: 341895056, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/338410/; rank: 59, crd: 341732, firm: Treasure Valley Financial Planning, city: Meridian, state: ID, value: 336024013, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/341732/; rank: 60, crd: 338563, firm: Pointone Family Office, city: Manhattan Beach, state: CA, value: 327091481, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/338563/; rank: 61, crd: 338121, firm: Sentinel Advisory Group, LLC, city: Middleton, state: WI, value: 320751824, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/338121/; rank: 62, crd: 341458, firm: Gibert Wealth Management, city: Charlotte, state: NC, value: 315989002, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/341458/; rank: 63, crd: 342185, firm: N10° Assets, city: Greenwich, state: CT, value: 306876934, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/342185/; rank: 64, crd: 342252, firm: Mardin Capital Group, city: Rye, state: NH, value: 306153730, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/342252/; rank: 65, crd: 339856, firm: Rockwall Wealth Management, city: Rockwall, state: TX, value: 305459947, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/339856/; rank: 66, crd: 342014, firm: Veneroso Wealth Management, city: Woodbury, state: NY, value: 298792338, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/342014/; rank: 67, crd: 342120, firm: 345 Investment Advisory, LLC, city: Scottsdale, state: AZ, value: 295093396, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/342120/; rank: 68, crd: 340925, firm: MDT Financial Advisors, LLC, city: Webster, state: TX, value: 294032544, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/340925/; rank: 69, crd: 340444, firm: Exceptional Wealth & Family Office, city: Colorado Springs, state: CO, value: 292181992, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/340444/; rank: 70, crd: 316673, firm: Neu Wealth Group, city: New Albany, state: OH, value: 291796694, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/316673/; rank: 71, crd: 340213, firm: Oak Harbor Wealth Partners, city: Raleigh, state: NC, value: 288419511, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/340213/; rank: 72, crd: 341229, firm: Factorpoint Planning, LLC, city: Pittsford, state: NY, value: 287933766, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/341229/; rank: 73, crd: 317161, firm: Synchronous Wealth Advisors LLC, city: Solvang, state: CA, value: 286055158, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/317161/; rank: 74, crd: 333911, firm: Willow Creek Capital Management, Inc., city: Missoula, state: MT, value: 280030435, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/333911/; rank: 75, crd: 336183, firm: Arg Private Wealth, LLC, city: Cincinnati, state: OH, value: 279970726, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/336183/; rank: 76, crd: 340266, firm: Tailored Wealth Solutions, city: Saratoga Springs, state: NY, value: 271777434, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/340266/; rank: 77, crd: 325612, firm: Arsenal Capital Advisors LLC, city: Conshohocken, state: PA, value: 267086889, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/325612/; rank: 78, crd: 341117, firm: Lionhunter Capital Management LLC, city: New York, state: NY, value: 266785469, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/341117/; rank: 79, crd: 339298, firm: JC Capital Advisors Group LLC, city: Stamford, state: CT, value: 263019000, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/339298/; rank: 80, crd: 336590, firm: Private Wealth Consulting, LLC, city: Kansas City, state: MO, value: 259339738, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/336590/; rank: 81, crd: 340306, firm: Revel Wealth Management, city: Elmwood Park, state: NJ, value: 258895984, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/340306/; rank: 82, crd: 334198, firm: Tingey Financial Group Inc., city: Salt Lake City, state: UT, value: 257028031, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/334198/; rank: 83, crd: 144290, firm: Certis Capital Management, Inc., city: Santa Barbara, state: CA, value: 255928370, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/144290/; rank: 84, crd: 138143, firm: Principled Wealth Advisors, LLC, city: Covington, state: KY, value: 252109486, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/138143/; rank: 85, crd: 343208, firm: Liberty Forge LLC, city: Boston, state: MA, value: 250802244, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/343208/; rank: 86, crd: 156685, firm: Mwa Investments, LLC, city: White Stone, state: VA, value: 250409031, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/156685/; rank: 87, crd: 340089, firm: Vandalia Wealth, city: Charleston, state: WV, value: 249574253, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/340089/; rank: 88, crd: 339338, firm: Northill Aims, LLC, city: Richardson, state: TX, value: 249477467, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/339338/; rank: 89, crd: 338102, firm: Northern Edge Wealth Management, city: Marquette, state: MI, value: 246928100, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/338102/; rank: 90, crd: 339818, firm: Tenet Wealth Partners, LLC, city: Champaign, state: IL, value: 246867155, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/339818/; rank: 91, crd: 338774, firm: McKinney Capital Management, city: Houston, state: TX, value: 246134643, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/338774/; rank: 92, crd: 332573, firm: Exit Wealth Advisors, city: Alpharetta, state: GA, value: 243222773, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/332573/; rank: 93, crd: 340135, firm: Capstone Wealth Management Group, Inc., city: Bend, state: OR, value: 243000000, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/340135/; rank: 94, crd: 342736, firm: Heritage Haus Wealth Partners LLC, city: New Braunfels, state: TX, value: 241051249, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/342736/; rank: 95, crd: 316431, firm: Kaiyo Wealth LLC, city: San Diego, state: CA, value: 240126229, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/316431/; rank: 96, crd: 341005, firm: Awaken Wealth Partners LLC, city: Houston, state: TX, value: 237266565, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/341005/; rank: 97, crd: 338956, firm: A3 Capital Advisors, city: Houston, state: TX, value: 236845287, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/338956/; rank: 98, crd: 338490, firm: R2 Wealth Management Partners, city: Lincoln, state: NE, value: 236037275, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/338490/; rank: 99, crd: 339934, firm: R.I.T. Wealth Advisors, city: San Luis Obispo, state: CA, value: 235361000, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/339934/; rank: 100, crd: 340471, firm: Rosenberg Wealth Advisors, city: Birmingham, state: MI, value: 230978670, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/340471/

## 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/newest/

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