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RIA movers: June 30, 2026 to October 1, 2026
The headline figures, attributable lines, a chart and the data behind them. The full report is at financialadvsr.com/rias/movers.
- RIAs tracked
- 1,105 $1 billion+ independent wealth managers
- Filed new figures
- 42
- Biggest gain
- Private Advisor Group, LLC +$13B
- New to $1B+
- 15
Key findings
- 42 of the 1,105 independent wealth management RIAs with $1 billion or more filed updated Form ADV figures between June 30, 2026 and October 1, 2026.
- Private Advisor Group, LLC added the most regulatory assets, $13B, to $58B, followed by Savant Wealth Management (+$6.0B).
- Intellectus Partners, LLC grew fastest among them, up 90% to $3.0B.
- 15 firms crossed $1 billion for the first time on our list.
Lines you can use
Private Advisor Group, LLC added $13B in regulatory assets between June 30, 2026 and October 1, 2026, the most of any independent wealth management RIA, according to Financial ADVSR’s analysis of SEC Form ADV filings.
Largest gains in regulatory assets
Downloads
- The full report, with every figure and the underlying list
How we counted
From the SEC’s monthly list of registered investment advisers (Form ADV). Independent wealth managers are SEC-registered advisers based in the US whose individual and high-net-worth clients hold at least half of regulatory assets, that offer financial planning and aren’t part of a broker-dealer. Changes compare each firm’s latest filing with the one on the previous month’s list; firms whose filing didn’t change are left out.
Questions or a quote from the editors: news@financialadvsr.com.
Cite this
Financial ADVSR, “RIA movers: June 30, 2026 to October 1, 2026,” updated October 1, 2026, https://www.financialadvsr.com/rias/movers