Wednesday, October 21, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
IN SpaceX’s AI segment now drives more than half its revenue. Here’s what advisors should watch nextFP Why AI might recommend your competitor instead of youFP Why clients are choosing phased retirement — and what advisors should know4K SPARK Forum Offering Scholarships for Retirement Plan AdvisorsFP What Schwab's new ETF platform fees mean for clients, advisorsWM RIA Platform Leaders Ask ‘What’s the Advantage in Having Your Own Form ADV?’IN Fake e-vite phishing scams put high-net-worth clients at riskRB Rick Wurster says Schwab is tackling its forced rationing of long/short SMAs with proprietary 'offering' to stretch balance sheet, but it may be more about a fee upside, a long/short manager saysIN Fintech bytes: 55ip, Vise, Syntax push tax-smart tools for RIAsWM $20B Modera Wealth Management Launches AI Operating Platform

ADVSR Rankings

The advisors, teams and firms setting the pace in wealth management. Every nominee is checked against their public CRD record, every rank comes from a formula we publish in full, and no one pays to be considered.

The ADVSR Top 500

America's 500 strongest wealth advisors, ranked by the ADVSR Open Score from verified nominations, with lists by state and by channel.

First edition March 2027. Nominations are open now.

Nominate an advisorHow the score works
The ADVSR Open Score Every ranked list uses the same 100 points, published in full.
  • 35 Assets served
  • 15 Growth
  • 15 Experience
  • 10 Client retention
  • 10 Credentials and team
  • 15 Editors’ review

A clean BrokerCheck record is required to be listed at all. Investment performance is never scored.

The Wealth Manager database

Open the database

Every SEC-registered wealth management firm, 8,915 of them, ranked by assets and searchable by size, ownership, custodian, broker-dealer and state. From each firm’s own Form ADV.

The ADVSR lists

Nominate

  1. Women Who Run Wealth

    The 100 women advisors and founders building the strongest practices, ranked by the ADVSR Open Score, plus the executives who run the firms, from verified nominations.

    • Advisors Women advisors leading client practices.
    • Founders Women who founded a firm or led a team out to independence.
    • Executives Women who run wealth firms, platforms and divisions. Chosen by editors, listed alphabetically.

    Women with five or more years since first registration, in one of three sectionsMethodology

    First editionMay 2027Up to 100 honorees, by state and channelNominations are open now.Nominate

  2. ADVSR Top Teams

    The 250 strongest wealth management teams, ranked by the ADVSR Open Score and split by channel and state, from verified nominations.

    A team of two or more, led by an advisor with seven or more years since first registrationMethodology

    First editionJanuary 2027Up to 250 teams, by state and channelNominations are open now.Nominate

  3. Rising Advisors

    The 100 advisors in the first ten years of their careers building the strongest practices, ranked by the ADVSR Open Score from verified nominations.

    Three to ten years since first registrationMethodology

    First editionAugust 2027Up to 100 honorees, by state and channelNominations are open now.Nominate

Release calendar

  1. ADVSR Top Teams
  2. The ADVSR Top 500
  3. Women Who Run Wealth
  4. Rising Advisors

Planned months until each date is confirmed. Honorees hear from us before a list publishes and can decline.

From the data

Advisor profiles

  1. Breakaway Teams of 2026

    The largest advisor teams to leave a wirehouse, regional or bank-owned firm for independence this year, by the client assets reported at the time of the move.

    The Financial ADVSR Moves trackerMethodology

    No. 1Latigo Peak Partners$19BData as of October 21, 2026

  2. Top Recruiting Firms

    The firms that recruited the most advisor assets this year, net of the assets they lost, as reported in the press.

    The Financial ADVSR Moves trackerMethodology

    No. 1Latigo Peak Partners$19B netData as of October 21, 2026

  3. Fastest-Growing RIAs

    Independent wealth management RIAs that started the year with $1 billion or more, ranked by growth in regulatory assets between their last two annual Form ADV updates.

    SEC Form ADV filingsMethodology

    No. 1Arax Advisory Partners+303%Data as of October 1, 2026

  4. Largest Independent RIAs

    The 100 largest independent wealth management RIAs by regulatory assets under management, from each firm's latest Form ADV.

    SEC Form ADV filingsMethodology

    No. 1Fisher Investments$387BData as of October 1, 2026

The terms behind every list

No one pays to be considered for or included in an ADVSR ranking. Financial ADVSR does not charge nominees, honorees or their firms, and inclusion is not tied to advertising.

Data lists are computed from the Financial ADVSR Moves tracker and from SEC Form ADV filings (see our data). The ADVSR lists name only advisors who were nominated, whose CRD records our editors checked on FINRA BrokerCheck and the SEC’s adviser search, and who agreed to be considered, ranked by the published ADVSR Open Score. Rankings describe what each list measures, nothing more: they are not recommendations and don’t say which advisor or firm suits anyone.