ADVSR Rankings
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.
- Ranked by
- Percentage growth in regulatory assets under management, fiscal year to fiscal year
- Data as of
- October 1, 2026
- Period
- fiscal 2024 to fiscal 2025 Form ADV annual updates
- Source
- SEC Form ADV filings. Methodology
Of 877 independent wealth managers that started fiscal 2024 with $1 billion or more, the median grew +17%. These grew fastest. Growth includes acquisitions and market gains as well as new clients.
| Rank | Firm | Growth | FY2024 AUM | FY2025 AUM | Headquarters |
|---|---|---|---|---|---|
| 1 | Arax Advisory Partners | +303% | $2.8B | $11B | New York, NY |
| 2 | Savvy | +286% | $1.3B | $5.0B | New York, NY |
| 3 | Alphacore Capital LLC | +201% | $3.0B | $9.0B | La Jolla, CA |
| 4 | GC Wealth Management RIA, LLC | +171% | $2.2B | $5.8B | Cambridge, MA |
| 5 | Arkadios Wealth Advisors | +128% | $3.9B | $8.8B | Atlanta, GA |
| 6 | Apella Wealth | +107% | $4.7B | $9.8B | West Hartford, CT |
| 7 | LRI Investments | +98% | $1.4B | $2.8B | Palm Beach Gardens, FL |
| 8 | Root Financial Partners | +94% | $1.1B | $2.1B | Austin, TX |
| 9 | Focus Partners Wealth, LLC | +90% | $96B | $182B | St. Louis, MO |
| 10 | BFC Planning, Inc. | +90% | $2.0B | $3.8B | Cedar Rapids, IA |
| 11 | Legacy Knight MFO, LLC | +89% | $1.5B | $2.8B | Dallas, TX |
| 12 | Waverly Advisors, LLC | +85% | $16B | $30B | Birmingham, AL |
| 13 | Modern Wealth Management, LLC | +77% | $6.1B | $11B | Kansas City, MO |
| 14 | MAI Capital Management, LLC | +76% | $30B | $52B | Cleveland, OH |
| 15 | Greenspring Advisors, LLC | +71% | $3.8B | $6.5B | Towson, MD |
| 16 | New England Private Wealth Advisors, LLC | +70% | $3.0B | $5.1B | Wellesley, MA |
| 17 | NWF Advisory Services Inc | +68% | $3.8B | $6.4B | LOS Angeles, CA |
| 18 | JFG Family Office | +65% | $2.7B | $4.5B | Denver, CO |
| 19 | CW Advisors, LLC | +64% | $9.3B | $15B | Boston, MA |
| 20 | Diversify Wealth Management, LLC | +63% | $2.5B | $4.1B | South Jordan, UT |
| 21 | HB Wealth | +62% | $19B | $30B | Atlanta, GA |
| 22 | Earned Wealth Advisors, LLC | +62% | $1.9B | $3.1B | Walnut Creek, CA |
| 23 | Balefire, LLC | +61% | $1.2B | $2.0B | Dallas, TX |
| 24 | IEQ Capital, LLC | +60% | $35B | $57B | Foster City, CA |
| 25 | Compound Planning, Inc. | +60% | $3.0B | $4.8B | New York, NY |
| 26 | Oneseven | +59% | $4.8B | $7.7B | Beachwood, OH |
| 27 | LNW | +59% | $7.7B | $12B | Seattle, WA |
| 28 | Aprio Wealth Management, LLC | +58% | $2.6B | $4.2B | Atlanta, GA |
| 29 | LCP Institutional, LLC | +57% | $2.0B | $3.2B | Atlanta, GA |
| 30 | BIP Wealth, LLC | +57% | $3.4B | $5.3B | Atlanta, GA |
| 31 | Cetera Planning Partners | +57% | $2.7B | $4.2B | Leawood, KS |
| 32 | Facet | +56% | $3.9B | $6.0B | West Palm Beach, FL |
| 33 | Advocacy Wealth Management, LLC | +56% | $2.1B | $3.2B | Atlanta, GA |
| 34 | CS Planning Corp | +55% | $1.3B | $2.0B | Portland, OR |
| 35 | Stelac Advisory Services LLC | +55% | $4.1B | $6.3B | New York, NY |
| 36 | Kingswood Wealth Advisors, LLC | +54% | $2.5B | $3.8B | SAN Diego, CA |
| 37 | C2 Private Wealth | +54% | $1.2B | $1.8B | Novi, MI |
| 38 | Callan Family Office, LLC | +53% | $6.7B | $10B | Radnor, PA |
| 39 | T. Rowe Price Advisory Services, Inc. | +53% | $3.9B | $5.9B | Owings Mills, MD |
| 40 | A16z Perennial Management, L.P. | +51% | $1.8B | $2.7B | Menlo Park, CA |
| 41 | Caliber Wealth Management, LLC | +51% | $1.2B | $1.8B | Overland Park, KS |
| 42 | Apollon Wealth Management, LLC | +50% | $7.7B | $12B | Mount Pleasant, SC |
| 43 | CWM, LLC | +50% | $34B | $51B | Omaha, NE |
| 44 | Americana Partners, LLC | +50% | $6.1B | $9.1B | Houston, TX |
| 45 | Castle Rock Advisors LLC | +49% | $1.6B | $2.4B | Boston, MA |
| 46 | Elm Wealth | +49% | $2.0B | $3.0B | Philadelphia, PA |
| 47 | Strategic Wealth Group | +48% | $1.0B | $1.5B | Eden Prairie, MN |
| 48 | SAX Wealth Advisors, LLC | +47% | $2.4B | $3.6B | Parsippany, NJ |
| 49 | Krilogy | +47% | $3.5B | $5.2B | St. Louis, MO |
| 50 | Rossmore Private Capital, LLC | +46% | $1.3B | $1.9B | Glastonbury, CT |