ADVSR Rankings · Methodology
How the Fastest-Growing RIAs list is built
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
- Source
- SEC Form ADV filings
- Updated
- Refreshed when we rebuild the SEC data
Who qualifies
US-based, SEC-registered investment advisers that manage at least half of their regulatory assets for individuals and high-net-worth individuals, offer financial planning and are not themselves broker-dealers, that filed annual updating amendments for fiscal 2024 and 2025 and reported $1 billion or more in regulatory assets in the fiscal 2024 filing. 877 firms qualified.
How firms are ordered
By the percentage change in regulatory assets under management (Form ADV Item 5.F) between the two annual updates. Regulatory assets include market gains, acquisitions and assets moved in from affiliated advisers as well as new clients, so fast growers are often acquirers or firms that consolidated affiliates into one registration.
Independence
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.
The list measures what this page describes and nothing more. It is not a recommendation of any advisor or firm, says nothing about whether one suits a particular person, and is not based on client reviews or investment performance. See our editorial standards.
Questions
Do advisors or firms pay to be on the Fastest-Growing RIAs 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.
How often is the list updated?
Refreshed when we rebuild the SEC data. The current data date is October 1, 2026.
Can an adviser cite this list in marketing?
Financial ADVSR doesn't give legal or compliance advice. Advisers who cite a third-party ranking under the SEC Marketing Rule generally disclose the ranking's date, the period it covers, who created it and whether compensation was paid. Each list page carries those facts: “Fastest-Growing RIAs” is published by Financial ADVSR, an independent news outlet. Data as of October 1, 2026; period covered: fiscal 2024 to fiscal 2025 Form ADV annual updates. Criteria: percentage growth in regulatory assets under management, fiscal year to fiscal year. No compensation was paid, directly or indirectly, by anyone to be considered for or included in the list. Inclusion is not indicative of future performance or of any client's experience.
How do I correct an entry?
Email the desk through our contact page with the entry and a link to the record that shows the correction. We fix verified errors and note material corrections.