ADVSR Rankings

Largest Independent RIAs

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

Ranked by: Regulatory assets under management (Form ADV Item 5.F)
Data as of: October 1, 2026
Period: each firm's latest Form ADV
Source: SEC Form ADV filings. Methodology

Rank	Firm	Regulatory AUM	Individual clients	Employees	Headquarters
1	Fisher Investments	$387B	199,061	4,369	Plano, TX
2	Vanguard Advisers, Inc.	$345B	791,495	2,208	Malvern, PA
3	Edelman Financial Engines	$326B	477,170	1,679	Santa Clara, CA
4	Creative Planning	$296B	87,051	1,650	Overland Park, KS
5	Hightower Advisors, LLC	$199B	62,807	1,983	Chicago, IL
6	Empower Advisory Group, LLC	$195B	293,347	8,051	Greenwood Village, CO
7	Focus Partners Wealth, LLC	$182B	61,002	1,915	St. Louis, MO
8	Corient	$165B	25,963	1,537	Miami, FL
9	Cerity Partners LLC	$162B	24,945	1,529	New York, NY
10	Mariner	$125B	54,583	1,889	Overland Park, KS
11	Wealth Enhancement Advisory Services, LLC	$122B	80,986	1,700	Plymouth, MN
12	Pathstone	$110B	1,979	704	Englewood, NJ
13	Mercer Global Advisors Inc.	$84B	35,044	1,429	Denver, CO
14	Kestra Advisory Services, LLC	$80B	115,285	1,359	Austin, TX
15	Cresset Asset Management, LLC	$79B	4,746	496	Chicago, IL
16	CIBC Private Wealth Advisors, Inc.	$68B	8,083	610	Chicago, IL
17	Private Advisor Group, LLC	$58B	166,623	930	Morristown, NJ
18	IEQ Capital, LLC	$57B	2,300	266	Foster City, CA
19	Savant Wealth Management	$56B	23,288	659	Rockford, IL
20	Beacon Pointe Advisors, LLC	$55B	29,565	780	Newport Beach, CA
21	MAI Capital Management, LLC	$52B	15,740	562	Cleveland, OH
22	CWM, LLC	$51B	52,263	1,416	Omaha, NE
23	Moneta Group Investment Advisors, LLC	$51B	8,840	585	St. Louis, MO
24	SCS Capital Management LLC	$49B	491	213	Boston, MA
25	EP Wealth Advisors	$45B	19,618	618	Torrance, CA
26	Lido	$43B	13,043	437	LOS Angeles, CA
27	Focus Advisor Solutions, LLC	$41B	33,235	309	St. Louis, MO
28	Rockefeller Capital Management	$37B	5,931	602	New York, NY
29	BBR Partners, LLC	$36B	203	175	New York, NY
30	Wealthspire Advisors	$34B	9,736	397	New York, NY
31	Clearstead; Clearstead Advisory Solutions	$34B	4,311	280	Cleveland, OH
32	Sequoia Financial Group, L.L.C.	$32B	11,064	424	Akron, OH
33	Goldman Sachs Wealth Services, L.P.	$32B	115,350	1,923	Cohoes, NY
34	Tiedemann Advisors, LLC	$31B	407	182	New York, NY
35	HB Wealth	$30B	4,808	325	Atlanta, GA
36	Waverly Advisors, LLC	$30B	12,923	414	Birmingham, AL
37	Silvercrest Asset Management Group LLC	$28B	1,081	175	New York, NY
38	Plante Moran Financial Advisors	$27B	3,988	144	Southfield, MI
39	Arax Advisory Partners	$27B	15,155	361	New York, NY
40	1919 Investment Counsel, LLC	$26B	4,866	131	Baltimore, MD
41	United Capital Financial Advisors	$25B	24,837	289	Irving, TX
42	Integrated Wealth Concepts LLC	$24B	29,187	493	Waltham, MA
43	Oxford Financial Group, LTD	$23B	589	156	Carmel, IN
44	Jordan Park Group LLC	$23B	163	153	SAN Francisco, CA
45	Johnson Investment Counsel, Inc.	$23B	5,251	164	Cincinnati, OH
46	Seia	$23B	9,520	241	LOS Angeles, CA
47	Baker Street Advisors, LLC	$21B	504	63	SAN Francisco, CA
48	Summit Trail Advisors, LLC	$20B	639	94	New York, NY
49	RWA Wealth Partners	$20B	5,951	178	Boston, MA
50	Choreo, LLC	$19B	6,794	232	Rockford, IL
51	Brighton Jones LLC	$19B	3,585	316	Seattle, WA
52	Comprehensive Financial Management LLC	$19B	13	38	LOS Gatos, CA
53	Aspiriant, LLC	$18B	2,310	218	LOS Angeles, CA
54	WE Family Offices	$18B	112	65	Coral Gables, FL
55	Modera Wealth Management, LLC	$18B	5,918	238	Westwood, NJ
56	Mission Wealth Management, LP	$17B	5,299	220	Santa Barbara, CA
57	Citizens Private Wealth	$17B	2,465	214	Tarrytown, NY
58	Independent Financial Partners	$16B	52,539	328	Tampa, FL
59	Mycio Wealth Partners, LLC	$16B	923	67	Philadelphia, PA
60	Evercore Wealth Management, LLC	$16B	731	97	New York, NY
61	Osaic Advisory Services, LLC	$15B	29,516	2,180	Atlanta, GA
62	Ballentine Partners	$15B	342	125	Waltham, MA
63	CW Advisors, LLC	$15B	6,426	152	Boston, MA
64	CV Advisors LLC	$15B	145	82	Aventura, FL
65	Freestone Capital Management, LLC	$15B	2,906	120	Seattle, WA
66	Aptus Capital Advisors, LLC	$14B	12,693	40	Fairhope, AL
67	Circle Wealth Management, LLC	$14B	349	23	Summit, NJ
68	Coldstream Wealth Management	$14B	4,199	207	Bellevue, WA
69	Sapient Capital LLC	$14B	980	59	Indianapolis, IN
70	Ameritas Advisory Services, LLC	$14B	29,363	797	Lincoln, NE
71	Kestra Private Wealth Services, LLC	$13B	19,977	211	Austin, TX
72	The Mather Group, LLC	$13B	4,773	186	Chicago, IL
73	Alphacore Capital LLC	$13B	3,985	124	La Jolla, CA
74	Valeo Financial Advisors, LLC	$13B	3,021	178	Carmel, IN
75	Loring, Wolcott & Coolidge Fiduciary Advisors, LLP	$13B	3,214	109	Boston, MA
76	The Caprock Group, LLC	$12B	420	67	Boise, ID
77	Williams Jones Wealth Management, LLC	$12B	1,517	52	New York, NY
78	Advisors Capital Management, LLC	$12B	17,842	103	Ridgewood, NJ
79	LNW	$12B	1,079	169	Seattle, WA
80	Soltis Investment Advisors, LLC	$12B	5,113	121	St. George, UT
81	Forvis Mazars Wealth Advisors, LLC	$12B	4,329	124	Springfield, MO
82	Hub Investment Partners, LLC	$12B	5,446	172	Austin, TX
83	Curi Capital, LLC	$12B	2,865	180	Chicago, IL
84	Apollon Wealth Management, LLC	$12B	8,310	199	Mount Pleasant, SC
85	Perigon Wealth Management, LLC	$11B	5,421	159	SAN Francisco, CA
86	Apella Wealth	$11B	8,139	179	West Hartford, CT
87	Pure Financial Advisors, LLC	$11B	7,503	204	SAN Diego, CA
88	Modern Wealth Management, LLC	$11B	11,524	253	Kansas City, MO
89	Ferguson Wellman Capital Management, Inc.	$11B	951	68	Portland, OR
90	Plancorp, LLC	$11B	2,251	112	Saint Louis, MO
91	Great Valley Advisor Group, LLC	$11B	36,836	325	Berwyn, PA
92	Parallel Advisors, LLC	$10B	4,169	137	SAN Francisco, CA
93	Bartlett & Co. Wealth Management LLC	$10B	2,133	84	Cincinnati, OH
94	Cary Street Partners	$10B	6,641	182	Richmond, VA
95	Tocqueville Asset Management LP	$10B	1,159	73	New York, NY
96	Callan Family Office, LLC	$10B	170	49	Radnor, PA
97	Foundations Investment Advisors LLC	$10B	29,615	353	Phoenix, AZ
98	Openarc Corporate Advisory, LLC	$10B	3,841	146	Atlanta, GA
99	Fiduciary Counselling Inc	$10B	1,645	87	St Paul, MN
100	Choate Investment Advisors	$10B	614	34	Boston, MA