Financial ADVSR data · updated monthly from SEC filings
RIA movers
Billion-dollar independent wealth managers whose Form ADV changed between the SEC’s June 30, 2026 and October 1, 2026 lists: the biggest asset gains, the fastest growers, the climbers and the firms new to the list.
42 firms filed updated assets this month. Private Advisor Group, LLC added the most, +$13B to $58B, and 15 firms are new to the $1 billion list.
For reporters: the press kit, with figures and lines you can quote and a chart.
Biggest asset gains
| Firm | Assets now | Change | Rank |
|---|---|---|---|
| Private Advisor Group, LLCMorristown, NJ | $58B | +$13B | 25 → 17 |
| Savant Wealth ManagementRockford, IL | $56B | +$6.0B | 22 → 19 |
| Focus Advisor Solutions, LLCSt. Louis, MO | $41B | +$5.1B | 29 → 27 |
| Integrated Wealth Concepts LLCWaltham, MA | $24B | +$4.7B | 50 → 42 |
| Alphacore Capital LLCLa Jolla, CA | $13B | +$3.9B | 114 → 73 |
| Arax Advisory PartnersNew York, NY | $27B | +$3.3B | 43 → 39 |
| Mission Wealth Management, LPSanta Barbara, CA | $17B | +$3.1B | 69 → 56 |
| Forvis Mazars Wealth Advisors, LLCSpringfield, MO | $12B | +$2.3B | 103 → 81 |
| Prosperity - AN Eisneramper CompanyOwings Mills, MD | $5.0B | +$1.8B | 341 → 218 |
| Plante Moran Financial AdvisorsSouthfield, MI | $27B | +$1.8B | 39 → 38 |
| Ritholtz Wealth ManagementNew York, NY | $9.4B | +$1.7B | 135 → 109 |
| FacetWest Palm Beach, FL | $7.6B | +$1.6B | 174 → 140 |
| Castle Rock Advisors LLCBoston, MA | $3.9B | +$1.5B | 476 → 287 |
| Bluespring Wealth Management, LLCAustin, TX | $5.4B | +$1.4B | 280 → 194 |
| Intellectus Partners, LLCSAN Francisco, CA | $3.0B | +$1.4B | 692 → 361 |
| RFG Advisory, LLCVestavia Hills, AL | $8.0B | +$1.2B | 158 → 132 |
| Citizens Private WealthTarrytown, NY | $17B | +$1.1B | 59 → 57 |
| Confluence Financial PartnersMcMurray, PA | $7.8B | +$973M | 155 → 135 |
| Yale Capital Corp.St. Petersburg, FL | $5.6B | +$696M | 229 → 188 |
| Plancorp, LLCSaint Louis, MO | $11B | +$692M | 100 → 90 |
| Rubinbrown Advisors LLCSt. Louis, MO | $3.9B | +$593M | 327 → 286 |
| Boulay WealthEden Prairie, MN | $3.0B | +$588M | 465 → 357 |
| Mainstay Capital Management, LLCGrand Blanc, MI | $5.3B | +$469M | 232 → 200 |
| Quotient Wealth Partners, LLCDallas, TX | $4.9B | +$302M | 248 → 230 |
| Naviter Wealth, LLCLittle Rock, AR | $1.9B | +$270M | 676 → 594 |
Fastest growers
| Firm | Before | Now | Change |
|---|---|---|---|
| Intellectus Partners, LLCSAN Francisco, CA | $1.6B | $3.0B | +90% |
| Castle Rock Advisors LLCBoston, MA | $2.4B | $3.9B | +62% |
| Prosperity - AN Eisneramper CompanyOwings Mills, MD | $3.2B | $5.0B | +58% |
| Alphacore Capital LLCLa Jolla, CA | $9.0B | $13B | +44% |
| Bluespring Wealth Management, LLCAustin, TX | $4.0B | $5.4B | +35% |
| Private Advisor Group, LLCMorristown, NJ | $44B | $58B | +30% |
| Fortitude Family OfficeScottsdale, AZ | $1.0B | $1.3B | +27% |
| FacetWest Palm Beach, FL | $6.0B | $7.6B | +26% |
| Integrated Wealth Concepts LLCWaltham, MA | $19B | $24B | +25% |
| Boulay WealthEden Prairie, MN | $2.4B | $3.0B | +24% |
| Forvis Mazars Wealth Advisors, LLCSpringfield, MO | $9.8B | $12B | +23% |
| Ritholtz Wealth ManagementNew York, NY | $7.7B | $9.4B | +22% |
| Mission Wealth Management, LPSanta Barbara, CA | $14B | $17B | +22% |
| Bourgeon Capital Management LLCDarien, CT | $1.1B | $1.3B | +20% |
| Rhame & Gorrell Wealth ManagementThe Woodlands, TX | $1.1B | $1.3B | +19% |
New to the $1 billion list
| Firm | Assets | National rank |
|---|---|---|
| Ingalls Investment Management, LLCNew York, NY | $7.8B | #134 |
| Mitchell, McLeod, Pugh & Williams, Inc.Mobile, AL | $2.7B | #420 |
| Xcelsior Advisor Partners LLCScottsdale, AZ | $2.5B | #448 |
| Maridea Wealth ManagementBrooklyn, NY | $2.0B | #564 |
| Evertern Wealth, LLCNaples, FL | $1.6B | #691 |
| Blueprint Financial AdvisorsCharlotte, NC | $1.4B | #781 |
| Elyxium Wealth LLCBeverly Hills, CA | $1.4B | #798 |
| Range Advisory, LLCMcLean, VA | $1.4B | #799 |
| Xypn SapphireBozeman, MT | $1.3B | #876 |
| Sharpe Advisors, LLCNew York, NY | $1.2B | #897 |
| The Pacific Center for Financial ServicesDanville, CA | $1.1B | #1,004 |
| Tanara Wealth Management LLCLehi, UT | $1.1B | #1,007 |
| Foguth Wealth Management, LLC.Brighton, MI | $1.1B | #1,031 |
| Marquette Wealth ManagementMinnetonka, MN | $1.1B | #1,037 |
| Oliver Luxxe Assets LLCGladstone, NJ | $1.0B | #1,104 |
Largest declines
| Firm | Assets now | Change | Rank |
|---|---|---|---|
| Apriem AdvisorsIrvine, CA | $1.5B | −$3M | 744 → 745 |
Questions
Which billion-dollar RIA added the most assets this month?
Private Advisor Group, LLC reported $58B in regulatory assets on its latest Form ADV, up $13B from $44B on the SEC’s previous list (June 30, 2026).
Which RIAs are new to the $1 billion list?
15 independent wealth managers appear on the $1 billion list for the first time this month, led by Ingalls Investment Management, LLC ($7.8B), Mitchell, McLeod, Pugh & Williams, Inc. ($2.7B), Xcelsior Advisor Partners LLC ($2.5B).
How to read this
Each month the SEC republishes its list of registered advisers with every firm’s latest Form ADV answers. We compare it with the previous month’s list and show the firms whose filing changed. Most firms update their assets once a year, in an annual amendment filed within 90 days of their fiscal year-end, so a jump here can reflect a full year of market gains, new clients and acquisitions at once. “New to the list” includes firms that crossed $1 billion, newly registered with the SEC or newly meet our independent-wealth-manager test. Same field and method as The Largest RIAs.