GROWTH RANK |
FIRM NAME |
LOCATION |
2025 CLIENTS |
YEAR END 2025 ASSETS($ MM) |
% GROWTH IN ASSETS( 2024-2025) |
% GROWTH IN ASSETS PER CLIENT |
1 |
Arax Advisory Partners |
Denver, Colo. |
7,305 |
11,304.03 |
302.98 % |
48.50 % |
2 |
AlphaCore Wealth Advisory |
La Jolla, Calif. |
3,372 |
9,028.61 |
200.63 % |
29.90 % |
3 |
Elevation Point |
Denver, Colo. |
2,896 |
6,300.43 |
158.75 % |
49.84 % |
4 |
Ashton Thomas Private Wealth |
Scottsdale, Ariz. |
3,326 |
7,437.00 |
157.19 % |
97.96 % |
5 |
MAI Capital Management † |
Cleveland, Ohio |
15,227 |
68,573.13 |
133.54 % |
90.35 % |
6 |
Maridea Wealth Management |
Brooklyn, N. Y. |
1,000 |
958.72 |
104.32 % |
2.16 % |
7 |
Focus Partners Wealth |
St. Louis, Mo. |
62,466 |
181,862.00 |
89.66 % |
6.26 % |
8 |
Waverly Advisors |
Birmingham, Ala. |
13,689 |
29,781.07 |
84.63 % |
36.02 % |
9 |
Gateway Wealth Partners |
Appleton, Wis. |
7,380 |
2,278.84 |
82.34 % |
1.82 % |
10 |
Coastal Bridge Advisors |
Westport, Conn. |
1,997 |
5,020.88 |
78.38 % |
-73.47% |
11 |
Beacon Pointe Advisors |
Newport Beach, Calif. |
29,892 |
54,872.53 |
75.42 % |
29.11 % |
12 |
Greenspring Advisors |
Towson, Md. |
1,837 |
6,464.38 |
71.23 % |
13.53 % |
13 |
Empirical Asset Management |
Wellesley, Mass. |
475 |
559.57 |
70.25 % |
43.37 % |
14 |
Catalyst Financial Partners |
Boston, Mass. |
367 |
1,722.30 |
68.54 % |
50.63 % |
15 |
Brooklyn Fi |
Brooklyn, N. Y. |
480 |
563.10 |
65.13 % |
30.73 % |
16 |
CW Advisors |
Boston, Mass. |
6,543 |
15,224.53 |
63.67 % |
-17.55% |
17 |
HB Wealth |
Atlanta, Ga. |
5,147 |
30,158.40 |
62.22 % |
33.54 % |
18 |
Compound Planning |
New York, N. Y. |
2,921 |
4,848.63 |
60.27 % |
29.05 % |
19 |
Stenger Family Office |
Naperville, Ill. |
833 |
628.13 |
59.73 % |
15.05 % |
20 |
OneSeven |
Beachwood, Ohio |
5,468 |
7,717.77 |
59.18 % |
82.79 % |
21 |
Aprio Wealth Management |
Atlanta, Ga. |
1,699 |
4,154.84 |
57.67 % |
-22.14% |
22 |
Kingswood Wealth Advisors |
San Diego, Calif. |
12,273 |
3,800.73 |
53.82 % |
13.49 % |
23 |
Callan Family Office |
Radnor, Pa. |
73 |
10,208.82 |
53.07 % |
19.52 % |
24 |
Bellwether Wealth |
Lincoln, Neb. |
503 |
784.02 |
51.94 % |
34.72 % |
25 |
Rather & Kittrell |
Knoxville, Tenn. |
1,111 |
2,252.30 |
51.05 % |
54.17 % |
26 |
Allen Capital Group |
Grand Island, Neb. |
2,261 |
1,501.56 |
50.39 % |
41.01 % |
27 |
Pure Financial Advisors § |
San Diego, Calif. |
7,482 |
11,054.06 |
50.35 % |
25.65 % |
28 |
Cresset |
Chicago, Ill. |
4,264 |
78,936.26 |
50.34 % |
7.92 % |
29 |
Elm Wealth |
Philadelphia, Pa. |
655 |
3,018.20 |
49.46 % |
10.21 % |
30 |
MATAURO |
New York, N. Y. |
877 |
1,047.28 |
48.95 % |
36.73 % |
31 |
Sax Wealth Advisors |
Parsippany, N. J. |
1,946 |
3,596.08 |
47.33 % |
-8.77% |
32 |
Colter Lewis Investment Partners |
Greenwich, Conn. |
130 |
3,411.56 |
46.99 % |
28.90 % |
33 |
Lido Advisors |
Los Angeles, Calif. |
13,800 |
42,504.97 |
46.16 % |
-5.58% |
34 |
Versant Capital Management |
Phoenix, Ariz. |
521 |
1,810.75 |
46.14 % |
51.47 % |
35 |
ARQ Wealth Advisors |
Scottsdale, Ariz. |
492 |
738.86 |
45.94 % |
9.75 % |
36 |
Carnegie Investment Counsel |
Pepper Pike, Ohio |
3,281 |
7,513.19 |
45.78 % |
22.10 % |
37 |
Wedmont Private Capital |
West Chester, Pa. |
425 |
3,440.71 |
45.13 % |
9.95 % |
38 |
Fiducient Advisors |
Chicago, Ill. |
689 |
97,541.53 |
44.21 % |
39.60 % |
39 |
Sovran Advisors |
San Diego, Calif. |
3,000 |
1,874.35 |
43.23 % |
133.94 % |
40 |
United Capital Financial Advisors |
Irving, Texas |
25,670 |
24,646.77 |
43.20 % |
27.37 % |
41 |
Angeles Wealth Management |
Santa Monica, Calif. |
209 |
2,800.00 |
41.20 % |
9.45 % |
42 |
Walkner Condon Financial Advisors |
Madison, Wis. |
800 |
1,031.18 |
40.71 % |
14.33 % |
43 |
MCF Advisors |
Lexington, Ky. |
1,776 |
4,684.53 |
40.70 % |
-18.00% |
44 |
Foundations Investment Advisors |
Phoenix, Ariz. |
29,663 |
10,097.72 |
40.55 % |
19.24 % |
45 |
Axxcess Wealth Management |
Carlsbad, Calif. |
10,357 |
8,878.80 |
40.28 % |
18.19 % |
46 |
Mercer Advisors |
Denver, Colo. |
39,931 |
84,396.89 |
40.06 % |
15.05 % |
47 |
Private Advisory |
Lehi, Utah |
690 |
1,860.46 |
39.96 % |
13.59 % |
48 |
Clearstead Advisors ‡‡ |
Cleveland, Ohio |
5,354 |
33,880.03 |
39.46 % |
24.95 % |
49 |
Covenant Wealth Advisors |
Richmond, Va. |
523 |
909.64 |
39.30 % |
13.73 % |
50 |
Mission Wealth Management |
Santa Barbara, Calif. |
3,716 |
13,912.13 |
38.79 % |
35.65 % |
† 2025 AUM is for MAI Capital Management and Evoke Advisors, a wholly owned, affiliated RIA. § 2025 AUM is as of 2 / 2026. ‡‡ 2025 AUM is as of 1 / 2026. | ||||||