SPONSORED BY
FA’ s 2026 RIA RANKING
&
2025 TOTAL ASSETS RANK
FIRM NAME LOCATION
YEAR END 2025 ASSETS($ MM)
% GROWTH IN ASSETS( 2024-2025)
ASSETS PER CLIENT($ MM)*
% GROWTH IN ASSETS PER CLIENT
52 Caprock Boise, Idaho 12,479.07 22.95 % 28.62 15.06 % 6.86 % 53 Williams Jones Wealth Management New York, N. Y. 12,474.55 7.36 % 7.11 3.26 % 3.97 % 54 LNW ¶¶ Seattle, Wash. 12,183.78-0.01 % 19.28 1.42 %-1.40 % 55 Curi Capital Chicago, Ill. 11,582.60 17.82 % 3.41 10.08 % 7.04 % 56 Heck Capital Advisors Rhinelander, Wis. 11,311.72 16.97 % 9.98 19.76 %-2.33 % 57 Arax Advisory Partners Denver, Colo. 11,304.03 302.98 % 1.55 48.50 % 171.36 % 58 Perigon Wealth Management San Francisco, Calif. 11,294.01 29.60 % 1.95 9.41 % 18.46 % 59 Pure Financial Advisors § San Diego, Calif. 11,054.06 50.35 % 1.48 25.65 % 19.65 % 60 Ferguson Wellman Capital Management Portland, Ore. 10,664.66 18.60 % 9.83 12.15 % 5.75 % 61 Shuster Advisory Group Pasadena, Calif. 10,318.50 30.46 % 23.72 15.76 % 12.69 % 62 Bartlett Wealth Management Cincinnati, Ohio 10,253.06 9.18 % 4.53 8.89 % 0.27 % 63 Cary Street Partners Financial ** Richmond, Va. 10,252.26 24.06 % 1.47 3.88 % 19.43 % 64 Callan Family Office Radnor, Pa. 10,208.82 53.07 % 139.85 19.52 % 28.07 % 65 Conrad Siegel Investment Advisors Harrisburg, Pa. 10,118.59 11.98 % 19.61 7.85 % 3.82 % 66 Foundations Investment Advisors Phoenix, Ariz. 10,097.72 40.55 % 0.34 19.24 % 17.87 % 67 Choate Investment Advisors Boston, Mass. 10,047.92 13.21 % 15.39 13.90 %-0.61 % 68 Welch & Forbes Boston, Mass. 9,903.46 8.07 % 15.26 7.57 % 0.46 % 69 F. L. Putnam Investment Management Company Lynnfield, Mass. 9,715.43 26.24 % 3.18 5.95 % 19.16 % 70 SignatureFD Atlanta, Ga. 9,675.89 20.94 % 5.06 15.12 % 5.05 % 71 Cornerstone Advisors Asset Management Bethlehem, Pa. 9,571.77 15.34 % 19.42 12.76 % 2.28 % 72 Advisors Capital Management Ridgewood, N. J. 9,470.06 27.29 % 0.89 17.68 % 8.16 % 73 Joel Isaacson & Co. New York, N. Y. 9,323.58 15.98 % 7.34 13.52 % 2.17 % 74 Tolleson Wealth Management Dallas, Texas 9,258.00 5.70 % 45.61 4.13 % 1.50 % 75 Procyon §§ Shelton, Conn. 9,204.27 18.46 % 3.02-43.88 % 111.08 % 76 Bradley, Foster & Sargent Hartford, Conn. 9,072.94 18.19 % 4.67 4.88 % 12.70 % 77 AlphaCore Wealth Advisory La Jolla, Calif. 9,028.61 200.63 % 2.68 29.90 % 131.43 % 78 Simon Quick Advisors Morristown, N. J. 9,006.81 34.09 % 8.69 3.83 % 29.14 % 79 Axxcess Wealth Management Carlsbad, Calif. 8,878.80 40.28 % 0.86 18.19 % 18.69 % 80 Robertson Stephens Wealth Management San Francisco, Calif. 8,763.97 22.76 % 2.01-42.09 % 111.98 % 81 Forum Financial Management Lombard, Ill. 8,690.72-3.76 % 1.49-8.81 % 5.53 % 82 SageSpring Wealth Partners Franklin, Tenn. 8,486.11 26.78 % 0.73 N / A N / A 83 Empirical Wealth Management Seattle, Wash. 8,428.97 25.78 % 3.96 41.31 %-10.99 % 84 Plancorp Wealth Management St. Louis, Mo. 8,399.73 15.14 % 5.35 15.88 %-0.63 % 85 Zhang Financial Portage, Mich. 8,370.16 27.83 % 4.03 43.29 %-10.79 % 86 OpenArc Corporate Advisory ‡ Atlanta, Ga. 8,100.00 N / A 2.52 N / A N / A
% CHANGE IN NO. OF CLIENTS
87 Annex Wealth Management Brookfield, Wis. 8,050.02 30.39 % 1.18 16.93 % 11.51 % 88 Crestwood Advisors Boston, Mass. 8,021.46 14.33 % 6.98 14.33 % 0.00 % 89 HBKS Wealth Advisors Erie, Pa. 7,808.98 14.07 % 1.01-7.34 % 23.11 % 90 OneSeven Beachwood, Ohio 7,717.77 59.18 % 1.41 82.79 %-12.92 % 91 Ingalls & Snyder New York, N. Y. 7,715.29 13.46 % 1.73 6.71 % 6.33 % 92 Carnegie Investment Counsel Pepper Pike, Ohio 7,513.19 45.78 % 2.29 22.10 % 19.40 % 93 Ashton Thomas Private Wealth Scottsdale, Ariz. 7,437.00 157.19 % 2.24 97.96 % 29.92 % 94 Badgley Phelps Wealth Managers Seattle, Wash. 7,280.76 23.34 % 5.10-5.09 % 29.96 % 95 Cassaday & Company Mclean, Va. 7,138.78 19.32 % 2.22 16.06 % 2.81 % 96 Northside Capital Management Hood River, Ore. 6,942.21 19.18 % 115.70-16.57 % 42.86 % 97 Confluence Financial Partners McMurray, Pa. 6,836.02 25.34 % 1.40 29.57 %-3.27 % 98 Greenspring Advisors Towson, Md. 6,464.38 71.23 % 3.52 13.53 % 50.82 % 99 Elevation Point Denver, Colo. 6,300.43 158.75 % 2.18 49.84 % 72.69 % 100 Grimes & Company Westborough, Mass. 6,298.76 12.63 % 1.67 11.07 % 1.40 % 101 Kovack Advisors Fort Lauderdale, Fla. 6,279.66 13.48 % 0.47 22.12 %-7.07 % 102 Westmount Partners Los Angeles, Calif. 5,938.14 14.14 % 3.99 15.52 %-1.20 % 103 Index Fund Advisors Irvine, Calif. 5,929.71 11.27 % 2.75 24.49 %-10.62 %
* Average assets per client relationship. ** Cary Street Partners Investment Advisory is the parent company to Cary Street Partners Investment Advisory. † 2025 AUM is for MAI Capital Management and Evoke Advisors, a wholly owned, affiliated RIA. †† AUM is for FMB Wealth Management and FMB Retirement Services. ‡ Firm started in 2025. ‡‡ 2025 AUM is as of 1 / 2026. § 2025 AUM is as of 2 / 2026. §§ 2025 AUM is as of 3 / 2026. ¶ 2025 AUM is as of 4 / 2026. ¶¶ AUM is for Laird Norton Wetherby Wealth Management and LNW Wealth Management( merged December 2025).
JULY / AUGUST 2026 | FINANCIAL ADVISOR MAGAZINE | 29