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
104 Mayflower Advisors Boston, Mass. 5,815.58 21.68 % 4.76 1.88 % 19.43 % 105 SYM Financial Advisors Winona Lake, Ind. 5,813.23 19.13 % 3.01 7.97 % 10.34 % 106 Bailard Foster City, Calif. 5,806.13-9.28 % 5.12-16.40 % 8.51 % 107 Klingman & Associates New York, N. Y. 5,664.69 17.12 % 8.05 11.97 % 4.61 % 108 TFO Wealth Partners Maumee, Ohio 5,660.89 16.65 % 3.45 13.74 % 2.56 % 109 Allegheny Financial Group Pittsburgh, Pa. 5,593.59 14.06 % 1.41 13.25 % 0.71 % 110 Crescent Grove Advisors Lake Forest, Ill. 5,504.09 10.16 % 14.41 9.88 % 0.26 % 111 Larson Financial Group St. Louis, Mo. 5,481.84 35.93 % 1.04 21.36 % 12.01 % 112 True North Advisors Dallas, Texas 5,422.65 21.09 % 5.50 13.11 % 7.06 % 113 Constellation Wealth Advisors Cincinnati, Ohio 5,400.05 15.84 % 27.98 61.45 %-28.25 % 114 TCI Wealth Advisors Tucson, Ariz. 5,368.06 18.42 % 1.58 11.01 % 6.68 % 115 Alesco Advisors, an ESL Company Pittsford, N. Y. 5,348.82 13.21 % 8.37 5.42 % 7.39 % 116 Stockman Wealth Management Billings, Mont. 5,236.00 3.37 % 3.42-7.50 % 11.74 % 117 GenTrust Miami, Fla. 5,202.07 16.61 % 19.56 6.09 % 9.92 % 118 Moran Wealth Management Naples, Fla. 5,095.82 7.42 % 2.60 11.42 %-3.59 % 119 BakerAvenue Wealth Management San Francisco, Calif. 5,046.04 33.81 % 4.93 21.66 % 9.99 % 120 TFO Family Office Partners Phoenix, Ariz. 5,037.05 20.87 % 16.46 15.34 % 4.79 % 121 Coastal Bridge Advisors Westport, Conn. 5,020.88 78.38 % 2.51-73.47 % 572.39 % 122 Advance Capital Management Southfield, Mich. 4,980.84 10.58 % 0.68 6.89 % 3.45 % 123 Hamilton Capital Columbus, Ohio 4,937.44 12.68 % 1.68 9.96 % 2.48 % 124 Compound Planning New York, N. Y. 4,848.63 60.27 % 1.66 29.05 % 24.19 % 125 Chicago Capital Chicago, Ill. 4,823.33 7.72 % 5.76-2.82 % 10.85 % 126 Sowell Management North Little Rock, Ark. 4,808.16 13.64 % 0.73 12.75 % 0.79 % 127 Mainstay Capital Management Grand Blanc, Mich. 4,802.38 15.24 % 1.42 17.66 %-2.05 % 128 Foster Group West Des Moines, Iowa 4,775.51 34.79 % 2.27 23.56 % 9.09 % 129 IFG Advisory Atlanta, Ga. 4,759.19 19.80 % 0.55 27.60 %-6.11 % 130 JFS Wealth Advisors Hermitage, Pa. 4,729.07 18.08 % 1.84 2.82 % 14.83 % 131 Klingenstein Fields Advisors New York, N. Y. 4,698.83-0.81 % 9.61 3.24 %-3.93 % 132 MCF Advisors Lexington, Ky. 4,684.53 40.70 % 2.64-18.00 % 71.59 % 133 Bragg Financial Advisors Charlotte, N. C. 4,671.12 19.64 % 8.97-9.30 % 31.90 % 134 Baker Tilly Wealth Management Madison, Wis. 4,601.24 3.96 % 6.80-8.48 % 13.59 % 135 Capital Wealth Advisors §§ Naples, Fla. 4,514.47 35.14 % 2.29 17.69 % 14.83 % 136 Clifford Swan Investment Counselors Pasadena, Calif. 4,482.00 8.18 % 4.62 4.61 % 3.41 % 137 Connecticut Wealth Management Farmington, Conn. 4,477.61 20.73 % 2.93 9.76 % 9.99 % 138 Credent Wealth Management Auburn, Ind. 4,464.69 34.71 % 1.07 11.22 % 21.12 % 139 Accredited Investors Wealth Management Edina, Minn. 4,412.89 18.78 % 4.66 13.14 % 4.99 % 140 Prosperity Capital Advisors Westlake, Ohio 4,362.22 18.28 % 0.58 11.20 % 6.37 % 141 Sage Financial Group Conshohocken, Pa. 4,291.84 18.42 % 5.05 14.94 % 3.03 % 142 Quotient Wealth Partners Dallas, Texas 4,289.16 21.16 % 1.97 6.35 % 13.92 % 143 Reynders McVeigh Boston, Mass. 4,227.84 7.95 % 5.64 7.95 % 0.00 % 144 Halbert Hargrove Global Advisors Long Beach, Calif. 4,203.91 19.55 % 4.20 11.06 % 7.64 % 145 Essex Financial Essex, Conn. 4,169.98 10.46 % 1.41 10.61 %-0.13 % 146 Wescott Financial Advisory Group Philadelphia, Pa. 4,155.79 11.56 % 6.93 2.27 % 9.09 % 147 Aprio Wealth Management Atlanta, Ga. 4,154.84 57.67 % 2.45-22.14 % 102.50 % 148 SteelPeak Wealth Woodland Hills, Calif. 4,148.08 20.62 % 1.21 66.27 %-27.46 % 149 Finaccess Advisors Miami, Fla. 4,113.58 2.29 % 40.73 4.32 %-1.94 % 150 Gerber Kawasaki Wealth and Investment Mgmt. Santa Monica, Calif. 4,109.61 28.76 % 0.43 16.60 % 10.43 % 151 Performance Wealth Hinsdale, Ill. 4,092.64 20.83 % 4.34 6.61 % 13.34 % 152 PermCap Investment Office Charleston, S. C. 4,017.55-9.98 % 61.81-36.29 % 41.30 % 153 Team Hewins Foster City, Calif. 3,966.07 15.52 % 7.34 6.75 % 8.22 % 154 Inspire Investing Meridian, Idaho 3,962.23 38.69 % 8.71 N / A N / A
% CHANGE IN NO. OF CLIENTS
155 Wealthcare Capital Management Richmond, Va. 3,928.65 29.62 % 0.69 15.39 % 12.34 %
* 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).
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