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
% CHANGE IN NO. OF CLIENTS
156 Palisade Capital Management Fort Lee, N. J. 3,862.50-8.60 % 10.94-15.85 % 8.62 % 157 Henssler Financial Kennesaw, Ga. 3,814.46 12.08 % 1.98 4.22 % 7.54 % 158 Matter Family Office St Louis, Mo. 3,811.05 N / A 12.75 N / A-5.08 % 159 Kingswood Wealth Advisors San Diego, Calif. 3,800.73 53.82 % 0.31 13.49 % 35.54 % 160 FAS Wealth Partners § Leawood, Kan. 3,776.01 22.38 % 2.33 13.69 % 7.65 % 161 Howland Capital Boston, Mass. 3,739.99 12.56 % 7.60 7.98 % 4.24 % 162 The Welch Group Mountain Brook, Ala. 3,682.45 14.65 % 2.54 8.00 % 6.15 % 163 Stoker Ostler Wealth Advisors Scottsdale, Ariz. 3,669.76 18.38 % 1.72 11.32 % 6.34 % 164 Sax Wealth Advisors Parsippany, N. J. 3,596.08 47.33 % 1.85-8.77 % 61.49 % 165 Burney Company Reston, Va. 3,588.66 14.66 % 1.85 14.19 % 0.41 % 166 Abacus Wealth Partners Santa Monica, Calif. 3,579.24 9.43 % 2.27 7.34 % 1.94 % 167 Visionary Wealth Advisors O’ Fallon, Ill. 3,539.00 23.85 % 0.84 14.59 % 8.07 % 168 Greenwich Wealth Management Greenwich, Conn. 3,518.61 29.81 % 10.66 13.29 % 14.58 % 169 Morton Wealth Calabasas, Calif. 3,465.65 17.23 % 2.80 12.02 % 4.65 % 170 Donaldson Capital Management Evansville, Ind. 3,464.30 11.87 % 1.93 5.64 % 5.89 % 171 Wedmont Private Capital West Chester, Pa. 3,440.71 45.13 % 8.10 9.95 % 31.99 % 172 Colter Lewis Investment Partners Greenwich, Conn. 3,411.56 46.99 % 26.24 28.90 % 14.04 % 173 Summitry Foster City, Calif. 3,350.46 11.36 % 2.50 1.72 % 9.48 % 174 Schneider Downs Wealth Mgmt. Advisors Pittsburgh, Pa. 3,305.79 13.51 % 4.19 8.76 % 4.37 % 175 Certuity North Palm Beach, Fla. 3,301.61 6.50 % 6.58 3.96 % 2.45 % 176 BLBB Advisors Montgomeryville, Pa. 3,255.40 18.82 % 0.82 7.94 % 10.08 % 177 Vista Capital Partners Portland, Ore. 3,220.70 18.45 % 5.23 9.99 % 7.69 % 178 Principle Wealth Madison, Conn. 3,204.65 20.52 % 4.01 5.46 % 14.29 % 179 Bogart Wealth McLean, Va. 3,190.53 6.74 % 2.21 6.59 % 0.14 % 180 Lutz Financial Omaha, Neb. 3,187.19 22.11 % 3.27 11.10 % 9.91 % 181 Winthrop Wealth Boston, Mass. 3,101.36 19.24 % 1.25 1.75 % 17.19 % 182 Red Door Wealth Management Memphis, Tenn. 3,085.70 22.42 % 3.32 6.74 % 14.69 % 183 1900 Wealth Management San Antonio, Texas 3,071.00 35.40 % 6.41 24.65 % 8.62 % 184 GHP Investment Advisors Denver, Colo. 3,063.63 12.50 % 2.43 6.43 % 5.70 % 185 Certified Advisory Corp Altamonte Springs, Fla. 3,044.54 13.86 % 1.28 12.47 % 1.24 % 186 Obermeyer Wealth Partners Aspen, Colo. 3,034.11 16.46 % 4.33 12.30 % 3.70 % 187 Pittenger & Anderson Lincoln, Neb. 3,034.07-8.37 % 3.30-9.37 % 1.10 % 188 Gibson Capital Wexford, Pa. 3,034.03 15.67 % 14.05 9.78 % 5.37 % 189 Elm Wealth Philadelphia, Pa. 3,018.20 49.46 % 4.61 10.21 % 35.61 % 190 Chesley, Taft & Associates Chicago, Ill. 3,013.51 25.36 % 4.75-22.02 % 60.76 % 191 Baltimore Washington Financial Advisors Columbia, Md. 2,985.58 25.92 % 2.11 10.16 % 14.31 % 192 Fairway Wealth Management Independence, Ohio 2,977.22 14.22 % 9.22 3.61 % 10.24 % 193 Retirement Income Solutions Ann Arbor, Mich. 2,972.36 11.88 % 2.33 11.35 % 0.47 % 194 SFMG Wealth Advisors Plano, Texas 2,956.97 17.12 % 3.19 13.58 % 3.12 % 195 SJS Investment Services Sylvania, Ohio 2,937.12 16.26 % 2.78 9.65 % 6.03 % 196 Foster & Motley Cincinnati, Ohio 2,936.50 15.73 % 3.31 10.52 % 4.72 % 197 Bedel Financial Consulting Indianapolis, Ind. 2,919.79 18.18 % 3.23 13.60 % 4.03 % 198 Berger Financial Group Plymouth, Minn. 2,900.00 16.00 % 0.76-8.42 % 26.67 % 199 Regal Investment Advisors Kentwood, Mich. 2,877.30 17.58 % 0.37 15.11 % 2.15 % 200 Capstone Financial Advisors Downers Grove, Ill. 2,868.07 35.50 % 4.25 30.68 % 3.69 % 201 West Financial Services McLean, Va. 2,836.21 10.16 % 2.94 5.02 % 4.90 % 202 Manchester Capital Management Manchester, Vt. 2,832.80-23.90 % 12.11-17.72 %-7.51 % 203 Angeles Wealth Management Santa Monica, Calif. 2,800.00 41.20 % 13.40 9.45 % 29.01 % 204 Diversified Wilmington, Del. 2,791.13 36.72 % 1.40 17.93 % 15.93 % 205 CFS Investment Advisory Services Totowa, N. J. 2,756.51 16.19 % 4.71 14.20 % 1.74 % 206 Arete Wealth Advisors Chicago, Ill. 2,745.38-12.91 % 0.51-6.45 %-6.90 % 207 RTD Financial Advisors Philadelphia, Pa. 2,724.58 14.40 % 3.25 2.80 % 11.29 %
* 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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