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
260 Patriot Investment Management Knoxville, Tenn. 1,906.86 13.04 % 1.22 14.78 %-1.52 % 261 Blue Chip Partners Farmington Hills, Mich. 1,877.19 21.04 % 1.90 9.04 % 11.01 % 262 Sovran Advisors San Diego, Calif. 1,874.35 43.23 % 0.62 133.94 %-38.78 % 263 Austin Asset Austin, Texas 1,871.76 12.33 % 4.18 14.34 %-1.75 % 264 Private Advisory Lehi, Utah 1,860.46 39.96 % 2.70 13.59 % 23.21 % 265 Azzad Asset Management Falls Church, Va. 1,837.19 13.68 % 1.19 11.84 % 1.65 % 266 Berman McAleer Timonium, Md. 1,821.80 12.07 % 6.05 6.12 % 5.61 % 267 Financial Synergies Wealth Advisors Houston, Texas 1,811.30 15.64 % 1.93 3.31 % 11.93 % 268 Versant Capital Management Phoenix, Ariz. 1,810.75 46.14 % 3.48 51.47 %-3.52 % 269 Altfest Personal Wealth Management New York, N. Y. 1,798.32 10.16 % 2.90 4.83 % 5.08 % 270 TFC Financial Management Boston, Mass. 1,780.83 15.82 % 4.26 14.16 % 1.46 % 271 Willis Johnson Wealth Houston, Texas 1,763.70 33.38 % 3.09 18.17 % 12.87 % 272 R | W Investment Management Eagle, Idaho 1,731.70 12.96 % 3.06 15.36 %-2.08 % 273 Catalyst Financial Partners Boston, Mass. 1,722.30 68.54 % 4.69 50.63 % 11.89 % 274 Rothschild Wealth Partners Oak Brook, Ill. 1,697.51 N / A 0.59 N / A 19.32 % 275 Petredis Investment Advisors Warrendale, Pa. 1,686.98 20.10 % 3.12 18.99 % 0.93 % 276 Lee Financial Dallas, Texas 1,682.47 12.42 % 3.79 9.38 % 2.78 % 277 Weatherly Asset Management Del Mar, Calif. 1,677.95 14.18 % 4.40 11.79 % 2.14 % 278 Patton Albertson Miller Group Chattanooga, Tenn. 1,677.77 6.71 % 2.54 1.38 % 5.25 % 279 Tom Johnson Investment Management Oklahoma City, Okla. 1,632.59 0.23 % 9.33-8.36 % 9.38 % 280 Fortis Capital Advisors Prairie Village, Kan. 1,615.58 33.28 % 0.74 15.04 % 15.85 % 281 Financial Plan Bellingham, Wash. 1,604.66 30.41 % 1.58 23.86 % 5.28 % 282 Naviter Wealth Little Rock, Ark. 1,601.90 3.08 % 7.81-8.99 % 13.26 % 283 Rollins Financial Advisors Atlanta, Ga. 1,589.30 14.98 % 1.61 14.63 % 0.30 % 284 Petersen Hastings Wealth Advisors Kennewick, Wash. 1,576.83 23.37 % 1.23 9.11 % 13.07 % 285 Brandywine Oak Private Wealth Kenentt Square, Pa. 1,571.77 11.85 % 3.21 9.11 % 2.51 % 286 Astra Wealth Management Group Plano, Texas 1,567.81 20.33 % 1.63 11.22 % 8.19 % 287 MJP Wealth Advisors Farmington, Conn. 1,561.80 18.40 % 1.83 15.22 % 2.76 % 288 Burton Enright Welch Walnut Creek, Calif. 1,553.06 24.66 % 2.48 18.28 % 5.40 % 289 Falcon Wealth Planning Ontario, Calif. 1,552.68 33.91 % 0.81 0.31 % 33.50 % 290 Pekin Hardy Strauss Chicago, Ill. 1,551.74 35.63 % 2.11 30.65 % 3.81 % 291 Regatta Capital Group El Segundo, Calif. 1,551.65 13.38 % 1.33 9.49 % 3.56 % 292 TritonPoint Wealth Chevy Chase, Md. 1,549.52 0.43 % 3.91-11.23 % 13.14 % 293 Kings Path Partners Sugar Land, Texas 1,528.74 21.50 % 8.54 13.35 % 7.19 % 294 Allen Capital Group Grand Island, Neb. 1,501.56 50.39 % 0.66 41.01 % 6.65 % 295 Tower Bridge Advisors West Conshohocken, Pa. 1,494.27 13.43 % 3.83 7.90 % 5.12 % 296 Destiny Wealth Partners Tavares, Fla. 1,493.26 30.57 % 1.49 25.62 % 3.94 % 297 Retirement Investment Advisors Oklahoma City, Okla. 1,489.75 17.46 % 1.04 13.36 % 3.62 % 298 Archford Swansea, Ill. 1,489.12 16.43 % 1.94 7.02 % 8.79 % 299 Apriem Advisors Irvine, Calif. 1,486.38 20.93 % 1.39 9.09 % 10.85 % 300 HORAN Wealth Cincinnati, Ohio 1,470.00 38.29 % 1.02 14.89 % 20.37 % 301 Sargent Investment Group Bethesda, Md. 1,466.79 20.15 % 3.53 15.23 % 4.27 % 302 CJM Wealth Advisers Falls Church, Va. 1,466.18 14.08 % 1.68 11.74 % 2.10 % 303 Pinkerton Wealth Coeur DAlene, Idaho 1,439.08 14.78 % 1.14 4.77 % 9.55 % 304 Wingate Wealth Advisors Lexington, Mass. 1,415.30 6.82 % 2.64 6.62 % 0.19 % 305 Fiduciary Financial Advisors Grand Rapids, Mich. 1,408.92 20.63 % 0.70 46.89 %-17.88 % 306 Claro Advisors Boston, Mass. 1,407.66 9.63 % 1.25-2.47 % 12.41 % 307 Ellsworth Advisors Hudson, Ohio 1,406.46 18.65 % 0.49 14.41 % 3.70 % 308 Acorn Financial Advisory Services Reston, Va. 1,398.64 13.29 % 2.35-6.13 % 20.69 % 309 JL Bainbridge & Co. Sarasota, Fla. 1,371.16 14.13 % 1.61 14.13 % 0.00 % 310 Next Level Private Harrison, N. Y. 1,369.97 29.88 % 1.69 6.95 % 21.44 % 311 Sheets Smith Wealth Management Winston-Salem, N. C. 1,365.13 9.71 % 3.23 6.59 % 2.92 %
* 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 | 35