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)*
312 McIlrath & Eck Arlington, Wash. 1,364.90 28.79 % 1.06 9.49 % 17.63 % 313 Moisand Fitzgerald Tamayo Orlando, Fla. 1,350.22 17.35 % 1.49 14.12 % 2.83 % 314 Virtue Capital Management Brentwood, Tenn. 1,310.52 8.45 % 0.17 6.93 % 1.42 % 315 Biondo Investment Advisors Milford, Pa. 1,292.59 16.83 % 1.13 8.94 % 7.24 % 316 Stansberry Asset Management Westlake, Texas 1,291.27 23.09 % 1.29 16.45 % 5.70 % 317 Chemistry Wealth Management New York, N. Y. 1,264.27 22.33 % 2.27 16.19 % 5.28 % 318 Ullmann Wealth Partners Jacksonville Beach, Fla. 1,254.15 16.73 % 2.34 0.58 % 16.05 % 319 Absher Wealth Management Chapel Hill, N. C. 1,253.50 15.15 % 3.13 15.15 % 0.00 % 320 Opal Wealth Advisors Jericho, N. Y. 1,238.19 20.31 % 1.70 8.61 % 10.77 % 321 Keen Wealth Advisors Overland Park, Kan. 1,233.41 18.48 % 1.19 7.64 % 10.07 % 322 HCM Wealth Advisors Cincinnati, Ohio 1,230.58 13.52 % 1.45 2.16 % 11.11 % 323 Arista Wealth Management Las Vegas, Nev. 1,201.81 16.85 % 2.33-7.16 % 25.85 % 324 Frazier Financial Advisors Columbus, Ohio 1,200.00 34.08 % 2.00 22.91 % 9.09 % 325 Richard Young Advisors Augusta, Ga. 1,195.34 22.93 % 0.62 16.97 % 5.09 % 326 Tobias Financial Advisors Plantation, Fla. 1,191.00 33.52 % 3.10 21.70 % 9.71 % 327 DiNuzzo Private Wealth Beaver, Pa. 1,177.33 16.23 % 1.46 16.52 %-0.25 % 328 Deerfield Financial Advisors Indianapolis, Ind. 1,176.25 22.69 % 3.55-24.76 % 63.05 % 329 Brand Asset Management Group Chesterfield, Mo. 1,174.40 26.23 % 3.36 9.64 % 15.13 % 330 StraightLine Group Troy, Mich. 1,170.38 5.76 % 0.49 27.81 %-17.25 % 331 Woodard & Company Asset Mgmt. Group Bermuda Run, N. C. 1,167.00 12.32 % 0.64 13.56 %-1.09 % 332 Great Lakes Retirement Sheffield Village, Ohio 1,163.78 20.89 % 0.70 27.99 %-5.55 % 333 Lake Street Private Wealth Chicago, Ill. 1,158.68 20.47 % 1.88 0.72 % 19.61 % 334 Alaska Wealth Advisors Anchorage, Alaska 1,156.21 26.50 % 1.72 18.22 % 7.01 % 335 Lucid Advisors Seattle, Wash. 1,147.36 19.75 % 34.77 12.49 % 6.45 % 336 Elser Financial Planning Indianapolis, Ind. 1,134.11 16.71 % 2.71 9.19 % 6.89 % 337 Aviance Capital Partners Naples, Fla. 1,125.64 15.92 % 3.03 13.43 % 2.20 % 338 Insight Wealth Partners Plano, Texas 1,124.22 15.86 % 1.13 9.11 % 6.19 % 339 Lynx Investment Advisory Washington, D. C. 1,114.50-14.53 % 4.72-11.63 %-3.28 % 340 Arthur M. Cohen & Associates Northbrook, Ill. 1,111.51 8.86 % 5.88-3.23 % 12.50 % 341 Stage Harbor Financial Westwood, Mass. 1,097.17 12.77 % 3.15 7.27 % 5.14 % 342 Sovereign Financial Group Stamford, Conn. 1,082.55 22.64 % 0.76 3.58 % 18.40 % 343 YeskeBuie Vienna, Va. 1,069.35 15.49 % 4.04 13.75 % 1.53 % 344 Fiduciary Benefits Group San Diego, Calif. 1,065.82 26.37 % 3.45 6.74 % 18.39 % 345 Insight Wealth Strategies San Ramon, Calif. 1,063.98 14.17 % 1.88 13.97 % 0.18 % 346 Schnieders Capital Mangement Pasadena, Calif. 1,061.07 22.76 % 3.87 34.41 %-8.67 % 347 FORM Wealth Advisors Lake Geneva, Wis. 1,055.57 13.22 % 1.33 13.08 % 0.13 % 348 Armbruster Capital Management Pittsford, N. Y. 1,055.07 17.13 % 2.01 8.41 % 8.04 % 349 Southern Financial Group Birmingham, Ala. 1,050.14 12.18 % 0.92 10.12 % 1.87 % 350 MATAURO New York, N. Y. 1,047.28 48.95 % 1.19 36.73 % 8.94 % 351 Baker Ellis Asset Management Vancouver, Wash. 1,047.12 19.78 % 3.05 21.88 %-1.72 % 352 Morling Financial Advisors Fremont, Calif. 1,047.06 38.55 % 2.88 37.41 % 0.83 % 353 Paragon Financial Advisors College Station, Texas 1,045.00 15.93 % 2.34 5.29 % 10.10 % 354 William Mack and Associates Troy, Mich. 1,034.61 26.11 % 1.09 29.82 %-2.86 % 355 Walkner Condon Financial Advisors Madison, Wis. 1,031.18 40.71 % 1.29 14.33 % 23.08 % 356 Breakwater Capital Group Paramus, N. J. 1,019.16 20.84 % 2.75-2.02 % 23.33 % 357 Verum Partners Charlotte, N. C. 1,014.13 22.54 % 2.50 11.04 % 10.35 % 358 Fermata Advisors Sonoma, Calif. 1,009.55-11.85 % 0.48-58.09 % 110.31 % 359 BlueSky Wealth Advisors § New Bern, N. C. 1,004.50 18.20 % 2.89 18.88 %-0.57 % 360 CapSouth Wealth Management Dothan, Ala. 1,001.27 13.22 % 2.57 18.73 %-4.65 %
TO SEE FIRMS WITH UNDER $ 1 BILLION IN AUM THAT PARTICIPATED IN THE SURVEY, VISIT WWW. FA-MAG. COM / RESEARCH / RIA-SURVEY.
% GROWTH IN ASSETS PER CLIENT
% CHANGE IN NO. OF CLIENTS
* 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).
36 | FINANCIAL ADVISOR MAGAZINE | JULY / AUGUST 2026 WWW. FA-MAG. COM