Highlighting new entrants to the $1B Club, we profile RIAs that crossed the $1 billion AUM mark in 2025, what they do, who they serve, and how they got there. Each snapshot highlights growth, client mix, staffing, custodians, and core services.

Use these quick reads to benchmark your strategy and spot the trends shaping the next wave of RIA growth. For additional context, explore the Advisor Movement Trends Report 2025 and Top 10 PE RIAs 2025.

The Norden Group

The Norden Group partners with families, founders, and executives to design integrated wealth strategies. The firm combines bespoke public and private portfolio construction with tax optimization, estate structuring, and asset protection. It offers financial planning and discretionary portfolio management tailored to each client’s goals.

Key Insights

• Experienced top 95.6% AUM growth compared to $1B+ RIAs with 0.8% AUM growth

• Has 71% of their assets with high-net-worth individuals

• Works with high-net-worth individuals

• Lists 100% of their SMA assets with Charles Schwab & Company

• Offers asset management, financial planning, and insurance

• Advisory clients increased from 1,092 to 1,563

• Number of employees increased from 21 to 29

• Total AUM increased 76.2% ($987,200,768 to $1,739,496,789)

Ethos Financial Group

Based in King of Prussia, PA, Ethos Financial Group is an employee-owned RIA serving individuals, families, and institutions with a fiduciary, team-based approach. It integrates financial planning, asset allocation, risk management, and institutional-quality reporting, while providing family-office capabilities for ultra-high-net-worth clients.

Key Insights

• Experienced top 95.2% AUM growth compared to $1B+ RIAs with 0.7% AUM growth

• Has 57.2% of their assets with high-net-worth individuals

• Works with platforms including eMoney

• Works with accredited investors and high-net-worth individuals

• Lists 87.5% of their SMA assets with Charles Schwab & Company

• Offers 529 plans

• Advisory clients increased from 1,154 to 1,699

• Number of employees increased from 26 to 36

• Total AUM increased 72.5% ($913,934,805 to $1,576,974,645)

Trivium Point Advisors

Trivium Point Advisors serves executives and business owners through integrated wealth, tax, and business strategy. Its collaborative approach unites planning, investment, and advisory services into one structure, simplifying complexity across both personal and professional finances.

Key Insights

• Experienced top 97.2% AUM growth compared to $1B+ RIAs with 1.1% AUM growth

• Has 76.4% of their assets with high-net-worth individuals

• Works with platforms including eMoney

• Lists 55.6% of their SMA assets with Charles Schwab & Company

• Offers business succession, charitable giving, and estate planning

• Advisory clients increased from 323 to 1,112

• Number of employees decreased from 39 to 35

• Total AUM increased 107.7% ($716,160,443 to $1,487,605,211)

Curated Wealth Partners

Founded in 2018, Curated Wealth Partners is a multi-family office built to offer an integrated and personalized experience to affluent families. The firm combines financial advice, investment management, and well-being guidance, acting as a trusted partner for clients’ long-term wealth and legacy planning.

Key Insights

• Experienced top 91.5% AUM growth compared to $1B+ RIAs with 0.5% AUM growth

• Has 97.9% of their assets with high-net-worth individuals

• Works with high-net-worth individuals

• Lists 100% of their SMA assets with Charles Schwab & Company

• Offers asset management, business succession, and charitable giving

• Advisory clients increased from 31 to 46

• Number of employees increased from 10 to 12

• Total AUM increased 49.9% ($966,000,000 to $1,448,000,000)

Turtle Creek Wealth Advisors

Turtle Creek Wealth Advisors is a Texas-based multi-family office that simplifies complex wealth for founders and families. The firm integrates portfolio management with estate, tax, and private-market access, combining public-market expertise with private equity, credit, and real-estate exposure.

Key Insights

• Experienced top 80.7% AUM growth compared to $1B+ RIAs with 0.3% AUM growth

• Has 84% of their assets with high-net-worth individuals

• Works with platforms including Black Diamond and JP Morgan

• Lists 100% of their SMA assets with Charles Schwab & Company

• Offers asset management, business succession, and charitable giving

• Advisory clients increased from 96 to 108

• Total AUM increased 28.4% ($1,333,873,097 to $1,712,227,523)

• Number of employees increased from 19 to 20

Private Advisory

Private Advisory brings together investment advisors, accountants, and attorneys under one integrated team for founders and executives. With offices in Redmond, WA, and Draper, UT, the firm blends tax and estate strategy with family-office services and private-market access.

Key Insights

• Experienced top 90.5% AUM growth compared to $1B+ RIAs with 0.5% AUM growth

• Has 83.2% of their assets with high-net-worth individuals

• Works with platforms including Orion

• Lists 100% of their SMA assets with Charles Schwab & Company

• Offers asset management, business succession, and estate planning

• Advisory clients increased from 513 to 601

• Number of employees increased from 18 to 26

• Total AUM increased 46.2% ($900,483,416 to $1,316,456,660)

GDS Wealth Management

GDS Wealth Management helps families, professionals, and business owners build and protect wealth through comprehensive financial planning and disciplined investment management.

Key Insights

• Has 85.2% of their assets with high-net-worth individuals

• Works with platforms including JP Morgan

• Lists 100% of their SMA assets with Raymond James

• Offers 529 plans

• Advisory clients increased from 864 to 866

• Total AUM increased 1.3% ($1,265,380,694 to $1,281,897,626)

• Number of employees increased from 12 to 26

Florence Capital Advisors

Florence Capital helps families and entrepreneurs align finances with long-term goals through research-driven investment management and integrated planning.

Key Insights

• Experienced top 98.6% AUM growth compared to $1B+ RIAs with 1.9% AUM growth

• Has 99.2% of their assets with high-net-worth individuals

• Works with platforms including eMoney

• Lists 100% of their SMA assets with Interactive Brokers

• Offers asset management, business succession, and charitable giving

• Number of employees increased from 1 to 3

• Advisory clients increased from 22 to 39

• Total AUM increased 194.2% ($427,315,496 to $1,257,199,554)

Versant Capital Management

Versant Capital Management helps individuals, families, and business owners manage complex finances through goals-based planning, tax-aware portfolios, and legacy coordination.

Key Insights

• Experienced top 87.7% AUM growth compared to $1B+ RIAs with 0.4% AUM growth

• Has 77.2% of their assets with high-net-worth individuals

• Works with platforms including Black Diamond and eMoney

• Lists 85.5% of their SMA assets with Charles Schwab & Company

• Offers 529 plans, business succession, and college planning

• Advisory clients increased from 495 to 552

• Number of employees increased from 15 to 17

• Total AUM increased 37.6% ($900,479,528 to $1,239,087,574)

The Bottom Line

These firms represent the continued evolution of the RIA industry driven by innovation, specialization, and the growing sophistication of independent advisory models. Their paths to $1 billion AUM illustrate the diverse strategies reshaping the wealth management landscape.

For more insights on RIA growth and emerging trends, explore the Private Equity Ownership in the RIA Space 2025 and Advisor Demographics Report Pt 2 2025.

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