$1B Club: RIAs that crossed $1B AUM in 2025  

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.

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1) The Norden Group

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The Norden Group is an RIA that 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, delivered by a collaborative team. It offers financial planning and discretionary portfolio management tailored to each client’s goals.

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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 100.0% 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)

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2) Ethos Financial Group

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Ethos Financial Group is an employee-owned, RIA based in King of Prussia, PA, serving individuals, families, and institutions with a fiduciary, team-based approach. The firm delivers integrated financial planning and wealth management supported by an internal investment committee, combining asset allocation, risk management, and ongoing portfolio oversight with institutional-quality analytics and consolidated reporting. For ultra-high-net-worth clients, Ethos offers boutique family-office capabilities, including advanced estate planning, CIO services, bespoke reporting, tax strategy, and family governance.

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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.
ETHOS FINANCIAL GROUP, LLC has 1 team under it.
Works with accredited investors & 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)

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3) Trivium Point Advisors

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Trivium Point Advisors is an integrated wealth and business strategy firm for executives and business owners, combining wealth planning, tax, and investment management into a unified “family wealth strategy.” Through a collaborative roundtable approach, the team simplifies complexity and serves as a strategic hub across personal and business finances, delivering wealth planning, business advisory, and year-round tax solutions. The firm operates in Connecticut and New York; investment advice is offered through Trivium Point Advisory, a registered investment advisor, with securities offered through LPL Financial.

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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.
Works with high-net-worth individuals
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)

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4) Curated Wealth Partners

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Founded in 2018, Curated Wealth Partners is a multi-family office and investment advisor focused on providing financial advice and well-being to a growing clientele. With the support of a small group of successful families, the firm was established to offer clients a more integrated and personalized experience. At Curated Wealth, clients are seen as partners, and the firm functions as a trusted, long-term family advisor to help guide them through the complexities and opportunities associated with wealth management. The team at Curated Wealth Partners works closely with clients to provide tailored advice and support, recognizing the unique challenges and opportunities that come with managing wealth. By approaching their work with a focus on building strong relationships and understanding each client's individual needs, the firm aims to create a collaborative and comprehensive financial planning experience. With a commitment to delivering personalized service and guidance, Curated Wealth Partners strives to serve as a trusted partner in helping clients achieve their financial goals.

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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 100.0% 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)

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5) Turtle Creek Wealth Advisors

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Turtle Creek Wealth Advisors is a Texas-based multi-family office that helps families, founders, and their institutions simplify complex wealth. The firm integrates customized portfolio management with private investments, comprehensive estate and tax planning, and full family-office services, pairing public-market expertise with Turtle Creek Capital’s sourcing and underwriting across private equity, private credit, real estate, and other alternatives. With offices in Dallas and Austin, Turtle Creek delivers institutional-quality access, reporting, and multi-generational planning.

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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 | JP Morgan.
Works with high-net-worth individuals
Lists 100.0% 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

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6) Private Advisory

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Private Advisory is a wealth management and family office firm that brings your investment advisor, accountant, and attorney onto one integrated team for founders, owners, executives, and legacy builders. With offices in Redmond, WA and Draper, UT, the firm pairs in-house equity management with tax and estate planning, liquidity-event preparation, and concierge family-office services, including access to private investments and dedicated support, to help clients simplify complexity and focus on impact.

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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.
Works with high-net-worth individuals
Lists 100.0% 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)

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7) GDS Wealth Management

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GDS Wealth Management is an independent wealth advisory firm that helps families, professionals, and business owners build and protect wealth through comprehensive financial planning and disciplined investment management. The team delivers retirement-income planning, tax-aware strategies, risk management, and estate coordination in a fiduciary, client-first model, pairing tailored portfolios with ongoing guidance and clear communication so clients stay on track toward their goals.

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Has 85.2% of their assets with High-net-worth individuals
Works with platforms including: JP Morgan.
Works with high-net-worth individuals
Lists 100.0% 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

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8) Florence Capital Advisors

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Florence Capital is an independent wealth management firm that helps families, entrepreneurs, and executives align their finances with long-term goals. The team provides comprehensive financial planning, covering investments, retirement income, tax awareness, and estate coordination, paired with disciplined, research-driven portfolio management. With a fiduciary, client-first approach, Florence Capital delivers tailored strategies and ongoing guidance to simplify complexity and grow and preserve wealth.

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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.
Works with high-net-worth individuals
Lists 100.0% 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)

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9) Versant Capital Management

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Versant Capital Management is an independent wealth advisory firm that helps individuals, families, and business owners manage complex finances through integrated financial planning and disciplined investment management. The team pairs goals-based planning with tax-aware portfolios, estate and legacy coordination, and ongoing fiduciary guidance so clients can grow, preserve, and transfer wealth with confidence.

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