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Test table

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Top 100 Independent RIAs 2026 — Rows 1–50
Rank Company Name AUM Clients - Individuals Date Established City State RIA Reps Custodians
1 Fisher Investments $298,729,428,900 73,976 03-26-1987 Plano TX 2471 CHARLES SCHWAB & COMPANY ($75,975,533,654), FIDELITY/NFS ($65,383,038,411), NORTHERN TRUST, SEI
2 Savant Wealth Management $37,127,688,152 12,904 01-22-1993 Rockford IL 262 CHARLES SCHWAB & COMPANY ($20,636,657,391), FIDELITY/NFS ($4,077,396,176)
3 Ep Wealth Advisors $35,570,000,000 13,050 04-16-1987 Torrance CA 214 CHARLES SCHWAB & COMPANY ($18,000,000), FIDELITY/NFS ($4,500,000,000)
4 Corient $143,628,532,902 7,423 03-01-2022 Miami FL 494 BNY MELLON, BROADRIDGE, CHARLES SCHWAB & COMPANY ($48,308,076,145), FIDELITY/NFS ($34,422,048,864), FIDUCIARY TRUST, PERSHING, TD AMERITRADE
5 Waverly Advisors, Llc $25,085,857,879 7,831 02-15-2000 Birmingham AL 170 CHARLES SCHWAB & COMPANY ($14,777,788,791), FIDELITY/NFS ($4,078,987,155), NATIONAL ADVISORS TRUST
6 Wealthspire Advisors $25,786,873,286 4,157 06-16-1995 New York NY 170 CHARLES SCHWAB & COMPANY ($20,825,015,743), FIDELITY/NFS ($4,015,600,898)
7 Advisors Capital Management, Llc $9,470,063,452 12,561 12-31-2002 Ridgewood NJ 50 CHARLES SCHWAB & COMPANY ($1,235,546,811), FIDELITY/NFS ($2,172,972,055), LPL FINANCIAL ($818,868,855), MORGAN STANLEY
8 Moneta Group Investment Advisors, Llc $42,795,577,115 2,686 06-30-1989 St. Louis MO 220 CHARLES SCHWAB & COMPANY ($14,989,607,307), COMERICA BANK ($6,101,228,735)
9 Foundations Investment Advisors Llc $7,184,472,288 20,474 03-26-2015 Phoenix AZ 229 CHARLES SCHWAB & COMPANY ($3,750,368,270), FIDELITY/NFS ($890,385,138)
10 Rwa Wealth Partners $17,255,241,142 2,719 01-20-2012 Boston MA 69 CHARLES SCHWAB & COMPANY ($2,625,938,410), FIDELITY/NFS ($8,470,524,240), TD AMERITRADE
11 Hub Investment Partners, Llc $8,979,977,344 3,471 04-01-2020 Austin TX 83 BNY MELLON ($1,853,553,105), CHARLES SCHWAB & COMPANY ($4,682,656,860), FIDELITY/NFS ($998,797,623)
12 Farther $7,523,810,877 5,457 06-01-2019 San Francisco CA 151 CHARLES SCHWAB & COMPANY ($4,173,547,000), FIDELITY/NFS ($2,250,023,877)
13 Apella Wealth $7,953,076,688 3,921 04-29-2014 West Hartford CT 68 CHARLES SCHWAB & COMPANY ($4,518,440,999)
14 Annex Wealth Management, Llc $6,945,737,689 6,178 09-24-2004 Brookfield WI 0 CHARLES SCHWAB & COMPANY ($4,662,500,713), FIDELITY/NFS ($1,753,023,942), TD AMERITRADE
15 Modera Wealth Management, Llc $15,510,482,152 2,646 11-16-2010 Westwood NJ 121 CHARLES SCHWAB & COMPANY ($11,605,920,437), FIDELITY/NFS ($3,209,628,508), NATIONAL ADVISORS TRUST
16 Pure Financial Advisors, Llc $8,023,229,867 3,193 10-22-2007 San Diego CA 64 AXOS ($12,509,780), CHARLES SCHWAB & COMPANY ($4,264,275,119), FIDELITY/NFS ($3,506,342,595)
17 Johnson Investment Counsel, Inc. $20,872,135,890 2,182 10-01-2001 Cincinnati OH 62 CHARLES SCHWAB & COMPANY ($13,984,503,725), FIDELITY/NFS, US BANK ($3,869,148,168)
18 Parallel Advisors, Llc $8,735,387,332 2,756 08-04-2006 San Francisco CA 65 CHARLES SCHWAB & COMPANY ($2,988,929,478), FIDELITY/NFS ($4,603,241,844)
19 Forvis Mazars Wealth Advisors, Llc $9,751,986,659 2,509 10-28-1999 Springfield MO 78 CHARLES SCHWAB & COMPANY ($9,017,361,229), FIDELITY/NFS, TD AMERITRADE
20 Hb Wealth $25,880,296,192 1,560 09-01-2021 Atlanta GA 89 CHARLES SCHWAB & COMPANY ($13,818,464,039), FIDELITY/NFS ($2,288,663,177), PERSHING
21 Facet $4,754,146,771 10,684 11-01-2016 Baltimore MD 63 APEX ($2,933,581,031), CHARLES SCHWAB & COMPANY ($220,258,039), FIDELITY/NFS ($1,600,307,700)
22 Confluence Financial Partners $5,454,175,362 3,624 04-05-2021 Mcmurray PA 36 APEX, RAYMOND JAMES ($5,204,594,096)
23 The Mather Group, Llc $11,710,038,016 1,622 02-18-2011 Chicago IL 103 CHARLES SCHWAB & COMPANY ($5,100,853,794), FIDELITY/NFS ($6,484,421,825)
24 Orgel Wealth Management, Llc $8,060,225,434 2,391 07-09-2013 Altoona WI 31 BROADRIDGE, PERSHING ($6,684,886,373)
25 Advance Capital Management Inc $4,504,447,556 5,545 08-01-1986 Southfield MI 29 CAPITAL GROUP, CHARLES SCHWAB & COMPANY ($4,408,779,266)
26 Freestone Capital Management, Llc $11,493,619,610 1,343 04-25-2008 Seattle WA 60 BMO HARRIS, CHARLES SCHWAB & COMPANY ($8,678,675,069), FIDELITY/NFS
27 Allegheny Financial Group Ltd $4,904,134,773 2,689 01-17-1977 Pittsburgh PA 33 AMERICAN FUNDS, EMPOWER, FIDELITY/NFS ($5,080,452,834)
28 Retirement Planners Of America $3,975,227,271 5,810 03-01-2011 Plano TX 34 BNY MELLON, PERSHING ($3,890,639,062), TD AMERITRADE
29 Carnegie Investment Counsel $6,520,130,588 1,795 04-30-2009 Pepper Pike OH 42 CHARLES SCHWAB & COMPANY ($4,140,652,586), FIDELITY/NFS ($1,064,829,506)
30 Capital Advisors, Inc. $6,146,880,645 1,663 09-18-1978 Tulsa OK 36 CHARLES SCHWAB & COMPANY ($4,551,939,133), FIDELITY/NFS ($1,214,932,142), US BANK
31 Cx Institutional, Llc $4,121,239,331 3,035 03-01-2018 Auburn IN 68 CHARLES SCHWAB & COMPANY ($3,199,097,206), GOLDMAN SACHS, LPL FINANCIAL ($748,089,915)
32 The Retirement Planning Group, Llc $4,008,879,250 2,765 01-16-2004 Leawood KS 28 CHARLES SCHWAB & COMPANY ($2,385,125,248), FIDELITY/NFS ($225,588,660)
33 Fiduciary Counselling Inc $9,504,938,311 1,032 12-07-1966 St Paul MN 18 FIDELITY/NFS ($5,029,894,297)
34 Mainstay Capital Management, Llc $4,663,966,411 1,962 11-14-2000 Grand Blanc MI 16 CHARLES SCHWAB & COMPANY ($2,201,017,356), PERSHING ($10,205,481)
35 F L Putnam Investment Management Co. $7,695,902,054 1,077 07-30-1984 Lynnfield MA 55 CHARLES SCHWAB & COMPANY ($3,394,689,594), FIDELITY/NFS ($2,752,878,051), NORTHERN TRUST ($798,947,062)
36 R M Davis Inc $7,267,414,894 1,190 06-30-1978 Portland ME 20 CHARLES SCHWAB & COMPANY ($5,400,987,886), FIDELITY/NFS ($1,431,565,781)
37 Northrock Partners, Llc $6,596,242,797 1,302 06-13-2013 Minneapolis MN 44 CHARLES SCHWAB & COMPANY ($4,655,459,432), FIDELITY/NFS ($971,916,598), TD AMERITRADE, US BANK
38 Tci Wealth Advisors, Inc. $4,527,183,704 1,868 08-30-1990 Tucson AZ 39 ASSETMARK, CHARLES SCHWAB & COMPANY ($4,165,213,288)
39 Index Fund Advisors, Inc. $5,329,171,931 1,405 09-27-1999 Irvine CA 16 CHARLES SCHWAB & COMPANY ($3,922,582,260), FIDELITY/NFS, VANGUARD
40 Baltimore-washington Financial Advisors $2,828,296,993 4,131 06-29-2012 Columbia MD 11 CHARLES SCHWAB & COMPANY ($2,526,310,980), SEI
41 Visionary Wealth Advisors, Llc $2,857,606,496 3,168 11-12-2013 St. Louis MO 40 CHARLES SCHWAB & COMPANY ($1,423,014,929), FIDELITY/NFS, RAYMOND JAMES ($209,917,969)
42 Chicago Partners Investment Group Llc $5,958,850,183 1,030 08-14-2008 Chicago IL 50 BROADRIDGE, CHARLES SCHWAB & COMPANY ($4,910,481,881), FIDELITY/NFS ($979,038,658), TD AMERITRADE
43 Hamilton Capital $4,381,851,944 1,414 06-17-1997 Columbus OH 50 CHARLES SCHWAB & COMPANY ($3,996,911,344)
44 Zhang Financial $7,176,436,236 938 01-12-2012 Portage MI 20 CHARLES SCHWAB & COMPANY ($793,588,954), LPL FINANCIAL ($3,946,163,463), STATE STREET ($1,679,012,675)
45 Cain, Watters & Associates, Llc $4,237,891,280 1,410 09-30-1991 Frisco TX 71 CHARLES SCHWAB & COMPANY ($2,204,857,349), PERSHING, US BANK
46 North Star Asset Management Inc $3,079,601,758 2,412 05-01-1996 Neenah WI 0 CHARLES SCHWAB & COMPANY ($2,763,016,590)
47 Eversource Wealth Advisors, Llc $3,954,297,526 1,418 01-01-2017 Birmingham AL 40 BETTERMENT, CHARLES SCHWAB & COMPANY ($2,500,943,659), FIDELITY/NFS ($1,134,074,374)
48 Bill Few Associates, Inc. $2,642,969,998 2,801 04-10-1987 Sewickley PA 26 AMERICAN FUNDS, CHARLES SCHWAB & COMPANY, PERSHING ($2,535,252,208)
49 Truwealth Advisors, Llc $2,535,697,292 3,020 07-17-2020 Metairie LA 19 CHARLES SCHWAB & COMPANY ($228,475,001), FIDELITY/NFS ($2,307,222,291), LINCOLN FINANCIAL, TD AMERITRADE
50 Berger Financial Group $2,500,753,183 3,346 05-01-2020 Plymouth MN 40 CHARLES SCHWAB & COMPANY ($1,598,311,328)
Top 100 Independent RIAs 2026 — Rows 51–100
Rank Company Name AUM Clients - Individuals Date Established City State RIA Reps Custodians
51 Jfs Wealth Advisors, Llc $4,005,129,294 1,343 02-01-2007 Hermitage PA 0 CHARLES SCHWAB & COMPANY ($2,706,899,623), FIDELITY/NFS ($993,634,006)
52 Steelpeak Wealth, Llc $3,439,042,634 1,524 09-10-2012 Woodland Hills CA 31 CHARLES SCHWAB & COMPANY ($3,365,292,003), FIDELITY/NFS, INTERACTIVE BROKERS, TRADE-PMR
53 Vivaldi Capital Management Lp $4,647,085,822 1,021 02-13-2012 Chicago IL 31 CHARLES SCHWAB & COMPANY ($2,232,642,144), TD AMERITRADE
54 Bartlett & Co. Wealth Management Llc $9,391,242,919 796 03-26-2018 Cincinnati OH 33 CHARLES SCHWAB & COMPANY ($6,381,395,964), FIDELITY/NFS, FIFTH THIRD BANK ($1,095,538,091), VANGUARD
55 Valeo Financial Advisors, Llc $10,639,940,975 767 05-28-2003 Carmel IN 97 FIDELITY/NFS ($7,487,955,193)
56 Beaumont Financial Partners $3,377,274,255 1,462 09-01-2022 Needham MA 12 FIDELITY/NFS ($1,786,850,759)
57 Coastal Bridge Advisors $4,595,660,113 960 12-01-2009 Westport CT 22 FIDELITY/NFS ($1,205,774,397), PERSHING ($2,376,929,608)
58 Truepoint, Inc. $5,391,465,030 860 10-25-1985 Cincinnati OH 37 FIDELITY/NFS ($4,607,646,374)
59 Sym Financial Advisors $4,879,622,399 920 05-15-1985 Winona Lake IN 27 CHARLES SCHWAB & COMPANY ($3,346,335,446), FIDELITY/NFS ($823,548,872), NATIONAL ADVISORS TRUST
60 Foster Group, Inc. $3,542,998,153 1,021 05-30-1991 West Des Moines IA 48 BNY MELLON, CHARLES SCHWAB & COMPANY ($3,178,018,353), PERSHING
61 Howland Capital Management Llc $3,322,697,821 1,046 02-09-1972 Boston MA 11 CHARLES SCHWAB & COMPANY ($715,910,068), NATIONAL ADVISORS TRUST ($2,571,228,555)
62 The Burney Company $3,136,984,434 1,063 09-18-1974 Reston VA 27 CHARLES SCHWAB & COMPANY ($2,764,651,314)
63 Destination Wealth Management $4,145,050,618 883 10-11-1996 Walnut Creek CA 34 CHARLES SCHWAB & COMPANY ($4,049,691,537), FIDELITY/NFS
64 Brighton Jones Llc $14,987,100,484 635 01-03-2000 Seattle WA 159 FIDELITY/NFS ($13,440,913,450)
65 Donaldson Capital Management Llc $3,096,851,374 1,011 02-10-1995 Evansville IN 41 CHARLES SCHWAB & COMPANY ($2,599,006,646)
66 Abacus Wealth Partners $3,270,847,563 953 01-02-2004 Santa Monica CA 36 BANK OF AMERICA, BETTERMENT, CHARLES SCHWAB & COMPANY ($634,421,527), FIDELITY/NFS
67 Tom Johnson Investment Management, Llc $1,628,875,708 4,198 02-18-1992 Oklahoma City OK 6 CHARLES SCHWAB & COMPANY ($552,705,304), FIDELITY/NFS ($616,416,458), PERSHING ($162,568,691)
68 Aspiriant, Llc $15,532,934,000 614 04-08-2008 Los Angeles CA 74 CHARLES SCHWAB & COMPANY ($13,795,809,000)
69 Steele Capital Management, Inc. $3,030,626,319 964 11-17-1995 Dubuque IA 11 CHARLES SCHWAB & COMPANY ($3,030,447,419), JACKSON NATIONAL LIFE, MATRIX TRUST, TD AMERITRADE
70 Everhart Advisors $1,874,701,457 2,530 12-21-1995 Dublin OH 26 CHARLES SCHWAB & COMPANY ($468,419,003), SEI ($925,316,019)
71 Mckinley Carter Wealth Services, Inc. $2,532,619,554 1,141 08-04-2005 Wheeling WV 33 CHARLES SCHWAB & COMPANY ($1,025,849,259), FIDELITY/NFS ($1,029,392,068)
72 Bragg Financial Advisors Inc $3,904,367,607 799 01-01-1996 Charlotte NC 15 CHARLES SCHWAB & COMPANY ($387,691,888), PERSHING ($2,708,997,304)
73 California Financial Advisors $2,001,685,989 1,484 02-18-1998 San Ramon CA 11 CHARLES SCHWAB & COMPANY ($1,276,739), FIDELITY/NFS
74 Capita Financial Network, Llc $1,849,625,913 2,103 02-08-2018 Draper UT 22 CHARLES SCHWAB & COMPANY ($1,826,499,611), FIDELITY/NFS ($23,126,302)
75 Phillips And Company Advisors Llc $2,276,351,775 1,295 02-01-1992 Portland OR 14 CHARLES SCHWAB & COMPANY, PERSHING ($1,094,565,965)
76 Henssler Financial $3,403,216,968 837 08-24-1990 Kennesaw GA 22 CHARLES SCHWAB & COMPANY ($2,776,967,511)
77 Cobblestone Capital Advisors, Llc $2,933,920,535 922 05-08-1998 Rochester NY 23 BANK OF AMERICA, CHARLES SCHWAB & COMPANY ($2,253,667,577), FIDELITY/NFS, JP MORGAN
78 Signaturefd, Llc $8,331,600,262 593 06-01-1997 Atlanta GA 36 CHARLES SCHWAB & COMPANY ($5,232,335,403), FIDELITY/NFS ($1,984,849,427)
79 Ellenbecker Investment Group $1,731,276,641 1,563 12-02-2014 Waukesha WI 16 CHARLES SCHWAB & COMPANY ($1,730,550,355)
80 Moran Wealth Management, Llc $5,093,086,147 635 11-01-2021 Naples FL 37 BROADRIDGE, INTERACTIVE BROKERS, PERSHING ($5,178,773,476)
81 David Vaughan Investments, Llc $4,930,082,357 636 03-17-1977 Peoria IL 21 CHARLES SCHWAB & COMPANY ($4,168,611,588), TD AMERITRADE
82 Linscomb Wealth, Inc. $4,566,838,983 654 04-28-1995 Houston TX 22 CHARLES SCHWAB & COMPANY ($2,776,985,843), FIDELITY/NFS ($1,633,153,314)
83 Blbb Advisors $2,739,761,758 802 03-08-2006 Montgomeryville PA 13 CHARLES SCHWAB & COMPANY, FIDELITY/NFS ($351,678,054), PERSHING ($1,758,831,607), TRADE-PMR ($296,227,610)
84 The Welch Group, Llc $3,212,010,865 742 06-28-1991 Birmingham AL 24 CHARLES SCHWAB & COMPANY ($3,171,113,128), NATIONAL ADVISORS TRUST
85 Empirical Wealth Management $6,701,226,120 579 06-18-2010 Seattle WA 60 CHARLES SCHWAB & COMPANY ($6,674,671,714), TD AMERITRADE
86 Plancorp, Llc $7,294,144,052 571 01-14-1984 Saint Louis MO 39 CHARLES SCHWAB & COMPANY ($5,410,273,325), FIDELITY/NFS ($1,514,451,784), TD AMERITRADE
87 Wealthquest Corporation $1,932,422,881 1,031 08-17-2006 Cincinnati OH 13 CHARLES SCHWAB & COMPANY ($1,775,519,177), TD AMERITRADE, TRANSAMERICA
88 Salem Investment Counselors Inc $3,844,773,011 671 04-02-1979 Winston Salem NC 10 CHARLES SCHWAB & COMPANY ($3,520,507,243), WELLS FARGO
89 Advocacy Wealth Management, Llc $2,084,296,352 926 08-22-2007 Atlanta GA 17 FIDELITY/NFS ($928,501,040), RELIANCE TRUST COMPANY ($1,147,847,517)
90 Bogart Wealth, Llc $2,679,926,911 702 06-02-2016 Mclean VA 20 BROADRIDGE, CHARLES SCHWAB & COMPANY ($2,679,926,911)
91 Legacy Wealth Management Inc $2,358,678,962 786 12-23-1982 Memphis TN 14 CHARLES SCHWAB & COMPANY ($1,116,804,868), FIDELITY/NFS ($758,190,783)
92 Westmount Partners, Llc $5,202,679,011 553 10-19-2011 Los Angeles CA 25 BROADRIDGE, CHARLES SCHWAB & COMPANY ($3,748,068,718), FIDELITY/NFS
93 Compass Financial Group, Inc $1,225,296,000 2,399 05-10-2011 Sioux Falls SD 7 CHARLES SCHWAB & COMPANY ($1,197,587,000), T. ROWE PRICE
94 B.o.s.s. Retirement Advisors, Llc $1,060,864,881 6,766 11-07-2014 Lehi UT 36 CHARLES SCHWAB & COMPANY ($968,439,543), FIDELITY/NFS ($111,798,000)
95 Halbert Hargrove $3,516,418,609 607 10-13-1988 Long Beach CA 40 CHARLES SCHWAB & COMPANY ($431,168,263), FIDELITY/NFS ($2,801,281,645)
96 Azzad Asset Management, Inc. $1,616,062,636 985 04-01-2000 Falls Church VA 7 CHARLES SCHWAB & COMPANY ($136,030,113), FOLIO INVESTMENTS ($893,027,922), TD AMERITRADE
97 Bay Colony Advisors $1,263,305,046 1,603 01-28-2010 Concord MA 30 CAPITAL GROUP, FIDELITY/NFS ($1,109,402,319), T. ROWE PRICE
98 Stoker Ostler, A Part Of Bmo Financial Group $3,100,176,318 634 04-14-1997 Scottsdale AZ 9 CHARLES SCHWAB & COMPANY ($2,062,261,645), FIDELITY/NFS
99 Strategic Financial Services $2,281,912,091 700 02-17-1989 Utica NY 23 CHARLES SCHWAB & COMPANY ($1,580,602,986), EMPOWER
100 Paul Winkler, Inc. $1,168,234,280 2,198 06-04-2004 Goodlettsville TN 13 AXOS ($451,377,216), CHARLES SCHWAB & COMPANY ($683,846,772)
Written by: Cole Cummings
May 12, 2026

Cole Cummings is the Director of Marketing at AdvizorPro and a B2B SaaS marketer with multiple years of experience in the fintech industry. He leads all of AdvizorPro’s data-driven research and industry reports, giving him deep expertise in the RIA ecosystem and the trends shaping advisor behavior, allocation decisions, and firm growth across wealth management.

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