Every RIA crosses the $1 billion AUM mark eventually, or never does. AdvizorPro's platform data shows which firms in the $750 million to $999 million range are closing in fastest, using growth trends rather than headline size to separate real momentum from firms that are simply large. The nine firms below are not yet at $1 billion, but based on their recent trajectory, most will be there soon. 

*($750M–$999M AUM range as of July 11th 2026). Ranked by projected time to $1B using 3-year CAGR from historical AUM, while also requiring positive 1-year and 3-year growth.

1. TS Financial Group | $997.2M AUM

TS Financial Group, is an independent wealth management firm based in Lake Forest, Illinois, serving individuals and business owners since 1990, with a specialty in Greater Chicagoland healthcare professionals from organizations including Baxter Healthcare, Abbott Laboratories, and Cardinal Health. The firm builds comprehensive plans around investing, retirement timing, and insurance, using diversified portfolios that may include ETFs, mutual funds, and fixed income, and brings in outside tax and legal partners when needed. Investment advice is offered through TSFG, LLC, a registered investment advisor affiliated with LPL Financial.

Key Insights

• Has 60.0% of their assets with High-net-worth individuals
• Works with high-net-worth individuals and business owners
• Lists 100% of their SMA assets with LPL Financial
• Offers: 529 Plans, Asset Management, and Business Succession
• 1-Year CAGR: 15.7% | 3-Year CAGR: 19.5%

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2. Blueprint Financial Advisors | $966.6M AUM

Blueprint Financial Advisors is a Charlotte, North Carolina based, majority employee owned registered investment adviser offering financial planning, wealth advising, and investment management to individuals, families, and business owners. The firm has grown through a partnership model, bringing more than a dozen independent advisory practices onto a shared platform that provides practice management, technology, in house back office support, and customized asset management, taking Blueprint from roughly $200 million in assets in 2024 to nearly $1 billion today. Client accounts are custodied primarily with Charles Schwab.

Key Insights

• Has 31.1% of their assets with High-net-worth individuals
• Works with individuals, families, and business owners
• Lists 100% of their SMA assets with Charles Schwab & Company
• Offers: Asset Management, Estate Planning, and Financial Planning
• 1-Year CAGR: 318.6% | 3-Year CAGR: 225.7%

3. Lantz Financial LLC | $994.1M AUM

Lantz Financial is a Naperville, Illinois based independent financial planning firm serving clients across all stages of life, from retirement and education planning to tax and estate guidance. The firm avoids proprietary products and sales quotas, focusing instead on long term outcomes for its clients, and Managing Principal Michael Lantz has earned a SHOOK Research advisor ranking for nine consecutive years. Lantz Financial also maintains a second office in Bonita Springs, Florida.

Key Insights

• Has 87% of their assets with High-net-worth individuals
• Lists 90.6% of their SMA assets with Charles Schwab & Company
• Offers: Business Succession, Estate Planning, and Financial Planning
• 1-Year CAGR: 14.6% | 3-Year CAGR: 18.9%

4. Concentrum Wealth Management | $986.8M AUM

Concentrum Wealth Management is a San Jose, California based registered investment adviser, founded by Jeff and Jay Fong, that pairs investment management with detailed, goal based financial planning for individuals, families, corporate executives, and business owners. The firm builds a thorough personal financial profile for each client, models multiple scenarios, and continually updates plans as markets and policy shift, tracking changes through a client Personal Financial Organizer. Concentrum recently opened a second office in Scottsdale, Arizona, extending its client first approach into a new market.

Key Insights

• Has 82.3% of their assets with High-net-worth individuals
• Custodies assets with Charles Schwab & Company and Fidelity/NFS
• Offers: Asset Management, Business Succession, and Charitable Giving
• 1-Year CAGR: 36.7% | 3-Year CAGR: 33.5%

5. Brown | Miller Wealth Management, LLC | $991.1M AUM

Brown | Miller Wealth Management is a McLean, Virginia based fiduciary RIA serving the Washington, DC area with a plan first approach to personal wealth management. Founded by Christopher Brown and David Miller, the team builds comprehensive financial plans and custom investment strategies for retirement, wealth accumulation, and investing, then provides ongoing monitoring through frequent review meetings as clients' lives change. Staff include CFP®, CIMA®, and CRPC® professionals with more than 90 combined years of experience in wealth management.

Key Insights

• Has 90.2% of their assets with High-net-worth individuals.
• Lists 93% of their SMA assets with Wells Fargo Clearing Services
• Offers: Asset Management, Charitable Giving, and Equity Compensation
• 1-Year CAGR: 17.6% | 3-Year CAGR: 20.9%

6. Omnia Family Wealth, LLC | $994.6M AUM

Omnia Family Wealth is a multi-family office and registered investment adviser based in Aventura, Florida, providing long term wealth management and financial legacy planning for families nationwide. The firm uses a disciplined, systematic asset allocation process designed to perform across a range of market outcomes, and is known for its Omnia Observations market commentary series as well as media features in Barron's, The Wall Street Journal, and CNBC. Omnia was recently named a finalist for the 2026 Family Wealth Report Awards.

Key Insights

• Has 78.5% of their assets with High-net-worth individuals
• Lists 61.9% of their SMA assets with Pershing
• Offers: Business Succession, Charitable Giving, and Estate Planning
• 1-Year CAGR: 14.3% | 3-Year CAGR: 10.5%

7. Maia Wealth | $973.0M AUM

Maia Wealth is a Denver, Colorado based independent registered investment adviser offering financial planning, investment management, estate planning, tax planning, and philanthropic planning to individuals and business owners. The firm operates from 18 office locations nationally and describes its approach as personalized and independent, free from corporate product lists or hidden agendas. Maia Wealth's assets under management grew from roughly $704 million to $973 million within a year, reflecting the firm's rapid national expansion.

Key Insights

• Has 54.7% of their assets with High-net-worth individuals
• Works with high-net-worth individuals & accredited investors
• Lists 94.5% of their SMA assets with Charles Schwab & Company
• Offers: 529 Plans, Business Succession, and Charitable Giving
• 1-Year CAGR: 35.8% | 3-Year CAGR: 60.3%

8. Passive Capital Management, LLC | $996.9M AUM

Passive Capital Management is a fee only, fiduciary registered investment adviser founded in 2007 and based in Syracuse, New York, with an additional office in Baltimore, Maryland and a Philadelphia location planned. Co-founded by Scott Reinhardt and Jonathan Farber, both veterans of Wall Street firms including Deutsche Bank and Wachovia Securities, the firm builds globally diversified, passively managed portfolios paired with financial planning and tax and estate coordination for clients nationwide. PCM does not accept commissions or sell products with sales loads, keeping its interests aligned with clients.

Key Insights

• Has 75% of their assets with High-net-worth individuals
• Lists 98.6% of their SMA assets with Charles Schwab & Company
• Offers: Asset Management, Charitable Giving, and Estate Planning
• 1-Year CAGR: 7.7% | 3-Year CAGR: 5.1%

9. The Rice Partnership, LLC | $985.5M AUM

The Rice Partnership is an independent, client directed wealth management and planning firm headquartered in Honolulu, Hawaii, with additional offices in Kahului, Maui, and San Luis Obispo and Paso Robles, California. Led by Chief Compliance Officer and Owner Bonnie Rice, the firm serves individuals, professional athletes, independent women, business owners, and nonprofits with integrated portfolio management, tax and estate planning, retirement and insurance guidance, and charitable planning. The firm describes itself as independent, agile, and local rooted, with global expertise.

Key Insights

• Has 78% of their assets with High-net-worth individuals
• Lists 97.4% of their SMA assets with Charles Schwab & Company
• Offers: Asset Management, Business Succession, and Estate Planning
• 1-Year CAGR: 23.2% | 3-Year CAGR: 24.7%

Closing Thoughts

What stands out across this list is how differently these nine firms are getting to $1 billion. Blueprint Financial Advisors is scaling quickly through an affiliation model that brings independent practices onto a shared platform. Others, like Concentrum Wealth Management and The Rice Partnership, are compounding steadily through decades of client relationships and referrals. For firms watching this tier from the outside, our recent Tips to Spot a Fast-Growing RIA breakdown walks through the signals worth watching before growth shows up in the headlines, and our Q1 2026 ETF trends analysis covers how firms at this size are positioning portfolios heading into their next stage of growth.

About AdvizorPro

AdvizorPro is the advisor intelligence platform built for asset managers, ETF issuers, wealthtechs, and distribution teams that need to identify, prioritize, and engage financial advisors. With verified data across 750,000+ RIAs, family offices, and broker-dealers, combined with AI-powered lead scoring, TrafficIQ visitor intelligence, native CRM integrations, and now direct connectivity to Claude and ChatGPT, AdvizorPro powers the go-to-market strategies of leading firms across the wealth management ecosystem.

Want to track firms like these before they cross $1 billion? Book a free demo and see how AdvizorPro's growth data can sharpen your prospecting and distribution strategy.

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