Research
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April 8, 2025

The Top 100 Independent RIAs 2025

AdvizorPro is proud to share our annual ranking of the Top 100 Independent Registered Investment Advisors (RIAs) in the U.S. This list highlights the largest and most influential independent firms serving retail investors today. As the RIA industry continues to grow and evolve, our goal is to provide a clear snapshot of the current leaders based on objective, transparent criteria.

To put these rankings into context, we recommend pairing this report with our Advisor Demographics Report 2025, which provides a deeper look at advisor backgrounds, firm structures, and industry-wide growth trends.

Methodology

Our rankings are based on publicly available data sourced primarily from SEC Form ADV filings. To qualify, firms must:

  • Be registered with the SEC
  • Operate independently
  • Serve primarily retail (non-institutional) clients

We rank firms using two key metrics:

  1. Assets Under Management (AUM): Total discretionary and non-discretionary assets managed.
  2. Number of Retail Clients: Total individual clients receiving investment advisory services.

This approach emphasizes firms that demonstrate both scale and reach in serving individual investors.

Explore the Full 2025 Rankings

Below is an interactive table of the Top 100 Independent RIAs ranked by AUM and client count.

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Want to Reach These Firms?

The Top 100 Independent RIAs of 2025 showcase the firms setting the pace in wealth management through scale, client relationships, and innovation. Whether you’re looking to expand distribution, recruit advisors, or understand market leaders, having visibility into these firms is critical.

At AdvizorPro, we help asset managers, fintech companies, and recruiters connect with independent RIAs, family offices, and other key players in the wealth management space. Our platform makes it easy to identify the right prospects, understand their business, and start meaningful conversations.

For teams ready to take action, our CRM Integrations make it easy to sync RIA data directly into your workflows, while our TrafficIQ solution helps uncover which RIAs and firms are already visiting your website.

Request your free trial today to see how AdvizorPro can help your team connect with high-value RIAs and drive smarter growth.