What Is a TAMP (Turnkey Asset Management Platform)

A Turnkey Asset Management Platform, commonly known as a TAMP, is a technology and service platform that allows RIAs to outsource portfolio management infrastructure. 

TAMP providers typically deliver investment research, portfolio construction tools, trading and rebalancing systems, model portfolios, reporting infrastructure, and operational support. By outsourcing these functions, advisory firms can scale investment management capabilities while focusing more time on financial planning, client relationships, and business development.

The rise of TAMPs has been closely tied to the growth of the RIA channel. As firms expand and client portfolios become more complex, many advisors rely on these platforms to access institutional investment strategies and streamline portfolio operations.

Some of the largest TAMP providers in the industry include Envestnet, AssetMark, SEI, Orion, and SMArtX. These platforms support thousands of advisory firms across the United States and play an increasingly important role in the advisor technology stack.

In practice, getting a strategy listed on a TAMP involves navigating each platform's own due diligence process - submitting investment documentation, performance history, and operational details for review before a strategy can appear on the platform's model marketplace. Once listed, a strategy becomes part of a curated menu that advisors browse when constructing or outsourcing client portfolios - often selecting from dozens of managers across asset classes. Each TAMP operates a distinct approval processes, fee structures, and advisor audiences, which means distribution across TAMPs tends to be a platform-by-platform effort rather than a single universal application. For advisors, the appeal is straightforward: access to institutional-quality strategies without the operational overhead of managing them directly.

AdvizorPro tracks advisor technology adoption, platform usage, and firm level growth across the wealth management ecosystem through tools like the RIA Database, insights from the 2026 RIA ETF Trends Report, and broader research such as the US Wealth Advisor Movement Report. 

The firms below represent some of the largest RIAs by assets under management that leverage TAMP infrastructure to scale portfolio management. The key insights listed for each firm are extracted directly from the AdvizorPro platform, which aggregates advisor technology relationships, firm growth signals, and operational data across the wealth management ecosystem.

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*All key insights are based on data as of March 16th 2026

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CAPTRUST

CAPTRUST is a large independent investment advisory firm headquartered in Raleigh, North Carolina. The firm provides retirement plan advisory, institutional consulting, and wealth management services for individuals and families. CAPTRUST has expanded rapidly through acquisitions and advisor team growth while continuing to scale its technology infrastructure to support both institutional and private wealth clients.

Key insights

• AUM: $1,083.05B
  
  
• Experienced top 80.2% AUM growth compared to $1B+ RIAs with 27% AUM growth.
  
  
• Has 87.7% of their assets with Retirement Plans
  
  
• Works with platforms including: Black Diamond | CAIS.
  
  
• CAPTRUST has added 100 teams within the last year.
  
  
• CAPTRUST has 88 teams under it.
  
  
• Works with accredited investors & accredited investors
  
  
• Offers: Asset Management, Business Succession, and Estate Planning
  
  
• Advisory clients increased from 32,224 to 36,839
  
  
• Number of employees increased from 1,554 to 1,723
  
  
• Total AUM increased 27.1% ($852,173,054,617 to $1,083,051,008,644)
  
  

Strategic Advisers LLC

Strategic Advisers LLC is the discretionary investment management arm within Fidelity Investments. Based in Boston, Massachusetts, the firm focuses on asset allocation strategies, managed account programs, and portfolio construction services that support Fidelity’s advisory ecosystem. Strategic Advisers provides investment management capabilities across a broad range of client portfolios.

Key insights

• AUM: $1,067.66B
  
  
• Experienced top 82.5% AUM growth compared to $1B+ RIAs with 29% AUM growth.
  
  
• Has 42.3% of their assets with Investment companies
  
  
• Works with platforms including: Envestnet.
  
  
• Works with high-net-worth individuals
  
  
• Lists 100.0% of their SMA assets with Fidelity/Nfs
  
  
• Offers: 529 Plans
  
  
• Advisory clients increased from 1,628,130 to 2,046,420
  
  
• Number of employees increased from 269 to 16,291
  
  
• Total AUM increased 29.5% ($824,740,096,815 to $1,067,664,605,590)
  
  

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Parametric Portfolio Associates

Parametric Portfolio Associates is a Seattle based investment manager specializing in customized portfolio solutions, tax efficient investing, and systematic strategies. The firm focuses heavily on direct indexing and customized portfolio construction for high net worth clients and institutional investors.

Key insights

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• AUM: $574.02B
  
  
• Has 42.8% of their assets with High-net-worth individuals
  
  
• Works with platforms including: Envestnet | OSAIC.
  
  
• Works with high-net-worth individuals & accredited investors
  
  
• Lists 50.0% of their SMA assets with Bny Mellon
  
  
• Offers: Asset Management, Charitable Giving, and Financial Planning
  
  
• Advisory clients increased from 163,121 to 201,662
  
  
• Number of employees increased from 877 to 1,006
  
  
• Total AUM increased 20.8% ($475,093,919,406 to $574,020,820,789)
  
  

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Envestnet PMC

Envestnet PMC is the portfolio management and research division of Envestnet. Headquartered in Chicago, Illinois, the firm provides model portfolios, investment research, and portfolio construction services across the Envestnet platform. Envestnet PMC supports thousands of advisors by delivering scalable portfolio solutions and manager research.

Key insights

• AUM: $532.20B
  
  
• Has 63% of their assets with Individuals
  
  
• Works with platforms including: Envestnet | Envestnet MoneyGuide | OSAIC | Tamarac.
  
  
• Works with high-net-worth individuals
  
  
• Lists 71.0% of their SMA assets with Fidelity/Nfs
  
  
• Offers: Asset Management, Estate Planning, and Financial Planning
  
  
• Advisory clients increased from 1,821,809 to 2,021,610
  
  
• Number of employees decreased from 415 to 394
  
  
• Total AUM increased 24.9% ($426,071,864,566 to $532,197,263,852)
  
  

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Raymond James Financial Services Advisors, Inc.

Raymond James Financial Services Advisors, Inc operates within the Raymond James ecosystem and supports independent advisors with technology, portfolio management capabilities, and wealth planning services. Based in Saint Petersburg, Florida, the firm serves high net worth clients and institutions across the United States.

Key insights

• AUM: $390.04B
  
  
• Has 59.2% of their assets with High-net-worth individuals
  
  
• Works with platforms including: OSAIC | Vanilla.
  
  
• RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC has added 39 teams within the last year.
  
  
• RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC has 107 teams under it.
  
  
• Works with high-net-worth individuals & accredited investors
  
  
• Lists 100.0% of their SMA assets with Raymond James
  
  
• Offers: 529 Plans, Asset Management, and Business Succession
  
  
• Advisory clients increased from 475,349 to 488,080
  
  
• Number of employees increased from 6,280 to 6,727
  
  
• Total AUM increased 25.2% ($275,429,888,447 to $344,868,106,925)
  
  

J.P. Morgan Private Investments Inc.

J.P. Morgan Private Investments Inc. is part of the broader JPMorgan wealth management ecosystem and provides investment management and portfolio services across JPMorgan advisory platforms. The firm supports high net worth clients and financial advisors with discretionary portfolio management solutions.

Key insights

• AUM: $375.63B
  
  
• Experienced top 81.6% AUM growth compared to $1B+ RIAs with 28% AUM growth.
  
  
• Has 34.4% of their assets with Individuals
  
  
• Works with platforms including: IDX | JP Morgan.
  
  
• Works with high-net-worth individuals
  
  
• Lists 100.0% of their SMA assets with Jp Morgan
  
  
• Offers: 529 Plans
  
  
• Advisory clients increased from 1,148,880 to 1,438,775
  
  
• Number of employees decreased from 745 to 714
  
  
• Total AUM increased 28.2% ($292,912,547,772 to $375,626,396,352)
  
  

SageView Advisory Group, LLC

SageView Advisory Group is an RIA headquartered in Newport Beach, California. The firm specializes in retirement plan consulting and fiduciary advisory services while also supporting institutional clients and plan sponsors with investment management guidance.

Key insights

• AUM: $238.55B
  
  
• Has 94.8% of their assets with Retirement Plans
  
  
• Works with platforms including: PONTERA.
  
  
• SAGEVIEW ADVISORY GROUP, LLC has added 1 team within the last year.
  
  
• SAGEVIEW ADVISORY GROUP, LLC has 3 teams under it.
  
  
• Lists 75.1% of their SMA assets with Fidelity/Nfs
  
  
• Offers: Asset Management, Business Succession, and Charitable Giving
  
  
• Advisory clients decreased from 13,213 to 7,509
  
  
• Number of employees decreased from 262 to 248
  
  
• Total AUM increased 17.8% ($202,573,491,630 to $238,552,018,915)
  
  

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Creative Planning

Creative Planning is one of the largest independent wealth management firms in the United States and is headquartered in Overland Park, Kansas. The firm provides comprehensive wealth management services including financial planning, investment management, tax strategy, and estate planning for high net worth clients.

Key insights

• AUM: $217.40B
  
  
• Has 54.4% of their assets with High-net-worth individuals
  
  
• Works with platforms including: CAIS | Orion.
  
  
• CREATIVE PLANNING has 1 team under it.
  
  
• Works with accredited investors & high-net-worth individuals & accredited investors
  
  
• Lists 83.7% of their SMA assets with Charles Schwab & Company
  
  
• Offers: Asset Management, Business Succession, and Charitable Giving
  
  
• Advisory clients increased from 76,023 to 84,863
  
  
• Number of employees increased from 1,319 to 1,428
  
  
• Total AUM increased 24% ($175,271,678,869 to $217,399,324,981)
  
  

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Focus Partners Wealth, LLC

Focus Partners Wealth operates within the Focus Financial Partners network and provides wealth management and advisory services for high net worth clients. Based in St. Louis, Missouri, the firm leverages a broad technology ecosystem to support advisors and client portfolio management.

Key insights

• AUM: $181.86B
  
  
• Experienced top 99.4% AUM growth compared to $1B+ RIAs with 347% AUM growth.
  
  
• Has 78.4% of their assets with High-net-worth individuals
  
  
• Works with platforms including: Adhesion Wealth | Black Diamond | CAIS | eMoney | Envestnet | iCapital | Orion | OSAIC | PONTERA | SMArtX | Tamarac.
  
  
• FOCUS PARTNERS WEALTH, LLC has added 1 team within the last year.
  
  
• FOCUS PARTNERS WEALTH, LLC has 2 teams under it.
  
  
• Works with high-net-worth individuals
  
  
• Lists 62.2% of their SMA assets with Charles Schwab & Company
  
  
• Offers: Asset Management, Business Succession, and Divorce Planning
  
  
• Number of employees increased from 1,535 to 1,600
  
  
• Advisory clients increased from 6,349 to 35,799
  
  
• Total AUM increased 346.6% ($21,472,648,180 to $95,889,888,426)
  
  

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Gallagher Fiduciary Advisors, LLC

Gallagher Fiduciary Advisors, LLC is part of Arthur J. Gallagher & Co. and focuses on retirement plan consulting and fiduciary advisory services for institutional clients. The firm supports plan sponsors with investment oversight and strategic retirement plan guidance.

Key insights

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• AUM: $180.61B
  
  
• Experienced top 89.9% AUM growth compared to $1B+ RIAs with 44% AUM growth.
  
  
• Has 89.4% of their assets with Retirement Plans
  
  
• Works with platforms including: OSAIC.
  
  
• GALLAGHER FIDUCIARY ADVISORS, LLC has added 1 team within the last year.
  
  
• GALLAGHER FIDUCIARY ADVISORS, LLC has 2 teams under it.
  
  
• Offers: Asset Management, Charitable Giving, and Estate Planning
  
  
• Advisory clients increased from 5,649 to 5,731
  
  
• Total AUM increased 43.6% ($125,753,689,525 to $180,614,282,519)
  
  
• Number of employees increased from 211 to 221
  
  

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See Which TAMP Platforms These RIAs Use

Understanding which RIAs rely on TAMP infrastructure provides valuable insight into how advisory firms scale portfolio management and advisor technology stacks.

AdvizorPro allows teams to identify which RIAs use specific platforms, technology providers, and portfolio infrastructure across the wealth management ecosystem.

We can show you exactly which TAMP platforms these firms use.

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