Independent RIAs are increasingly turning to Altruist custody as a modern alternative to legacy platforms like Schwab and Fidelity. With its focus on technology, streamlined billing, and lower costs, Altruist is quickly gaining traction in the wealth management space.

This post highlights top independent RIAs using Altruist, showcasing how these firms are scaling client service, growing assets, and expanding their offerings. For broader adoption trends, you can also explore our 2025 RIA Custodian Trends Report.

CWM, LLC

• AUM: $26,774.39M
• Total Employees: 1,111
• Teams: 42
• Established: 01/03/2011

Key Insights:

• 58.12% of assets are with high-net-worth individuals
• Offers 529 Plans
• Advisory clients grew from 36,140 to 40,330
• Total AUM increased 34.25% (from $19.94B to $26.77B)
• Employees grew from 990 to 1,111

CreativeOne Wealth, LLC

• AUM: $3,430.27M
• Total Employees: 201
• Teams: 48
• Established: 09/25/2015

Key Insights:

• 59.27% of assets are with individual investors, including high-net-worth
• Offers 529 Plans
• Advisory clients grew from 13,751 to 14,604
• Employees grew from 169 to 201
• Total AUM increased 19.13% (from $2.87B to $3.43B)

SGROI Wealth Advisory Group, LLC

• AUM: $939.01M
• Total Employees: 25
• Established: 11/27/2017

Key Insights:

• 81.67% of assets are with individuals, mostly high-net-worth
• Offers asset management, estate planning, and financial planning
• Advisory clients grew from 3,749 to 5,256
• Employees grew from 22 to 25
• Total AUM increased 35.76% (from $691.6M to $939.0M)

Why Altruist Matters for Independent RIAs

These firms show how Altruist custody is helping RIAs achieve measurable growth, from expanding client bases to adding new services. As more independent RIAs adopt Altruist, asset managers, fintech providers, and recruiters need visibility into which firms are leading this shift.

At AdvizorPro, our platform makes it easy to identify custodial adoption patterns and build smarter outreach lists. To dive deeper into advisor demographics, check out our Advisor Demographics Report 2025. For a look at how AI can supercharge your search, explore our AI Search platform page.

Start your free trial today and unlock powerful insights into RIAs, family offices, and wealth managers shaping the future of financial services.

‍

‍