Using AdvizorPro’s real time RIA database, this report highlights the firms that saw the fastest growth in profile views from August to September 2025. These trends reflect rising engagement and visibility across the independent wealth management space, showing which firms are capturing the most attention from peers and industry participants.

These firms are attracting increased attention and engagement in the wealth space, a strong signal of growing influence, solid reputation, or effective marketing and outreach.

*All key insights are based on data as of October 25th, 2025.

FullCircle Wealth LLC

FullCircle Wealth, based in McKinney, Texas, is an employee owned SEC Registered Investment Advisor that offers conflict free investment consulting, wealth management, and financial planning services. With more than 100 years of combined experience, the FullCircle team is committed to helping individuals, families, and business owners achieve their long term aspirations through thoughtful planning and disciplined execution.

Key insights:

• Profile views growth: 175%
  
  
• AUM: $393.5M
  
  
• 1Y AUM CAGR: 37.6%
  
  
• Experienced top 80.5% AUM growth compared to $200M to $500M RIAs with 27% AUM growth
  
  
• Has 89.3% of assets with high net worth individuals
  
  
• Works with platforms including Orion
  
  
• Lists 100% of SMA assets with Charles Schwab & Company
  
  
• Offers Business Succession, Estate Planning, and Financial Planning
  
  
• Advisory clients increased from 251 to 282
  
  
• Number of employees decreased from 7 to 4

Trajan Wealth LLC

Trajan Wealth LLC is an SEC registered investment advisory firm founded in 2012 that serves clients through a nationwide network of more than 50 offices and over 100 team members. Based in Scottsdale, Arizona, Trajan takes a full service, team based approach that brings together fiduciary advisors, estate attorneys, and wealth professionals to craft personalized strategies across wealth management, private markets, retirement services, and tax preparation.

Key insights:

• Profile views growth: 166.7%
  
  
• AUM: $1,969.7M
  
  
• 1Y AUM CAGR: 71%
  
  
• Experienced top 89.9% AUM growth compared to $1B+ RIAs with 44% AUM growth
  
  
• Has 76.6% of assets with individuals
  
  
• Works with platforms including JP Morgan and Orion
  
  
• Lists 96.5% of SMA assets with Charles Schwab & Company
  
  
• Offers asset management, charitable giving, and college planning
  
  
• Advisory clients increased from 7,371 to 8,955
  
  
• Number of employees increased from 102 to 125

Meridian Wealth Management LLC

Meridian Wealth Management LLC is a fiduciary bound advisory firm based in Lexington, Kentucky, serving clients across 48 states. The firm emphasizes a team based culture of over 45 advisors and prioritizes doing what is in the best interest of each client, offering specialized services for high net worth families, nonprofits, businesses, and institutional investors.

Key insights:

• Profile views growth: 125%
  
  
• AUM: $3,885.5M
  
  
• 1Y AUM CAGR: 60.6%
  
  
• Experienced top 85.9% AUM growth compared to $1B+ RIAs with 34% AUM growth
  
  
• Has 54.9% of assets with high net worth individuals
  
  
• Works with platforms including Advyzon and Envestnet MoneyGuide
  
  
• Lists 54.3% of SMA assets with Charles Schwab & Company
  
  
• Offers 529 plans
  
  
• Advisory clients increased from 2,952 to 4,012
  
  
• Number of employees increased from 37 to 64

Vivaldi Capital Management LP

Vivaldi Capital Management is a privately owned wealth and investment management firm serving high net worth individuals, families, and institutions. They offer integrated advisory services, focusing on wealth preservation and growth through tailored strategies and long term partnerships.

Key insights:

• Profile views growth: 116.7%
  
  
• AUM: $4,647.1M
  
  
• 3Y AUM CAGR: 11.8%
  
  
• Has 82.8% of assets with high net worth individuals
  
  
• Works with platforms including eMoney and Orion
  
  
• Lists 100% of SMA assets with Charles Schwab & Company
  
  
• Offers estate planning and financial planning
  
  
• Advisory clients increased from 1,601 to 2,270
  
  
• Number of employees increased from 57 to 69

VestGen Advisors LLC

VestGen Advisors LLC is an SEC registered investment advisory firm built to redefine advisor succession and wealth management support across generations. In its recent expansion, VestGen welcomed six advisory practices nationwide, adding approximately $1.5 billion in assets and 15 advisors across four states, bringing its total to about $7 billion in client assets and 45 advisors.

Key insights:

• Profile views growth: 112.5%
  
  
• AUM: $3,470.3M
  
  
• 1Y AUM CAGR: 277.7%
  
  
• Experienced top 99.5% AUM growth compared to $1B+ RIAs with 426% AUM growth
  
  
• Has 60% of assets with individuals
  
  
• Works with platforms including eMoney and Orion
  
  
• Lists 68.8% of SMA assets with LPL Financial
  
  
• Offers 529 plans
  
  
• Advisory clients increased from 1,360 to 9,453
  
  
• Number of employees increased from 75 to 100

HB Wealth

HB Wealth is an SEC registered independent wealth management firm dedicated to delivering personalized financial planning, investment management, and family office services. Founded in 1989, the firm serves clients in 48 states and supports its advisory work through a team of over 300 employees across twelve offices.

Key insights:

• Profile views growth: 88.9%
  
  
• AUM: $25,880.3M
  
  
• 3Y AUM CAGR: 17.7%
  
  
• Has 72.2% of assets with high net worth individuals
  
  
• Works with platforms including Black Diamond, eMoney, and Vanilla
  
  
• Lists 85.8% of SMA assets with Charles Schwab & Company
  
  
• Offers 529 plans
  
  
• Advisory clients increased from 4,012 to 4,237
  
  
• Number of employees increased from 180 to 215

CreativeOne Wealth LLC

CreativeOne Wealth is an independent advisory firm headquartered in Overland Park, Kansas, serving clients in multiple states. Since integrating into the CreativeOne Wealth family in 2021, it has upheld a fiduciary standard of care, providing objective, goal driven advice tailored to each client’s needs.

Key insights:

• Profile views growth: 88.9%
  
  
• AUM: $4,828.9M
  
  
• 3Y AUM CAGR: 30%
  
  
• Experienced top 88.8% AUM growth compared to $1B+ RIAs with 41% AUM growth
  
  
• Has 59.7% of assets with individuals
  
  
• Works with platforms including GeoWealth and Wealth.com
  
  
• Lists 84.1% of SMA assets with Charles Schwab & Company
  
  
• Offers asset management, estate planning, and financial planning
  
  
• Advisory clients increased from 14,604 to 18,777
  
  
• Number of employees increased from 201 to 217

1 North Wealth Services LLC

1 North Wealth Services LLC is a fee only, SEC registered investment advisory firm based in Annapolis, Maryland. The firm is dedicated to delivering high touch financial planning and investment management for individuals, families, and business owners, with clients across multiple states.

Key insights:

• Profile views growth: 85.7%
  
  
• AUM: $277.6M
  
  
• 5Y AUM CAGR: 9.1%
  
  
• Has 66.7% of assets with high net worth individuals
  
  
• Works with platforms including Orion
  
  
• Lists 100% of SMA assets with Charles Schwab & Company
  
  
• Offers 529 plans, asset management, and business succession
  
  
• Advisory clients decreased from 233 to 227
  

Curi Capital LLC

Curi Capital LLC is a registered investment advisory firm headquartered in Chicago, Illinois, offering integrated wealth management, retirement plan consulting, and institutional investment services. With offices across multiple states, Curi Capital combines personalized planning with institutional grade investment expertise.

Key insights:

• Profile views growth: 83.3%
  
  
• AUM: $9,830.7M
  
  
• 3Y AUM CAGR: 4.5%
  
  
• Has 64.4% of assets with high net worth individuals
  
  
• Works with platforms including Black Diamond, eMoney, Envestnet, and Tamarac
  
  
• Lists 78% of SMA assets with Fidelity/NFS
  
  
• Offers 529 plans
  
  
• Advisory clients decreased from 2,945 to 2,869
  
  
• Number of employees decreased from 185 to 168

What Rising Profile Views Mean for These RIAs

Rising profile views often signal more than curiosity. They reflect growing recognition, stronger marketing visibility, and increased inbound interest from peers, prospects, and partners. For example, firms like PFG Advisors have also appeared in broader industry news for platform transitions such as their move to LPL Financial, amplifying brand visibility across the advisor ecosystem.

How AdvizorPro Supports Visibility and Growth

AdvizorPro helps identify emerging RIA trends, uncover competitive shifts, and measure firm level engagement.

• Profile view tracking shows when other firms engage with your profile
  
  
• Search and filter tools identify fast growing RIAs and key decision makers
  
  
• Competitive benchmarking reveals how your firm compares across AUM, custodian, and region
  
  

Explore related insights in the TrafficIQ Marketing Playbook or review the Advisor Demographics Report 2025 to understand broader engagement patterns.

Amplify Your Visibility

If your firm is seeing a rise in views, now is the time to build on that momentum. Enhance your profile with rich content, leadership bios, and clear positioning. Leverage outreach tools through AdvizorPro to connect with viewing firms and monitor visibility trends to benchmark progress and uncover new opportunities.

Discover how AdvizorPro helps RIAs identify who is viewing their profiles, track competitive engagement, and turn visibility into meaningful relationships.

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