Every month, AdvizorPro tracks which RIA profiles are generating the most interest across the platform. A spike in profile views is a real-time signal: it means distribution teams, allocators, recruiters, and peers are actively researching a firm. That attention tends to reflect something happening under the surface, whether it is strong AUM growth, a team expansion, a new strategy, or growing brand awareness in the market.

This month's list focuses exclusively on RIAs with less than $1 billion in assets under management. Smaller firms rarely show up in traditional rankings dominated by the largest players, but they often represent some of the most dynamic stories in the independent advice space. The firms below recorded the largest percentage increases in AdvizorPro profile views from February to March 2026, making them the ones worth knowing right now.

If you want to see how this compares to prior months, you can also check our Top Trending RIAs in AdvizorPro 2026 annual roundup.

1. Piedmont Capital Management, LLC | 1,300% profile view growth | $495.6M AUM

Piedmont Capital Management is a fee-only registered investment advisor headquartered in Greensboro, North Carolina, offering discretionary asset management, financial planning, and defined-contribution plan management to individuals, families, trusts, charitable organizations, and businesses. The firm was established in 2006 and operates under a strict fiduciary standard, earning revenue solely from client advisory fees and applying no product-based compensation. Its platform includes technology tools such as Black Diamond, eMoney, and JP Morgan, and it custodies 100% of its SMA assets with Fidelity/NFS.

Key Insights

• Has 65.8% of their assets with High-net-worth individuals
• Works with platforms including: Black Diamond | eMoney | JP Morgan.
• Works with high-net-worth individuals
• Lists 100.0% of their SMA assets with Fidelity/NFS
• Offers: Estate Planning and Financial Planning
• Advisory clients decreased from 99 to 96
• Number of employees decreased from 26 to 24
• Total AUM increased 21.6% ($407,650,320 to $495,622,727)

2. MacroView Investment Management LLC | 1,100% profile view growth | $387.1M AUM

MacroView Investment Management is a Bethesda, Maryland-based investment advisory firm founded in 2010, originally specializing in fixed-income investing and now offering comprehensive financial planning, total portfolio management, and retirement plan consulting to individuals, businesses, and institutional clients across the DC Metropolitan area and beyond. The firm serves retail investors, high-net-worth individuals, pension plans, and corporations, and is registered across 14 states. MacroView's 30.4% AUM growth puts it well above its peer group, earning it the top performance bullet among $200M-$500M RIAs in this month's data.

Key Insights

• Experienced top 82.7% AUM growth compared to $200M - $500 RIAs with 30% AUM growth.
• Has 46.4% of their assets with High-net-worth individuals
• Works with high-net-worth individuals
• Lists 63.7% of their SMA assets with Fidelity/NFS
• Offers: Asset Management, Estate Planning, and Financial Planning
• Advisory clients increased from 225 to 249
• Total AUM increased 30.4% ($296,892,087 to $387,072,284)
• Number of employees increased from 3 to 5

3. ORBA Wealth Advisors, LLC | 1,000% profile view growth | $136.9M AUM

ORBA Wealth Advisors is a Chicago, Illinois-based registered investment advisor and subsidiary of Ostrow Reisin Berk & Abrams, Ltd., one of Chicago's largest public accounting firms. The firm serves high-achieving entrepreneurs, high-net-worth individuals, and families through a goals-based financial planning and investment management model that integrates tax strategy, wealth transfer planning, risk mitigation, and insurance. Backed by ORBA's broader accounting infrastructure, the firm delivers a depth of coordination between tax and investment advice that standalone advisors rarely offer. ORBA Wealth Advisors custodies 100% of its SMA assets with LPL Financial.

Key Insights

• Has 86.8% of their assets with High-net-worth individuals
• Works with high-net-worth individuals
• Lists 100.0% of their SMA assets with Lpl Financial
• Offers: Asset Management, Estate Planning, and Financial Planning
• Advisory clients decreased from 233 to 107
• Total AUM decreased 46.8% ($257,142,862 to $136,895,601)
• Number of employees increased from 9 to 16

4. Intelligence Driven Advisers, LLC | 650% profile view growth | $881.9M AUM

Intelligence Driven Advisers (IDA) is a Carlsbad, California-based wealth advisory firm founded in 2009, serving individuals, families, qualified pension and trusts, charitable organizations, and corporations. IDA is built on the principle of bringing institutional-grade thinking and investment solutions to individual investors, and operates across multiple locations including Murrieta, California and Fort Worth, Texas. The firm runs its advisory workflows on eMoney and Orion and custodies 100% of its SMA assets with Charles Schwab.

Key Insights

• Has 87.4% of their assets with High-net-worth individuals
• Works with platforms including: eMoney | Orion.
• Works with high-net-worth individuals
• Lists 100.0% of their SMA assets with Charles Schwab & Company
• Offers: 529 Plans
• Advisory clients increased from 961 to 969
• Number of employees increased from 17 to 24
• Total AUM decreased 15.3% ($977,894,615 to $828,210,292)

5. XYPN Invest | 600% profile view growth | $881.5M AUM

XYPN Invest operates as the SEC-registered investment advisor behind XYPN Sapphire, a corporate affiliation model developed by XY Planning Network (XYPN) to help fee-only financial planners build independent practices without the compliance, technology, and back-office burden of running a standalone RIA. Advisors operating under the Sapphire umbrella access professionally managed investment models, trading, billing, and performance reporting infrastructure, allowing them to spend more time on client relationships. XYPN Invest's 174.6% AUM growth and near-doubling of client count make it one of the most striking growth stories in the sub-$1B universe this month. For a broader view of how ETF allocations are shifting at similar firms, see our 2026 RIA ETF Trends Report.

Key Insights

• Experienced top 98.2% AUM growth compared to $750M - $1B RIAs with 175% AUM growth.
• Has 51.5% of their assets with High-net-worth individuals
• Works with platforms including: eMoney | Envestnet | Envestnet MoneyGuide | Kwanti | Orion | Pontera.
• Works with high-net-worth individuals
• Lists 100.0% of their SMA assets with Charles Schwab & Company
• Offers: Asset Management, Charitable Giving, and College Planning
• Advisory clients increased from 325 to 691
• Number of employees increased from 32 to 55
• Total AUM increased 174.6% ($321,042,677 to $881,503,781)

6. Westview Investment Advisors | 550% profile view growth | $228.6M AUM

Westview Investment Advisors is a Burlington, Vermont-based independent, fee-only registered investment advisor established in 1998, providing custom portfolio management and comprehensive financial planning services to individuals, small businesses, endowments, and non-profits. The firm has recently expanded with a branch office in Hilton Head Island, South Carolina, and operates with a client-centered philosophy focused on long-term relationships built on integrity. Westview runs its advisory platform on Black Diamond and eMoney and splits its SMA custody between Fidelity/NFS and other custodians.

Key Insights

• Has 76.9% of their assets with High-net-worth individuals
• Works with platforms including: Black Diamond | eMoney.
• Works with high-net-worth individuals
• Lists 54.4% of their SMA assets with Fidelity/NFS
• Offers: College Planning, Estate Planning, and Financial Planning
• Advisory clients increased from 155 to 169
• Number of employees increased from 4 to 5
• Total AUM increased 16.2% ($196,770,348 to $228,645,287)

7. Bravias Financial | 500% profile view growth | $212M AUM

Bravias Financial is an Iselin, New Jersey-based independent financial services firm specializing in retirement planning, investment management, insurance planning, and estate planning, with a particular emphasis on serving federal and state public employees, business owners, and professionals nationwide. The firm offers a complimentary Federal Benefits and Retirement Analysis to federal employees and provides both in-office and virtual Zoom appointments to serve clients across the country. Investment advisory services are offered through Bravias Capital Group, LLC, a New Jersey State Registered Investment Advisor. The firm custodies 100% of its SMA assets with Charles Schwab.

Key Insights

• Has 58.3% of their assets with Individuals
• Works with high-net-worth individuals
• Lists 100.0% of their SMA assets with Charles Schwab & Company
• Offers: Asset Management, Estate Planning, and Financial Planning
• Advisory clients increased from 380 to 407
• Total AUM increased 6.2% ($170,415,441 to $180,966,145)

8. Benchmark Financial Wealth Advisors LLC | 500% profile view growth | $766.1M AUM

Benchmark Financial Wealth Advisors is a Boca Raton, Florida-based independent registered investment advisor founded in 1999, providing wealth management, investment advisory, financial planning, and qualified retirement plan services to individuals, families, and business owners across South Florida and beyond, operating from three offices in the region. The firm takes an objective, advocacy-driven approach to advising, acting as a fiduciary across all client relationships. Benchmark runs its advisory technology stack on eMoney, Orion, and PONTERA, and custodies 100% of its SMA assets with Fidelity/NFS.

Key Insights

• Has 74.1% of their assets with High-net-worth individuals
• Works with platforms including: eMoney | Orion | Pontera.
• Works with high-net-worth individuals & accredited investors
• Lists 100.0% of their SMA assets with Fidelity/Nfs
• Offers: Asset Management, Business Succession, and Estate Planning
• Advisory clients decreased from 387 to 366
• Number of employees increased from 10 to 14
• Total AUM increased 6.2% ($721,666,983 to $766,078,294)

9. Prevail Innovative Wealth Advisors, LLC | 400% profile view growth | $815.4M AUM

Prevail Innovative Wealth Advisors is a Leawood, Kansas-based RIA founded in 2017 on the belief that the traditional financial investment system is rigid and takes control away from the client. The firm surrounds each client with what it describes as a financial board of directors, combining diversified tax strategy, investment management, real estate as an alternative asset class, and venture capital to build comprehensive, client-directed wealth plans. Prevail serves both high-net-worth individuals and accredited investors, and custodies 100% of its SMA assets with Charles Schwab. Its headcount grew from 33 to 45 employees in the most recent filing period, a signal of continued operational scale.

Key Insights

• Has 48.4% of their assets with High-net-worth individuals
• Works with accredited investors & high-net-worth individuals
• Lists 100% of their SMA assets with Charles Schwab & Company
• Offers: Asset Management, Estate Planning, and Financial Planning
• Advisory clients increased from 665 to 769
• Total AUM increased 4.5% ($780,044,481 to $815,418,771)
• Number of employees increased from 33 to 45

10. Retirement Capital Strategies, Inc. | 106% profile view growth | $295.5M AUM

Retirement Capital Strategies is a San Jose, California-based registered investment advisor that helps clients build and maintain wealth through a combination of investment management and complimentary financial and retirement planning services. The firm serves high-net-worth individuals and runs its advisory workflow on Black Diamond and iRebal, custodying 100% of its SMA assets with Charles Schwab. RCS also supports clients with 529 plans and business succession planning, reflecting a broad service capability for both personal and business financial needs.

Key Insights

• Has 65.9% of their assets with High-net-worth individuals
• Works with platforms including: Black Diamond | iRebal.
• Works with high-net-worth individuals
• Lists 100.0% of their SMA assets with Charles Schwab & Company
• Offers: 529 Plans, Asset Management, and Business Succession
• Advisory clients decreased from 282 to 275
• Total AUM increased 11.4% ($265,206,130 to $295,517,793)
• Number of employees decreased from 7 to 6

Closing Thoughts

What this month's list makes clear is that momentum in the RIA space does not belong exclusively to the largest firms. From a corporate RIA model tripling its AUM to a 25-year-old Vermont boutique quietly building a second office, the sub-$1B tier is where some of the most compelling growth stories are unfolding right now. Profile views in AdvizorPro are an early indicator worth paying attention to, and these ten firms are the ones the market is watching.

If you want to understand how advisor movement trends are shaping the broader RIA landscape, our U.S. Wealth Advisor Movement Report 2026 is a useful companion read.

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.

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