RIAs across the advisory landscape are continuing to capture attention on the AdvizorPro platform, and the firms highlighted below saw the most significant year over year growth in profile views. 

These firms demonstrate momentum in scaling assets under management, expanding teams, and strengthening their presence. Advisor activity is increasingly year round as movements and growth trends continue to accelerate. Below are the top trending RIAs in AP for 2025 based on profile view growth and firm level indicators that signal broader traction.

Summit Financial, LLC

Summit Financial is headquartered in Parsippany New Jersey and provides wealth management solutions to high net worth and ultra high net worth clients. The firm delivers investment advisory, financial planning, and estate planning services backed by a multidisciplinary advisor team. Summit Financial positions itself as a partner for complex wealth needs and has continued to expand its national footprint through team additions. The firm emphasizes customized planning and fiduciary guidance supported by an open architecture platform.

Key insights

• Profile views growth: 420.8%

• AUM: $14,959,048,272

• Experienced top 82.8% AUM growth compared to $1B+ RIAs with 30% AUM growth.

• Has 75.3% of their assets with High-net-worth individuals

• Works with platforms including: Adhesion Wealth | Ameriprise | Black Diamond | CAIS | eMoney | Envestnet | iCapital | IDX | Orion | PONTERA | SEI Investments | Tamarac.

• Has added 26 teams within the last year.

• Has a total of 27 teams under it.

• Works with accredited investors & high-net-worth individuals

• Lists 60.5% of their SMA assets with Fidelity/Nfs

• Offers: 529 Plans

• Advisory clients decreased from 19,278 to 9,869

• Number of employees increased from 330 to 353

Focus Partners Wealth, LLC

Focus Partners Wealth is based in Deerfield Illinois and operates as part of the Focus Financial network. The firm specializes in investment advisory services for high net worth families and institutional clients with a focus on long term portfolio management and succession planning. Focus Partners Wealth continues to scale AUM and client relationships while leveraging technology platforms and strategic partnerships for advisor support and client reporting.

Key insights

• increased profile views by 234.0%

• AUM:  $95,889,888,426

• Experienced top 99.4% AUM growth compared to $1B+ RIAs with 347% AUM growth.

• Has 85.1% of their assets with High-net-worth individuals

• Works with platforms including: Adhesion Wealth | Black Diamond | CAIS | eMoney | Envestnet | iCapital | Orion | PONTERA | SMArtX | Tamarac.

• Has 1 team under it.

• Works with high-net-worth individuals

• Lists 57.8% of their SMA assets with Charles Schwab & Company

• Offers: 529 Plans

• Number of employees increased from 1,535 to 1,600

• Advisory clients increased from 6,349 to 35,799

Sanctuary Advisors, LLC

Sanctuary Advisors is headquartered in Indianapolis Indiana and operates as a partner platform for independent advisors seeking flexibility and scale. The firm provides access to wealth management tools, investment solutions, and advisory support across a national network. Sanctuary Advisors has experienced rapid growth by adding advisor teams and providing operational autonomy supported by centralized infrastructure.

Key insights

• increased profile views by 187.8%

• AUM: $27,696,000,000

• Has 65.7% of their assets with High-net-worth individuals

• Works with platforms including: Adhesion Wealth | Ameriprise | eMoney | JP Morgan | Orion | PONTERA.

• Has added 53 teams within the last year.

• Has a total of 64 teams under it.

• Works with high-net-worth individuals

• Lists 52.9% of their SMA assets with Pershing

• Offers: 529 Plans

• Number of employees increased from 691 to 699

• Advisory clients increased from 13,005 to 17,567

DLW Financial Management, LLC

DLW Financial Management, based in Boston Massachusetts, provides comprehensive wealth management and financial planning services tailored to individual investors and business owners. The firm emphasizes long term asset management, charitable giving strategies, and business succession planning supported by a personalized advisory model. DLW Financial Management leverages Envestnet MoneyGuide to support planning workflows and client experience.

Key insights

• increased profile views by 132.0%

• AUM: $8,632,636

• Has 84.6% of their assets with Individuals

• Works with platforms including: Envestnet MoneyGuide.

• Works with high-net-worth individuals

• Lists 100.0% of their SMA assets with Charles Schwab & Company

• Offers: Asset Management, Business Succession, and Charitable Giving

• Advisory clients decreased from 37 to 34

CWM, LLC

CWM also known as Carson Wealth is headquartered in Omaha Nebraska and provides wealth advisory and financial planning services to individuals and institutions. The firm is recognized for its client centric approach and advisor driven growth model with national reach. CWM offers a comprehensive suite of planning resources and investment solutions while continuing to expand through team additions and platform innovation supported by technology partnerships.

Key insights

• increased profile views by 124.2%

• AUM: $33,775,526,748

• Has 50.6% of their assets with High-net-worth individuals

• Works with platforms including: 55ip | eMoney | Envestnet | iCapital | Orion | PONTERA.

• Has added 7 teams within the last year.

• Has a total of 50 teams under it.

• Works with high-net-worth individuals & accredited investors

• Lists 70.3% of their SMA assets with Charles Schwab & Company

• Offers: 529 Plans

• Advisory clients increased from 40,330 to 44,335

• Number of employees increased from 1,111 to 1,314

• Total AUM increased 26.1% ($26,774,389,503 to $33,775,526,748)

Hightower Advisors, LLC

Hightower Advisors is headquartered in Chicago Illinois and is among the largest independent RIAs in the United States. The firm offers full spectrum advisory services powered by a national advisor network and a centralized operational model. Hightower focuses on high net worth clients and institutions while expanding its platform capabilities through strategic partnerships and acquisitions.

Key insights

• increased profile views by 95.6%

• AUM: $164,789,471,551

• Experienced top 80.6% AUM growth compared to $1B+ RIAs with 27% AUM growth.

• Has 77.9% of their assets with High-net-worth individuals

• Works with platforms including: Altium | Black Diamond | eMoney | JP Morgan | Orion | Tamarac.

• Has added 95 teams within the last year.

• Has a total of 107 teams under it.

• Works with high-net-worth individuals

• Lists 45.8% of their SMA assets with Fidelity/Nfs

• Offers: 529 Plans

• Advisory clients increased from 52,309 to 56,818

• Number of employees increased from 1,816 to 1,837

NewEdge Advisors

NewEdge Advisors is headquartered in New Orleans Louisiana and supports independent advisors and institutions with technology, investment solutions, and practice management services. The firm focuses on high net worth clients and provides advisors with access to multiple clearing and custodial partners. NewEdge Advisors has continued to expand its national reach through team growth and platform enhancements.

Key insights

• increased profile views by 93.1%

• AUM:  $27,379,149,905

• Experienced top 91.4% AUM growth compared to $1B+ RIAs with 49% AUM growth.

• Has 62.6% of their assets with High-net-worth individuals

• Works with platforms including: Advyzon | Ameriprise | eMoney | Envestnet | Envestnet MoneyGuide | JP Morgan | Orion | PONTERA | Tamarac.

• Has added 51 teams within the last year.

• Has 96 teams under it.

• Works with high-net-worth individuals & accredited investors

• Lists 37.5% of their SMA assets with Lpl Financial

• Offers: 529 Plans

• Advisory clients increased from 34,610 to 43,106

• Number of employees increased from 570 to 768

Cambridge Investment Research Advisors, Inc.

Cambridge Investment Research Advisors is headquartered in Fairfield Iowa and serves advisors and clients across the country with financial planning, investment advisory, and retirement planning services. The firm combines an independent advisor model with technology driven infrastructure to support scale. Cambridge offers a full suite of planning and succession services for advisors and their clients.

Key insights

• increased profile views by 92.7%

• AUM:  $102,413,096,032

• Has 49.5% of their assets with Individuals

• Works with platforms including: Envestnet | POTOMAC.

• Has added 77 teams within the last year.

• Has a total of 527 teams under it.

• Works with high-net-worth individuals

• Lists 53.3% of their SMA assets with Pershing

• Offers: Asset Management, Business Succession, and Estate Planning

• Advisory clients increased from 378,630 to 400,232

• Number of employees increased from 3,312 to 3,361

Creative Planning

Creative Planning is headquartered in Overland Park Kansas and is among the largest independent RIAs in the country. The firm provides comprehensive planning, wealth management, tax, and estate services for high net worth and accredited investors. Creative Planning continues to expand through acquisitions and platform growth while leveraging technology solutions for client experience.

Key insights

• Increased profile views by 82.8%

• AUM: $217,399,324,981

• Has 54.4% of their assets with High-net-worth individuals

• Works with platforms including: CAIS | Orion.

• Has 1 team under it.

• Works with high-net-worth individuals & accredited investors & accredited investors

• Lists 80.0% of their SMA assets with Charles Schwab & Company

• Offers: 529 Plans

• Advisory clients increased from 76,023 to 84,863

• Number of employees increased from 1,319 to 1,428

Wealth Enhancement Advisory Services, LLC

Wealth Enhancement Advisory Services is headquartered in Plymouth Minnesota and provides integrated financial planning, tax, and investment management services. The firm focuses on serving high net worth clients through a collaborative advisor team model supported by centralized planning resources. Wealth Enhancement Advisory Services has experienced strong AUM growth and expanded employee count significantly as it scales across markets.

Key insights

• increased profile views by 40.8%

• AUM: $94,632,028,506

• Experienced top 84.0% AUM growth compared to $1B+ RIAs with 31% AUM growth.

• Has 48.8% of their assets with High-net-worth individuals

• Works with platforms including: 55ip | Black Diamond | CAIS | eMoney | PONTERA.

• Works with high-net-worth individuals & accredited investors

• Lists 96.9% of their SMA assets with Charles Schwab & Company

• Offers: 529 Plans, Asset Management, and Business Succession

• Advisory clients increased from 59,399 to 71,064

• Number of employees increased from 712 to 1,230

Insights for Distribution and Advisor Engagement Teams

The RIAs highlighted above reveal clear momentum among firms scaling through team expansion, technology adoption, and diversified services. For distribution and marketing teams, tracking advisor growth patterns can support better segmentation and prioritization.

Recent data covered in Advisor Moves November 2025 underscores how advisor transitions and firm expansion have steadily increased throughout the year rather than clustering in traditional peak seasons. Additional context on trends shaping advisor behavior can be found in the RIA ETF Trends Report Q3 2025, offering deeper insights into how ETF demand correlates with advisor engagement.

‍

Accelerate Your Growth Strategy

Identifying advisor growth patterns and firm expansion provides a competitive advantage for distribution teams seeking to prioritize outreach. If you want to leverage real time advisor intelligence to find and engage your ideal prospects, Start your free trial. 

‍