Every quarter, AdvizorPro tracks which RIA profiles are generating the most interest across the platform. Distribution teams, allocators, recruiters, and peers are actively researching a firm. That attention tends to reflect something happening beneath the surface, whether it is strong AUM growth, a team expansion or attrition, a new strategy, or growing brand recognition in the market.

This quarter's list captures the 10 RIA profiles that recorded the largest percentage increase in AdvizorPro profile views when comparing Q1 2026 (January through March 2026) to Q1 2025 (January through March 2025). The firms below are the ones generating the most attention across the platform. For a broader look at which firms are gaining assets over time, see our Fastest Growing RIAs report.

All key insights and AUM are based on data as of May 14th, 2026

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1. LPL Financial LLC | 58% profile view growth | $819.1B AUM

LPL Financial is one of the largest retail investment advisory firms and independent broker-dealer networks in the United States, headquartered in Fort Mill, South Carolina. The firm provides brokerage, investment advisory, and custodial services to a vast network of independent financial advisors and financial institutions, enabling them to build and grow their practices across more than 14,600 branch locations nationwide. With over 32,000 registered advisors serving more than two million clients, LPL is a dominant force in the independent wealth management channel, offering financial planning, portfolio management, retirement solutions, and a broad range of ancillary services to retail and institutional clients. 

If you want to explore the geographic footprint of firms like LPL across key markets, our RIA List by State is a useful companion resource.

Key Insights

• Total AUM increased 32.3% from $618.9B to $819.1B
• 32,910 total registered representatives across 14,606 branch locations
• Advisory client base: 2,196,590 clients
• CRM platform: Salesforce; technology stack includes Factset, FIS, Morningstar, and MSCI
• 67.5% of assets are held by high-net-worth individuals, representing $552.7B

2. Hightower Advisors, LLC | 113% profile view growth | $198.6B AUM

Hightower Advisors is a Chicago, Illinois-based wealth management firm and registered investment advisor that serves high-net-worth individuals, families, entrepreneurs, and business owners through a national network of affiliated advisory teams and practices. Founded in 2008, Hightower operates as a partnership model, acquiring and affiliating with independent wealth management teams across the country and providing them with institutional resources, technology infrastructure, and operational support across more than 400 offices. The firm's $198.6B in AUM is concentrated heavily in high-net-worth relationships, with an average account size exceeding $900,000, making it one of the most upmarket aggregator platforms in the independent advice space.

Key Insights

• Total AUM increased 20.6% from $164.8B to $198.6B
• Average account size: $901,713 per client
• 79.3% of assets with high-net-worth individuals, representing $157.4B
• CRM: HubSpot; investment platforms include Altium and JP Morgan
• Primary custodians: Fidelity/NFS ($40.1B) and Charles Schwab ($31.2B)

3. Osaic Wealth, Inc. | 130% profile view growth | $234.9B AUM

Osaic Wealth is a Scottsdale, Arizona-based independent broker-dealer and registered investment advisor operating under the Osaic brand, one of the largest networks of independent financial professionals in the country. Originally established under predecessor entities dating back to 1984, Osaic now functions as a unified platform connecting more than 11,600 independent financial advisors with advisory, brokerage, and wealth management services for individuals, families, entrepreneurs, and institutions. The firm's rapid profile view growth reflects the market's attention to its ongoing transformation and consolidation into a single-brand platform following years of multi-entity operations.

Key Insights

• Total AUM increased 17.3% from $200.3B to $234.9B
• 11,632 total registered representatives across 4,769 branch locations
• Advisory clients: 632,172; HNW and individual assets split nearly evenly at 48.3% each
• Investment platforms include CAIS, Envestnet, and the OSAIC platform
• Primary custodians: Pershing ($119.3B) and Fidelity/NFS ($76.6B)

4. CWM, LLC | 90% profile view growth | $50.6B AUM

Carson Wealth, the advisory brand operating under the registered entity CWM, LLC, is an Omaha, Nebraska-based wealth management firm founded in 2010. Operating through the Carson Group ecosystem, the firm offers a partnership model that enables financial advisors to build and scale their practices under the Carson Wealth banner while leveraging shared compliance, technology, marketing, and operational infrastructure across more than 320 locations nationwide. The firm serves individuals, families, business owners, and retirement plan participants, and has built a technology stack designed around delivering a high-quality, scalable planning experience.

Key Insights

• Total AUM increased 49.7% from $33.8B to $50.6B
• CRM: Salesforce; 
• Platforms include eMoney, Orion, Pontera, and iCapital
• 628 total registered representatives across 320 branch offices
• 1,416 total employees
• Primary custodians: Charles Schwab ($16.6B) and Fidelity/NFS ($7.0B)

5. &Partners | 60% profile view growth | $30.3B AUM

&Partners is a Nashville, Tennessee-based financial services firm registered as both a broker-dealer and an RIA that operates as a network of independently affiliated financial advisors serving individuals, families, corporations, and retirement plans. The firm works on a partnership philosophy, providing affiliated advisors with access to research, investment platforms, compliance, and operational resources while enabling them to maintain independence and serve clients within their own communities. With 118 branch locations and 547 registered representatives, &Partners has grown its advisory asset base substantially, reflecting strong adoption of its independent affiliation model.

Key Insights

• Total AUM grew from $14.1B to $30.3B, reflecting strong period-over-period growth
• 547 total registered representatives across 118 branch locations
• 703 total employees
• Investment platforms include Black Diamond, Envestnet, and iCapital
• Primary custodian: Fidelity/NFS ($30.2B); average account size: $486,682

6. NewEdge Advisors | 90% profile view growth | $43.2B AUM

NewEdge Advisors is a New Orleans, Louisiana-based registered investment advisor founded in 2014 that operates as a wealth management aggregator, partnering with independent advisory teams across the country and providing them with institutional infrastructure, compliance support, and a broad investment platform. The firm serves high-net-worth individuals, business owners, entrepreneurs, and retirees through a network of affiliated advisors spanning more than 350 offices. NewEdge has grown from just over $1B in AUM at its founding to more than $43B today, making it one of the fastest-scaling aggregators in the independent advice market.

Key Insights

• Total AUM increased 57.9% from $27.4B to $43.2B
• 592 total registered representatives across 354 branch offices; 1,073 total employees
• 65.8% of assets with high-net-worth individuals, representing $28.4B
• CRM: HubSpot and Salesforce; platforms include JP Morgan and Orion
• Average account size: $419,560; custodians include Fidelity/NFS ($15.1B), LPL Financial ($11.7B), and Charles Schwab ($7.6B)

7. Cambridge Investment Research Advisors, Inc. | 92% profile view growth | $138.7B AUM

Cambridge Investment Research Advisors is a Fairfield, Iowa-based registered investment advisor affiliated with Cambridge Investment Research, one of the nation's largest independent broker-dealer networks. Operating through more than 2,600 branch locations and nearly 4,000 registered representatives, Cambridge provides financial planning, investment advisory, retirement planning, and a full suite of wealth management services to individuals, families, and institutional clients across the country. The firm's broad geographic footprint and diverse service offerings make it one of the most widely distributed advisor networks in the independent channel.

Key Insights

• Total AUM increased 35.4% from $102.4B to $138.7B
• 3,974 total registered representatives across 2,661 branch locations
• Advisory clients: 430,028; HNW and individual clients split nearly evenly at 50.2% and 46.9% respectively
• Investment platforms include Envestnet and Potomac
• Primary custodians: Pershing ($40.5B) and Fidelity/NFS ($35.4B)

8. Wealth Enhancement Advisory Services, LLC | 98% profile view growth | $122.2B AUM

Wealth Enhancement Group is a Plymouth, Minnesota-based registered investment advisor and one of the most active acquirers in the independent wealth management space. Operating through Wealth Enhancement Advisory Services, LLC, the firm provides comprehensive financial planning, investment management, tax planning, estate planning, and business succession services to individuals, families, business owners, and retirement plan participants through a network of more than 940 advisors spread across 310 locations nationwide. The firm has grown from under $6B in AUM in 2017 to over $122B today, a trajectory that reflects both organic growth and a disciplined acquisition strategy. The Top Trending RIAs in AdvizorPro 2026 annual roundup offers additional context on how firms like Wealth Enhancement compare against the broader landscape.

Key Insights

• Total AUM increased 29.1% from $94.6B to $122.2B
• 947 total registered representatives across 310 branch offices; 1,700 total employees
• Average account size: $550,659
• Investment platforms include 55ip, CAIS, and Pontera
• Primary custodians: Charles Schwab ($70.4B) and Fidelity/NFS ($28.9B)

9. Ameriprise Financial Services, LLC | 382% profile view growth | $660.5B AUM

Ameriprise Financial Services is a Minneapolis, Minnesota-based registered investment advisor and one of the largest financial services companies in the United States, with roots tracing back to 1894 through its predecessor American Express Financial Advisors. The firm offers comprehensive financial planning, investment advisory, retirement planning, insurance, and estate planning services to individuals, families, and institutions through a national network of more than 14,000 financial advisors across more than 3,200 branch offices. With $660.5B in AUM and over 1.5 million advisory clients, Ameriprise ranks among the most significant players in the retail wealth management space and generated the highest profile view growth of any firm on this quarter's list at 382%.

Key Insights

• Total AUM increased 37.6% from $479.8B to $660.5B
• 14,335 total registered representatives across 3,272 branch offices
• Advisory clients: 1,510,678; 55.8% of assets held by high-net-worth individuals ($368.5B)
• CRM: Salesforce; investment platforms include Ameriprise and Envestnet
• 14,056 total employees; technology stack includes FIS

10. Commonwealth Financial Network | 31% profile view growth | $212.7B AUM

Commonwealth Financial Network is a Waltham, Massachusetts-based independent broker-dealer and registered investment advisor, consistently recognized as one of the top independent financial advisor networks in the country. Founded in 1979, Commonwealth provides independent financial advisors with compliance, technology, investment research, and practice management resources, enabling them to serve individual, family, and institutional clients across more than 1,170 branch locations. The firm has built a reputation for high advisor satisfaction and retention, and its platform supports advisors across a comprehensive range of services including financial planning, portfolio management, retirement planning, and business succession.

Key Insights

• Total AUM increased 20.1% from $177.0B to $212.7B
• 3,473 total registered representatives across 1,170 branch offices; 4,200 total employees
• Advisory clients: 380,938; 51.1% of assets with high-net-worth individuals ($108.7B)
• CRM: HubSpot and Salesforce; investment platforms include Axos Advisor Services and Envestnet
• Primary custodian: Fidelity/NFS ($205.5B), representing nearly the entirety of managed assets

Closing Thoughts

What this quarter's list makes clear is that profile view growth at this scale reflects more than casual curiosity. When a firm like Ameriprise records 382% growth in AdvizorPro profile views, or when aggregators like NewEdge and Hightower nearly double their view counts in a single quarter, it signals that distribution teams, allocators, and recruiters are actively re-evaluating where they direct their attention and resources. Profile view momentum in AdvizorPro tends to surface firms in motion, whether that means scaling AUM, expanding headcount, adding new affiliations, or simply gaining broader recognition in the market. These ten firms are the ones the industry is watching right now.

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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