AdvizorPro Highlights 10 of the Fastest-Growing RIAs in the U.S.
Using AdvizorPro’s deep advisor and firm-level data, we spotlight 10 of the nation’s most prominent and rapidly growing independent RIAs, ranked by the latest available Assets Under Management (AUM). These firms serve high-net-worth individuals, families, and institutions with a wide range of services—from estate planning and charitable giving to tax strategies and bespoke investment management. While AUM is a key metric in evaluating firm scale, it’s just one part of the story; employee growth, client count, service breadth, and custody relationships all help paint a more complete picture of the modern RIA landscape.
1. Cerity Partners – $123B AUM
Cerity Partners LLC is a financial advisory firm that aims to improve the financial well-being of its clients through objective financial advice. They cater to high-net-worth individuals, businesses, and nonprofit organizations. Their services go beyond investments, as they bring together a team of experts including attorneys, tax advisors, financial planners, and investment professionals to address the diverse aspects of a client’s financial life. This comprehensive approach, along with their private partnership business model, has established them as one of the leading investment advisers in the nation, attracting talented and passionate financial advisors who share their commitment to serving clients ethically.
It is worth noting that Cerity Partners LLC reserves the right to retain and monitor all electronic communications, subject to applicable law. They are not responsible for any content posted by third-parties and do not endorse or recommend any statements made by them. While they may engage with third-party content, such engagement should not be construed as a recommendation, and the value, accuracy, or suitability of such content is not guaranteed by Cerity Partners LLC.
Key Insights:
- Has 63.82% of their assets with High-net-worth individuals
- Works with high-net-worth individuals
- Lists 73.32% of their SMA assets with Charles Schwab & Company
- Offers: 529 Plans
- Advisory clients increased from 16,499 to 19,873
- Number of employees increased from 909 to 1,166
- Total AUM increased 52.47% ($80,573,112,032 to $122,848,693,051)
2. Pathstone – $100B AUM
Pathstone is a family office that prides itself on its innovative approach to delivering trust and service. They offer a wide range of services tailored to the specific requirements of families and individuals, with the goal of enhancing their net results and achieving their objectives. Pathstone also aims to provide an exclusive client experience that is designed to meet each client’s desired outcomes.
In addition to serving families and individuals, Pathstone also offers services to existing family offices. With their proprietary portfolio execution and reporting system, they strive to reduce fees, cut taxes, enhance results, and provide controls and information in ways that were previously believed to be impossible. They also offer investment research, access, solutions, and tools to give family offices the flexibility to outsource certain investment components.
Pathstone also caters to foundations and endowments, providing fiduciary advice to support their fiduciary responsibilities. They offer investment counsel, process, and solutions specifically designed to serve trustee and committee-directed portfolios. Additionally, they provide impact investment solutions inclusive of measurement and reporting tools. They can manage the complete back office or complement existing organizations. Pathstone has multiple locations across the United States, ensuring accessibility to clients in various states.
Key Insights:
- Has 79.52% of their assets with High-net-worth individuals
- Works with high-net-worth individuals & accredited investors & accredited investors
- Lists 59.32% of their SMA assets with Charles Schwab & Company
- Offers: Asset Management, Charitable Giving, and Estate Planning
- Advisory clients increased from 1,931 to 2,219
- Number of employees increased from 408 to 663
- Total AUM increased 108.14% ($48,258,140,483 to $100,444,137,501)
3. Private Advisor Group – $37B AUM
Private Advisor Group (PAG) is a hybrid RIA and one of LPL Financial’s premier OSJs, supporting 750+ independent advisors nationwide from Morristown NJ and NYC. PAG offers compliance oversight, practice management and a model-portfolio marketplace, allowing affiliated advisors to scale while maintaining independent branding. The firm’s headquarters presence in Midtown underscores its long-standing East Coast roots and advisor-first ethos.
Key Insights:
- Has 49.82% of their assets with Individuals
- Works with high-net-worth individuals
- Lists 87.69% of their SMA assets with Lpl Financial
- Offers: Asset Management, Business Succession, and Estate Planning
- Advisory clients increased from 130,777 to 131,982
- Number of employees increased from 746 to 747
- Total AUM increased 5.6% ($35,289,437,628 to $37,264,670,686)
4. Silvercrest Asset Management Group – $36B AUM
Silvercrest Asset Management Group is an independent registered investment advisor that caters to families and select institutional investors, offering asset management and family office services. It blends the personalized service of private banks and investment counsel firms from a bygone era with contemporary approaches to portfolio construction, risk management, and diversification. The team at Silvercrest comprises seasoned professionals with extensive experience in wealth management, led by Managing Directors who boast an average of over 25 years in the industry. These individuals have skillfully guided their clients through various market conditions, unaffected by market trends but instead focused on aligning investments with clients’ risk tolerances. Silvercrest distinguishes itself from larger organizations by being free of the conflicts of interest that often plague the industry. The company’s size, employee ownership, and collegial culture create a refreshing contrast to Wall Street’s typical environment. It fosters a genuine enthusiasm in collaborating with both clients and colleagues. Silvercrest’s hallmark is providing high-quality, independent advice and unwavering dedication to client service, setting itself apart in a competitive industry.
Key Insights:
- Has 72.77% of their assets with High-net-worth individuals
- Works with high-net-worth individuals
- Lists 51.55% of their SMA assets with Pershing
- Offers: Asset Management, Business Succession, and Financial Planning
- Advisory clients decreased from 1,289 to 1,234
- Number of employees increased from 152 to 164
- Total AUM increased 9.54% ($33,280,642,411 to $36,454,729,839)
5. First Manhattan Co. – $34B AUM
Founded in 1964, First Manhattan is a storied, research-driven partnership focused on concentrated, long-term equity portfolios for families, foundations and institutions. The firm’s deep fundamental research culture, multigenerational advisor teams and private-company mindset have produced a loyal client base that spans decades. First Manhattan operates from its original Rockefeller Center location.
Key Insights:
- Has 86.99% of their assets with High-net-worth individuals
- Works with high-net-worth individuals
- Lists 100.00% of their SMA assets with Pershing
- Offers: Charitable Giving, Estate Planning, and Financial Planning
- Advisory clients increased from 5,661 to 5,722
- Number of employees decreased from 133 to 132
- Total AUM increased 8.21% ($31,826,559,572 to $34,439,571,092)
6. Rockefeller Capital Management – $32B AUM
Tracing its roots to the Rockefellers’ family office, Rockefeller Capital Management relaunched in 2018 as a modern, independent wealth and asset-management platform. Backed by Viking Global Investors and led by former Merrill Lynch COO Greg Fleming, the firm offers bespoke family office services, strategic advisory and institutional asset management—all under a fiduciary RIA umbrella anchored on Fifth Avenue.
Key Insights:
- Has 69.23% of their assets with High-net-worth individuals
- Works with high-net-worth individuals
- Lists 76.23% of their SMA assets with Fidelity/Nfs
- Offers: Asset Management, Business Succession, and Charitable Giving
- Total AUM increased 0.1% ($32,555,974,352 to $32,587,849,166)
- Advisory clients increased from 4,534 to 6,083
- Number of employees increased from 512 to 554
7. BBR Partners – $31B AUM
BBR Partners, a boutique wealth management firm, offers specialized financial advice and service to affluent families. They focus on developing and executing highly customized wealth strategies tailored to the specific requirements of each family. Originally established by founders who had enjoyed successful careers at corporate investment firms, BBR Partners aimed to create a superior solution for their clients. Their unique independent model, dedicated solely to serving wealthy families, provided an unprecedented level of objectivity and personalization. Although others have attempted to adopt a similar approach, they have been unable to replicate BBR Partners’ exceptional prowess, deep empathy, and unwavering dedication to their clients.
Key Insights:
- Has 69.47% of their assets with High-net-worth individuals
- Works with high-net-worth individuals
- Lists 100.00% of their SMA assets with Charles Schwab & Company
- Offers: Asset Management, Estate Planning, and Financial Planning
- Advisory clients increased from 1,831 to 1,901
- Total AUM increased 11.02% ($28,082,600,000 to $31,177,300,000)
- Number of employees increased from 165 to 170
8. Tiedemann Advisors – $29B AUM
Tiedemann Advisors, established in 1999, operates as one of the largest independent investment and wealth advisory firms catering to high-net-worth individuals, families, trusts, foundations, and endowments. With offices spread across nine locations in the United States, the company also houses Tiedemann Trust Company, a trust services office, in Wilmington, Delaware. Meanwhile, AlTi Tiedemann Global serves as a globally recognized wealth and asset manager that transforms powerful concepts into high-performing strategies and solutions. By ensuring a well-connected ecosystem of advice, solutions, and innovative investment opportunities, AlTi caters to a diverse range of clients including individuals, institutions, family-led businesses, and foundations. Drawing on their extensive experience, the firm’s team of professionals relentlessly strives to identify the most effective strategies, opportunities, and solutions worldwide for their clients and business partners. Additionally, AlTi stands as a prominent independent wealth and asset manager that focuses on entrepreneurs, multi-generational families, institutions, and emerging next-generation leaders by offering fiduciary capabilities, alternative investment strategies, and strategic advisory services.
Key Insights:
- Has 77.56% of their assets with High-net-worth individuals
- Works with high-net-worth individuals
- Lists 68.20% of their SMA assets with Fidelity/Nfs
- Offers: Estate Planning and Insurance
- Advisory clients increased from 473 to 475
- Number of employees increased from 142 to 187
- Total AUM increased 14.81% ($25,297,582,837 to $29,043,170,554)
9. Wealthspire Advisors – $26B AUM
Wealthspire Advisors is a national RIA formed via the 2019 combination of Sontag Advisory and Bronfman Rothschild. Now part of NFP, the firm emphasizes evidence-based investing, holistic planning and technology-enabled client experience. Wealthspire’s New York team services HNW families, corporate executives and nonprofits from offices in Midtown and Chelsea.
Key Insights:
- Has 88.85% of their assets with High-net-worth individuals
- Works with high-net-worth individuals
- Lists 83.83% of their SMA assets with Charles Schwab & Company
- Offers: 529 Plans
- Advisory clients increased from 8,400 to 9,060
- Number of employees increased from 294 to 335
- Total AUM increased 18.88% ($21,691,716,165 to $25,786,873,286)
10. Steward Partners Investment Advisory – $25B AUM
Steward Partners launched in 2013 as an employee-owned, hybrid partnership aimed at breakaway wirehouse advisors. The firm provides turnkey infrastructure, equity participation and a multi-custodial platform (Raymond James & Pershing) for its advisors. With support offices at 499 Park Avenue, Steward has built a sizable presence across the Northeast and Southeast.
Key Insights:
- Has 84.81% of their assets with High-net-worth individuals
- Works with high-net-worth individuals
- Lists 100.00% of their SMA assets with Raymond James
- Offers: 529 Plans
- Advisory clients increased from 45,026 to 52,986
- Number of employees increased from 499 to 591
- Total AUM increased 21.15% ($20,433,200,577 to $24,754,104,885)