We’re pleased to present a list of the top 100 independent RIAs in the United States, as recognized by AdvizorPro. This list objectively evaluates independent financial advisor companies across the US, ranking them by assets managed and the number of retail clients they serve.
AdvizorPro is a leading provider of data in the RIA & broker-dealer space, working with many of the nation’s most reputable advisor firms, asset managers, and fintech firms. And with the ever-growing RIA space constantly shifting, we created this ranking of the top independent RIAs to provide clarity on who the front-runners are as defined by assets managed and clients served. Under the list, you can find more details on the methodology used to create this ranking.
| Ranking | Company Name | State | AUM |
|---|---|---|---|
| 1 | Fisher Investments | TX | 192,000,000,000 |
| 2 | Creative Planning, LLC | KS | 155,000,000,000 |
| 3 | Savant Wealth Management | IL | 24,400,000,000 |
| 4 | EP Wealth Advisors | CA | 17,100,000,000 |
| 5 | Wealthspire Advisors | NY | 16,800,000,000 |
| 6 | Moneta Group Investment Advisors, LLC | MO | 30,700,000,000 |
| 7 | RWA Wealth Partners | MA | 14,700,000,000 |
| 8 | FCI Advisors | KS | 15,100,000,000 |
| 9 | Connectus Wealth, LLC | MD | 7,670,000,000 |
| 10 | Johnson Investment Counsel, Inc. | OH | 18,600,000,000 |
| 11 | Nicola Wealth Management Ltd. | 9,590,000,000 | |
| 12 | Forvis Wealth Advisors, LLC | MO | 7,890,000,000 |
| 13 | H.M. Payson & Co. | ME | 6,180,000,000 |
| 14 | Waverly Advisors, LLC | AL | 7,890,000,000 |
| 15 | The Colony Group, LLC | MA | 18,900,000,000 |
| 16 | Parallel Advisors, LLC | CA | 5,710,000,000 |
| 17 | Argi Investment Services, LLC | KY | 4,570,000,000 |
| 18 | Churchill Management Group | CA | 8,240,000,000 |
| 19 | Homrich Berg | GA | 15,200,000,000 |
| 20 | Fort Pitt Capital Group, LLC | PA | 4,300,000,000 |
| 21 | Ellevest | NY | 1,900,000,000 |
| 22 | Exencial Wealth Advisors | OK | 3,770,000,000 |
| 23 | Soltis Investment Advisors, LLC | UT | 5,640,000,000 |
| 24 | Mainstay Capital Management, LLC | MI | 3,720,000,000 |
| 25 | Freestone Capital Management, LLC | WA | 8,220,000,000 |
| 26 | R.M. Davis, Inc. | ME | 5,760,000,000 |
| 27 | NorthRock Partners, LLC | MN | 5,800,000,000 |
| 28 | Modera Wealth Management, LLC | NJ | 6,800,000,000 |
| 29 | Hamilton Capital | OH | 3,760,000,000 |
| 30 | Truwealth Advisors, LLC | LA | 2,110,000,000 |
| 31 | Chicago Partners Investment Group, LLC | IL | 4,590,000,000 |
| 32 | Merriman | WA | 3,300,000,000 |
| 33 | Apella Wealth | CT | 2,480,000,000 |
| 34 | MCF Advisors, LLC | KY | 2,330,000,000 |
| 35 | Confluence Financial Partners | PA | 2,470,000,000 |
| 36 | Aspiriant, LLC | CA | 13,100,000,000 |
| 37 | Investment Management Group | MT | 4,470,000,000 |
| 38 | Steelpeak Wealth, LLC | CA | 2,540,000,000 |
| 39 | Foster Group, Inc. | IA | 3,080,000,000 |
| 40 | Executive Wealth Management, LLC | MI | 1,440,000,000 |
| 41 | Cobblestone Capital Advisors, LLC | NY | 2,580,000,000 |
| 42 | California Financial Advisors | CA | 1,740,000,000 |
| 43 | Heck Capital Advisors, LLC | WI | 5,620,000,000 |
| 44 | Sym Financial Advisors | IN | 3,330,000,000 |
| 45 | Bradley Foster & Sargent, Inc. | CT | 6,850,000,000 |
| 46 | McKinley Carter Wealth Services, Inc. | WV | 1,900,000,000 |
| 47 | Valeo Financial Advisors, LLC | IN | 7,100,000,000 |
| 48 | F.L. Putnam Investment Management Co. | MA | 4,300,000,000 |
| 49 | Empirical Wealth Management | WA | 4,180,000,000 |
| 50 | Carlson Capital Management, LLC | MN | 2,990,000,000 |
| 51 | David Vaughan Investments, LLC | IL | 3,940,000,000 |
| 52 | Henssler Financial | GA | 2,640,000,000 |
| 53 | Legacy Wealth Management, Inc. | TN | 2,050,000,000 |
| 54 | Halbert Hargrove | CA | 2,740,000,000 |
| 55 | Greenspring Advisors, LLC | MD | 6,900,000,000 |
| 56 | Foster Victor Wealth Advisors | SC | 1,690,000,000 |
| 57 | Eversource Wealth Advisors, LLC | AL | 2,690,000,000 |
| 58 | Compass Financial Group, Inc | SD | 807,000,000 |
| 59 | Appleton Partners, Inc. | MA | 12,700,000,000 |
| 60 | Rather & Kittrell, Inc. | TN | 1,490,000,000 |
| 61 | Strategic Financial Services | NY | 1,660,000,000 |
| 62 | Summitry, LLC | CA | 1,990,000,000 |
| 63 | Howe And Rusling, Inc. | NY | 1,680,000,000 |
| 64 | Evergreen Capital Management LLC | WA | 4,550,000,000 |
| 65 | Heritage Financial Services | MA | 2,500,000,000 |
| 66 | BIP Wealth, LLC | GA | 2,310,000,000 |
| 67 | Bay Colony Advisors | MA | 893,000,000 |
| 68 | CGN Advisors, LLC | KS | 1,140,000,000 |
| 69 | RKL Private Wealth | PA | 1,430,000,000 |
| 70 | Sonoma Wealth Advisors | CA | 734,000,000 |
| 71 | ZWJ Investment Counsel, Inc. | GA | 3,540,000,000 |
| 72 | First Pacific Financial, Inc. | WA | 1,280,000,000 |
| 73 | Captrust Financial Advisors | MI | 1,700,000,000 |
| 74 | Wealth Advisors Group | IN | 934,000,000 |
| 75 | IAM Advisory LLC | PA | 572,000,000 |
| 76 | Phillips Financial | IN | 1,750,000,000 |
| 77 | Simon Quick Advisors, LLC | NJ | 5,100,000,000 |
| 78 | Bedel Financial Consulting Inc | IN | 1,810,000,000 |
| 79 | Rockwood Wealth Management, LLC | PA | 1,780,000,000 |
| 80 | Payne Capital Management, LLC | NY | 895,000,000 |
| 81 | Obermeyer Wood Investment Counsel, LLLP | CO | 1,890,000,000 |
| 82 | The Planning Center, Inc. | IL | 1,090,000,000 |
| 83 | Independence Financial Advisors, LLC | NH | 349,000,000 |
| 84 | Greenwood Capital Associates, LLC | SC | 1,360,000,000 |
| 85 | Eclectic Associates, Inc. | CA | 1,050,000,000 |
| 86 | NBC Capital Advisors Group | OR | 564,000,000 |
| 87 | Magnus Financial Group LLC | NY | 1,260,000,000 |
| 88 | Mitchell, Mcleod, Pugh & Williams, Inc. | AL | 1,690,000,000 |
| 89 | The Kelly Group | MD | 682,000,000 |
| 90 | Regatta Capital Group, LLC | CA | 1,020,000,000 |
| 91 | Clearwater Capital Partners | IL | 1,050,000,000 |
| 92 | Wealthspire Advisors | CA | 2,450,000,000 |
| 93 | Greystone Financial Group, LLC | MI | 1,030,000,000 |
| 94 | Wescott Financial Advisory Group, LLC | PA | 3,390,000,000 |
| 95 | Tradewinds Capital Management, LLC | WA | 524,000,000 |
| 96 | Willow Creek Wealth Management, Inc. | CA | 1,520,000,000 |
| 97 | Leonard Rickey Investment Advisors, PLLC | WA | 712,000,000 |
| 98 | Financial Consulate | MD | 590,000,000 |
| 99 | Diversified Portfolios, Inc. | MI | 1,550,000,000 |
| 100 | Klaas Financial Asset Advisors, LLC | IL | 569,000,000 |
Methodology: AdvizorPro sources its data directly from the Form ADV. Our rankings equally account for AUM and count of individual clients. Additionally, to qualify for the list, firms must have met the following criteria:
- Is an independent RIA
- Does not have employees who are registered representatives of a broker-dealer
- No more than 50% of amount of regulatory assets under management is attributable to pooled investment vehicles (other than investment companies)
- Manages assets for individual clients
- No more than 25% of amount of regulatory assets under management is attributable to pension and profit-sharing plans (but not the plan participants)
- No more than 25% of amount of regulatory assets under management is attributable to corporations or other businesses
- Provides financial planning services
- More than 500 financial planning clients
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