The Top 100 Independent RIAs of 2025
AdvizorPro is proud to share our annual ranking of the Top 100 Independent Registered Investment Advisors (RIAs) in the U.S. This list highlights the largest and most influential independent firms serving retail investors today.
As the RIA industry continues to grow and evolve, our goal is to provide a clear snapshot of the current leaders based on objective, transparent criteria.
Methodology
Our rankings are based on publicly available data sourced primarily from SEC Form ADV filings. To qualify, firms must:
Be registered with the SEC
Operate independently
Serve primarily retail (non-institutional) clients
We rank firms using two key metrics:
Assets Under Management (AUM): Total discretionary and non-discretionary assets managed.
Number of Retail Clients: Total individual clients receiving investment advisory services.
This approach emphasizes firms that demonstrate both scale and reach in serving individual investors.
Explore the Full 2025 Rankings
Below is an interactive table of the Top 100 Independent RIAs ranked by AUM and client count.
| Ranking | Company Name | State | AUM |
|---|---|---|---|
| 1 | Fisher Investments | TX | $298,729,428,900.00 |
| 2 | Creative Planning | KS | $217,399,324,981.00 |
| 3 | Betterment | NY | $56,368,684,129.00 |
| 4 | Corient | FL | $118,191,936,095.00 |
| 5 | Cerity Partners Llc | NY | $80,573,112,032.00 |
| 6 | Savant Wealth Management | IL | $29,064,581,877.00 |
| 7 | Ep Wealth Advisors | CA | $22,321,000,000.00 |
| 8 | Wealthspire Advisors | NY | $25,786,873,286.00 |
| 9 | Brookstone Capital Management Llc | IL | $10,409,137,908.00 |
| 10 | Moneta Group Investment Advisors, Llc | MO | $37,481,639,918.00 |
| 11 | Waverly Advisors, Llc | AL | $16,130,190,961.00 |
| 12 | Rwa Wealth Partners | MA | $15,423,271,608.00 |
| 13 | Johnson Investment Counsel, Inc. | OH | $20,872,135,890.00 |
| 14 | Modera Wealth Management, Llc | NJ | $15,510,482,152.00 |
| 15 | Clearstead; Hartland & Co., Llc; Clearstead Advisory Solutions | OH | $24,294,182,322.00 |
| 16 | Foundations Investment Advisors Llc | AZ | $7,184,472,288.00 |
| 17 | Advisors Capital Management, Llc | NJ | $7,440,044,457.00 |
| 18 | Nicola Wealth Management Ltd. | $10,043,703,386.00 | |
| 19 | Parallel Advisors, Llc | CA | $8,735,387,332.00 |
| 20 | Forvis Mazars Wealth Advisors, Llc | MO | $8,922,002,847.00 |
| 21 | Sagespring Wealth Partners | TN | $6,485,071,326.00 |
| 22 | H. M. Payson & Co. | ME | $8,129,599,283.00 |
| 23 | Pure Financial Advisors, Llc | CA | $8,023,229,867.00 |
| 24 | Focus Partners Wealth, Llc | MA | $21,472,648,180.00 |
| 25 | Homrich Berg | GA | $18,591,404,091.00 |
| 26 | Axxcess Wealth Management, Llc | CA | $6,329,396,180.00 |
| 27 | Cresset Asset Management, Llc | IL | $62,017,355,005.00 |
| 28 | Orgel Wealth Management, Llc | WI | $8,060,225,434.00 |
| 29 | Churchill Management Group | CA | $10,083,906,150.00 |
| 30 | Soltis Investment Advisors, Llc | UT | $8,352,553,865.00 |
| 31 | Farther | CA | $5,881,146,607.00 |
| 32 | Annex Wealth Management, Llc | WI | $5,583,981,406.00 |
| 33 | Freestone Capital Management, Llc | WA | $10,541,431,286.00 |
| 34 | Aptus Capital Advisors, Llc | AL | $5,285,077,689.00 |
| 35 | Dynamic Wealth Advisors | AZ | $5,341,333,686.00 |
| 36 | Mission Wealth Management, Lp | CA | $10,024,060,630.00 |
| 37 | Dakota Wealth, Llc | FL | $6,335,261,507.00 |
| 38 | Cw Advisors, Llc | MA | $9,301,984,860.00 |
| 39 | The Pacific Financial Group, Inc. | WA | $4,111,414,788.00 |
| 40 | Advance Capital Management Inc | MI | $4,504,447,556.00 |
| 41 | Fiduciary Counselling Inc | MN | $9,504,938,311.00 |
| 42 | Capital Advisors, Inc. | OK | $6,146,880,645.00 |
| 43 | Bradley Foster & Sargent Inc | CT | $7,676,519,110.00 |
| 44 | Facet | MD | $3,865,037,052.00 |
| 45 | Exencial Wealth Advisors | OK | $5,301,377,514.00 |
| 46 | R M Davis Inc | ME | $7,267,414,894.00 |
| 47 | Northrock Partners, Llc | MN | $6,596,242,797.00 |
| 48 | Retirement Planners Of America | TX | $3,975,227,271.00 |
| 49 | Allegheny Financial Group Ltd | PA | $4,472,173,015.00 |
| 50 | Carnegie Investment Counsel | OH | $5,153,816,974.00 |
| 51 | Index Fund Advisors, Inc. | CA | $5,329,171,931.00 |
| 52 | Tci Wealth Advisors, Inc. | AZ | $4,527,183,704.00 |
| 53 | Valeo Financial Advisors, Llc | IN | $10,639,940,975.00 |
| 54 | Mainstay Capital Management, Llc | MI | $4,167,228,076.00 |
| 55 | Bartlett & Co. Wealth Management Llc | OH | $9,391,242,919.00 |
| 56 | Bridges Investment Management Inc | NE | $9,882,583,283.00 |
| 57 | Zhang Financial | MI | $6,547,690,960.00 |
| 58 | Brighton Jones Llc | WA | $12,488,348,504.00 |
| 59 | Hamilton Capital | OH | $4,219,857,272.00 |
| 60 | Cardinal Capital Management, Inc. | $3,593,207,210.00 | |
| 61 | Aspiriant, Llc | CA | $15,461,155,000.00 |
| 62 | St. Germain Investment Management | MA | $3,099,684,697.00 |
| 63 | Palisade Capital Management, Lp | NJ | $4,225,941,279.00 |
| 64 | Cx Institutional, Llc | IN | $3,337,998,958.00 |
| 65 | Chicago Partners Investment Group Llc | IL | $4,592,823,456.00 |
| 66 | F L Putnam Investment Management Co. | MA | $6,168,006,683.00 |
| 67 | Vivaldi Capital Management Lp | IL | $4,647,085,822.00 |
| 68 | Efficient Advisors | OH | $2,768,397,462.00 |
| 69 | Stonegate Investment Group, Llc | AL | $5,670,936,072.00 |
| 70 | Wealth Management | NE | $3,100,744,962.00 |
| 71 | Apella Wealth | CT | $3,349,019,931.00 |
| 72 | Tfo Wealth Partners | OH | $4,852,786,561.00 |
| 73 | Beacon Trust | NJ | $4,018,244,995.00 |
| 74 | Gerber Kawasaki Wealth & Investment Management | CA | $2,593,632,962.00 |
| 75 | Cain, Watters & Associates, Llc | TX | $3,544,679,305.00 |
| 76 | North Star Asset Management Inc | WI | $3,079,601,758.00 |
| 77 | Maseco Private Wealth | $3,270,804,576.00 | |
| 78 | Truepoint, Inc. | OH | $4,935,598,041.00 |
| 79 | Steelpeak Wealth, Llc | CA | $3,439,042,634.00 |
| 80 | Northwest Asset Management | WA | $3,271,377,063.00 |
| 81 | Meridian Wealth Management, Llc | KY | $2,905,556,042.00 |
| 82 | Beaumont Financial Partners | MA | $3,377,274,255.00 |
| 83 | Visionary Wealth Advisors, Llc | MO | $2,431,194,400.00 |
| 84 | Signaturefd, Llc | GA | $8,331,600,262.00 |
| 85 | Confluence Financial Partners | PA | $3,055,505,438.00 |
| 86 | Leavell Investment Management, Inc. | AL | $2,967,145,153.00 |
| 87 | Jfs Wealth Advisors, Llc | PA | $3,389,350,596.00 |
| 88 | Courier Capital, Llc | NY | $3,090,300,516.00 |
| 89 | Transform Wealth, Llc | CO | $3,377,136,557.00 |
| 90 | Verdence Capital Advisors, Llc | MD | $3,912,055,977.00 |
| 91 | Destination Wealth Management | CA | $4,145,050,618.00 |
| 92 | Mcf Advisors, Llc | KY | $2,885,125,803.00 |
| 93 | Sym Financial Advisors | IN | $4,055,387,303.00 |
| 94 | Cps Investment Advisors | FL | $2,656,293,459.00 |
| 95 | Arax Advisory Partners | CO | $2,805,108,884.00 |
| 96 | Foster Group, Inc. | IA | $3,542,998,153.00 |
| 97 | Truwealth Advisors, Llc | LA | $2,535,697,292.00 |
| 98 | Berger Financial Group | MN | $2,500,753,183.00 |
| 99 | Plancorp, Llc | MO | $7,295,029,795.00 |
| 100 | Empirical Wealth Management | WA | $6,701,226,120.00 |
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