The Top 100 Independent RIAs – 2024

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.


RankingCompany NameStateAUM
1Fisher InvestmentsTX192,000,000,000
2Creative Planning, LLCKS155,000,000,000
3Savant Wealth ManagementIL24,400,000,000
4EP Wealth AdvisorsCA17,100,000,000
5Wealthspire AdvisorsNY16,800,000,000
6Moneta Group Investment Advisors, LLCMO30,700,000,000
7RWA Wealth PartnersMA14,700,000,000
8FCI AdvisorsKS15,100,000,000
9Connectus Wealth, LLCMD7,670,000,000
10Johnson Investment Counsel, Inc.OH18,600,000,000
11Nicola Wealth Management Ltd.9,590,000,000
12Forvis Wealth Advisors, LLCMO7,890,000,000
13H.M. Payson & Co.ME6,180,000,000
14Waverly Advisors, LLCAL7,890,000,000
15The Colony Group, LLCMA18,900,000,000
16Parallel Advisors, LLCCA5,710,000,000
17Argi Investment Services, LLCKY4,570,000,000
18Churchill Management GroupCA8,240,000,000
19Homrich BergGA15,200,000,000
20Fort Pitt Capital Group, LLCPA4,300,000,000
22Exencial Wealth AdvisorsOK3,770,000,000
23Soltis Investment Advisors, LLCUT5,640,000,000
24Mainstay Capital Management, LLCMI3,720,000,000
25Freestone Capital Management, LLCWA8,220,000,000
26R.M. Davis, Inc.ME5,760,000,000
27NorthRock Partners, LLCMN5,800,000,000
28Modera Wealth Management, LLCNJ6,800,000,000
29Hamilton CapitalOH3,760,000,000
30Truwealth Advisors, LLCLA2,110,000,000
31Chicago Partners Investment Group, LLCIL4,590,000,000
33Apella WealthCT2,480,000,000
34MCF Advisors, LLCKY2,330,000,000
35Confluence Financial PartnersPA2,470,000,000
36Aspiriant, LLCCA13,100,000,000
37Investment Management GroupMT4,470,000,000
38Steelpeak Wealth, LLCCA2,540,000,000
39Foster Group, Inc.IA3,080,000,000
40Executive Wealth Management, LLCMI1,440,000,000
41Cobblestone Capital Advisors, LLCNY2,580,000,000
42California Financial AdvisorsCA1,740,000,000
43Heck Capital Advisors, LLCWI5,620,000,000
44Sym Financial AdvisorsIN3,330,000,000
45Bradley Foster & Sargent, Inc.CT6,850,000,000
46McKinley Carter Wealth Services, Inc.WV1,900,000,000
47Valeo Financial Advisors, LLCIN7,100,000,000
48F.L. Putnam Investment Management Co.MA4,300,000,000
49Empirical Wealth ManagementWA4,180,000,000
50Carlson Capital Management, LLCMN2,990,000,000
51David Vaughan Investments, LLCIL3,940,000,000
52Henssler FinancialGA2,640,000,000
53Legacy Wealth Management, Inc.TN2,050,000,000
54Halbert HargroveCA2,740,000,000
55Greenspring Advisors, LLCMD6,900,000,000
56Foster Victor Wealth AdvisorsSC1,690,000,000
57Eversource Wealth Advisors, LLCAL2,690,000,000
58Compass Financial Group, IncSD807,000,000
59Appleton Partners, Inc.MA12,700,000,000
60Rather & Kittrell, Inc.TN1,490,000,000
61Strategic Financial ServicesNY1,660,000,000
62Summitry, LLCCA1,990,000,000
63Howe And Rusling, Inc.NY1,680,000,000
64Evergreen Capital Management LLCWA4,550,000,000
65Heritage Financial ServicesMA2,500,000,000
66BIP Wealth, LLCGA2,310,000,000
67Bay Colony AdvisorsMA893,000,000
68CGN Advisors, LLCKS1,140,000,000
69RKL Private WealthPA1,430,000,000
70Sonoma Wealth AdvisorsCA734,000,000
71ZWJ Investment Counsel, Inc.GA3,540,000,000
72First Pacific Financial, Inc.WA1,280,000,000
73Captrust Financial AdvisorsMI1,700,000,000
74Wealth Advisors GroupIN934,000,000
75IAM Advisory LLCPA572,000,000
76Phillips FinancialIN1,750,000,000
77Simon Quick Advisors, LLCNJ5,100,000,000
78Bedel Financial Consulting IncIN1,810,000,000
79Rockwood Wealth Management, LLCPA1,780,000,000
80Payne Capital Management, LLCNY895,000,000
81Obermeyer Wood Investment Counsel, LLLPCO1,890,000,000
82The Planning Center, Inc.IL1,090,000,000
83Independence Financial Advisors, LLCNH349,000,000
84Greenwood Capital Associates, LLCSC1,360,000,000
85Eclectic Associates, Inc.CA1,050,000,000
86NBC Capital Advisors GroupOR564,000,000
87Magnus Financial Group LLCNY1,260,000,000
88Mitchell, Mcleod, Pugh & Williams, Inc.AL1,690,000,000
89The Kelly GroupMD682,000,000
90Regatta Capital Group, LLCCA1,020,000,000
91Clearwater Capital PartnersIL1,050,000,000
92Wealthspire AdvisorsCA2,450,000,000
93Greystone Financial Group, LLCMI1,030,000,000
94Wescott Financial Advisory Group, LLCPA3,390,000,000
95Tradewinds Capital Management, LLCWA524,000,000
96Willow Creek Wealth Management, Inc.CA1,520,000,000
97Leonard Rickey Investment Advisors, PLLCWA712,000,000
98Financial ConsulateMD590,000,000
99Diversified Portfolios, Inc.MI1,550,000,000
100Klaas Financial Asset Advisors, LLCIL569,000,000

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:

  1. Is an independent RIA
  2. Does not have employees who are registered representatives of a broker-dealer
  3. No more than 50% of amount of regulatory assets under management is attributable to pooled investment vehicles (other than investment companies)
  4. Manages assets for individual clients
  5. No more than 25% of amount of regulatory assets under management is attributable to pension and profit-sharing plans (but not the plan participants)
  6. No more than 25% of amount of regulatory assets under management is attributable to corporations or other businesses
  7. Provides financial planning services
  8. More than 500 financial planning clients

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