Top 50 RIAs Holding ETFs – 2025

Top 50 Independent RIAs Allocating to ETFs in 2025


Each year, asset managers and ETF providers look to identify the independent RIAs most actively allocating to exchange-traded funds (ETFs). The 2025 edition of the Top 50 Independent RIAs Holding ETFs highlights firms with the highest levels of ETF assets under management—offering insight into which wealth managers are embracing ETFs as a core part of their client portfolios. Compiled using SEC 13F filings and aggregated by AdvizorPro,  this list focuses exclusively on U.S.-based, fee-based RIAs that deliver comprehensive wealth management services to individuals and family offices. Broker-dealers and commission-based firms are excluded.

Whether you’re tracking ETF adoption trends, targeting RIAs for distribution, or benchmarking against top performers, this list provides a data-driven view into how leading RIAs are using ETFs in 2025.

 

RankRIATotal AUMTotal ETF Assets
1CREATIVE PLANNING$217,399,000,000.00$85,001,696,494.00
2EDELMAN FINANCIAL ENGINES$292,903,000,000.00$46,230,227,614.00
3WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$94,632,028,506.00$35,398,393,591.00
4CETERA INVESTMENT ADVISERS LLC$163,793,000,000.00$34,446,166,139.00
5HIGHTOWER ADVISORS, LLC$164,789,000,000.00$32,715,481,526.00
6MERCER GLOBAL ADVISORS INC.$60,256,270,580.00$32,420,084,840.00
7MARINER WEALTH$98,603,233,201.00$27,225,654,091.00
8FISHER INVESTMENTS$298,729,000,000.00$26,262,105,452.00
9FOCUS PARTNERS WEALTH, LLC$95,889,888,426.00$22,008,139,091.00
10CERITY PARTNERS LLC$122,849,000,000.00$21,426,798,460.00
11CAPTRUST$1,083,050,000,000.00$20,936,886,117.00
12CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.$102,413,000,000.00$20,837,969,000.00
13CORIENT$143,629,000,000.00$20,206,036,983.00
14CWM, LLC$33,775,526,748.00$19,830,794,000.00
15STRATEGIC ADVISERS LLC$1,067,660,000,000.00$16,102,945,752.00
16TRUIST ADVISORY SERVICES, INC.$67,736,740,585.00$15,871,366,233.00
17WEALTHSPIRE ADVISORS$25,786,873,286.00$15,316,357,085.00
18UNITED CAPITAL FINANCIAL ADVISORS$17,211,052,120.00$13,959,759,572.00
19ROCKEFELLER CAPITAL MANAGEMENT$32,587,849,166.00$13,849,339,090.00
20SAVANT WEALTH MANAGEMENT$32,989,219,634.00$12,485,076,950.00
21AVANTAX ADVISORY SERVICES$46,109,939,749.00$11,934,599,372.00
22FIRST COMMAND ADVISORY SERVICES$22,090,760,499.00$11,485,651,907.00
23PRIVATE ADVISOR GROUP, LLC$37,264,670,686.00$11,330,561,926.00
24LIDO$29,080,337,946.00$10,406,584,718.00
25KESTRA ADVISORY SERVICES, LLC$60,174,309,829.00$10,388,301,808.00
26ACORNS$10,380,859,924.00$10,375,541,000.00
27CRESSET ASSET MANAGEMENT, LLC$70,378,422,406.00$10,189,648,225.00
28NEWEDGE ADVISORS$27,379,149,905.00$9,444,356,653.00
29HOMRICH BERG$25,880,296,192.00$8,821,451,689.00
30SEQUOIA FINANCIAL GROUP, L.L.C.$23,033,619,111.00$8,200,668,769.00
31THE MATHER GROUP, LLC$11,710,038,016.00$7,928,960,347.00
32CHURCHILL MANAGEMENT GROUP$10,083,906,150.00$7,822,796,145.00
33EP WEALTH ADVISORS$35,570,000,000.00$7,693,690,272.00
34PATHSTONE$100,444,000,000.00$7,578,935,300.00
35SANCTUARY ADVISORS, LLC$27,696,000,000.00$7,513,942,742.00
36MAI CAPITAL MANAGEMENT, LLC$29,630,499,856.00$7,428,040,111.00
37AE WEALTH MANAGEMENT, LLC$37,525,706,084.00$7,208,584,546.00
38KOVITZ INVESTMENT GROUP PARTNERS, LLC$31,731,798,984.00$7,141,707,240.00
39SCS CAPITAL MANAGEMENT LLC$43,134,668,533.00$6,862,384,538.00
40ONEDIGITAL$142,602,000,000.00$6,789,790,790.00
41VALMARK ADVISERS, INC.$8,379,181,235.00$6,764,589,223.00
42FOCUS PARTNERS ADVISOR SOLUTIONS, LLC$29,861,795,147.00$6,316,807,157.00
43INTEGRATED WEALTH CONCEPTS LLC$15,176,000,000.00$6,293,151,366.00
44MERIT FINANCIAL ADVISORS$10,576,048,244.00$5,969,074,819.00
45MODERA WEALTH MANAGEMENT, LLC$15,510,482,152.00$5,911,377,687.00
46MONETA GROUP INVESTMENT ADVISORS, LLC$42,795,577,115.00$5,892,780,111.00
47NISA INVESTMENT ADVISORS, LLC$315,286,000,000.00$5,538,090,512.00
48FORUM FINANCIAL MANAGEMENT, LP$9,030,636,924.00$5,505,898,942.00
49RWA WEALTH PARTNERS$17,255,241,142.00$5,482,578,998.00
50IDB LIDO WEALTH, LLC$337,969,288.00$5,404,695,899.00

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