Key Takeaways
- According to SEC data, Canterbury Consulting grew fastest, from $7.4 billion to $45.9 billion in regulatory assets, up 521%.
- Across 1,410 RIAs serving individuals with at least $1 billion a year earlier, the median grew 17%; 22 more than doubled and 106 shrank.
- Reported growth includes markets and acquisitions as well as new clients; the SEC form does not separate them.
- Every figure is from the SEC's Form ADV data, September 2, 2025 against September 1, 2026.
On Form ADV, the median RIA serving individuals grew its regulatory assets by 17% in a year, and 22 more than doubled. Canterbury Consulting grew fastest, from $7.4 billion to $45.9 billion, up 521%, followed by Vestmark Advisory Solutions and Quantinno Capital Management.
The comparison covers 1,410 SEC-registered advisers that had at least $1 billion in regulatory assets on September 2, 2025 and report at least half of their assets for individual and high-net-worth clients. Every figure is from the SEC's Form ADV data, September 2, 2025 against September 1, 2026.
The 50 fastest-growing RIAs serving individuals
Ranked by the change in regulatory assets under management between the two dates. Each row is one SEC-registered adviser.
| Rank | Adviser | Headquarters | Assets, September 2, 2025 | Assets, September 1, 2026 | Growth | Source |
|---|---|---|---|---|---|---|
| 1 | Canterbury Consulting Incorporated | Newport Beach, CA | $7.4 billion | $45.9 billion | 521% | SEC |
| 2 | Vestmark Advisory Solutions, Inc. | Wakefield, MA | $10.0 billion | $49.9 billion | 398% | SEC |
| 3 | Quantinno Capital Management LP | New York, NY | $14.3 billion | $60.9 billion | 325% | SEC |
| 4 | Vise AI Advisors | New York City, NY | $2.2 billion | $8.5 billion | 292% | SEC |
| 5 | Savvy | New York, NY | $1.3 billion | $5.0 billion | 286% | SEC |
| 6 | Bluespring Wealth Management, LLC | Austin, TX | $1.5 billion | $5.4 billion | 265% | SEC |
| 7 | Elevation Point Wealth Partners, LLC | Denver, CO | $2.4 billion | $8.3 billion | 240% | SEC |
| 8 | Arax Advisory Partners | New York, NY | $9.0 billion | $26.5 billion | 196% | SEC |
| 9 | GC Wealth Management RIA, LLC | Cambridge, MA | $2.2 billion | $5.8 billion | 171% | SEC |
| 10 | Castle Rock Advisors LLC | Boston, MA | $1.6 billion | $3.9 billion | 142% | SEC |
| 11 | Future Capital | Chattanooga, TN | $1.0 billion | $2.4 billion | 136% | SEC |
| 12 | Apella Wealth | West Hartford, CT | $4.7 billion | $11.1 billion | 135% | SEC |
| 13 | Intellectus Partners, LLC | San Francisco, CA | $1.3 billion | $3.0 billion | 133% | SEC |
| 14 | Arkadios Wealth Advisors | Atlanta, GA | $3.9 billion | $8.8 billion | 128% | SEC |
| 15 | Merit Financial Advisors | Alpharetta, GA | $10.6 billion | $23.9 billion | 126% | SEC |
| 16 | Integrity Alliance, LLC | Urbandale, IA | $2.4 billion | $5.4 billion | 125% | SEC |
| 17 | Cardinal Point Wealth Management | Toronto, Canada | $2.2 billion | $4.8 billion | 114% | SEC |
| 18 | &Partners | Nashville, TN | $14.1 billion | $30.3 billion | 114% | SEC |
| 19 | Alphacore Capital LLC | La Jolla, CA | $6.1 billion | $13.0 billion | 114% | SEC |
| 20 | Farther | San Francisco, CA | $7.5 billion | $16.0 billion | 113% | SEC |
| 21 | Proficio Capital Partners LLC | Newton, MA | $4.0 billion | $8.2 billion | 105% | SEC |
| 22 | Rathbones | Liverpool, United Kingdom | $67.0 billion | $135 billion | 102% | SEC |
| 23 | LRI Investments | Palm Beach Gardens, FL | $1.4 billion | $2.8 billion | 98% | SEC |
| 24 | Root Financial Partners | Austin, TX | $1.1 billion | $2.1 billion | 94% | SEC |
| 25 | Vestgen Advisors, LLC | Chicago, IL | $3.5 billion | $6.7 billion | 92% | SEC |
| 26 | Focus Partners Wealth, LLC | St. Louis, MO | $95.9 billion | $182 billion | 90% | SEC |
| 27 | BFC Planning, Inc. | Cedar Rapids, IA | $2.0 billion | $3.8 billion | 90% | SEC |
| 28 | Waverly Advisors, LLC | Birmingham, AL | $16.1 billion | $29.9 billion | 85% | SEC |
| 29 | Northrock Partners, LLC | Minneapolis, MN | $6.6 billion | $12.2 billion | 85% | SEC |
| 30 | Gateway Wealth Partners, LLC | Appleton, WI | $1.2 billion | $2.3 billion | 82% | SEC |
| 31 | Concentric | Walnut Creek, CA | $7.7 billion | $13.9 billion | 81% | SEC |
| 32 | Modern Wealth Management, LLC | Kansas City, MO | $6.1 billion | $10.9 billion | 77% | SEC |
| 33 | Impact Partnership Wealth, LLC | Marietta, GA | $1.7 billion | $3.0 billion | 76% | SEC |
| 34 | Summit Financial, LLC | Parsippany, NJ | $15.0 billion | $26.3 billion | 76% | SEC |
| 35 | MAI Capital Management, LLC | Cleveland, OH | $29.6 billion | $52.1 billion | 76% | SEC |
| 36 | Ausdal Financial Partners, Inc. | Davenport, IA | $2.1 billion | $3.7 billion | 75% | SEC |
| 37 | A.g.p / Alliance Global Partners | Westport, CT | $1.7 billion | $2.9 billion | 74% | SEC |
| 38 | Prosperity - AN Eisneramper Company | Owings Mills, MD | $2.9 billion | $5.0 billion | 73% | SEC |
| 39 | Greenspring Advisors, LLC | Towson, MD | $3.8 billion | $6.5 billion | 71% | SEC |
| 40 | Summit Wealth Group | Colorado Springs, CO | $1.4 billion | $2.3 billion | 70% | SEC |
| 41 | New England Private Wealth Advisors, LLC | Wellesley, MA | $3.0 billion | $5.1 billion | 70% | SEC |
| 42 | Mission Wealth Management, LP | Santa Barbara, CA | $10.0 billion | $17.0 billion | 70% | SEC |
| 43 | Falcon Wealth Planning, LLC | Ontario, CA | $1.2 billion | $2.0 billion | 69% | SEC |
| 44 | Savant Wealth Management | Rockford, IL | $33.0 billion | $55.6 billion | 69% | SEC |
| 45 | Catalyst Financial Partners | Boston, MA | $1.0 billion | $1.7 billion | 69% | SEC |
| 46 | NWF Advisory Services Inc. | Los Angeles, CA | $3.8 billion | $6.4 billion | 68% | SEC |
| 47 | PCM Encore, LLC | Aspen, CO | $1.2 billion | $2.0 billion | 66% | SEC |
| 48 | New Edge Wealth | Stamford, CT | $12.1 billion | $19.9 billion | 65% | SEC |
| 49 | JFG Family Office | Denver, CO | $2.7 billion | $4.5 billion | 65% | SEC |
| 50 | Geneos Wealth Management, Inc. | Englewood, CO | $5.6 billion | $9.2 billion | 65% | SEC |
Download this table (CSV), free. The full dataset, every adviser in the comparison with both figures and its client mix, is one email away.
What the growth is made of
The figure an adviser reports moves for three reasons: markets, new clients, and acquisitions of other firms. Form ADV records the total and not the reasons, so this page does not call any of it organic. Every firm in the table grew at least 65%, against a median of 17% for all 1,410 firms in the comparison.
- 22 firms more than doubled, and 106 reported fewer assets than a year earlier.
- 5 advisers had not filed a new figure since the earlier date and are left out rather than shown as flat.
What this means for technology buyers
A fast-growing advisory firm outgrows its systems first. These guides compare what it needs as it scales:
- Portfolio rebalancing tools for RIAs: keeping more accounts on model.
- Robo-advisory platforms: serving smaller accounts at scale.
- Estate planning software: the advice that wins larger clients.
- Proposal and RFP response management: winning the next mandate.
Integrating an acquired firm? The Wealth Management Business Architecture Toolkit maps the capabilities, value streams and data two firms have to bring together.
More from Finantrix Atlas
- Largest registered investment advisers, ranked by assets
- Largest private fund managers
- Largest bank trust departments
How this list was built
The universe is every SEC-registered adviser in both the SEC's Form ADV data for September 1, 2026 and its data for September 2, 2025 that had at least $1 billion in regulatory assets at the earlier date and reports at least half of its regulatory assets for individual and high-net-worth clients (Item 5.D). An adviser whose latest filing is the same in both files has not reported a new figure and is left out. Advisers are ranked by the percentage change in regulatory assets under management.
Limits
- Growth is not organic growth. Markets and acquisitions move the figure as much as new clients; the form does not separate them.
- Annual figures. Advisers update regulatory assets in their annual amendment, so the two figures for a firm are about a year apart but not exactly the two dates in the heading.
- One entity per row. A firm that moves clients between its own registered advisers can show growth in one and a fall in another.
- A size floor. Firms with less than $1 billion on their earlier Form ADV are left out, because a small base can grow faster in percentage terms.
Cite this
Free to quote, cite and republish, including the chart, with credit to Finantrix Atlas and a link to this page.
The median SEC-registered adviser serving individuals grew its regulatory assets by 17% over the year to September 1, 2026, according to a Finantrix Atlas analysis of SEC Form ADV data.
Canterbury Consulting grew fastest among RIAs serving individuals, from $7.4 billion to $45.9 billion, according to Finantrix Atlas analysis of SEC data.
Suggested citation: Finantrix Atlas, "Fastest-Growing RIAs in the US," September 2, 2025 to September 1, 2026, from SEC Form ADV. https://www.finantrix.com/articles/fastest-growing-rias
Embed the chart:
<a href="https://www.finantrix.com/articles/fastest-growing-rias"><img src="https://www.finantrix.com/atlas/fastest-growing-rias.png" alt="The fastest-growing RIAs serving individuals, from Finantrix Atlas"></a>
<p>Chart: <a href="https://www.finantrix.com/articles/fastest-growing-rias">Finantrix Atlas</a>, from SEC Form ADV data.</p>
Frequently asked questions
Q: Which RIA grew fastest last year? A: Among SEC-registered advisers serving individuals with at least $1 billion a year earlier, Canterbury Consulting, from $7.4 billion to $45.9 billion in regulatory assets, according to SEC Form ADV data.
Q: How fast are RIAs growing? A: The median RIA serving individuals with at least $1 billion grew its regulatory assets by 17% over the year to September 1, 2026, according to SEC Form ADV data. That includes market gains and acquisitions.
Download the data
The 50 rows on this page (CSV), free. The full dataset has all 1,410 rows, as of September 1, 2026; we email you a link.
Frequently Asked Questions
Which RIA grew fastest last year?
Among SEC-registered advisers serving individuals with at least $1 billion a year earlier, Canterbury Consulting, from $7.4 billion to $45.9 billion in regulatory assets, according to SEC Form ADV data.
How fast are RIAs growing?
The median RIA serving individuals with at least $1 billion grew its regulatory assets by 17% over the year to September 1, 2026, according to SEC Form ADV data. That includes market gains and acquisitions.