Top 50 Emerging, Fee-Only RIA Firms
In our annual RIA Leaders report, in addition to identifying the top 50 firms by AUM and by growth, Financial Planning ran the numbers to find 50 emerging fee-only RIA firms to watch. Firms were ranked by AUM growth since 2006. All have less than $500 million in AUM yet are growing rapidly. Click through to see the full list.
50. Irongate International
AUM Growth Since 2006 (millions): $326.42
Employees: 6-10
Investment Advisors: 1-5
Website: irongateinternational.com
49. Smith Anglin Financial
AUM Growth Since 2006 (millions): $330
Employees: 11-50
Investment Advisors: 6-10
Website: smithanglin.com
48. O'Brien Management
AUM Growth Since 2006 (millions): $331.29
Employees: 6-10
Investment Advisors: 6-10
Website: obrienmanagement.com
47. Sloan Wealth Management
AUM Growth Since 2006 (millions): $331.12
Employees: 6-10
Investment Advisors: 1-5
Website: sloanwm.com
46. Spectrum Management Group
AUM Growth Since 2006 (millions): $334.41
Employees: 6-10
Investment Advisors: 1-5
Website: spectrum-mgmt.com
45. Zuckerman Investment Group
AUM Growth Since 2006 (millions): $337.06
Employees: 6-10
Investment Advisors: 1-5
Website: zuckermaninvestmentgroup.com
44. Yeske Buie
AUM Growth Since 2006 (millions): $337.73
Employees: 6-10
Investment Advisors: 1-5
Website: Yeske Buie
43. Macguire Cheswick & Tuttle Investment Counsel
AUM Growth Since 2006 (millions): $345.00
Employees: 6-10
Investment Advisors: 1-5
Website: mct-advisors.com
42. Generation Capital Management
AUM Growth Since 2006 (millions): $346.59
Employees: 1-5
Investment Advisors: 1-5
Website: gencapmgmt.com
41. Novare Capital Management
AUM Growth Since 2006 (millions): $350.31
Employees: 6-10
Investment Advisors: 6-10
Website: novarecapital.com
40. Greenwich Investment Management
AUM Growth Since 2006 (millions): $350.80
Employees: 6-10
Investment Advisors: 6-10
Website: greenwichinvestmentmgt.com
39. PDR Advisors
AUM Growth Since 2006 (millions): $354.73
Employees: 1-5
Investment Advisors: 1-5
Website: pdradvisors.com
38. Legacy Financial Advisors
AUM Growth Since 2006 (millions): $354.82
Employees: 11-50
Investment Advisors: 6-10
Website: legacyfinancialadvisors.com
37. Poplar Forest Capital
AUM Growth Since 2006 (millions): $355.44
Employees: 6-10
Investment Advisors: 6-10
Website: poplarforestLLC.com
36. Empirical Wealth management
AUM Growth Since 2006 (millions): $363.91
Employees: 6-10
Investment Advisors: 1-5
Website: empiricalfs.com
35. Lucid Advisors
AUM Growth Since 2006 (millions): $366.59
Employees: 6-10
Investment Advisors: 1-5
Website: lucidadvisorsinc.com
34. MTX Wealth Management
AUM Growth Since 2006 (millions): $377.93
Employees: 6-10
Investment Advisors: 1-5
Website: mtxwealth.com
33. Moorings Group
AUM Growth Since 2006 (millions): $378.17
Employees: 6-10
Investment Advisors: 1-5
Website: mooringsgroup.com
32. Kitano Capital
AUM Growth Since 2006 (millions): $378.20
Employees: 11-50
Investment Advisors: 1-5
Website: kitanocapital.com
31. Lexington Wealth Management
AUM Growth Since 2006 (millions): $379.52
Employees: 11-50
Investment Advisors: 11-50
Website: lexingtonwealth.com
30. Astraeus Advisors
AUM Growth Since 2006 (millions): $387.43
Employees: 1-5
Investment Advisors: 1-5
Website: astraeusadvisers.com
29. Patton Albertson & Miller
AUM Growth Since 2006 (millions): $387.52
Employees: 11-50
Investment Advisors: 11-50
Website: pamwealth.com
28. PJS Investment Management
AUM Growth Since 2006 (millions): $393.65
Employees: 6-10
Investment Advisors: 6-10
Website: pjsinvestment.com
27. Lindbrook Capital
AUM Growth Since 2006 (millions): $396.03
Employees: 1-5
Investment Advisors: 1-5
Website: lindbrookcapital.com
26. Berman Capital Advisors
AUM Growth Since 2006 (millions): $398.26
Employees: 6-10
Investment Advisors: 1-5
Website: bermancapitaladv.com
25. Atrato Advisors
AUM Growth Since 2006 (millions): $400.00
Employees: 6-10
Investment Advisors: 6-10
Website: atratoadvisors.com
24. Addison Capital
AUM Growth Since 2006 (millions): $400.89
Employees: 1-5
Investment Advisors: 1-5
Website: addisoncapital.com
23. Finser InternationalCorp.
AUM Growth Since 2006 (millions): $402.00
Employees: 6-10
Investment Advisors: 1-5
Website: finsergroup.com
22. Hudock Moyer Wealth Resources
AUM Growth Since 2006 (millions): $406.62
Employees: 6-10
Investment Advisors: 6-10
Website: hudockmoyer.com
21. Independence Advisors
AUM Growth Since 2006 (millions): $409.66
Employees: 6-10
Investment Advisors: 1-5
Website: independenceadvisors.com
20. Stillwater Capital Advisors
AUM Growth Since 2006 (millions): $411.00
Employees: 6-10
Investment Advisors: 1-5
Website: stillwateradv.com
19. Feltz Wealthplan
AUM Growth Since 2006 (millions): $412.90
Employees: 11-50
Investment Advisors: 6-10
Website: feltzwp.com
18. Wealthquest Corporation
AUM Growth Since 2006 (millions): $416.00
Employees: 11-50
Investment Advisors: 6-10
Website: wqcorp.com
17. Summit Creek Advisors
AUM Growth Since 2006 (millions): $416.35
Employees: 1-5
Investment Advisors: 1-5
Website: summitcreekadvisors.com
16. Gratus Capital Management
AUM Growth Since 2006 (millions): $421.45
Employees: 6-10
Investment Advisors: 1-5
Website: gratucapital.com
15. Minis & Co.
AUM Growth Since 2006 (millions): $422.26
Employees: 6-10
Investment Advisors: 1-5
Website: minisinc.com
14. G.E. Pia & Co.
AUM Growth Since 2006 (millions): $426.00
Employees: 1-5
Investment Advisors: 1-5
Website: gepiaco.com
13. Next Capital Management
AUM Growth Since 2006 (millions): $426.23
Employees: 6-10
Investment Advisors: 6-10
Website: nextcapitalmgmt.com
12. Cardiff Park Advisors
AUM Growth Since 2006 (millions): $435.52
Employees: 1-5
Investment Advisors: 1-5
Website: cardiffpark.com
11. AGW Capital Advisors
AUM Growth Since 2006 (millions): $437.67
Employees: 1-5
Investment Advisors: 1-5
Website: agwcapital.com
10. Taylor Investment Counselors
AUM Growth Since 2006 (millions): $439.00
Employees: 6-10
Investment Advisors: 1-5
Website: taylorinvestments.com
9. Battery Global Advisors
AUM Growth Since 2006 (millions): $442.00
Employees: 6-10
Investment Advisors: 6-10
Website: batterglobaladvisors.com
8. Promus Capital
AUM Growth Since 2006 (millions): $446.81
Employees: 11-50
Investment Advisors: 6-10
Website: promuscapital.com
7. Carnegie Investment Counsel
AUM Growth Since 2006 (millions): $453.00
Employees: 11-50
Investment Advisors: 11-50
Website: carnegie-capital.com
6. Relyea Zuckerberg Hanson
AUM Growth Since 2006 (millions): $460.00
Employees: 6-10
Investment Advisors: 6-10
Website: rzhadvisors.com
5. Strategic Family Wealth Counselors
AUM Growth Since 2006 (millions): $475.85
Employees: 6-10
Investment Advisors: 1-5
Website: strategicfamilywealth.com
4. AssetBuilder
AUM Growth Since 2006 (millions): $486.60
Employees: 6-10
Investment Advisors: 1-5
Website: assetbuilder.com
3. Palladiem
AUM Growth Since 2006 (millions): $487.23
Employees: 6-10
Investment Advisors: 1-5
Website: palladiem.com
2. Granite Investment Advisors
AUM Growth Since 2006 (millions): $496.03
Employees: 11-50
Investment Advisors: 6-10
Website: graniteinvestmentadvisors.com
1. Chicago Partners Investment Group
AUM Growth Since 2006 (millions): $499.62
Employees: 1-5
Investment Advisors: 1-5
Website: chicagopartnersllc.com
Check Out: The top 50 firms by AUM and by growth.