We are pleased to announce the 2024 RIA Channel® Top 50 Wealth Managers Ranked By Growth In Assets. Growth rates were calculated by RIA Database and firms were ranked using proprietary data on a qualitative and quantitative basis. We congratulate each firm on its success.
RIA Database uses quantitative and qualitative criteria to create all top rankings. Refer to our METHODOLOGY for more information on how firms qualified.
– RIA Channel
For details on how firms qualified for this list, please see our METHODOLOGY.
| Rank | Firm Name | Total AUM | Growth By % |
|---|---|---|---|
| 1 | Creative Planning | $175,271,678,819 | 34% |
| 2 | Pathstone | $48,258,140,433 | 94% |
| 3 | Moneta Group | $37,481,639,868 | 22% |
| 4 | Savant Wealth Management | $24,397,506,366 | 82% |
| 5 | IEQ Capital | $23,584,354,556 | 27% |
| 6 | Marquette Associates | $22,953,418,590 | 72% |
| 7 | EP Wealth Advisors | $22,320,999,950 | 31% |
| 8 | Lido | $19,656,367,188 | 50% |
| 9 | RWA Wealth Partners | $15,423,271,558 | 140% |
| 10 | Clearstead | $15,321,612,500 | 50% |
| 11 | Homrich Berg | $15,199,304,080 | 21% |
| 12 | Evoke Advisors | $13,362,939,333 | 31% |
| 13 | IRA Group | $11,497,961,174 | 27% |
| 14 | The Mather Group | $10,508,542,962 | 21% |
| 15 | Circle Wealth Management | $10,174,361,238 | 55% |
| 16 | Valeo Financial Advisors | $8,944,535,556 | 26% |
| 17 | Prowell Financial Management | $8,343,637,034 | 30% |
| 18 | Choate Investment Advisors | $7,496,939,319 | 43% |
| 19 | Altair Advisers | $7,386,489,614 | 23% |
| 20 | Parallel Advisors | $7,076,381,922 | 24% |
| 21 | Mission Wealth | $7,072,960,718 | 42% |
| 22 | CW Advisors | $6,920,412,923 | 35% |
| 23 | Soltis Investment Advisors | $6,821,969,011 | 21% |
| 24 | Nicholas Hoffman & Company | $6,681,567,714 | 22% |
| 25 | Sepio Capital | $6,672,033,336 | 32% |
| 26 | Canterbury Consulting | $6,614,738,091 | 23% |
| 27 | Pure Financial Advisors | $6,292,814,270 | 37% |
| 28 | One Capital | $6,207,244,346 | 26% |
| 29 | Northrock Partners | $5,798,819,365 | 38% |
| 30 | Zhang Financial | $5,728,071,062 | 28% |
| 31 | Empirical Wealth | $5,525,184,161 | 32% |
| 32 | JMG Financial Group | $5,415,852,950 | 20% |
| 33 | Dakota Wealth | $5,334,134,939 | 109% |
| 34 | Gradient Investments | $5,268,163,696 | 31% |
| 35 | Capital Investment Advisors | $5,260,660,933 | 21% |
| 36 | Annex Wealth Management | $5,098,289,133 | 21% |
| 37 | Exencial Wealth Advisors | $5,015,687,421 | 33% |
| 38 | Dynamic Wealth Advisors | $4,829,248,095 | 48% |
| 39 | Callan Family Office | $4,767,784,066 | 35% |
| 40 | Carnegie Investment Counsel | $4,519,647,738 | 30% |
| 41 | Boston Financial | $4,449,954,539 | 21% |
| 42 | Veratis Advisors | $4,429,232,114 | 20% |
| 43 | Ritholtz Wealth | $4,265,952,298 | 45% |
| 44 | Sym Financial | $4,055,387,253 | 22% |
| 45 | Heritage Wealth | $4,001,734,918 | 30% |
| 46 | Stelac Advisory Services | $3,941,146,698 | 48% |
| 47 | TFO Wealth Partners | $3,932,496,226 | 18% |
| 48 | Constellation Wealth | $3,900,159,034 | 28% |
| 49 | Mozaic | $3,636,302,294 | 26% |
| 50 | Wellspring Financial | $3,629,363,747 | 55% |