RIA Channel® is proud to present the highly anticipated ranking of the Top 50 Wealth Managers by growth in assets. These wealth managers have earned their positions on the list by demonstrating exceptional growth, with a minimum asset growth rate of 30% over the past two years, as verified by ADV filings from March 31, 2024. The rankings are based on our proprietary data, which combines qualitative and quantitative factors. We extend our warmest congratulations to each firm for their outstanding achievements.
Wealth managers employ various strategies to expand their assets. They can achieve organic growth through market returns and by attracting new client accounts. Inorganic growth, on the other hand, can be attained through acquisitions of other wealth managers or by bringing in new advisors. This diverse approach to asset growth is a testament to the adaptability and resilience of these wealth management firms.
The five firms with the largest AUM are:
The five firms with the largest percentage growth in AUM are:
- RWA Wealth Partners
- Dakota Wealth Management
- Pathstone
- Savant Wealth Management
- Marquette Associates
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