RIA Channel • Top 50 Wealth Managers By Growth • 2022For details on how firms qualified for this list, please see our METHODOLOGY.

RankFirmLocationTotal AUM% Growth In Assets (2020-2021)
1Compound AdvisersSan Francisco, CA $202,856,432 81903%
2Eversource Wealth AdvisorsBirmingham, AL $1,191,247,104 3692%
3Presidio Capital ManagementSan Diego, CA $228,626,896 1235%
4Greenwood Family AdvisorsCoral Gables, FL $257,064,656 912%
5An Exceptional Life FinancialIndianapolis, IN $180,482,128 905%
6Prosperity Advisory GroupVictor, NY $218,055,872 554%
7Promethos CapitalBoston, MA $186,749,344 508%
8Shining Rock AdvisorsAsheville, NC $119,278,032 502%
9Springtide PartnersChicago, IL $193,897,072 449%
102 Knights Wealth ManagementPepper Pike, OH $104,118,368 426%
11Brooklyn FiBrooklyn, NY $127,509,296 400%
12True Wealth Advisory GroupMiami, FL $141,225,984 371%
13BOSSpringfield, IL $504,979,808 361%
14Wedmont Private CapitalWest Chester, PA $501,328,160 359%
15TCWPTampa, FL $726,770,432 322%
16Nicholas Hoffman & CompanyAtlanta, GA $5,574,032,384 303%
17Mcglone Suttner Wealth ManagementAppleton, WI $540,828,288 269%
18Timbuktu Capital ManagementBoston, MA $154,192,000 250%
19Tandem FinancialGreenwood Village, CO $224,545,056 219%
20Disciplina Capital ManagementNashville, TN $1,644,378,880 219%
21Elser Financial PlanningIndianapolis, IN $1,579,097,088 216%
22Root Financial PartnersEncinitas, CA $132,612,496 214%
23Dynamic Wealth AdvisorsSurprise, AZ $123,463,000 212%
24Sage Investment AdvisersPoughkeepsie, NY $152,000,832 190%
25Mainstream Capital ManagementLos Angeles, CA $228,675,760 177%
26Torrey WealthSan Diego, CA $102,360,312 169%
27Vienna Asset ManagementCupertino, CA $169,012,832 160%
28Quarry Hill AdvisorsSaint Paul, MN $194,119,280 155%
29Sonoma Wealth AdvisorsSonoma, CA $496,975,008 153%
30SachettaLynnfield, MA $676,034,304 151%
31DAI AdvisorsFremont, CA $102,136,856 149%
32Antares Wealth ManagementAtlanta, GA $287,929,024 145%
33Denali Wealth ManagementMequon, WI $229,044,000 145%
34Highview Capital ManagementBuffalo Grove, IL $283,128,384 134%
35Switchpoint Financial PlanningLehi, UT $129,688,272 127%
36T.O.S. AdvisorsHouston, TX $510,043,584 125%
37Topel & Distasi Wealth ManagementBerkeley, CA $296,589,472 125%
38Kennicott Capital ManagementCorte Madera, CA $328,530,368 124%
39Balboa Wealth PartnersNewport Beach, CA $512,966,688 122%
40Wealth Management SolutionsExton, PA $385,535,072 118%
41Davis Private WealthWellington, FL $116,000,000 118%
42Upstart Wealth ManagementSan Francisco, CA $213,869,184 117%
43Virtus Family OfficeEl Paso, TX $335,132,352 116%
44Fifth Set Private Wealth ManagementLarchmont, NY $139,394,528 116%
45Fiduciary Financial GroupSan Rafael, CA $306,988,416 110%
46Futura Asset AdvisorsCoral Gables, FL $390,249,632 108%
47The Fiduciary AllianceGreenville, SC $626,282,688 107%
48Tagstone CapitalCharlotte, NC $229,988,208 107%
49Keating Wealth ManagementGreenwood Village, CO $158,054,624 107%
50Vaquero Private WealthDallas, TX $342,924,032 106%

For details on how firms qualified for this list, please see our METHODOLOGY.