Top 50 Wealth Managers by Growth in Assets - 2024

RIA Channel® Top 50 Wealth Managers by Growth in Assets - 2024

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%

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