10 fastest-growing RIAs, excluding the M&A dealmakers

In a competitive industry like wealth management in which copying is a quick way to catch up with rivals, many registered investment advisors would love to mimic these firms’ growth.

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The 10 fastest-expanding advisory firms multiplied their number of clients and assets under management by factors of two or more, according to a July 27 analysis of SEC-registered RIAs by financial advisor lead generation and client matchmaking service SmartAsset. The rankings exclude firms that made acquisitions between March 2019 and March 2022, stripping them out of debatable and often-controversial criteria surrounding the relative size of firms in the industry. Each RIA was scored based on their one- and three-year gains in clients and AUM.

To view the list, check out: The 10 fastest-growing RIAs, excluding the M&A dealmakers

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