Enterprise RIAs
367 listed · From their SEC Form ADV filings: who owns them, assets under management, tech stacks and the advisors who work there.
Presented by
HolisticOS™367 listed · From their SEC Form ADV filings: who owns them, assets under management, tech stacks and the advisors who work there.
Presented byHolisticOS™Large, centrally managed wealth management businesses, often built through acquisitions, where the enterprise owns and operates the business. Many have private equity or venture backing. One of three RIA types from Muriel Consulting, for what “independent RIA” no longer tells you. Types come from each firm's Form ADV: who owns it and how big it is. Wealth management and planning firms only.
| RIA | People | Type | AUM |
|---|---|---|---|
$1.96Tas of Sep 2026 | |||
$1.78Tas of Sep 2026 | |||
$1.01Tas of Sep 2026 | |||
— | $994.99Bas of Sep 2026 | ||
— | $915.79Bas of Aug 2026 | ||
— | $819.12Bas of Oct 2026 | ||
— | $684.78Bas of Apr 2026 | ||
— | $671.42Bas of Oct 2026 | ||
— | $660.47Bas of Sep 2026 | ||
— | $500.96Bas of Sep 2026 | ||
— | $469.98Bas of Oct 2026 | ||
— | $429.69Bas of Oct 2026 | ||
— | $390.04Bas of Sep 2026 | ||
— | $386.67Bas of Oct 2026 | ||
— | $344.62Bas of Sep 2026 | ||
— | $326.29Bas of Oct 2026 | ||
— | $310.43Bas of Sep 2026 | ||
— | $295.57Bas of Jul 2026 | ||
— | $256.81Bas of Aug 2026 | ||
— | $252.25Bas of Oct 2026 | ||
$234.86Bas of Sep 2026 | |||
— | $212.66Bas of Sep 2026 | ||
— | $198.58Bas of Oct 2026 | ||
— | $197.53Bas of Sep 2026 | ||
— | $195.43Bas of Jul 2026 | ||
$181.86Bas of Sep 2026 | |||
— | $165.25Bas of Aug 2026 | ||
— | $161.68Bas of Jul 2026 | ||
— | $152.13Bas of Apr 2026 | ||
— | $139.88Bas of Aug 2026 | ||
— | $138.69Bas of Sep 2026 | ||
— | $135.09Bas of Jul 2026 | ||
— | $125.41Bas of Oct 2026 | ||
— | $122.19Bas of Aug 2026 | ||
— | $115.64Bas of Oct 2026 | ||
— | $110.3Bas of Mar 2026 | ||
— | $110.11Bas of Jun 2026 | ||
— | $108.65Bas of Oct 2026 | ||
— | $99.6Bas of Mar 2026 | ||
— | $91.76Bas of Sep 2026 | ||
— | $84.4Bas of Sep 2026 | ||
— | $79.8Bas of Sep 2026 | ||
— | $78.94Bas of Aug 2026 | ||
— | $77.39Bas of Oct 2026 | ||
— | $72.96Bas of Sep 2026 | ||
— | $69.52Bas of Jul 2026 | ||
— | $67.84Bas of Jun 2026 | ||
— | $64.84Bas of Jul 2026 | ||
— | $64.28Bas of Mar 2026 | ||
— | $60.91Bas of Sep 2026 |
