Founder-led RIAs
21,326 listed · From their SEC Form ADV filings: who owns them, assets under management, tech stacks and the advisors who work there.
Presented by
HolisticOS™21,326 listed · From their SEC Form ADV filings: who owns them, assets under management, tech stacks and the advisors who work there.
Presented byHolisticOS™Businesses built and controlled by their founders or internal ownership groups, with decisions about growth, operations and succession made by those owners. 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 |
|---|---|---|---|
— | $19.09Bas of Jan 2026 | ||
$18.88Bas of Oct 2026 | |||
$18.65Bas of Oct 2026 | |||
— | $18.52Bas of Mar 2026 | ||
$18.04Bas of Sep 2026 | |||
$17.75Bas of Apr 2026 | |||
$17.68Bas of Sep 2026 | |||
— | $17.57Bas of Mar 2026 | ||
— | $17.25Bas of Mar 2026 | ||
$17.23Bas of Oct 2026 | |||
— | $16.91Bas of Mar 2026 | ||
$16.01Bas of Oct 2026 | |||
$15.48Bas of Aug 2026 | |||
$15.32Bas of Sep 2026 | |||
$14.54Bas of Jun 2026 | |||
$14.39Bas of Sep 2026 | |||
$14.07Bas of Apr 2026 | |||
$13.76Bas of Aug 2026 | |||
— | $12.96Bas of May 2026 | ||
$12.96Bas of Apr 2026 | |||
— | $12.84Bas of Jul 2026 | ||
$12.77Bas of Jun 2026 | |||
$12.2Bas of Sep 2026 | |||
— | $12.12Bas of Mar 2026 | ||
$12.01Bas of Aug 2026 | |||
— | $11.66Bas of Feb 2026 | ||
— | $11.58Bas of Mar 2026 | ||
$11.56Bas of Sep 2026 | |||
— | $11.53Bas of Mar 2026 | ||
— | $11.04Bas of Sep 2026 | ||
$10.66Bas of Jun 2026 | |||
$10.63Bas of Sep 2026 | |||
$10.6Bas of Oct 2026 | |||
— | $10.6Bas of Oct 2026 | ||
— | $10.25Bas of Mar 2026 | ||
— | $10.24Bas of Mar 2026 | ||
— | $10.21Bas of Mar 2026 | ||
— | $10.1Bas of Sep 2026 | ||
— | $10Bas of Sep 2026 | ||
$9.8Bas of Mar 2026 | |||
— | $9.76Bas of Mar 2026 | ||
— | $9.74Bas of Jul 2026 | ||
— | $9.68Bas of Mar 2026 | ||
— | $9.66Bas of Sep 2026 | ||
— | $9.65Bas of Mar 2026 | ||
— | $9.6Bas of Oct 2026 | ||
— | $9.55Bas of Mar 2026 | ||
— | $9.45Bas of Sep 2026 | ||
 Ritholtz Wealth Management Helping clients build their financial plans and investment portfolios | — | $9.42Bas of Aug 2026 | |
— | $9.14Bas of Mar 2026 |
