Companies / RIAs

RIA Platforms

5 listed · From their SEC Form ADV filings: who owns them, assets under management, tech stacks and the advisors who work there.

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Firms designed to give advisors infrastructure, technology, compliance and other services, while allowing varying degrees of advisor ownership and autonomy. 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.

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RIA	People	Type	AUM
XYPN Sapphire	Christopher ArnoldJulian TrevesHilal Yilmaz+63 more	RIA PlatformFounder-led RIA	$1.25Bas of Oct 2026
Core Planning	Jon PetersenMariko GordonSuzanne Highet+61 more	RIA Platform	$525Mas of Oct 2026
Forefront	Gerald ShawKathleen ObernederKevin Churchill+28 more	RIA PlatformFounder-led RIA	$239.8Mas of Sep 2026
A Altruist Advisors LLC	Michael LaineColeman WebbWesley White+3 more	RIA Platform	$190Mas of Sep 2026
Holistic Planning Investment. Tax. Estate. Working Together For You.	Jason Barber	RIA PlatformFounder-led RIA	—