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Elysium Wealth Management, LLC / Organic Growth Score

Elysium Wealth Management, LLC's Organic Growth Score.

79/ 100
Strong

#38 of all scored RIAs nationally · higher than 99% of them

Results 59 of 60 · Drivers 20 of 40 · scored 2026-11-10 · how it works

Results: 59 of 60

From Form ADV, 2024 to 2026. Growth is scored against the 100 RIAs closest to Elysium Wealth Management, LLC in assets and average client size; shrinking counts below zero. They move when the firm files.

Organic client growth25 of 25

Ahead of 99% of its peers. Individual clients, 2024 to 2026, with clients of firms it acquired taken out. Fewer clients than two years ago counts below zero.

Organic asset growth20 of 20

Ahead of 99% of its peers. Assets, 2024 to 2026, with acquired firms' assets taken out. Growing more than 5 points slower than a 60/40 portfolio over the same dates counts below zero: clients took money out.

Advisors gained14 of 15

Ahead of 93% of its peers. Advisors who joined less advisors who left since the end of 2023, for the firm's size. Losing more than it gained counts below zero.

Drivers: 20 of 40

What the fastest-growing firms do more often, from the firm's website, its Form ADV and its Advicer.bio page. These can change this week.

Raise it by up to 20 points

  1. +8 Collect client testimonials, with your compliance team. How testimonials work →
  2. +6 Add your tools to your firm page and fill the gaps peers cover. Stack Match →
  3. +6 Claim and complete your firm page. Complete your page →

Open Elysium Wealth Management, LLC's TNT Tracker → Ten steps, one at a time, with prizes along the way.

Want the whole picture? The peer report puts Elysium Wealth Management, LLC against each of these 100 peers, chart by chart, with the moves to make first.

Week by week

Scored weekly. The line starts with the next weekly score.