From the end of 2023 to the end of 2025, the typical wealth management RIA grew its assets 1.34×, which is mostly the market. Out of 5,989 firms, these beat it by the most while also adding advisory staff and advisors, ranked nationally and in every state.
From SEC Form ADV filings and advisor registrations · updated October 23, 2026
| # | Firm | Assets, end of 2023 → 2025 | Growth | Advisory staff | Net advisors, 12 mo | How they grew | Main custodian | Score |
|---|---|---|---|---|---|---|---|---|
| 1 | Arax Advisory Partners NEW YORK, NY | $1.44B → $26.52B | 18.44× 13.8× typical | 15 → 168 | +132 | Organic or recruited | Schwab | 99.2 |
| 2 | Savvy NEW YORK, NY | $401.3M → $5B | 12.46× 9.3× typical | 10 → 101 | +69 | Organic or recruited | Schwab | 99.1 |
| 3 | Farther SAN FRANCISCO, CA | $2.18B → $16.01B | 7.34× 5.5× typical | 76 → 252 | +63 | Organic or recruited | Schwab | 98.9 |
| 4 | Kintra Wealth, LLC WILLIAMSPORT, PA | $390.6M → $1.5B | 3.84× 2.9× typical | 7 → 43 | +24 | Organic or recruited | Fidelity | 98.9 |
| 5 | Signal Advisors DETROIT, MI | $465.3M → $1.69B | 3.63× 2.7× typical | 5 → 37 | +16 | Organic or recruited | Fidelity | 98.9 |
| 6 | Root Financial Partners AUSTIN, TX | $399.2M → $2.15B | 5.38× 4.0× typical | 9 → 59 | +15 | Organic or recruited | Schwab | 98.8 |
| 7 | Alphacore Capital LLC LA JOLLA, CA | $2.44B → $12.96B | 5.31× 4.0× typical | 23 → 70 | +28 | Organic | Schwab | 98.8 |
| 8 | &Partners NASHVILLE, TN | $1.17B → $30.27B | 25.8× 19.3× typical | 174 → 439 | +141 | Organic or recruited | Pershing | 98.7 |
| 9 | Triad Wealth Partners, LLC LAWRENCE, KS | $153.4M → $1.53B | 9.95× 7.4× typical | 5 → 33 | +11 | Organic or recruited | Schwab | 98.7 |
| 10 | XYPN Sapphire BOZEMAN, MT | $133.3M → $1.25B | 9.41× 7.0× typical | 15 → 60 | +15 | Organic or recruited | Schwab | 98.7 |
| 11 | Modern Wealth Management, LLC KANSAS CITY, MO | $2.07B → $10.9B | 5.26× 3.9× typical | 36 → 102 | +27 | Organic | Schwab | 98.6 |
| 12 | Victory Financial AUSTIN, TX | $288.8M → $1.34B | 4.63× 3.5× typical | 12 → 47 | +11 | Organic | Schwab | 98.6 |
| 13 | Parkwoods Wealth Partners, LLC CLAYTON, MO | $403.5M → $1.79B | 4.42× 3.3× typical | 3 → 24 | +8 | Organic or recruited | Schwab | 98.6 |
| 14 | Bluespring Wealth Management, LLC AUSTIN, TX | $1.33B → $5.43B | 4.07× 3.0× typical | 17 → 47 | +32 | Organic or recruited | Schwab | 98.6 |
| 15 | Elevation Point Wealth Partners, LLC DENVER, CO | $2.19B → $8.29B | 3.79× 2.8× typical | 20 → 54 | +18 | Organic or recruited | Fidelity | 98.5 |
| 16 | Crusonia Wealth Advisors LLC DENVER, CO | $152.4M → $1.18B | 7.73× 5.8× typical | 2 → 14 | +5 | Organic or recruited | Schwab | 98.4 |
| 17 | Integrity Advisory Solutions DALLAS, TX | $147.5M → $1.1B | 7.48× 5.6× typical | 39 → 108 | +13 | Organic or recruited | Schwab | 98.4 |
| 18 | Blueprint Financial Advisors CHARLOTTE, NC | $132.5M → $1.41B | 10.67× 8.0× typical | 14 → 39 | +8 | Organic | Schwab | 98.3 |
| 19 | Apella Wealth WEST HARTFORD, CT | $3.35B → $11.07B | 3.3× 2.5× typical | 40 → 88 | +28 | Organic | Schwab | 98.3 |
| 20 | Bbva Global Wealth Advisors, Inc. MIAMI, FL | $399M → $1.36B | 3.42× 2.6× typical | 17 → 39 | +6 | Organic or recruited | Pershing | 97.9 |
| 21 | Foguth Wealth Management, LLC. BRIGHTON, MI | $237M → $1.07B | 4.52× 3.4× typical | 10 → 32 | +3 | Organic or recruited | Schwab | 97.8 |
| 22 | Bluedoor Private Wealth, LLC BEVERLY, MA | $102.7M → $337.3M | 3.28× 2.4× typical | 1 → 4 | +3 | Organic or recruited | Schwab | 97.8 |
| 23 | Rothschild Wealth LLC OAKBROOK, IL | $615.6M → $1.7B | 2.76× 2.1× typical | 9 → 23 | +5 | Organic or recruited | Schwab | 97.8 |
| 24 | Merit Financial Advisors ALPHARETTA, GA | $7.25B → $23.88B | 3.29× 2.5× typical | 117 → 229 | +82 | Organic or recruited | LPL Financial | 97.5 |
| 25 | Apollon Financial, LLC MOUNT PLEASANT, SC | $482.3M → $1.45B | 3× 2.2× typical | 7 → 18 | +3 | Organic | LPL Financial | 97.5 |
| 26 | Thepartners Wealth Management CARMEL BY THE SEA, CA | $172.5M → $1.18B | 6.86× 5.1× typical | 7 → 36 | +2 | Organic or recruited | Fidelity | 97.3 |
| 27 | Integrity Alliance, LLC URBANDALE, IA | $2B → $5.41B | 2.71× 2.0× typical | 173 → 322 | +110 | Organic or recruited | – | 97.2 |
| 28 | MDRN Capital™ ANNAPOLIS, MD | $101.6M → $338.6M | 3.33× 2.5× typical | 7 → 22 | +2 | Organic or recruited | Altruist | 97.1 |
| 29 | Ascentis Wealth Management, LLC DALLAS, TX | $247.9M → $595.7M | 2.4× 1.8× typical | 1 → 5 | +3 | Organic or recruited | – | 97.1 |
| 30 | Earned Wealth Advisors, LLC WALNUT CREEK, CA | $1.42B → $3.11B | 2.19× 1.6× typical | 11 → 33 | +11 | Organic or recruited | Fidelity | 97.1 |
| 31 | Impact Partnership Wealth, LLC MARIETTA, GA | $751.6M → $2.96B | 3.94× 2.9× typical | 50 → 89 | +10 | Organic | Schwab | 97.0 |
| 32 | Golden Reserve Retirement, LLC DUBLIN, OH | $201.1M → $544.3M | 2.71× 2.0× typical | 6 → 22 | +2 | Organic or recruited | Schwab | 96.9 |
| 33 | Uptick Partners, LLC NACOGDOCHES, TX | $398.6M → $1.06B | 2.67× 2.0× typical | 6 → 25 | +2 | Organic or recruited | Pershing | 96.9 |
| 34 | Cw Advisors, LLC BOSTON, MA | $6.92B → $15.22B | 2.2× 1.6× typical | 38 → 89 | +13 | Organic or recruited | Fidelity | 96.9 |
| 35 | Encompass More Asset Management LLC DANVILLE, CA | $228.5M → $984.9M | 4.31× 3.2× typical | 43 → 85 | +5 | Organic | Schwab | 96.8 |
| 36 | Arca Wealth, LLC PORTSMOUTH, NH | $357.3M → $1.27B | 3.55× 2.6× typical | 6 → 11 | +5 | Organic | Schwab | 96.8 |
| 37 | Mai Capital Management, LLC CLEVELAND, OH | $19.71B → $52.1B | 2.64× 2.0× typical | 137 → 230 | +31 | Organic | Fidelity | 96.8 |
| 38 | Fiduciary Financial Advisors GRAND RAPIDS, MI | $555.4M → $1.33B | 2.39× 1.8× typical | 22 → 50 | +3 | Organic | Schwab | 96.6 |
| 39 | Northrock Partners, LLC MINNEAPOLIS, MN | $5.8B → $12.19B | 2.1× 1.6× typical | 39 → 91 | +21 | Organic or recruited | Schwab | 96.6 |
| 40 | Ascentis Independent Advisors, LLC DALLAS, TX | $743.7M → $2.09B | 2.82× 2.1× typical | 24 → 39 | +22 | Organic or recruited | Raymond James | 96.5 |
| 41 | Ieq Capital, LLC FOSTER CITY, CA | $23.58B → $56.77B | 2.41× 1.8× typical | 100 → 193 | +15 | Organic | Fidelity | 96.5 |
| 42 | Mission Wealth Management, LP SANTA BARBARA, CA | $7.07B → $17B | 2.4× 1.8× typical | 72 → 135 | +15 | Organic | Fidelity | 96.4 |
| 43 | Ethos Financial Group, LLC KING OF PRUSSIA, PA | $913.9M → $2.42B | 2.65× 2.0× typical | 20 → 37 | +4 | Organic | Schwab | 96.3 |
| 44 | Gateway Wealth Partners, LLC APPLETON, WI | $891.6M → $2.28B | 2.56× 1.9× typical | 51 → 83 | +19 | Organic or recruited | LPL Financial | 96.2 |
| 45 | United Advisor Group CINCINNATI, OH | $578.8M → $1.43B | 2.46× 1.8× typical | 28 → 51 | +6 | Organic | SEI | 96.2 |
| 46 | Bison Wealth, LLC ATLANTA, GA | $1.16B → $2.74B | 2.36× 1.8× typical | 33 → 65 | +7 | Organic or recruited | Fidelity | 96.1 |
| 47 | Spiderrock Advisors, LLC CHICAGO, IL | $4.85B → $9.83B | 2.03× 1.5× typical | 10 → 43 | +4 | Organic | Fidelity | 96.1 |
| 48 | Sax Wealth Advisors, LLC PARSIPPANY, NJ | $1.74B → $3.6B | 2.07× 1.5× typical | 15 → 37 | +5 | Organic or recruited | Fidelity | 96.0 |
| 49 | Signature Equity Partners, LLC COLUMBUS, OH | $250.9M → $688.1M | 2.74× 2.0× typical | 21 → 32 | +6 | Organic | Fidelity | 95.8 |
| 50 | Fortis Capital Advisors, LLC PRAIRIE VILLAGE, KS | $630.6M → $1.62B | 2.56× 1.9× typical | 37 → 57 | +11 | Organic or recruited | Schwab | 95.8 |
| 51 | Buck Wealth Strategies, LLC DENVER, CO | $299.9M → $1.64B | 5.48× 4.1× typical | 20 → 39 | +2 | Organic or recruited | Fidelity | 95.7 |
| 52 | Stonebridge Wealth Systems LLC KEARNEY, NE | $102M → $369.1M | 3.62× 2.7× typical | 6 → 10 | +3 | Organic | Fidelity | 95.7 |
| 53 | Gc Wealth Management RIA, LLC CAMBRIDGE, MA | $2.12B → $5.83B | 2.76× 2.1× typical | 17 → 34 | +2 | Organic | Fidelity | 95.6 |
| 54 | Private Advisory REDMOND, WA | $900.5M → $2.14B | 2.38× 1.8× typical | 6 → 12 | +3 | Organic | Schwab | 95.6 |
| 55 | New Edge Wealth STAMFORD, CT | $8.61B → $19.93B | 2.31× 1.7× typical | 62 → 99 | +41 | Organic | Fidelity | 95.6 |
| 56 | Summit Financial, LLC PARSIPPANY, NJ | $11.55B → $26.35B | 2.28× 1.7× typical | 119 → 216 | +4 | Organic | Fidelity | 95.5 |
| 57 | Second Line Capital, LLC METAIRIE, LA | $402.1M → $1.32B | 3.29× 2.5× typical | 14 → 24 | +2 | Organic | LPL Financial | 95.4 |
| 58 | Arq Wealth Advisors, LLC SCOTTSDALE, AZ | $520.1M → $1.21B | 2.33× 1.7× typical | 6 → 11 | +3 | Organic or recruited | Schwab | 95.4 |
| 59 | Strathmore Capital Advisors CHARLOTTE, NC | $391M → $805M | 2.06× 1.5× typical | 5 → 11 | +3 | Organic or recruited | Schwab | 95.4 |
| 60 | Wedmont Private Capital WEST CHESTER, PA | $1.58B → $3.44B | 2.18× 1.6× typical | 6 → 12 | +4 | Organic | Schwab | 95.3 |
| 61 | Boyum Wealth Architects LLC BLOOMINGTON, MN | $258.8M → $564M | 2.18× 1.6× typical | 4 → 9 | +2 | Organic or recruited | Schwab | 95.3 |
| 62 | Oneseven BEACHWOOD, OH | $3.68B → $7.72B | 2.1× 1.6× typical | 48 → 95 | +7 | Organic or recruited | Schwab | 95.3 |
| 63 | RFG Advisory VESTAVIA HILLS, AL | $3.86B → $7.97B | 2.06× 1.5× typical | 102 → 178 | +33 | Organic or recruited | Schwab | 95.3 |
| 64 | Friday Financial DUBUQUE, IA | $129.1M → $409.3M | 3.17× 2.4× typical | 4 → 6 | +22 | Organic or recruited | Schwab | 95.1 |
| 65 | Ausdal Financial Partners, Inc. DAVENPORT, IA | $1.53B → $3.73B | 2.43× 1.8× typical | 110 → 168 | +5 | Organic or recruited | Schwab | 95.1 |
| 66 | Wealthplan Investment Management LLC OMAHA, NE | $988.9M → $2.19B | 2.21× 1.6× typical | 8 → 14 | +4 | Organic or recruited | Schwab | 95.1 |
| 67 | Accurate Wealth Management, LLC WESLEY CHAPEL, FL | $780.5M → $1.71B | 2.19× 1.6× typical | 28 → 47 | +4 | Organic or recruited | Schwab | 95.0 |
| 68 | Lido LOS ANGELES, CA | $19.66B → $42.5B | 2.16× 1.6× typical | 147 → 235 | +27 | Organic or recruited | Fidelity | 95.0 |
| 69 | Focus Partners Wealth, LLC ST. LOUIS, MO | $21.47B → $181.86B | 8.47× 6.3× typical | 730 → 1,025 | +30 | Organic | Schwab | 94.9 |
| 70 | Van Clemens Wealth Management, LLC MINNEAPOLIS, MN | $105.9M → $470.4M | 4.44× 3.3× typical | 16 → 24 | +9 | Organic or recruited | Schwab | 94.9 |
| 71 | Lifeworks Advisors, LLC GRAND RAPIDS, MI | $421.8M → $966.7M | 2.29× 1.7× typical | 25 → 40 | +5 | Organic or recruited | Schwab | 94.9 |
| 72 | Hb Wealth ATLANTA, GA | $15.2B → $30.16B | 1.98× 1.5× typical | 80 → 152 | +14 | Organic or recruited | Schwab | 94.9 |
| 73 | Stevens Capital Partners OMAHA, NE | $302.7M → $810.3M | 2.68× 2.0× typical | 6 → 10 | +2 | Organic | Fidelity | 94.8 |
| 74 | Syntheticfi LLC SAN FRANCISCO, CA | $125.6M → $992.9M | 7.9× 5.9× typical | 2 → 7 | +1 | Organic | Schwab | 94.7 |
| 75 | Endeavor Advisors, LLC HOUSTON, TX | $106.1M → $559.5M | 5.28× 3.9× typical | 2 → 8 | +1 | Organic or recruited | Schwab | 94.7 |
| 76 | Lonestar Registered Investment Advisors, LLC LUBBOCK, TX | $113M → $336.2M | 2.98× 2.2× typical | 3 → 13 | +1 | Organic | Schwab | 94.7 |
| 77 | Aptus Capital Advisors, LLC FAIRHOPE, AL | $5.29B → $14.14B | 2.68× 2.0× typical | 16 → 26 | +2 | Acquisitions | Schwab | 94.7 |
| 78 | Gibbs Wealth Management, LLC ALPHARETTA, GA | $391.4M → $1.06B | 2.72× 2.0× typical | 10 → 59 | +1 | Organic | Schwab | 94.6 |
| 79 | Ep Wealth Advisors TORRANCE, CA | $22.32B → $45.15B | 2.02× 1.5× typical | 195 → 320 | +29 | Organic or recruited | Fidelity | 94.6 |
| 80 | Mkt and Associates LLC TACOMA, WA | $113M → $378.7M | 3.35× 2.5× typical | 1 → 3 | +1 | Organic or recruited | Schwab | 94.5 |
| 81 | Endeavor Private Wealth, Inc. TOPEKA, KS | $304.3M → $595.3M | 1.96× 1.5× typical | 3 → 9 | +2 | Organic or recruited | Wells Fargo | 94.5 |
| 82 | Compass Financial Management LLC TAMPA, FL | $409.4M → $893.8M | 2.18× 1.6× typical | 20 → 31 | +4 | Organic or recruited | Fidelity | 94.4 |
| 83 | Prosperitas Financial VALENCIA, CA | $391.8M → $812.5M | 2.07× 1.5× typical | 13 → 23 | +3 | Organic | Schwab | 94.4 |
| 84 | Cerity Partners LLC NEW YORK, NY | $80.57B → $161.68B | 2.01× 1.5× typical | 704 → 1,102 | +77 | Organic | Schwab | 94.4 |
| 85 | Seeds NEW YORK, NY | $165.5M → $1B | 6.05× 4.5× typical | 2 → 5 | +1 | Organic | – | 94.3 |
| 86 | Pinnacle Wealth Advisors CLACKAMAS, OR | $202.1M → $549.7M | 2.72× 2.0× typical | 5 → 14 | +1 | Organic | Schwab | 94.3 |
| 87 | Coastal Bridge Advisors WESTPORT, CT | $2.81B → $5.02B | 1.78× 1.3× typical | 9 → 25 | +16 | Organic or recruited | Pershing | 94.3 |
| 88 | Heirloom Wealth Management LLC GREENWOOD VILLAGE, CO | $500.4M → $1.11B | 2.21× 1.6× typical | 11 → 17 | +3 | Acquisitions | Schwab | 94.2 |
| 89 | Dutch Asset Corporation SELKIRK, NY | $69.9M → $186.9M | 2.68× 2.0× typical | 3 → 8 | +1 | Organic or recruited | Interactive Brokers | 94.1 |
| 90 | Oneascent Financial Services LLC BIRMINGHAM, AL | $1.79B → $3.54B | 1.98× 1.5× typical | 39 → 74 | +3 | Organic | Schwab | 94.0 |
| 91 | Peak Planning Group, LLC CENTENNIAL, CO | $272.2M → $710M | 2.61× 1.9× typical | 3 → 7 | +1 | Organic | Raymond James | 93.9 |
| 92 | Arch Global Advisors, LLC NEW YORK, NY | $102.2M → $230.9M | 2.26× 1.7× typical | 6 → 10 | +2 | Organic | Schwab | 93.9 |
| 93 | Eversource Wealth Advisors, LLC BIRMINGHAM, AL | $2.69B → $5.1B | 1.89× 1.4× typical | 40 → 76 | +5 | Organic or recruited | Schwab | 93.9 |
| 94 | Bip Wealth, LLC ATLANTA, GA | $2.83B → $5.29B | 1.87× 1.4× typical | 27 → 48 | +5 | Organic | Schwab | 93.6 |
| 95 | William Joseph Capital Management, Inc. BRISTOL, CT | $270.2M → $694.3M | 2.57× 1.9× typical | 19 → 27 | +3 | Organic | AssetMark | 93.5 |
| 96 | Composition Wealth, LLC LOS ANGELES, CA | $4.9B → $9.47B | 1.93× 1.4× typical | 41 → 63 | +8 | Organic or recruited | Schwab | 93.4 |
| 97 | Key Capital Management, Inc. HENDERSONVILLE, TN | $205.8M → $393M | 1.91× 1.4× typical | 5 → 9 | +3 | Organic or recruited | Schwab | 93.4 |
| 98 | Moment Private Wealth SAINT LOUIS, MO | $112.1M → $357.2M | 3.18× 2.4× typical | 3 → 6 | +1 | Organic | Fidelity | 93.3 |
| 99 | Vestgen Advisors, LLC CHICAGO, IL | $660.3M → $6.67B | 10.09× 7.5× typical | 30 → 58 | +1 | Organic | LPL Financial | 93.2 |
| 100 | Owl Creek Wealth Partners GREENWOOD VILLAGE, CO | $205.9M → $602.3M | 2.92× 2.2× typical | 1 → 2 | +1 | Organic or recruited | Schwab | 93.2 |
Every dollar the top 100 added in two years, split into what the typical firm grew, firms they brought in, what advisors who joined from other firms could have brought, and organic growth. An estimate from Form ADV and advisor moves: see how below.
Of the top 100: 40 grew mostly organically, 58 grew with many advisors joining (organic or recruited: Form ADV can't tell which), and 2 mostly through acquisitions.
Firms labeled organic that were under $2B at the end of 2023 and grew their number of clients by a quarter or more, by organic growth (the low end) against their assets then.
| # | Firm | Assets, end of 2023 → 2025 | Growth | Advisory staff | Net advisors, 12 mo | How they grew | Main custodian | Score |
|---|---|---|---|---|---|---|---|---|
| 1 | Vestgen Advisors, LLC CHICAGO, IL | $660.3M → $6.67B | 10.09× 7.5× typical | 30 → 58 | +1 | Organic | LPL Financial | 93.2 |
| 2 | Diversify Wealth Management, LLC SOUTH JORDAN, UT | $458.1M → $4.11B | 8.97× 6.7× typical | 24 → 70 | -3 | Organic | Schwab | 74.5 |
| 3 | Vise Ai Advisors NEW YORK CITY, NY | $1.07B → $8.53B | 7.96× 5.9× typical | 17 → 20 | 0 | Organic | Schwab | 69.8 |
| 4 | Syntheticfi LLC SAN FRANCISCO, CA | $125.6M → $992.9M | 7.9× 5.9× typical | 2 → 7 | +1 | Organic | Schwab | 94.7 |
| 5 | Blueprint Financial Advisors CHARLOTTE, NC | $132.5M → $1.41B | 10.67× 8.0× typical | 14 → 39 | +8 | Organic | Schwab | 98.3 |
| 6 | Qtr Family Wealth, LLC LAKE MARY, FL | $107.3M → $749.3M | 6.98× 5.2× typical | 3 → 6 | 0 | Organic | – | 76.2 |
| 7 | Discipline Wealth Solutions, Inc. GREENVILLE, SC | $93M → $746.7M | 8.03× 6.0× typical | 14 → 18 | +1 | Organic | Schwab | 88.8 |
| 8 | Synergy Investment Management LLC ALTAMONTE SPRINGS, FL | $101.6M → $681.5M | 6.71× 5.0× typical | 10 → 16 | -1 | Organic | LPL Financial | 73.2 |
| 9 | Rossby Financial, LLC MELBOURNE, FL | $107.3M → $854.8M | 7.96× 5.9× typical | 8 → 2 | +9 | Organic | – | 73.7 |
| 10 | Elyxium Wealth LLC BEVERLY HILLS, CA | $260.4M → $1.39B | 5.34× 4.0× typical | 4 → 7 | 0 | Organic | Schwab | 75.9 |
| 11 | Idb Lido Wealth, LLC NEW YORK, NY | $93.6M → $478.4M | 5.11× 3.8× typical | 14 → 9 | 0 | Organic | Schwab | 53.4 |
| 12 | Castle Rock Advisors LLC BOSTON, MA | $830.2M → $3.86B | 4.65× 3.5× typical | 22 → 27 | 0 | Organic | Goldman Sachs | 70.8 |
| 13 | Paul Winkler, Inc. GOODLETTSVILLE, TN | $284M → $1.28B | 4.49× 3.4× typical | 13 → 14 | 0 | Organic | Schwab | 68.0 |
| 14 | Hammond Iles Wealth Advisors WETHERSFIELD, CT | $107.1M → $474.9M | 4.44× 3.3× typical | 4 → 6 | 0 | Organic | Schwab | 74.0 |
| 15 | Three Seasons Wealth SALT LAKE CITY, UT | $250M → $1.23B | 4.94× 3.7× typical | 4 → 7 | +1 | Organic | Wells Fargo | 93.0 |
The top 47 growers with a tech stack on Advicer.bio, against all 2,347 firms in the ranking that have one. Tools on 5 or more of the growers' stacks, by how much more often they show up. General business tools (email, office suites) are left out.
| Tool | Category | Fastest growers | All firms | Lift |
|---|---|---|---|---|
| Orion | Compliance, Portfolio Management, TAMP | 40.4% | 23.5% | 1.7× |
| SS&C Black Diamond | CRM, Portfolio Management, TAMP | 23.4% | 17% | 1.4× |
| eMoney | Client Portal, Financial Planning, Account Aggregation | 40.4% | 31.1% | 1.3× |
| Envestnet Tamarac | Performance Reporting, Trading/Rebalancing, Portfolio Management, CRM | 17% | 16.7% | 1× |
Stacks are self-reported on Advicer.bio, and a tool showing up more often doesn't mean it caused the growth. Compare your stack.