Growing a firm on your own is a different game than growing one with a team, so these firms are ranked only against each other. From the end of 2023 to the end of 2025, the typical one-advisor wealth manager grew its assets 1.25×. Out of 640 solo firms, these 320 beat it. Here are the top 100.
Presented byYour company here · Sponsor this pageFrom Form ADV filings · updated November 4, 2026 · Firms with a team are on Organic Growers
| # | Firm | Assets, end of 2023 → 2025 | Growth | Individual clients | How they grew | Main custodian | Score |
|---|---|---|---|---|---|---|---|
| 1 | Great Hill Capital, LLC NY | $341M → $1.01B | 2.95× 2.4× typical | 23 → 76 | Organic | Interactive Brokers | 99.7 |
| 2 | Snc Wealth Management LLC NJ | $12.2M → $31.4M | 2.56× 2.0× typical | 19 → 50 | Organic | – | 99.5 |
| 3 | Quantel Asset Management LLC NEW YORK, NY | $12.2M → $59.7M | 4.89× 3.9× typical | 67 → 132 | Unexplained jump | – | 99.3 |
| 4 | Wealthlynk, Inc. FALLBROOK, CA | $45.7M → $112M | 2.45× 2.0× typical | 82 → 176 | Organic | Altruist | 99.1 |
| 5 | Legado Wealth Management LLC NEW YORK, NY | $16.4M → $51M | 3.12× 2.5× typical | 50 → 75 | Unexplained jump | – | 98.3 |
| 6 | Greenbridge Partners LLC LAKELAND, FL | $178.7M → $433.1M | 2.42× 1.9× typical | 369 → 648 | Organic | Schwab | 98.3 |
| 7 | Insights Investments PALO ALTO, CA | $19.5M → $45.8M | 2.34× 1.9× typical | 18,916 → 33,896 | Organic | Interactive Brokers | 98.3 |
| 8 | St Bernard Asset Management, Inc. RUSSELLVILLE, AR | $11.9M → $27.4M | 2.31× 1.8× typical | 37 → 69 | Organic | – | 98.3 |
| 9 | Golden Bay Advisors LLC NY | $140.1M → $295.7M | 2.11× 1.7× typical | 56 → 147 | Organic | Shareholders Service Group, LLC | 98.2 |
| 10 | Fifr TN | $27.8M → $68M | 2.45× 2.0× typical | 144 → 214 | Organic | Altruist | 97.8 |
| 11 | Fbd Asset Mgmt BLOOMINGTON, MN | $41.2M → $76.8M | 1.86× 1.5× typical | 67 → 132 | Organic | Schwab | 96.8 |
| 12 | Lockwood Wealth Strategies, LLC TX | $41.3M → $80.6M | 1.95× 1.6× typical | 45 → 70 | Organic | Altruist | 96.7 |
| 13 | Ngc Financial, LLC BAYSIDE, NY | $39.1M → $71.9M | 1.84× 1.5× typical | 61 → 112 | Organic | – | 96.3 |
| 14 | Brave Eagle Wealth Management NEW YORK, NY | $52M → $101M | 1.94× 1.6× typical | 74 → 107 | Organic | Pershing | 96.2 |
| 15 | Integrated Financial Solutions, Inc. RESTON, VA | $168.6M → $303.3M | 1.8× 1.4× typical | 115 → 203 | Organic | Pershing | 96.0 |
| 16 | Poinciana Advisors Group, LLC PALM BEACH GARDENS, FL | $210.1M → $396M | 1.88× 1.5× typical | 84 → 112 | Organic | Fidelity | 95.3 |
| 17 | Gramercy Strategic Capital LLC NY | $144.9M → $247.9M | 1.71× 1.4× typical | 16 → 32 | Organic | Schwab | 95.3 |
| 18 | Stewardship Financial Planning TARRYTOWN, NY | $37M → $65.5M | 1.77× 1.4× typical | 28 → 39 | Organic | Schwab | 94.6 |
| 19 | Rolek Retirement Planning BERWYN, PA | $127M → $239.2M | 1.88× 1.5× typical | 206 → 262 | Organic | Pershing | 94.5 |
| 20 | Portfolio Design Labs, LLC ENCINO, CA | $276.2M → $624.9M | 2.26× 1.8× typical | 294 → 346 | Organic | Schwab | 94.2 |
| 21 | M.a. Whelan Financial Planning NY | $43.5M → $77.4M | 1.78× 1.4× typical | 35 → 46 | Organic | Pershing | 94.2 |
| 22 | Lighthouse Retirement PONTE VEDRA, FL | $139M → $284.6M | 2.05× 1.6× typical | 152 → 182 | Organic | Interactive Brokers | 94.0 |
| 23 | Healthequity Advisors DRAPER, UT | $1.19B → $1.99B | 1.67× 1.3× typical | 107,327 → 178,476 | Organic | Healthequity Trust Company | 93.9 |
| 24 | Degreen Private Wealth, LLC SCOTTSDALE, AZ | $80.9M → $132.8M | 1.64× 1.3× typical | 43 → 84 | Organic | Schwab | 93.8 |
| 25 | Mindful Wealth LLC GLENCOE, IL | $132.9M → $225.3M | 1.7× 1.4× typical | 42 → 57 | Organic | Schwab | 93.5 |
| 26 | Voyage Wealth Management, LLC TX | $103.4M → $171.5M | 1.66× 1.3× typical | 32 → 49 | Organic | Schwab | 93.5 |
| 27 | Gallagher Capital Advisors, LLC TX | $155.4M → $263.1M | 1.69× 1.4× typical | 230 → 302 | Organic | Schwab | 92.8 |
| 28 | Liberty Financial Group, Inc. ELM GROVE, WI | $114M → $194.3M | 1.7× 1.4× typical | 192 → 238 | Organic | Schwab | 92.5 |
| 29 | Octavia Investments LLC NV | $192.1M → $327M | 1.7× 1.4× typical | 57 → 71 | Organic | Schwab | 92.5 |
| 30 | Future Perfect Planning, LLC NY | $25.2M → $44.5M | 1.76× 1.4× typical | 35 → 42 | Organic | Schwab | 92.2 |
| 31 | Rookwood Wealth Management, LLC OH | $126.3M → $205.4M | 1.63× 1.3× typical | 49 → 67 | Organic | Schwab | 92.0 |
| 32 | Boerum Hill Financial Advisors LLC BROOKLYN, NY | $28.3M → $46.4M | 1.64× 1.3× typical | 68 → 87 | Organic | Schwab | 91.5 |
| 33 | Beacon Investment Advisors LLC GAITHERSBURG, MD | $257.8M → $541.9M | 2.1× 1.7× typical | 106 → 118 | Organic | Fidelity | 91.4 |
| 34 | Challenger Wealth Management ALISO VIEJO, CA | $177.3M → $275.5M | 1.55× 1.2× typical | 166 → 238 | Organic | Schwab | 90.8 |
| 35 | Elite Financial, Inc. LEWISTON, ID | $171.2M → $274.2M | 1.6× 1.3× typical | 334 → 439 | Organic | Schwab | 90.7 |
| 36 | Rsd Advisors NY | $44M → $78.1M | 1.78× 1.4× typical | 23 → 26 | Organic | Pershing | 90.5 |
| 37 | Athena Wealth Management, LLC RENO, NV | $107.7M → $174M | 1.62× 1.3× typical | 116 → 144 | Organic | Fidelity | 90.4 |
| 38 | Ring Mountain Capital, LLC TIBURON, CA | $138.2M → $222.1M | 1.61× 1.3× typical | 340 → 426 | Organic | Schwab | 90.2 |
| 39 | Hartmann Taylor Wealth Management, LLC DALLAS, TX | $164.9M → $254.6M | 1.54× 1.2× typical | 64 → 91 | Organic | Schwab | 89.9 |
| 40 | Lighthouse Financial SAINT PETERSBURG, FL | $490.2M → $755.6M | 1.54× 1.2× typical | 94 → 132 | Organic | Schwab | 89.6 |
| 41 | Milagre Wealth Management, Inc. WHITE PLAINS, NY | $83.8M → $137.1M | 1.64× 1.3× typical | 350 → 414 | Organic | – | 89.5 |
| 42 | Merlin Asset Management NEWPORT, RI | $36.3M → $69.5M | 1.91× 1.5× typical | 24 → 26 | Organic | Schwab | 89.1 |
| 43 | Reshape Wealth BOCA RATON, FL | $150M → $232.2M | 1.55× 1.2× typical | 100 → 127 | Organic | Schwab | 89.1 |
| 44 | Longevity Capital Management THOUSAND OAKS, CA | $119.3M → $184.2M | 1.54× 1.2× typical | 138 → 182 | Organic | Schwab | 89.1 |
| 45 | Backer SAN FRANCISCO, CA | $38.6M → $62.9M | 1.63× 1.3× typical | 12,416 → 14,482 | Organic | – | 89.0 |
| 46 | Embarcadero Capital Advisors, Inc. LAGUNA HILLS, CA | $40M → $60M | 1.5× 1.2× typical | 117 → 250 | Organic | Schwab | 88.8 |
| 47 | The Tenret Company, LLC TAMPA, FL | $142M → $225.4M | 1.59× 1.3× typical | 46 → 55 | Organic | Schwab | 88.7 |
| 48 | Lightedway Advisory Services, Inc. HARRISON, NY | $77M → $115M | 1.49× 1.2× typical | 118 → 267 | Organic | Schwab | 88.4 |
| 49 | Wealthcollab BELLEVUE, WA | $189.3M → $316.2M | 1.67× 1.3× typical | 61 → 68 | Organic | Schwab | 88.3 |
| 50 | Dynamic Trading Management, LLC. WHITE PLAINS, NY | $53.2M → $116.6M | 2.19× 1.8× typical | 75 → 79 | Organic | Interactive Brokers | 88.0 |
| 51 | Frankly Finances FL | $126.1M → $204.2M | 1.62× 1.3× typical | 22 → 25 | Organic | Schwab | 87.9 |
| 52 | Werlinich Asset Management, L.l.c. CT | $140M → $209M | 1.49× 1.2× typical | 26 → 51 | Organic | – | 87.9 |
| 53 | Smart Steps Wealth Management LLC ST. LOUIS, MO | $55M → $81.5M | 1.48× 1.2× typical | 78 → 278 | Organic | Schwab | 87.8 |
| 54 | Peconic Asset Planning RIVERHEAD, NY | $40.6M → $64.6M | 1.59× 1.3× typical | 176 → 203 | Organic | Schwab | 87.7 |
| 55 | Copley Investment Management, LLC NC | $200.4M → $307.3M | 1.53× 1.2× typical | 444 → 537 | Organic | Schwab | 87.4 |
| 56 | Timmons Wealth Management ATTLEBORO, MA | $114.8M → $179.2M | 1.56× 1.2× typical | 132 → 150 | Organic | Schwab | 86.6 |
| 57 | Mace Capital Management, LLC NEW YORK, NY | $58.2M → $86.2M | 1.48× 1.2× typical | 40 → 64 | Organic | Schwab | 86.5 |
| 58 | Hilpan Moxie Wealth Management, LLC CA | $45.7M → $100.4M | 2.2× 1.8× typical | 78 | Organic | – | 86.3 |
| 59 | Utopia Wealth Management, LLC COCONUT CREEK, FL | $172.8M → $261.4M | 1.51× 1.2× typical | 48 → 58 | Organic | Schwab | 86.3 |
| 60 | Modern Dollar Planning, LLC ST. LOUIS, MO | $104.1M → $159.1M | 1.53× 1.2× typical | 131 → 153 | Organic | Fidelity | 86.2 |
| 61 | Outbound Financial BOULDER, CO | $100.1M → $151.2M | 1.51× 1.2× typical | 125 → 150 | Organic | Schwab | 86.0 |
| 62 | Waterford Capital Investment Advisory Services LLC ADDISON, TX | $150.1M → $228.5M | 1.52× 1.2× typical | 93 → 109 | Organic | Schwab | 85.9 |
| 63 | Geneva Financial Group LAKEWOOD, NJ | $155.1M → $233.7M | 1.51× 1.2× typical | 32 → 39 | Organic | BNY | 85.9 |
| 64 | New Amsterdam Wealth Planning NJ | $44.4M → $65.8M | 1.48× 1.2× typical | 38 → 52 | Organic | Fidelity | 85.9 |
| 65 | Breachway Investments, LLC CHARLESTOWN, RI | $112.2M → $164.9M | 1.47× 1.2× typical | 161 → 242 | Organic | Schwab | 85.8 |
| 66 | Stone Creek Group, LLC ENGLEWOOD, CO | $155.4M → $250.6M | 1.61× 1.3× typical | 80 → 87 | Organic | Schwab | 85.3 |
| 67 | Wiregrass Asset Management THOMASVILLE, GA | $94.3M → $159.7M | 1.69× 1.4× typical | 295 → 313 | Organic | LPL Financial | 85.2 |
| 68 | Four Corners Financial MELVILLE, NY | $69.5M → $104.8M | 1.51× 1.2× typical | 38 → 45 | Organic | Altruist | 85.2 |
| 69 | Viewpoint Capital Management SEATTLE, WA | $177.6M → $267.8M | 1.51× 1.2× typical | 107 → 125 | Organic | Schwab | 84.9 |
| 70 | Cfm Wealth Partners LLC AUSTIN, TX | $585.5M → $885.8M | 1.51× 1.2× typical | 232 → 267 | Organic | Raymond James | 84.8 |
| 71 | Orcam Financial Group, LLC CA | $137.5M → $238.9M | 1.74× 1.4× typical | 115 → 120 | Organic | Schwab | 84.6 |
| 72 | Gps Financial, LLC PITTSFORD, NY | $52.8M → $77.3M | 1.46× 1.2× typical | 197 → 263 | Organic | Schwab | 84.5 |
| 73 | Rm Private Wealth Management MIAMI, FL | $219.8M → $340.9M | 1.55× 1.2× typical | 65 → 71 | Organic | Schwab | 84.4 |
| 74 | Sapere Wealth Management, LLC MATTHEWS, NC | $345.1M → $604.8M | 1.75× 1.4× typical | 219 → 227 | Organic | Axos Clearing | 84.2 |
| 75 | Private Financial Management LLC CA | $105.5M → $158.7M | 1.5× 1.2× typical | 25 → 29 | Organic | Schwab | 84.1 |
| 76 | Tolsma Investments, LLC WA | $386.3M → $552.7M | 1.43× 1.1× typical | 131 → 215 | Organic | Fidelity | 84.1 |
| 77 | Mcculley Financial Group, LLC WESTCHESTER, IL | $125.2M → $188.7M | 1.51× 1.2× typical | 123 → 141 | Organic | Schwab | 84.0 |
| 78 | Cook Financial Designs, Inc. VIRGINIA BEACH, VA | $115M → $172.4M | 1.5× 1.2× typical | 167 → 195 | Organic | Schwab | 84.0 |
| 79 | The Hajdari Group, LLC STATEN ISLAND, NY | $84.7M → $133M | 1.57× 1.3× typical | 223 → 241 | Organic | Schwab | 83.9 |
| 80 | Alethea Capital Management, LLC CA | $167.9M → $302.6M | 1.8× 1.4× typical | 39 → 40 | Organic | Schwab | 83.6 |
| 81 | Autumn Glory Partners, LLC DALLAS, TX | $505.2M → $747.6M | 1.48× 1.2× typical | 39 → 47 | Organic | Fidelity | 83.6 |
| 82 | Pendleton Financial Wealth Management RALEIGH, NC | $110.5M → $160M | 1.45× 1.2× typical | 100 → 128 | Organic | Schwab | 83.2 |
| 83 | Equanimity Financial Partners PASADENA, CA | $147.7M → $234.3M | 1.59× 1.3× typical | 618 → 658 | Organic | Schwab | 83.0 |
| 84 | N.v.n.g. Investments, Inc. KALAMAZOO, MI | $225.2M → $329.5M | 1.46× 1.2× typical | 32 → 39 | Organic | – | 82.8 |
| 85 | Bona Fide Wealth TX | $100.9M → $144.2M | 1.43× 1.1× typical | 40 → 55 | Organic | Schwab | 82.8 |
| 86 | Elemental Capital Partners LLC CA | $91.1M → $193.1M | 2.12× 1.7× typical | 63 → 63 | Organic | Schwab | 82.5 |
| 87 | Qapital Invest, LLC NEW YORK, NY | $37M → $52.2M | 1.41× 1.1× typical | 21,480 → 38,446 | Organic | Apex Clearing | 82.5 |
| 88 | Unest Advisers, LLC LARAMIE, WY | $26.4M → $45.6M | 1.72× 1.4× typical | 20,068 → 20,394 | Organic | Apex Clearing | 81.9 |
| 89 | Byron Place Capital Management, LLC METUCHEN, NJ | $28.8M → $48.4M | 1.68× 1.3× typical | 35 → 36 | Organic | Interactive Brokers | 81.9 |
| 90 | Four Tree Island Advisory LLC PORTSMOUTH, NH | $122.5M → $182.2M | 1.49× 1.2× typical | 47 → 53 | Organic | Interactive Brokers | 81.9 |
| 91 | Spahn Wealth & Retirement LLC SCOTTSDALE, AZ | $127.3M → $181.4M | 1.43× 1.1× typical | 100 → 133 | Organic | Schwab | 81.8 |
| 92 | Guide Wealth Management NY | $27.2M → $42.1M | 1.55× 1.2× typical | 35 → 37 | Organic | Schwab | 81.4 |
| 93 | Saber Capital Management LLC FUQUAY VARINA, NC | $90.6M → $129.3M | 1.43× 1.1× typical | 69 → 88 | Organic | Schwab | 81.3 |
| 94 | Northstar Financial Advisors, Inc. NJ | $139.8M → $195.3M | 1.4× 1.1× typical | 73 → 135 | Organic | Raymond James | 81.2 |
| 95 | Rochester Investments ROCHESTER, NY | $45.7M → $69.5M | 1.52× 1.2× typical | 138 → 147 | Organic | Schwab | 81.1 |
| 96 | Prevail Wealth Management KIRKLAND, WA | $180.8M → $260.8M | 1.44× 1.2× typical | 223 → 264 | Organic | Schwab | 80.9 |
| 97 | Opulen Financial Group, LLC ARLINGTON, VA | $114.5M → $171.8M | 1.5× 1.2× typical | 159 → 172 | Organic | Schwab | 80.6 |
| 98 | Pine Harbor Wealth Management LLC FAIRFAX, VA | $356.2M → $507.1M | 1.42× 1.1× typical | 130 → 159 | Organic | Schwab | 80.5 |
| 99 | Broadview Wealth Management, LLC WA | $109M → $154.9M | 1.42× 1.1× typical | 60 → 74 | Organic | Schwab | 80.5 |
| 100 | Block Wealth Management, Inc NC | $127.5M → $186.5M | 1.46× 1.2× typical | 66 → 75 | Organic | Schwab | 80.4 |