DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Growth
RAUM and headcount change between annual amendments
Each firm’s latest annual updating amendment against the one filed for the fiscal year before and three before. Reported RAUM moves with markets as well as with clients; an acquisition shows as a jump in the acquirer and an exit from the roster for the seller. Nothing here separates flows from performance, and the page does not pretend to.
| Firm | RAUM | 1y ago | 1y growth | 3y CAGR | IARs | IARs 1y ago | Offices |
|---|---|---|---|---|---|---|---|
| Vista Financial Advisors, LLC former NY · FY2022 | $11492B | $10B | +114819% | n/a | 1 | 1 | 1 to 1 |
| Pinebridge Investments LLC other NY · FY2025 | $77B | $1.2B | +6437% | +228% | 0 | 0 | 1 to 5 |
| 1823 Partners (US) LLC institutional FL · FY2025 | $19B | $1.0B | +1753% | n/a | 0 | 0 | 0 to 1 |
| Stepstone Private Wealth asset manager NC · FY2024 | $18B | $1.5B | +1097% | +438% | 0 | 0 | 1 to 1 |
| Atlantic Asset Management, L.L.C. former VA · FY2014 | $12B | $1.0B | +1081% | +113% | 0 | 0 | n/a |
| Arax Advisory Partners BD affiliated NY · FY2025 | $27B | $2.8B | +846% | +184% | 230 | 38 | 9 to 38 |
| Canterbury Consulting Incorporated independent RIA CA · FY2025 | $46B | $7.4B | +521% | +104% | 25 | 25 | 3 to 2 |
| Simplify Asset Management Inc. asset manager NV · FY2024 | $14B | $2.4B | +477% | +173% | 2 | 0 | 9 to 1 |
| Pgim Dc Solutions asset manager NJ · FY2025 | $6.9B | $1.2B | +455% | n/a | 2 | 3 | 0 to 0 |
| Lansdowne Partners Austria Gmbh former · FY2013 | $9.1B | $1.7B | +438% | n/a | 0 | 0 | n/a |
| Vestmark Advisory Solutions, Inc. independent RIA MA · FY2025 | $50B | $10B | +398% | +143% | 8 | 6 | 0 to 0 |
| Alphacore Capital LLC independent RIA CA · FY2025 | $13B | $3.0B | +332% | +105% | 63 | 26 | 7 to 30 |
| Quantinno Capital Management LP independent RIA NY · FY2025 | $61B | $14B | +325% | +248% | 0 | 0 | 0 to 1 |
| Cfi Partners asset manager IL · FY2025 | $26B | $6.2B | +322% | +62% | 0 | 0 | 0 to 0 |
| Vise Ai Advisors independent RIA NY · FY2025 | $8.5B | $2.2B | +292% | +161% | 0 | 0 | 0 to 0 |
| Savvy independent RIA NY · FY2025 | $5.0B | $1.3B | +286% | +252% | 133 | 52 | 39 to 126 |
| Banyan Partners, LLC former FL · FY2013 | $4.6B | $1.2B | +273% | n/a | 40 | 19 | n/a |
| Neos Investments asset manager CT · FY2025 | $22B | $5.9B | +265% | +1312% | 0 | 0 | 0 to 0 |
| Macquarie Investment Management Europe Limited asset manager · FY2024 | $25B | $6.7B | +265% | +121% | 0 | 0 | 0 to 1 |
| Bluespring Wealth Management, LLC independent RIA TX · FY2025 | $5.4B | $1.5B | +265% | +63% | 41 | 17 | 0 to 7 |
| Baron Capital Management, Inc. asset manager NY · FY2024 | $11B | $3.0B | +262% | +52% | 0 | 0 | 0 to 1 |
| Elevation Point Wealth Partners, LLC independent RIA CO · FY2025 | $8.3B | $2.4B | +240% | +64% | 54 | 20 | 6 to 13 |
| Five Arrows Managers Llp former · FY2019 | $11B | $3.3B | +240% | n/a | 0 | 0 | 1 to 0 |
| Old Mutual Global Investors former · FY2013 | $26B | $7.8B | +237% | n/a | 0 | 0 | n/a |
| Alpinvest Private Equity Investment Management, LLC asset manager NY · FY2025 | $4.5B | $1.3B | +231% | +189% | 0 | 0 | 4 to 4 |
| Man Investments Australia Limited asset manager · FY2025 | $4.1B | $1.3B | +229% | +76% | 0 | 0 | 2 to 2 |
| Southstate Private Capital Management LLC other SC · FY2025 | $5.0B | $1.5B | +222% | +49% | 27 | 13 | 4 to 10 |
| Trb Wealth Management, LLC other TX · FY2025 | $3.7B | $1.2B | +220% | +97% | 15 | 9 | 3 to 3 |
| Voleon Capital Management LP asset manager CA · FY2025 | $29B | $9.3B | +215% | +57% | 0 | 0 | 0 to 3 |
| Marshall Wace North America L.P. asset manager NY · FY2024 | $59B | $19B | +212% | +30% | 0 | 0 | 7 to 2 |
| Capital Bank And Trust Company asset manager CA · FY2024 | $139B | $45B | +207% | +54% | 0 | 0 | 0 to 0 |
| Fiduciary Investment Advisors, LLC former CT · FY2019 | $5.0B | $1.6B | +203% | +88% | 31 | 32 | 3 to 3 |
| Niam Ab former · FY2014 | $4.3B | $1.4B | +201% | n/a | 0 | 0 | n/a |
| Allspring Global Investments (Uk) Limited asset manager · FY2025 | $31B | $10B | +201% | +79% | 0 | 0 | 0 to 0 |
| Ardevora Asset Management Llp former · FY2016 | $5.6B | $1.9B | +198% | n/a | 0 | 0 | n/a |
| Aris Investing asset manager IL · FY2025 | $3.3B | $1.1B | +196% | n/a | 2 | 1 | 0 to 1 |
| Hof Capital asset manager NY · FY2025 | $7.3B | $2.5B | +195% | +104% | 0 | 0 | 0 to 0 |
| Blackstone Clo Management LLC asset manager NY · FY2025 | $31B | $10B | +194% | +64% | 0 | 0 | 3 to 5 |
| Washington Harbour Partners LP asset manager VA · FY2025 | $4.7B | $1.6B | +192% | +101% | 0 | 0 | 0 to 0 |
| Sbla Advisers Corp. former FL · FY2021 | $6.3B | $2.2B | +189% | n/a | 0 | 0 | 0 to 0 |
| Pine Ridge Advisers LLC mixed wealth NY · FY2025 | $14B | $5.1B | +185% | +76% | 0 | 0 | 1 to 1 |
| Daiwa Asset Management (America) Ltd other NY · FY2025 | $6.0B | $2.1B | +183% | +46% | 0 | 0 | 0 to 0 |
| K5 Global Advisor LLC asset manager · FY2025 | $5.8B | $2.1B | +183% | +24% | 0 | 0 | 0 to 0 |
| Stifel Capital Management, LLC other NY · FY2025 | $4.2B | $1.5B | +182% | n/a | 1 | 1 | 0 to 1 |
| Portman Square Capital Llp asset manager · FY2024 | $4.6B | $1.6B | +182% | n/a | 0 | 0 | 0 to 0 |
| Tcg Crossover Management, LLC asset manager CA · FY2025 | $5.1B | $1.8B | +181% | +74% | 0 | 0 | 2 to 2 |
| Apollo Manager, LLC other NY · FY2025 | $3.6B | $1.3B | +181% | n/a | 0 | 0 | 32 to 28 |
| Paamco Prisma, LLC asset manager CA · FY2025 | $14B | $5.2B | +177% | +21% | 0 | 0 | 0 to 0 |
| State Street Global Advisors Ireland Limited former · FY2021 | $386B | $140B | +176% | +144% | 0 | 0 | 0 to 0 |
| Impactassets Capital Partners Pb LLC institutional MD · FY2025 | $4.9B | $1.8B | +174% | +109% | 0 | 0 | 0 to 0 |
| Pacific Asset Management asset manager · FY2024 | $13B | $4.7B | +174% | +63% | 0 | 0 | 0 to 0 |
| Farther independent RIA CA · FY2025 | $16B | $5.9B | +172% | +187% | 277 | 151 | 30 to 7 |
| Thurston Springer Advisors BD affiliated IN · FY2024 | $3.7B | $1.4B | +171% | +53% | 86 | 51 | 20 to 20 |
| Gc Wealth Management Ria, LLC independent RIA MA · FY2025 | $5.8B | $2.2B | +171% | n/a | 34 | 18 | 3 to 5 |
| Aliya Capital Partners LLC asset manager FL · FY2025 | $5.3B | $2.0B | +170% | +79% | 6 | 8 | 1 to 1 |
| Financial Engines Advisor Center, LLC former KS · FY2015 | $8.1B | $3.1B | +162% | +95% | 105 | 44 | n/a |
| Axs Investments LLC asset manager NY · FY2025 | $3.0B | $1.2B | +160% | +25% | 0 | 0 | 0 to 0 |
| Compass Analytics, LLC former CA · FY2020 | $34B | $13B | +159% | +28% | 0 | 0 | 2 to 1 |
| Roundhill Investments asset manager NY · FY2025 | $9.6B | $3.8B | +153% | +160% | 0 | 0 | 0 to 0 |
| Smith Capital Investors, LLC asset manager CO · FY2025 | $13B | $5.3B | +149% | +67% | 4 | 4 | 0 to 1 |
| Divisadero Street Capital Management, LP asset manager FL · FY2025 | $2.6B | $1.1B | +148% | +111% | 0 | 0 | 0 to 0 |
| O'Shaughnessy Asset Management, LLC independent RIA CT · FY2024 | $20B | $8.0B | +148% | +42% | 53 | 40 | 0 to 0 |
| Gotham Asset Management, LLC mixed wealth NY · FY2025 | $30B | $12B | +148% | +93% | 4 | 3 | 1 to 1 |
| Innovation X Advisors asset manager MD · FY2025 | $4.5B | $1.8B | +146% | +57% | 2 | 2 | 1 to 1 |
| Mvp Manager LLC asset manager NY · FY2025 | $2.8B | $1.1B | +145% | +51% | 1 | 1 | 0 to 0 |
| Blackstone Private Investments Advisors L.L.C. asset manager NY · FY2025 | $18B | $7.3B | +145% | n/a | 0 | 0 | 1 to 0 |
| Oc Investment Management LP asset manager FL · FY2025 | $76B | $31B | +142% | +47% | 0 | 0 | 0 to 0 |
| Castle Rock Advisors LLC independent RIA MA · FY2025 | $3.9B | $1.6B | +142% | n/a | 0 | 0 | 1 to 0 |
| Forza Investment Group, LP asset manager NJ · FY2025 | $4.6B | $1.9B | +142% | n/a | 0 | 0 | 0 to 1 |
| Ergoteles Capital former NY · FY2022 | $4.6B | $1.9B | +142% | +4.1% | 0 | 0 | 0 to 0 |
| Fixed Income Discount Advisory Company former NY · FY2014 | $17B | $7.2B | +141% | -46% | 0 | 0 | n/a |
| Swiss Re Insurance-Linked Strategies Inc. asset manager NY · FY2025 | $4.9B | $2.1B | +139% | +66% | 0 | 0 | 0 to 0 |
| Fulcrum Asset Management Llp asset manager · FY2025 | $69B | $29B | +138% | +33% | 0 | 0 | 0 to 0 |
| Truelink Capital Management, LLC asset manager CA · FY2025 | $4.2B | $1.8B | +137% | +226% | 0 | 0 | 0 to 0 |
| Apella Wealth independent RIA CT · FY2025 | $11B | $4.7B | +135% | +65% | 88 | 44 | 19 to 37 |
| Eurizon Slj former · FY2021 | $5.8B | $2.5B | +133% | n/a | 0 | 0 | 0 to 0 |
| Innocap Investment Advisers, LLC. other NY · FY2025 | $2.7B | $1.2B | +129% | n/a | 0 | 0 | 0 to 0 |
| Arkadios Wealth Advisors BD affiliated GA · FY2025 | $8.8B | $3.9B | +128% | +71% | 60 | 60 | 64 to 104 |
| Blue Owl Technology Credit Advisors LLC asset manager NY · FY2025 | $16B | $7.1B | +128% | +32% | 0 | 0 | 6 to 8 |
| Valor Equity Partners asset manager IL · FY2025 | $59B | $26B | +127% | +61% | 0 | 0 | 4 to 5 |
| Broad Reach Investment Management Llp asset manager · FY2024 | $2.6B | $1.1B | +127% | n/a | 0 | 0 | 1 to 1 |
| Proficio Capital Partners LLC independent RIA MA · FY2025 | $8.2B | $3.6B | +127% | +37% | 2 | 1 | 1 to 1 |
| Merit Financial Advisors BD affiliated GA · FY2025 | $24B | $11B | +126% | +63% | 236 | 145 | 59 to 65 |
| Exchange Traded Concepts, LLC asset manager OK · FY2025 | $23B | $10B | +126% | +59% | 0 | 0 | 1 to 1 |
| Integrity Alliance, LLC BD affiliated IA · FY2025 | $5.4B | $2.4B | +125% | +58% | 342 | 164 | 128 to 128 |
| Empros Capital LLC asset manager CA · FY2025 | $2.3B | $1.0B | +124% | +95% | 0 | 0 | 0 to 1 |
| Strategic Global Advisors, LLC former CA · FY2015 | $2.5B | $1.1B | +123% | +79% | 0 | 0 | n/a |
| Mdt Advisers, A Division Of Federated Mdta LLC asset manager MA · FY2025 | $26B | $12B | +122% | +73% | 1 | 1 | 1 to 1 |
| Quid Capital Group Holdings, LLC asset manager CA · FY2025 | $7.8B | $3.5B | +121% | +63% | 0 | 0 | 0 to 1 |
| Niobrara Capital Partners asset manager NY · FY2025 | $17B | $7.7B | +121% | n/a | 0 | 0 | 0 to 0 |
| Ares Capital Management II LLC asset manager CA · FY2025 | $20B | $9.0B | +119% | +76% | 2 | 2 | 22 to 22 |
| Standard Advisory Services Limited former · FY2018 | $4.3B | $2.0B | +119% | n/a | 0 | 0 | 0 to 0 |
| Pacific Avenue Capital Partners Management Company LLC asset manager CA · FY2025 | $3.0B | $1.4B | +119% | +92% | 0 | 0 | 0 to 0 |
| Quiet Capital Management, LLC asset manager CA · FY2025 | $5.4B | $2.5B | +119% | +41% | 0 | 0 | 0 to 1 |
| Sprott Asset Management USA Inc. mixed wealth CT · FY2025 | $10B | $4.6B | +118% | +72% | 30 | 23 | 2 to 4 |
| Plexus Capital asset manager NC · FY2025 | $3.8B | $1.7B | +118% | +96% | 0 | 0 | 1 to 1 |
| Alphacrest Capital Management LLC former NY · FY2021 | $3.5B | $1.6B | +117% | +69% | 0 | 0 | 0 to 0 |
| Thrive Capital asset manager NY · FY2025 | $50B | $23B | +117% | +52% | 0 | 0 | 3 to 2 |
| Gigafund asset manager · FY2025 | $15B | $6.9B | +116% | +71% | 0 | 0 | 0 to 0 |
| Nippon Life Global Investors Americas, Inc. other NY · FY2025 | $83B | $38B | +116% | +58% | 0 | 0 | 1 to 1 |