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The people behind the advice · Editorial spotlight
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Explore the directoryDiscover notable firms and advisors recognized in 2025 and 2026.
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Open the investor toolkitTop firms. Accomplished professionals. The story behind each honor.
#1 · non-mega RIA firms
Top 100 RIA Firms
The publisher ranks mega RIAs separately.
Firm rankings consider assets, growth, technology, succession planning, and other practice measures.
Methodology & disclosures#1 nationally
Top 100 Independent Advisors
Ranking released September 14, 2026; data period ended June 30, 2026.
Advisor rankings consider assets, revenue, and quality-of-practice measures.
Methodology & disclosures#7 nationally
Top RIA Firms
Published October 1, 2025; data period ended March 31, 2025.
A SHOOK Research firm selection. Review the publisher’s methodology and data period.
Methodology & disclosures
Manhattan skyline43,920 listed professionals
Cape May Lighthouse13,007 listed professionals
Hartford riverfront5,058 listed professionals
Miami waterfront379 listed professionals
Golden Gate Bridge135 listed professionals
Austin skyline73 listed professionals
Start with a profile. Discover their focus. Make a connection.
Founder & President
Portage, Michigan
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Managing Director
Milwaukee, Wisconsin
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Principal
New York, New York
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Senior Wealth Advisor
New York, New York
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Family Wealth Advisor
Seattle, Washington
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Senior Managing Director, Wealth Advisor
Highland Park, Illinois
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Recognition is one piece of information. Review source links, background records, services, fees, and current availability. Directory inclusion and community votes are not an endorsement or a personalized recommendation.
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