
Top 50 Emerging, Fee-Only RIA Firms
In our annual RIA Leaders report, in addition to identifying the top 50 firms by AUM and by growth, Financial Planning ran the numbers to find 50 emerging fee-only RIA firms to watch. Firms were ranked by AUM growth since 2006. All have less than $500 million in AUM yet are growing rapidly. Click through to see the full list.

50. Irongate International
AUM Growth Since 2006 (millions): $326.42
Employees: 6-10
Investment Advisors: 1-5
Website: irongateinternational.com

49. Smith Anglin Financial
AUM Growth Since 2006 (millions): $330
Employees: 11-50
Investment Advisors: 6-10
Website: smithanglin.com

48. O'Brien Management
AUM Growth Since 2006 (millions): $331.29
Employees: 6-10
Investment Advisors: 6-10
Website: obrienmanagement.com

47. Sloan Wealth Management
AUM Growth Since 2006 (millions): $331.12
Employees: 6-10
Investment Advisors: 1-5
Website: sloanwm.com

46. Spectrum Management Group
AUM Growth Since 2006 (millions): $334.41
Employees: 6-10
Investment Advisors: 1-5
Website: spectrum-mgmt.com

45. Zuckerman Investment Group
AUM Growth Since 2006 (millions): $337.06
Employees: 6-10
Investment Advisors: 1-5
Website: zuckermaninvestmentgroup.com

44. Yeske Buie
AUM Growth Since 2006 (millions): $337.73
Employees: 6-10
Investment Advisors: 1-5
Website: Yeske Buie

43. Macguire Cheswick & Tuttle Investment Counsel
AUM Growth Since 2006 (millions): $345.00
Employees: 6-10
Investment Advisors: 1-5
Website: mct-advisors.com

42. Generation Capital Management
AUM Growth Since 2006 (millions): $346.59
Employees: 1-5
Investment Advisors: 1-5
Website: gencapmgmt.com

41. Novare Capital Management
AUM Growth Since 2006 (millions): $350.31
Employees: 6-10
Investment Advisors: 6-10
Website: novarecapital.com

40. Greenwich Investment Management
AUM Growth Since 2006 (millions): $350.80
Employees: 6-10
Investment Advisors: 6-10
Website: greenwichinvestmentmgt.com

39. PDR Advisors
AUM Growth Since 2006 (millions): $354.73
Employees: 1-5
Investment Advisors: 1-5
Website: pdradvisors.com

38. Legacy Financial Advisors
AUM Growth Since 2006 (millions): $354.82
Employees: 11-50
Investment Advisors: 6-10
Website: legacyfinancialadvisors.com

37. Poplar Forest Capital
AUM Growth Since 2006 (millions): $355.44
Employees: 6-10
Investment Advisors: 6-10
Website: poplarforestLLC.com

36. Empirical Wealth management
AUM Growth Since 2006 (millions): $363.91
Employees: 6-10
Investment Advisors: 1-5
Website: empiricalfs.com

35. Lucid Advisors
AUM Growth Since 2006 (millions): $366.59
Employees: 6-10
Investment Advisors: 1-5
Website: lucidadvisorsinc.com

34. MTX Wealth Management
AUM Growth Since 2006 (millions): $377.93
Employees: 6-10
Investment Advisors: 1-5
Website: mtxwealth.com

33. Moorings Group
AUM Growth Since 2006 (millions): $378.17
Employees: 6-10
Investment Advisors: 1-5
Website: mooringsgroup.com

32. Kitano Capital
AUM Growth Since 2006 (millions): $378.20
Employees: 11-50
Investment Advisors: 1-5
Website: kitanocapital.com

31. Lexington Wealth Management
AUM Growth Since 2006 (millions): $379.52
Employees: 11-50
Investment Advisors: 11-50
Website: lexingtonwealth.com

30. Astraeus Advisors
AUM Growth Since 2006 (millions): $387.43
Employees: 1-5
Investment Advisors: 1-5
Website: astraeusadvisers.com

29. Patton Albertson & Miller
AUM Growth Since 2006 (millions): $387.52
Employees: 11-50
Investment Advisors: 11-50
Website: pamwealth.com

28. PJS Investment Management
AUM Growth Since 2006 (millions): $393.65
Employees: 6-10
Investment Advisors: 6-10
Website: pjsinvestment.com

27. Lindbrook Capital
AUM Growth Since 2006 (millions): $396.03
Employees: 1-5
Investment Advisors: 1-5
Website: lindbrookcapital.com

26. Berman Capital Advisors
AUM Growth Since 2006 (millions): $398.26
Employees: 6-10
Investment Advisors: 1-5
Website: bermancapitaladv.com

25. Atrato Advisors
AUM Growth Since 2006 (millions): $400.00
Employees: 6-10
Investment Advisors: 6-10
Website: atratoadvisors.com

24. Addison Capital
AUM Growth Since 2006 (millions): $400.89
Employees: 1-5
Investment Advisors: 1-5
Website: addisoncapital.com

23. Finser InternationalCorp.
AUM Growth Since 2006 (millions): $402.00
Employees: 6-10
Investment Advisors: 1-5
Website: finsergroup.com

22. Hudock Moyer Wealth Resources
AUM Growth Since 2006 (millions): $406.62
Employees: 6-10
Investment Advisors: 6-10
Website: hudockmoyer.com

21. Independence Advisors
AUM Growth Since 2006 (millions): $409.66
Employees: 6-10
Investment Advisors: 1-5
Website: independenceadvisors.com

20. Stillwater Capital Advisors
AUM Growth Since 2006 (millions): $411.00
Employees: 6-10
Investment Advisors: 1-5
Website: stillwateradv.com

19. Feltz Wealthplan
AUM Growth Since 2006 (millions): $412.90
Employees: 11-50
Investment Advisors: 6-10
Website: feltzwp.com

18. Wealthquest Corporation
AUM Growth Since 2006 (millions): $416.00
Employees: 11-50
Investment Advisors: 6-10
Website: wqcorp.com

17. Summit Creek Advisors
AUM Growth Since 2006 (millions): $416.35
Employees: 1-5
Investment Advisors: 1-5
Website: summitcreekadvisors.com

16. Gratus Capital Management
AUM Growth Since 2006 (millions): $421.45
Employees: 6-10
Investment Advisors: 1-5
Website: gratucapital.com

15. Minis & Co.
AUM Growth Since 2006 (millions): $422.26
Employees: 6-10
Investment Advisors: 1-5
Website: minisinc.com

14. G.E. Pia & Co.
AUM Growth Since 2006 (millions): $426.00
Employees: 1-5
Investment Advisors: 1-5
Website: gepiaco.com

13. Next Capital Management
AUM Growth Since 2006 (millions): $426.23
Employees: 6-10
Investment Advisors: 6-10
Website: nextcapitalmgmt.com

12. Cardiff Park Advisors
AUM Growth Since 2006 (millions): $435.52
Employees: 1-5
Investment Advisors: 1-5
Website: cardiffpark.com

11. AGW Capital Advisors
AUM Growth Since 2006 (millions): $437.67
Employees: 1-5
Investment Advisors: 1-5
Website: agwcapital.com

10. Taylor Investment Counselors
AUM Growth Since 2006 (millions): $439.00
Employees: 6-10
Investment Advisors: 1-5
Website: taylorinvestments.com

9. Battery Global Advisors
AUM Growth Since 2006 (millions): $442.00
Employees: 6-10
Investment Advisors: 6-10
Website: batterglobaladvisors.com

8. Promus Capital
AUM Growth Since 2006 (millions): $446.81
Employees: 11-50
Investment Advisors: 6-10
Website: promuscapital.com

7. Carnegie Investment Counsel
AUM Growth Since 2006 (millions): $453.00
Employees: 11-50
Investment Advisors: 11-50
Website: carnegie-capital.com

6. Relyea Zuckerberg Hanson
AUM Growth Since 2006 (millions): $460.00
Employees: 6-10
Investment Advisors: 6-10
Website: rzhadvisors.com

5. Strategic Family Wealth Counselors
AUM Growth Since 2006 (millions): $475.85
Employees: 6-10
Investment Advisors: 1-5
Website: strategicfamilywealth.com

4. AssetBuilder
AUM Growth Since 2006 (millions): $486.60
Employees: 6-10
Investment Advisors: 1-5
Website: assetbuilder.com

3. Palladiem
AUM Growth Since 2006 (millions): $487.23
Employees: 6-10
Investment Advisors: 1-5
Website: palladiem.com

2. Granite Investment Advisors
AUM Growth Since 2006 (millions): $496.03
Employees: 11-50
Investment Advisors: 6-10
Website: graniteinvestmentadvisors.com

1. Chicago Partners Investment Group
AUM Growth Since 2006 (millions): $499.62
Employees: 1-5
Investment Advisors: 1-5
Website: chicagopartnersllc.com
Check Out: The top 50 firms by AUM and by growth.