The FINTRX Acquisition Score is a proprietary metric within our Advisor M&A SmartView that instantly assesses which firms are most likely to transact based on signals like AUM growth, rep stability, and ownership structure. To demonstrate the power of the acquisition score, we turned to FINTRX AI to generate a list of RIAs with an acquisition score of 100 and rapid AUM growth, defined as at least 20% year-over-year growth. With just one prompt, we were able to quickly narrow down the list to 14 firms that are not only in excellent position for M&A but also growing rapidly, presenting promising opportunities for acquirers.
What would have taken hours of manual data collection and analysis was accomplished in a fraction of the time. This efficiency and time-saving capability are invaluable for anyone in the M&A space, allowing firms to make faster, data-backed decisions.
Abound Financial is an independent RIA founded in 2023, serving individual, family, and institutional clients with a focus on financial planning, portfolio management, and ESG investing. Managing ~$436 million in assets across 1,800 accounts, the firm emphasizes public funds and mutual funds while also incorporating alternatives such as private equity, venture capital, and real estate. Abound operates as both a registered representative of a broker-dealer and an insurance broker, with four office locations supporting its diverse and growing client base.
• FINTRX Acquisition Score: 100
• Total AUM: $436,000,000
• 1-Year AUM Change: 23%
• Total Accounts: 1,800
• Number of Employees: 2
Direct Financial Care is an independent RIA established in 2024, offering financial planning and portfolio management services to individuals and small businesses. The firm manages ~$192.3 million in assets across 329 accounts for 88 clients, with a focus on public funds and mutual funds as its core investment strategy. With a straightforward fee structure, including AUM-based, hourly, and fixed fees, Direct Financial Care takes a traditional approach, avoiding alternative investments and ESG strategies. Operating from two office locations, the firm delivers client-centric advisory services across multiple regions.
• FINTRX Acquisition Score: 100
• Total AUM: $192,345,763
• 1-Year AUM Change: 28%
• Total Accounts: 329
• Number of Employees: 1
Entelechy is an independent RIA founded in 2024, providing financial planning and portfolio management services to individuals and small businesses. The firm manages ~$201.9 million in discretionary assets across 341 accounts for 74 clients, with a strong emphasis on mutual funds and public funds. Entelechy also leverages third-party alternative investment managers to broaden its offerings and enhance portfolio diversification. With a fee structure that includes AUM-based, hourly, and fixed charges, the firm maintains a personalized, client-focused approach. Operating from two office locations, Entelechy further engages clients through educational seminars and workshops.
• FINTRX Acquisition Score: 100
• Total AUM: $201,923,176
• 1-Year AUM Change: 51%
• Total Accounts: 341
• Number of Employees: 1
Lighthouse Financial is an independent RIA registered in 2023, offering financial planning and portfolio management services to individuals, families, and institutions. The firm manages ~$604.6 million in assets, $173.3 million discretionary and $431.3 million non-discretionary, across 300 accounts for 118 clients. Its investment strategy centers on exchange-traded equities, with $453.4 million allocated, and includes real estate and mutual funds to support portfolio diversification. Lighthouse uses a fee structure based on AUM, hourly rates, and fixed fees, and operates from a single office location while custodying assets with Charles Schwab & Co., Inc.
• FINTRX Acquisition Score: 100
• Total AUM: $604,566,217
• 1-Year AUM Change: 23%
• Total Accounts: 300
• Number of Employees: 1
Mayport Wealth Management is an independent RIA founded in 2020, providing financial planning and portfolio management services primarily to individuals and families. Managing ~$481.5 million in assets across 569 accounts for 117 clients, the firm operates as a capital allocator with a fee structure based on hourly and fixed rates. Its investment strategy emphasizes ETFs (totaling $327 million) and includes stock holdings, mutual funds, and hedge funds to support diversification and customized client solutions. Headquartered in a single office, Mayport custodies assets with Charles Schwab and Fidelity.
• FINTRX Acquisition Score: 100
• Total AUM: $481,532,920
• 1-Year AUM Change: 37%
• Total Accounts: 569
• Number of Employees: 2
Metamorphic Capital is an independent RIA serving individuals, families, and institutional clients with services including financial planning, portfolio management, and pension consulting. The firm manages ~$274.8 million in assets (primarily non-discretionary) across 99 accounts for 17 high-value clients, averaging about $16.2 million each. Metamorphic employs a diverse fee structure, including performance-based fees, and leans heavily on cash and cash equivalents for asset management. Its investment strategy includes both traditional mutual funds and a broad range of alternatives such as private placements, real estate, commodities, digital currency, and oil and gas. The firm operates from two office locations to support its regional reach.
• FINTRX Acquisition Score: 100
• Total AUM: $274,802,051
• 1-Year AUM Change: 2440%
• Total Accounts: 99
• Number of Employees: 2
Outwing Private Wealth Management is an independent RIA founded in 2024, serving high-net-worth individuals and families with tailored financial planning and portfolio management. The firm manages ~$302.3 million in assets (mostly non-discretionary) across 66 accounts for 18 clients, averaging $16.8 million each. With a flexible fee structure that includes AUM-based, fixed, and performance-based fees, Outwing acts as a capital allocator and emphasizes private funds, hedge funds, real estate, corporate debt, and other alternatives. It also invests in mutual funds and annuities to round out its offerings. Outwing operates from two offices to support its personalized wealth management approach.
• FINTRX Acquisition Score: 100
• Total AUM: $302,335,000
• 1-Year AUM Change: 85%
• Total Accounts: 66
• Number of Employees: 3
Pine Harbor Wealth Management is an independent RIA established in 2024, offering financial planning and portfolio management services to individuals, families, and small businesses. The firm manages ~$444.8 million in fully discretionary assets across 616 accounts for 147 clients, with an average client size of $3 million. Its investment approach centers on public funds and mutual funds, totaling $342.5 million, while also incorporating hedge funds and corporate debt to enhance diversification. With a fee structure that includes AUM-based, hourly, and fixed fees, Pine Harbor maintains a flexible, client-centric model. The firm operates from three offices and is known for its active ESG investment focus.
• FINTRX Acquisition Score: 100
• Total AUM: $444,750,649
• 1-Year AUM Change: 24%
• Total Accounts: 616
• Number of Employees: 2
Rockline Wealth Management is an independent RIA founded in 2023, providing financial planning, portfolio management, and pension consulting services to individuals, families, and institutions. The firm manages ~$631.7 million in assets, $537.6 million discretionary and $94.1 million non-discretionary, across 1,321 accounts for 825 clients. Its investment strategy emphasizes equities, with $356.2 million in stock holdings and a top position in Nvidia, while also incorporating alternatives such as private equity, venture capital, real estate, and commodities through third-party managers. Rockline also invests in mutual funds and operates from a single office, custodying assets primarily with LPL Financial.
• FINTRX Acquisition Score: 100
• Total AUM: $631,676,085
• 1-Year AUM Change: 32%
• Total Accounts: 1,321
• Number of Employees: 5
Saybrook Wealth Group is an independent RIA founded in 2022, offering financial planning, portfolio management, and educational services to individuals, families, and institutions. The firm manages ~$241.6 million in assets, $86.9 million discretionary and $154.7 million non-discretionary, across 932 accounts for 298 clients. With a focus on ESG investing, Saybrook primarily allocates to exchange-traded equities ($118.4 million) and complements its strategy with mutual funds and alternative investments managed by third-party firms. Operating from a single office, Saybrook emphasizes personalized service and socially responsible investment practices.
• FINTRX Acquisition Score: 100
• Total AUM: $241,645,801
• 1-Year AUM Change: 22%
• Total Accounts: 932
• Number of Employees: 2
Sivia Capital Partners is an independent RIA founded in 2014, providing financial planning, portfolio management, and adviser selection services primarily to individuals and families. The firm manages ~$640.8 million in assets, $617.2 million discretionary and $23.6 million non-discretionary, across 339 accounts for 55 clients, averaging $11.7 million each. With 291 holdings totaling $214.3 million in 13F assets, the portfolio is led by a position in Reddit Inc. and is split between stocks and ETFs. Sivia also allocates to alternatives such as real estate and digital currency, alongside mutual funds. Operating from three offices, the firm takes a capital allocator approach while delivering personalized wealth management.
• FINTRX Acquisition Score: 100
• Total AUM: $640,807,082
• 1-Year AUM Change: 24%
• Total Accounts: 339
• Number of Employees: 4
Sjbenen Advisory is an independent RIA founded in 2020, offering financial planning, portfolio management, and client education services to individuals, families, and institutions. The firm manages ~$328.5 million in fully discretionary assets across 370 accounts for 148 clients, with an average client size of $2.2 million. Its investment strategy emphasizes fixed-income securities, particularly U.S. government bonds valued at $151.1 million, held primarily in separately managed accounts. Sjbenen also allocates to real estate and mutual funds to support portfolio diversification. The firm operates from two offices in different states, maintaining a strong regional presence.
• FINTRX Acquisition Score: 100
• Total AUM: $328,542,172
• 1-Year AUM Change: 29%
• Total Accounts: 370
• Number of Employees: 1
Thinagee Investments Inc. is an independent RIA established in 2025, providing financial planning and portfolio management services primarily to individuals and families. The firm manages ~$210 million in assets, $207.5 million discretionary and $2.5 million non-discretionary, across 165 accounts for 40 clients, with an average client size of about $5.3 million. Its investment strategy leans toward fixed-income securities, particularly U.S. government bonds, and includes real estate as an alternative asset for added diversification. With a fee structure based on AUM and hourly charges, Thinagee operates from a single office and uses multiple custodians, including Schwab, Northern Trust, and SEI, to manage client assets efficiently.
• FINTRX Acquisition Score: 100
• Total AUM: $210,000,000
• 1-Year AUM Change: 146%
• Total Accounts: 165
• Number of Employees: 2
Traynor Capital Management is an independent RIA founded in 2013, providing financial planning and portfolio management services to individuals, families, businesses, and institutions. The firm manages ~$1.85 billion in assets, $1.39 billion discretionary and $456.3 million non-discretionary, across 1,425 accounts for 985 clients. Its investment strategy centers on exchange-traded equities, with $1.19 billion in 13F holdings and a notable position in Nvidia. Traynor also allocates to ETFs, closed-end funds, mutual funds, hedge funds, and corporate debt to diversify portfolios. With three office locations across two states, the firm offers personalized service while maintaining a broad regional footprint.
• FINTRX Acquisition Score: 100
• Total AUM: $1,845,679,326
• 1-Year AUM Change: 48%
• Total Accounts: 1,425
• Number of Employees: 12
With FINTRX AI and the Advisor M&A SmartView, the process of pinpointing high-growth RIAs that are ripe for M&A has never been more efficient. The 14 firms highlighted in this blog showcase not only impressive AUM growth but also acquisition readiness, making them prime targets for strategic expansion.
Asset managers and investors can save valuable time and resources by quickly narrowing down the field and focusing on firms with the greatest potential. This combination of advanced data analysis and real-time intelligence enables smarter, faster decision-making in the M&A space, offering a competitive edge to those leveraging these powerful tools. As the wealth management industry continues to evolve, having the right tools, like FINTRX, to identify, analyze, and act on advisor acquisition opportunities will be crucial for sustained success.