With thousands of wealth professionals using FINTRX to research Registered Investment Advisors (RIAs) and individual advisor profiles, engagement across the platform offers a clear view into where attention concentrated in 2025. Below are the RIA firms and advisors that consistently ranked among the most viewed throughout the year. From scaled advisory firms to influential reps shaping portfolio strategy and firm growth, these profiles highlight where research activity, conversation, and opportunity converged across the wealth management landscape.
• Rankings are based on total FINTRX profile views across all of 2025
• Firm metrics (Total AUM, YoY AUM Growth, AUM in ETFs) are pulled directly from the FINTRX platform and updated as of January 2026
• All engagement data is fully anonymized and aggregated, with internal FINTRX activity excluded
• Profiles are ranked strictly by total views for the year
Learn more about our data methodology here.
Founded in 1975, LPL Financial LLC is the largest independent broker-dealer and a qualified custodian, serving individuals, families, and institutions through a broad national advisor network. Managing nearly $619 billion in total assets, the firm operates with an overwhelmingly discretionary asset base and supports more than 1.6 million clients across millions of accounts. LPL Financial maintains a strong public-markets orientation, with portfolios heavily weighted toward ETFs and index-based strategies, complemented by mutual funds, annuities, and selective alternative allocations including private placements and real estate. Its unmatched scale and expansive footprint reinforce LPL’s position as a cornerstone platform across the independent wealth management ecosystem.
• Total AUM: $618.9B
• YoY AUM Growth: +33%
• Total AUM in ETFs: ~$249.7B
Founded in 2008, Hightower Advisors, LLC is a national independent RIA built around a multi-partner advisory platform serving individuals, families, and institutional investors. Managing nearly $165 billion in total assets, the firm operates with a heavily discretionary asset base and supports sophisticated client relationships with above-average account and client sizes. Hightower Advisors combines a strong public-markets allocation with meaningful exposure to alternative investments, including private equity, real estate, and private placements, while maintaining broad access to ETFs and individual equities. Its expansive office footprint and open-architecture custodial relationships reinforce a flexible, advisor-led model designed for scale and long-term capital stewardship.
• Total AUM: $164.8B
• YoY AUM Growth: +26%
• Total AUM in ETFs: ~$40.8B
Founded in 1992, Commonwealth Financial Network operates as a hybrid independent broker-dealer and registered investment advisor, delivering financial planning, portfolio management, and advisory services to individuals, families, and institutions. Managing more than $209 billion in total assets, the firm maintains a predominantly discretionary asset base and supports a wide range of advisor-led practices. Commonwealth Financial Network pairs a strong public-markets orientation with selective alternative allocations, combining equities, ETFs, and corporate debt with exposure to real assets and private placements. Its national footprint of more than 2,500 offices reinforces a scalable platform designed to balance advisor independence with institutional investment capabilities.
• Total AUM: $209.7B
• YoY AUM Growth: +18%
• Total AUM in ETFs: ~$46.8B
Founded in 1997, Osaic Wealth, Inc. is an independent broker-dealer providing financial planning, portfolio management, and advisory services to a broad base of individual and institutional clients. Managing over $200 billion in total assets, the firm operates with a blended discretionary and non-discretionary model that supports a wide range of advisor practices and client profiles. Osaic Wealth emphasizes liquid, publicly traded investment vehicles as core portfolio components, while also incorporating alternative allocations such as real estate, REITs, and digital assets. With nearly 5,000 office locations nationwide, the firm’s scale and distribution footprint position it as a key platform across the independent wealth management landscape.
• Total AUM: $200.3B
• YoY AUM Growth: +111%
• Total AUM in ETFs: ~$100.1B
Founded in 2006, Mariner Wealth Advisors is a national independent RIA providing comprehensive financial planning and portfolio management services to individuals, families, and institutions. Managing nearly $99 billion in total assets, the firm operates with a predominantly discretionary asset base and serves a sophisticated client population with an average client size exceeding $2 million. Mariner Wealth maintains a balanced allocation strategy across public equities and ETFs, complemented by broad exposure to alternative investments, including private equity, hedge funds, real estate, and managed futures. Its expansive multi-office footprint supports a scalable advisory model that blends institutional investment capabilities with localized client service.
• Total AUM: $98.6B
• YoY AUM Growth: +21%
• Total AUM in ETFs: ~$34.2B
Founded in 1965, J.P. Morgan Securities LLC is a national broker-dealer and wealth platform serving both individual and institutional investors through a broad suite of advisory, brokerage, and portfolio management services. Managing more than $352 billion in total assets, the firm operates at significant scale with a predominantly discretionary asset base and over one million client accounts. J.P. Morgan Securities maintains a strong emphasis on liquid, publicly traded investment vehicles, complemented by allocations to alternatives such as commodities, liquid alternatives, and energy-related investments. Its expansive footprint of nearly 8,000 offices nationwide reinforces its role as a cornerstone provider within the U.S. private wealth and brokerage ecosystem.
• Total AUM: $352.6B
• YoY AUM Growth: +41%
• Total AUM in ETFs: ~$215.1B
Founded in 2001, Wealth Enhancement Advisory Services, LLC is a national independent RIA delivering comprehensive wealth management, financial planning, and portfolio management services to individuals, families, and institutions. Managing nearly $95 billion in total assets, the firm operates with a strong discretionary foundation and a scaled advisory model designed to support long-term client relationships. Wealth Enhancement Advisory Services maintains a diversified allocation strategy across public equities, ETFs, and alternative investments, including hedge funds, real estate, and digital assets, while also incorporating annuities and mutual funds to meet varied client objectives. Its broad geographic footprint, with hundreds of offices nationwide, reinforces the firm’s ability to combine institutional-scale resources with localized advisory execution.
• Total AUM: $94.6B
• YoY AUM Growth: +31%
• Total AUM in ETFs: ~$30.6B
Founded in 1983, Creative Planning, LLC is one of the largest independent RIAs in the United States, providing comprehensive wealth management, financial planning, and portfolio management services to individuals, families, and institutions. Managing over $217 billion in total assets, the firm is distinguished by its overwhelmingly discretionary asset base and a scaled yet highly structured advisory model. Creative Planning maintains a strong emphasis on public-market efficiency, with a portfolio heavily weighted toward ETFs and index-based strategies, complemented by allocations to private equity, real estate, annuities, and mutual funds. Its national footprint of nearly 700 offices across 45 states underscores the firm’s ability to pair broad reach with consistent investment execution and long-term client alignment.
• Total AUM: $217.4B
• YoY AUM Growth: +24%
• Total AUM in ETFs: ~$101B
Founded in 2017, Cresset Asset Management, LLC is an independent RIA serving ultra-high-net-worth individuals, families, and institutional investors through a highly personalized, planning-led advisory model. Managing nearly $72 billion in total assets, the firm stands out for its large average client size and strong discretionary asset base, reflecting deep client relationships and long-term allocation mandates. Cresset combines public-market expertise with meaningful exposure to alternatives, deploying capital across equities, ETFs, private equity, venture capital, real estate, and digital assets. Its commitment to ESG-aligned investing and a national footprint spanning more than 100 offices further positions Cresset as a sophisticated allocator within the modern RIA landscape.
• Total AUM: $71.9B
• YoY AUM Growth: +36%
• Total AUM in ETFs: ~$12.25B
Founded in 1978, Merrill Lynch, Pierce, Fenner & Smith Incorporated is one of the most established wirehouse platforms in U.S. wealth management, delivering portfolio management, investment banking, and advisory services to both individual and institutional clients. With approximately $1.5 trillion in total assets under management, the firm operates at unmatched scale, serving more than 1.7 million clients across over 3 million accounts. Merrill Lynch maintains a diversified investment approach, with significant allocations to public equities and ETFs alongside exposure to alternatives such as private equity, annuities, and mutual funds. Its extensive national footprint, spanning nearly 6,800 offices, combined with deep market access and product breadth, continues to position Merrill Lynch as a dominant force across the private wealth and advisory landscape.
• Total AUM: $1.5T
• YoY AUM Growth: +18%
• Total AUM in ETFs: $646.49B
John Hoogenboom is the Founder and President of Hoogenboom Wealth Management, which he launched in 2021. Based in Stowe, Vermont, and Bozeman, Montana, John is affiliated with Cambridge Investment Research Advisors, Inc. and Cambridge Investment Research, Inc. With more than 15 years of experience in financial services, he specializes in retirement planning, portfolio construction, estate conservation, and business succession, serving entrepreneurs, working professionals, and multi-generational families. John previously held advisory roles at MML Investors Services, MSI Financial Services, and Baystate Wealth Management, earning national recognition early in his career. A Vermont native, he holds a B.S. from the University of Vermont with a double minor in economics and political science and brings a global perspective shaped by studying abroad.
• Firm(s): Hoogenboom Wealth Management; Cambridge Investment Research Advisors, Inc.; Cambridge Investment Research, Inc.
• Title: Founder, President
• Primary Location: Stowe, VT
David Schur is a Financial Consultant at Edward Jones, based in Tampa, Florida, where he has advised clients since 2012. With more than a decade of experience, David focuses on helping individuals and families achieve long-term financial goals through personalized planning and disciplined portfolio strategies. His relationship-driven approach emphasizes clear goal-setting and ongoing guidance as financial needs evolve. Recognized as a Forbes Top Next-Gen Wealth Advisor in 2023, David blends traditional wealth management principles with insights shaped by both advisory and analytical roles earlier in his career.
• Firm: Edward Jones
• Title: Financial Consultant
• Primary Location: Tampa, FL
Frederick Alexander is a Wealth Advisor at LPL Financial LLC, advising clients through the JFC Advisor Network since 2020. Based in Lincoln, Nebraska, he brings more than 15 years of experience serving high-net-worth individuals and families through comprehensive wealth management, including investment management, retirement planning, insurance strategies, and coordinated estate and tax planning. Frederick previously held advisory roles at Securities America and Wells Fargo Advisors and holds both a Juris Doctor and an MBA from the University of Nebraska–Lincoln. He is also a co-founder of the We Vote Project, a non-partisan organization focused on government transparency and civic engagement.
• Firm: LPL Financial LLC
• Title: Wealth Advisor
• Primary Location: Lincoln, NE
Blake Street is the Founding Partner and Chief Investment Officer at Warren Street Wealth Advisors, based in Irvine, California. Since founding the firm in 2015, Blake has led investment strategy and portfolio construction with a disciplined, planning-first philosophy focused on long-term outcomes. With more than a decade of experience, he specializes in advising pre-retirees, retirees, and high-net-worth individuals through comprehensive financial planning and retirement strategy. Blake previously built his advisory foundation at Cambridge Investment Research and LPL Financial, gaining experience across trading, research, and client-facing roles, and he remains active in his community as a mentor with Big Brothers Big Sisters of Orange County & The Inland Empire.
• Firm: Warren Street Wealth Advisors
• Title: Founding Partner, Chief Investment Officer
• Primary Location: Irvine, CA
Joshua Flade is the Chief Investment Officer at Oneseven, based in Park City, Utah. Appointed CIO in 2024, Joshua leads portfolio construction, manager evaluation, and market research as a key member of the firm’s investment committee. His background spans equity and fixed income research, wealth management, and strategic asset allocation for high-net-worth and institutional clients. Prior to Oneseven, Joshua spent five years at Townsquare Capital, most recently as Deputy CIO, and earlier worked at Ensign Peak Advisors and Goldman Sachs. He holds a double major in Finance and Russian from Brigham Young University and serves as Chair of Programming for the CFA Society Salt Lake.
• Firm: Oneseven
• Title: Chief Investment Officer
• Primary Location: Park City, UT
Stephen Tuckwood is the Director of Investments at Modern Wealth Management, where he has led the firm’s investment platform since 2023. Located in Roswell, Georgia, Stephen oversees portfolio design, construction, and investment oversight, supporting advisors serving high-net-worth and institutional clients. He previously worked at Goldman Sachs within the Alternative Investments & Manager Selection group and served as Head of Research at United Capital Financial Advisors, overseeing a centralized $15B investment platform. Originally from the United Kingdom, Stephen holds bachelor’s and master’s degrees in finance, is a CFA charterholder, and earned a Division I soccer scholarship in the U.S.
• Firm: Modern Wealth Management
• Title: Director of Investments
• Primary Location: Roswell, GA
Gery Sadzewicz is the Owner and Principal of Gery Sadzewicz Consulting Services LLC, and a veteran Chief Compliance Officer with more than 35 years of experience in wealth management and advisory services. Since 2021, he has served as CCO for multiple RIAs, including Landaas & Company, providing hands-on oversight of compliance, regulatory strategy, and operational infrastructure. Gery previously held senior roles at Ernst & Young and Giuliani Capital Advisors and is widely regarded as a trusted compliance partner for firms navigating increasingly complex regulatory environments. He holds a B.S. in Finance from DePaul University.
• Firm(s): Gery Sadzewicz Consulting Services, LLC; Landaas & Company; Multiple RIAs
• Title: Owner; Chief Compliance Officer
• Primary Location: Wausau, WI
Brian Kasal is the Founder and Chief Executive Officer of Fourstar Wealth Advisors LLC, an SEC-registered investment advisor based in Chicago. Since founding the firm in 2014, Brian has led its strategic growth and client advisory efforts, delivering customized wealth accumulation and investment strategies. With more than 35 years of experience, he previously held senior leadership roles at Morgan Stanley and William Blair & Company and earlier worked at Lehman Brothers and PaineWebber. Brian is deeply involved in community leadership, serving as a Trustee of the Boy Scouts of America National Foundation, and holds an MBA from the University of Chicago Booth School of Business, where he has also served as a guest lecturer.
• Firm: Fourstar Wealth Advisors LLC
• Title: Founder, Chief Executive Officer
• Primary Location: Chicago, IL
Kenneth Brodkowitz is the Managing Director and Chief Investment Officer at Gfp Private Wealth, Logix Investments LLC, and Bull Harbor Capital LLC. Based in Sarasota, Florida, with operations in Cleveland, Ohio, he oversees portfolio construction, investment strategy, and risk management across multiple platforms, bringing a deeply institutional perspective to wealth management. Kenneth previously built a distinguished career at Goldman Sachs, Galleon Group, and Balyasny Asset Management and co-founded Newland Capital Management, a $1.3B hedge fund. He is also an adjunct Professor of Finance at the University of Maryland.
• Firm(s): Gfp Private Wealth; Logix Investments LLC; Bull Harbor Capital LLC
• Title: Managing Director, Chief Investment Officer
• Primary Location: Sarasota, FL
Brian Heimowitz is the Founder of Concurrent Investment Advisors, LLC, which he launched in early 2025. He brings a focused background in alternative investments, portfolio construction, and investment selection, serving on the firm’s investment committee and playing a hands-on role in shaping strategy. Before Concurrent, Brian founded Birchwood Capital Management and spent seven years at Crystal Capital Partners, ultimately serving as Chief Investment Officer, where he led due diligence and sourced alternative investment opportunities. He holds a B.B.A. in Finance from the University of Miami and maintains strong interests in philanthropy and entrepreneurship.
• Firm: Concurrent Investment Advisors, LLC
• Title: Founder
• Primary Location: Miami, FL
These engagement patterns point to a clear shift in how the market evaluates opportunity. Attention is increasingly concentrated around scaled independent RIAs, disciplined portfolio construction, and firms using client experience as a competitive advantage. Advisors and firms that pair institutional-caliber investment strategies with personalized, relationship-driven service continue to generate outsized interest across FINTRX.
Disclaimer: This blog is for informational purposes only and does not constitute financial advice or a recommendation to invest in any securities or investment strategies.