Most Viewed Independent RIA & Rep Profiles on FINTRX – Q1 2026 Insights

1. Hightower Advisors, LLC

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2. Beacon Pointe Advisors, LLC

Founded in 2002, Beacon Pointe Advisors is an independent RIA serving high-net-worth individuals, families, and institutional clients across the United States. Managing over $54.8 billion in total assets, including $50.5 billion in discretionary AUM, the firm delivers portfolio management, financial planning, and institutional consulting through a multi-manager framework. Beacon Pointe operates as a disciplined capital allocator, emphasizing ETF-driven public market exposure while incorporating a robust allocation to private markets and alternative strategies, including private equity, venture capital, and real estate. With a strong commitment to ESG integration and a growing platform of private funds and pooled vehicles, the firm combines institutional investment rigor with scalable portfolio implementation across its national footprint.

• Total AUM: $54.9B
• YoY AUM Growth: +37%
• Total AUM in ETFs: $8.98B

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3. Wealth Enhancement Advisory Services, LLC

Founded in 2001, Wealth Enhancement Advisory Services is a large-scale independent RIA serving individuals, families, and institutional clients nationwide. Managing over $122 billion in total assets, including $94.3 billion in discretionary AUM, the firm delivers a comprehensive suite of services spanning financial planning, portfolio management, pension consulting, and advisor selection. Wealth Enhancement operates as a diversified capital allocator, with a strong emphasis on ETFs and mutual funds as core portfolio-building blocks, complemented by selective allocations to alternative strategies, including hedge funds, private placements, and real estate. Its investment approach integrates ESG considerations into manager selection and portfolio construction, while maintaining a focus on scalable, tax-efficient implementation. Supported by a broad national footprint and centralized operational model, the firm continues to expand its reach across the independent wealth landscape.

• Total AUM: $122.2B
• YoY AUM Growth: +29%
• Total AUM in ETFs: $27.4B

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4. NewEdge Advisors

Founded in 2016, NewEdge Advisors is a rapidly scaling independent RIA serving high-net-worth individuals, families, and institutional clients across the U.S. Managing over $43 billion in assets, including $41.8 billion in discretionary AUM, the firm delivers a combination of portfolio management, financial planning, and institutional consulting services through a flexible, multi-channel model. NewEdge’s investment approach blends active equity selection with broad use of ETFs and pooled vehicles, creating a hybrid allocation framework that balances customization with scalability. With meaningful exposure to both public markets and alternative strategies—including private equity, venture capital, and real estate—the firm positions itself as a diversified capital allocator. Its expansive national footprint and affiliations across broker-dealer and custodial platforms further support its ability to deliver tailored solutions at scale.

• Total AUM: $43.2B
• YoY AUM Growth: +57%
• Total AUM in ETFs: $13.31B

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5. Mariner

• Total AUM: $125.4B
• YoY AUM Growth: +27%
• Total AUM in ETFs: $37.3B

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6. Sanctuary Advisors, LLC

• Total AUM: $34.9B
• YoY AUM Growth: +25%
• Total AUM in ETFs: $9.4B

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7. Concurrent Investment Advisors, LLC

Founded in 2017, Concurrent Investment Advisors is an independent RIA serving individuals, families, and institutional clients across the United States. Managing approximately $15.7 billion in total assets, including $12.8 billion in discretionary AUM, the firm provides portfolio management, financial planning, and pension consulting through a flexible, client-centric model. Concurrent operates as a capital allocator, emphasizing diversified public market exposure through mutual funds and ETFs, while incorporating third-party alternative managers and annuity solutions to enhance portfolio construction. With a multi-custodian platform and a growing national footprint, the firm combines scalable investment implementation with access to specialized strategies and external manager expertise.

• Total AUM: $15.7B
• YoY AUM Growth: +58%
• Total AUM in ETFs: $4.5B

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8. EP Wealth Advisors 

Founded in 1986, EP Wealth Advisors is an independent RIA serving high-net-worth individuals, families, and institutional clients across the United States. Managing approximately $45.2 billion in total assets, including $44.5 billion in discretionary AUM, the firm delivers comprehensive financial planning, portfolio management, and sub-adviser selection through a client-centric model. EP Wealth operates with a core-and-satellite investment approach, emphasizing diversified exposure through mutual funds and ETFs, complemented by selective allocations to individual equities and alternative strategies such as hedge funds. With a strong reliance on scalable, fund-based portfolio construction and a concentrated custodial network, the firm continues to expand its national footprint while maintaining a focus on efficient, diversified investment implementation.

• Total AUM: $45.2B
• YoY AUM Growth: +26%
• Total AUM in ETFs: $12.5B

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9. Cerity Partners LLC

• Total AUM: $161.7B
• YoY AUM Growth: +31%
• Total AUM in ETFs: $30.1B

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10. Creative Planning

• Total AUM: $295.6B
• YoY AUM Growth: +35%
• Total AUM in ETFs: $106.5B

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Most Viewed RIA & Broker-Dealer Rep Profiles 

Below, we spotlight the most viewed RIA and broker-dealer representatives in FINTRX for Q1 2026,  a mix of seasoned executives and emerging leaders whose profiles drew the highest engagement across the platform.

1. John Hoogenboom

2. Alexander Goss

Alexander Goss is CEO of NewEdge Advisors, a New Orleans–based RIA he helped build from his co-founded firm, Goss Advisors, which grew to approximately $8 billion in assets before being acquired and rebranded. With over 15 years in wealth management, he specializes in advisor platform development, business growth, and client-centric advisory services. Goss previously held roles at LPL Financial and Wells Fargo Advisors, gaining experience across advisory services and wealth management platforms. He holds a Business Administration degree from Louisiana State University and has an entrepreneurial background, including co-founding AdverCar.com.

• Firm: NewEdge Advisors
• Title: CEO
• Primary Location: New Orleans, LA

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3. Austin Graff

Austin Graff is Founder and Chief Investment Officer of Opal Capital, where he provides OCIO, asset management, and consulting services to high-net-worth clients and financial advisors. He also serves as OCIO for 49 Financial as well as Portfolio Manager for the TrueShares Low Volatility Equity Income Fund (DIVZ), a publicly traded dividend-focused ETF. Based in Boca Raton, he specializes in customized, income-oriented investment strategies. Prior to founding Opal Capital, Graff was Co-Chief Investment Officer at Titleist Asset Management and held senior portfolio management roles at PIMCO, following earlier experience in investment banking at Goldman Sachs. He earned his MBA from Purdue University and has been featured in publications including Barron’s and CNN Business.

• Firms: Opal Capital, 49 Financial
• Title: Founder & CIO
• Primary Location: Austin, TX

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4. Andrew Stout

Andrew Stout is Chief Investment Officer at Allworth Financial, where he oversees investment strategy, portfolio construction, and external manager selection. With over 15 years of experience, he brings deep expertise in asset allocation and building tailored investment solutions for high-net-worth clients. Stout previously served as Managing Director of Investments at Simply Money Advisors and spent more than seven years as a Senior Investment Officer at MCF Advisors. He holds both a BBA and an MBA from the University of Cincinnati, where he also serves as an adjunct professor.

• Firm: Allworth Financial
• Title: Chief Investment Officer
• Primary Location: Blue Ash, OH

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5. Chris Osmond

Christopher (Chris) Osmond is Chief Investment Officer at Fifth Third Wealth Advisors, where he leads investment strategy and portfolio management for high-net-worth and ultra-high-net-worth clients. With deep expertise in asset allocation, alternative investments, and private equity, he focuses on delivering goal-based, client-centric investment solutions. Osmond previously served as CIO at Centura Wealth Advisory and Prime Capital Investment Advisors and held senior investment roles at BMO Harris Private Banking, U.S. Bank, and Northern Trust. He holds a Bachelor of Science in Finance from the University of Arizona and is actively involved in charitable initiatives, including the Nelson-Atkins Museum of Art and Habitat for Humanity.

• Firm: Fifth Third Wealth Advisors
• Title: Chief Investment Officer
• Primary Location: Charlotte, NC

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6. Aaron Hodari

Aaron Hodari is a Managing Director at Schechter Wealth—a wealth advisory team affiliated with Arax Advisory Partners and Kingswood Capital Partners. Based in Birmingham, Michigan, he oversees approximately $1.2 billion in client assets as a producing advisor, combining executive leadership with hands-on portfolio management and client advisory. With a background spanning firms including BlackRock, Kestra, and NFP Securities, Hodari brings deep expertise in institutional-quality investment management, alternative and private markets, and tax-aware wealth strategies. He primarily serves high- and ultra-high-net-worth clients, business owners, and complex family structures. A graduate of the University of Michigan, Hodari was named to Forbes’ Top Next-Gen Wealth Advisors Best-In-State list for 2025.

• Firms: Schechter Wealth, Arax Advisory Partners
• Title: Managing Director
• Primary Location: Birmingham, MI

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7. Jack Bloom

Jack Bloom is a Financial Advisor with Cambridge Investment Research, where he has worked since 2016. With over 35 years of experience, he provides comprehensive financial and retirement planning services to individuals and small businesses, with a focus on socially responsible and alternative investments. Bloom spent 15 years at Protected Investors of America and held roles at several financial firms, building deep expertise in financial planning, risk management, and portfolio strategy. He holds a BA in Economics and an MBA from the University of Wisconsin–Madison and is based in San Francisco.

• Firm: Cambridge Investment Research
• Title: Financial Advisor
• Primary Location: Oakland, CA

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8. Brian Kasal

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9. Matthew Medeiros

10. Christopher Coolidge

Christopher Coolidge is Chief Investment Officer at Brookwood Investment Group, where he leads investment strategy, portfolio construction, and risk management across client portfolios. With over 25 years of experience, he specializes in fixed income investing, partner relationships, and delivering market insights to clients and leadership. Coolidge previously held roles at firms including BlackRock and Brandywine Global Investment Management, and was a founding partner and CIO of Ocean Square Asset Management. He also worked with Clearview Portfolio Consulting and Bluestone Capital Management. He holds a B.S. in Finance from Drexel University and has been recognized as an 8-time PSN Top Gun Award winner and a 2025 Philadelphia Titan 100 honoree.

• Firm: Brookwood Investment Group
• Title: Chief Investment Officer
• Primary Location: Phoenixville, PA

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What This Activity Signals 

What stands out is how concentrated the attention is. A relatively small group of independent RIAs and advisors drives a large share of FINTRX search activity, with the same firms and individuals consistently resurfacing throughout the quarter.

At the firm level, visibility is clustered around large, fast-scaling RIAs with diversified platforms and national reach. At the advisor level, engagement is more selective, centered on specific producers, executives, and team leaders rather than broadly distributed across firms. Together, this reflects a market where attention is focused, not evenly spread.

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Disclaimer: This blog post is for informational purposes only and does not constitute financial advice or a recommendation to invest in any securities or investment strategies.