With data on over 40,000 advisory firms and 750,000+ registered reps, FINTRX offers unmatched visibility into the private wealth ecosystem. Each day, thousands of financial professionals leverage FINTRX to identify top RIAs, broker-dealers, wirehouses, and family office prospects, track M&A and recruiting activity, and connect with key decision-makers to drive growth. In this blog, we spotlight the 10 most viewed firm profiles in Q2 2025, revealing where the industry’s attention is focused and which organizations are generating the most engagement.
- This data is based on the number of profile views (clicks into a FINTRX profile) during the second quarter of 2025
- Search activity and profile views from users of the FINTRX platform are anonymized and aggregated
- Platform activity and profile views conducted by the FINTRX team are removed from the aggregated data
➡️ Learn More About Our Data Process Here
LPL Financial LLC operates as a limited liability company and is recognized as an independent broker-dealer and qualified custodian. Established in 1975, the firm serves a diverse client base that includes individuals, families, and institutional investors. LPL Financial provides a range of services, including financial planning, portfolio management for both individuals and institutions, and pension consulting. The firm is also active in educational initiatives, offering seminars and workshops to enhance client knowledge. LPL Financial is committed to environmental, social, and governance (ESG) investing, reflecting a growing trend among investors who prioritize sustainable practices.
→ Assets Under Management: $618.9B
→ YoY % AUM Change: +33%
→ Total ETFs Held: 178
Established in 2008, Hightower Advisors, LLC operates as an independent registered investment advisor. This firm provides a range of advisory services, including financial planning, portfolio management for individuals and institutions, and pension consulting. Hightower Advisors caters to both individual and institutional clients, employing a fee structure that includes a percentage of assets under management (AUM), hourly charges, fixed fees, and commissions. The firm is recognized as a capital allocator, focusing on various investment strategies to meet client needs.
→ Assets Under Management: $164.8B
→ YoY % AUM Change: +26%
→ Total ETFs Held: 1,363
Osaic Wealth, Inc. operates as a corporation and is classified as an independent broker-dealer and investment bank. Established in 1997, the firm serves a diverse client base that includes individuals, families, and institutional clients. Osaic Wealth offers a range of services, including financial planning, portfolio management for both individuals and businesses, and pension consulting. The firm is also active in environmental, social, and governance (ESG) investing, reflecting a commitment to responsible investment practices.
→ Assets Under Management: $200.3B
→ YoY % AUM Change: +111%
Commonwealth Financial Network is an independent broker-dealer and registered investment advisor founded in 1992, serving both individual and institutional clients. The firm manages $209.74B in assets across 399,450 clients and 671,650 accounts, with its largest public holding in Apple Inc. Its diversified portfolio spans ETFs, stocks, closed-end funds, and alternative investments such as real estate, private placements, and commodities. With 2,710 offices nationwide, Commonwealth combines national reach with personalized, local service.
→ Assets Under Management: $209.7B
→ YoY % AUM Change: +18%
→ Total ETFs Held: 1,974
Mariner Wealth is an independent registered investment advisor that operates as a limited liability company. Founded in 2006, the firm caters to both individual and institutional clients, offering a range of services that include financial planning, portfolio management, and pension consulting. Mariner Wealth is also involved in various business activities, such as accounting and the publication of financial periodicals. The firm does not focus on environmental, social, and governance (ESG) investing and is not classified as a multi-state adviser.
→ Assets Under Management: $98.6B
→ YoY % AUM Change: +21%
→ Total ETFs Held: 1,012
Wealth Enhancement Advisory Services, LLC is an independent registered investment advisor established in 2001. The firm operates as a limited liability company and serves a diverse client base that includes individuals, families, and institutional clients. Wealth Enhancement Advisory Services offers a range of services, including financial planning, portfolio management for individuals and small businesses, and pension consulting. The firm is also involved in selecting other advisers and conducting educational seminars and workshops. Wealth Enhancement Advisory Services does not focus on ESG investments and is not classified as a multi-state adviser.
→ Assets Under Management: $94.6B
→ YoY AUM Change: +$15.6B
→ Total ETFs Held: 1,195
Creative Planning is an independent registered investment advisor that has been operating since 1983. The firm is structured as a limited liability company and serves a diverse client base, including individuals, families, and institutional clients. Creative Planning offers a range of advisory services, including financial planning, portfolio management for individuals and small businesses, and pension consulting. The firm is also recognized for its commitment to ESG investing, reflecting a growing trend among investors who prioritize sustainable practices.
→ Assets Under Management: $217.4B
→ YoY % AUM Change: +24%
→ Total ETFs Held: 896
Merrill Lynch, Pierce, Fenner & Smith Incorporated is a qualified custodian, investment bank, and wirehouse founded in 1978, operating as both a broker-dealer and registered investment advisor. The firm manages $1.51 trillion in assets across 1.7 million clients and 3 million accounts, with a diverse portfolio that includes stocks, ETFs, closed-end funds, and alternative investments such as private equity and real estate. Its largest public holding is the SPDR S&P 500 ETF Trust, reflecting a strong position in broad-market exposure.
→ Assets Under Management: $1.5T
→ YoY % AUM Change: +18%
→ Total ETFs Held: 1,869
Cresset Asset Management, LLC is an independent registered investment advisor established in 2017. The firm operates as a limited liability company and is recognized as a capital allocator, serving a diverse client base that includes individuals, families, and institutions. Cresset offers a range of services, including financial planning, portfolio management for various entities, and educational seminars. The firm is also an active investor in environmental, social, and governance (ESG) initiatives, reflecting its commitment to responsible investing.
→ Assets Under Management: $70.4B
→ YoY % AUM Change: +34%
→ Total ETFs Held: 480
Captrust is an independent registered investment advisor founded in 2003, serving individuals, families, and institutional investors. The firm manages $1.08 trillion in assets across 36,839 clients, with an average client size of $29.4 million. Its $39.86B in public holdings is led by the iShares Core S&P 500 ETF, alongside allocations to ETFs, stocks, and a broad range of alternatives, including private equity, hedge funds, and real estate. Captrust combines national reach with personalized, sustainable investment strategies, including a focus on ESG.
→ Assets Under Management: $1.1T
→ YoY % AUM Change: +27%
→ Total ETFs Held: 732
DFO Management, LLC (formerly MSD Capital) is a single-family office established in 1998 to manage the wealth of Michael Dell and his family. Headquartered in New York, NY, with additional offices in Santa Monica, CA, and West Palm Beach, FL, the firm invests across public and private markets, including equities, real estate, hedge funds, and private equity. Its private equity strategy focuses on direct investments in established companies, such as a significant stake in ValleyCrest, as well as select fund commitments, primarily in North America. DFO’s hedge fund portfolio centers on single-manager strategies with unique investment approaches, while its real estate activity spans both funds and direct deals.
→ Wealth Creator: Michael Dell
→ Family Net Worth: $97.7B
→ AUM Range: $5B+
→ Contacts in FINTRX: 12
Soros Fund Management is a New York City-based single-family office founded in 1996 to manage the wealth of George Soros and his family. The firm invests globally across public and private equity, hedge funds, real estate, venture capital, and other alternative assets, with interests spanning technology, financial services, energy, transportation, and more. Typical investments range from $10M to $150M, targeting earlier-stage companies, growth equity, distressed debt, and buyouts. Soros Fund Management often participates in multiple funding rounds, deploying capital through equity, debt, or convertible notes, and conducts all due diligence in-house.
→ Wealth Creator: George Soros
→ Family Net Worth: $7.2B
→ AUM Range: $5B+
→ Contacts in FINTRX: 11
Amzak Capital Management is a Boca Raton, FL-based single-family office, founded in 1979 to manage the wealth of the Kazma family, with origins in the telecommunications sector through the creation and sale of Amnet, Central America’s largest cable television company. The firm invests across private and public equity, debt, hedge funds, venture capital, real estate, and direct deals, with a focus on North and Latin America. Typical investments range from $3M to $20M for debt or minority stakes, with larger allocations for control transactions. Amzak has a strong presence in multifamily real estate and partners with emerging managers to generate long-term alpha through alternative strategies.
→ Wealth Creator: Kazma Family
→ AUM Range: $1B - $1.5B
→ Contacts in FINTRX: 15
Thomvest is a San Francisco-based single-family office, founded in 1996 by Peter J. Thomson, with an additional office in Toronto. The firm invests across venture capital, private equity, real assets, public equity, and credit, with a focus on sectors such as fintech, proptech, cybersecurity, AI, and cloud infrastructure. Stage-agnostic in its approach, Thomvest backs companies from seed to growth stages and has seen roughly 70% of its portfolio either go public, be acquired, or continue scaling. In addition to direct investments, the firm allocates to funds, co-investments, and emerging managers, emphasizing long-term value creation and strategic support for its portfolio companies.
→ Wealth Creator: Thomson Family
→ Family Net Worth: $67.8B
→ AUM Range: $400M - $1B
→ Contacts in FINTRX: 10
Rood Investments is a Vancouver, WA-based single-family office founded in 2007 to manage the wealth of the Rood family. Originally focused on senior housing, the firm has grown into a diversified real estate investor with direct and passive holdings nationwide across multifamily, industrial, hospitality, medical, retail, office, mixed-use, land, self-storage, and single-family rentals. Its portfolio includes assets such as FedEx Ground facilities, Embassy Suites hotels, DaVita Dialysis Centers, and Tractor Supply Company locations. Operating under a direct ownership model, Rood Investments emphasizes long-term, income-generating strategies that build lasting value.
→ Wealth Creator: Rood Family
→ Contacts in FINTRX: 3
Mousse Partners is a New York-based single-family office, founded in 1991 to manage the wealth of the Wertheimer family, owners of the House of Chanel. With additional offices in Beijing and Hong Kong, the firm invests globally across public and private equity, venture capital, credit, real assets, and direct deals. Its Beijing office focuses on Greater China and select Asian markets, while global investments span sectors such as consumer products, beauty, retail, food and beverage, and technology. Mousse Partners is known for its discretion, diversified strategy, and willingness to back emerging private equity and venture funds, including first-time raises.
→ Wealth Creator: Wertheimer Family
→ Family Net Worth: $36B
→ AUM Range: $5B+
→ Contacts in FINTRX: 14
Access Industries is a New York-based single-family office and industrial group founded in 1986 by Len Blavatnik, with additional offices in London. The firm invests globally across commodities, venture capital, real estate, public equities, and entertainment, with notable holdings in LyondellBasell, Clal Industries, and Calpine. Its venture arm, Access Technology Ventures, focuses on later-stage global tech investments, while Access Entertainment invests in film, media, and cultural assets, including co-financing major Warner Bros. productions. Real estate holdings span hotels, commercial, and residential properties in the U.S., Europe, and Latin America. Access Industries combines majority and minority investments with co-investments alongside other family offices and institutional partners.
→ Wealth Creator: Len Blavatnik
→ Family Net Worth: $29.9B
→ AUM Range: $5B+
→ Contacts in FINTRX: 8
Andell Holdings is a Los Angeles-based single-family office founded in 1998 to manage the capital of Andrew Hauptman and Ellen Bronfman Hauptman. The firm focuses on private equity investments, primarily in North America, targeting middle-market and mature companies. Investment sectors include branded consumer goods, luxury, hospitality, media, food and beverage, sports, and real estate. Andell funds growth capital, acquisitions, and mezzanine financings, with a flexible mandate that spans multiple industries and geographies.
→ Wealth Creator: Bronfman & Hauptman Family
→ Family Net Worth: $1B
→ AUM Range: $1B - $1.5B
→ Contacts in FINTRX: 4
Perot Family Office is a Plano, TX-based single-family office founded in 1962 to manage the wealth of the Perot family. Building on a legacy that began with Ross Perot’s founding of Electronic Data Systems and later Perot Systems, the firm invests across public and private equity, real estate, and special situations. Perot provides flexible capital solutions—including debt, equity, and bridge financing, with a focus on capital preservation and long-term value creation. The firm is an active private equity investor, often backing first-time funds and pursuing opportunities where capital is scarce.
→ Wealth Creator: Perot Family
→ Family Net Worth: $5.3B
→ AUM Range: $2B - $5B
→ Contacts in FINTRX: 10
The Scharf Group (TSG) is a Brooklyn-based single-family office founded in 1947 and now operated by its fourth generation. Managing approximately $4B in assets, the firm specializes in real estate ownership, development, and operations, with holdings spanning multifamily, commercial, industrial, healthcare, and senior living properties. TSG focuses on long-term value creation through direct ownership, targeting high-growth U.S. markets, particularly the Southeast. Leveraging deep market knowledge and multi-generational relationships, TSG selectively partners with external managers for strategic, project-specific opportunities.
→ Wealth Creator: Scharf Family
→ AUM Range: $2B - $5B
→ Contacts in FINTRX: 5
Farther is a San Francisco-based multi-family office and registered investment advisor founded in 2019, with branch operations nationwide. Serving high-net-worth individuals, family offices, business owners, and foundations, the firm delivers integrated wealth management through a digital family office model that blends personalized advice with proprietary technology. Farther constructs customized portfolios across public and private markets, allocating to equities, fixed income, and alternatives such as private equity, hedge funds, venture capital, and infrastructure. Approximately 75% of investments are in pooled vehicles, with the remainder in direct deals, co-investments, and illiquid opportunities. The firm also offers advanced estate, tax, and retirement planning, positioning itself as one of the fastest-growing wealth tech platforms in the U.S.
→ Total AUM: $7.52B
→ Contacts in FINTRX: 18
Established in 2017, Cresset Wealth Advisors is a Chicago-based multi-family office serving high-net-worth clients with a full suite of family office and investment management services. The firm invests across public and private markets, with a strong focus on alternatives, including private equity, real estate, and hedge funds through both direct and fund structures. Cresset emphasizes customized portfolio construction, internal due diligence, and long-term capital preservation. Operating to a fiduciary standard, the firm values transparency, alignment, and community impact, leveraging proprietary technology and global manager access to deliver tailored, risk-aware investment strategies.
→ Total AUM: $70.4B
→ Contacts in FINTRX: 80
Established in 2011, ICONIQ Capital is a San Francisco-based multi-family office and registered investment advisor with additional offices in London, Palo Alto, Singapore, and New York. Known for its close ties to Mark Zuckerberg and other tech leaders, the firm serves high-profile entrepreneurs, executives, and investors with tailored wealth management services. ICONIQ invests across public and private markets, with a focus on private equity, venture capital, real estate, and direct investments, particularly in technology-driven companies. Through its ICONIQ Private Funds and strategic partnerships, the firm supports early to late-stage ventures, digital infrastructure, and secondaries, while championing diversity and inclusion in its portfolio.
→ Total AUM: $95.1B
→ Contacts in FINTRX: 30
Rockefeller Capital Management is a New York-based multi-family office with origins dating back to 1882, initially formed to manage the Rockefeller family's wealth. Now serving high-net-worth individuals, multigenerational families, and institutions, the firm offers a wide range of services, including investment advisory, estate and tax planning, legacy planning, and philanthropic strategy. Managing $145 billion in assets, Rockefeller allocates across public and private markets (with 40% in alternatives), focusing on sectors such as technology, energy, healthcare, and natural resources. The firm combines direct and pooled investments, integrates ESG principles, and targets sustainable, long-term returns with a 10% IRR benchmark.
→ Wealth Creator: Rockefeller Family
→ Total AUM: $32.6B
→ Contacts in FINTRX: 94
Established in 2009, Cerity Partners is a New York-based multi-family office and registered investment advisor with offices across the U.S., including Los Angeles, Chicago, and Cleveland. The firm provides a full suite of family office services, ranging from asset and tax planning to portfolio construction and manager selection, serving high-net-worth individuals, families, foundations, and institutions. Cerity Partners invests globally across public and private markets, including private equity, real estate, hedge funds, and more, using a sector-agnostic, diversified approach. Through several strategic acquisitions, the firm has expanded its capabilities and geographic reach while maintaining a personalized, risk-aware wealth management strategy tailored to each client’s unique needs.
→ Total AUM: $123B
→ Contacts in FINTRX: 80
Cypress Point Wealth Management is a Dallas-based multi-family office and registered investment advisor, founded in 2007, with an additional office in Austin, TX. The firm serves high-net-worth families and individuals with a full suite of services, including estate planning coordination, philanthropic advising, generational wealth transfer, and tax management. Its investment strategy emphasizes diversification, tax efficiency, and long-term growth, with allocations across public equities, fixed income, alternatives, private equity, venture capital, and real estate. Acting as an independent fiduciary, Cypress Point blends in-house research with external manager expertise to deliver tailored, objective strategies aligned with client goals.
→ Total AUM: $1.07B
→ Contacts in FINTRX: 5
Pathstone is a Boston-based multi-family office founded in 1991, with additional offices nationwide. Formed through the 2015 merger of Federal Street Advisors and Pathstone Advisors, and later joined by Convergent Wealth and Dyson Capital Partners, the firm serves high-net-worth families with comprehensive family office services, including investment management, governance, philanthropy, and tax planning. Pathstone manages diversified portfolios across public and private markets, with 35% allocated to alternatives such as private equity, venture capital, real estate, and private credit. Known for its impact investing expertise, the firm targets sustainable opportunities in sectors like healthcare, technology, energy, and fintech while offering co-investments and GP stakes strategies.
→ Total AUM: $100B
→ Contacts in FINTRX: 109
Established in 2024 through the merger of The Colony Group and Buckingham Wealth Partners, Focus Partners Wealth is a Boston-based multi-family office and registered investment advisor managing over $115 billion in assets. Operating under Focus Financial Partners, the firm delivers holistic wealth management services to ultra-high-net-worth individuals, families, businesses, and institutions. Focus Partners Wealth offers portfolio management, estate planning, tax optimization, and customized family office solutions, including cash flow management and financial administration. With a research-driven, fiduciary approach, the firm invests across public and private markets—emphasizing long-term planning, intergenerational wealth preservation, and strategic financial sustainability.
→ Total AUM: $95.9B
→ Contacts in FINTRX: 70
Annex Wealth Management is a Brookfield, WI-based multi-family office and RIA founded in 2001, serving high-net-worth individuals, families, foundations, and retirement plans nationwide. Through affiliated entities in advisory, insurance, and tax services, Annex offers comprehensive wealth management, estate planning, and investment strategies tailored to each client. Its core-and-tactical allocation approach emphasizes income generation, with significant exposure to real estate, private equity, and private placements, alongside credit, fixed income, and equity strategies. Annex combines in-house research with selective third-party managers, actively investing in alternatives, co-investments, and emerging funds to meet long-term client goals.
→ Total AUM: $6.95B
→ Contacts in FINTRX: 13
Brown Advisory is a Baltimore-based multi-family office and RIA founded in 1993, becoming independently owned in 1998. Serving high-net-worth individuals, families, family offices, institutions, and endowments globally, the firm offers wealth and investment management, estate planning, philanthropic guidance, and OCIO solutions. Brown Advisory invests across public and private markets, including private equity, venture capital, private credit, hedge funds, and real estate, with a strong focus on sustainable and ESG-integrated strategies.
→ Total AUM: $122B
→ Contacts in FINTRX: 53
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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.