Skip to content

Fastest Growing
Women-Owned RIAs

Featured Articles

Igniting Growth, Accelerating Change

While women advisors represent less than one-quarter of the financial advice population, some of the fastest growing firms in the wealth management industry are women-owned RIAs. These rankings recognize the specific women-owned RIAs firms that have experienced the largest increases in assets and clients since 2017. The firms included in these rankings are women-owned RIAs with a concentration in financial planning and an emphasis on advising high-net-worth clientele. These firms are driving some of the most significant growth in the industry through a mix of M&A and organic growth strategies – and are ultimately re-inventing the delivery of financial advice and the composition of the advice industry.
Refine List by State
Refine List by Assets Under Management Size
Ranking
Firm
Location
3 Year Growth Rate
Assets Under Management (MM)

#

Twin Lakes Capital
Redwood City, 
CA
3 Year Grow Rate:
437%
AUM (MM):
$134

#

Elser Financial Planning, Inc.
Indianapolis, 
IN
3 Year Grow Rate:
130%
AUM (MM):
$432

#

Chequers Financial Management LLC
San Francisco, 
CA
3 Year Grow Rate:
129%
AUM (MM):
$352

#

Addington Financial Group
Winnsboro, 
TX
3 Year Grow Rate:
119%
AUM (MM):
$224

#

NorthStar Asset Management Inc
Boston, 
MA
3 Year Grow Rate:
112%
AUM (MM):
$626

#

Tred Avon Family Wealth, LLC
Easton, 
MD
3 Year Grow Rate:
99%
AUM (MM):
$335

#

Allium Financial Advisors, LLC
Lake Oswego, 
OR
3 Year Grow Rate:
95%
AUM (MM):
$270

#

Keener Financial Planning
Keller, 
TX
3 Year Grow Rate:
84%
AUM (MM):
$149

#

Echo Wealth Management, LLC
Minneapolis, 
MN
3 Year Grow Rate:
83%
AUM (MM):
$109

#

Blue Spark Capital Advisors
New York, 
NY
3 Year Grow Rate:
80%
AUM (MM):
$140

#

Francis Financial
New York, 
NY
3 Year Grow Rate:
78%
AUM (MM):
$307

#

Powerhouse Assets LLC
Lincoln, 
MA
3 Year Grow Rate:
76%
AUM (MM):
$106

#

Omega Wealth Management LLC
Arlington, 
VA
3 Year Grow Rate:
71%
AUM (MM):
$141

#

Baron Wealth Management, LLC
Troy, 
MI
3 Year Grow Rate:
71%
AUM (MM):
$397

#

Haven Capital Group
Camarillo, 
CA
3 Year Grow Rate:
70%
AUM (MM):
$102

#

Riverstone Advisors, LLC
New Braunfels, 
TX
3 Year Grow Rate:
70%
AUM (MM):
$211

#

Pettee Investors Inc
Norwalk, 
CT
3 Year Grow Rate:
66%
AUM (MM):
$194

#

Cambridge Financial Group, LLC
Tucson, 
AZ
3 Year Grow Rate:
62%
AUM (MM):
$301

#

Bersot Capital Management, LLC
Belvedere Tiburon, 
CA
3 Year Grow Rate:
61%
AUM (MM):
$145

#

Cornerstone Financial Planning, LLC
Portsmouth, 
NH
3 Year Grow Rate:
59%
AUM (MM):
$206

#

JLB & Associates Inc
Plymouth, 
MI
3 Year Grow Rate:
56%
AUM (MM):
$631

#

Moirai Wealth Management LLC
San Francisco, 
CA
3 Year Grow Rate:
56%
AUM (MM):
$133

#

WealthValues, LLC
Menlo Park, 
CA
3 Year Grow Rate:
53%
AUM (MM):
$358

#

Investor's Capital Management, LLC
Menlo Park, 
CA
3 Year Grow Rate:
52%
AUM (MM):
$166

#

SageVest Wealth Management
McLean, 
VA
3 Year Grow Rate:
52%
AUM (MM):
$230

#

Artemis Financial Advisors
Boston, 
MA
3 Year Grow Rate:
52%
AUM (MM):
$160

#

Financial Connections Group, Inc.
Corte Madera, 
CA
3 Year Grow Rate:
48%
AUM (MM):
$328

#

Life Planning Partners, Inc.
Jacksonville, 
FL
3 Year Grow Rate:
48%
AUM (MM):
$217

#

Asset Planning, Inc
Cypress, 
CA
3 Year Grow Rate:
48%
AUM (MM):
$325

#

Inspired Financial
Huntington Beach, 
CA
3 Year Grow Rate:
47%
AUM (MM):
$196

#

Caissa Wealth Strategies
Minneapolis, 
MN
3 Year Grow Rate:
47%
AUM (MM):
$141

#

Shira Ridge Wealth Management
Larkspur, 
CA
3 Year Grow Rate:
46%
AUM (MM):
$165

#

Flourish Wealth Management Inc.
Minneapolis, 
MN
3 Year Grow Rate:
46%
AUM (MM):
$141

#

Abacus Planning Group, Inc.
Columbia, 
SC
3 Year Grow Rate:
46%
AUM (MM):
$1,287

#

Jackson, Grant Investment Advisers, Inc.
Stamford, 
CT
3 Year Grow Rate:
45%
AUM (MM):
$363

#

Kaplan Financial Advisors LLC
Berkeley Heights, 
NJ
3 Year Grow Rate:
42%
AUM (MM):
$117

#

Weatherly Asset Management
Del Mar, 
CA
3 Year Grow Rate:
39%
AUM (MM):
$884

#

Tarbox Family Office, Inc.
Newport Beach, 
CA
3 Year Grow Rate:
39%
AUM (MM):
$723

#

The Humphreys Group
San Francisco, 
CA
3 Year Grow Rate:
39%
AUM (MM):
$224

#

Asset Management Advisors Inc
Houston, 
TX
3 Year Grow Rate:
39%
AUM (MM):
$432

#

Wright Associates
Pittsburgh, 
PA
3 Year Grow Rate:
38%
AUM (MM):
$200

#

Laurel Wealth Planning
Minneapolis, 
MN
3 Year Grow Rate:
38%
AUM (MM):
$208

#

Matrix Planning Inc
Santa Monica, 
CA
3 Year Grow Rate:
37%
AUM (MM):
$127

#

Signet Investment Advisory Group, Inc.
Providence, 
RI
3 Year Grow Rate:
37%
AUM (MM):
$240

#

Paladin Advisors, LLC
Exeter, 
NH
3 Year Grow Rate:
36%
AUM (MM):
$292

#

High Pointe Capital Management, LLC
Chicago, 
IL
3 Year Grow Rate:
36%
AUM (MM):
$144

#

Tollefson and Company Investment Management LLC
Austin, 
TX
3 Year Grow Rate:
36%
AUM (MM):
$111

#

Empyrion Wealth Management, Inc.
Roseville, 
CA
3 Year Grow Rate:
35%
AUM (MM):
$204

#

Montcalm TCR LLC
San Francisco, 
CA
3 Year Grow Rate:
34%
AUM (MM):
$188

#

Independent Investors Inc
Nesconset, 
NY
3 Year Grow Rate:
33%
AUM (MM):
$325

#

RS Crum Inc.
Newport Beach, 
CA
3 Year Grow Rate:
32%
AUM (MM):
$508

#

M.Kraus & Company
Shelburne, 
VT
3 Year Grow Rate:
32%
AUM (MM):
$347

#

Camelotta Advisors
San Francisco, 
CA
3 Year Grow Rate:
32%
AUM (MM):
$134

#

Millennium Investment Services
Van Nuys, 
CA
3 Year Grow Rate:
32%
AUM (MM):
$119

#

The Moorings Group, LLC
Atlanta, 
GA
3 Year Grow Rate:
31%
AUM (MM):
$542

#

Spectrum Financial Management
San Rafael, 
CA
3 Year Grow Rate:
31%
AUM (MM):
$167

#

MG Financial LLC
Braintree, 
MA
3 Year Grow Rate:
30%
AUM (MM):
$1,184

#

South Bay Financial Partners
Torrance, 
CA
3 Year Grow Rate:
30%
AUM (MM):
$157

#

Bennicas & Associates, Inc.
Portola Valley, 
CA
3 Year Grow Rate:
29%
AUM (MM):
$212

#

Gates Pass Advisors, LLC
Los Altos, 
CA
3 Year Grow Rate:
28%
AUM (MM):
$106

#

Rosenblum Silverman Sutton Sf Inc
San Francisco, 
CA
3 Year Grow Rate:
27%
AUM (MM):
$361

#

Gilman Hill Asset Management, LLC
New Canaan, 
CT
3 Year Grow Rate:
27%
AUM (MM):
$389

#

Beekman Wealth Advisory, LLC
New York, 
NY
3 Year Grow Rate:
27%
AUM (MM):
$452

#

Woodside Wealth Management
Framingham, 
MA
3 Year Grow Rate:
26%
AUM (MM):
$144

#

Walden Wealth Partners LLC
Solon, 
OH
3 Year Grow Rate:
26%
AUM (MM):
$197

#

Spraker Wealth Management Inc
Maitland, 
FL
3 Year Grow Rate:
25%
AUM (MM):
$172

#

JLFranklin Wealth Planning
San Rafael, 
CA
3 Year Grow Rate:
24%
AUM (MM):
$142

#

&Wealth Partners
Baltimore, 
MD
3 Year Grow Rate:
24%
AUM (MM):
$251

#

Elm Advisors, LLC
Burlingame, 
CA
3 Year Grow Rate:
23%
AUM (MM):
$340

#

Conifer Investments Ltd
West Hartford, 
CT
3 Year Grow Rate:
22%
AUM (MM):
$299

#

PDR Advisors, LLC
Charlotte, 
NC
3 Year Grow Rate:
21%
AUM (MM):
$886

#

Warner Financial, Inc
Bethesda, 
MD
3 Year Grow Rate:
21%
AUM (MM):
$452

#

Bluestone Wealth Management LLC
Keene, 
NH
3 Year Grow Rate:
20%
AUM (MM):
$197

#

Demers Financial Planning
Columbus, 
OH
3 Year Grow Rate:
19%
AUM (MM):
$135

#

Houlihan Financial Resource Group, Ltd.
Ashburn, 
VA
3 Year Grow Rate:
19%
AUM (MM):
$270

#

Altamont Wealth Management, Inc.
Livermore, 
CA
3 Year Grow Rate:
18%
AUM (MM):
$159

#

Ramsey & Associates Inc
Seattle, 
WA
3 Year Grow Rate:
17%
AUM (MM):
$225

#

Ember L. Flack, JD, CFP, CLU, ChFC
Dallas, 
TX
3 Year Grow Rate:
15%
AUM (MM):
$190

#

Caim LLC
Greenwich, 
CT
3 Year Grow Rate:
13%
AUM (MM):
$128

#

Stolper & Co., Inc.
San Diego, 
CA
3 Year Grow Rate:
13%
AUM (MM):
$615

#

Tripp Financial Consultants, Inc.
Dickerson, 
MD
3 Year Grow Rate:
12%
AUM (MM):
$109

#

Asset Planning & Management, Inc.
Spokane, 
WA
3 Year Grow Rate:
12%
AUM (MM):
$117

#

The Lubitz Financial Group
Miami, 
FL
3 Year Grow Rate:
10%
AUM (MM):
$215

#

Cascade Investment Advisors, Inc.
Oregon City, 
OR
3 Year Grow Rate:
10%
AUM (MM):
$244

#

White Oaks Wealth Advisors, Inc.
Minneapolis, 
MN
3 Year Grow Rate:
9%
AUM (MM):
$453

#

Keystone Asset Management, Inc.
McLean, 
VA
3 Year Grow Rate:
9%
AUM (MM):
$214

#

Garnet Group LLC
Bethesda, 
MD
3 Year Grow Rate:
6%
AUM (MM):
$115

#

Envision Capital Management Inc
Palos Verdes Peninsula, 
CA
3 Year Grow Rate:
5%
AUM (MM):
$416

#

17 Capital Partners, LLC
Phoenix, 
AZ
3 Year Grow Rate:
4%
AUM (MM):
$101

#

Paratus Financial, Inc.
Dallas, 
TX
3 Year Grow Rate:
3%
AUM (MM):
$1,525

#

Eugenias Advisory Group, LLC
Gadsden, 
AL
3 Year Grow Rate:
3%
AUM (MM):
$132

#

Cypress Capital Partners, LLC
Chicago, 
IL
3 Year Grow Rate:
1%
AUM (MM):
$344
data-disc-wht3

RIA Edge Inquiry

To learn more about accessing RIA Edge rankings, research, events and connecting with our RIA Edge community, please provide your contact information below.