Fastest Growing
Women-Owned RIAs

White Paper: The Impact of Behavioral Finance on the Psychology of Investing

RIA Edge: Driving the Next Generation of Growth for the RIA Community

November 23rd, 2021

RIA Edge Podcast: Growth by Design with Journey’s Penny Phillips

November 12th, 2021

RIA Edge Podcast: The Evolution of Independence with Snowden Lane’s Rob Mooney

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.

Ranking

Firm

Location

3 Year Growth Rate

Assets Under Management (MM)

#

Twin Lakes Capital

Redwood City,

3 Year Grow Rate:

437%

AUM (MM):

$134

#

Elser Financial Planning, Inc.

Indianapolis,

3 Year Grow Rate:

130%

AUM (MM):

$432

#

Chequers Financial Management LLC

San Francisco,

3 Year Grow Rate:

129%

AUM (MM):

$352

#

Addington Financial Group

Winnsboro,

3 Year Grow Rate:

119%

AUM (MM):

$224

#

NorthStar Asset Management Inc

Boston,

3 Year Grow Rate:

112%

AUM (MM):

$626

#

Tred Avon Family Wealth, LLC

Easton,

3 Year Grow Rate:

99%

AUM (MM):

$335

#

Allium Financial Advisors, LLC

Lake Oswego,

3 Year Grow Rate:

95%

AUM (MM):

$270

#

Keener Financial Planning

Keller,

3 Year Grow Rate:

84%

AUM (MM):

$149

#

Echo Wealth Management, LLC

Minneapolis,

3 Year Grow Rate:

83%

AUM (MM):

$109

#

Blue Spark Capital Advisors

New York,

3 Year Grow Rate:

80%

AUM (MM):

$140

#

Francis Financial

New York,

3 Year Grow Rate:

78%

AUM (MM):

$307

#

Powerhouse Assets LLC

Lincoln,

3 Year Grow Rate:

76%

AUM (MM):

$106

#

Omega Wealth Management LLC

Arlington,

3 Year Grow Rate:

71%

AUM (MM):

$141

#

Baron Wealth Management, LLC

Troy,

3 Year Grow Rate:

71%

AUM (MM):

$397

#

Haven Capital Group

Camarillo,

3 Year Grow Rate:

70%

AUM (MM):

$102

#

Riverstone Advisors, LLC

New Braunfels,

3 Year Grow Rate:

70%

AUM (MM):

$211

#

Pettee Investors Inc

Norwalk,

3 Year Grow Rate:

66%

AUM (MM):

$194

#

Cambridge Financial Group, LLC

Tucson,

3 Year Grow Rate:

62%

AUM (MM):

$301

#

Bersot Capital Management, LLC

Belvedere Tiburon,

3 Year Grow Rate:

61%

AUM (MM):

$145

#

Cornerstone Financial Planning, LLC

Portsmouth,

3 Year Grow Rate:

59%

AUM (MM):

$206

#

JLB & Associates Inc

Plymouth,

3 Year Grow Rate:

56%

AUM (MM):

$631

#

Moirai Wealth Management LLC

San Francisco,

3 Year Grow Rate:

56%

AUM (MM):

$133

#

WealthValues, LLC

Menlo Park,

3 Year Grow Rate:

53%

AUM (MM):

$358

#

Investor's Capital Management, LLC

Menlo Park,

3 Year Grow Rate:

52%

AUM (MM):

$166

#

SageVest Wealth Management

McLean,

3 Year Grow Rate:

52%

AUM (MM):

$230

#

Artemis Financial Advisors

Boston,

3 Year Grow Rate:

52%

AUM (MM):

$160

#

Financial Connections Group, Inc.

Corte Madera,

3 Year Grow Rate:

48%

AUM (MM):

$328

#

Life Planning Partners, Inc.

Jacksonville,

3 Year Grow Rate:

48%

AUM (MM):

$217

#

Asset Planning, Inc

Cypress,

3 Year Grow Rate:

48%

AUM (MM):

$325

#

Inspired Financial

Huntington Beach,

3 Year Grow Rate:

47%

AUM (MM):

$196

#

Caissa Wealth Strategies

Minneapolis,

3 Year Grow Rate:

47%

AUM (MM):

$141

#

Shira Ridge Wealth Management

Larkspur,

3 Year Grow Rate:

46%

AUM (MM):

$165

#

Flourish Wealth Management Inc.

Minneapolis,

3 Year Grow Rate:

46%

AUM (MM):

$141

#

Abacus Planning Group, Inc.

Columbia,

3 Year Grow Rate:

46%

AUM (MM):

$1,287

#

Jackson, Grant Investment Advisers, Inc.

Stamford,

3 Year Grow Rate:

45%

AUM (MM):

$363

#

Kaplan Financial Advisors LLC

Berkeley Heights,

3 Year Grow Rate:

42%

AUM (MM):

$117

#

Weatherly Asset Management

Del Mar,

3 Year Grow Rate:

39%

AUM (MM):

$884

#

Tarbox Family Office, Inc.

Newport Beach,

3 Year Grow Rate:

39%

AUM (MM):

$723

#

The Humphreys Group

San Francisco,

3 Year Grow Rate:

39%

AUM (MM):

$224

#

Asset Management Advisors Inc

Houston,

3 Year Grow Rate:

39%

AUM (MM):

$432

#

Wright Associates

Pittsburgh,

3 Year Grow Rate:

38%

AUM (MM):

$200

#

Laurel Wealth Planning

Minneapolis,

3 Year Grow Rate:

38%

AUM (MM):

$208

#

Matrix Planning Inc

Santa Monica,

3 Year Grow Rate:

37%

AUM (MM):

$127

#

Signet Investment Advisory Group, Inc.

Providence,

3 Year Grow Rate:

37%

AUM (MM):

$240

#

Paladin Advisors, LLC

Exeter,

3 Year Grow Rate:

36%

AUM (MM):

$292

#

High Pointe Capital Management, LLC

Chicago,

3 Year Grow Rate:

36%

AUM (MM):

$144

#

Tollefson and Company Investment Management LLC

Austin,

3 Year Grow Rate:

36%

AUM (MM):

$111

#

Empyrion Wealth Management, Inc.

Roseville,

3 Year Grow Rate:

35%

AUM (MM):

$204

#

Montcalm TCR LLC

San Francisco,

3 Year Grow Rate:

34%

AUM (MM):

$188

#

Independent Investors Inc

Nesconset,

3 Year Grow Rate:

33%

AUM (MM):

$325

#

RS Crum Inc.

Newport Beach,

3 Year Grow Rate:

32%

AUM (MM):

$508

#

M.Kraus & Company

Shelburne,

3 Year Grow Rate:

32%

AUM (MM):

$347

#

Camelotta Advisors

San Francisco,

3 Year Grow Rate:

32%

AUM (MM):

$134

#

Millennium Investment Services

Van Nuys,

3 Year Grow Rate:

32%

AUM (MM):

$119

#

The Moorings Group, LLC

Atlanta,

3 Year Grow Rate:

31%

AUM (MM):

$542

#

Spectrum Financial Management

San Rafael,

3 Year Grow Rate:

31%

AUM (MM):

$167

#

MG Financial LLC

Braintree,

3 Year Grow Rate:

30%

AUM (MM):

$1,184

#

South Bay Financial Partners

Torrance,

3 Year Grow Rate:

30%

AUM (MM):

$157

#

Bennicas & Associates, Inc.

Portola Valley,

3 Year Grow Rate:

29%

AUM (MM):

$212

#

Gates Pass Advisors, LLC

Los Altos,

3 Year Grow Rate:

28%

AUM (MM):

$106

#

Rosenblum Silverman Sutton Sf Inc

San Francisco,

3 Year Grow Rate:

27%

AUM (MM):

$361

#

Gilman Hill Asset Management, LLC

New Canaan,

3 Year Grow Rate:

27%

AUM (MM):

$389

#

Beekman Wealth Advisory, LLC

New York,

3 Year Grow Rate:

27%

AUM (MM):

$452

#

Woodside Wealth Management

Framingham,

3 Year Grow Rate:

26%

AUM (MM):

$144

#

Walden Wealth Partners LLC

Solon,

3 Year Grow Rate:

26%

AUM (MM):

$197

#

Spraker Wealth Management Inc

Maitland,

3 Year Grow Rate:

25%

AUM (MM):

$172

#

JLFranklin Wealth Planning

San Rafael,

3 Year Grow Rate:

24%

AUM (MM):

$142

#

&Wealth Partners

Baltimore,

3 Year Grow Rate:

24%

AUM (MM):

$251

#

Elm Advisors, LLC

Burlingame,

3 Year Grow Rate:

23%

AUM (MM):

$340

#

Conifer Investments Ltd

West Hartford,

3 Year Grow Rate:

22%

AUM (MM):

$299

#

PDR Advisors, LLC

Charlotte,

3 Year Grow Rate:

21%

AUM (MM):

$886

#

Warner Financial, Inc

Bethesda,

3 Year Grow Rate:

21%

AUM (MM):

$452

#

Bluestone Wealth Management LLC

Keene,

3 Year Grow Rate:

20%

AUM (MM):

$197

#

Demers Financial Planning

Columbus,

3 Year Grow Rate:

19%

AUM (MM):

$135

#

Houlihan Financial Resource Group, Ltd.

Ashburn,

3 Year Grow Rate:

19%

AUM (MM):

$270

#

Altamont Wealth Management, Inc.

Livermore,

3 Year Grow Rate:

18%

AUM (MM):

$159

#

Ramsey & Associates Inc

Seattle,

3 Year Grow Rate:

17%

AUM (MM):

$225

#

Ember L. Flack, JD, CFP, CLU, ChFC

Dallas,

3 Year Grow Rate:

15%

AUM (MM):

$190

#

Caim LLC

Greenwich,

3 Year Grow Rate:

13%

AUM (MM):

$128

#

Stolper & Co., Inc.

San Diego,

3 Year Grow Rate:

13%

AUM (MM):

$615

#

Tripp Financial Consultants, Inc.

Dickerson,

3 Year Grow Rate:

12%

AUM (MM):

$109

#

Asset Planning & Management, Inc.

Spokane,

3 Year Grow Rate:

12%

AUM (MM):

$117

#

The Lubitz Financial Group

Miami,

3 Year Grow Rate:

10%

AUM (MM):

$215

#

Cascade Investment Advisors, Inc.

Oregon City,

3 Year Grow Rate:

10%

AUM (MM):

$244

#

White Oaks Wealth Advisors, Inc.

Minneapolis,

3 Year Grow Rate:

AUM (MM):

$453

#

Keystone Asset Management, Inc.

McLean,

3 Year Grow Rate:

AUM (MM):

$214

#

Garnet Group LLC

Bethesda,

3 Year Grow Rate:

AUM (MM):

$115

#

Envision Capital Management Inc

Palos Verdes Peninsula,

3 Year Grow Rate:

AUM (MM):

$416

#

17 Capital Partners, LLC

Phoenix,

3 Year Grow Rate:

AUM (MM):

$101

#

Paratus Financial, Inc.

Dallas,

3 Year Grow Rate:

AUM (MM):

$1,525

#

Eugenias Advisory Group, LLC

Gadsden,

3 Year Grow Rate:

AUM (MM):

$132

#

Cypress Capital Partners, LLC

Chicago,

3 Year Grow Rate:

AUM (MM):

$344

Fastest Growing Women-Owned RIAs

White Paper: The Impact of Behavioral Finance on the Psychology of Investing

RIA Edge: Driving the Next Generation of Growth for the RIA Community

RIA Edge Podcast: Growth by Design with Journey’s Penny Phillips

RIA Edge Podcast: The Evolution of Independence with Snowden Lane’s Rob Mooney

Igniting Growth, Accelerating Change

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Fastest Growing
Women-Owned RIAs