I don’t often toot our own horn, but last week Financial Advisor put out their 2026 RIA Survey & Ranking report (ranking over 500 RIAs), and I thought it deserved a mention letting readers know of the crazy fast growth of ASWM. To download the report, click on the following:
https://advisorsharewm.com/fa-2026-ranking
AdvisorShare Wealth Management (ASWM)
To learn about ASWM and how you can leverage it to gather more AUM, click on the following:
https://advisorsharewm.com/aswm-more-info
What is ASWM? It’s a Registered Investment Advisor (RIA) co-founded a few years ago with Joe Maas, CFA, CFP®, ChFC, CLU®, MSFS, CVA, ABAR, CM&AA, CCIM, Daniel McDonald (who is a co-founder of our “advisor-owned” IMO AdvisorShare), and my long-time friend and colleague, Blair Schadler.
Here is the timeline of AUM for ASWM:
–Founded in late 2023 with $44 million in AUM
–End of 2024: total AUM = $185 million
The 311% increase made the RIA the fastest-growing RIA in the 2025 FA rankings
–End of 2025: total AUM = $377 million in AUM
The 104% increase made ASWM the fastest-growing RIA under $500 million in the 2026 FA rankings.
ASWM was also the 6th fastest-growing RIA out of all 500+ RIAs, with the ones that had faster growth being firms that appear to have grown through acquisition.
Year-to-date 2026—$450 million in AUM. My prediction for year-end is $600+ million.
How did ASWM grow so quickly?
1) The AUM Platform is killer—when you are outperforming all benchmarks by a good percentage while having lower drawdowns along the way, IARs and their clients are happy. This breeds more IARs who want to LEAVE their current RIA to come on board and bring their clients with them.
2) Our sales mentoring is 2nd to none—we recently brought on board the BEST sales mentor I’ve ever worked with. Most RIAs don’t have a sales mentor. A mentor who not only can TEACH advisors how to onboard new clients, but also a sales mentor who will do the onboarding for advisors. Yes, you read that correctly. Our sales mentor will do the client calls with you or even by himself, and he’s an absolute rock star when it comes to onboarding new AUM.
Who is that sales mentor? Jonathan Camarda CFA®, CAIA®, CMT®, CIMA®, CFTe®, CHP®, CPWA®, CFP®, ChFC®, CLU®, CFS®, CPEP®, CIBA®. Yes, he has more designations than Joe Maas. To learn more about Jonathan’s mentoring services/capabilities, click on the following to watch a recorded webinar:
https://advisorsharewm.com/jonathan-camarda-webinar
3) We carved out 50% of the RIA to be owned by the IARs. Most IARs who are not founding members of their RIA will NEVER be an owner in the RIA itself. With ASWM, all IARs are owners.
4) Our tech stack is killer—besides our billing, trading, and reporting software, the #1 tool advisors use to onboard NEW AUM is the OnPointe Risk Analyzer software. OnPointe uses a keep-it-simple sales process. If you are using Riskalyze/Nitrogen, Hidden Levers, or another risk program, you can significantly improve your closing ratio using OnPointe. To learn more, click on the following link:
https://onpointeriskanalyzer.com
Which line do you like better? Green is the lead’s portfolio; black is the benchmark; and blue is one of the multi-manager portfolios at ASWM.
If you can’t pick up NEW AUM offering clients the blue line, you might consider a new profession.
What is your current RIA doing for you?
If you are an IAR at Brookstone, Redhawk, AE Wealth, Simplicity Wealth, etc., etc., etc., what are they doing to help you grow your AUM? I already know the answer is not much to nothing, and if that is the case, you might want to check out ASWM.
Have Your Own RIA But Want to Offer the ASWM Portfolios to Clients?
There are many RIAs that are not going to close down and join ASWM. That’s no problem. ASWM also functions as a TAMP. We call it the anti-TAMP. The anti-Asset Mark, Orion, Envestnet, etc.
If you have been using a TAMP, then I don’t have to tell you that most have not done well over the last few years. Most platforms don’t allow you to create portfolios to “beat the benchmarks.”
The anti-TAMP platform is awesome, and ANY RIA can use it. Click on the following to learn more:
