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Market Standing · 2026
Billings

This market is not yet large enough to award a market rank — Fidelon names a leader once a market has at least 20 scored firms, enough of a field for the ranking to mean something. Every firm scored here is listed below on the same standard; recognition opens as coverage grows.

Current standings · top 12 of 12
1
406 Pm
CRD 339835
IA-only91A
2IA-only89.7A
3IA-only$29.5M89.4A
4IA-only$243M89.2A
5IA-only$5.6M87.6B+
6IA-only$1.5B86.3B+
7IA-only$14.5M85.4B+
8IA-only$36.8M84.3B+
9IA-only$15.8M82.6B+
10IA-only$5.2B81.8B+
11IA-only79.9B
12
Capstone Wealth
CRD 130128
IA-only$354M79.4B

Rankings are computed by Fidelon — an independent transparency platform — from public regulatory filings, refreshed monthly. No firm pays for placement, and no firm can edit its score. Recognition requires a composite of 80 or higher regardless of rank.