America’s Best TAMPs Showcase - Flipbook - Page 27
2026 AMERICA’S BEST TAMPS
TM
TAMPS AUM AND AUA
GEOWEALTH
$49
BILLION
ABSOLUTE
CAPITAL
$525
MILLION
CACHETECH
$700
MILLION
GREENROCK
RESEARCH
$1
BILLION
FOCUS PARTNERS
ADVISOR SOLUTIONS
$47.33
BILLION
FLEXIBLE PLAN
$1.3+
BILLION
ASSETMARK
$158
BILLION
SMARTX
$33
BILLION
SEI
TRUE FREEDOM
$1.56
BILLION
$126.5
BILLION
ENVESTNET
SS&C BLACK
DIAMOND
$2
BILLION
$646
BILLION
AMPLIFY
$23.7
BILLION
DYNASTY
$71
BILLION
ORION (INCLUDES
BRINKER CAPITAL)
THE
PACIFIC FINANCIAL
GROUP, INC.
$5.4 BILLION
$124
BILLION
SMARTLEAF
ASSET
MANAGEMENT
$6.75
BILLION
BROOKSTONE
$12.6
BILLION
MATSON
MONEY
$12.1
BILLION
AXXCESS WEALTH
$12.0
BILLION
RIA
INNOVATIONS
$7
BILLION
TAMPS AUM AND AUA presentations are collected
from profile pages beginning on page 28.
AdvisorEngine Portfolio Solutions has not submitted
AUM and AUA data to America’s Best TAMPs.
27
