America’s Best TAMPs Showcase - Flipbook - Page 9
2025 AMERICA’S BEST TAMPS
merely “average” weighed it down. A few
disappointing experiences were enough
to knock a platform out of the top tier.
Advisors don’t view TAMPs as discretionary
tools; they see them as essential partners
in their business. Trust is everything.
For a TAMP to remain competitive, it must
excel in four core areas that collectively add
up to a fifth. The technology must create
efficiencies rather than complications.
The people behind the platform must be
problem solvers who offer real help and
coaching, so we polled on support as
well. Providing world-class investment
experiences requires a top-tier model
marketplace. A career-focused advisor
will also naturally want a partner that can
provide professional development on
key topics such as succession planning,
acquisitions, and practice management.
Some people focus on the details. Others
look for a bigger picture, which is why
we’re careful to also ask our people
which platforms provide a good overall
experience. Then we weighted the scores
to get a sense of where the buzz is.
Remember, reputation in this space is
constantly evolving. Platforms that neglect
innovation, fail to invest in human talent,
or rely on outdated systems inevitably fall
behind, while fresh ideas and emerging
players rise to prominence. Even if a
firm isn’t a major player today, the right
strategy and execution can turn it into
a leader in the years ahead. This year,
we opened up the rankings to recognize
more of these next-generation TAMPs that
haven’t made a lot of headlines but have
already earned a loyal following.
One way or another, these scores reflect
more than just an overall number. Each
advisor’s experience is personal, and
their expectations are absolute. No one
wants an “average” relationship with their
platform—they want excellence. The key
to success is continuous innovation, active
listening, and delivering exactly what
advisors need to succeed.
It’s past time to put the pre-COVID-19 era
behind us. Those comparisons refer to
old ways of operating that no longer have
the power over the industry they once
did. New business models have been
TM
tested, and new giants have emerged.
One thing is clear: processes that were
initially embraced in an emergency have
become habits. Many are now permanent.
Money and accounts continue to flow
from traditional wealth management
models into a select group of outsourced
platforms, with little to no movement in the
opposite direction.
Advisors have finally had the chance to
step back and make decisions based on
strategy rather than urgency. The results
speak for themselves. The most dominant
TAMPs are growing significantly faster
than the overall industry, driven by organic
adoption. Once an advisor integrates a
TAMP-driven approach into their practice,
they rarely go back.
The financial world isn’t becoming any
more predictable, and advisors are
increasingly recognizing the need for
institutional-grade support. For those
entering the profession now, outsourcing
key functions isn’t an adaptation—it’s the
standard way of doing business. This is
the new reality of wealth management.
But don’t just take our word for it—let the
numbers tell the story.
TOP 10 FASTEST-GROWING TAMPs
ASSETS IN PROGRAM (MILLIONS)
2021–24 GROWTH
ANNUALIZED
REAL FLOWS
(MILLIONS)
$3,600
2,471%
823%
$3,460
$5,590
$18,500
230%
76.98%
$12,910
GEOWEALTH
$18,000
$32,000
77.77%
25.92%
$14,000
DYNAMIC
$3,400
$6,000
76.47%
25.49%
$2,600
SMARTX
$18,900
$33,000
74.60%
24.87%
$14,100
DYNASTY
$33,540
$55,000
63.98%
21.33%
$21,460
ORION
$48,000
$72,500
51.04%
17.01%
$24,500
AXXCESS
$8,000
$12,000
50.00%
16.67%
$4,000
ABSOLUTE CAPITAL
$300
$425
41.67%
13.89%
$125
ASSETMARK
$93,200
$127,300
36.59%
12.20%
$34,100
TOTAL
$229,070
$359,225
56.81%
18.93%
$130,155
ABT FIRM
END 2021
END 2024
SMARTLEAF
$140
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