We are pleased to present the Monthly Report of Recently Registered RIAs - December 2025.
We are continuously blown away by the large number of newly independent wealth management RIAs and investment firms from the SEC report with a total of 114.
As part of our monthly process, our data team reviewed and scrubbed this month’s raw file of new filings, identifying 70 new wealth manager RIAs. We then researched the appropriate contacts and related information before uploading everything to Dakota Marketplace.
December showed a clear rebound in new firm formation compared to November. After November recorded 50 wealth management RIAs and 11 investment firms, December saw registrations rise to 70 RIAs and 17 investment firms. This marks a meaningful pickup in RIA launches and a modest recovery in investment firm activity as year-end approached.
Over the past decade, the RIA market has grown fivefold, and Dakota’s real-time database of 17,000+ RIAs delivers the insights and connections firms need to stay ahead in a rapidly expanding investment landscape.
In this article we’re giving you 10 noteworthy and newly independent RIAs that we’ve added to our marketplace.
To view all newly independent wealth management RIAs and key contact information, book a demo of Dakota Marketplace here.
Top 10 RIAs from December 2025
1. Sycamore Investment Consulting Services, LLC
- AUM: $159.5M
- Metro Area: Madison, WI
Sycamore Investment Consulting Services, LLC is an independent, SEC-registered investment advisory firm founded in 2003 and based in Wisconsin. The firm manages approximately $159.5 million in assets across about 41 client relationships, primarily serving individual and high-net-worth clients. Operating as a closely held practice with a very small team, Sycamore emphasizes personalized wealth management and financial planning delivered under a fiduciary standard.
2. Bice Wealth Management LLC
- AUM: $147.6M
- Metro Area: Miami, FL
Bice Wealth Management LLC is a privately owned wealth management firm formed in 2022 as the U.S. affiliate of Chile-based BICECORP. Operating as a Florida-registered investment adviser with a small U.S. team, the firm manages assets reported across public sources in the tens to low hundreds of millions. Bice Wealth Management focuses on providing U.S. wealth management services for clients seeking access to U.S. financial markets and real estate opportunities.
3. Blue Bear Financial, LLC
- AUM: $141.9M
- Metro Area: Charleston, SC
Blue Bear Financial, LLC is a privately owned, registered investment adviser founded in 2017 and based in South Carolina. The firm operates as a boutique advisory practice serving individuals, families, business owners, and retirement plan clients nationwide. Blue Bear Financial emphasizes personalized financial planning, investment management, tax strategy coordination, legacy planning, and risk oversight, delivered within a fiduciary framework by a small, founder-led team.
4. Wealthrise Financial Planning
- AUM: $124.2M
- Metro Area: San Diego, CA
Wealthrise Financial Planning, LLC is a privately owned, fee-only registered investment adviser founded in 2016 and based in California. The firm manages approximately $124 million in assets for more than 95 client families and operates with a small advisory team. Emphasizing transparent, low-fee financial planning and investment management, Wealthrise applies academic investment research and CFP® Board standards to deliver comprehensive services including retirement, tax, and cash-flow planning for individual and high-net-worth clients.
5. Genesis Advisors, LLC
- AUM: $120.6M
- Metro Area: Indianapolis, IN
Genesis Advisors, LLC is an independent RIA based in Indiana serving individual, small business, and institutional clients. The firm manages approximately $120.6 million in assets and emphasizes personalized client relationships through customized investment strategies. Genesis Advisors integrates comprehensive financial planning with discretionary and non-discretionary portfolio management, focusing on traditional investment and retirement income strategies within a fiduciary framework.
6. Kingwood Investment Group
- AUM: $120.1M
- Metro Area: Houston, TX
Kingwood Investment Group is an independent, privately owned retirement planning and wealth management firm founded in 1994 and based in Texas. The firm manages approximately $120 million in assets across about 186 client relationships, primarily serving individuals nearing or in retirement. Operating as a registered investment adviser, Kingwood Investment Group emphasizes comprehensive retirement planning through a small, community-oriented practice led by its founding leadership team.
7. Impact Fiduciary LLC
- AUM: $116M
- Metro Area: Los Angeles, CA
Impact Fiduciary LLC is an independent, fee-only registered investment adviser founded in 2017 and based in California. The firm manages approximately $116 million in assets across about 174 client relationships, primarily serving individuals and families with investable assets of $400,000 or more. Operating as a fiduciary at all times, Impact Fiduciary provides comprehensive financial planning and wealth management services with an emphasis on sustainable, values-aligned investing, supported by a small, credentialed advisory team.
8. BRIA Capital Group, LLC
- AUM: $113.3M
- Metro Area: Tampa, FL
BRIA Capital Group, LLC is an independent, fee-based wealth management and financial planning firm based in Florida. The firm manages approximately $113 million in assets across about 172 client relationships, primarily serving individual and family clients with mid-six-figure investable assets. BRIA focuses on customized financial planning, investment management, risk management, and legacy planning, operating as a privately held practice that also supports advisors transitioning from broker-dealers to independence through transition planning and operational support.
9. Belleair Wealth Management, LLC
- AUM: $112.9M
- Metro Area: Tampa, FL
Belleair Wealth Management, LLC is a privately owned, fee-only wealth management firm founded in 2000 and based in Florida. The firm manages approximately $112.9 million in assets and serves around 147 clients, primarily individuals and small businesses. Operating as a state-registered investment adviser, Belleair Wealth Management emphasizes a fiduciary, holistic approach centered on comprehensive financial planning and long-term client relationships, supported by a small advisory team serving clients across multiple states.
10. Signal Ridge Capital Partners, LLC
- AUM: $110.6M
- Metro Area: Boston, MA
Signal Ridge Capital Partners is an independent, privately owned wealth management firm founded in 2013 and headquartered in Massachusetts. The firm manages approximately $110.6 million in assets across about 93 client relationships, primarily serving high-net-worth individuals and families. Operating as a boutique advisory practice, Signal Ridge offers comprehensive financial planning and customized portfolio management in a quasi–family office model, with an emphasis on multi-generational relationships and coordination with external legal, tax, and estate professionals.
To view all wealth management RIAs in Dakota Marketplace and access key contact information, book a demo here!
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