1,100: OneAscent
Priding itself as a wealth manager for faith-based investors and advisors, OneAscent, based in Birmingham, Alabama, has a three-year growth rate of 465% in Inc.’s 5,000 list. The faith-based firm delivers “Kingdom class” financial solutions to advisors and investors, including its divisions OneAscent Financial Services, OneAscent Investment Solutions, OneAscent Capital, OneAscent Wealth Management, and OneAscent Family Offices.
OneAscent offers its services to advisory firms across the U.S., including Tennessee, South Carolina, Florida, and Texas, among other states.
1,091: Crescent Wealth Management
Founded in 2003, the Atlanta-based, employee-owned registered investment advisor (RIA) integrates asset protection and asset management competencies for its clientele.
Specifically, Crescent Wealth Management notes its values include independence, objectivity, transparency, and fair pricing.
With an estimated three-year growth rate of 468%, Crescent secured its highest ranking so far of 1,091 in 2024, compared to 2,511 in 2023 and 1,700 in 2022.
976. Bright Lake Wealth Management
With a three-year growth rate of 522%, financial services firm Bright Lake Wealth Management assists clients in retirement planning, wealth management, income strategies and investment tax planning.
Since its founding in 2012, the firm has helped 2,000 families retire comfortably, and has expanded to several cities, most recently in Medford, Oregon in 2018.
“Here at Bright Lake we are passionate about helping individuals retire with confidence and that is represented in our goals for the future. We believe a business with a vision will help carry our clients into future,” writes Bright Lake on its website.