The pre-tax profits of Mattioli Woods rose by 13.5% to £2.86m in the six months to November 2013.
The latest interim results showed the rise from £2.52m in the previous figures, which ran up to May 2013.
Revenue has climbed by 19.4% to £13.44m, while total client assets were up 33.3% to £4.32bn.
The number of Sipp and SSAS and schemes administered by the group increased 14.4% to 5,794 from 5,066.
The company aims to launch a real estate investment trust on the London Stock Exchange in the Spring.
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Bob Woods, executive chairman, said: " The planned launch of the REIT is an exciting opportunity to drive dynamic growth in our property business."
He said: "We are delighted with the performance of our business in what remains a fast-changing market.
"Current trading is in line with the board's expectations and we remain confident in our outlook for the remainder of the year."
He added the Retail Distribution Review had heralded "a period of unprecedented change in our key markets" but the firm stressed it is committed to the creation of a "new style 21st century financial services business".