Research Report · 2026-06-30
Registered Investment Advisers Growing AUM Faster Than Headcount
SEC-registered investment advisers ranked by the gap between reported AUM growth and employee growth.
Firms
1,000
Total AUM
$24.97T
Median AUM
$1.82B
Latest Filing
2026-06-30
| Rank↕ | Firm Name | CRD↕ | AUM Growth Minus Headcount Growth↕ | AUM↕ | Employees↕ | Latest Filing | |
|---|---|---|---|---|---|---|---|
| 601 | JOURNEY STRATEGIC WEALTH LLC | 310648 | $20.1 | $4.64B | 31 | 2026-03-31 | → |
| 602 | SCOGGIN MANAGEMENT LP | 157587 | $20 | $463.9M | 18 | 2026-03-31 | → |
| 603 | PROVENANCE WEALTH ADVISORS, LLC | 126529 | $20 | $4.44B | 52 | 2026-01-31 | → |
| 604 | BOW RIVER ASSET MANAGEMENT, LLC | 156765 | $20 | $4.20B | 69 | 2026-06-30 | → |
| 605 | HIRTLE, CALLAGHAN & CO., LLC | 105403 | $20 | $25.41B | 94 | 2026-03-31 | → |
| 606 | BROOKSTONE CAPITAL MANAGEMENT LLC | 141413 | $20 | $12.75B | 405 | 2026-03-31 | → |
| 607 | LEVEL FOUR ADVISORY SERVICES, LLC | 134086 | $20 | $6.54B | 136 | 2026-03-31 | → |
| 608 | JB CAPITAL LLC | 171168 | $19.9 | $2.78B | 64 | 2026-02-28 | → |
| 609 | GLASGOW & ASSOCIATES, LLC | 145151 | $19.9 | $206.5M | 9 | 2026-03-31 | → |
| 610 | VALENCE8 US LP | 317389 | $19.9 | $1.88B | 8 | 2026-03-31 | → |
| 611 | CONSULTING GROUP ADVISORY SERVICES LLC | 137463 | $19.9 | $9.82B | 17 | 2026-03-31 | → |
| 612 | SSGA FUNDS MANAGEMENT, INC. | 111242 | $19.8 | $1.42T | 241 | 2026-03-31 | → |
| 613 | ACTIVANT CAPITAL GROUP LLC | 173856 | $19.8 | $1.61B | 18 | 2026-03-31 | → |
| 614 | FEG CURIO INVESTMENT PARTNERS, LLC | 323497 | $19.8 | $195.3M | 17 | 2026-03-31 | → |
| 615 | ADVISORNET FINANCIAL, INC. | 113074 | $19.7 | $3.15B | 131 | 2026-03-31 | → |
| 616 | BLUE ZONE WEALTH ADVISORS, LLC | 305943 | $19.7 | $770.0M | 7 | 2026-03-31 | → |
| 617 | OAKTREE FUND ADVISORS, LLC | 290193 | $19.6 | $14.10B | 451 | 2026-03-31 | → |
| 618 | SIMON QUICK ADVISORS, LLC | 132330 | $19.6 | $9.01B | 97 | 2026-03-31 | → |
| 619 | AVISTA CAPITAL HOLDINGS, L.P. | 160750 | $19.6 | $6.66B | 24 | 2026-03-31 | → |
| 620 | AMERGIN ASSET MANAGEMENT, LLC | 323350 | $19.5 | $1.21B | 13 | 2026-03-31 | → |
| 621 | GERBER KAWASAKI, INC. | 153649 | $19.5 | $4.11B | 59 | 2026-03-31 | → |
| 622 | HIMALAYA CAPITAL MANAGEMENT LLC | 157594 | $19.5 | $21.39B | 21 | 2026-03-31 | → |
| 623 | DFA AUSTRALIA LIMITED | 107621 | $19.4 | $361.60B | 134 | 2026-03-31 | → |
| 624 | PACIFIC FINANCIAL GROUP,LLC | 143041 | $19.4 | $4.69B | 20 | 2026-03-31 | → |
| 625 | AFLAC ASSET MANAGEMENT LLC | 304316 | $19.3 | $133.47B | 110 | 2026-03-31 | → |
| 626 | TOUNJIAN ADVISORY PARTNERS LLC | 329635 | $19.2 | $675.5M | 10 | 2026-03-31 | → |
| 627 | DIMENSIONAL FUND ADVISORS LP | 106482 | $19.2 | $1.02T | 1,168 | 2026-03-31 | → |
| 628 | ARVEST INVESTMENTS, INC. | 42057 | $19.2 | $3.44B | 238 | 2026-03-31 | → |
| 629 | BLUE CHIP PARTNERS, LLC | 132437 | $19.1 | $1.88B | 34 | 2026-03-31 | → |
| 630 | BMO NESBITT BURNS SECURITIES LTD. | 281337 | $19.1 | $1.20B | 303 | 2026-01-31 | → |
| 631 | PFG INVESTMENTS, LLC | 289256 | $19.1 | $436.8M | 28 | 2026-03-31 | → |
| 632 | BOSERA ASSET MANAGEMENT (INTERNATIONAL) CO., LIMITED | 168895 | $19 | $17.26B | 68 | 2026-04-30 | → |
| 633 | BERNHARD CAPITAL PARTNERS MANAGEMENT, LP | 168155 | $19 | $6.58B | 42 | 2026-03-31 | → |
| 634 | AMERICAN INDEPENDENT SECURITIES GROUP, LLC | 135288 | $18.9 | $986.3M | 49 | 2026-03-31 | → |
| 635 | LONGRANGE CAPITAL, L.P. | 309379 | $18.9 | $2.22B | 17 | 2026-03-31 | → |
| 636 | ADVISOR PARTNERS II, LLC | 321633 | $18.9 | $13.91B | 26 | 2026-03-31 | → |
| 637 | STRATEGIC FAMILY WEALTH COUNSELORS, L.L.C. | 128199 | $18.8 | $1.66B | 14 | 2026-03-31 | → |
| 638 | INDUS CAPITAL PARTNERS, LLC | 133738 | $18.8 | $5.09B | 59 | 2026-03-31 | → |
| 639 | WALDRON PRIVATE WEALTH, LLC | 131063 | $18.8 | $5.50B | 70 | 2026-03-31 | → |
| 640 | ALLSTATE INVESTMENT MANAGEMENT COMPANY | 107775 | $18.7 | $26.46B | 149 | 2026-03-31 | → |
| 641 | BADGLEY PHELPS WEALTH MANAGERS, LLC | 315440 | $18.7 | $7.28B | 45 | 2026-03-31 | → |
| 642 | FALCON WEALTH PLANNING, INC. | 174092 | $18.6 | $1.92B | 42 | 2026-06-30 | → |
| 643 | KERBERROSE WEALTH MANAGEMENT, LLC | 168787 | $18.6 | $1.16B | 13 | 2026-03-31 | → |
| 644 | VERNAL POINT ADVISORS, LLC | 166587 | $18.6 | $3.94B | 25 | 2026-03-31 | → |
| 645 | YOSEMITE MANAGEMENT, LLC | 326764 | $18.6 | $1.14B | 18 | 2026-03-31 | → |
| 646 | OHA PRIVATE CREDIT ADVISORS II, L.P. | 322289 | $18.6 | $805.2M | 435 | 2026-03-31 | → |
| 647 | SYON CAPITAL LLC | 322776 | $18.5 | $4.38B | 17 | 2026-03-31 | → |
| 648 | PURE FINANCIAL ADVISORS, LLC | 144316 | $18.5 | $11.05B | 204 | 2026-02-28 | → |
| 649 | RIVER ROAD ASSET MANAGEMENT, LLC | 134918 | $18.5 | $9.85B | 46 | 2026-03-31 | → |
| 650 | FIRST PACIFIC ADVISORS, LP | 141823 | $18.5 | $32.00B | 73 | 2026-03-31 | → |
| 651 | NINEPOINT PARTNERS LP | 289068 | $18.5 | $4.42B | 95 | 2026-03-31 | → |
| 652 | RETIREMENT PLANNING GROUP, LLC | 310647 | $18.4 | $375.4M | 8 | 2026-03-31 | → |
| 653 | ROOTED WEALTH ADVISORS, INC. | 313759 | $18.4 | $408.8M | 22 | 2026-03-31 | → |
| 654 | STEPHENSON AND COMPANY, INC. | 111453 | $18.4 | $447.0M | 5 | 2026-03-31 | → |
| 655 | L & W FINANCIAL, LLC | 285310 | $18.3 | $207.5M | 9 | 2026-02-28 | → |
| 656 | FORT BAKER CAPITAL MANAGEMENT LP | 282926 | $18.3 | $1.07B | 9 | 2026-03-31 | → |
| 657 | STRATEGIC ASSET MANAGEMENT LLC. | 306384 | $18.3 | $218.3M | 11 | 2026-01-31 | → |
| 658 | THE CAPROCK GROUP, LLC | 124272 | $18.3 | $12.48B | 67 | 2026-03-31 | → |
| 659 | INDEPENDENT SOLUTIONS WEALTH MANAGEMENT, LLC | 144733 | $18.2 | $1.54B | 30 | 2026-03-31 | → |
| 660 | GILLSON CAPITAL LP | 284079 | $18.2 | $2.07B | 16 | 2026-03-31 | → |
| 661 | LEVEL EQUITY MANAGEMENT, LLC | 160016 | $18.2 | $6.46B | 52 | 2026-03-31 | → |
| 662 | MANULIFE INVESTMENT MANAGEMENT TIMBERLAND AND AGRICULTURE INC | 109641 | $18.2 | $6.74B | 660 | 2026-03-31 | → |
| 663 | GMT CAPITAL CORP. | 160404 | $18.2 | $6.90B | 19 | 2026-03-31 | → |
| 664 | INVESCO ASSET MANAGEMENT (JAPAN) LIMITED | 107155 | $18.1 | $76.06B | 116 | 2026-03-31 | → |
| 665 | TRIATOMIC MANAGEMENT LP | 312408 | $18.1 | $346.3M | 9 | 2026-03-31 | → |
| 666 | NAYA CAPITAL MANAGEMENT UK LIMITED | 166159 | $18 | $6.88B | 24 | 2026-03-31 | → |
| 667 | TIND ASSET MANAGEMENT AS | 334505 | $17.9 | $440.0M | 6 | 2026-03-31 | → |
| 668 | QUAD CITY INVESTMENT ADVISORS, LLC | 112187 | $17.9 | $408.0M | 8 | 2026-03-31 | → |
| 669 | CERITY PARTNERS RETIREMENT PLAN ADVISORS LLC | 164198 | $17.9 | $40.25B | 193 | 2026-04-30 | → |
| 670 | WISHBONE MANAGEMENT, LP | 283479 | $17.9 | $1.12B | 22 | 2026-03-31 | → |
| 671 | HALSEYPOINT ASSET MANAGEMENT, LLC | 305194 | $17.9 | $4.51B | 13 | 2026-03-31 | → |
| 672 | RAM INVESTMENT PARTNERS, LLC | 161077 | $17.9 | $1.19B | 20 | 2026-03-31 | → |
| 673 | BRIXEY & MEYER CAPITAL LLC | 299465 | $17.8 | $201.8M | 15 | 2026-03-31 | → |
| 674 | J.C. FLOWERS & CO. LLC | 142529 | $17.8 | $6.01B | 38 | 2026-03-31 | → |
| 675 | BROADLIGHT CAPITAL MANAGEMENT, LLC | 315015 | $17.8 | $287.5M | 8 | 2026-03-31 | → |
| 676 | MANTEIO SCALABLE TECHNOLOGIES LLC | 333019 | $17.7 | $582.5M | 13 | 2026-03-31 | → |
| 677 | MCCAY WEALTH ADVISORY LLC | 286503 | $17.7 | $495.4M | 10 | 2026-02-28 | → |
| 678 | OLYMPUS ADVISORS, LLC | 160851 | $17.7 | $9.25B | 24 | 2026-03-31 | → |
| 679 | STRATEGIC FINANCIAL SERVICES, INC. | 109677 | $17.6 | $2.81B | 39 | 2026-03-31 | → |
| 680 | MILLENNIUM MANAGEMENT LLC | 158117 | $17.6 | $720.85B | 6,670 | 2026-03-31 | → |
| 681 | ONE MADISON GROUP LLC | 320876 | $17.6 | $7.02B | 23 | 2026-03-31 | → |
| 682 | NMS CAPITAL SERVICES, LLC | 158140 | $17.5 | $1.87B | 28 | 2026-03-31 | → |
| 683 | STEVENS CAPITAL MANAGEMENT LP | 161202 | $17.5 | $3.68B | 65 | 2026-03-31 | → |
| 684 | FORA CAPITAL, LLC | 295393 | $17.5 | $1.67B | 8 | 2026-03-31 | → |
| 685 | ASSET ALLOCATION STRATEGIES, LLC | 152339 | $17.4 | $1.02B | 45 | 2026-03-31 | → |
| 686 | GUARDIAN WEALTH ADVISORS, LLC | 305412 | $17.4 | $2.74B | 50 | 2026-03-31 | → |
| 687 | OXFORD FINANCIAL GROUP, LTD. LLC | 105303 | $17.4 | $23.33B | 156 | 2026-03-31 | → |
| 688 | MASON INVESTMENT ADVISORY SERVICES INC | 111113 | $17.3 | $15.67B | 72 | 2026-03-31 | → |
| 689 | FINANCIAL MANAGEMENT NETWORK INC | 110454 | $17.3 | $2.14B | 50 | 2025-12-31 | → |
| 690 | ADAMSBROWN WEALTH CONSULTANTS LLC | 308410 | $17.3 | $1.12B | 22 | 2026-02-28 | → |
| 691 | CHANNING GLOBAL ADVISORS, LLC | 290893 | $17.2 | $1.11B | 8 | 2026-03-31 | → |
| 692 | TPG GLOBAL ADVISORS, LLC | 159732 | $17.2 | $173.56B | 1,271 | 2026-03-31 | → |
| 693 | AVALAN, LLC | 156109 | $17.2 | $621.8M | 11 | 2026-03-31 | → |
| 694 | NEW REPUBLIC CAPITAL, LLC | 310907 | $17.2 | $3.03B | 28 | 2026-03-31 | → |
| 695 | MACKENZIE FINANCIAL CORPORATION | 110338 | $17.1 | $194.88B | 1,362 | 2026-03-31 | → |
| 696 | METAVASI CAPITAL LP | 311581 | $17.1 | $420.6M | 9 | 2026-03-31 | → |
| 697 | VOYA RETIREMENT ADVISORS, LLC | 3989 | $17 | $37.47B | 121 | 2026-03-31 | → |
| 698 | MASON & ASSOCIATES, INC. | 141303 | $17 | $828.7M | 8 | 2026-01-31 | → |
| 699 | CBRE INVESTMENT MANAGEMENT, LLC | 109981 | $17 | $22.84B | 213 | 2026-03-31 | → |
| 700 | MBL WEALTH, LLC | 305176 | $16.8 | $1.42B | 14 | 2026-03-31 | → |
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