Research Report · 2026-05-31
Fastest Growing Registered Investment Advisers by Accounts
SEC-registered investment advisers ranked by percentage growth in reported client accounts between their latest and prior ADV Part 1 filings.
Firms
100
Total AUM
$253.75B
Median AUM
$249.9M
Latest Filing
2026-05-31
| Rank↕ | Firm Name | CRD↕ | Account Growth↕ | AUM↕ | Employees↕ | Latest Filing | |
|---|---|---|---|---|---|---|---|
| 1 | 724 ASSET MANAGEMENT, LLC | 318169 | 143,400% | $213.4M | 2 | 2026-03-31 | → |
| 2 | SPECIALIZED RETIREMENT CONSULTANTS LLC | 317027 | 43,600% | $186.6M | 1 | 2026-02-28 | → |
| 3 | LET BOB ADVISORY, LLC | 321854 | 24,500% | $28,974 | 1 | 2026-02-28 | → |
| 4 | ACK ASSET MANAGEMENT LLC | 155136 | 7,850% | $1.07B | 10 | 2026-03-31 | → |
| 5 | DA INV LLC | 334514 | 4,962.3% | $28.0M | 6 | 2026-03-31 | → |
| 6 | MANZIL INVESTMENT ADVISORS, LLC | 308500 | 4,600% | $146,896 | 4 | 2026-03-31 | → |
| 7 | CAVALCADE CAPITAL LLC | 327292 | 4,000% | $149.9M | 2 | 2026-03-31 | → |
| 8 | MOSTT INC. | 332063 | 4,000% | $254,054 | 4 | 2026-03-31 | → |
| 9 | HORIZON CAPITAL MANAGEMENT, INC. | 110400 | 3,400% | $2.6M | 1 | 2026-01-31 | → |
| 10 | ASPIRE STRATEGIST PORTFOLIOS LLC | 327902 | 2,921.4% | $97.3M | 5 | 2026-03-31 | → |
| 11 | KEATING FINANCIAL ADVISORY SERVICES, INC. | 142772 | 2,506.4% | $1.45B | 65 | 2026-03-31 | → |
| 12 | ARIMATHEA | 330140 | 2,475% | $39.9M | 5 | 2026-03-31 | → |
| 13 | FEG CURIO INVESTMENT PARTNERS, LLC | 323497 | 1,700% | $195.3M | 17 | 2026-03-31 | → |
| 14 | CORPORATE CONSULTING GROUP, INC. | 123761 | 1,600% | $240.8M | 2 | 2026-03-31 | → |
| 15 | TERRAFORM WEALTH, LLC | 325530 | 1,600% | $207.5M | 2 | 2026-03-31 | → |
| 16 | SARGASSO PARTNERS LLP | 332384 | 1,533.3% | $147.5M | 3 | 2025-06-30 | → |
| 17 | FIVANCIAL ADVISORS, INC. | 336326 | 1,500% | $925 | 1 | 2026-03-31 | → |
| 18 | ST. JAMES INVESTMENT ADVISORS, LLC | 283880 | 1,372.3% | $511.5M | 7 | 2026-02-28 | → |
| 19 | PITCAIRN WEALTH ADVISORS LLC | 333260 | 1,341.2% | $5.87B | 62 | 2026-03-31 | → |
| 20 | W2B, INC. | 331220 | 1,281.3% | $26.2M | 6 | 2026-03-31 | → |
| 21 | FINANCIAL INTEGRITY ADVISORS, LLC | 130458 | 1,200% | $3.96B | 2 | 2026-03-31 | → |
| 22 | QUISH & CO. LLC | 146212 | 1,200% | $154.2M | 1 | 2026-03-31 | → |
| 23 | BUILD WHALE, INC. | 330063 | 1,195.7% | $2.5M | 7 | 2026-03-31 | → |
| 24 | COREBRIDGE INSTITUTIONAL INVESTMENTS (U.S.), LLC | 150088 | 1,183.3% | $121.05B | 419 | 2026-05-31 | → |
| 25 | SVN GLOBAL PRIVATE ADVISORS LLC | 329494 | 1,142.9% | $38.3M | 3 | 2026-03-31 | → |
| 26 | WELARA ASSET MANAGEMENT LLC | 334534 | 1,100% | $83.7M | 13 | 2026-03-31 | → |
| 27 | CLARION CALL CAPITAL LLC | 333446 | 1,100% | $66.5M | 1 | 2026-03-31 | → |
| 28 | AZZAD ASSET MANAGEMENT, INC. | 111291 | 1,094.6% | $1.84B | 18 | 2026-01-31 | → |
| 29 | HEITMAN INTERNATIONAL HK LIMITED | 170550 | 1,000% | $431.9M | 123 | 2026-04-30 | → |
| 30 | BYCOFF GROUP LLC | 334192 | 914.3% | $72.6M | 2 | 2026-03-31 | → |
| 31 | BAKER STREET ADVISORS, LLC | 128066 | 908.8% | $20.77B | 63 | 2026-03-31 | → |
| 32 | FARTHER ASSET MANAGEMENT, LLC | 325807 | 849.3% | $2.91B | 7 | 2026-03-31 | → |
| 33 | CORNERSTONE WEALTH PARTNERS, LLC | 146602 | 822.5% | $145.9M | 15 | 2026-03-31 | → |
| 34 | RATSON ADVISORY LLC | 330091 | 800% | $2.39B | 2 | 2026-02-28 | → |
| 35 | VISTASHARES ADVISORS LLC | 331812 | 800% | $984.0M | 6 | 2026-03-31 | → |
| 36 | BGV FINANCIAL ADVISORS USA, LLC | 324511 | 758.3% | $143.8M | 2 | 2026-03-31 | → |
| 37 | CRUSONIA WEALTH ADVISORS LLC | 330057 | 752.2% | $1.18B | 20 | 2026-03-31 | → |
| 38 | GRAYSTREET CAPITAL MANAGEMENT, LLC | 334967 | 742.9% | $159.0M | 7 | 2026-03-31 | → |
| 39 | GUGGENHEIM WEALTH SOLUTIONS, LLC | 283238 | 706.7% | $371.3M | 10 | 2026-03-31 | → |
| 40 | SENIORS HOUSING FUND MANAGER LLC | 334006 | 700% | $3.79B | 40 | 2026-03-31 | → |
| 41 | CORDIANT CAPITAL INC. | 172313 | 700% | $2.77B | 26 | 2026-05-31 | → |
| 42 | ERBEN ASSOCIATES, LLC | 148703 | 684.4% | $402.5M | 10 | 2026-03-31 | → |
| 43 | THE ADVISORY GROUP OF SAN FRANCISCO, LLC | 108110 | 684% | $809.9M | 9 | 2026-03-31 | → |
| 44 | SOCIALTRADER.AI INC. | 326985 | 675% | $73,145 | 4 | 2026-03-31 | → |
| 45 | POMONA WEALTH MANAGEMENT, LLC | 329171 | 674.1% | $289.8M | 2 | 2026-03-31 | → |
| 46 | ASTON CAPITAL MANAGEMENT | 291310 | 636% | $711.8M | 3 | 2026-03-31 | → |
| 47 | COLUCCI WEALTH MANAGEMENT LLC | 338046 | 615.4% | $80.8M | 1 | 2026-04-30 | → |
| 48 | STIFEL CAPITAL MANAGEMENT, LLC | 328365 | 603.8% | $4.20B | 9 | 2026-03-31 | → |
| 49 | FRANKLIN MANAGED OPTIONS STRATEGIES, LLC | 325732 | 597.1% | $972.5M | 12 | 2025-12-31 | → |
| 50 | ADVISORENGINE PORTFOLIO SOLUTIONS INC. | 336317 | 585% | $103.4M | 2 | 2026-04-30 | → |
| 51 | DURBIN BENNETT PRIVATE WEALTH MANAGEMENT, LLC | 107722 | 545.6% | $2.84B | 27 | 2026-02-28 | → |
| 52 | THE WELLINGTON GRP LLC | 332803 | 531.7% | $473.6M | 10 | 2026-03-31 | → |
| 53 | HOOVER PRIVATE WEALTH, LLC | 336484 | 501.9% | $171.3M | 6 | 2026-03-31 | → |
| 54 | UNIFI ASSET MANAGEMENT LP | 330942 | 500% | $4.30B | 16 | 2026-03-31 | → |
| 55 | WING FINANCIAL INC. | 333826 | 500% | $127,775 | 2 | 2026-03-31 | → |
| 56 | ANTIGRAVITY INVESTMENTS INC. | 290288 | 500% | $34,934 | 2 | 2026-04-30 | → |
| 57 | EKO INVESTMENTS INC. | 313296 | 499.3% | $74.9M | 12 | 2026-03-31 | → |
| 58 | CORPS CAPITAL ADVISORS, LLC | 304643 | 493.5% | $270.3M | 9 | 2026-03-31 | → |
| 59 | GAM INTERNATIONAL MANAGEMENT LIMITED | 110670 | 491.5% | $9.42B | 51 | 2026-03-31 | → |
| 60 | MARKET INVESTMENT GROUP, LLC | 334248 | 484.2% | $416.4M | 33 | 2026-02-28 | → |
| 61 | ALLEGIANT WEALTH ADVISORS, LLC | 330239 | 477.8% | $1.17B | 3 | 2026-03-31 | → |
| 62 | RBB TREASURY LLC | 314581 | 476.5% | $1.89B | 4 | 2026-03-31 | → |
| 63 | REDBLACK ADVISERS, INC. | 151692 | 476.5% | $823.6M | 7 | 2026-03-31 | → |
| 64 | BLUEVINE ADVISORY LLC | 326599 | 451.9% | $8.9M | 2 | 2026-03-31 | → |
| 65 | HERITAGE CAPITAL ADVISORS, LLC | 310306 | 450% | $1.26B | 1 | 2026-03-31 | → |
| 66 | EL MENUDO CUENTA LLC | 328439 | 450% | $3,600 | 1 | 2026-04-30 | → |
| 67 | SERVICE ACADEMY CAPITAL MANAGEMENT LLC | 226628 | 442.9% | $734.0M | 7 | 2026-01-31 | → |
| 68 | QUANTUM FINANCIAL SERVICES INC. | 121631 | 437.5% | $730.9M | 2 | 2026-03-31 | → |
| 69 | SANFORD C. BERNSTEIN & CO., LLC | 104474 | 434.6% | $1.22B | 0 | 2026-03-31 | → |
| 70 | BONE FIDE WEALTH, LLC | 301066 | 406.1% | $126.7M | 4 | 2026-03-31 | → |
| 71 | FILIGREE WEALTH ADVISORS, LLC | 318729 | 404.8% | $209.1M | 3 | 2026-03-31 | → |
| 72 | 1823 PARTNERS (US) LLC | 333927 | 400% | $18.53B | 52 | 2026-03-31 | → |
| 73 | ONE INVESTMENT MANAGEMENT US LLC | 323617 | 400% | $10.08B | 27 | 2026-03-31 | → |
| 74 | GARNET CREDIT MANAGEMENT LLC | 334755 | 400% | $2.30B | 14 | 2026-03-31 | → |
| 75 | MERIDIEM CAPITAL PARTNERS LP | 318498 | 400% | $2.15B | 16 | 2026-03-31 | → |
| 76 | RESOLUTE CAPITAL ASSET PARTNERS LLC | 298866 | 400% | $380.9M | 8 | 2026-03-31 | → |
| 77 | CRECER LLC | 335908 | 400% | $3,517 | 2 | 2026-03-31 | → |
| 78 | ILLUMINATE ADVISERS, LLC | 334292 | 400% | $1,500 | 1 | 2026-02-28 | → |
| 79 | LIFEWEALTH INVESTMENTS, LLC | 332978 | 387.6% | $490.6M | 22 | 2026-03-31 | → |
| 80 | EAST ROCK FINANCIAL SERVICES, LLC | 147949 | 387.2% | $135.8M | 4 | 2026-03-31 | → |
| 81 | COMPREHENSIVE FINANCIAL PLANNING CORPORATION | 107549 | 369.8% | $263.9M | 4 | 2026-03-31 | → |
| 82 | DAVIS CAPITAL MANAGEMENT LLC | 149014 | 367.1% | $259.0M | 5 | 2026-03-31 | → |
| 83 | BOWEN FINANCIAL SERVICES, LLC | 116714 | 362.1% | $191.0M | 3 | 2026-03-31 | → |
| 84 | EVEREST WEALTH MANAGEMENT, LLC | 133823 | 359.7% | $237.4M | 2 | 2026-02-28 | → |
| 85 | DACHTLER WEALTH ADVISORS, LLC | 335863 | 355.3% | $120.4M | 4 | 2026-03-31 | → |
| 86 | BREAKWATER FINANCIAL, LLC | 282401 | 353.2% | $127.9M | 1 | 2026-02-28 | → |
| 87 | ALAMO ADVISORS, LP | 122290 | 351.4% | $3.87B | 15 | 2026-03-31 | → |
| 88 | EQUITY ADVISORS OF KENTUCKY INC | 116398 | 349.2% | $141.6M | 3 | 2026-03-31 | → |
| 89 | CENTERPIECE WEALTH ADVISOR L.L.C. | 296956 | 345.7% | $138.6M | 2 | 2026-03-31 | → |
| 90 | JOHN E. SESTINA AND COMPANY | 108634 | 345.2% | $744.0M | 19 | 2026-03-31 | → |
| 91 | GMO SINGAPORE PTE. LIMITED | 169321 | 344.4% | $2.13B | 15 | 2026-03-31 | → |
| 92 | KINTRA WEALTH, LLC | 299407 | 343% | $1.50B | 35 | 2026-04-30 | → |
| 93 | THE GENWEALTH GROUP, INC. | 154569 | 341.8% | $661.3M | 10 | 2026-03-31 | → |
| 94 | CMG FINANCIAL CONSULTING, LLC | 288359 | 339.8% | $149.6M | 4 | 2026-01-31 | → |
| 95 | DLK INVESTMENT ADVISORS, LLC | 328897 | 331.8% | $140.7M | 2 | 2026-03-31 | → |
| 96 | OUTLOOK WEALTH ADVISORS, LLC | 291465 | 331.8% | $593.7M | 11 | 2026-03-31 | → |
| 97 | FUTUREMONEY RIA, LLC | 329835 | 329.1% | $1.6M | 9 | 2026-03-31 | → |
| 98 | OXFORD CAPITAL MANAGEMENT, INC. | 118359 | 328.6% | $170.0M | 2 | 2026-02-28 | → |
| 99 | NAVPOINT FINANCIAL, INC. | 109432 | 327.6% | $752.2M | 7 | 2026-03-31 | → |
| 100 | ORIGIN INVESTMENT ADVISORY LLC | 305353 | 327.4% | $34.7M | 41 | 2026-03-31 | → |
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