Research Report · 2026-06-30
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
1,000
Total AUM
$6.56T
Median AUM
$450.7M
Latest Filing
2026-06-30
| Rank↕ | Firm Name | CRD↕ | Account Growth↕ | AUM↕ | Employees↕ | Latest Filing | |
|---|---|---|---|---|---|---|---|
| 101 | J.D.T. INC | 146357 | 317.5% | $158.7M | 5 | 2026-02-28 | → |
| 102 | PEPPERTREE CAPITAL MANAGEMENT INC. | 163215 | 316.7% | $7.64B | 39 | 2025-03-31 | → |
| 103 | NETWORTH LITERACY, INC | 326911 | 315.1% | $14.4M | 2 | 2026-01-31 | → |
| 104 | ICONOCLASTIC CAPITAL MANAGEMENT LLC | 310132 | 308.1% | $68.2M | 5 | 2026-03-31 | → |
| 105 | TRAIL FINANCIAL PLANNING LLC | 165063 | 304% | $117.3M | 4 | 2026-03-31 | → |
| 106 | BRINLEY PARTNERS, LP | 316147 | 300% | $6.29B | 22 | 2026-03-31 | → |
| 107 | NEW WAVE LOANS RESIDENTIAL, LLC | 326888 | 300% | $787.4M | 16 | 2026-03-31 | → |
| 108 | GRAFINE CAPITAL HOLDINGS LLC | 309490 | 300% | $775.0M | 14 | 2026-03-31 | → |
| 109 | CADENT MANAGEMENT SERVICES, LLC | 157559 | 300% | $643.5M | 2 | 2026-03-31 | → |
| 110 | MACQUARIE ASSET MANAGEMENT CREDIT ADVISERS US, LLC | 284788 | 300% | $525.6M | 166 | 2026-06-30 | → |
| 111 | MED VENTURE MANAGEMENT, LLC | 335443 | 300% | $495.2M | 8 | 2026-04-30 | → |
| 112 | TAPP FINANCE, INC. | 327980 | 300% | $386.0M | 2 | 2026-06-30 | → |
| 113 | KRF CAPITAL LLC | 328334 | 300% | $205.0M | 5 | 2026-03-31 | → |
| 114 | SERVATUS CAPITAL, LLC | 311428 | 300% | $110.1M | 2 | 2026-03-31 | → |
| 115 | ZEST CAPITAL LLC | 316889 | 300% | $90.6M | 3 | 2026-03-31 | → |
| 116 | VOLUMETRIC ADVISERS INC | 107351 | 300% | $37.6M | 2 | 2026-02-28 | → |
| 117 | RIVO ALTO CAPITAL FUNDING LLC | 162400 | 300% | $27.6M | 13 | 2025-05-31 | → |
| 118 | COLOMB INVESTMENT MANAGEMENT COMPANY, LLC | 140088 | 300% | $4.7M | 8 | 2026-03-31 | → |
| 119 | CANDLESTICK ADVISING TECHNOLOGIES INC. | 333215 | 300% | $40,000 | 2 | 2026-03-31 | → |
| 120 | QUANTIFY CHAOS ADVISORS, LLC | 328864 | 294.4% | $133.2M | 4 | 2026-03-31 | → |
| 121 | COFG ADVISORS, LLC | 333344 | 289.3% | $1.21B | 19 | 2026-02-28 | → |
| 122 | SAVVY ADVISORS, INC. | 318493 | 287.8% | $5.00B | 170 | 2026-03-31 | → |
| 123 | TRUNORTH FINANCIAL LLC | 331614 | 286.2% | $39.0M | 1 | 2026-02-28 | → |
| 124 | BLACK DIAMOND FINANCIAL, LLC | 145108 | 284.5% | $1.37B | 17 | 2026-03-31 | → |
| 125 | FAMILY FIDUCIARY SERVICES, INC. | 146339 | 276.5% | $254.2M | 5 | 2026-03-31 | → |
| 126 | RESTON WEALTH MANAGEMENT, LLC. | 148816 | 275.5% | $589.9M | 8 | 2026-03-31 | → |
| 127 | THE WEALTH ALLIANCE, LLC | 305052 | 275% | $2.10B | 29 | 2026-04-30 | → |
| 128 | EFG ASSET MANAGEMENT (NORTH AMERICA) CORP | 313103 | 275% | $808.9M | 5 | 2026-03-31 | → |
| 129 | MATSON FINANCIAL ADVISORS, INC. | 122480 | 271.9% | $518.9M | 9 | 2026-03-31 | → |
| 130 | ETRE LLC | 121355 | 270% | $216.8M | 3 | 2026-03-31 | → |
| 131 | XXI WEALTH, LLC | 330796 | 268.9% | $531.5M | 5 | 2026-03-31 | → |
| 132 | PRECIDIAN FUNDS LLC | 156974 | 266.7% | $17.0M | 3 | 2026-01-31 | → |
| 133 | BURTON ENRIGHT WELCH | 118376 | 264.9% | $1.55B | 19 | 2026-03-31 | → |
| 134 | COLRAIN CAPITAL LLC | 118098 | 262.5% | $222.2M | 4 | 2026-03-31 | → |
| 135 | CRAMER & RAUCHEGGER, INC. | 164784 | 262.5% | $151.4M | 4 | 2026-02-28 | → |
| 136 | GET MOVING INC | 329172 | 255.4% | $4.1M | 4 | 2026-06-30 | → |
| 137 | RASP WEALTH SOLUTIONS, LLC | 328248 | 253.7% | $105.8M | 2 | 2026-03-31 | → |
| 138 | HUNTERS MOON CAPITAL LLP | 334813 | 250% | $802.6M | 9 | 2026-05-31 | → |
| 139 | GOODLANDER INVESTMENT MANAGEMENT, LLC | 317830 | 250% | $660.5M | 6 | 2026-03-31 | → |
| 140 | PONTA WEALTH PARTNERS, LLC | 330058 | 250% | $208.4M | 2 | 2026-03-31 | → |
| 141 | UP FINANCIAL USA INC. | 326602 | 250% | $4.1M | 5 | 2026-05-31 | → |
| 142 | MUNIFI, LLC | 331613 | 250% | $197,892 | 1 | 2026-03-31 | → |
| 143 | ADAMS WEALTH MANAGEMENT LLC | 286087 | 249.5% | $565.8M | 18 | 2026-04-30 | → |
| 144 | BUCKET LIST WEALTH MANAGEMENT, LLC | 286494 | 247.1% | $224.2M | 2 | 2026-03-31 | → |
| 145 | FAIRFIELD FINANCIAL ADVISORS LTD | 106408 | 243.8% | $333.2M | 4 | 2026-03-31 | → |
| 146 | ADVR, INC | 318823 | 241.6% | $126.8M | 12 | 2026-03-31 | → |
| 147 | JM2 CAPITAL INC. | 292351 | 240.3% | $238.4M | 8 | 2026-03-31 | → |
| 148 | WILLIAM MADISON ADVISORS, INC. | 294782 | 235.6% | $497.7M | 8 | 2026-03-31 | → |
| 149 | MCILRATH & ECK, LLC | 145252 | 235.6% | $1.36B | 19 | 2026-03-31 | → |
| 150 | RICHMOND CAPITAL ADVISORS LLC | 327060 | 233.3% | $927,000 | 1 | 2026-02-28 | → |
| 151 | PRUDENT MAN INVESTMENT MANAGEMENT INC | 104574 | 232.8% | $390.2M | 4 | 2026-03-31 | → |
| 152 | ALINEA INVEST, INC. | 311782 | 229.8% | $66.6M | 10 | 2026-03-31 | → |
| 153 | LCG ASSOCIATES, INC. | 105971 | 229.4% | $2.61B | 58 | 2026-03-31 | → |
| 154 | KAI WEALTH LLC | 332136 | 228.6% | $275.2M | 6 | 2026-04-30 | → |
| 155 | WESTMOUNT PARTNERS, LLC | 158857 | 227.3% | $5.94B | 39 | 2026-05-31 | → |
| 156 | NAVIGATION GROUP LLC | 130982 | 227.2% | $1.01B | 6 | 2026-03-31 | → |
| 157 | QUANTINNO CAPITAL MANAGEMENT LP | 298733 | 225.5% | $60.91B | 53 | 2026-03-31 | → |
| 158 | A.G. CAMPBELL ADVISORY, LLC | 162150 | 223.9% | $403.9M | 5 | 2026-03-31 | → |
| 159 | AP WEALTH MANAGEMENT, LLC | 156417 | 222.4% | $339.6M | 7 | 2026-03-31 | → |
| 160 | MCDONNELL WEALTH MANAGEMENT, LLC | 164252 | 222.1% | $166.7M | 3 | 2026-02-28 | → |
| 161 | CS ADVISORS INC. | 130729 | 222% | $118.0M | 3 | 2026-02-28 | → |
| 162 | MAYFAIR ADVISORY GROUP, LLC | 304668 | 221.2% | $806.4M | 4 | 2026-02-28 | → |
| 163 | GUARDIAN WEALTH ADVISORS, LLC | 305412 | 220.1% | $2.74B | 50 | 2026-03-31 | → |
| 164 | STRAUSS WEALTH ADVISING, INC. | 310512 | 220% | $276.0M | 6 | 2026-02-28 | → |
| 165 | AFFINIUS CAPITAL ADVISORS LLC | 316030 | 218.4% | $31.11B | 298 | 2026-03-31 | → |
| 166 | ABRA CAPITAL MANAGEMENT, LP | 323353 | 218.4% | $334.7M | 40 | 2026-03-31 | → |
| 167 | INTEGRATED QUANTITATIVE INVESTMENTS LLC | 310106 | 216.7% | $844.8M | 6 | 2026-02-28 | → |
| 168 | PUBLIC ADVISORS LLC | 318234 | 216.4% | $18.8M | 44 | 2026-03-31 | → |
| 169 | PLAN2THRIVE FINANCIAL, LLC | 317005 | 215.2% | $147.5M | 4 | 2026-02-28 | → |
| 170 | CHARTER CAPITAL MANAGEMENT, LLC | 35919 | 215.1% | $462.2M | 5 | 2026-03-31 | → |
| 171 | COTTONWOOD VENTURES, LLC | 322366 | 213.7% | $347.3M | 5 | 2026-03-31 | → |
| 172 | PREVAIL WEALTH MANAGEMENT LLC | 164532 | 210.8% | $260.8M | 5 | 2026-03-31 | → |
| 173 | FWL INVESTMENT MANAGEMENT, LLC | 174119 | 209.8% | $1.24B | 7 | 2026-03-31 | → |
| 174 | ASSET DEDICATION, LLC | 151988 | 208.4% | $2.93B | 7 | 2026-03-31 | → |
| 175 | RANGE ADVISORY, LLC | 321969 | 206.5% | $653.9M | 38 | 2026-03-31 | → |
| 176 | GODWIN CAPITAL GROUP, LLC | 316592 | 205.9% | $1.13B | 6 | 2026-03-31 | → |
| 177 | MEADOWBROOK ADVISORS GROUP, LLC | 337223 | 204.7% | $321.0M | 4 | 2026-03-31 | → |
| 178 | INUKSHUK CAPITAL MANAGEMENT INC. | 333697 | 203.3% | $115.7M | 3 | 2026-03-31 | → |
| 179 | DETALUS ADVISORS, LLC | 117958 | 203.3% | $2.22B | 15 | 2026-03-31 | → |
| 180 | L2 ASSET MANAGEMENT, LLC | 172688 | 202.4% | $1.27B | 7 | 2026-03-31 | → |
| 181 | MATERETSKY FINANCIAL GROUP, INC. | 292353 | 200.3% | $720.8M | 9 | 2026-03-31 | → |
| 182 | ROUNDHILL FINANCIAL INC. | 300799 | 200% | $9.59B | 13 | 2026-02-28 | → |
| 183 | FUNDSTRAT CAPITAL LLC | 332163 | 200% | $4.60B | 3 | 2026-03-31 | → |
| 184 | STERLING INVESTMENT PARTNERS ADVISERS, LLC | 156946 | 200% | $3.94B | 24 | 2026-03-31 | → |
| 185 | AIP MANAGEMENT US INC | 322515 | 200% | $2.33B | 2 | 2026-03-31 | → |
| 186 | TALOS EURISKO ASSET MANAGEMENT LP | 332873 | 200% | $1.76B | 6 | 2026-03-31 | → |
| 187 | PAINSWICK CAPITAL MANAGEMENT LP | 333644 | 200% | $1.59B | 6 | 2026-03-31 | → |
| 188 | GRATICULE ASIA MACRO ADVISORS LLC | 170787 | 200% | $1.54B | 18 | 2026-03-31 | → |
| 189 | SHORECLIFF ASSET MANAGEMENT COMPANY LLC | 324111 | 200% | $1.41B | 14 | 2026-03-31 | → |
| 190 | MARKETS INFRASTRUCTURE PARTNERS LP | 335487 | 200% | $1.11B | 6 | 2026-05-31 | → |
| 191 | BEAU VENTURES, LLC | 336355 | 200% | $792.7M | 3 | 2026-03-31 | → |
| 192 | HUNTERS MOON CAPITAL (US) LP | 339386 | 200% | $734.5M | 4 | 2026-04-30 | → |
| 193 | RANGE ROCK CAPITAL LLC | 334203 | 200% | $548.3M | 3 | 2026-03-31 | → |
| 194 | OCM PRIVATE WEALTH, LLC | 332302 | 200% | $338.1M | 8 | 2026-03-31 | → |
| 195 | ELI CIRCLE CAPITAL, LP | 326553 | 200% | $209.0M | 4 | 2026-03-31 | → |
| 196 | COLLABORATIVE FUND ADVISORS, LLC | 327121 | 200% | $144.8M | 11 | 2026-02-28 | → |
| 197 | KINEO CAPITAL LLC | 315019 | 200% | $61.1M | 3 | 2026-03-31 | → |
| 198 | COLUMBUS INVESTMENT ADVISORY INC. | 104595 | 198.1% | $453.7M | 9 | 2026-03-31 | → |
| 199 | EAST END FINANCIAL GROUP, INC. | 110584 | 197.4% | $689.2M | 12 | 2026-02-28 | → |
| 200 | UNIFIMONEY RIA QOZB, LLC | 328842 | 196.8% | $314,000 | 5 | 2026-04-30 | → |
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