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 | |
|---|---|---|---|---|---|---|---|
| 301 | 325 CAPITAL LLC | 310762 | 133.3% | $337.8M | 7 | 2026-03-31 | → |
| 302 | SYMPHONY WEALTH MANAGEMENT, LLC. | 283794 | 133.3% | $111.7M | 3 | 2026-04-30 | → |
| 303 | HALO INVESTMENT SERVICES, LLC | 325613 | 133.3% | $60.0M | 24 | 2026-03-31 | → |
| 304 | CHILDFREE WEALTH, LLC | 316489 | 133.3% | $20.7M | 10 | 2026-01-31 | → |
| 305 | PRESTON WEALTH ADVISORS, LLC. | 165983 | 132.5% | $286.0M | 5 | 2026-03-31 | → |
| 306 | ZANBATO ADVISORS LLC | 311620 | 132% | $2.08B | 11 | 2025-12-31 | → |
| 307 | RICHLINE CAPITAL MANAGEMENT INC. | 337765 | 131.8% | $23.0M | 4 | 2026-03-31 | → |
| 308 | CUTTER FINANCIAL GROUP LLC | 290016 | 131.5% | $216.9M | 6 | 2026-03-31 | → |
| 309 | ESTATE & TRUST ADVISORS, INC. | 123802 | 130.8% | $256.5M | 6 | 2026-03-31 | → |
| 310 | INNOVATIVE ASSET ADVISORS GROUP, LLC | 336773 | 129.7% | $297.9M | 13 | 2026-03-31 | → |
| 311 | FTA ASSET MANAGEMENT, LLC | 332377 | 128.6% | $1.01B | 13 | 2026-03-31 | → |
| 312 | MANN FINANCIAL SERVICES, INC. | 297878 | 128.3% | $395.5M | 5 | 2026-02-28 | → |
| 313 | GF INTERNATIONAL INVESTMENT MANAGEMENT LIMITED | 170990 | 126.3% | $2.39B | 35 | 2026-03-31 | → |
| 314 | STRATEGY FINANCIAL SERVICES, LLC | 164531 | 125.8% | $366.7M | 20 | 2026-03-31 | → |
| 315 | SALTMARSH FINANCIAL ADVISORS, LLC | 132248 | 125.2% | $356.5M | 6 | 2026-03-31 | → |
| 316 | TREXQUANT INVESTMENT LP | 170476 | 125% | $13.48B | 167 | 2026-03-31 | → |
| 317 | APPLIED FINANCE ADVISORS, LLC | 140054 | 125% | $2.05B | 6 | 2026-03-31 | → |
| 318 | BAILLIE GIFFORD INTERNATIONAL LLC | 305849 | 125% | $1.81B | 21 | 2026-06-30 | → |
| 319 | RECKONER CAPITAL MANAGEMENT LLC | 333863 | 125% | $273.4M | 26 | 2026-03-31 | → |
| 320 | V-SQUARE QUANTITATIVE MANAGEMENT LLC | 310355 | 122.7% | $1.42B | 5 | 2026-03-31 | → |
| 321 | WAVVEST WEALTH LLC | 332096 | 122.7% | $268.5M | 4 | 2026-05-31 | → |
| 322 | BLAKESLEE & BLAKESLEE FINANCIAL ADVISERS INC. | 287683 | 122.7% | $423.0M | 8 | 2026-03-31 | → |
| 323 | CURA & SENECTUS INVESTMENT AG | 294103 | 122.2% | $146.2M | 8 | 2026-02-28 | → |
| 324 | GOELZER INVESTMENT MANAGEMENT, INC. | 44402 | 121.8% | $4.51B | 34 | 2026-03-31 | → |
| 325 | LJI WEALTH MANAGEMENT, LLC | 145399 | 121.6% | $1.37B | 13 | 2026-03-31 | → |
| 326 | VERECAN CAPITAL MANAGEMENT INC. | 336801 | 121.6% | $692.7M | 39 | 2026-03-31 | → |
| 327 | CAUSEWAY CAPITAL MANAGEMENT LLC | 113308 | 121.6% | $62.24B | 103 | 2026-03-31 | → |
| 328 | INCOME FOCUS PORTFOLIO MANAGEMENT, LLC | 165477 | 121% | $362.5M | 3 | 2026-02-28 | → |
| 329 | BELLWETHER INVESTMENT GROUP, LLC | 148114 | 120.4% | $155.1M | 6 | 2026-02-28 | → |
| 330 | WEALTHCARE ASSET MANAGEMENT, LLC | 170382 | 119.7% | $210.8M | 6 | 2026-04-30 | → |
| 331 | PANTERA CAPITAL PARTNERS LP | 284342 | 118.8% | $3.96B | 72 | 2026-03-31 | → |
| 332 | FINANCIAL NETWORK WEALTH ADVISORS LLC | 318842 | 118.7% | $515.4M | 6 | 2026-03-31 | → |
| 333 | OPINICUS CAPITAL, INC. | 168344 | 118% | $297.1M | 7 | 2026-03-31 | → |
| 334 | ROSCI LAMB, LLC | 337278 | 117.6% | $65.0M | 1 | 2026-01-31 | → |
| 335 | ESSENTIAL PARTNERS LLC | 315959 | 117.6% | $401.1M | 2 | 2026-03-31 | → |
| 336 | PARE PARTNERS II LLC | 327575 | 116.7% | $210.0M | 20 | 2026-03-31 | → |
| 337 | WITT FINANCIAL GROUP, LLC | 156462 | 116.5% | $160.5M | 6 | 2026-03-31 | → |
| 338 | COPLEY INVESTMENT MANAGEMENT, LLC | 118014 | 116.1% | $307.3M | 1 | 2026-03-31 | → |
| 339 | VALLEY FINANCIAL MANAGEMENT, INC. | 105387 | 115% | $473,254 | 124 | 2026-02-28 | → |
| 340 | LIGHTHOUSE WEALTH MANAGEMENT, INC. | 157925 | 114.5% | $237.6M | 5 | 2026-01-31 | → |
| 341 | FORMENTERA PARTNERS LP | 311055 | 114.3% | $3.29B | 11 | 2026-03-31 | → |
| 342 | GENNX360 MANAGEMENT COMPANY, LLC | 160331 | 114.3% | $2.69B | 21 | 2026-03-31 | → |
| 343 | ADVISORENGINE PORTFOLIO SOLUTIONS INC. | 336317 | 114.2% | $176.4M | 1 | 2026-06-30 | → |
| 344 | MBE WEALTH MANAGEMENT, LLC | 165516 | 113.9% | $977.1M | 18 | 2026-02-28 | → |
| 345 | DOUBLE DUTY MONEY MANAGEMENT LLC | 326792 | 112.5% | $83.7M | 4 | 2026-01-31 | → |
| 346 | RMR WEALTH MANAGEMENT | 152266 | 111.5% | $195.4M | 7 | 2026-03-31 | → |
| 347 | TUTTLE CAPITAL MANAGEMENT, LLC | 164937 | 111.1% | $3.91B | 14 | 2026-01-31 | → |
| 348 | POWER ASSET MANAGEMENT LLC | 128580 | 110.5% | $175.0M | 1 | 2026-03-31 | → |
| 349 | PENSIONBEE INC. | 331741 | 110.4% | $4.0M | 15 | 2026-03-31 | → |
| 350 | SCARBOROUGH ADVISORS, LLC | 169517 | 110.3% | $1.64B | 23 | 2026-03-31 | → |
| 351 | TWO SIGMA INVESTMENTS, LP | 137137 | 110% | $232.82B | 1,555 | 2026-03-31 | → |
| 352 | GREENWAY FINANCIAL, LLC | 288864 | 109.7% | $151.4M | 4 | 2026-02-28 | → |
| 353 | WISE WEALTH MANAGEMENT, LLC | 133614 | 109.4% | $130.1M | 2 | 2026-03-31 | → |
| 354 | 49 WEALTH MANAGEMENT, LLC | 319484 | 109.3% | $1.40B | 167 | 2026-03-31 | → |
| 355 | BERNHARD CAPITAL PARTNERS MANAGEMENT, LP | 168155 | 109.1% | $6.58B | 42 | 2026-03-31 | → |
| 356 | PINNACLE WEALTH MANAGEMENT PARTNERS, INC. | 166853 | 108.8% | $118.1M | 4 | 2026-03-31 | → |
| 357 | FC360 WEALTH MANAGEMENT, INC. | 171788 | 108.8% | $158.2M | 1 | 2026-03-31 | → |
| 358 | BRIDGES CAPITAL LLC | 297718 | 108.2% | $251.6M | 1 | 2026-01-31 | → |
| 359 | MGO ONE SEVEN LLC | 283087 | 107.8% | $7.72B | 264 | 2026-04-30 | → |
| 360 | FRUITFUL ADVISORY, LLC | 322603 | 106.7% | $25.2M | 44 | 2026-03-31 | → |
| 361 | VANTUS WEALTH LLC | 337216 | 106.6% | $439.8M | 15 | 2026-02-28 | → |
| 362 | ALESSANDRA CAPITAL MANAGEMENT, LLC | 123305 | 105.4% | $153.5M | 3 | 2026-03-31 | → |
| 363 | EVESTIA LLC | 313074 | 105.4% | $33.3M | 2 | 2026-04-30 | → |
| 364 | THE JENKINS FINANCIAL GROUP, INC. | 125941 | 105.4% | $270.1M | 5 | 2026-03-31 | → |
| 365 | NINEPOINTTWO CAPITAL LLC | 297270 | 104.5% | $314.8M | 2 | 2026-02-28 | → |
| 366 | BISON CREEK WEALTH MANAGEMENT LLC | 314991 | 103.8% | $317.3M | 1 | 2026-03-31 | → |
| 367 | OUTLOOK CAPITAL MANAGEMENT, LLC | 132339 | 103.6% | $147.4M | 2 | 2026-03-31 | → |
| 368 | BAROMETER CAPITAL MANAGEMENT INC. | 156409 | 102.1% | $737.0M | 25 | 2026-04-30 | → |
| 369 | MARTIN CAPITAL PARTNERS, LLC | 153452 | 102% | $290.5M | 4 | 2026-03-31 | → |
| 370 | IKE CAPITAL, LLC | 132473 | 101.7% | $257.4M | 3 | 2026-03-31 | → |
| 371 | BROOKTREE CAPITAL MANAGEMENT INC. | 114173 | 101.4% | $138.9M | 2 | 2026-03-31 | → |
| 372 | SIKICH CAPITAL MANAGEMENT LLC | 142640 | 100.8% | $1.18B | 22 | 2026-03-31 | → |
| 373 | AWM FINANCIAL SERVICES INC. | 144351 | 100.7% | $320.6M | 19 | 2026-03-31 | → |
| 374 | OC INVESTMENT MANAGEMENT LP | 314948 | 100% | $75.93B | 15 | 2026-05-31 | → |
| 375 | JAIN GLOBAL LLC | 330309 | 100% | $32.39B | 427 | 2026-03-31 | → |
| 376 | BXMT ADVISORS L.L.C. | 288050 | 100% | $20.00B | 207 | 2026-03-31 | → |
| 377 | SILVERBAY CAPITAL MANAGEMENT LLC | 151259 | 100% | $16.06B | 82 | 2026-03-31 | → |
| 378 | SMITH CAPITAL INVESTORS, LLC | 294402 | 100% | $13.11B | 30 | 2026-02-28 | → |
| 379 | INTERCONTINENTAL REAL ESTATE CORPORATION | 112332 | 100% | $12.18B | 122 | 2026-03-31 | → |
| 380 | ALPINVEST PRIVATE EQUITY INVESTMENT MANAGEMENT, LLC | 322058 | 100% | $4.47B | 290 | 2026-02-28 | → |
| 381 | VALLEY FORGE CAPITAL MANAGEMENT, LP | 162953 | 100% | $4.45B | 9 | 2026-03-31 | → |
| 382 | TREMBLANT ADVISORS LP | 330605 | 100% | $3.27B | 19 | 2026-03-31 | → |
| 383 | COLLER PRIVATE MARKET SECONDARIES ADVISORS, LLC | 328015 | 100% | $1.85B | 25 | 2026-06-30 | → |
| 384 | FORA CAPITAL, LLC | 295393 | 100% | $1.67B | 8 | 2026-03-31 | → |
| 385 | ARIEL ALTERNATIVES, LLC | 314178 | 100% | $1.51B | 57 | 2026-03-31 | → |
| 386 | METACAPITAL MANAGEMENT, L.P. | 138405 | 100% | $1.31B | 8 | 2026-03-31 | → |
| 387 | WILLOW TREE CAPITAL CORP ADVISORS LLC | 328528 | 100% | $1.17B | 21 | 2026-03-31 | → |
| 388 | ABRY PARTNERS III, LLC | 323712 | 100% | $1.11B | 100 | 2026-03-31 | → |
| 389 | COUNTERPOINTE INVESTMENT MANAGEMENT LLC | 333864 | 100% | $1.07B | 36 | 2026-03-31 | → |
| 390 | EQUALITY ASSET MANAGEMENT, LP | 300710 | 100% | $1.03B | 10 | 2026-03-31 | → |
| 391 | RUDIUS MANAGEMENT, L.P. | 305465 | 100% | $955.8M | 5 | 2026-03-31 | → |
| 392 | GROUND SWELL CAPITAL, LLC | 159812 | 100% | $949.2M | 10 | 2026-03-31 | → |
| 393 | FALCONPOINT CAPITAL PARTNERS LLC | 327260 | 100% | $845.1M | 8 | 2026-03-31 | → |
| 394 | FAI CAPITAL MANAGEMENT | 147025 | 100% | $842.1M | 5 | 2026-03-31 | → |
| 395 | POLEN CAPITAL CLO MANAGEMENT, LLC | 330470 | 100% | $808.4M | 46 | 2026-03-31 | → |
| 396 | INVESTMENT PERFORMANCE SERVICES LLC | 105527 | 100% | $763.7M | 34 | 2026-03-31 | → |
| 397 | SSW PARTNERS LP | 325761 | 100% | $646.4M | 5 | 2026-03-31 | → |
| 398 | TURAS CAPITAL MANAGEMENT LP | 336516 | 100% | $613.5M | 2 | 2026-01-31 | → |
| 399 | KAH CAPITAL MANAGEMENT, LLC | 298287 | 100% | $605.3M | 8 | 2026-03-31 | → |
| 400 | ALIGNMENT GROWTH MANAGEMENT LLC | 319136 | 100% | $593.2M | 10 | 2026-03-31 | → |
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