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 | |
|---|---|---|---|---|---|---|---|
| 401 | TALLWOODS PARTNERS, LLC | 168865 | 100% | $569.4M | 2 | 2026-03-31 | → |
| 402 | VOYA INVESTMENT MANAGEMENT (UK) LIMITED | 319170 | 100% | $522.1M | 10 | 2026-03-31 | → |
| 403 | ALTIUM INVESTMENT STRATEGIES LLC | 333950 | 100% | $517.7M | 8 | 2026-03-31 | → |
| 404 | GARDEN INVESTMENT MANAGEMENT, L.P. | 330358 | 100% | $507.7M | 8 | 2026-03-31 | → |
| 405 | VERT ASSET MANAGEMENT LLC | 288445 | 100% | $464.4M | 2 | 2026-01-31 | → |
| 406 | BRIGHAM ROYALTIES MANAGEMENT, LLC | 333329 | 100% | $445.6M | 14 | 2026-03-31 | → |
| 407 | HEDGEYE ASSET MANAGEMENT, LLC | 336185 | 100% | $443.4M | 10 | 2026-02-28 | → |
| 408 | PROTIUM CAPITAL LIMITED | 335585 | 100% | $427.0M | 10 | 2026-03-31 | → |
| 409 | MATTERHORN CAPITAL ADVISORS, LLC | 309960 | 100% | $396.4M | 11 | 2026-03-31 | → |
| 410 | ARCHITECT EQUITY MANAGEMENT, LLC | 328703 | 100% | $383.9M | 15 | 2026-03-31 | → |
| 411 | BAYHUNT CAPITAL LLC | 333514 | 100% | $362.1M | 1 | 2026-02-28 | → |
| 412 | CA ADVISER, LLC | 300183 | 100% | $357.7M | 17 | 2026-06-30 | → |
| 413 | OFF THE CHAIN CAPITAL, LLC | 309867 | 100% | $321.0M | 5 | 2026-03-31 | → |
| 414 | CARO INVESTORS MANAGEMENT, LLC | 332085 | 100% | $316.7M | 6 | 2026-03-31 | → |
| 415 | AIGA CAPITAL PARTNERS LLC | 311692 | 100% | $289.2M | 10 | 2026-03-31 | → |
| 416 | ACADIA INFRASTRUCTURE CAPITAL LP | 326032 | 100% | $288.6M | 11 | 2026-03-31 | → |
| 417 | AVATAR CAPITAL MANAGEMENT LLC | 330793 | 100% | $279.6M | 3 | 2026-03-31 | → |
| 418 | FS TACTICAL ADVISOR, LLC | 300214 | 100% | $278.8M | 183 | 2026-06-30 | → |
| 419 | HERITAGE HOLDING MANAGEMENT, LP | 331677 | 100% | $277.7M | 17 | 2026-03-31 | → |
| 420 | BAYPOINTE PARTNERS, LLC | 331273 | 100% | $270.5M | 4 | 2026-03-31 | → |
| 421 | CORINTHIAN CAPITAL GROUP, LLC | 160346 | 100% | $258.8M | 7 | 2026-03-31 | → |
| 422 | EMC CAPITAL MANAGEMENT, LLC | 167761 | 100% | $218.9M | 1 | 2026-03-31 | → |
| 423 | ARCA INVESTMENT MANAGEMENT, LLC | 298298 | 100% | $188.1M | 25 | 2026-03-31 | → |
| 424 | PUBLIC EQUITY PARTNERS, LLC | 126765 | 100% | $187.0M | 1 | 2026-04-30 | → |
| 425 | BARRETT UPTON CAPITAL PARTNERS LLC | 326104 | 100% | $182.3M | 9 | 2026-03-31 | → |
| 426 | TRINITY CAPITAL ADVISER LLC | 326133 | 100% | $157.6M | 106 | 2026-03-31 | → |
| 427 | WALK-ON CAPITAL, LLC | 331407 | 100% | $155.1M | 9 | 2026-03-31 | → |
| 428 | HAVERSTOCK CAPITAL LLP | 340312 | 100% | $139.6M | 5 | 2026-06-30 | → |
| 429 | PEAKSHARES LLC | 329193 | 100% | $110.0M | 4 | 2026-03-31 | → |
| 430 | GSB CAPITAL, LLC | 311571 | 100% | $94.8M | 1 | 2026-04-30 | → |
| 431 | KELLY STRATEGIC MANAGEMENT, LLC | 315259 | 100% | $81.7M | 4 | 2026-03-31 | → |
| 432 | CATHAY CAPITAL NA, LLC | 268816 | 100% | $76.6M | 6 | 2026-03-31 | → |
| 433 | AZURA PARTNERS US LLC | 327986 | 100% | $71.3M | 6 | 2026-06-30 | → |
| 434 | SYGNUS CAPITAL LIMTED | 333428 | 100% | $67.0M | 4 | 2026-03-31 | → |
| 435 | ONE68 GLOBAL CAPITAL, LLC | 284585 | 100% | $50.0M | 4 | 2026-03-31 | → |
| 436 | TOCCATA CAPITAL LLC | 168265 | 100% | $50.0M | 1 | 2026-01-31 | → |
| 437 | KING RIDGE CAPITAL ADVISORS, LLC | 333383 | 100% | $45.1M | 3 | 2026-03-31 | → |
| 438 | CONNETIC RIA LLC | 329078 | 100% | $41.3M | 4 | 2026-06-30 | → |
| 439 | NATIVE AMERICAN FUND ADVISORS LLC | 108149 | 100% | $38.9M | 6 | 2026-04-30 | → |
| 440 | ARCA CAPITAL MANAGEMENT, LLC | 305964 | 100% | $32.8M | 11 | 2026-03-31 | → |
| 441 | INTELLIGENT ALPHA LLC | 332518 | 100% | $27.0M | 1 | 2026-03-31 | → |
| 442 | XCELLERANT VENTURES, LLC | 319671 | 100% | $26.0M | 9 | 2026-03-31 | → |
| 443 | BULLET VENTURES MANAGEMENT LTD | 331216 | 100% | $24.0M | 2 | 2026-02-28 | → |
| 444 | SPARX ASIA INVESTMENT ADVISORS LIMITED | 139172 | 100% | $13.3M | 17 | 2026-03-31 | → |
| 445 | MSA POWER FUNDS LLC | 326791 | 100% | $3.0M | 2 | 2026-03-31 | → |
| 446 | NED DAVIS RESEARCH, INC. | 112260 | 100% | $2.2M | 68 | 2025-12-31 | → |
| 447 | ESMEB INCORPORATED | 152361 | 100% | $26,364 | 1 | 2026-06-30 | → |
| 448 | BLUESPRING WEALTH MANAGEMENT, LLC | 152667 | 99.2% | $4.02B | 41 | 2026-06-30 | → |
| 449 | RADIX ORGANIZATION, INC. | 172791 | 98.6% | $200.1M | 4 | 2026-03-31 | → |
| 450 | HILTON HEAD CAPITAL PARTNERS, LLC | 299375 | 98.3% | $409.5M | 6 | 2026-03-31 | → |
| 451 | NETWORTH ASSET MANAGEMENT, INC | 105145 | 98% | $102.8M | 1 | 2026-03-31 | → |
| 452 | GC WEALTH MANAGEMENT RIA, LLC | 327269 | 96.7% | $5.83B | 44 | 2026-03-31 | → |
| 453 | PRINCIPLY, INC. | 281813 | 96.7% | $62.9M | 15 | 2026-03-31 | → |
| 454 | MCELHENNY SHEFFIELD CAPITAL MANAGEMENT, LLC | 115120 | 96.5% | $663.2M | 7 | 2026-03-31 | → |
| 455 | PRUDENTIAL SELECT STRATEGIES LLC | 286153 | 96.2% | $22.78B | 64 | 2026-03-31 | → |
| 456 | CERTIFIED FINANCIAL STRATEGIES CORPORATION | 114361 | 96.1% | $133.3M | 2 | 2026-03-31 | → |
| 457 | EMBARCADERO FINANCIAL INVESTMENT ADVISORY, LLC | 140929 | 95.4% | $169.8M | 4 | 2026-03-31 | → |
| 458 | REICON WEALTH ADVISORS, LLC | 315043 | 95% | $220.1M | 5 | 2026-03-31 | → |
| 459 | MURPHY & MULLICK CAPITAL MANAGEMENT CORP | 328629 | 94.6% | $174.1M | 2 | 2026-03-31 | → |
| 460 | TEMPO WEALTH, LLC | 336316 | 93.9% | $804.3M | 12 | 2026-03-31 | → |
| 461 | GLENORCHY CAPITAL LIMITED | 305636 | 92.6% | $254.4M | 5 | 2026-03-31 | → |
| 462 | CORNERSTONE INVESTMENT PARTNERS, LLC | 111753 | 91.6% | $2.65B | 15 | 2026-03-31 | → |
| 463 | THEMES MANAGEMENT COMPANY LLC | 323861 | 91.5% | $1.23B | 15 | 2026-03-31 | → |
| 464 | OUTCOME DRIVEN STRATEGIES, LLC | 311398 | 91.3% | $360.4M | 10 | 2026-03-31 | → |
| 465 | BEANSTOX INC. | 291957 | 90.9% | $14.9M | 7 | 2026-03-31 | → |
| 466 | VALUE INVESTMENT PROFESSIONALS, LLC | 164704 | 90.4% | $246.7M | 4 | 2026-03-31 | → |
| 467 | TRACE WEALTH ADVISORS, LLC | 317542 | 90.2% | $295.0M | 1 | 2026-03-31 | → |
| 468 | NEOS INVESTMENT MANAGEMENT, LLC | 321256 | 90% | $21.69B | 35 | 2026-03-31 | → |
| 469 | GUGGENHEIM PARTNERS INVESTMENT MANAGEMENT, LLC | 137432 | 89.7% | $240.66B | 588 | 2026-03-31 | → |
| 470 | ANCHOR POINT FINANCIAL LLC | 334103 | 89.6% | $173.6M | 1 | 2026-02-28 | → |
| 471 | PARKWOODS WEALTH PARTNERS, LLC | 331565 | 88.9% | $1.79B | 46 | 2026-06-30 | → |
| 472 | ROGER WITTLIN INVESTMENT ADVISORY, LLC | 292577 | 88.5% | $348.5M | 4 | 2026-03-31 | → |
| 473 | STEPHEN CRAIG SCHULMERICH | 112547 | 88.5% | $128.5M | 2 | 2026-01-31 | → |
| 474 | CAPITAL FUND MANAGEMENT S.A. | 125780 | 87.5% | $13.38B | 348 | 2026-03-31 | → |
| 475 | TIDE COVE CAPITAL PARTNERS LLC | 327373 | 87.5% | $183.1M | 2 | 2026-03-31 | → |
| 476 | BASSAM WEALTH MANAGEMENT, LLC | 330695 | 87.2% | $241.0M | 3 | 2026-03-31 | → |
| 477 | NORTHROCK PARTNERS, LLC | 167908 | 87.1% | $12.19B | 233 | 2026-03-31 | → |
| 478 | STELAC ADVISORY SERVICES LLC | 145103 | 87% | $6.29B | 21 | 2026-03-31 | → |
| 479 | AMERICAN COMMUNITY WEALTH MANAGEMENT, LLC | 147376 | 86.1% | $195.4M | 5 | 2026-03-31 | → |
| 480 | NEUBERGER BERMAN LOAN ADVISERS IV LLC | 324282 | 85.7% | $6.07B | 3 | 2026-03-31 | → |
| 481 | BLACK TORO LLC | 315289 | 85.7% | $345.1M | 15 | 2026-03-31 | → |
| 482 | SPECTRUM FINANCIAL INC | 105618 | 85.3% | $236.5M | 9 | 2026-03-31 | → |
| 483 | BLACKRIDGE ASSET MANAGEMENT, LLC | 277085 | 85.1% | $370.3M | 72 | 2026-05-31 | → |
| 484 | DOUGLASS WINTHROP ADVISORS LLC | 108680 | 84.6% | $6.46B | 34 | 2026-03-31 | → |
| 485 | ICW HOLDINGS, LLC | 319296 | 83.9% | $136.2M | 7 | 2026-03-31 | → |
| 486 | HERITAGE ASSET MANAGEMENT, LLC | 323344 | 83.4% | $155.0M | 2 | 2026-01-31 | → |
| 487 | ARAX ADVISORY PARTNERS, LLC | 133535 | 83.4% | $23.18B | 319 | 2026-06-30 | → |
| 488 | PLEASANT LAKE PARTNERS LLC | 304281 | 83.3% | $2.06B | 19 | 2026-03-31 | → |
| 489 | GORDIAN CAPITAL JAPAN LIMITED | 309108 | 83.3% | $1.82B | 23 | 2026-03-31 | → |
| 490 | ILS ADVISORY SERVICES, LLC | 333054 | 83.3% | $1.58B | 6 | 2026-03-31 | → |
| 491 | AVATHON CAPITAL MANAGEMENT LP | 332243 | 83.3% | $598.6M | 10 | 2026-03-31 | → |
| 492 | GLOBAL PORTFOLIO SOLUTIONS, INC. | 333381 | 83.3% | $127.7M | 3 | 2026-03-31 | → |
| 493 | FARTHER FINANCE ADVISORS, LLC | 302050 | 83.2% | $16.01B | 571 | 2026-03-31 | → |
| 494 | HERBERT J. SIMS CAPITAL MANAGEMENT, INC. | 134510 | 83.2% | $436.9M | 30 | 2026-04-30 | → |
| 495 | ATEGENOS CAPITAL, LLC | 326708 | 83.1% | $1.07B | 13 | 2026-03-31 | → |
| 496 | HARVEST INVESTMENT CONSULTANTS LLC | 110258 | 83.1% | $549.0M | 12 | 2026-03-31 | → |
| 497 | DIGITAL WEALTH PARTNERS LLC | 328627 | 82.5% | $555.1M | 26 | 2026-03-31 | → |
| 498 | GREENWOOD INVESTMENT ADVISORS, LLC | 327470 | 81.9% | $229,197 | 2 | 2026-04-30 | → |
| 499 | BULLSEYE IG LLC | 333284 | 81.6% | $55.6M | 1 | 2026-01-31 | → |
| 500 | ST BERNARD ASSET MANAGEMENT, INC. | 307770 | 81.6% | $27.4M | 1 | 2026-02-28 | → |
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