Research Report · 2026-06-30
Fastest Growing Registered Investment Advisers by Headcount
SEC-registered investment advisers ranked by percentage growth in reported employee count between their latest and prior ADV Part 1 filings.
Firms
1,000
Total AUM
$14.77T
Median AUM
$329.2M
Latest Filing
2026-06-30
| Rank↕ | Firm Name | CRD↕ | Employee Growth↕ | AUM↕ | Employees↕ | Latest Filing | |
|---|---|---|---|---|---|---|---|
| 901 | ALSWORTH CAPITAL MANAGEMENT, LLC | 281417 | 33.3% | $116.7M | 8 | 2026-03-31 | → |
| 902 | KB FINANCIAL ADVISORS LLC | 134374 | 33.3% | $115.5M | 4 | 2026-02-28 | → |
| 903 | FARRCREST CAPITAL LLC | 340912 | 33.3% | $110.5M | 4 | 2026-06-30 | → |
| 904 | STAGE WEALTH MANAGEMENT, INC. | 320774 | 33.3% | $103.5M | 4 | 2026-03-31 | → |
| 905 | SOCIAL INVESTMENT MANAGERS AND ADVISORS, LLC | 309110 | 33.3% | $100.6M | 4 | 2026-03-31 | → |
| 906 | KANE FINANCIAL, LLC | 291231 | 33.3% | $75.2M | 4 | 2026-03-31 | → |
| 907 | ALOOOLA, LLC | 325090 | 33.3% | $51.2M | 4 | 2026-03-31 | → |
| 908 | TABERNACLE EQUITY MANAGEMENT LLC | 336248 | 33.3% | $41.5M | 8 | 2026-03-31 | → |
| 909 | PATTERSON PARTNERS LTD. | 305859 | 33.3% | $31.5M | 4 | 2025-09-30 | → |
| 910 | GBG WEALTH MANAGEMENT LLC | 333368 | 33.3% | $23.8M | 4 | 2026-03-31 | → |
| 911 | CHANAKYA CAPITAL PARTNERS IFSC LLP | 337457 | 33.3% | $19.0M | 4 | 2026-06-30 | → |
| 912 | BUENA CAPITAL ADVISORS LLC | 328122 | 33.3% | $12.6M | 4 | 2026-03-31 | → |
| 913 | GET MOVING INC | 329172 | 33.3% | $4.1M | 4 | 2026-06-30 | → |
| 914 | SANDLOT PRIVATE WEALTH LLC | 335925 | 33.3% | $305,047 | 4 | 2026-03-31 | → |
| 915 | MOSTT INC. | 332063 | 33.3% | $254,054 | 4 | 2026-03-31 | → |
| 916 | PROPHET EQUITY MANAGEMENT LLC | 163214 | 33.3% | $0 | 8 | 2026-03-31 | → |
| 917 | CHARLESBRIDGE ADVISORS, LLC | 341159 | 33.3% | $0 | 4 | 2026-06-30 | → |
| 918 | NAVIGATE PRIVATE FUND ADVISORS LLC | 313687 | 33.3% | $0 | 4 | 2026-02-28 | → |
| 919 | CHIRON INVESTMENT MANAGEMENT, LLC | 277165 | 32.8% | $440.2M | 89 | 2025-03-31 | → |
| 920 | HUDSON BAY CAPITAL MANAGEMENT LP | 155910 | 32.3% | $40.71B | 418 | 2026-03-31 | → |
| 921 | OLYMPUS CAPITAL HOLDINGS ASIA LLC | 157522 | 32.3% | $852.1M | 41 | 2026-04-30 | → |
| 922 | SUPERSTATE ADVISERS LLC | 336188 | 32% | $1.25B | 33 | 2026-03-31 | → |
| 923 | STEPSTONE GROUP PRIVATE WEALTH LLC | 305881 | 32% | $17.93B | 128 | 2026-06-30 | → |
| 924 | NX1 CAPITAL LP | 339026 | 31.8% | $2.86B | 29 | 2026-03-31 | → |
| 925 | CAZ INVESTMENTS L.P. | 113931 | 31.7% | $10.83B | 83 | 2026-03-31 | → |
| 926 | CAZ INVESTMENTS REGISTERED ADVISER LLC | 327614 | 31.7% | $540.6M | 83 | 2026-03-31 | → |
| 927 | LEGACY ADVISORS, LLC | 139830 | 31.6% | $5.17B | 50 | 2026-03-31 | → |
| 928 | FOW PARTNERS, LP | 329051 | 31.6% | $747.3M | 25 | 2026-03-31 | → |
| 929 | BURGESS INVESTMENT GROUP, LLC | 318698 | 31.6% | $147.1M | 25 | 2026-06-30 | → |
| 930 | RSG INVESTMENTS LLC | 323527 | 31.6% | $140.5M | 25 | 2026-03-31 | → |
| 931 | SUNSTONE ADVISORS, LLC | 324002 | 31.6% | $122.8M | 25 | 2026-03-31 | → |
| 932 | UNITED CAPITAL MANAGEMENT OF KANSAS, INC. | 157755 | 31.4% | $884.8M | 46 | 2026-03-31 | → |
| 933 | EVERVIEW PARTNERS, L.P. | 334067 | 31.3% | $949.8M | 21 | 2026-03-31 | → |
| 934 | LINCHRIS CAPITAL MANAGEMENT, LLC | 291898 | 31.3% | $528.3M | 21 | 2025-03-31 | → |
| 935 | COLONIAL RIVER INVESTMENTS, LLC | 284839 | 31.3% | $464.4M | 21 | 2026-03-31 | → |
| 936 | CLOVER CREDIT MANAGEMENT, LLC | 307632 | 31.2% | $3.47B | 711 | 2026-03-31 | → |
| 937 | BLACKSTONE LIQUID CREDIT ADVISORS I LLC | 152294 | 30.9% | $51.63B | 711 | 2026-03-31 | → |
| 938 | SYON CAPITAL LLC | 322776 | 30.8% | $4.38B | 17 | 2026-03-31 | → |
| 939 | THE NEMES RUSH GROUP, LLC | 312554 | 30.8% | $1.62B | 17 | 2026-03-31 | → |
| 940 | CC MANAGEMENT GP, LLC | 168693 | 30.8% | $1.39B | 17 | 2026-03-31 | → |
| 941 | CLEARHAVEN PARTNERS LP | 309219 | 30.8% | $1.04B | 17 | 2026-03-31 | → |
| 942 | ACADIAN ASSET MANAGEMENT (SINGAPORE) PTE LTD | 323400 | 30.8% | $697.9M | 17 | 2026-03-31 | → |
| 943 | COMPASS GROUP INVESTMENTS SOLUTIONS LLC | 305680 | 30.8% | $526.8M | 17 | 2026-03-31 | → |
| 944 | ACP CAPITAL MANAGEMENT, LLC | 138556 | 30.8% | $360.3M | 17 | 2026-03-31 | → |
| 945 | HERITAGE HOLDING MANAGEMENT, LP | 331677 | 30.8% | $277.7M | 17 | 2026-03-31 | → |
| 946 | BLACKSTONE ASSET BASED FINANCE ADVISORS LP | 120934 | 30.4% | $70.45B | 677 | 2026-03-31 | → |
| 947 | MONTAG A & ASSOCIATES INC | 105756 | 30.4% | $2.97B | 30 | 2026-03-31 | → |
| 948 | VESTWELL ADVISORS LLC | 284173 | 30.4% | $1.03B | 30 | 2026-04-30 | → |
| 949 | ELEVATED CAPITAL ADVISORS, LLC | 226721 | 30.4% | $499.1M | 30 | 2026-03-31 | → |
| 950 | GRIMES & COMPANY WEALTH MANAGEMENT, LLC | 109420 | 30.2% | $6.30B | 69 | 2026-03-31 | → |
| 951 | CORIENT PRIVATE WEALTH LLC | 319448 | 30.1% | $165.25B | 1,537 | 2026-03-31 | → |
| 952 | NOMURA INVESTMENT MANAGEMENT BUSINESS TRUST | 105390 | 30.1% | $144.04B | 778 | 2026-06-30 | → |
| 953 | FTA ASSET MANAGEMENT, LLC | 332377 | 30% | $1.01B | 13 | 2026-03-31 | → |
| 954 | TOTAL CLARITY WEALTH MANAGEMENT, INC | 142728 | 30% | $755.4M | 26 | 2026-03-31 | → |
| 955 | MACHINE INVESTMENT GROUP, LP | 315219 | 30% | $623.7M | 13 | 2026-03-31 | → |
| 956 | CURIO WEALTH, LLC | 328178 | 30% | $460.7M | 13 | 2026-03-31 | → |
| 957 | GAMMA ASSET MANAGEMENT LLC | 300050 | 30% | $424.8M | 13 | 2026-02-28 | → |
| 958 | CAMBER PARTNERS MANAGEMENT LLC | 309328 | 30% | $378.8M | 13 | 2026-03-31 | → |
| 959 | RETIREMENT FINANCIAL SOLUTIONS, LLC | 285347 | 30% | $361.7M | 26 | 2026-03-31 | → |
| 960 | BOOMFISH WEALTH GROUP, LLC | 159201 | 30% | $214.4M | 13 | 2026-03-31 | → |
| 961 | RATHBONES INVESTMENT MANAGEMENT LIMITED | 124925 | 29.8% | $135.09B | 1,715 | 2026-03-31 | → |
| 962 | AXONIC CAPITAL LLC | 159518 | 29.8% | $9.96B | 74 | 2026-03-31 | → |
| 963 | BAIN CAPITAL INSURANCE SOLUTIONS, LP | 305575 | 29.7% | $5.39B | 48 | 2026-03-31 | → |
| 964 | PRINCETON GLOBAL ASSET MANAGEMENT LLC | 146644 | 29.4% | $921.3M | 22 | 2026-03-31 | → |
| 965 | EDEN GLOBAL ADVISORS LLC | 317761 | 29.4% | $285.6M | 22 | 2026-03-31 | → |
| 966 | HOLLYPORT CAPITAL LLP | 289306 | 29.2% | $12.20B | 84 | 2026-06-30 | → |
| 967 | DAYMARK WEALTH PARTNERS, LLC | 320878 | 29% | $5.04B | 40 | 2026-02-28 | → |
| 968 | GUARDIAN PARTNERS INC. | 324189 | 28.8% | $3.29B | 76 | 2026-03-31 | → |
| 969 | MSRESS III MANAGER, L.L.C. | 138602 | 28.7% | $39.6M | 372 | 2026-03-31 | → |
| 970 | VALUE ALIGNED RESEARCH ADVISORS, LLC | 319135 | 28.6% | $9.14B | 9 | 2026-03-31 | → |
| 971 | JLL PARTNERS LLC | 285186 | 28.6% | $7.40B | 36 | 2026-03-31 | → |
| 972 | MESARETE CAPITAL LLP | 314600 | 28.6% | $4.75B | 27 | 2026-06-30 | → |
| 973 | VALIDUS CAPITAL LLC | 319212 | 28.6% | $2.54B | 18 | 2026-03-31 | → |
| 974 | TRAPHAGEN INVESTMENT ADVISORS LLC | 107764 | 28.6% | $2.28B | 18 | 2026-03-31 | → |
| 975 | KEEBECK PARTNERS, LLC | 297496 | 28.6% | $2.03B | 9 | 2026-03-31 | → |
| 976 | RAFFA WEALTH MANAGEMENT LLC | 136971 | 28.6% | $1.70B | 9 | 2026-03-31 | → |
| 977 | PR MORTGAGE INVESTMENT MANAGEMENT, LLC | 313210 | 28.6% | $1.54B | 9 | 2026-03-31 | → |
| 978 | KIMELMAN & BAIRD, LLC | 2440 | 28.6% | $1.48B | 9 | 2026-04-30 | → |
| 979 | RIZVI TRAVERSE MANAGEMENT, LLC | 160733 | 28.6% | $1.29B | 9 | 2026-03-31 | → |
| 980 | ARQ WEALTH ADVISORS, LLC | 147351 | 28.6% | $1.11B | 18 | 2026-04-30 | → |
| 981 | JT STRATFORD, LLC | 155629 | 28.6% | $1.01B | 18 | 2026-03-31 | → |
| 982 | ASTORIA PORTFOLIO ADVISORS LLC | 288271 | 28.6% | $977.6M | 9 | 2026-03-31 | → |
| 983 | B&T CAPITAL MANAGEMENT, INCORPORATED | 121703 | 28.6% | $871.4M | 9 | 2026-03-31 | → |
| 984 | THE ADVISORY GROUP OF SAN FRANCISCO, LLC | 108110 | 28.6% | $809.9M | 9 | 2026-03-31 | → |
| 985 | CREEKMUR ASSET MANAGEMENT, LLC | 306903 | 28.6% | $800.0M | 36 | 2026-03-31 | → |
| 986 | CASTLE HARLAN, INC. | 158106 | 28.6% | $678.0M | 27 | 2026-03-31 | → |
| 987 | HARRADEN CIRCLE INVESTMENTS, LLC | 310227 | 28.6% | $562.9M | 9 | 2026-03-31 | → |
| 988 | COUNCIL CAPITAL FUNDS MANAGEMENT, LLC | 174036 | 28.6% | $518.6M | 18 | 2026-03-31 | → |
| 989 | TAURUS PRIVATE MARKETS, LLC | 300786 | 28.6% | $508.7M | 9 | 2026-03-31 | → |
| 990 | ENDOWMENT ADVISERS, L.P. | 129346 | 28.6% | $499.7M | 9 | 2026-06-30 | → |
| 991 | MAIN CAPITAL PARTNERS NORTH AMERICA LLC | 329886 | 28.6% | $471.6M | 9 | 2026-03-31 | → |
| 992 | RISE ADVISORS, LLC | 309760 | 28.6% | $441.2M | 9 | 2026-03-31 | → |
| 993 | KINGSMARK PRIVATE FINANCIAL ADVISORS, LLC | 146655 | 28.6% | $406.5M | 9 | 2026-03-31 | → |
| 994 | ORBIS INVESTMENT MANAGEMENT (U.S.), L.P. | 158511 | 28.6% | $405.4M | 18 | 2026-03-31 | → |
| 995 | LIFEPLAN INVESTMENT ADVISORS, INC | 144157 | 28.6% | $326.0M | 9 | 2026-03-31 | → |
| 996 | THREE CORD TRUE WEALTH MANAGEMENT, LLC | 307480 | 28.6% | $317.9M | 9 | 2026-05-31 | → |
| 997 | HENDERSHOTT WEALTH MANAGEMENT, LLC | 170839 | 28.6% | $305.8M | 9 | 2026-02-28 | → |
| 998 | TRACTION FINANCIAL PARTNERS, LLC | 315215 | 28.6% | $288.4M | 9 | 2026-03-31 | → |
| 999 | MARTIN NELSON & CO., INC. | 2903 | 28.6% | $287.3M | 9 | 2026-03-31 | → |
| 1000 | COMPASS FINANCIAL ADVISORS LLC | 109131 | 28.6% | $282.5M | 9 | 2026-03-31 | → |
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