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 | |
|---|---|---|---|---|---|---|---|
| 301 | MFP FINANCIAL SERVICES, LLC | 331681 | 66.7% | $361.0M | 5 | 2026-03-31 | → |
| 302 | GUGGENHEIM PRIVATE INVESTMENTS, LLC | 331479 | 66.7% | $349.5M | 5 | 2026-03-31 | → |
| 303 | AULL & MONROE INVESTMENT MANAGEMENT CORP | 104830 | 66.7% | $323.2M | 5 | 2026-03-31 | → |
| 304 | RIA SERVICES, LLC | 281520 | 66.7% | $276.1M | 5 | 2026-03-31 | → |
| 305 | HARBOUR WEALTH MANAGEMENT GROUP, INC. | 314496 | 66.7% | $266.2M | 5 | 2026-05-31 | → |
| 306 | NORTHERN LIGHTS ADVISORS, INC | 167824 | 66.7% | $258.9M | 5 | 2026-03-31 | → |
| 307 | AVICENE INVESTMENT MANAGEMENT LP | 339617 | 66.7% | $256.5M | 5 | 2026-03-31 | → |
| 308 | LUEDTKE & ASSOCIATES LLC | 337424 | 66.7% | $248.2M | 5 | 2026-01-31 | → |
| 309 | BURRUS FINANCIAL SERVICES, INC. | 141435 | 66.7% | $240.7M | 5 | 2026-03-31 | → |
| 310 | ARLINGTON CAPITAL MANAGEMENT, INC. | 114801 | 66.7% | $235.9M | 5 | 2026-03-31 | → |
| 311 | CALDERWOOD FINANCIAL STRATEGIES, INC. | 313466 | 66.7% | $228.5M | 5 | 2026-03-31 | → |
| 312 | RETIREMITTEN FINANCIAL LLC | 300779 | 66.7% | $213.8M | 5 | 2026-03-31 | → |
| 313 | CAPITAL ASSET MANAGEMENT, LLC | 284505 | 66.7% | $208.8M | 5 | 2026-03-31 | → |
| 314 | CATOCTIN RIDGE WEALTH PARTNER, LLC | 333113 | 66.7% | $199.0M | 5 | 2026-03-31 | → |
| 315 | ATTENTIVE INVESTMENTS, LLC | 315478 | 66.7% | $197.5M | 5 | 2026-02-28 | → |
| 316 | SPURSTONE ADVISORY SERVICES, LLC | 284158 | 66.7% | $192.1M | 5 | 2026-03-31 | → |
| 317 | SILICON BEACH WEALTH, LLC | 310051 | 66.7% | $190.1M | 5 | 2026-03-31 | → |
| 318 | MILLER GESKO & CO INC. | 109671 | 66.7% | $183.1M | 5 | 2026-03-31 | → |
| 319 | MACKE FINANCIAL ADVISORY GROUP, INC. | 111318 | 66.7% | $175.7M | 5 | 2026-03-31 | → |
| 320 | CHECKETTS PARTNERS INVESTMENT MANAGEMENT, LLC | 161204 | 66.7% | $169.0M | 5 | 2026-02-28 | → |
| 321 | FENIX ASSET MANAGEMENT, LLC | 291069 | 66.7% | $160.4M | 5 | 2026-02-28 | → |
| 322 | FREMEN CAPITAL MANAGEMENT LP | 334502 | 66.7% | $157.3M | 5 | 2026-03-31 | → |
| 323 | JCM STRATEGIC WEALTH PARTNERS LLC | 315220 | 66.7% | $152.4M | 5 | 2026-01-31 | → |
| 324 | BARTLEY FINANCIAL ADVISORS, LLC | 124293 | 66.7% | $151.6M | 5 | 2026-03-31 | → |
| 325 | SKYLINER WEALTH, LLC | 332426 | 66.7% | $151.4M | 5 | 2026-03-31 | → |
| 326 | RUGGIERO INVESTMENTS, INC. | 169180 | 66.7% | $137.6M | 5 | 2026-03-31 | → |
| 327 | ABRIDGE PARTNERS, LLC | 145247 | 66.7% | $124.0M | 5 | 2026-03-31 | → |
| 328 | BW ASSET MANAGEMENT LTD | 300503 | 66.7% | $110.2M | 40 | 2026-03-31 | → |
| 329 | CATALYST INTERNATIONAL ADVISORS LLC | 306592 | 66.7% | $58.0M | 15 | 2026-03-31 | → |
| 330 | ANCORA WEST ADVISORS, LLC | 285644 | 66.7% | $51.9M | 5 | 2026-03-31 | → |
| 331 | MOMA INTERNATIONAL SERVICOS ADMINISTRATIVOS S.S LTDA. | 335820 | 66.7% | $22.4M | 5 | 2026-03-31 | → |
| 332 | CHILDFREE WEALTH, LLC | 316489 | 66.7% | $20.7M | 10 | 2026-01-31 | → |
| 333 | UP FINANCIAL USA INC. | 326602 | 66.7% | $4.1M | 5 | 2026-05-31 | → |
| 334 | OPTIMAL TAX ASSET MANAGEMENT, INC. | 340466 | 66.7% | $0 | 5 | 2026-06-30 | → |
| 335 | ENGINEERS GATE MANAGER LP | 172249 | 65.4% | $23.17B | 296 | 2026-03-31 | → |
| 336 | THE CYNOSURE GROUP | 281399 | 65.1% | $9.85B | 71 | 2026-03-31 | → |
| 337 | ALTITUDE CAPITAL MANAGEMENT LLC | 329366 | 64.7% | $103.6M | 28 | 2026-03-31 | → |
| 338 | PARKWOODS WEALTH PARTNERS, LLC | 331565 | 64.3% | $1.79B | 46 | 2026-06-30 | → |
| 339 | VANGUARD GLOBAL ADVISERS, LLC | 164593 | 64.1% | $249.66B | 315 | 2026-05-31 | → |
| 340 | ADVANCED PORTFOLIO MANAGEMENT, LLC | 138769 | 63.6% | $2.70B | 18 | 2026-03-31 | → |
| 341 | NEXPOINT ADVISORS, L.P. | 163564 | 63.4% | $131.2M | 67 | 2026-03-31 | → |
| 342 | ADVISOR PARTNERS II, LLC | 321633 | 62.5% | $13.91B | 26 | 2026-03-31 | → |
| 343 | ROUNDHILL FINANCIAL INC. | 300799 | 62.5% | $9.59B | 13 | 2026-02-28 | → |
| 344 | 1789 CAPITAL MANAGEMENT, LLC | 335007 | 62.5% | $2.73B | 13 | 2026-03-31 | → |
| 345 | 1 SEED PARTNERS LLC | 329288 | 62.5% | $703.5M | 13 | 2026-03-31 | → |
| 346 | WELARA ASSET MANAGEMENT LLC | 334534 | 62.5% | $83.7M | 13 | 2026-03-31 | → |
| 347 | SATURN FIVE ADVISORS LLC | 322348 | 61.5% | $556.1M | 21 | 2026-03-31 | → |
| 348 | JAIN GLOBAL LLC | 330309 | 61.1% | $32.39B | 427 | 2026-03-31 | → |
| 349 | EIR PARTNERS CAPITAL, LP | 319010 | 60% | $2.72B | 16 | 2026-03-31 | → |
| 350 | TALSON CAPITAL MANAGEMENT L.P. | 150787 | 60% | $1.06B | 8 | 2026-03-31 | → |
| 351 | MTM FINANCIAL GROUP, LLC | 147221 | 60% | $771.6M | 16 | 2026-03-31 | → |
| 352 | LEPERCQ DE NEUFLIZE ASSET MANAGEMENT LLC | 120109 | 60% | $763.7M | 16 | 2026-03-31 | → |
| 353 | STILLWATER ASSET MANAGEMENT, LLC | 288535 | 60% | $701.4M | 16 | 2026-03-31 | → |
| 354 | RAREVIEW CAPITAL LLC | 284474 | 60% | $537.5M | 8 | 2026-03-31 | → |
| 355 | CARAVELA ENERGY PARTNERS LP | 323131 | 60% | $529.1M | 16 | 2026-03-31 | → |
| 356 | ROSECAP INVESTMENT ADVISORS, LLC | 152054 | 60% | $527.5M | 8 | 2026-03-31 | → |
| 357 | ALTIUM INVESTMENT STRATEGIES LLC | 333950 | 60% | $517.7M | 8 | 2026-03-31 | → |
| 358 | CLIENT 1ST ADVISORY GROUP LLC | 167790 | 60% | $511.5M | 8 | 2026-03-31 | → |
| 359 | MATCH GRADE ADVISORS, LLC | 299181 | 60% | $479.4M | 8 | 2026-03-31 | → |
| 360 | ARKVIEW CAPITAL, L.P. | 316130 | 60% | $355.9M | 8 | 2026-03-31 | → |
| 361 | OCM PRIVATE WEALTH, LLC | 332302 | 60% | $338.1M | 8 | 2026-03-31 | → |
| 362 | NEW PERSPECTIVES, INC. | 113925 | 60% | $308.7M | 8 | 2026-03-31 | → |
| 363 | DRIVEN INVESTMENTS LLC | 310095 | 60% | $239.2M | 8 | 2026-03-31 | → |
| 364 | CIG ASSET MANAGEMENT, INC. | 123609 | 60% | $192.5M | 8 | 2026-03-31 | → |
| 365 | FIRST AMERICAN ASSET ADVISORY, LLC. | 282254 | 60% | $191.8M | 8 | 2026-03-31 | → |
| 366 | STRONG RETIREMENT SOLUTIONS LLC | 335968 | 60% | $166.1M | 8 | 2026-03-31 | → |
| 367 | BLUE CURVE ADVISORY, LLC | 333724 | 60% | $125.2M | 8 | 2026-03-31 | → |
| 368 | MADISON GLOBAL ADVISORS LLC | 288894 | 60% | $71.4M | 8 | 2026-04-30 | → |
| 369 | HALO INVESTMENT SERVICES, LLC | 325613 | 60% | $60.0M | 24 | 2026-03-31 | → |
| 370 | WEBULL ADVISORS LLC | 304881 | 60% | $48.9M | 16 | 2026-04-30 | → |
| 371 | CLG LLC | 282605 | 59.1% | $1.12B | 35 | 2026-02-28 | → |
| 372 | ONE INVESTMENT MANAGEMENT US LLC | 323617 | 58.8% | $10.08B | 27 | 2026-03-31 | → |
| 373 | CHICAGO PACIFIC CAPITAL, L.P. | 172960 | 58.6% | $6.78B | 46 | 2026-03-31 | → |
| 374 | NORTH WALL CAPITAL LLP | 298653 | 57.7% | $2.99B | 41 | 2026-03-31 | → |
| 375 | EMPOWERED FUNDS, LLC | 171412 | 57.1% | $29.74B | 44 | 2026-03-31 | → |
| 376 | DIVISADERO STREET CAPITAL MANAGEMENT, LP | 317392 | 57.1% | $2.61B | 11 | 2026-03-31 | → |
| 377 | SEVEN GRAND MANAGERS LLC | 310026 | 57.1% | $1.24B | 11 | 2026-03-31 | → |
| 378 | COHEN CAPITAL ADVISORS, LLC | 339112 | 57.1% | $1.10B | 11 | 2026-05-31 | → |
| 379 | PRAIRIE WEALTH ADVISORS, INC. | 165266 | 57.1% | $558.0M | 11 | 2026-06-30 | → |
| 380 | MILLINGTON FINANCIAL ADVISORS, LLC | 156315 | 57.1% | $291.4M | 11 | 2026-03-31 | → |
| 381 | STRATEGIC ASSET MANAGEMENT LLC. | 306384 | 57.1% | $218.3M | 11 | 2026-01-31 | → |
| 382 | NWF ADVISORY SERVICES INC | 110410 | 56.3% | $6.43B | 111 | 2026-03-31 | → |
| 383 | COLLER PRIVATE MARKET SECONDARIES ADVISORS, LLC | 328015 | 56.3% | $1.85B | 25 | 2026-06-30 | → |
| 384 | LUMINT CORPORATION | 324443 | 55.6% | $3.67B | 14 | 2026-03-31 | → |
| 385 | GARNET CREDIT MANAGEMENT LLC | 334755 | 55.6% | $2.30B | 14 | 2026-03-31 | → |
| 386 | NEXA EQUITY LLC | 317201 | 55.6% | $1.10B | 14 | 2026-03-31 | → |
| 387 | PACT CAPITAL LLC | 333871 | 55.6% | $891.7M | 14 | 2026-03-31 | → |
| 388 | EWA, LLC | 308977 | 55.6% | $750.7M | 14 | 2026-02-28 | → |
| 389 | PRESIDIO CAPITAL MANAGEMENT, LLC | 304501 | 55.6% | $498.9M | 14 | 2026-03-31 | → |
| 390 | U.S. BANCORP ADVISORS, LLC | 14455 | 55.3% | $1.80B | 379 | 2026-03-31 | → |
| 391 | BROGAN FINANCIAL, INC. | 133623 | 55% | $577.0M | 31 | 2026-03-31 | → |
| 392 | ARDMORE ROAD ASSET MANAGEMENT LP | 311471 | 54.5% | $2.83B | 17 | 2026-03-31 | → |
| 393 | EMERSON EQUITY LLC | 130032 | 54.5% | $321.7M | 343 | 2026-04-30 | → |
| 394 | TRANSPOSE PLATFORM MANAGEMENT, LLC | 287674 | 53.3% | $2.65B | 23 | 2026-03-31 | → |
| 395 | VERSANT CAPITAL MANAGEMENT, INC. | 131692 | 52.9% | $1.81B | 26 | 2026-03-31 | → |
| 396 | REDDING RIDGE ASSET MANAGEMENT (UK) LLP | 284256 | 52.3% | $13.23B | 67 | 2026-03-31 | → |
| 397 | ADDICUS ADVISORY, LLC | 282244 | 52.2% | $221.7M | 35 | 2026-06-30 | → |
| 398 | VICTORY CAPITAL MANAGEMENT INC. | 106189 | 52% | $282.71B | 699 | 2026-03-31 | → |
| 399 | TAULA CAPITAL MANAGEMENT (DIFC) LTD | 329853 | 50% | $210.92B | 6 | 2026-03-31 | → |
| 400 | KEYRIDGE ASSET MANAGEMENT LIMITED | 175204 | 50% | $162.89B | 45 | 2026-03-31 | → |
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