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 | |
|---|---|---|---|---|---|---|---|
| 501 | FINSYM PARTNERS, LLC | 153712 | 50% | $188.0M | 3 | 2026-02-28 | → |
| 502 | COOPER FINANCIAL SERVICES, INC. | 104671 | 50% | $184.1M | 3 | 2026-05-31 | → |
| 503 | BRAZOS WEALTH ADVISORS LLC | 323508 | 50% | $183.7M | 3 | 2026-03-31 | → |
| 504 | ALTAMONT WEALTH MANAGEMENT, INC. | 136031 | 50% | $182.9M | 3 | 2026-03-31 | → |
| 505 | VERA LAKE CAPITAL, LLC | 341142 | 50% | $180.4M | 3 | 2026-06-30 | → |
| 506 | PERIOPE, LC | 144256 | 50% | $177.2M | 3 | 2026-02-28 | → |
| 507 | COLLAR CAPITAL MANAGEMENT, LLC | 152325 | 50% | $176.3M | 3 | 2026-02-28 | → |
| 508 | OPAL ADVISORS, LLC | 164014 | 50% | $174.0M | 6 | 2026-03-31 | → |
| 509 | ASSABET ADVISORS, LLC | 127795 | 50% | $171.4M | 3 | 2026-03-31 | → |
| 510 | REDWOOD PARK ADVISORS, LLC | 307958 | 50% | $170.3M | 3 | 2026-03-31 | → |
| 511 | GTS FINANCIAL, LLC | 310222 | 50% | $169.9M | 6 | 2026-03-31 | → |
| 512 | DEL MAR WEALTH MANAGEMENT INC | 175022 | 50% | $169.9M | 3 | 2026-03-31 | → |
| 513 | LEATHERBACK INVESTMENTS LLC | 299608 | 50% | $169.6M | 3 | 2026-03-31 | → |
| 514 | GLADWYN FINANCIAL ADVISORS, INC. | 135544 | 50% | $169.0M | 3 | 2026-01-31 | → |
| 515 | PELTOMA CAPITAL PARTNERS, LLC | 325138 | 50% | $168.9M | 3 | 2026-05-31 | → |
| 516 | MCDONNELL WEALTH MANAGEMENT, LLC | 164252 | 50% | $166.7M | 3 | 2026-02-28 | → |
| 517 | GREAT LAKES WEALTH, LLC | 282362 | 50% | $166.3M | 9 | 2026-03-31 | → |
| 518 | MUTUAL TRUST ADVISORY GROUP, INC. | 277060 | 50% | $165.8M | 3 | 2026-02-28 | → |
| 519 | JOHN BOYER, INC. | 145275 | 50% | $165.6M | 3 | 2026-03-31 | → |
| 520 | NAPLES MONEY MANAGEMENT LLC | 153499 | 50% | $164.4M | 6 | 2026-04-30 | → |
| 521 | TAURUS FINANCIAL LLC | 335067 | 50% | $162.5M | 3 | 2026-05-31 | → |
| 522 | BOUNTIFUL INVESTMENT MANAGEMENT LLC | 281437 | 50% | $160.5M | 3 | 2026-03-31 | → |
| 523 | PROVIDENT LIVING FINANCIAL SERVICES, INC. | 282665 | 50% | $158.1M | 3 | 2026-03-31 | → |
| 524 | WALK-ON CAPITAL, LLC | 331407 | 50% | $155.1M | 9 | 2026-03-31 | → |
| 525 | MAIDEN COVE CAPITAL, LLC | 312478 | 50% | $153.7M | 3 | 2026-03-31 | → |
| 526 | MARKIN ASSET MANAGEMENT, LP | 311719 | 50% | $152.5M | 3 | 2026-03-31 | → |
| 527 | LCR WEALTH MANAGEMENT LLC | 313013 | 50% | $151.8M | 3 | 2026-06-30 | → |
| 528 | CHAMONIX PARTNERS CAPITAL MANAGEMENT LLC | 318867 | 50% | $149.2M | 3 | 2026-03-31 | → |
| 529 | SKYLINE FINANCIAL NORTHWEST LLC | 146844 | 50% | $148.3M | 3 | 2026-03-31 | → |
| 530 | DAVIS, DAVIS AND CONOVER WEALTH MANAGEMENT, LLC | 286575 | 50% | $144.9M | 3 | 2026-03-31 | → |
| 531 | STEELE STREET CAPITAL LLC | 331520 | 50% | $140.5M | 3 | 2026-03-31 | → |
| 532 | CHIPSER WEALTH MANAGEMENT, LLC | 306396 | 50% | $140.0M | 3 | 2026-01-31 | → |
| 533 | KADITA PARTNERS PTE. LTD. | 326660 | 50% | $139.7M | 6 | 2026-03-31 | → |
| 534 | SIKORSKI WEALTH MANAGEMENT, LLC | 312805 | 50% | $139.6M | 3 | 2026-03-31 | → |
| 535 | TWENTY TWENTY INVESTMENT ADVISORS,LLC | 128086 | 50% | $139.0M | 6 | 2026-02-28 | → |
| 536 | GARRISON BRADFORD & ASSOCIATES INC | 105603 | 50% | $138.3M | 3 | 2026-03-31 | → |
| 537 | PRINCE ASSET MANAGEMENT, INC. | 141567 | 50% | $137.7M | 3 | 2026-03-31 | → |
| 538 | COLTON WEALTH MANAGEMENT | 150486 | 50% | $135.1M | 3 | 2026-02-28 | → |
| 539 | THE BREIT GROUP, LLC | 335020 | 50% | $131.6M | 3 | 2026-03-31 | → |
| 540 | VERSATILE CAPITAL MANAGEMENT L.L.C. | 173611 | 50% | $130.1M | 3 | 2026-03-31 | → |
| 541 | PASQUA, THOMAS | 139618 | 50% | $129.7M | 3 | 2026-02-28 | → |
| 542 | OPUS PRIVATE WEALTH GROUP, LLC | 171317 | 50% | $128.0M | 3 | 2026-02-28 | → |
| 543 | WISER ADVISOR GROUP LLC | 326579 | 50% | $127.8M | 3 | 2026-03-31 | → |
| 544 | HATCHER CAPITAL INVESTMENTS, INC. | 300230 | 50% | $127.5M | 6 | 2026-03-31 | → |
| 545 | AXIM WEALTH MANAGEMENT LLC | 319618 | 50% | $127.2M | 3 | 2026-03-31 | → |
| 546 | INTEGRITY ROAD WEALTH PARTNERS LLC | 333154 | 50% | $126.0M | 3 | 2026-04-30 | → |
| 547 | OAKMONT WEALTH ADVISORY, LLC | 299021 | 50% | $124.2M | 3 | 2026-03-31 | → |
| 548 | SENIOR TAX ADVISORY GROUP, INC | 318058 | 50% | $122.8M | 6 | 2026-03-31 | → |
| 549 | MAIN LINE GROUP WEALTH MANAGEMENT, LLC | 150964 | 50% | $122.5M | 3 | 2026-03-31 | → |
| 550 | SENTARA CAPITAL LLC | 161132 | 50% | $119.6M | 3 | 2026-02-28 | → |
| 551 | EXCEED ADVISORY LLC | 170403 | 50% | $119.2M | 3 | 2026-02-28 | → |
| 552 | DARDANELLES CAPITAL LP | 323067 | 50% | $114.2M | 3 | 2026-03-31 | → |
| 553 | SYMPHONY WEALTH MANAGEMENT, LLC. | 283794 | 50% | $111.7M | 3 | 2026-04-30 | → |
| 554 | PEAPOD LANE CAPITAL LLC | 159963 | 50% | $108.2M | 3 | 2026-03-31 | → |
| 555 | SHERPA CAPITAL MANAGEMENT, LLC | 336739 | 50% | $107.5M | 3 | 2026-03-31 | → |
| 556 | LUTHER FOREST WEALTH ADVISORS, L.L.C. | 142714 | 50% | $98.6M | 3 | 2026-02-28 | → |
| 557 | CAPITAL INSIGHTS GROUP OF WNY, LLC. | 282909 | 50% | $58.6M | 3 | 2026-04-30 | → |
| 558 | ATLAS FINANCIAL ADVISORS, INC. | 160276 | 50% | $46.9M | 3 | 2026-03-31 | → |
| 559 | ELKWATER CAPITAL MANAGEMENT, LLC | 333963 | 50% | $44.8M | 3 | 2026-03-31 | → |
| 560 | YORKVILLE AMERICA EQUITIES, LLC | 336431 | 50% | $42.6M | 3 | 2026-03-31 | → |
| 561 | SVN GLOBAL PRIVATE ADVISORS LLC | 329494 | 50% | $38.3M | 3 | 2026-03-31 | → |
| 562 | SARMAYA PARTNERS, LLC | 330100 | 50% | $33.0M | 6 | 2026-02-28 | → |
| 563 | ARDINALL INVESTMENT MANAGEMENT LP | 298114 | 50% | $28.5M | 3 | 2026-03-31 | → |
| 564 | OT ADVISORS LLC | 328812 | 50% | $15.2M | 3 | 2026-01-31 | → |
| 565 | HIGHLINE ASSET MANAGEMENT, LLC | 332483 | 50% | $10.7M | 3 | 2026-03-31 | → |
| 566 | ADVISIFI LLC | 332477 | 50% | $1.8M | 6 | 2026-03-31 | → |
| 567 | TRADERS A.I., INC. | 331700 | 50% | $773,573 | 3 | 2026-03-31 | → |
| 568 | VEGA CAPITAL PARTNERS LLC | 338416 | 50% | $100,000 | 3 | 2026-04-30 | → |
| 569 | CLIMATE FINANCE PARTNERS LLC | 306077 | 50% | $0 | 3 | 2026-03-31 | → |
| 570 | GW ASENA PTY LTD | 323005 | 50% | $0 | 3 | 2026-06-30 | → |
| 571 | EXPONENT WEALTH LLC | 334968 | 50% | $0 | 3 | 2025-07-31 | → |
| 572 | MEEDER ASSET MANAGEMENT, INC | 105794 | 48.6% | $3.33B | 52 | 2026-03-31 | → |
| 573 | INDEPENDENT WEALTH NETWORK, INC. | 286262 | 48% | $518.4M | 37 | 2026-03-31 | → |
| 574 | CHOATE INVESTMENT ADVISORS LLC | 106109 | 47.8% | $10.05B | 34 | 2026-03-31 | → |
| 575 | GSSG SOLAR, LLC | 307493 | 47.6% | $103.4M | 31 | 2026-03-31 | → |
| 576 | NEWVEST MANAGEMENT, LP | 316841 | 47.1% | $438.2M | 25 | 2026-03-31 | → |
| 577 | GEOWEALTH MANAGEMENT LLC | 148222 | 46.7% | $17.57B | 88 | 2026-03-31 | → |
| 578 | BUOYANT CAPITAL PRIVATE LIMITED | 327612 | 46.3% | $924.8M | 79 | 2026-06-30 | → |
| 579 | BLACKSTONE PRIVATE INVESTMENTS ADVISORS L.L.C. | 317860 | 46.2% | $17.93B | 38 | 2026-03-31 | → |
| 580 | ONE WAY HOLDINGS LLC | 315934 | 46.2% | $1.81B | 38 | 2026-03-31 | → |
| 581 | CHICAGO PARTNERS INVESTMENT GROUP LLC | 147662 | 46% | $7.47B | 73 | 2026-03-31 | → |
| 582 | NEW STATE CAPITAL PARTNERS LLC | 170409 | 45.8% | $1.95B | 35 | 2026-03-31 | → |
| 583 | STAR MOUNTAIN FUND MANAGEMENT, LLC | 164728 | 45.8% | $4.18B | 121 | 2026-03-31 | → |
| 584 | GAM INTERNATIONAL MANAGEMENT LIMITED | 110670 | 45.7% | $9.42B | 51 | 2026-03-31 | → |
| 585 | KKR CREDIT ADVISORS (SINGAPORE) PTE. LTD. | 309194 | 45.5% | $4.94B | 16 | 2026-03-31 | → |
| 586 | MOONTOWER ASSET MANAGEMENT LP | 328999 | 45.5% | $419.2M | 16 | 2026-03-31 | → |
| 587 | LSCP ADVISORS, LLC | 286018 | 45.5% | $233.1M | 16 | 2026-03-31 | → |
| 588 | GOLDEN RESERVE RETIREMENT, LLC | 283588 | 45.2% | $544.3M | 45 | 2026-03-31 | → |
| 589 | NORTHROCK PARTNERS, LLC | 167908 | 44.7% | $12.19B | 233 | 2026-03-31 | → |
| 590 | NOVACAP MANAGEMENT US INC. | 327243 | 44.4% | $11.61B | 13 | 2026-03-31 | → |
| 591 | CENDANA CAPITAL MANAGEMENT, LLC | 165555 | 44.4% | $2.37B | 13 | 2026-03-31 | → |
| 592 | AMERICAN INDEPENDENT SECURITIES GROUP, LLC | 135288 | 44.1% | $986.3M | 49 | 2026-03-31 | → |
| 593 | LONE STAR AMERICAS ACQUISITIONS, INC. | 160000 | 44% | $35.73B | 36 | 2026-03-31 | → |
| 594 | TAULA CAPITAL MANAGEMENT (US) LLC | 329865 | 43.8% | $210.93B | 23 | 2026-03-31 | → |
| 595 | WESTFULLER ADVISORS, LLC | 155054 | 43.8% | $3.37B | 23 | 2026-03-31 | → |
| 596 | RETIRABLE INC. | 307472 | 43.8% | $301.0M | 23 | 2026-03-31 | → |
| 597 | INFRASTRUCTURE CAPITAL ADVISORS, LLC | 166459 | 42.9% | $3.64B | 10 | 2026-03-31 | → |
| 598 | TACORA CAPITAL MANAGEMENT, LP | 316585 | 42.9% | $1.62B | 10 | 2026-03-31 | → |
| 599 | PANDI, LLC | 330112 | 42.9% | $1.38B | 20 | 2026-03-31 | → |
| 600 | WOODSTOCK CORPORATION | 110662 | 42.9% | $1.29B | 10 | 2026-06-30 | → |
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