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 | |
|---|---|---|---|---|---|---|---|
| 701 | LYRIC CAPITAL MANAGEMENT GROUP, L.P. | 299917 | 37.5% | $1.10B | 11 | 2026-03-31 | → |
| 702 | LIFEWEALTH INVESTMENTS, LLC | 332978 | 37.5% | $490.6M | 22 | 2026-03-31 | → |
| 703 | PLANNING STRATEGIES, INC. | 117105 | 37.5% | $384.8M | 11 | 2026-03-31 | → |
| 704 | CENTENNIAL ADVISORS, LLC | 290778 | 37.5% | $237.3M | 22 | 2026-03-31 | → |
| 705 | MINDORO CAPITAL PARTNERS LLC | 328488 | 37.5% | $226.4M | 11 | 2026-03-31 | → |
| 706 | DV CAPITAL ADVISORS, LLC | 330325 | 37.5% | $203.4M | 11 | 2026-03-31 | → |
| 707 | ACASTA PARTNERS UK LLP | 334955 | 37.5% | $51.8M | 33 | 2026-06-30 | → |
| 708 | TRUE NORTH ADVISORS, LLC | 116048 | 36.9% | $5.42B | 89 | 2026-03-31 | → |
| 709 | EAST CAPITAL FINANCIAL SERVICES AB | 335426 | 36.4% | $4.28B | 30 | 2026-03-31 | → |
| 710 | PRONVEST, LLC DBA FUTURE CAPITAL | 119081 | 36.4% | $2.02B | 30 | 2026-03-31 | → |
| 711 | WOODMONT INVESTMENT COUNSEL, LLC | 109779 | 36.4% | $2.01B | 15 | 2026-03-31 | → |
| 712 | HARVEY CAPITAL PARTNERS, L.P. | 327590 | 36.4% | $1.26B | 15 | 2026-03-31 | → |
| 713 | COMPOSITION WEALTH, LLC | 143483 | 36.2% | $9.47B | 128 | 2026-03-31 | → |
| 714 | STEPSTONE GROUP REAL ESTATE LP | 281698 | 36% | $17.21B | 117 | 2026-06-30 | → |
| 715 | SEASIDE EQUITY PARTNERS, LLC | 307171 | 35.7% | $1.37B | 19 | 2026-03-31 | → |
| 716 | BRILLIANCE ASSET MANAGEMENT LIMITED | 282553 | 35.7% | $936.5M | 19 | 2025-09-30 | → |
| 717 | BLUEPRINT WEALTH MANAGEMENT, LLC | 169997 | 35.7% | $145.7M | 19 | 2026-03-31 | → |
| 718 | GERCHEN CAPITAL MANAGEMENT, LLC | 316524 | 35.3% | $2.11B | 23 | 2026-03-31 | → |
| 719 | FIFTH DOWN CAP LLC | 312861 | 35.3% | $1.69B | 23 | 2026-03-31 | → |
| 720 | FPLF MANAGEMENT LLC | 331881 | 34.6% | $1.49B | 140 | 2026-03-31 | → |
| 721 | J.P. MORGAN ALTERNATIVE ASSET MANAGEMENT, INC. | 20989 | 34.4% | $29.73B | 86 | 2026-03-31 | → |
| 722 | FIFTH THIRD WEALTH ADVISORS LLC | 313015 | 33.9% | $7.80B | 83 | 2026-03-31 | → |
| 723 | EGERTON CAPITAL (US), LP | 297738 | 33.3% | $19.53B | 8 | 2026-03-31 | → |
| 724 | DAIWA ASSET MANAGEMENT (AMERICA) LTD. | 126191 | 33.3% | $5.96B | 12 | 2026-06-30 | → |
| 725 | BURKEHILL GLOBAL MANAGEMENT, LP | 316398 | 33.3% | $3.54B | 16 | 2026-03-31 | → |
| 726 | KATHMERE CAPITAL MANAGEMENT, LLC | 305118 | 33.3% | $3.48B | 24 | 2026-03-31 | → |
| 727 | PARADIGM GLOBAL INVESTORS, LLC | 338287 | 33.3% | $3.03B | 4 | 2026-03-31 | → |
| 728 | RYAN ALM ADVISERS, LLC | 135781 | 33.3% | $2.75B | 4 | 2026-01-31 | → |
| 729 | SENTRY, LLC | 150593 | 33.3% | $2.33B | 4 | 2026-03-31 | → |
| 730 | OPEROSE ADVISORS LLC | 287465 | 33.3% | $2.04B | 20 | 2026-03-31 | → |
| 731 | A&M PRIVATE WEALTH PARTNERS, LLC | 331478 | 33.3% | $1.83B | 28 | 2026-03-31 | → |
| 732 | GCP CAPITAL PARTNERS LLC | 154457 | 33.3% | $1.54B | 12 | 2026-03-31 | → |
| 733 | GREENBRIER PARTNERS CAPITAL MANAGEMENT, LLC | 160830 | 33.3% | $1.54B | 4 | 2026-03-31 | → |
| 734 | METEORA CAPITAL, LLC | 313378 | 33.3% | $1.54B | 16 | 2026-03-31 | → |
| 735 | CONCORD WEALTH PARTNERS | 118643 | 33.3% | $1.07B | 20 | 2026-03-31 | → |
| 736 | PIVOTAL ADVISORS LLC | 310612 | 33.3% | $1.07B | 4 | 2026-03-31 | → |
| 737 | BREAKWATER CAPITAL GROUP | 321097 | 33.3% | $1.02B | 4 | 2026-03-31 | → |
| 738 | FIRST TURN MANAGEMENT, LLC | 327421 | 33.3% | $900.1M | 4 | 2026-03-31 | → |
| 739 | MAYTECH GLOBAL INVESTMENTS, LLC | 285985 | 33.3% | $895.1M | 12 | 2026-03-31 | → |
| 740 | COVINGTON INVESTMENT ADVISORS, INC. | 127270 | 33.3% | $885.9M | 8 | 2026-02-28 | → |
| 741 | BACKCAST PARTNERS MANAGEMENT LLC | 291785 | 33.3% | $864.4M | 16 | 2026-03-31 | → |
| 742 | OAKWORTH ASSET MANAGEMENT, LLC | 335388 | 33.3% | $846.3M | 20 | 2026-03-31 | → |
| 743 | PERSPECTIVE WEALTH PARTNERS, LLC | 140330 | 33.3% | $843.9M | 12 | 2026-02-28 | → |
| 744 | GRANITE GROUP ADVISORS, LLC | 127357 | 33.3% | $829.6M | 8 | 2026-03-31 | → |
| 745 | INVESTMENT MANAGEMENT ASSOCIATES, INC. | 110900 | 33.3% | $810.0M | 8 | 2026-05-31 | → |
| 746 | OPALEYE MANAGEMENT INC. | 124513 | 33.3% | $802.8M | 4 | 2026-02-28 | → |
| 747 | EAGLE ROCK INVESTMENT COMPANY, LLC | 313832 | 33.3% | $786.7M | 4 | 2026-02-28 | → |
| 748 | STORMFIELD CAPITAL, LLC | 285486 | 33.3% | $776.4M | 24 | 2026-03-31 | → |
| 749 | SCIENCAST MANAGEMENT LP | 271030 | 33.3% | $760.0M | 4 | 2026-04-30 | → |
| 750 | MORIN PRIVATE CLIENT GROUP, LLC | 154565 | 33.3% | $716.3M | 4 | 2026-03-31 | → |
| 751 | DAVERN CAPITAL PARTNERS, LP | 323018 | 33.3% | $715.1M | 4 | 2026-03-31 | → |
| 752 | UNIO CAPITAL LLC | 166483 | 33.3% | $691.5M | 8 | 2026-03-31 | → |
| 753 | WEBER ASSET MANAGEMENT, INC. | 106267 | 33.3% | $651.5M | 8 | 2026-03-31 | → |
| 754 | SINGLE POINT PARTNERS, LLC | 163793 | 33.3% | $641.3M | 16 | 2026-03-31 | → |
| 755 | STEWART WEALTH MANAGEMENT, INC. | 143425 | 33.3% | $581.5M | 4 | 2026-03-31 | → |
| 756 | 55 NORTH PRIVATE WEALTH, LLC | 325325 | 33.3% | $581.3M | 8 | 2026-03-31 | → |
| 757 | SPRUCE STREET CAPITAL LP | 333213 | 33.3% | $555.9M | 4 | 2026-03-31 | → |
| 758 | LAS OLAS CAPITAL ADVISORS, LLC | 175077 | 33.3% | $551.9M | 8 | 2026-03-31 | → |
| 759 | MILLS WEALTH ADVISORS, LLC | 159251 | 33.3% | $548.7M | 8 | 2026-03-31 | → |
| 760 | STRENGTH CAPITAL PARTNERS, LLC | 134320 | 33.3% | $528.0M | 12 | 2026-03-31 | → |
| 761 | DEAN, JACOBSON FINANCIAL SERVICES, LLC | 115879 | 33.3% | $519.4M | 8 | 2026-03-31 | → |
| 762 | DOVER PARTNERS INC | 105133 | 33.3% | $508.6M | 4 | 2026-03-31 | → |
| 763 | PITZL FINANCIAL, LLC | 171441 | 33.3% | $498.0M | 8 | 2026-02-28 | → |
| 764 | IF ADVISORS, LLC | 309631 | 33.3% | $491.4M | 4 | 2026-03-31 | → |
| 765 | THE PINES WEALTH MANAGEMENT, LLC | 326353 | 33.3% | $485.9M | 4 | 2026-03-31 | → |
| 766 | BIRINYI ASSOCIATES, INC. | 107169 | 33.3% | $471.7M | 4 | 2026-02-28 | → |
| 767 | FELLOWSHIP FINANCIAL PLANNING, LLC | 330347 | 33.3% | $465.3M | 12 | 2026-03-31 | → |
| 768 | FINANCIAL FREEDOM, LLC | 118772 | 33.3% | $443.2M | 4 | 2026-03-31 | → |
| 769 | TA CAPITAL MANAGEMENT, LLC | 169326 | 33.3% | $438.9M | 4 | 2026-03-31 | → |
| 770 | SQUARE WAVE CAPITAL LLC | 318517 | 33.3% | $428.8M | 4 | 2026-03-31 | → |
| 771 | O'DONNELL FINANCIAL SERVICES, LLC | 172520 | 33.3% | $427.1M | 12 | 2026-03-31 | → |
| 772 | OMNI 360 WEALTH, INC. | 124878 | 33.3% | $425.7M | 8 | 2026-03-31 | → |
| 773 | CEDAR WEALTH MANAGEMENT, LLC | 167149 | 33.3% | $417.2M | 4 | 2026-03-31 | → |
| 774 | KERBEROS CAPITAL MANAGEMENT LLC | 315699 | 33.3% | $412.2M | 8 | 2026-03-31 | → |
| 775 | MIGHTY OAK STRONG AMERICA INVESTMENT COMPANY | 123322 | 33.3% | $398.4M | 4 | 2026-03-31 | → |
| 776 | SOCOTRA MANAGEMENT, INC. | 328954 | 33.3% | $388.5M | 4 | 2026-03-31 | → |
| 777 | BRAESWOOD CARBON MANAGEMENT, LLC | 311686 | 33.3% | $387.3M | 4 | 2026-03-31 | → |
| 778 | GLOBAL TRUST ASSET MANAGEMENT, LLC | 143120 | 33.3% | $384.5M | 12 | 2026-01-31 | → |
| 779 | BURK HOLDINGS LLC | 305300 | 33.3% | $379.9M | 8 | 2026-03-31 | → |
| 780 | C CUBED CAPITAL PARTNERS, LLC | 328128 | 33.3% | $362.7M | 8 | 2026-03-31 | → |
| 781 | CAPSTONE WEALTH MANAGEMENT, INC. | 130128 | 33.3% | $354.3M | 8 | 2026-03-31 | → |
| 782 | ARCHWAY WEALTH MANAGEMENT, LLC | 326816 | 33.3% | $345.7M | 4 | 2026-03-31 | → |
| 783 | BLUE INVESTMENT MANAGEMENT, LLC | 318610 | 33.3% | $341.4M | 4 | 2026-03-31 | → |
| 784 | BOULDER WEALTH ADVISORS, LLC | 115069 | 33.3% | $337.9M | 4 | 2026-03-31 | → |
| 785 | COTTAGE STREET ADVISORS, LLC | 173487 | 33.3% | $333.8M | 4 | 2026-03-31 | → |
| 786 | OUTWING, LLC | 322444 | 33.3% | $332.8M | 4 | 2026-03-31 | → |
| 787 | POWER FINANCIAL PARTNERS, LLC | 324253 | 33.3% | $329.1M | 4 | 2026-02-28 | → |
| 788 | FVLCRUM PARTNERS, LLC | 310971 | 33.3% | $328.8M | 16 | 2026-03-31 | → |
| 789 | HURLEY CAPITAL, LLC | 130051 | 33.3% | $326.1M | 4 | 2026-03-31 | → |
| 790 | CENTERLINE WEALTH ADVISORS, LLC | 164485 | 33.3% | $326.0M | 8 | 2026-02-28 | → |
| 791 | MINERVA ADVISORS LLC | 161408 | 33.3% | $321.0M | 4 | 2026-03-31 | → |
| 792 | FERGUSON-JOHNSON WEALTH MANAGEMENT, INC. | 109232 | 33.3% | $316.4M | 4 | 2026-03-31 | → |
| 793 | BREAKWATER INVESTMENT MANAGEMENT, LLC | 150841 | 33.3% | $302.7M | 4 | 2026-04-30 | → |
| 794 | BAUGH & ASSOCIATES, LLC | 136342 | 33.3% | $294.2M | 4 | 2026-03-31 | → |
| 795 | PELKONEN AND ASSOCIATES LLC | 305933 | 33.3% | $293.3M | 4 | 2026-03-31 | → |
| 796 | KILTERHOWLING LLC | 169684 | 33.3% | $292.9M | 4 | 2026-03-31 | → |
| 797 | HATCH COVE CAPITAL, LLC | 324472 | 33.3% | $291.5M | 4 | 2026-03-31 | → |
| 798 | MOELIS ASSET CATALYST PARTNERS LLC | 327289 | 33.3% | $288.2M | 4 | 2026-03-31 | → |
| 799 | OATH PLANNING, LLC | 299187 | 33.3% | $284.7M | 8 | 2026-02-28 | → |
| 800 | PENINSULA ASSET MANAGEMENT INC | 108600 | 33.3% | $284.1M | 4 | 2026-03-31 | → |
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