Research Report · 2026-06-30
Fastest Growing Registered Investment Advisers by AUM
SEC-registered investment advisers ranked by percentage growth in reported regulatory AUM between their latest and prior ADV Part 1 filings.
Firms
1,000
Total AUM
$4.61T
Median AUM
$690.8M
Latest Filing
2026-06-30
| Rank↕ | Firm Name | CRD↕ | AUM Growth↕ | AUM↕ | Employees↕ | Latest Filing | |
|---|---|---|---|---|---|---|---|
| 1 | CION GROSVENOR MANAGEMENT, LLC | 330199 | 332,784% | $335.2M | 5 | 2026-03-31 | → |
| 2 | STONE POINT CREDIT INCOME ADVISER LLC | 332241 | 103,807.5% | $1.19B | 80 | 2026-03-31 | → |
| 3 | GLR INVESTMENT ADVISORY LLC | 328662 | 31,766.6% | $637,332 | 2 | 2026-03-31 | → |
| 4 | VISTASHARES ADVISORS LLC | 331812 | 20,233.7% | $984.0M | 6 | 2026-03-31 | → |
| 5 | SOCIALTRADER.AI INC. | 326985 | 18,186.3% | $73,145 | 4 | 2026-03-31 | → |
| 6 | MOSTT INC. | 332063 | 10,419.8% | $254,054 | 4 | 2026-03-31 | → |
| 7 | WAVVEST WEALTH LLC | 332096 | 8,179.2% | $268.5M | 4 | 2026-05-31 | → |
| 8 | MOUNTAIN POINT CREDIT MANAGEMENT LLC | 330615 | 7,908.5% | $1.22B | 19 | 2026-03-31 | → |
| 9 | ARCA CAPITAL MANAGEMENT, LLC | 305964 | 7,587.4% | $32.8M | 11 | 2026-03-31 | → |
| 10 | AXXES ADVISORS I LLC | 332460 | 6,710.8% | $6.8M | 10 | 2026-04-30 | → |
| 11 | CAPITOLIS ADVISORS LLC | 290462 | 4,388.5% | $4.50B | 68 | 2026-04-30 | → |
| 12 | CORDIANT CAPITAL INC. | 172313 | 4,373.6% | $2.77B | 26 | 2026-05-31 | → |
| 13 | PEPPERTREE CAPITAL MANAGEMENT INC. | 163215 | 3,279.9% | $7.64B | 39 | 2025-03-31 | → |
| 14 | MANZIL INVESTMENT ADVISORS, LLC | 308500 | 2,837.9% | $146,896 | 4 | 2026-03-31 | → |
| 15 | CLEARBROOK INVESTMENT CONSULTING LLC | 108253 | 2,818.3% | $13.72B | 10 | 2026-03-31 | → |
| 16 | RATSON ADVISORY LLC | 330091 | 2,694% | $2.39B | 2 | 2026-02-28 | → |
| 17 | SEABURY CAPITAL MANAGEMENT LLC | 334999 | 2,416.7% | $3.02B | 7 | 2026-03-31 | → |
| 18 | TREMBLANT ADVISORS LP | 330605 | 2,131.3% | $3.27B | 19 | 2026-03-31 | → |
| 19 | DA INV LLC | 334514 | 1,900% | $28.0M | 6 | 2026-03-31 | → |
| 20 | PACIFIC WAY CAPITAL MANAGEMENT, LLC | 334551 | 1,879.8% | $33.57B | 8 | 2026-03-31 | → |
| 21 | 1823 PARTNERS (US) LLC | 333927 | 1,753.2% | $18.53B | 52 | 2026-03-31 | → |
| 22 | 5C LENDING PARTNERS ADVISOR LLC | 328959 | 1,663.7% | $601.8M | 29 | 2026-03-31 | → |
| 23 | VALUE ALIGNED RESEARCH ADVISORS, LLC | 319135 | 1,585.8% | $9.14B | 9 | 2026-03-31 | → |
| 24 | ORIGIN INVESTMENT ADVISORY LLC | 305353 | 1,514% | $34.7M | 41 | 2026-03-31 | → |
| 25 | ARIMATHEA | 330140 | 1,378.5% | $39.9M | 5 | 2026-03-31 | → |
| 26 | PROSPECT CREDIT REIT ADVISOR, LLC | 331345 | 1,316.4% | $42.6M | 59 | 2026-03-31 | → |
| 27 | FUNDIFY ADVISORS LLC | 319004 | 1,265.9% | $888,512 | 6 | 2026-03-31 | → |
| 28 | DAVERN CAPITAL PARTNERS, LP | 323018 | 1,143.1% | $715.1M | 4 | 2026-03-31 | → |
| 29 | TAPP FINANCE, INC. | 327980 | 1,134.3% | $386.0M | 2 | 2026-06-30 | → |
| 30 | GUGGENHEIM WEALTH SOLUTIONS, LLC | 283238 | 1,080.9% | $371.3M | 10 | 2026-03-31 | → |
| 31 | CORNERSTONE WEALTH PARTNERS, LLC | 146602 | 1,042.6% | $145.9M | 15 | 2026-03-31 | → |
| 32 | ST. JAMES INVESTMENT ADVISORS, LLC | 283880 | 1,000.9% | $511.5M | 7 | 2026-02-28 | → |
| 33 | 5C INVESTMENT PARTNERS ADVISOR LLC | 330565 | 949.4% | $262.2M | 29 | 2026-03-31 | → |
| 34 | BUILD WHALE, INC. | 330063 | 903.4% | $2.5M | 7 | 2026-03-31 | → |
| 35 | FARTHER ASSET MANAGEMENT, LLC | 325807 | 899.7% | $2.91B | 7 | 2026-03-31 | → |
| 36 | MUNIFI, LLC | 331613 | 889.5% | $197,892 | 1 | 2026-03-31 | → |
| 37 | SVN GLOBAL PRIVATE ADVISORS LLC | 329494 | 825.6% | $38.3M | 3 | 2026-03-31 | → |
| 38 | MAGNETAR ASSET MANAGEMENT LLC | 285287 | 819.3% | $1.92B | 167 | 2026-03-31 | → |
| 39 | NED DAVIS RESEARCH, INC. | 112260 | 793.9% | $2.2M | 68 | 2025-12-31 | → |
| 40 | HEDGEYE ASSET MANAGEMENT, LLC | 336185 | 791.1% | $443.4M | 10 | 2026-02-28 | → |
| 41 | CENTERFIELD MANAGEMENT III, INC | 161504 | 766.5% | $1.08B | 15 | 2026-03-31 | → |
| 42 | VALLEY FINANCIAL MANAGEMENT, INC. | 105387 | 760.5% | $473,254 | 124 | 2026-02-28 | → |
| 43 | THE FUTURE FUND LLC | 313973 | 758.8% | $314.4M | 3 | 2026-03-31 | → |
| 44 | WING FINANCIAL INC. | 333826 | 723.6% | $127,775 | 2 | 2026-03-31 | → |
| 45 | FTA ASSET MANAGEMENT, LLC | 332377 | 720.8% | $1.01B | 13 | 2026-03-31 | → |
| 46 | ALLIO ADVISORS LLC | 317938 | 715.2% | $556,892 | 6 | 2025-10-31 | → |
| 47 | CANDLESTICK ADVISING TECHNOLOGIES INC. | 333215 | 700% | $40,000 | 2 | 2026-03-31 | → |
| 48 | PITCAIRN WEALTH ADVISORS LLC | 333260 | 656.8% | $5.87B | 62 | 2026-03-31 | → |
| 49 | CAPITAL IMPACT ADVISORS, LLC | 168313 | 639.1% | $1.49B | 5 | 2026-03-31 | → |
| 50 | CRUSONIA WEALTH ADVISORS LLC | 330057 | 630.3% | $1.18B | 20 | 2026-03-31 | → |
| 51 | FOREST ROAD ASSET MANAGEMENT LLC | 315600 | 619.3% | $1.16B | 15 | 2026-06-30 | → |
| 52 | REDBLACK ADVISERS, INC. | 151692 | 564.2% | $823.6M | 7 | 2026-03-31 | → |
| 53 | TIFIN GIVE INC. | 313261 | 561.6% | $30.9M | 20 | 2026-03-31 | → |
| 54 | W2B, INC. | 331220 | 558.5% | $26.2M | 6 | 2026-03-31 | → |
| 55 | KING RIDGE CAPITAL ADVISORS, LLC | 333383 | 545.7% | $45.1M | 3 | 2026-03-31 | → |
| 56 | PEAKSHARES LLC | 329193 | 531.1% | $110.0M | 4 | 2026-03-31 | → |
| 57 | DESTINY ADVISORS LLC | 312099 | 530.1% | $441.4M | 4 | 2026-03-31 | → |
| 58 | DF INVESTMENT MANAGER, LLC | 334742 | 504.1% | $940.8M | 79 | 2026-03-31 | → |
| 59 | WISDOMTREE DIGITAL MANAGEMENT, INC. | 322139 | 494% | $766.0M | 6 | 2026-03-31 | → |
| 60 | 1932 INVESTMENT MANAGEMENT, LLC | 337619 | 483.3% | $4.60B | 6 | 2026-05-31 | → |
| 61 | MILLENNIAL ADVISERS, LLC. | 170847 | 478.5% | $339.4M | 14 | 2026-03-31 | → |
| 62 | INTERMEDE GLOBAL PARTNERS INC | 288616 | 477.8% | $2.14B | 4 | 2026-05-31 | → |
| 63 | WAYSTONE ASSET MANAGEMENT (USA) LLC | 315393 | 467.1% | $742.6M | 5 | 2026-03-31 | → |
| 64 | BOOSTER ASSET MANAGEMENT, LLC | 330362 | 455.8% | $346.1M | 2 | 2026-02-28 | → |
| 65 | SARMAYA PARTNERS, LLC | 330100 | 449.8% | $33.0M | 6 | 2026-02-28 | → |
| 66 | BPM WEALTH ADVISORS, LLC | 325909 | 437.6% | $268.3M | 6 | 2026-01-31 | → |
| 67 | SANJAC ALPHA LP | 329302 | 433.1% | $5.3M | 6 | 2026-03-31 | → |
| 68 | ALINEA INVEST, INC. | 311782 | 429.8% | $66.6M | 10 | 2026-03-31 | → |
| 69 | RELATIVE SENTIMENT TECHNOLOGIES, LLC | 318050 | 426.3% | $105.4M | 1 | 2026-03-31 | → |
| 70 | EKO INVESTMENTS INC. | 313296 | 420.7% | $74.9M | 12 | 2026-03-31 | → |
| 71 | ACTIVE WEALTH ADVISORS LLC | 336793 | 420.1% | $75.4M | 1 | 2026-03-31 | → |
| 72 | PUBLIC EQUITY PARTNERS, LLC | 126765 | 419.4% | $187.0M | 1 | 2026-04-30 | → |
| 73 | POLEN CAPITAL CLO MANAGEMENT, LLC | 330470 | 414.1% | $808.4M | 46 | 2026-03-31 | → |
| 74 | FUNDSTRAT CAPITAL LLC | 332163 | 410.9% | $4.60B | 3 | 2026-03-31 | → |
| 75 | COASTAL EQUITY MANAGEMENT, LLC | 331518 | 402.7% | $7.3M | 2 | 2026-03-31 | → |
| 76 | BERLIN, JONATHAN ANTONIO MEZA | 330370 | 400.2% | $7.1M | 2 | 2026-06-30 | → |
| 77 | RANGE ROCK CAPITAL LLC | 334203 | 399.2% | $548.3M | 3 | 2026-03-31 | → |
| 78 | VESTMARK ADVISORY SOLUTIONS, INC. | 221518 | 397.6% | $49.85B | 33 | 2026-03-31 | → |
| 79 | LUMINT CORPORATION | 324443 | 389.8% | $3.67B | 14 | 2026-03-31 | → |
| 80 | RICHMOND CAPITAL ADVISORS LLC | 327060 | 387.9% | $927,000 | 1 | 2026-02-28 | → |
| 81 | PRECIDIAN FUNDS LLC | 156974 | 385.7% | $17.0M | 3 | 2026-01-31 | → |
| 82 | SENIORS HOUSING FUND MANAGER LLC | 334006 | 373.5% | $3.79B | 40 | 2026-03-31 | → |
| 83 | STRATEGIC SWISS ADVISORS AG | 169335 | 373.2% | $220.0M | 3 | 2026-03-31 | → |
| 84 | TEMA ETFS LLC | 332224 | 372.7% | $1.46B | 18 | 2026-03-31 | → |
| 85 | ELECTRA CAPITAL ADVISORS, LLC | 318664 | 361% | $1.45B | 11 | 2026-03-31 | → |
| 86 | EIR PARTNERS CAPITAL, LP | 319010 | 356.9% | $2.72B | 16 | 2026-03-31 | → |
| 87 | TIMBER POINT CAPITAL MANAGEMENT LLC | 307366 | 344.6% | $188.3M | 4 | 2026-03-31 | → |
| 88 | KEATING FINANCIAL ADVISORY SERVICES, INC. | 142772 | 339.5% | $1.45B | 65 | 2026-03-31 | → |
| 89 | BERKADIA CAPITAL ADVISORS LLC | 312130 | 325.6% | $2.66B | 2 | 2026-03-31 | → |
| 90 | QUANTINNO CAPITAL MANAGEMENT LP | 298733 | 325.4% | $60.91B | 53 | 2026-03-31 | → |
| 91 | SUPERSTATE ADVISERS LLC | 336188 | 321.9% | $1.25B | 33 | 2026-03-31 | → |
| 92 | CFI PARTNERS, LLC | 139531 | 321.8% | $26.31B | 47 | 2026-03-31 | → |
| 93 | GARNET CREDIT MANAGEMENT LLC | 334755 | 316.6% | $2.30B | 14 | 2026-03-31 | → |
| 94 | ZANBATO ADVISORS LLC | 311620 | 310.4% | $2.08B | 11 | 2025-12-31 | → |
| 95 | SQUARE WAVE CAPITAL LLC | 318517 | 309.5% | $428.8M | 4 | 2026-03-31 | → |
| 96 | MARY & PIP INVESTMENTS, LLC | 338656 | 307% | $2,214 | 2 | 2026-06-30 | → |
| 97 | MASTERWORKS ADVISERS, LLC | 324239 | 306.6% | $8.1M | 13 | 2026-03-31 | → |
| 98 | ARCHITECT EQUITY MANAGEMENT, LLC | 328703 | 303.8% | $383.9M | 15 | 2026-03-31 | → |
| 99 | IRONARC MANAGEMENT, LLC | 336462 | 297.9% | $834.1M | 8 | 2026-03-31 | → |
| 100 | M2 FINANCIAL LLC | 288829 | 297.6% | $158.0M | 6 | 2026-05-31 | → |
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