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 | |
|---|---|---|---|---|---|---|---|
| 101 | ELEQUIN CAPITAL, LP | 308371 | 297% | $2.07B | 30 | 2026-05-31 | → |
| 102 | NETWORTH LITERACY, INC | 326911 | 290.8% | $14.4M | 2 | 2026-01-31 | → |
| 103 | SAVVY ADVISORS, INC. | 318493 | 286.1% | $5.00B | 170 | 2026-03-31 | → |
| 104 | PROCUREAM LLC | 297134 | 281.1% | $189.3M | 3 | 2026-01-31 | → |
| 105 | CANAL ROAD CAPITAL, LLC | 327488 | 281% | $1.26B | 16 | 2026-03-31 | → |
| 106 | VANTAGE INFRASTRUCTURE (USA) INC. | 157458 | 280.6% | $1.47B | 5 | 2026-03-31 | → |
| 107 | TEMPO WEALTH, LLC | 336316 | 272.4% | $804.3M | 12 | 2026-03-31 | → |
| 108 | COLLABORATIVE FUND ADVISORS, LLC | 327121 | 271.8% | $144.8M | 11 | 2026-02-28 | → |
| 109 | OLD BRIDGE WEALTH, INC | 332180 | 271.1% | $143.7M | 5 | 2025-09-30 | → |
| 110 | VARCOV CO. | 335143 | 266.3% | $549.6M | 2 | 2026-03-31 | → |
| 111 | NEOS INVESTMENT MANAGEMENT, LLC | 321256 | 265.5% | $21.69B | 35 | 2026-03-31 | → |
| 112 | SALEM PARTNERS WEALTH MANAGEMENT, LLC | 131359 | 262.9% | $1.50B | 8 | 2026-03-31 | → |
| 113 | UNIFIMONEY RIA QOZB, LLC | 328842 | 260.9% | $314,000 | 5 | 2026-04-30 | → |
| 114 | AEGIS FINANCIAL CORPORATION | 111587 | 258.9% | $1.37B | 6 | 2026-03-31 | → |
| 115 | BROOKLYN INVESTMENT GROUP, LLC | 316475 | 258.9% | $3.98B | 23 | 2026-03-31 | → |
| 116 | BAYHUNT CAPITAL LLC | 333514 | 253.6% | $362.1M | 1 | 2026-02-28 | → |
| 117 | FUTUREMONEY RIA, LLC | 329835 | 250.6% | $1.6M | 9 | 2026-03-31 | → |
| 118 | THE WELLINGTON GRP LLC | 332803 | 247.2% | $473.6M | 10 | 2026-03-31 | → |
| 119 | DAIWA ASSET MANAGEMENT (AMERICA) LTD. | 126191 | 245.6% | $5.96B | 12 | 2026-06-30 | → |
| 120 | NINE30 ADVISORS LLC | 326596 | 245.4% | $654,553 | 2 | 2026-03-31 | → |
| 121 | TERRAMONT INFRASTRUCTURE MANAGEMENT LLC | 317282 | 241.2% | $549.9M | 6 | 2026-03-31 | → |
| 122 | THREE SEASONS WEALTH | 326517 | 241.1% | $1.23B | 14 | 2026-03-31 | → |
| 123 | DURATION ASSET MANAGEMENT, LLC | 298651 | 239.1% | $1.58B | 3 | 2026-03-31 | → |
| 124 | BRIDGES CAPITAL LLC | 297718 | 236.7% | $251.6M | 1 | 2026-01-31 | → |
| 125 | ALPINVEST PRIVATE EQUITY INVESTMENT MANAGEMENT, LLC | 322058 | 231.4% | $4.47B | 290 | 2026-02-28 | → |
| 126 | GCW GLOBAL CUSTOMISED WEALTH LLP | 292793 | 230.9% | $1.71B | 6 | 2026-06-30 | → |
| 127 | MARKET INVESTMENT GROUP, LLC | 334248 | 230.1% | $416.4M | 33 | 2026-02-28 | → |
| 128 | MAN INVESTMENTS AUSTRALIA LIMITED | 313907 | 229.5% | $4.13B | 10 | 2026-03-31 | → |
| 129 | FIGURE INVESTMENT ADVISORS, LLC | 158307 | 225.9% | $442.2M | 5 | 2026-03-31 | → |
| 130 | REVOLUT WEALTH INC. | 322894 | 225.6% | $5.5M | 5 | 2026-02-28 | → |
| 131 | ORBIS INVESTMENT MANAGEMENT (U.S.), L.P. | 158511 | 225.4% | $405.4M | 18 | 2026-03-31 | → |
| 132 | COLUCCI WEALTH MANAGEMENT LLC | 338046 | 222.9% | $80.8M | 1 | 2026-04-30 | → |
| 133 | TRB WEALTH MANAGEMENT, LLC | 309370 | 219.8% | $3.74B | 15 | 2026-03-31 | → |
| 134 | CRESCENT CAP NT ADVISORS, LLC | 324139 | 218.4% | $1.11B | 0 | 2026-03-31 | → |
| 135 | BOARDMAN BAY CAPITAL MANAGEMENT LLC | 164577 | 216.6% | $518.4M | 3 | 2026-03-31 | → |
| 136 | 1789 CAPITAL MANAGEMENT, LLC | 335007 | 216.4% | $2.73B | 13 | 2026-03-31 | → |
| 137 | ARC24 MANAGEMENT, LP | 331983 | 215.8% | $179.7M | 4 | 2026-03-31 | → |
| 138 | KRANE CAPITAL MANAGEMENT, LLC | 329110 | 214.4% | $48.4M | 50 | 2026-03-31 | → |
| 139 | PANTHEON VENTURES (UK) LLP | 161631 | 212.5% | $4.62B | 406 | 2026-03-31 | → |
| 140 | OCCUDO QUANTITATIVE STRATEGIES LP | 310070 | 211.4% | $2.22B | 5 | 2026-03-31 | → |
| 141 | ATCAP PARTNERS, LLC | 158214 | 211.1% | $195.5M | 26 | 2026-04-30 | → |
| 142 | COLLER PRIVATE MARKET SECONDARIES ADVISORS, LLC | 328015 | 211% | $1.85B | 25 | 2026-06-30 | → |
| 143 | PAINSWICK CAPITAL MANAGEMENT LP | 333644 | 210.2% | $1.59B | 6 | 2026-03-31 | → |
| 144 | RLH CAPITAL, LLC | 321913 | 209.9% | $196.8M | 1 | 2026-05-31 | → |
| 145 | SEVEN GRAND MANAGERS LLC | 310026 | 209.4% | $1.24B | 11 | 2026-03-31 | → |
| 146 | NEWPOINT REAL ESTATE INVESTMENT MANAGEMENT LLC | 321208 | 205.6% | $690.1M | 10 | 2026-03-31 | → |
| 147 | MARTIN CAPITAL PARTNERS, LLC | 153452 | 202.8% | $290.5M | 4 | 2026-03-31 | → |
| 148 | RITHM CAPITAL ADVISORS LLC | 334244 | 201.2% | $825.7M | 73 | 2026-03-31 | → |
| 149 | ALLSPRING GLOBAL INVESTMENTS (UK) LIMITED | 132377 | 200.6% | $30.79B | 87 | 2026-03-31 | → |
| 150 | CAZ INVESTMENTS REGISTERED ADVISER LLC | 327614 | 200.6% | $540.6M | 83 | 2026-03-31 | → |
| 151 | NK CAPITAL LLC | 318615 | 200.2% | $109.2M | 2 | 2026-03-31 | → |
| 152 | SPEAR ADVISORS LLC | 314594 | 198.3% | $181.3M | 1 | 2026-05-31 | → |
| 153 | XANTOS LABS, LLC | 302005 | 195.6% | $3.3M | 4 | 2026-01-31 | → |
| 154 | HOF CAPITAL MANAGEMENT, LLC | 287485 | 194.5% | $7.25B | 28 | 2026-03-31 | → |
| 155 | ASPIRE STRATEGIST PORTFOLIOS LLC | 327902 | 192.6% | $97.3M | 5 | 2026-03-31 | → |
| 156 | ICON FINANCIAL SERVICES LLC | 306816 | 192.1% | $19.7M | 3 | 2026-03-31 | → |
| 157 | WASHINGTON HARBOUR PARTNERS LP | 309915 | 191.7% | $4.73B | 12 | 2026-03-31 | → |
| 158 | QVR LLC | 288357 | 188.7% | $1.13B | 7 | 2026-03-31 | → |
| 159 | PINE RIDGE ADVISERS LLC | 296362 | 185.2% | $14.42B | 14 | 2026-03-31 | → |
| 160 | FIDUCIARY CAPITAL MANAGEMENT LLC | 340618 | 184.4% | $149.2M | 12 | 2026-06-30 | → |
| 161 | ARETEX CAPITAL MANAGEMENT, LP | 296753 | 184% | $251.6M | 3 | 2026-03-31 | → |
| 162 | STIFEL CAPITAL MANAGEMENT, LLC | 328365 | 182.3% | $4.20B | 9 | 2026-03-31 | → |
| 163 | APOLLO MANAGER, LLC | 327828 | 180.6% | $3.56B | 3,564 | 2026-03-31 | → |
| 164 | ALTIUM INVESTMENT STRATEGIES LLC | 333950 | 180.2% | $517.7M | 8 | 2026-03-31 | → |
| 165 | EREZ ASSET MANAGEMENT, LLC | 332027 | 180.1% | $84.3M | 2 | 2026-03-31 | → |
| 166 | BOUSSARD & GAVAUDAN AMERICA LLC | 322621 | 179.5% | $311.1M | 6 | 2026-03-31 | → |
| 167 | LIFEWEALTH INVESTMENTS, LLC | 332978 | 176.1% | $490.6M | 22 | 2026-03-31 | → |
| 168 | OXFORD PARK MANAGEMENT, LLC | 324383 | 176% | $71.4M | 23 | 2026-03-31 | → |
| 169 | GOLDENX COMPANY | 326730 | 172.6% | $1.32B | 11 | 2026-03-31 | → |
| 170 | SB ADVISORY, LLC | 154680 | 172.1% | $1.10B | 35 | 2026-06-30 | → |
| 171 | JAFFA CAPITAL MANAGEMENT LLC | 325411 | 171.4% | $597.2M | 14 | 2026-03-31 | → |
| 172 | MCA CROSS BORDER CAPITAL INC. | 327516 | 171.4% | $64.6M | 9 | 2026-03-31 | → |
| 173 | FRUITFUL ADVISORY, LLC | 322603 | 171% | $25.2M | 44 | 2026-03-31 | → |
| 174 | GC WEALTH MANAGEMENT RIA, LLC | 327269 | 170.9% | $5.83B | 44 | 2026-03-31 | → |
| 175 | RBB TREASURY LLC | 314581 | 168.8% | $1.89B | 4 | 2026-03-31 | → |
| 176 | ACADIA INFRASTRUCTURE CAPITAL LP | 326032 | 168.7% | $288.6M | 11 | 2026-03-31 | → |
| 177 | SPACE CAPITAL MANAGEMENT LLC | 287867 | 168.1% | $1.17B | 6 | 2026-03-31 | → |
| 178 | SARDIS GROUP, LLC | 333854 | 167.9% | $531.2M | 6 | 2026-03-31 | → |
| 179 | GSA CAPITAL PARTNERS (NEW YORK) LP | 286369 | 167.3% | $237.6M | 5 | 2026-03-31 | → |
| 180 | LEGACY WEALTH ADVISORS, LLC | 326117 | 165.2% | $922.8M | 14 | 2026-03-31 | → |
| 181 | ESMEB INCORPORATED | 152361 | 163.6% | $26,364 | 1 | 2026-06-30 | → |
| 182 | NAPIER PARK GLOBAL CAPITAL LTD | 157629 | 162.9% | $9.22B | 22 | 2026-04-30 | → |
| 183 | XXI WEALTH, LLC | 330796 | 162.2% | $531.5M | 5 | 2026-03-31 | → |
| 184 | MACQUARIE ASSET MANAGEMENT CREDIT ADVISERS US, LLC | 284788 | 161.4% | $525.6M | 166 | 2026-06-30 | → |
| 185 | SAGARD HOLDINGS MANAGER (US) LLC | 322374 | 161% | $1.41B | 41 | 2026-03-31 | → |
| 186 | EXOME ASSET MANAGEMENT LLC | 304585 | 160.3% | $548.6M | 10 | 2026-03-31 | → |
| 187 | AXS INVESTMENTS LLC | 305714 | 159.8% | $3.02B | 8 | 2026-02-28 | → |
| 188 | APOLLO S3 RIC MANAGEMENT, L.P. | 330339 | 159.8% | $423.8M | 3,564 | 2026-03-31 | → |
| 189 | ANCHYRA PARTNERS LLC | 335467 | 159.6% | $689.2M | 5 | 2026-03-31 | → |
| 190 | FIRST PRINCIPLES GROUP MANAGEMENT, LLC | 322950 | 159.3% | $1.64B | 2 | 2026-05-31 | → |
| 191 | PIVOTAL ADVISORS LLC | 310612 | 158.7% | $1.07B | 4 | 2026-03-31 | → |
| 192 | TWO SIGMA REAL ESTATE, LP | 324210 | 158.5% | $581.7M | 36 | 2026-03-31 | → |
| 193 | STONECREST ADVISORS, INC. | 142095 | 156.8% | $398.8M | 25 | 2026-04-30 | → |
| 194 | ISHARA INVESTMENTS LP | 331869 | 156.5% | $259.1M | 6 | 2026-03-31 | → |
| 195 | GQG PRIVATE CAPITAL SOLUTIONS LLC | 332231 | 156.5% | $266.8M | 10 | 2026-03-31 | → |
| 196 | DIAMETRIC CAPITAL, LP | 288409 | 153.9% | $1.41B | 14 | 2026-03-31 | → |
| 197 | AXQ CAPITAL, LP | 318863 | 153.8% | $727.1M | 7 | 2026-03-31 | → |
| 198 | BAILLIE GIFFORD INTERNATIONAL LLC | 305849 | 153.1% | $1.81B | 21 | 2026-06-30 | → |
| 199 | ROUNDHILL FINANCIAL INC. | 300799 | 153% | $9.59B | 13 | 2026-02-28 | → |
| 200 | ETERNAL CAPITAL, LLC | 333684 | 151.3% | $42.7M | 7 | 2026-06-30 | → |
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