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 | |
|---|---|---|---|---|---|---|---|
| 401 | SUMMIT INVESTMENT ADVISORS INC | 316321 | 92.5% | $273.4M | 5 | 2026-03-31 | → |
| 402 | TWO SEAS CAPITAL LP | 310191 | 92.4% | $2.82B | 16 | 2026-03-31 | → |
| 403 | SUNBEAM CAPITAL MANAGEMENT, LLC | 289723 | 92.4% | $410.2M | 3 | 2026-03-31 | → |
| 404 | QUANT ALPHA LLC | 336290 | 92.2% | $417 | 1 | 2026-03-31 | → |
| 405 | OLD WEST INVESTMENT MANAGEMENT, LLC | 148343 | 92.1% | $915.7M | 8 | 2026-03-31 | → |
| 406 | DYNAMIC WEALTH GROUP, LLC | 326607 | 91.6% | $266.2M | 4 | 2026-03-31 | → |
| 407 | NEWOAK ASSET MANAGEMENT LLC | 172956 | 91.1% | $57.1M | 6 | 2026-03-31 | → |
| 408 | THOR TRADING ADVISORS, LLC | 310362 | 90.5% | $217.0M | 5 | 2026-02-28 | → |
| 409 | TABOR ASSET MANAGEMENT, LP | 304666 | 90.4% | $577.2M | 6 | 2026-03-31 | → |
| 410 | DOUBLE DUTY MONEY MANAGEMENT LLC | 326792 | 90.1% | $83.7M | 4 | 2026-01-31 | → |
| 411 | SPRUCE STREET CAPITAL LP | 333213 | 89.7% | $555.9M | 4 | 2026-03-31 | → |
| 412 | AB CUSTOM ALTERNATIVE SOLUTIONS LLC | 110879 | 89.7% | $1.42B | 1 | 2026-03-31 | → |
| 413 | MUDITA ADVISORS LLP | 315593 | 89.7% | $2.38B | 7 | 2026-06-30 | → |
| 414 | BFC PLANNING, INC. | 119682 | 89.5% | $3.84B | 200 | 2026-03-31 | → |
| 415 | FS DIGITAL INFRASTRUCTURE ADVISOR, LLC | 338274 | 89% | $3.21B | 52 | 2026-03-31 | → |
| 416 | CAPVEST PARTNERS, INC. | 324459 | 88.9% | $10.25B | 14 | 2026-03-31 | → |
| 417 | ANDA ASSET MANAGEMENT CO., LTD. | 165123 | 88.6% | $1.23B | 32 | 2026-06-30 | → |
| 418 | FINANCIAL ELEMENTS, INC | 148557 | 88.6% | $192.6M | 2 | 2026-02-28 | → |
| 419 | ALLSPRING GLOBAL INVESTMENTS (SINGAPORE) PTE. LTD. | 324043 | 88.5% | $893.9M | 4 | 2026-03-31 | → |
| 420 | GLOBAL STRATEGIC MANAGEMENT INC | 105985 | 88.5% | $221.6M | 3 | 2026-03-31 | → |
| 421 | NINEPOINTTWO CAPITAL LLC | 297270 | 88.4% | $314.8M | 2 | 2026-02-28 | → |
| 422 | PROPEL BIO MANAGEMENT, LLC | 322858 | 88.4% | $247.5M | 7 | 2026-03-31 | → |
| 423 | SEVEN HILLS FINANCIAL, LLC | 143190 | 88.4% | $280.9M | 5 | 2026-03-31 | → |
| 424 | RITTER ALPHA, LP | 300954 | 88.3% | $67.9M | 3 | 2026-03-31 | → |
| 425 | REVERE ASSET MANAGEMENT, INC. | 152881 | 88.2% | $407.9M | 7 | 2026-02-28 | → |
| 426 | BLACKRIDGE ASSET MANAGEMENT, LLC | 277085 | 88.1% | $370.3M | 72 | 2026-05-31 | → |
| 427 | RETIREMENT PLAN ADVISORS, LLC | 122758 | 88.1% | $3.54B | 47 | 2026-03-31 | → |
| 428 | MIRI CAPITAL MANAGEMENT LLC | 311308 | 87.9% | $929.7M | 10 | 2026-03-31 | → |
| 429 | BEACON GLOBAL ADVISOR NETWORK, LLC | 288833 | 87.7% | $745.1M | 61 | 2026-03-31 | → |
| 430 | SAVVY FINANCIAL, INC. | 304337 | 87.7% | $1.9M | 15 | 2026-03-31 | → |
| 431 | CHINA ASSET MANAGEMENT (HONG KONG) LIMITED | 166615 | 87.5% | $23.90B | 104 | 2026-03-31 | → |
| 432 | BARON CAPITAL MANAGEMENT, INC. | 110791 | 87.3% | $10.79B | 221 | 2026-05-31 | → |
| 433 | TALOS EURISKO ASSET MANAGEMENT LP | 332873 | 87.2% | $1.76B | 6 | 2026-03-31 | → |
| 434 | ASCEND CAPITAL PARTNERS MANAGER, L.P. | 310515 | 87.1% | $2.18B | 19 | 2026-03-31 | → |
| 435 | SANDBROOK CAPITAL MANAGEMENT LP | 317009 | 87.1% | $4.58B | 29 | 2026-03-31 | → |
| 436 | ARLINGTON MANAGEMENT EMPLOYEES, LLC | 160265 | 87.1% | $18.19B | 32 | 2026-03-31 | → |
| 437 | SST BENEFITS CONSULTING & INSURANCE SERVICES, LLC | 288129 | 86.9% | $524.1M | 3 | 2026-03-31 | → |
| 438 | TWIN OAK ETF COMPANY | 330365 | 86.9% | $1.06B | 6 | 2026-05-31 | → |
| 439 | INLIGHT WEALTH MANAGEMENT, LLC | 289908 | 86.8% | $843.3M | 6 | 2026-03-31 | → |
| 440 | HERITAGE CAPITAL ADVISORS, LLC | 310306 | 86.7% | $1.26B | 1 | 2026-03-31 | → |
| 441 | MUDDY WATERS CAPITAL LLC | 281411 | 86.6% | $576.3M | 14 | 2026-03-31 | → |
| 442 | SMARTLEAF ASSET MANAGEMENT LLC | 172273 | 86.4% | $6.85B | 18 | 2026-03-31 | → |
| 443 | HAVERSTOCK CAPITAL LLP | 340312 | 86.1% | $139.6M | 5 | 2026-06-30 | → |
| 444 | FINGAGE ADVISORS LLC | 283340 | 86.1% | $2.1M | 1 | 2026-03-31 | → |
| 445 | REGAL HEALTHCARE CAPITAL MANAGEMENT, LLC | 294006 | 86.1% | $1.51B | 22 | 2026-03-31 | → |
| 446 | LEGALIST, INC. | 297876 | 86.1% | $1.92B | 36 | 2026-06-30 | → |
| 447 | GLADE BROOK CAPITAL PARTNERS LLC | 159807 | 85.9% | $3.96B | 18 | 2026-03-31 | → |
| 448 | CRECER LLC | 335908 | 85.9% | $3,517 | 2 | 2026-03-31 | → |
| 449 | SIDEPOCKET INC | 312031 | 85.8% | $914,547 | 16 | 2026-03-31 | → |
| 450 | VICTORY CAPITAL MANAGEMENT INC. | 106189 | 85.6% | $282.71B | 699 | 2026-03-31 | → |
| 451 | PARKWOODS WEALTH PARTNERS, LLC | 331565 | 85.6% | $1.79B | 46 | 2026-06-30 | → |
| 452 | CQS (US), LLC | 147329 | 85.4% | $5.49B | 16 | 2026-06-30 | → |
| 453 | EMPOWERED FUNDS, LLC | 171412 | 85.3% | $29.74B | 44 | 2026-03-31 | → |
| 454 | ALLOCATOR SOLUTIONS, LLC | 337300 | 85.3% | $513.5M | 1 | 2026-03-31 | → |
| 455 | NVERSES CAPITAL, LLC | 323291 | 85% | $184.1M | 11 | 2026-03-31 | → |
| 456 | APAX PARTNERS US, LLC | 157110 | 84.8% | $768.3M | 133 | 2026-06-30 | → |
| 457 | NORTHROCK PARTNERS, LLC | 167908 | 84.7% | $12.19B | 233 | 2026-03-31 | → |
| 458 | KOPERNIK GLOBAL INVESTORS, LLC | 168625 | 84.5% | $10.18B | 44 | 2026-03-31 | → |
| 459 | PATHWAY FINANCIAL ADVISORS, LLC | 124801 | 84.3% | $1.65B | 11 | 2026-03-31 | → |
| 460 | DLD ASSET MANAGEMENT, LP | 170377 | 84.3% | $2.99B | 22 | 2026-03-31 | → |
| 461 | ESCHATON OPPORTUNITIES FUND MANAGEMENT LP | 285575 | 84.2% | $333.9M | 5 | 2026-03-31 | → |
| 462 | HALO INVESTMENT SERVICES, LLC | 325613 | 84.1% | $60.0M | 24 | 2026-03-31 | → |
| 463 | INVESTOR'S FIDUCIARY ADVISOR NETWORK, LLC | 159301 | 84.1% | $787.4M | 18 | 2026-03-31 | → |
| 464 | LLOYD CAPITAL LLC | 158668 | 83.8% | $863.3M | 11 | 2026-03-31 | → |
| 465 | ARCHON CAPITAL MANAGEMENT LLC | 130499 | 83.6% | $214.6M | 6 | 2026-03-31 | → |
| 466 | PACIFIC HEIGHTS ASSET MANAGEMENT, LLC | 124365 | 83.6% | $7.27B | 10 | 2026-02-28 | → |
| 467 | TALLWOODS PARTNERS, LLC | 168865 | 83.3% | $569.4M | 2 | 2026-03-31 | → |
| 468 | PREP INVESTMENT ADVISERS, L.L.C. | 296631 | 83.3% | $1.91B | 34 | 2026-03-31 | → |
| 469 | WGI DM, LLC | 334219 | 83.2% | $7.78B | 6 | 2026-03-31 | → |
| 470 | BARNES DENNIG PRIVATE WEALTH MANAGEMENT, LLC | 328496 | 83.1% | $188.2M | 7 | 2026-03-31 | → |
| 471 | NORTH WALL CAPITAL LLP | 298653 | 83% | $2.99B | 41 | 2026-03-31 | → |
| 472 | FAIRMOUNT FUNDS MANAGEMENT LLC | 284844 | 83% | $5.80B | 30 | 2026-03-31 | → |
| 473 | FORTUNA FUNDS, LLC | 333660 | 83% | $915,035 | 2 | 2026-01-31 | → |
| 474 | GORDIAN CAPITAL MANAGEMENT, LLC | 337799 | 83% | $28.4M | 7 | 2026-03-31 | → |
| 475 | PROEM ADVISORS LLC | 300404 | 82.9% | $474.1M | 5 | 2026-03-31 | → |
| 476 | CORPS CAPITAL ADVISORS, LLC | 304643 | 82.9% | $270.3M | 9 | 2026-03-31 | → |
| 477 | AS AVARON ASSET MANAGEMENT | 282350 | 82.7% | $401.9M | 17 | 2026-02-28 | → |
| 478 | THAMES CAPITAL MANAGEMENT, LLC | 288755 | 82.3% | $830.5M | 6 | 2026-03-31 | → |
| 479 | SPARKLINE CAPITAL LP | 314364 | 82.2% | $90.2M | 1 | 2026-04-30 | → |
| 480 | GLS CAPITAL, LLC | 298976 | 82.2% | $924.7M | 11 | 2026-03-31 | → |
| 481 | VIDENT ADVISORY, LLC | 286622 | 82.1% | $22.02B | 38 | 2026-03-31 | → |
| 482 | RIVER CANYON FUND MANAGEMENT LLC | 169465 | 82% | $2.08B | 161 | 2026-03-31 | → |
| 483 | M2G VENTURES LLC | 322399 | 81.8% | $284.0M | 26 | 2026-03-31 | → |
| 484 | SNOWHAWK LP | 325176 | 81.7% | $1.84B | 10 | 2026-06-30 | → |
| 485 | MAPLE ROCK CAPITAL PARTNERS INC. | 173887 | 81.6% | $6.34B | 16 | 2026-03-31 | → |
| 486 | CQL CAPITAL MANAGEMENT | 319557 | 81.6% | $27.4M | 4 | 2026-03-31 | → |
| 487 | ADVISOR PARTNERS II, LLC | 321633 | 81.4% | $13.91B | 26 | 2026-03-31 | → |
| 488 | BANNER RIDGE PARTNERS, LP | 304928 | 81.2% | $15.32B | 27 | 2026-03-31 | → |
| 489 | GROUP RMC INVESTMENT ADVISOR LLC | 318504 | 81.1% | $84.6M | 2 | 2026-03-31 | → |
| 490 | ATLAS FRM LLC | 160610 | 80.7% | $18.12B | 87 | 2026-03-31 | → |
| 491 | FIVANCIAL ADVISORS, INC. | 336326 | 80.7% | $925 | 1 | 2026-03-31 | → |
| 492 | EQUINOX PARTNERS INVESTMENT MANAGEMENT LLC | 105885 | 80.6% | $1.41B | 11 | 2026-03-31 | → |
| 493 | SELLARONDA GLOBAL MANAGEMENT LP | 325400 | 80.5% | $493.1M | 6 | 2026-03-31 | → |
| 494 | CYPRESS POINT INVESTMENT MANAGEMENT LP | 316549 | 80.5% | $512.4M | 4 | 2026-03-31 | → |
| 495 | BR CAPITAL ADVISORS LLC | 310003 | 80.5% | $568.4M | 6 | 2026-03-31 | → |
| 496 | BLUE GROTTO CAPITAL, LLC | 299869 | 80.3% | $2.10B | 6 | 2026-03-31 | → |
| 497 | TOPLINE CAPITAL MANAGEMENT, LLC | 298981 | 80.1% | $1.13B | 1 | 2026-03-31 | → |
| 498 | THREE BRIDGES CAPITAL, LP | 160021 | 80% | $175.5M | 5 | 2026-03-31 | → |
| 499 | BOLTON PARTNERS INVESTMENT CONSULTING GROUP, INC. | 104684 | 79.8% | $249.1M | 11 | 2026-03-31 | → |
| 500 | BAIN CAPITAL INSURANCE SOLUTIONS, LP | 305575 | 79.7% | $5.39B | 48 | 2026-03-31 | → |
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