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 | |
|---|---|---|---|---|---|---|---|
| 701 | OSAIC INSTITUTIONS, INC. | 35371 | 61.4% | $6.49B | 1,839 | 2026-05-31 | → |
| 702 | HILTON HEAD CAPITAL PARTNERS, LLC | 299375 | 61.4% | $409.5M | 6 | 2026-03-31 | → |
| 703 | BRIGHTLINE CAPITAL MANAGEMENT, LLC | 161661 | 61.4% | $346.4M | 8 | 2026-03-31 | → |
| 704 | DEEP TRACK CAPITAL, LP | 312459 | 61.2% | $8.37B | 19 | 2026-03-31 | → |
| 705 | ONE QUEEN CAPITAL INC. | 315926 | 61.2% | $15.90B | 11 | 2026-06-30 | → |
| 706 | WOODLINE PARTNERS LP | 301480 | 61.2% | $36.66B | 102 | 2026-03-31 | → |
| 707 | LYRIC CAPITAL MANAGEMENT GROUP, L.P. | 299917 | 61.1% | $1.10B | 11 | 2026-03-31 | → |
| 708 | PR MORTGAGE INVESTMENT MANAGEMENT, LLC | 313210 | 61.1% | $1.54B | 9 | 2026-03-31 | → |
| 709 | GUGGENHEIM INVESTMENT ADVISORS, LLC | 108263 | 61.1% | $840.9M | 9 | 2026-03-31 | → |
| 710 | GAMMA INVESTING LLC | 312573 | 61.1% | $2.28B | 7 | 2026-03-31 | → |
| 711 | TANNIN CAPITAL, LLC | 304238 | 61% | $824.9M | 7 | 2026-03-31 | → |
| 712 | 49 WEALTH MANAGEMENT, LLC | 319484 | 61% | $1.40B | 167 | 2026-03-31 | → |
| 713 | CEDAR STREET ASSET MANAGEMENT LLC | 285814 | 60.9% | $938.4M | 11 | 2026-03-31 | → |
| 714 | BALEFIRE, LLC | 168733 | 60.8% | $1.99B | 38 | 2026-03-31 | → |
| 715 | FRAZIER LIFE SCIENCES MANAGEMENT, LP | 317522 | 60.7% | $6.97B | 64 | 2026-03-31 | → |
| 716 | MEOW ADVISORY, LLC | 321099 | 60.7% | $1.38B | 2 | 2026-02-28 | → |
| 717 | PROMETHEUS CAPITAL MANAGEMENT CORP. | 121982 | 60.7% | $397.8M | 4 | 2026-03-31 | → |
| 718 | AISLING CAPITAL MANAGEMENT LP | 269994 | 60.6% | $716.4M | 12 | 2026-03-31 | → |
| 719 | BEACON INVESTMENT ADVISORS LLC | 127368 | 60.5% | $541.9M | 2 | 2026-03-31 | → |
| 720 | FIRST TRUST GLOBAL PORTFOLIOS LIMITED | 169173 | 60.4% | $338.8M | 34 | 2026-03-31 | → |
| 721 | DOMINUS CAPITAL MANAGEMENT, L.P. | 156885 | 60.4% | $1.67B | 14 | 2026-03-31 | → |
| 722 | NEUBERGER BERMAN ASIA LIMITED | 154286 | 60.4% | $11.01B | 62 | 2026-03-31 | → |
| 723 | COMPOUND PLANNING, INC. | 171787 | 60.3% | $4.85B | 119 | 2026-03-31 | → |
| 724 | APOLLO CREDIT MANAGEMENT, LLC | 156115 | 60.2% | $29.97B | 3,564 | 2026-03-31 | → |
| 725 | DYNASTY WEALTH MANAGEMENT, LLC | 153377 | 60.1% | $13.88B | 200 | 2026-03-31 | → |
| 726 | S.W. MITCHELL CAPITAL LLP | 163494 | 60.1% | $3.13B | 7 | 2026-06-30 | → |
| 727 | AFFINIUS CAPITAL ADVISORS LLC | 316030 | 59.7% | $31.11B | 298 | 2026-03-31 | → |
| 728 | LYNK CAPITAL MANAGEMENT COMPANY, LLC | 329038 | 59.7% | $359.6M | 6 | 2026-03-31 | → |
| 729 | PEAK ROCK CAPITAL LLC | 165138 | 59.7% | $7.28B | 55 | 2026-03-31 | → |
| 730 | CONTEXT CAPITAL MANAGEMENT LLC | 115167 | 59.6% | $8.01B | 19 | 2026-03-31 | → |
| 731 | FORTUNE FINANCIAL ADVISORS, LLC | 145799 | 59.4% | $322.6M | 6 | 2026-03-31 | → |
| 732 | SESSA CAPITAL IM, L.P. | 166403 | 59.4% | $7.52B | 13 | 2026-03-31 | → |
| 733 | PERPETUA INVESTMENT MANAGERS (PTY) LIMITED | 315222 | 59.4% | $1.67B | 24 | 2026-05-31 | → |
| 734 | ALGEBRIS INVESTMENTS (US) INC. | 169236 | 59.3% | $6.94B | 4 | 2026-03-31 | → |
| 735 | GREAT HILL CAPITAL, LLC | 328021 | 59.3% | $1.01B | 1 | 2026-01-31 | → |
| 736 | MGO ONE SEVEN LLC | 283087 | 59.2% | $7.72B | 264 | 2026-04-30 | → |
| 737 | FIVESPAN PARTNERS, LP | 332551 | 59.1% | $1.00B | 9 | 2026-03-31 | → |
| 738 | KAH CAPITAL MANAGEMENT, LLC | 298287 | 59.1% | $605.3M | 8 | 2026-03-31 | → |
| 739 | GILMAN HILL ASSET MANAGEMENT, LLC | 143970 | 58.9% | $1.24B | 10 | 2026-03-31 | → |
| 740 | SELBY LANE CAPITAL, LLC | 325345 | 58.9% | $505.4M | 15 | 2026-03-31 | → |
| 741 | ORTELIUS CAPITAL PARTNERS, LLC | 138284 | 58.8% | $143.8M | 1 | 2026-03-31 | → |
| 742 | D. E. SHAW INVESTMENT MANAGEMENT, L.L.C. | 135284 | 58.6% | $33.37B | 47 | 2026-03-31 | → |
| 743 | VIABLE PLANNING, LLC | 322140 | 58.5% | $214.2M | 6 | 2026-03-31 | → |
| 744 | 55 NORTH PRIVATE WEALTH, LLC | 325325 | 58.5% | $581.3M | 8 | 2026-03-31 | → |
| 745 | PASSAIC PARTNERS LLC | 313290 | 58.5% | $2.24B | 9 | 2026-03-31 | → |
| 746 | METEORA CAPITAL, LLC | 313378 | 58.4% | $1.54B | 16 | 2026-03-31 | → |
| 747 | MTC WEALTH MANAGEMENT LLC | 305308 | 58.4% | $329.0M | 16 | 2026-03-31 | → |
| 748 | COMMUNITY DEVELOPMENT FUND ADVISORS, LLC | 281617 | 58.4% | $326.4M | 2 | 2026-05-31 | → |
| 749 | ASPEN INVESTMENT MANAGEMENT INC. | 112081 | 58.4% | $452.5M | 5 | 2026-03-31 | → |
| 750 | FINDELL CAPITAL MANAGEMENT LLC | 307394 | 58.4% | $375.8M | 3 | 2026-03-31 | → |
| 751 | AVANCE INVESTMENT MANAGEMENT, LLC | 310749 | 58.4% | $2.62B | 25 | 2026-03-31 | → |
| 752 | DIAMOND CLIENT GROUP, LLC | 310570 | 58.4% | $185.8M | 11 | 2026-03-31 | → |
| 753 | FBD ASSET MGMT, LLC | 307216 | 58.2% | $76.8M | 1 | 2026-03-31 | → |
| 754 | HORIZON INVESTMENTS LLC | 109552 | 58.1% | $8.47B | 76 | 2026-03-31 | → |
| 755 | DELTA ACCUMULATION, LLC | 286434 | 58.1% | $332.1M | 3 | 2026-03-31 | → |
| 756 | CLOUD CAPITAL MANAGEMENT, LLC | 317325 | 58.1% | $300.2M | 5 | 2026-03-31 | → |
| 757 | SAVANNA INVESTMENT MANAGEMENT LLC | 158770 | 58% | $579.5M | 39 | 2026-03-31 | → |
| 758 | READYSTATE ASSET MANAGEMENT LP | 317277 | 58% | $10.26B | 41 | 2026-03-31 | → |
| 759 | WESTFULLER ADVISORS, LLC | 155054 | 57.8% | $3.37B | 23 | 2026-03-31 | → |
| 760 | THE FINANCIAL RESOURCE CENTER, INC. | 316747 | 57.8% | $642.5M | 5 | 2026-03-31 | → |
| 761 | GAMMA ASSET MANAGEMENT LLC | 300050 | 57.8% | $424.8M | 13 | 2026-02-28 | → |
| 762 | RADIAN CAPITAL LLC | 288340 | 57.6% | $1.94B | 28 | 2026-03-31 | → |
| 763 | CONTRARY LEGACY LLC | 325014 | 57.6% | $139.7M | 4 | 2026-03-31 | → |
| 764 | WILLOW TREE CAPITAL CORP ADVISORS LLC | 328528 | 57.6% | $1.17B | 21 | 2026-03-31 | → |
| 765 | RP MANAGEMENT, LLC | 161569 | 57.6% | $2.14B | 2 | 2026-03-31 | → |
| 766 | PROFUND ADVISORS LLC | 109585 | 57.6% | $5.20B | 98 | 2026-03-31 | → |
| 767 | HST VENTURES, LLC | 317143 | 57.6% | $551.1M | 4 | 2026-02-28 | → |
| 768 | JOSEPH ADVISORY SERVICES, LLC | 324475 | 57.5% | $170.9M | 1 | 2026-03-31 | → |
| 769 | CALVERT STREET CAPITAL PARTNERS, INC. | 158096 | 57.5% | $663.1M | 22 | 2026-03-31 | → |
| 770 | LCP INSTITUTIONAL, LLC | 325133 | 57.5% | $3.18B | 8 | 2026-03-31 | → |
| 771 | KENNERMAN ASSOCIATE INC | 105696 | 57.3% | $825.5M | 6 | 2026-02-28 | → |
| 772 | NOVACAP MANAGEMENT INC. | 290100 | 57.3% | $13.17B | 112 | 2026-03-31 | → |
| 773 | MANGROVE EQUITY PARTNERS, L.P. | 162429 | 57.2% | $468.1M | 14 | 2026-03-31 | → |
| 774 | INTEGRAL HEALTH ASSET MANAGEMENT, LLC | 301987 | 57.2% | $1.87B | 12 | 2026-03-31 | → |
| 775 | TAURUS PRIVATE MARKETS, LLC | 300786 | 57.1% | $508.7M | 9 | 2026-03-31 | → |
| 776 | PALACIOS WEALTH MANAGEMENT, LLC | 327660 | 57.1% | $234.3M | 4 | 2026-02-28 | → |
| 777 | WELLINGTON ALTERNATIVE INVESTMENTS LLC | 226715 | 57.1% | $92.17B | 2 | 2026-03-31 | → |
| 778 | OVERSEAS CAPITAL MANAGEMENT LLC | 318243 | 57.1% | $13.6M | 3 | 2026-03-31 | → |
| 779 | DISCOVERY CAPITAL MANAGEMENT, LLC | 161263 | 57% | $6.75B | 36 | 2026-03-31 | → |
| 780 | SAINTS CAPITAL SERVICES, LLC | 161723 | 57% | $659.3M | 5 | 2026-03-31 | → |
| 781 | PEAKEQUITY PARTNERS MANAGEMENT CO., L.L.C. | 281131 | 57% | $485.5M | 3 | 2026-03-31 | → |
| 782 | PRINCETON VALUE PARTNERS LLC | 313153 | 57% | $57.4M | 2 | 2026-03-31 | → |
| 783 | LYON WEALTH ADVISORS GROUP, LLC | 325041 | 57% | $311.4M | 3 | 2026-01-31 | → |
| 784 | SYMMETRY INVESTMENTS US LLC | 317755 | 56.9% | $16.83B | 10 | 2026-03-31 | → |
| 785 | OTRO CAPITAL MANAGEMENT, LLC | 327232 | 56.8% | $1.32B | 11 | 2026-03-31 | → |
| 786 | CLEAN ENERGY TRANSITION INTERNATIONAL S.A.M. | 339944 | 56.8% | $3.22B | 2 | 2026-06-30 | → |
| 787 | TAYLOR & MORGAN WEALTH MANAGEMENT, LLC | 156177 | 56.7% | $512.5M | 8 | 2026-03-31 | → |
| 788 | INUKSHUK CAPITAL MANAGEMENT INC. | 333697 | 56.7% | $115.7M | 3 | 2026-03-31 | → |
| 789 | DECAGON ASSET MANAGEMENT LLP | 319363 | 56.6% | $1.03B | 6 | 2026-06-30 | → |
| 790 | ACP CAPITAL MANAGEMENT, LLC | 138556 | 56.4% | $360.3M | 17 | 2026-03-31 | → |
| 791 | POLUNIN CAPITAL PARTNERS LIMITED | 159031 | 56.3% | $7.96B | 17 | 2026-03-31 | → |
| 792 | NEW STATE CAPITAL PARTNERS LLC | 170409 | 56.3% | $1.95B | 35 | 2026-03-31 | → |
| 793 | TANAKA CAPITAL MANAGEMENT INC | 109888 | 56.3% | $69.4M | 3 | 2026-03-31 | → |
| 794 | ROUND TABLE CAPITAL MANAGEMENT, L.P. | 307065 | 56.2% | $362.4M | 3 | 2026-03-31 | → |
| 795 | WALSER WEALTH MANAGEMENT COMPANY, A LIMITED LIABILITY COMPANY | 206518 | 56.2% | $344.1M | 26 | 2026-03-31 | → |
| 796 | GUERRA ADVISORS INC. | 282409 | 56.2% | $406.2M | 12 | 2026-03-31 | → |
| 797 | MEZZASALMA ADVISORS, LLC | 129045 | 56.2% | $534.4M | 8 | 2026-03-31 | → |
| 798 | TREND TRADE PRO, LLC | 328383 | 56.2% | $298.3M | 1 | 2026-03-31 | → |
| 799 | BAKER BROS. ADVISORS LP | 158149 | 56.2% | $28.15B | 60 | 2026-03-31 | → |
| 800 | SONE CAPITAL MANAGEMENT, LLC | 331656 | 56.1% | $1.61B | 11 | 2026-03-31 | → |
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