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 | |
|---|---|---|---|---|---|---|---|
| 801 | COUNTERPOINTE INVESTMENT MANAGEMENT LLC | 333864 | 56.1% | $1.07B | 36 | 2026-03-31 | → |
| 802 | AGILE INVESTMENT MANAGEMENT, LLC | 331966 | 56.1% | $1.17B | 6 | 2026-03-31 | → |
| 803 | INSIGHT STRATEGIC WEALTH LLC | 147290 | 56.1% | $401.0M | 7 | 2026-03-31 | → |
| 804 | NILES INVESTMENT MANAGEMENT, LLC | 329384 | 56.1% | $185.5M | 4 | 2026-03-31 | → |
| 805 | BASIS MANAGEMENT GROUP LLC | 282518 | 56.1% | $2.07B | 52 | 2026-03-31 | → |
| 806 | MACQUARIE INVESTMENT MANAGEMENT EUROPE LIMITED | 284603 | 56% | $24.51B | 159 | 2026-06-30 | → |
| 807 | OAKTOP CAPITAL MANAGEMENT II, L.P. | 161896 | 55.8% | $1.23B | 3 | 2026-03-31 | → |
| 808 | DELLORA INVESTMENTS LP | 310885 | 55.8% | $148.4M | 4 | 2026-03-31 | → |
| 809 | ADVOCACY WEALTH MANAGEMENT, LLC | 141943 | 55.7% | $3.24B | 36 | 2026-03-31 | → |
| 810 | BARRETT UPTON CAPITAL PARTNERS LLC | 326104 | 55.6% | $182.3M | 9 | 2026-03-31 | → |
| 811 | ZENITH AM | 173046 | 55.6% | $963.6M | 18 | 2026-04-30 | → |
| 812 | CONDIRE MANAGEMENT, LP | 311762 | 55.6% | $1.86B | 11 | 2026-03-31 | → |
| 813 | SUPERSTRING CAPITAL MANAGEMENT LP | 305743 | 55.5% | $339.5M | 5 | 2026-03-31 | → |
| 814 | CORIGLIANO INVESTMENT ADVISERS, LLC | 331908 | 55.4% | $495.5M | 4 | 2026-03-31 | → |
| 815 | EXCEED ADVISORY LLC | 170403 | 55.4% | $119.2M | 3 | 2026-02-28 | → |
| 816 | LIBERTY FINANCIAL GROUP, INC. | 111272 | 55.3% | $194.3M | 5 | 2026-03-31 | → |
| 817 | HGGC, LLC | 145684 | 55.2% | $10.84B | 57 | 2026-03-31 | → |
| 818 | L2 ASSET MANAGEMENT, LLC | 172688 | 55.1% | $1.27B | 7 | 2026-03-31 | → |
| 819 | RIALTO WEALTH MANAGEMENT, LLC | 319411 | 55.1% | $625.9M | 7 | 2026-03-31 | → |
| 820 | ARMOUR CAPITAL MANAGEMENT LP | 164570 | 55% | $21.01B | 20 | 2026-03-31 | → |
| 821 | AZURA PARTNERS US LLC | 327986 | 55% | $71.3M | 6 | 2026-06-30 | → |
| 822 | BIRNAM OAK ADVISORS, LP | 328180 | 54.9% | $577.0M | 7 | 2026-03-31 | → |
| 823 | APHIAS CAPITAL, L.P. | 336255 | 54.9% | $542.1M | 13 | 2026-03-31 | → |
| 824 | DOUBLELINE ETF ADVISER LP | 317415 | 54.9% | $2.13B | 259 | 2026-03-31 | → |
| 825 | LINEAGE POINT CAPITAL LP | 338216 | 54.8% | $294.7M | 3 | 2026-03-31 | → |
| 826 | STELAC ADVISORY SERVICES LLC | 145103 | 54.8% | $6.29B | 21 | 2026-03-31 | → |
| 827 | MISSIONPOINT PARTNERS LLC | 171282 | 54.8% | $386.9M | 6 | 2026-03-31 | → |
| 828 | SILVERARC CAPITAL MANAGEMENT, LLC | 304220 | 54.8% | $1.61B | 9 | 2026-03-31 | → |
| 829 | ONEPRIME CAPITAL LLC | 299697 | 54.7% | $892.3M | 10 | 2026-03-31 | → |
| 830 | SA WEALTH MANAGEMENT LLC | 335680 | 54.7% | $496.4M | 3 | 2026-02-28 | → |
| 831 | ALTERNATIVE ACCESS FUNDS, LLC | 305210 | 54.7% | $42.5M | 1 | 2026-02-28 | → |
| 832 | OCEANSOUND PARTNERS, LP | 300935 | 54.6% | $6.95B | 35 | 2026-03-31 | → |
| 833 | ATLAS CAPITAL MANAGEMENT CORP | 106107 | 54.6% | $869.8M | 9 | 2026-03-31 | → |
| 834 | LOTUS TECHNOLOGY MANAGEMENT, LP | 335468 | 54.6% | $405.0M | 30 | 2026-03-31 | → |
| 835 | RITTER DANIHER FINANCIAL ADVISORY LLC | 321827 | 54.6% | $936.5M | 15 | 2026-03-31 | → |
| 836 | COLBERT INVESTMENT MANAGEMENT CO | 108642 | 54.5% | $295.8M | 3 | 2026-03-31 | → |
| 837 | VORTUS INVESTMENT ADVISORS, LLC | 166178 | 54.4% | $411.7M | 6 | 2026-04-30 | → |
| 838 | BONE FIDE WEALTH, LLC | 301066 | 54.4% | $126.7M | 4 | 2026-03-31 | → |
| 839 | ALETHEA CAPITAL MANAGEMENT, LLC | 156500 | 54.4% | $302.6M | 4 | 2026-03-31 | → |
| 840 | GREENWOOD INVESTORS LLC | 155088 | 54.3% | $179.8M | 4 | 2026-03-31 | → |
| 841 | ONEASCENT INVESTMENT SOLUTIONS, LLC | 285512 | 54.3% | $987.2M | 27 | 2026-03-31 | → |
| 842 | FOURTH SAIL CAPITAL US LP | 332445 | 54.3% | $3.67B | 3 | 2026-03-31 | → |
| 843 | SUVRETTA CAPITAL MANAGEMENT, LLC | 165153 | 54.2% | $7.87B | 23 | 2026-03-31 | → |
| 844 | TRGP INVESTMENT PARTNERS, LP | 305563 | 54.2% | $726.8M | 16 | 2026-03-31 | → |
| 845 | AIP MANAGEMENT US INC | 322515 | 54.1% | $2.33B | 2 | 2026-03-31 | → |
| 846 | CAMAC PARTNERS, LLC | 173002 | 54.1% | $386.6M | 2 | 2026-03-31 | → |
| 847 | SEGRA CAPITAL MANAGEMENT, LLC | 167306 | 54.1% | $820.7M | 5 | 2026-03-31 | → |
| 848 | STRATEGIC ADVISORY PARTNERS, LLC | 314842 | 54.1% | $191.4M | 8 | 2026-03-31 | → |
| 849 | MAVERICK CAPITAL LTD | 108262 | 54% | $15.85B | 98 | 2026-03-31 | → |
| 850 | CIBEST CAPITAL ADVISORY SERVICES LLC | 317663 | 54% | $374.8M | 7 | 2026-03-31 | → |
| 851 | FWL INVESTMENT MANAGEMENT, LLC | 174119 | 53.9% | $1.24B | 7 | 2026-03-31 | → |
| 852 | MARITIME PARTNERS, LLC | 300186 | 53.9% | $4.72B | 41 | 2026-03-31 | → |
| 853 | PASSPORT CAPITAL, LLC | 134484 | 53.9% | $532.4M | 14 | 2026-04-30 | → |
| 854 | QUARTZ PARTNERS, LLC | 174327 | 53.8% | $611.9M | 26 | 2026-06-30 | → |
| 855 | FOREST AVENUE CAPITAL MANAGEMENT LP | 321948 | 53.7% | $2.41B | 11 | 2026-03-31 | → |
| 856 | IHT WEALTH MANAGEMENT LLC | 171481 | 53.7% | $9.80B | 179 | 2026-03-31 | → |
| 857 | ARDIAN US LLC | 121326 | 53.7% | $2.77B | 128 | 2026-03-31 | → |
| 858 | BWCP, LP | 305638 | 53.7% | $1.23B | 11 | 2026-03-31 | → |
| 859 | EMPERY ASSET MANAGEMENT, LP | 148180 | 53.7% | $262.5M | 6 | 2026-03-31 | → |
| 860 | AB BROADLY SYNDICATED LOAN MANAGER LLC | 308135 | 53.7% | $2.62B | 1 | 2026-03-31 | → |
| 861 | GENESIS PRIVATE WEALTH, LLC | 315692 | 53.7% | $482.4M | 6 | 2026-03-31 | → |
| 862 | MADISON CAPITAL PARTNERS CORPORATION | 160334 | 53.6% | $4.77B | 7 | 2026-03-31 | → |
| 863 | TOTAL WEALTH SERVICES, LLC | 331833 | 53.5% | $186.1M | 6 | 2026-03-31 | → |
| 864 | EOC PARTNERS ADVISORS L.P. | 321653 | 53.5% | $2.37B | 7 | 2026-03-31 | → |
| 865 | ISLANDBRIDGE CAPITAL LIMITED | 312174 | 53.3% | $1.62B | 16 | 2026-03-31 | → |
| 866 | OUTCOME DRIVEN STRATEGIES, LLC | 311398 | 53.2% | $360.4M | 10 | 2026-03-31 | → |
| 867 | BLOOM INVESTMENT ADVISORS, LLC | 317405 | 53.2% | $17.7M | 6 | 2026-03-31 | → |
| 868 | DAVIMAN FINANCIAL, LLC | 285030 | 53.1% | $233.9M | 6 | 2026-03-31 | → |
| 869 | BAYPINE HOLDINGS LP | 311154 | 53.1% | $5.10B | 55 | 2026-03-31 | → |
| 870 | CALLAN FAMILY OFFICE, LLC | 317446 | 53.1% | $10.21B | 49 | 2026-03-31 | → |
| 871 | BBAE ADVISORS LLC | 269900 | 53% | $1.2M | 3 | 2026-03-31 | → |
| 872 | ROUTE 20 PRIVATE WEALTH INC. | 332581 | 53% | $83.5M | 6 | 2026-03-31 | → |
| 873 | HARMONT FIXED INCOME, LLC | 321151 | 53% | $202.8M | 1 | 2026-03-31 | → |
| 874 | KINGDOM FINANCIAL GROUP, LLC | 155676 | 52.9% | $520.9M | 51 | 2026-03-31 | → |
| 875 | FOUNDERS CIRCLE CAPITAL, LLC | 166012 | 52.9% | $1.67B | 15 | 2026-03-31 | → |
| 876 | FLIGHT DECK CAPITAL, LP | 311353 | 52.8% | $358.7M | 4 | 2026-03-31 | → |
| 877 | TAURUS FINANCIAL LLC | 335067 | 52.7% | $162.5M | 3 | 2026-05-31 | → |
| 878 | BANNEKER PARTNERS LLC | 296624 | 52.6% | $3.36B | 30 | 2026-03-31 | → |
| 879 | ALPHAQ ADVISORS LLC | 141006 | 52.4% | $90.6M | 2 | 2026-02-28 | → |
| 880 | OPTO INVESTMENT MANAGEMENT, LLC | 316847 | 52.4% | $565.4M | 14 | 2026-03-31 | → |
| 881 | BLUEPRINT INVESTMENT PARTNERS LLC | 170196 | 52.3% | $1.87B | 9 | 2026-04-30 | → |
| 882 | WARWICK CAPITAL PARTNERS (US) LP | 320777 | 52.3% | $3.34B | 11 | 2026-03-31 | → |
| 883 | REVIVAL HEALTHCARE CAPITAL LLC | 315069 | 52.2% | $964.3M | 12 | 2026-03-31 | → |
| 884 | HAUSSMANN 1864 CAPITAL MANAGEMENT LLC | 332278 | 52.2% | $4.60B | 5 | 2026-03-31 | → |
| 885 | FS STRUCTURED PRODUCTS ADVISOR, LLC | 301285 | 52.2% | $2.20B | 183 | 2026-03-31 | → |
| 886 | BOONE CAPITAL MANAGEMENT LLC | 316230 | 52.2% | $963.2M | 5 | 2026-03-31 | → |
| 887 | PENSERRA CAPITAL MANAGEMENT LLC | 159042 | 52.2% | $17.50B | 16 | 2026-03-31 | → |
| 888 | EVERSEPT PARTNERS, L.P. | 282358 | 52.2% | $2.65B | 10 | 2026-03-31 | → |
| 889 | LIQUID STRATEGIES, LLC | 170107 | 52.2% | $1.45B | 13 | 2026-03-31 | → |
| 890 | BUSEY CAPITAL MANAGEMENT, INC. | 128044 | 52.1% | $493.8M | 22 | 2026-03-31 | → |
| 891 | SCHRODER WEALTH MANAGEMENT (US) LIMITED | 289151 | 52.1% | $1.40B | 9 | 2026-04-30 | → |
| 892 | LORD ABBETT PRIVATE CREDIT ADVISOR LLC | 332701 | 52% | $1.28B | 821 | 2025-12-31 | → |
| 893 | BLACK CHAMBER PARTNERS, LLC | 306359 | 52% | $2.74B | 19 | 2026-03-31 | → |
| 894 | TRIUM CAPITAL LLP | 306112 | 52% | $5.79B | 70 | 2026-03-31 | → |
| 895 | INTELLIGENT WEALTH SOLUTIONS LLC | 300403 | 52% | $961.0M | 6 | 2026-03-31 | → |
| 896 | MKAM ETF LLC | 324607 | 51.9% | $12.0M | 2 | 2026-03-31 | → |
| 897 | ATHOS PRIVATE WEALTH LLC | 309862 | 51.9% | $268.5M | 7 | 2026-03-31 | → |
| 898 | MATRIARCH WEALTH MANAGEMENT, LLC | 327099 | 51.9% | $267.3M | 3 | 2026-02-28 | → |
| 899 | FUND ASSET MANAGERS, LLC | 315856 | 51.7% | $24.8M | 8 | 2026-03-31 | → |
| 900 | ALIGNMENT GROWTH MANAGEMENT LLC | 319136 | 51.7% | $593.2M | 10 | 2026-03-31 | → |
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