Research Report · 2026-06-30
Registered Investment Advisers with the Highest Wealth Assets per Client
SEC-registered investment advisers ranked by wealth assets / client.
Firms
1,000
Total AUM
$21.44T
Median AUM
$891.7M
Latest Filing
2026-06-30
| Rank↕ | Firm Name | CRD↕ | Wealth Assets / Client↕ | AUM↕ | Employees↕ | Latest Filing | |
|---|---|---|---|---|---|---|---|
| 101 | WEALTH DIMENSIONS FAMILY OFFICE, INC | 266787 | $48.1M | $625.9M | 16 | 2025-09-30 | → |
| 102 | FIDUCIENT ADVISORS LLC | 106720 | $48.1M | $97.54B | 210 | 2026-03-31 | → |
| 103 | MARQUETTE ASSOCIATES, INC. | 21572 | $47.9M | $47.06B | 147 | 2026-05-31 | → |
| 104 | JOHN W. BRISTOL & CO., INC. | 105597 | $47.8M | $7.07B | 18 | 2026-03-31 | → |
| 105 | PATHSTONE FAMILY OFFICE, LLC | 151736 | $46.0M | $110.30B | 704 | 2026-03-31 | → |
| 106 | BC ADVISORS, LLC | 142982 | $46.0M | $4.73B | 7 | 2026-03-31 | → |
| 107 | LEGACY WEALTH ADVISORS, LLC | 326117 | $45.9M | $922.8M | 14 | 2026-03-31 | → |
| 108 | CA FAMILY WEALTH LLC | 285229 | $45.8M | $933.0M | 5 | 2025-03-31 | → |
| 109 | BOWIE CAPITAL MANAGEMENT, LLC | 171023 | $45.5M | $2.81B | 10 | 2026-04-30 | → |
| 110 | PENNINGTON PARTNERS & CO., LLC | 282688 | $45.1M | $5.09B | 36 | 2026-04-30 | → |
| 111 | CENTRICA WEALTH MANAGEMENT, LLC | 335042 | $44.8M | $627.4M | 3 | 2026-02-28 | → |
| 112 | PRIME QUADRANT US, LLC | 322068 | $44.7M | $849.3M | 4 | 2026-03-31 | → |
| 113 | STRATEGIC SWISS ADVISORS AG | 169335 | $44.0M | $220.0M | 3 | 2026-03-31 | → |
| 114 | BALLENTINE PARTNERS, LLC | 152802 | $43.4M | $15.32B | 125 | 2026-05-31 | → |
| 115 | 503 CAPITAL PARTNERS, LLC | 327580 | $42.8M | $636.4M | 14 | 2026-04-30 | → |
| 116 | TEXAS YALE CAPITAL CORP. | 126992 | $42.1M | $4.92B | 7 | 2026-05-31 | → |
| 117 | CALLAN FAMILY OFFICE, LLC | 317446 | $42.0M | $10.21B | 49 | 2026-03-31 | → |
| 118 | TURTLE CREEK MANAGEMENT, LLC | 140212 | $42.0M | $4.28B | 10 | 2026-03-31 | → |
| 119 | ROCK HARBOR PARTNERS LLC | 322545 | $41.2M | $2.67B | 4 | 2026-03-31 | → |
| 120 | IRONSIDES ASSET ADVISORS, LLC | 161683 | $40.7M | $1.42B | 3 | 2026-02-28 | → |
| 121 | MILLER INVESTMENT MANAGEMENT, LP | 108380 | $40.7M | $7.10B | 18 | 2026-03-31 | → |
| 122 | BELZBERG INVESTMENTS LLC | 315114 | $40.4M | $2.33B | 22 | 2026-05-31 | → |
| 123 | THE PUTNAM ADVISORY COMPANY, LLC | 106631 | $40.3M | $33.19B | 7 | 2025-12-31 | → |
| 124 | HOLLANDER ASSET MANAGEMENT LLC | 150343 | $40.2M | $419.7M | 2 | 2026-03-31 | → |
| 125 | BILTMORE FAMILY OFFICE, LLC | 167174 | $40.2M | $3.47B | 24 | 2026-03-31 | → |
| 126 | VIRTUS FIXED INCOME ADVISERS, LLC | 146029 | $40.1M | $34.91B | 95 | 2026-03-31 | → |
| 127 | BRAVE WARRIOR ADVISORS, LLC | 108894 | $40.0M | $5.64B | 6 | 2026-04-30 | → |
| 128 | LGL PARTNERS, LLC | 289784 | $39.9M | $1.71B | 36 | 2026-06-30 | → |
| 129 | WEST ADVISORS, INCORPORATED | 157236 | $39.8M | $636.7M | 1 | 2026-02-28 | → |
| 130 | GLOBAL INVESTMENT ADVISER LC | 105862 | $39.5M | $276.4M | 2 | 2025-05-31 | → |
| 131 | MOZAIC, LLC | 145777 | $39.2M | $3.64B | 14 | 2026-03-31 | → |
| 132 | CORDOBA ADVISORY PARTNERS LLC | 310199 | $38.8M | $2.81B | 11 | 2026-03-31 | → |
| 133 | ARBITER PARTNERS CAPITAL MANAGEMENT, LLC | 156290 | $38.5M | $1.25B | 12 | 2026-04-30 | → |
| 134 | D'ANNUNZIO CONSULTING GROUP, LLC | 144422 | $38.2M | $1.90B | 4 | 2026-03-31 | → |
| 135 | GENERAL ATLANTIC SERVICE COMPANY, L.P. | 133536 | $38.1M | $125.26B | 881 | 2026-03-31 | → |
| 136 | PEAVINE CAPITAL, LLC | 159922 | $38.0M | $496.3M | 2 | 2026-01-31 | → |
| 137 | VOYA INVESTMENT MANAGEMENT CO. LLC | 106494 | $37.9M | $274.95B | 859 | 2026-03-31 | → |
| 138 | SHADE TREE ADVISORS LLC | 289905 | $37.6M | $1.45B | 66 | 2026-03-31 | → |
| 139 | SALEM PARTNERS WEALTH MANAGEMENT, LLC | 131359 | $37.5M | $1.50B | 8 | 2026-03-31 | → |
| 140 | CIRCLE WEALTH MANAGEMENT, LLC | 142878 | $37.4M | $14.07B | 23 | 2026-04-30 | → |
| 141 | WHARTON BUSINESS GROUP, LLC | 133722 | $37.3M | $4.57B | 5 | 2026-03-31 | → |
| 142 | A16Z PERENNIAL MANAGEMENT, L.P. | 324429 | $37.1M | $2.75B | 26 | 2026-05-31 | → |
| 143 | AFT, FORSYTH & SOBER, LLC | 162858 | $36.2M | $368.5M | 2 | 2026-05-31 | → |
| 144 | WELLSPRING FINANCIAL ADVISORS, LLC | 143112 | $36.0M | $5.06B | 31 | 2026-06-30 | → |
| 145 | TYLER STREET CAPITAL | 340011 | $35.9M | $491.5M | 1 | 2026-06-30 | → |
| 146 | BAKER STREET ADVISORS, LLC | 128066 | $35.8M | $20.77B | 63 | 2026-03-31 | → |
| 147 | MICHAUD CAPITAL MANAGEMENT LLC | 159828 | $35.6M | $2.44B | 19 | 2026-03-31 | → |
| 148 | MARSICO CAPITAL MANAGEMENT, LLC | 109250 | $35.2M | $4.26B | 26 | 2026-05-31 | → |
| 149 | WESTWARD INVESTMENT ADVISORY, LLC | 281742 | $35.1M | $571.5M | 5 | 2026-03-31 | → |
| 150 | STANHOPE CAPITAL, LLP | 162512 | $34.8M | $15.70B | 64 | 2026-03-31 | → |
| 151 | TCW ASSET MANAGEMENT COMPANY LLC | 105742 | $33.5M | $81.18B | 431 | 2026-05-31 | → |
| 152 | DELEGATE ADVISORS, LLC | 159953 | $33.5M | $1.71B | 13 | 2026-03-31 | → |
| 153 | OAKRIDGE MANAGEMENT GROUP LLC | 306284 | $33.4M | $1.37B | 6 | 2026-03-31 | → |
| 154 | GELLER ADVISORS LLC | 134062 | $33.0M | $5.91B | 49 | 2025-01-31 | → |
| 155 | RPO LLC | 318296 | $33.0M | $372.1M | 6 | 2026-04-30 | → |
| 156 | SAAGA, LLC | 327015 | $32.6M | $717.5M | 6 | 2026-03-31 | → |
| 157 | FIVE ELEVEN FAMILY OFFICE LLC | 334002 | $32.5M | $162.7M | 7 | 2026-03-31 | → |
| 158 | SIGNATURE FINANCIAL MANAGEMENT INC | 106375 | $32.3M | $7.57B | 36 | 2026-03-31 | → |
| 159 | FRANK, RIMERMAN ADVISORS LLC | 124147 | $32.0M | $3.40B | 5 | 2026-03-31 | → |
| 160 | 71 WEST CAPITAL PARTNERS, LLC | 338756 | $32.0M | $5.51B | 10 | 2026-06-30 | → |
| 161 | FFT WEALTH MANAGEMENT LLC | 151225 | $31.9M | $2.34B | 36 | 2026-06-30 | → |
| 162 | ARGOS CAPITAL PARTNERS, LLC | 116165 | $31.9M | $2.61B | 15 | 2026-04-30 | → |
| 163 | PROFICIO CAPITAL PARTNERS LLC | 269931 | $31.8M | $5.27B | 23 | 2026-04-30 | → |
| 164 | CITRIN COOPERMAN WEALTH MANAGEMENT, LLC | 317528 | $31.5M | $1.70B | 9 | 2026-03-31 | → |
| 165 | ANGELES INVESTMENT ADVISORS, LLC. | 110213 | $31.4M | $7.27B | 28 | 2026-03-31 | → |
| 166 | BLACK MAPLE CAPITAL MANAGEMENT LP | 168385 | $31.1M | $352.9M | 9 | 2026-03-31 | → |
| 167 | SESTANTE WEALTH MANAGEMENT, LLC | 335152 | $30.8M | $433.9M | 4 | 2026-04-30 | → |
| 168 | DURATION ASSET MANAGEMENT, LLC | 298651 | $30.5M | $1.58B | 3 | 2026-03-31 | → |
| 169 | CENTRAL FAMILY ADVISORS, LLC | 283995 | $30.4M | $608.3M | 4 | 2026-03-31 | → |
| 170 | LYNCH ASSET MANAGEMENT, INC. | 159938 | $30.3M | $330.6M | 3 | 2026-02-28 | → |
| 171 | PREMIS ADVISORS, LLC | 283679 | $30.2M | $213.9M | 1 | 2026-03-31 | → |
| 172 | CHRONOS CAPITAL ADVISORS LLC | 283639 | $30.2M | $181.1M | 2 | 2026-03-31 | → |
| 173 | MATTERS CAPITAL LLC | 333776 | $29.7M | $296.8M | 3 | 2026-06-30 | → |
| 174 | THE INVICTUS COLLECTIVE, LLC | 310744 | $29.5M | $476.0M | 5 | 2026-06-30 | → |
| 175 | NISA INVESTMENT ADVISORS, LLC | 107313 | $29.4M | $343.89B | 417 | 2026-03-31 | → |
| 176 | MORGAN STANLEY AIP GP LP | 117050 | $29.3M | $40.85B | 200 | 2026-03-31 | → |
| 177 | CLP ASSET MANAGEMENT, LLC | 305962 | $29.0M | $173.8M | 1 | 2026-03-31 | → |
| 178 | V-SQUARE QUANTITATIVE MANAGEMENT LLC | 310355 | $28.7M | $1.42B | 5 | 2026-03-31 | → |
| 179 | MARTIN, JAVAN VON | 335035 | $28.6M | $952.3M | 1 | 2026-03-31 | → |
| 180 | OPTIMA ASSET MANAGEMENT LLC | 299826 | $28.6M | $891.6M | 22 | 2026-03-31 | → |
| 181 | A&M PRIVATE WEALTH PARTNERS, LLC | 331478 | $28.5M | $1.83B | 28 | 2026-03-31 | → |
| 182 | ICONIQ CAPITAL, LLC | 159198 | $28.3M | $117.53B | 513 | 2026-04-30 | → |
| 183 | ALLEGIANT WEALTH ADVISORS, LLC | 330239 | $28.2M | $1.17B | 3 | 2026-03-31 | → |
| 184 | HZ INVESTMENTS INC. | 312268 | $28.2M | $591.4M | 1 | 2026-02-28 | → |
| 185 | SILICON VALLEY RETIREMENT SERVICES, LLC | 154756 | $28.0M | $1.40B | 2 | 2026-02-28 | → |
| 186 | JOHNSON FINANCIAL GROUP LLC | 125101 | $27.8M | $4.53B | 62 | 2026-05-31 | → |
| 187 | E. BATOFF & CO., INC. | 124815 | $27.3M | $249.2M | 1 | 2026-03-31 | → |
| 188 | APPOMATTOX ADVISORY, INC | 153731 | $27.1M | $425.6M | 6 | 2026-03-31 | → |
| 189 | ANDERSON FINANCIAL PARTNERS, INC. | 126641 | $27.1M | $1.52B | 4 | 2026-03-31 | → |
| 190 | ARNHOLD LLC | 290117 | $27.0M | $6.44B | 13 | 2026-03-31 | → |
| 191 | THE CAPROCK GROUP, LLC | 124272 | $26.9M | $12.48B | 67 | 2026-03-31 | → |
| 192 | ARIEL INVESTMENTS, LLC | 108211 | $26.1M | $12.78B | 109 | 2026-04-30 | → |
| 193 | CLEAR BROOK ADVISORS, INC. | 132045 | $26.0M | $817.8M | 6 | 2026-03-31 | → |
| 194 | COLTER LEWIS INVESTMENT PARTNERS LLC | 297213 | $25.9M | $3.41B | 18 | 2026-03-31 | → |
| 195 | SUMMIT TRAIL ADVISORS, LLC | 220519 | $25.9M | $19.94B | 94 | 2026-05-31 | → |
| 196 | AARON WEALTH ADVISORS LLC | 298079 | $25.8M | $4.29B | 16 | 2026-05-31 | → |
| 197 | CEETO CAPITAL GROUP, LLC | 286538 | $25.0M | $531.4M | 4 | 2026-03-31 | → |
| 198 | IEQ CAPITAL, LLC | 301819 | $24.6M | $56.77B | 266 | 2026-06-30 | → |
| 199 | WILHELM FINANCIAL SERVICES, PLLC | 117504 | $24.5M | $171.3M | 1 | 2026-03-31 | → |
| 200 | NEXWAVE CAPITAL PARTNERS LLC | 241788 | $24.4M | $997.8M | 16 | 2026-03-31 | → |
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