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 | |
|---|---|---|---|---|---|---|---|
| 401 | FITZROY INVESTMENT ADVISORS LLC | 174342 | $12.9M | $1.04B | 9 | 2026-03-31 | → |
| 402 | VIEW CAPITAL RIA, LP | 130678 | $12.9M | $1.82B | 18 | 2026-03-31 | → |
| 403 | SENTRY, LLC | 150593 | $12.9M | $2.33B | 4 | 2026-03-31 | → |
| 404 | CHECKS & BALANCES, INC. | 112145 | $12.8M | $251.1M | 1 | 2026-01-31 | → |
| 405 | OUTRUNNER CAPITAL, LLC | 331377 | $12.8M | $498.5M | 4 | 2026-06-30 | → |
| 406 | HARBOUR CAPITAL ADVISORS, LLC | 157266 | $12.7M | $701.1M | 11 | 2026-02-28 | → |
| 407 | WELCH & FORBES LLC | 115119 | $12.7M | $9.90B | 55 | 2026-05-31 | → |
| 408 | AUTUMN GLORY PARTNERS, LLC | 288250 | $12.7M | $747.6M | 2 | 2026-03-31 | → |
| 409 | CANDIDE GROUP, LLC | 286086 | $12.6M | $123.6M | 13 | 2026-03-31 | → |
| 410 | SIT INVESTMENT ASSOCIATES, INC | 105725 | $12.6M | $3.54B | 73 | 2026-06-30 | → |
| 411 | BAYSHORE CAPITAL ADVISORS, LLC | 110209 | $12.6M | $879.2M | 12 | 2026-06-30 | → |
| 412 | STORGE PARTNERS ECONOMIC STUDIES LLC | 305395 | $12.5M | $866.6M | 5 | 2026-02-28 | → |
| 413 | COASTEDGE PARTNERS, LLC | 149685 | $12.5M | $2.14B | 16 | 2026-03-31 | → |
| 414 | COHEN CAPITAL MANAGEMENT INC | 107903 | $12.5M | $1.00B | 7 | 2026-03-31 | → |
| 415 | PICEA CAPITAL LLC | 307775 | $12.5M | $186.8M | 3 | 2026-03-31 | → |
| 416 | BROOKLAWN CAPITAL ADVISORS LLC | 287796 | $12.4M | $124.0M | 1 | 2026-03-31 | → |
| 417 | VIRTERA PARTNERS LLC | 308187 | $12.3M | $451.8M | 5 | 2026-03-31 | → |
| 418 | CONIFER INVESTMENTS LTD | 106159 | $12.3M | $524.0M | 3 | 2026-03-31 | → |
| 419 | DOWNTOWN WEALTH STUDIOS, LLC | 325213 | $12.3M | $563.5M | 5 | 2026-03-31 | → |
| 420 | ALTHUM ADVISORS LLC | 315952 | $12.2M | $2.03B | 11 | 2026-03-31 | → |
| 421 | KEEBECK PARTNERS, LLC | 297496 | $12.2M | $2.03B | 9 | 2026-03-31 | → |
| 422 | INTERNATIONAL MANAGEMENT ADVISORS LTD. | 140361 | $12.2M | $109.5M | 1 | 2026-03-31 | → |
| 423 | ANGELES WEALTH MANAGEMENT, LLC | 159952 | $12.2M | $2.81B | 17 | 2026-03-31 | → |
| 424 | SAPIENT CAPITAL LLC | 324899 | $12.1M | $13.76B | 59 | 2026-03-31 | → |
| 425 | TWENTY-FIRST TAILORED SOLUTIONS, INC. | 158381 | $12.1M | $515.3M | 1 | 2026-01-31 | → |
| 426 | FIDUCIARY WEALTH PARTNERS, LLC | 160696 | $12.1M | $1.54B | 10 | 2026-03-31 | → |
| 427 | FIAM LLC | 133196 | $12.0M | $347.73B | 196 | 2026-03-31 | → |
| 428 | KAI WEALTH LLC | 332136 | $12.0M | $275.2M | 6 | 2026-04-30 | → |
| 429 | SERVICE ACADEMY CAPITAL MANAGEMENT LLC | 226628 | $11.9M | $734.0M | 7 | 2026-01-31 | → |
| 430 | NOCTUA INTERNATIONAL WMG, LLC | 151170 | $11.9M | $474.5M | 7 | 2026-03-31 | → |
| 431 | ATLANTA CONSULTING GROUP ADVISORS, LLC | 288169 | $11.9M | $14.70B | 23 | 2026-04-30 | → |
| 432 | PARTNERS CAPITAL INVESTMENT GROUP, LLP | 120663 | $11.9M | $50.51B | 190 | 2026-04-30 | → |
| 433 | J.P. MARVEL INVESTMENT ADVISORS, INC. | 144364 | $11.9M | $820.7M | 8 | 2026-03-31 | → |
| 434 | AF ADVISORS, INC. | 149683 | $11.9M | $479.8M | 2 | 2026-03-31 | → |
| 435 | KEYSTONE GLOBAL PARTNERS LLC | 153147 | $11.9M | $580.5M | 4 | 2026-04-30 | → |
| 436 | AG ASSET ADVISORY, LLC | 154406 | $11.9M | $440.5M | 3 | 2026-03-31 | → |
| 437 | INVESCO MANAGED ACCOUNTS, LLC | 154461 | $11.9M | $31.28B | 68 | 2026-06-30 | → |
| 438 | HUNTER KEITH INDUSTRIES, INC. | 332688 | $11.9M | $379.3M | 3 | 2025-03-31 | → |
| 439 | ARIADNE WEALTH MANAGEMENT, LP | 170999 | $11.8M | $627.3M | 6 | 2026-03-31 | → |
| 440 | IRIDIAN ASSET MANAGEMENT LLC | 104550 | $11.8M | $280.2M | 5 | 2026-04-30 | → |
| 441 | CHAPEL BRIDGE WEALTH ADVISORS, LLC | 313295 | $11.8M | $273.6M | 3 | 2026-03-31 | → |
| 442 | TORO WEST CAPITAL ADVISORS, LLC | 331265 | $11.7M | $245.7M | 4 | 2026-04-30 | → |
| 443 | WASSAW SOUND MANAGEMENT, LLC | 299164 | $11.7M | $122.7M | 3 | 2026-03-31 | → |
| 444 | SELLWOOD INVESTMENT PARTNERS LLC | 164696 | $11.6M | $2.28B | 16 | 2026-06-30 | → |
| 445 | AVESTAR CAPITAL, LLC | 287525 | $11.6M | $2.07B | 16 | 2026-06-30 | → |
| 446 | SAFFORD NICHOLAS H & CO INC | 104740 | $11.6M | $1.80B | 8 | 2026-03-31 | → |
| 447 | SEVEN MILE ADVISORY LLC | 324114 | $11.6M | $416.8M | 4 | 2026-04-30 | → |
| 448 | BAFFIN ADVISORS LLC | 151202 | $11.5M | $103.9M | 1 | 2026-03-31 | → |
| 449 | EUROCAPITAL ADVISORS, INC | 126163 | $11.5M | $103.6M | 2 | 2026-03-31 | → |
| 450 | CAIN CAPITAL L.L.C. | 113592 | $11.5M | $171.2M | 4 | 2026-02-28 | → |
| 451 | PALISADE ASSET MANAGEMENT, LLC | 136089 | $11.4M | $1.27B | 10 | 2026-03-31 | → |
| 452 | PARKVIEW US LLC | 160172 | $11.4M | $312.3M | 5 | 2026-02-28 | → |
| 453 | NEW REPUBLIC CAPITAL, LLC | 310907 | $11.4M | $3.03B | 28 | 2026-03-31 | → |
| 454 | BRANSON FRANK A INC | 110451 | $11.4M | $223.2M | 1 | 2026-03-31 | → |
| 455 | SCOTT CAPITAL PARTNERS LLP | 332026 | $11.4M | $970.5M | 20 | 2026-06-30 | → |
| 456 | TILLMAN HARTLEY LLC | 109479 | $11.3M | $746.3M | 5 | 2026-03-31 | → |
| 457 | DARTMOUTH CAPITAL ADVISORS, INC. | 105933 | $11.3M | $167.6M | 1 | 2026-01-31 | → |
| 458 | LEGAL ADVANTAGE INVESTMENTS, INC. | 118131 | $11.3M | $275.3M | 2 | 2026-03-31 | → |
| 459 | IADVISE PARTNERS LLC | 168564 | $11.2M | $224.5M | 3 | 2026-04-30 | → |
| 460 | WMKI GROUP LLC | 309832 | $11.2M | $211.0M | 5 | 2026-04-30 | → |
| 461 | INCOME RESEARCH + MANAGEMENT | 104863 | $11.2M | $130.65B | 218 | 2026-03-31 | → |
| 462 | JFG WEALTH MANAGEMENT, LLC | 285023 | $11.2M | $1.16B | 47 | 2025-08-31 | → |
| 463 | THOMAS WRIGHT ASSET MANAGEMENT, INC. | 105192 | $11.1M | $341.3M | 1 | 2026-03-31 | → |
| 464 | SENDERO WEALTH MANAGEMENT, LLC | 145594 | $11.1M | $6.51B | 41 | 2026-03-31 | → |
| 465 | CENTRAL PINE CAPITAL, LLC | 322281 | $11.1M | $332.4M | 5 | 2026-05-31 | → |
| 466 | THE MCHUGH GROUP, LLC | 119811 | $11.0M | $331.3M | 1 | 2026-03-31 | → |
| 467 | CREDIT CAPITAL INVESTMENTS, LLC | 160537 | $11.0M | $351.3M | 7 | 2026-03-31 | → |
| 468 | BLUESTONE PRIVATE WEALTH, LLC | 326055 | $10.9M | $190.4M | 3 | 2026-03-31 | → |
| 469 | ANNIS GARDNER WHITING CAPITAL ADVISORS LLC | 150570 | $10.9M | $1.73B | 21 | 2026-03-31 | → |
| 470 | INDEPENDENCE ASSET ADVISORS, LLC | 152963 | $10.9M | $2.19B | 5 | 2026-03-31 | → |
| 471 | MFT WEALTH MANAGEMENT, INC. | 339361 | $10.8M | $136.3M | 1 | 2026-03-31 | → |
| 472 | THE CAVANAUGH GROUP INC | 105931 | $10.8M | $485.7M | 2 | 2026-06-30 | → |
| 473 | TCN PRIVATE WEALTH MANAGEMENT LLC | 310464 | $10.8M | $119.0M | 1 | 2026-03-31 | → |
| 474 | SUMNICHT & ASSOCIATES, LLC | 111421 | $10.8M | $107.9M | 3 | 2026-03-31 | → |
| 475 | TURIM 21 INVESTIMENTOS LTDA | 286618 | $10.8M | $7.24B | 124 | 2026-04-30 | → |
| 476 | ASTON CAPITAL MANAGEMENT | 291310 | $10.8M | $711.8M | 3 | 2026-03-31 | → |
| 477 | BEACH INVESTMENT COUNSEL INC | 107615 | $10.8M | $981.7M | 10 | 2025-03-31 | → |
| 478 | PCM ENCORE, LLC | 333127 | $10.7M | $1.94B | 16 | 2026-06-30 | → |
| 479 | DELTA WEALTH MANAGEMENT | 111368 | $10.7M | $522.5M | 2 | 2026-03-31 | → |
| 480 | WALDRON PRIVATE WEALTH, LLC | 131063 | $10.6M | $5.50B | 70 | 2026-03-31 | → |
| 481 | AUGUSTINE ASSET MANAGEMENT INC | 105801 | $10.6M | $783.3M | 8 | 2026-03-31 | → |
| 482 | CHEVY CHASE TRUST COMPANY | 110742 | $10.6M | $44.93B | 119 | 2026-03-31 | → |
| 483 | MANCHESTER CAPITAL MANAGEMENT LLC | 110003 | $10.5M | $2.83B | 38 | 2026-03-31 | → |
| 484 | PRIVATE WEALTH MANAGEMENT LLC | 137770 | $10.5M | $126.2M | 1 | 2026-03-31 | → |
| 485 | CAPITAL COUNSEL LLC | 109001 | $10.5M | $2.87B | 13 | 2026-03-31 | → |
| 486 | BARTON INVESTMENT MANAGEMENT, LLC | 141084 | $10.5M | $984.7M | 7 | 2026-02-28 | → |
| 487 | DWV ADVISORS, LLC | 154148 | $10.4M | $156.6M | 1 | 2026-06-30 | → |
| 488 | SERENUS WEALTH ADVISORS, LLC | 332034 | $10.4M | $1.47B | 6 | 2026-06-30 | → |
| 489 | BLUEPRINT INVESTING LLC | 151422 | $10.4M | $436.3M | 3 | 2026-06-30 | → |
| 490 | GLOBAL STRATEGIC INVESTMENT SOLUTIONS, LLC | 175300 | $10.4M | $1.61B | 7 | 2026-04-30 | → |
| 491 | GRANGER MANAGEMENT LLC | 168096 | $10.4M | $4.92B | 12 | 2026-03-31 | → |
| 492 | GRANT TANI BARASH & ALTMAN, LLC | 319128 | $10.4M | $2.28B | 89 | 2026-05-31 | → |
| 493 | QUADRANT CAPITAL GROUP LLC | 147253 | $10.3M | $5.40B | 26 | 2026-02-28 | → |
| 494 | SAGEWOOD ASSET MANAGEMENT LP | 281548 | $10.3M | $2.70B | 7 | 2026-03-31 | → |
| 495 | RIVERVIEW RESEARCH, LLC | 162318 | $10.3M | $990.8M | 3 | 2026-03-31 | → |
| 496 | INTEGRA GLOBAL ADVISORS LLC | 288511 | $10.3M | $684.1M | 11 | 2026-03-31 | → |
| 497 | WILLIAMS CAPITAL MANAGEMENT COMPANY | 109412 | $10.3M | $225.6M | 1 | 2026-03-31 | → |
| 498 | LONG ROAD INVESTMENT COUNSEL, LLC | 171343 | $10.2M | $346.4M | 2 | 2026-03-31 | → |
| 499 | STW ASSOCIATES | 106196 | $10.2M | $152.8M | 1 | 2026-03-31 | → |
| 500 | KOPION ASSET MANAGEMENT, LLC | 152693 | $10.2M | $142.6M | 2 | 2026-02-28 | → |
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