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 | |
|---|---|---|---|---|---|---|---|
| 801 | RBO & CO, LLC | 112172 | $6.3M | $654.8M | 8 | 2026-01-31 | → |
| 802 | POPLAR FOREST CAPITAL LLC | 145250 | $6.3M | $1.28B | 10 | 2025-03-31 | → |
| 803 | PRIVATE WEALTH MANAGEMENT, INC. | 120823 | $6.3M | $832.5M | 4 | 2026-03-31 | → |
| 804 | DSG CAPITAL ADVISORS, LLC | 332056 | $6.3M | $780.3M | 10 | 2026-03-31 | → |
| 805 | HILLCREST WEALTH ADVISORS - NY, LLC | 126818 | $6.3M | $390.7M | 2 | 2026-05-31 | → |
| 806 | XPONANCE LLC | 111126 | $6.2M | $24.27B | 46 | 2026-04-30 | → |
| 807 | COMPREHENSIVE WEALTH SOLUTIONS, LLC | 131324 | $6.2M | $374.3M | 3 | 2026-03-31 | → |
| 808 | PENN DAVIS MCFARLAND INC | 110417 | $6.2M | $1.36B | 10 | 2026-03-31 | → |
| 809 | AVITY INVESTMENT MANAGEMENT INC. | 104623 | $6.2M | $2.03B | 8 | 2026-06-30 | → |
| 810 | STALEY CAPITAL ADVISERS INC | 107118 | $6.2M | $3.11B | 15 | 2026-03-31 | → |
| 811 | R.H. INVESTMENT GROUP, LLC | 115994 | $6.2M | $238.5M | 2 | 2026-02-28 | → |
| 812 | BASON ASSET MANAGEMENT LLC | 165450 | $6.2M | $848.8M | 2 | 2026-02-28 | → |
| 813 | SOUTH STREET ADVISORS, LLC | 112326 | $6.2M | $906.1M | 7 | 2026-03-31 | → |
| 814 | BRETT JOSEY WEALTH MANAGEMENT LLC | 107870 | $6.2M | $142.6M | 2 | 2026-03-31 | → |
| 815 | SOUTH TEXAS CAPITAL ADVISORS, LLC | 283773 | $6.2M | $167.2M | 2 | 2026-06-30 | → |
| 816 | ETHIC INC. | 282827 | $6.2M | $7.82B | 76 | 2026-03-31 | → |
| 817 | MOIRAI WEALTH MANAGEMENT LLC | 109675 | $6.2M | $335.4M | 5 | 2025-02-28 | → |
| 818 | STRATEGIC FINANCIAL MANAGEMENT, LLC | 157376 | $6.2M | $166.8M | 3 | 2026-03-31 | → |
| 819 | WASHINGTON GROWTH STRATEGIES LLC | 171774 | $6.2M | $247.2M | 1 | 2026-02-28 | → |
| 820 | GOLDFARB FINANCIAL MANAGEMENT, LLC | 306271 | $6.2M | $126.4M | 1 | 2026-05-31 | → |
| 821 | BROADWEALTH LLC | 304356 | $6.2M | $113.6M | 1 | 2026-03-31 | → |
| 822 | TWO PRIME INC. | 316015 | $6.1M | $416.5M | 11 | 2026-04-30 | → |
| 823 | OSPREY PRIVATE WEALTH LLC | 331295 | $6.1M | $448.4M | 6 | 2026-06-30 | → |
| 824 | JACKSON, GRANT INVESTMENT ADVISERS, INC. | 108156 | $6.1M | $577.7M | 8 | 2026-01-31 | → |
| 825 | DOCK STREET ASSET MANAGEMENT INC | 111163 | $6.1M | $1.11B | 6 | 2026-03-31 | → |
| 826 | TRIFECTA CAPITAL ADVISORS, LLC | 317391 | $6.1M | $927.4M | 3 | 2026-03-31 | → |
| 827 | MAIN MANAGEMENT, LLC | 120361 | $6.1M | $1.90B | 27 | 2026-03-31 | → |
| 828 | XXI WEALTH, LLC | 330796 | $6.1M | $531.5M | 5 | 2026-03-31 | → |
| 829 | CLARK MONROE BLACKMAN L.L.C. | 139757 | $6.1M | $219.9M | 2 | 2026-04-30 | → |
| 830 | WARWICK INVESTMENT MANAGEMENT, INC. | 105951 | $6.1M | $2.48B | 9 | 2026-06-30 | → |
| 831 | SPYGLASS CAPITAL MANAGEMENT, LLC | 281266 | $6.1M | $2.02B | 11 | 2026-06-30 | → |
| 832 | IFC ADVISORS LLC | 332157 | $6.1M | $2.34B | 18 | 2026-03-31 | → |
| 833 | EDGEWOOD MANAGEMENT LLC | 106647 | $6.1M | $21.52B | 41 | 2026-03-31 | → |
| 834 | MGB WEALTH MANAGEMENT, LLC | 307995 | $6.1M | $421.9M | 5 | 2025-03-31 | → |
| 835 | WILMINGTON TRUST INVESTMENT ADVISORS, INC. | 106909 | $6.1M | $17.83B | 104 | 2026-05-31 | → |
| 836 | CORIENT PRIVATE WEALTH LLC | 319448 | $6.1M | $165.25B | 1,537 | 2026-03-31 | → |
| 837 | NINEPOINTTWO CAPITAL LLC | 297270 | $6.1M | $314.8M | 2 | 2026-02-28 | → |
| 838 | TOPSAIL WEALTH MANAGEMENT LLC | 331098 | $6.1M | $1.31B | 5 | 2026-05-31 | → |
| 839 | HERONETTA MANAGEMENT, L.P. | 157307 | $6.1M | $253.6M | 5 | 2026-03-31 | → |
| 840 | CH GLOBAL CAPITAL MANAGEMENT, LLC | 283431 | $6.0M | $529.1M | 5 | 2026-03-31 | → |
| 841 | AEGIS WEALTH MANAGEMENT LLC | 134429 | $6.0M | $744.1M | 6 | 2026-03-31 | → |
| 842 | MITTELMAN WEALTH MANAGEMENT LLC | 313042 | $6.0M | $204.6M | 1 | 2026-03-31 | → |
| 843 | ALTAR ROCK LLC | 326868 | $6.0M | $158.7M | 8 | 2026-06-30 | → |
| 844 | SUMMA CORP. | 113091 | $6.0M | $587.2M | 2 | 2026-05-31 | → |
| 845 | POSTROCK PARTNERS LLC | 328865 | $6.0M | $489.1M | 5 | 2026-05-31 | → |
| 846 | THE GLEASON GROUP, INC. | 175104 | $6.0M | $1.61B | 11 | 2026-06-30 | → |
| 847 | NEWSOUTH CAPITAL MANAGEMENT INC | 110676 | $6.0M | $2.23B | 11 | 2026-06-30 | → |
| 848 | SHINING ROCK ADVISORS LLC | 311295 | $6.0M | $153.8M | 2 | 2026-03-31 | → |
| 849 | BREAKTHRU ADVISORY SERVICES, LLC | 332173 | $6.0M | $125.7M | 4 | 2026-06-30 | → |
| 850 | EVANSON FINANCIAL, LLC | 340506 | $6.0M | $5.85B | 10 | 2026-05-31 | → |
| 851 | T. ROWE PRICE ASSOCIATES, INC. | 105496 | $6.0M | $2.20T | 3,760 | 2026-03-31 | → |
| 852 | CLEARWELL ADVISORS, LLC | 306186 | $6.0M | $413.5M | 9 | 2026-04-30 | → |
| 853 | WELCH CAPITAL PARTNERS LLC | 106721 | $5.9M | $506.2M | 4 | 2026-04-30 | → |
| 854 | THE EIDEARD GROUP, LLC | 139834 | $5.9M | $158.1M | 3 | 2026-03-31 | → |
| 855 | GOLDEN GATE PERSONAL FINANCIAL PLANNING | 132264 | $5.9M | $195.9M | 1 | 2026-02-28 | → |
| 856 | OWL CREEK WEALTH PARTNERS LLC | 331850 | $5.9M | $602.3M | 5 | 2026-06-30 | → |
| 857 | EVANSON ASSET MANAGEMENT, LLC | 135188 | $5.9M | $5.91B | 6 | 2026-02-28 | → |
| 858 | KENNICOTT CAPITAL MANAGEMENT LLC | 128947 | $5.9M | $323.9M | 2 | 2026-03-31 | → |
| 859 | DOUGHERTY WEALTH ADVISERS LLC | 143138 | $5.9M | $505.4M | 5 | 2026-05-31 | → |
| 860 | KLOSTERS CAPITAL LLC | 285582 | $5.9M | $495.6M | 7 | 2026-03-31 | → |
| 861 | PEAK INVESTMENT ADVISORS, INC. | 113967 | $5.9M | $234.6M | 2 | 2026-03-31 | → |
| 862 | 16ROCK ASSET MANAGEMENT LLC | 326709 | $5.9M | $66.9M | 1 | 2025-07-31 | → |
| 863 | OPTIMA ASSET MANAGEMENT INC | 106095 | $5.9M | $657.4M | 2 | 2026-02-28 | → |
| 864 | REDBUD ADVISORS LLC | 300477 | $5.9M | $367.8M | 8 | 2026-03-31 | → |
| 865 | ASSET STRATEGY CONSULTANTS LLC | 110800 | $5.9M | $5.16B | 14 | 2026-06-30 | → |
| 866 | DILLOW WEALTH MANAGEMENT LLC | 313192 | $5.9M | $106.3M | 2 | 2026-02-28 | → |
| 867 | HERITAGE INVESTORS MANAGEMENT CORP | 110420 | $5.9M | $4.63B | 22 | 2026-03-31 | → |
| 868 | STOIC POINT CAPITAL MANAGEMENT LLC | 297766 | $5.9M | $119.5M | 3 | 2026-03-31 | → |
| 869 | MONTROSE ADVISORS INCORPORATED | 105918 | $5.9M | $670.8M | 5 | 2026-03-31 | → |
| 870 | TRUST BEYOND CORP | 312721 | $5.9M | $129.4M | 1 | 2026-01-31 | → |
| 871 | MONTAG A & ASSOCIATES INC | 105756 | $5.9M | $2.97B | 30 | 2026-03-31 | → |
| 872 | ARTHUR M. COHEN & ASSOCIATES LLC | 105894 | $5.9M | $1.11B | 5 | 2026-04-30 | → |
| 873 | OXFORD CAPITAL MANAGEMENT, INC. | 118359 | $5.9M | $170.0M | 2 | 2026-02-28 | → |
| 874 | AQUA ADVISORS LLC | 285399 | $5.9M | $298.8M | 2 | 2026-03-31 | → |
| 875 | PROVIDENT TRUST COMPANY | 110118 | $5.9M | $6.86B | 12 | 2026-04-30 | → |
| 876 | BAS CAPITAL CORP. | 150430 | $5.9M | $117.0M | 2 | 2026-06-30 | → |
| 877 | EVERGREEN CAPITAL MANAGEMENT LLC | 104931 | $5.8M | $7.19B | 37 | 2026-03-31 | → |
| 878 | SEIZERT CAPITAL PARTNERS, LLC | 108954 | $5.8M | $2.48B | 17 | 2026-02-28 | → |
| 879 | BENNINGFIELD FINANCIAL ADVISORS, LLC | 134950 | $5.8M | $284.3M | 3 | 2026-02-28 | → |
| 880 | AERODIGM WEALTH LLC | 282312 | $5.8M | $1.46B | 9 | 2026-05-31 | → |
| 881 | BARON WEALTH MANAGEMENT, LLC | 153117 | $5.8M | $846.8M | 6 | 2026-03-31 | → |
| 882 | BPS CAPITAL MANAGEMENT, INC. | 120006 | $5.8M | $3.10B | 5 | 2026-01-31 | → |
| 883 | KOTAK ALTERNATE ASSET MANAGERS LIMITED | 317952 | $5.8M | $18.52B | 214 | 2026-06-30 | → |
| 884 | FAYEZ SAROFIM & CO., LLC | 106584 | $5.8M | $35.07B | 54 | 2026-05-31 | → |
| 885 | QUANTITATIVE FINANCIAL STRATEGIES LLC | 331416 | $5.8M | $156.2M | 3 | 2026-05-31 | → |
| 886 | ROBLE, BELKO AND COMPANY, INC. | 123286 | $5.8M | $1.55B | 9 | 2026-03-31 | → |
| 887 | COLUMBUS MACRO, LLC | 286374 | $5.8M | $970.3M | 7 | 2026-02-28 | → |
| 888 | MEYER HANDELMAN COMPANY LLC | 107309 | $5.8M | $3.24B | 18 | 2026-03-31 | → |
| 889 | BOLTHOUSE INVESTMENTS, LLC | 148531 | $5.8M | $631.2M | 9 | 2026-04-30 | → |
| 890 | ARS INVESTMENT PARTNERS, LLC | 5845 | $5.8M | $2.71B | 18 | 2026-04-30 | → |
| 891 | BOSTON FAMILY OFFICE LLC | 107141 | $5.8M | $2.02B | 17 | 2026-03-31 | → |
| 892 | EAGLE'S VIEW CAPITAL MANAGEMENT LLC | 160494 | $5.8M | $860.5M | 10 | 2026-03-31 | → |
| 893 | LIFE LINE WEALTH MANAGEMENT LLC | 171051 | $5.7M | $557.6M | 6 | 2026-03-31 | → |
| 894 | FORT POINT CAPITAL PARTNERS LLC | 146759 | $5.7M | $2.89B | 32 | 2026-03-31 | → |
| 895 | PATHMONT, LLC | 299217 | $5.7M | $169.7M | 1 | 2026-05-31 | → |
| 896 | BLACK CORAL FINANCIAL ADVISORS, LLC | 154623 | $5.7M | $504.4M | 6 | 2026-02-28 | → |
| 897 | CLARITY CAPITAL ADVISORS, LLC | 282405 | $5.7M | $406.3M | 2 | 2026-02-28 | → |
| 898 | PATHWAY FINANCIAL ADVISORS, LLC | 124801 | $5.7M | $1.65B | 11 | 2026-03-31 | → |
| 899 | CIO CAPITAL GROUP LLC | 336490 | $5.7M | $40.1M | 5 | 2026-04-30 | → |
| 900 | HEMISPHERE PARTNERS LLC | 136535 | $5.7M | $228.9M | 2 | 2026-03-31 | → |
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