Research Report · 2026-06-30
Registered Investment Advisers with the Highest Wealth Assets per Employee
SEC-registered investment advisers ranked by wealth assets / employee.
Firms
1,000
Total AUM
$16.81T
Median AUM
$1.59B
Latest Filing
2026-06-30
| Rank↕ | Firm Name | CRD↕ | Wealth Assets / Employee↕ | AUM↕ | Employees↕ | Latest Filing | |
|---|---|---|---|---|---|---|---|
| 901 | WEALTH MANAGEMENT PARTNERS, LLC | 309790 | $95.5M | $793.5M | 8 | 2026-02-28 | → |
| 902 | OAK FAMILY ADVISORS, LLC | 141332 | $95.5M | $621.0M | 6 | 2026-06-30 | → |
| 903 | SERVICE ACADEMY CAPITAL MANAGEMENT LLC | 226628 | $95.5M | $734.0M | 7 | 2026-01-31 | → |
| 904 | CAPSTONE FINANCIAL ADVISORS INC | 109341 | $95.3M | $2.87B | 30 | 2026-03-31 | → |
| 905 | WARBURTON CAPITAL MANAGEMENT, LLC | 141969 | $95.3M | $786.6M | 7 | 2026-02-28 | → |
| 906 | SANDHILL CAPITAL PARTNERS LLC | 129800 | $95.2M | $2.40B | 22 | 2026-03-31 | → |
| 907 | SKYOAK WEALTH LLC | 299564 | $95.1M | $692.7M | 7 | 2026-03-31 | → |
| 908 | PINNACLE FINANCIAL GROUP LLC | 116600 | $95.1M | $672.7M | 7 | 2026-03-31 | → |
| 909 | WASHINGTON TRUST ADVISORS, INC. | 110407 | $95.1M | $2.39B | 21 | 2026-05-31 | → |
| 910 | SLWA, LLC | 309506 | $95.0M | $760.0M | 6 | 2026-03-31 | → |
| 911 | ERN FINANCIAL, LLC | 297717 | $95.0M | $1.15B | 12 | 2026-04-30 | → |
| 912 | ARBORSTONE FINANCIAL, LLC | 338225 | $95.0M | $476.0M | 5 | 2026-05-31 | → |
| 913 | CALAMOS WEALTH MANAGEMENT LLC | 143490 | $95.0M | $5.48B | 51 | 2026-04-30 | → |
| 914 | ACORN CREEK CAPITAL LLC | 325809 | $94.8M | $488.7M | 5 | 2026-01-31 | → |
| 915 | CW ADVISORS, LLC | 310873 | $94.7M | $15.22B | 152 | 2026-05-31 | → |
| 916 | COGENTBLUE WEALTH ADVISORS, LLC | 312899 | $94.7M | $606.0M | 5 | 2026-05-31 | → |
| 917 | POEHLING CAPITAL MANAGEMENT, INC. | 131668 | $94.7M | $591.3M | 6 | 2026-02-28 | → |
| 918 | FREESTONE CAPITAL MANAGEMENT, LLC | 145711 | $94.6M | $14.54B | 120 | 2026-06-30 | → |
| 919 | ARIES WEALTH MANAGEMENT, LLC | 175477 | $94.6M | $658.6M | 6 | 2026-03-31 | → |
| 920 | B&T CAPITAL MANAGEMENT, INCORPORATED | 121703 | $94.4M | $871.4M | 9 | 2026-03-31 | → |
| 921 | PERSONAL INVESTMENT MANAGEMENT INC | 107829 | $94.4M | $567.6M | 6 | 2025-02-28 | → |
| 922 | CALEDONIA (PRIVATE) INVESTMENTS PTY LIMITED | 161331 | $94.4M | $10.23B | 28 | 2025-09-30 | → |
| 923 | DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL, INC. | 121560 | $94.3M | $2.58B | 19 | 2026-03-31 | → |
| 924 | CLIFFORD SWAN INVESTMENT COUNSEL LLC | 108033 | $94.3M | $4.48B | 40 | 2026-02-28 | → |
| 925 | THE INVICTUS COLLECTIVE, LLC | 310744 | $94.3M | $476.0M | 5 | 2026-06-30 | → |
| 926 | PARATUS FINANCIAL, INC. | 133361 | $94.2M | $757.4M | 8 | 2026-03-31 | → |
| 927 | ACKERMAN CAPITAL ADVISORS, LLC | 123824 | $94.2M | $604.0M | 6 | 2026-03-31 | → |
| 928 | ALLEN WEALTH MANAGEMENT, LLC | 133038 | $94.2M | $664.3M | 7 | 2026-01-31 | → |
| 929 | COMPASS FINANCIAL GROUP, INC | 157109 | $94.2M | $1.23B | 13 | 2025-11-30 | → |
| 930 | BERKELEY, INC | 117667 | $94.1M | $573.9M | 6 | 2026-02-28 | → |
| 931 | AMERICA FIRST INVESTMENT ADVISORS LLC | 106984 | $94.0M | $665.1M | 7 | 2026-06-30 | → |
| 932 | CAPITAL ADVISERS, INC. | 118442 | $94.0M | $620.0M | 5 | 2026-01-31 | → |
| 933 | LAKESHORE FINANCIAL PLANNING INC. | 299129 | $93.9M | $469.3M | 5 | 2026-02-28 | → |
| 934 | LIBERTY SQUARE WEALTH PARTNERS LLC | 332476 | $93.8M | $567.8M | 6 | 2026-05-31 | → |
| 935 | ALLEY INVESTMENT MANAGEMENT COMPANY, LLC | 317544 | $93.8M | $907.2M | 9 | 2026-03-31 | → |
| 936 | CULLEN CAPITAL MANAGEMENT, LLC | 113128 | $93.8M | $11.58B | 64 | 2026-03-31 | → |
| 937 | HOHIMER WEALTH MANAGEMENT, LLC | 300140 | $93.8M | $1.26B | 12 | 2026-03-31 | → |
| 938 | GRAVES LIGHT LENHART WEALTH, INC. | 298283 | $93.8M | $1.23B | 11 | 2026-03-31 | → |
| 939 | MARTEL WEALTH ADVISORS INC | 296896 | $93.8M | $1.46B | 13 | 2026-01-31 | → |
| 940 | MERIDIAN INVESTMENT ADVISORS, INC. | 107593 | $93.7M | $628.0M | 5 | 2026-03-31 | → |
| 941 | IRONVIEW CAPITAL MANAGEMENT, LLC | 150250 | $93.6M | $1.39B | 12 | 2026-03-31 | → |
| 942 | KATHMERE CAPITAL MANAGEMENT, LLC | 305118 | $93.6M | $3.48B | 24 | 2026-03-31 | → |
| 943 | TMB CAPITAL PARTNERS, LLC | 335750 | $93.5M | $867.8M | 6 | 2026-05-31 | → |
| 944 | PROFESSIONAL ADVISORY SERVICES INC | 105397 | $93.4M | $1.26B | 13 | 2026-03-31 | → |
| 945 | JOHNSON INVESTMENT COUNSEL, INC. | 117054 | $93.4M | $22.98B | 164 | 2026-05-31 | → |
| 946 | BOSTON FINANCIAL MANAGEMENT LLC | 112360 | $93.4M | $5.01B | 49 | 2025-03-31 | → |
| 947 | WILLOW CREEK WEALTH MANAGEMENT, INC. | 109240 | $93.4M | $2.30B | 23 | 2026-04-30 | → |
| 948 | INSCRIPTION CAPITAL, LLC | 291780 | $93.4M | $2.05B | 20 | 2026-03-31 | → |
| 949 | MONTAG A & ASSOCIATES INC | 105756 | $93.3M | $2.97B | 30 | 2026-03-31 | → |
| 950 | HOWLAND CAPITAL MANAGEMENT LLC | 104726 | $93.3M | $3.74B | 35 | 2026-03-31 | → |
| 951 | WEALTHVALUES, LLC | 140004 | $93.3M | $466.5M | 5 | 2026-03-31 | → |
| 952 | PITCAIRN WEALTH ADVISORS LLC | 333260 | $93.3M | $5.87B | 62 | 2026-03-31 | → |
| 953 | COURIER CAPITAL, LLC | 282485 | $93.1M | $3.59B | 26 | 2026-03-31 | → |
| 954 | FIELDER CAPITAL GROUP LLC | 156737 | $93.0M | $1.21B | 11 | 2026-03-31 | → |
| 955 | ACUMEN FINANCIAL ADVISORS, LLC | 152748 | $93.0M | $465.2M | 5 | 2026-03-31 | → |
| 956 | CAPITAL ADVISORS, LTD., LLC | 153600 | $93.0M | $1.37B | 14 | 2026-03-31 | → |
| 957 | LIFE LINE WEALTH MANAGEMENT LLC | 171051 | $92.9M | $557.6M | 6 | 2026-03-31 | → |
| 958 | BRIDGE CREEK CAPITAL MANAGEMENT LLC | 141001 | $92.9M | $470.6M | 5 | 2025-03-31 | → |
| 959 | NIGHT OWL CAPITAL MANAGEMENT, LLC | 106030 | $92.9M | $1.10B | 8 | 2026-03-31 | → |
| 960 | STERLING FINANCIAL PLANNING INC | 108664 | $92.8M | $760.8M | 8 | 2026-03-31 | → |
| 961 | GM ADVISORY GROUP, LLC | 147592 | $92.7M | $4.36B | 46 | 2026-03-31 | → |
| 962 | VONTOBEL SWISS FINANCIAL ADVISERS AG | 130668 | $92.7M | $11.94B | 105 | 2026-03-31 | → |
| 963 | HOGE FINANCIAL SERVICES, LLC | 148209 | $92.7M | $621.9M | 6 | 2026-03-31 | → |
| 964 | YCG, LLC | 145769 | $92.7M | $1.54B | 9 | 2026-03-31 | → |
| 965 | OLIVER LUXXE ASSETS LLC | 169588 | $92.7M | $981.9M | 9 | 2026-03-31 | → |
| 966 | HTG INVESTMENT ADVISORS INC | 108614 | $92.7M | $1.11B | 12 | 2026-04-30 | → |
| 967 | ONE WEALTH ADVISORS, LLC | 170910 | $92.5M | $1.25B | 13 | 2026-03-31 | → |
| 968 | MEDIQUS ASSET ADVISORS INC | 107694 | $92.5M | $1.46B | 11 | 2026-03-31 | → |
| 969 | CHARTER CAPITAL MANAGEMENT, LLC | 35919 | $92.4M | $462.2M | 5 | 2026-03-31 | → |
| 970 | VENTURE VISIONARY PARTNERS LLC | 304237 | $92.4M | $5.24B | 46 | 2026-03-31 | → |
| 971 | PEGASUS ASSET MANAGEMENT INC | 104766 | $92.4M | $553.6M | 5 | 2026-06-30 | → |
| 972 | WOOD TARVER FINANCIAL GROUP, LLC | 298793 | $92.4M | $489.0M | 5 | 2026-04-30 | → |
| 973 | THE HIGH NET WORTH ADVISORY GROUP, LLC | 309997 | $92.3M | $861.7M | 9 | 2026-01-31 | → |
| 974 | CVFG LLC | 325310 | $92.2M | $1.15B | 11 | 2026-05-31 | → |
| 975 | TYCHE WEALTH PARTNERS LLC | 326006 | $92.2M | $1.57B | 17 | 2026-06-30 | → |
| 976 | HILL INVESTMENT GROUP PARTNERS, LLC | 312052 | $92.2M | $1.35B | 12 | 2026-03-31 | → |
| 977 | WILKINS INVESTMENT COUNSEL INC | 104913 | $92.1M | $1.12B | 11 | 2026-04-30 | → |
| 978 | VIDENT ADVISORY, LLC | 286622 | $92.0M | $22.02B | 38 | 2026-03-31 | → |
| 979 | LUGANO FINANCIAL ADVISORS S.A. | 152864 | $92.0M | $1.09B | 11 | 2026-04-30 | → |
| 980 | RUEDI WEALTH MANAGEMENT, INC. | 173262 | $92.0M | $498.0M | 5 | 2026-04-30 | → |
| 981 | VERMILLION WEALTH MANAGEMENT INC. | 281978 | $92.0M | $459.9M | 5 | 2026-06-30 | → |
| 982 | QUANTUM FINANCIAL ADVISORS, LLC | 317386 | $92.0M | $1.48B | 16 | 2026-06-30 | → |
| 983 | ATWATER MALICK, LLC | 147972 | $91.9M | $687.4M | 6 | 2026-04-30 | → |
| 984 | INNOVATIVE FINANCIAL SOLUTIONS NJ, LLC | 332536 | $91.8M | $594.9M | 6 | 2026-03-31 | → |
| 985 | GIBSON CAPITAL, LLC | 148836 | $91.8M | $3.03B | 17 | 2026-03-31 | → |
| 986 | LEVIN CAPITAL STRATEGIES, L.P. | 137147 | $91.7M | $1.66B | 14 | 2026-03-31 | → |
| 987 | CAPITAL ADVISORS WEALTH MANAGEMENT, LLC | 309387 | $91.4M | $1.11B | 10 | 2026-04-30 | → |
| 988 | ENCOMPASS WEALTH ADVISORS, LLC | 170807 | $91.4M | $472.8M | 5 | 2026-03-31 | → |
| 989 | FRANKLIN STREET ADVISORS, INC. | 106275 | $91.4M | $4.53B | 40 | 2026-05-31 | → |
| 990 | CCM INVESTMENT ADVISERS, LLC | 105743 | $91.3M | $1.55B | 11 | 2026-03-31 | → |
| 991 | SAGE, RUTTY & CO., INC. | 3254 | $91.2M | $3.46B | 36 | 2026-03-31 | → |
| 992 | WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | 299595 | $91.2M | $732.2M | 8 | 2026-03-31 | → |
| 993 | ASSET RISK CONSULTANTS (UK) LIMITED | 292916 | $91.1M | $1.37B | 15 | 2025-11-30 | → |
| 994 | SPECTRUM WEALTH COUNSEL, LLC | 323651 | $91.1M | $1.15B | 12 | 2025-03-31 | → |
| 995 | INTEGRAL INVESTMENT ADVISORS, INC. | 146569 | $91.1M | $673.9M | 7 | 2026-03-31 | → |
| 996 | SARATOGA RESEARCH & INVESTMENT MANAGEMENT | 110506 | $90.9M | $2.51B | 21 | 2026-04-30 | → |
| 997 | ADVANCED CAPITAL GROUP, INC. | 109673 | $90.9M | $29.99B | 22 | 2026-03-31 | → |
| 998 | PERSONAL CFO SOLUTIONS LLC | 158248 | $90.9M | $1.65B | 18 | 2026-03-31 | → |
| 999 | EMPOWER FINANCIAL ADVISORY, LLC | 313968 | $90.8M | $635.8M | 7 | 2026-05-31 | → |
| 1000 | LEGACY KNIGHT MFO, LLC | 305927 | $90.7M | $2.85B | 21 | 2026-05-31 | → |
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