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 | |
|---|---|---|---|---|---|---|---|
| 201 | CITRIN COOPERMAN WEALTH MANAGEMENT, LLC | 317528 | $178.4M | $1.70B | 9 | 2026-03-31 | → |
| 202 | GOLDMAN SACHS ASSET MANAGEMENT, L.P. | 107738 | $178.3M | $2.65T | 2,059 | 2026-05-31 | → |
| 203 | ROSSMORE PRIVATE CAPITAL, LLC | 288453 | $177.9M | $1.92B | 10 | 2026-03-31 | → |
| 204 | FOUNDERS CAPITAL MANAGEMENT, LLC | 118853 | $177.9M | $920.3M | 5 | 2026-02-28 | → |
| 205 | STOKES FAMILY OFFICE LLC | 300899 | $177.6M | $3.35B | 14 | 2026-04-30 | → |
| 206 | MEYERS WEALTH MANAGEMENT, LLC | 289801 | $177.4M | $1.93B | 10 | 2026-05-31 | → |
| 207 | KLINGMAN AND ASSOCIATES, LLC | 125618 | $177.3M | $5.66B | 25 | 2026-05-31 | → |
| 208 | STEELE CAPITAL MANAGEMENT, INC. | 107097 | $177.3M | $3.55B | 15 | 2026-03-31 | → |
| 209 | EVERGREEN CAPITAL MANAGEMENT LLC | 104931 | $177.2M | $7.19B | 37 | 2026-03-31 | → |
| 210 | SUMMIT TRAIL ADVISORS, LLC | 220519 | $175.8M | $19.94B | 94 | 2026-05-31 | → |
| 211 | NEW WORLD ADVISORS LLC | 296798 | $175.4M | $884.9M | 5 | 2026-04-30 | → |
| 212 | THE HOERNER PLANNING GROUP, LLC | 139464 | $175.1M | $1.65B | 8 | 2026-03-31 | → |
| 213 | CANAL CAPITAL MANAGEMENT, LLC | 164971 | $174.9M | $1.28B | 6 | 2026-06-30 | → |
| 214 | MARSHFIELD ASSOCIATES, INC. | 150614 | $173.8M | $8.12B | 27 | 2026-03-31 | → |
| 215 | SB CAPITAL MANAGEMENT, INC. | 126826 | $173.5M | $1.23B | 6 | 2025-10-31 | → |
| 216 | CAPITAL COUNSEL LLC | 109001 | $173.1M | $2.87B | 13 | 2026-03-31 | → |
| 217 | GREENWICH WEALTH MANAGEMENT LLC | 142820 | $172.9M | $3.52B | 13 | 2026-03-31 | → |
| 218 | BROWNSON, REHMUS & FOXWORTH, INC. | 110608 | $172.8M | $4.79B | 26 | 2026-03-31 | → |
| 219 | CORNERSTONE CAPITAL, INC. | 105396 | $172.8M | $1.36B | 5 | 2026-03-31 | → |
| 220 | STORGE PARTNERS ECONOMIC STUDIES LLC | 305395 | $172.7M | $866.6M | 5 | 2026-02-28 | → |
| 221 | STALEY CAPITAL ADVISERS INC | 107118 | $172.5M | $3.11B | 15 | 2026-03-31 | → |
| 222 | WINDWARD CAPITAL MANAGEMENT CO | 106908 | $172.2M | $1.86B | 7 | 2026-06-30 | → |
| 223 | MILL CREEK CAPITAL ADVISORS, LLC | 141470 | $172.1M | $10.47B | 42 | 2026-03-31 | → |
| 224 | ELITE WEALTH MANAGEMENT, INC. | 132122 | $172.1M | $861.3M | 5 | 2026-03-31 | → |
| 225 | DOUGLASS WINTHROP ADVISORS LLC | 108680 | $172.0M | $6.46B | 34 | 2026-03-31 | → |
| 226 | RETIREMENT MANAGEMENT SYSTEMS, INC. | 150351 | $171.5M | $1.89B | 11 | 2026-05-31 | → |
| 227 | WARWICK INVESTMENT MANAGEMENT, INC. | 105951 | $171.4M | $2.48B | 9 | 2026-06-30 | → |
| 228 | FUSION FAMILY WEALTH, LLC | 168254 | $171.3M | $1.44B | 8 | 2026-03-31 | → |
| 229 | PERMANENS CAPITAL L.P. | 157476 | $170.0M | $4.02B | 17 | 2026-03-31 | → |
| 230 | THE INVESTMENT HOUSE LLC | 163493 | $169.5M | $2.20B | 11 | 2026-03-31 | → |
| 231 | GUYASUTA INVESTMENT ADVISORS, INCORPORATED | 108400 | $169.3M | $2.44B | 13 | 2026-02-28 | → |
| 232 | MATSON MONEY, INC. | 110425 | $169.1M | $24.33B | 69 | 2026-05-31 | → |
| 233 | GLOBAL STRATEGIC INVESTMENT SOLUTIONS, LLC | 175300 | $169.0M | $1.61B | 7 | 2026-04-30 | → |
| 234 | THE CAPROCK GROUP, LLC | 124272 | $168.6M | $12.48B | 67 | 2026-03-31 | → |
| 235 | FPL CAPITAL MANAGEMENT, LLC | 117499 | $168.4M | $1.08B | 5 | 2026-01-31 | → |
| 236 | PLANTE MORAN FINANCIAL ADVISORS, LLC | 112158 | $168.3M | $25.12B | 148 | 2026-06-30 | → |
| 237 | ENCLAVE ADVISORS, LLC | 165205 | $168.1M | $1.10B | 6 | 2026-04-30 | → |
| 238 | CHURCHILL MANAGEMENT CORP | 109651 | $167.5M | $10.08B | 55 | 2025-07-31 | → |
| 239 | SEGMENT WEALTH MANAGEMENT, LLC | 164877 | $167.2M | $2.07B | 12 | 2026-05-31 | → |
| 240 | CAPITAL GROUP PRIVATE CLIENT SERVICES, INC. | 312837 | $167.2M | $42.71B | 189 | 2026-05-31 | → |
| 241 | PETREDIS INVESTMENT ADVISORS LLC | 322371 | $167.0M | $1.69B | 10 | 2026-03-31 | → |
| 242 | OFFIT CAPITAL ADVISORS LLC | 144474 | $166.6M | $20.60B | 82 | 2026-03-31 | → |
| 243 | HOWARD CAPITAL MANAGEMENT GROUP, LLC | 310510 | $165.8M | $2.56B | 12 | 2026-03-31 | → |
| 244 | REQUISITE CAPITAL MANAGEMENT LLC | 283107 | $165.7M | $2.43B | 11 | 2026-03-31 | → |
| 245 | CLASS VI FAMILY OFFICE, LLC | 285035 | $165.4M | $1.50B | 9 | 2026-02-28 | → |
| 246 | BORDEAUX WEALTH ADVISORS LLC | 287758 | $165.3M | $5.64B | 34 | 2025-05-31 | → |
| 247 | THE NORTHSTAR GROUP, INC. | 110409 | $164.9M | $1.01B | 6 | 2026-03-31 | → |
| 248 | CLARK CAPITAL MANAGEMENT GROUP INC | 104796 | $164.8M | $35.69B | 151 | 2026-05-31 | → |
| 249 | GRANITE FO, LLC | 323432 | $164.5M | $865.6M | 5 | 2026-03-31 | → |
| 250 | PINNACLE WEALTH MANAGEMENT ADVISORY GROUP, LLC | 158332 | $164.1M | $2.34B | 13 | 2026-03-31 | → |
| 251 | HAMLIN CAPITAL MANAGEMENT, LLC | 119278 | $163.4M | $8.71B | 24 | 2026-03-31 | → |
| 252 | HENDERSHOT INVESTMENTS, INC. | 115472 | $163.3M | $1.07B | 6 | 2026-03-31 | → |
| 253 | SITTNER & NELSON, LLC | 309757 | $163.0M | $1.05B | 6 | 2026-03-31 | → |
| 254 | NORTH STAR ASSET MANAGEMENT INC | 106489 | $162.7M | $3.35B | 19 | 2026-05-31 | → |
| 255 | ALBITZ/MILOE AND ASSOCIATES, INC. | 104777 | $162.7M | $820.6M | 5 | 2026-03-31 | → |
| 256 | HOLT CAPITAL ADVISORS, L.L.C. | 117863 | $161.8M | $1.09B | 6 | 2026-05-31 | → |
| 257 | WELLSPRING FINANCIAL ADVISORS, LLC | 143112 | $161.6M | $5.06B | 31 | 2026-06-30 | → |
| 258 | KLCM ADVISORS, INC. | 107847 | $161.6M | $1.88B | 11 | 2026-03-31 | → |
| 259 | CHESLEY, TAFT & ASSOCIATES, LLC | 111578 | $161.6M | $3.01B | 18 | 2026-03-31 | → |
| 260 | MALOON, POWERS, PITRE, HIGGINS & DENNEHY, LLC | 110152 | $161.2M | $2.26B | 14 | 2026-05-31 | → |
| 261 | KANAWHA CAPITAL MANAGEMENT, LLC | 118458 | $160.7M | $1.84B | 11 | 2026-04-30 | → |
| 262 | QUADRANT CAPITAL GROUP LLC | 147253 | $160.3M | $5.40B | 26 | 2026-02-28 | → |
| 263 | INTELLIGENT WEALTH SOLUTIONS LLC | 300403 | $160.2M | $961.0M | 6 | 2026-03-31 | → |
| 264 | CV ADVISORS LLC | 164817 | $159.9M | $15.08B | 82 | 2026-04-30 | → |
| 265 | AMERICAN FINANCIAL ADVISORS INC | 108530 | $159.9M | $1.28B | 8 | 2026-02-28 | → |
| 266 | CHEVIOT VALUE MANAGEMENT, LLC | 166291 | $159.9M | $1.17B | 7 | 2026-06-30 | → |
| 267 | BAXTER BROTHERS INC. | 106548 | $159.5M | $1.17B | 7 | 2026-03-31 | → |
| 268 | GREENLINE PARTNERS, LLC | 164192 | $159.0M | $1.41B | 5 | 2026-03-31 | → |
| 269 | JACKSON HOLE CAPITAL PARTNERS, LLC | 285978 | $158.4M | $1.09B | 6 | 2026-03-31 | → |
| 270 | CANNELL & SPEARS LLC | 142633 | $158.3M | $6.99B | 40 | 2026-03-31 | → |
| 271 | RWWM, INC. | 148221 | $157.9M | $1.54B | 8 | 2026-03-31 | → |
| 272 | FIDUCIENT ADVISORS LLC | 106720 | $157.8M | $97.54B | 210 | 2026-03-31 | → |
| 273 | IRON GATE GLOBAL ADVISORS, LLC | 111177 | $157.7M | $1.32B | 7 | 2026-03-31 | → |
| 274 | HOEY INVESTMENTS, INC. | 152103 | $157.7M | $788.3M | 5 | 2026-03-31 | → |
| 275 | ATLANTIC PRIVATE WEALTH, LLC | 311517 | $157.6M | $894.0M | 5 | 2026-02-28 | → |
| 276 | BBR PARTNERS, LLC | 109688 | $157.6M | $36.49B | 175 | 2026-03-31 | → |
| 277 | LEE DANNER & BASS INC | 111002 | $157.1M | $1.98B | 11 | 2026-06-30 | → |
| 278 | NUVEEN ASSET MANAGEMENT, LLC | 155584 | $156.7M | $280.48B | 381 | 2026-03-31 | → |
| 279 | CAPITAL INVESTMENT COUNSEL, LLC | 328472 | $156.6M | $1.35B | 8 | 2026-03-31 | → |
| 280 | BEARING POINT CAPITAL, LLC | 332023 | $156.5M | $1.11B | 7 | 2026-04-30 | → |
| 281 | NORTHERN TRUST INVESTMENTS, INCORPORATED | 105780 | $156.1M | $1.25T | 662 | 2026-06-30 | → |
| 282 | PRISM FINANCIAL GROUP, L.L.C. | 112315 | $155.9M | $1.70B | 9 | 2025-02-28 | → |
| 283 | MILL CAPITAL MANAGEMENT, LLC | 312798 | $155.8M | $1.49B | 5 | 2026-02-28 | → |
| 284 | SILICON VALLEY CAPITAL PARTNERS, L.P. | 125114 | $155.8M | $1.29B | 8 | 2026-03-31 | → |
| 285 | ARBOR INVESTMENT ADVISORS, LLC | 111077 | $155.7M | $1.29B | 8 | 2026-03-31 | → |
| 286 | O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 144594 | $155.4M | $19.78B | 103 | 2025-12-31 | → |
| 287 | RAGA PARTNERS LP | 316791 | $155.1M | $2.20B | 12 | 2026-05-31 | → |
| 288 | NAVIGATION GROUP LLC | 130982 | $155.0M | $1.01B | 6 | 2026-03-31 | → |
| 289 | PETTYJOHN, WOOD & WHITE, INC. | 106403 | $155.0M | $1.02B | 6 | 2026-03-31 | → |
| 290 | WELLS FARGO INVESTMENT INSTITUTE, INC. | 133204 | $154.7M | $43.00B | 225 | 2026-03-31 | → |
| 291 | BADGLEY PHELPS WEALTH MANAGERS, LLC | 315440 | $154.6M | $7.28B | 45 | 2026-03-31 | → |
| 292 | AUREUS ASSET MANAGEMENT, LLC | 136674 | $154.5M | $8.40B | 14 | 2026-03-31 | → |
| 293 | SIGNATURE FINANCIAL MANAGEMENT INC | 106375 | $154.2M | $7.57B | 36 | 2026-03-31 | → |
| 294 | KIMELMAN & BAIRD, LLC | 2440 | $153.8M | $1.48B | 9 | 2026-04-30 | → |
| 295 | PATTEN AND PATTEN, INC. | 105414 | $153.8M | $2.21B | 13 | 2026-03-31 | → |
| 296 | CASCADE FINANCIAL PARTNERS, LLC | 326620 | $153.5M | $1.38B | 9 | 2026-03-31 | → |
| 297 | OXBOW ADVISORS, LLC | 156393 | $153.4M | $2.46B | 13 | 2026-06-30 | → |
| 298 | PARTHENON LLC | 107794 | $153.3M | $1.22B | 7 | 2026-01-31 | → |
| 299 | PALLAS CAPITAL ADVISORS, LLC | 310327 | $153.3M | $4.31B | 28 | 2026-04-30 | → |
| 300 | MARCUARD FAMILY OFFICE LTD | 155003 | $153.3M | $8.66B | 36 | 2026-04-30 | → |
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