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 | |
|---|---|---|---|---|---|---|---|
| 801 | FIDUCIARY COUNSELLING INC | 104753 | $101.6M | $10.06B | 87 | 2026-03-31 | → |
| 802 | MBL WEALTH, LLC | 305176 | $101.6M | $1.42B | 14 | 2026-03-31 | → |
| 803 | ASHFORD ADVISORS, LLC | 114238 | $101.5M | $942.7M | 8 | 2026-03-31 | → |
| 804 | SIERRA SUMMIT ADVISORS LLC | 328151 | $101.5M | $780.8M | 7 | 2026-02-28 | → |
| 805 | WEATHERLY ASSET MANAGEMENT LP | 106935 | $101.5M | $1.68B | 16 | 2026-02-28 | → |
| 806 | COHEN CAPITAL MANAGEMENT INC | 107903 | $101.5M | $1.00B | 7 | 2026-03-31 | → |
| 807 | WEALTHBRIDGE CAPITAL MANAGEMENT, LLC | 298254 | $101.4M | $709.7M | 7 | 2026-05-31 | → |
| 808 | ASPEN CAPITAL MANAGEMENT | 119050 | $101.3M | $1.34B | 12 | 2026-02-28 | → |
| 809 | FRONT STREET CAPITAL MANAGEMENT, INC. | 141974 | $101.3M | $862.0M | 6 | 2026-05-31 | → |
| 810 | WISS PRIVATE CLIENT ADVISORS, LLC | 286319 | $101.3M | $1.22B | 12 | 2026-03-31 | → |
| 811 | HENGEHOLD CAPITAL MANAGEMENT LLC | 107700 | $101.3M | $1.23B | 11 | 2026-03-31 | → |
| 812 | JORDAN PARK GROUP LLC | 287755 | $101.2M | $23.26B | 153 | 2026-06-30 | → |
| 813 | BRIDGEPORT FINANCIAL SOLUTIONS LLC | 325485 | $101.0M | $1.05B | 9 | 2026-06-30 | → |
| 814 | ISLANDBRIDGE CAPITAL LIMITED | 312174 | $100.9M | $1.62B | 16 | 2026-03-31 | → |
| 815 | HERITAGE WEALTH MANAGEMENT INC. | 312545 | $100.8M | $604.7M | 6 | 2026-03-31 | → |
| 816 | GUARDIAN WEALTH STRATEGIES, LLC | 167485 | $100.8M | $1.14B | 11 | 2026-02-28 | → |
| 817 | ROBERT L. BENDER, INC. DBA ROBERT BENDER & ASSOCIATES | 109766 | $100.7M | $510.9M | 5 | 2026-02-28 | → |
| 818 | THE FINANCIAL ADVISORS, LLC | 146680 | $100.4M | $1.11B | 11 | 2025-12-31 | → |
| 819 | REAGAN COMPANIES ASSET MANAGEMENT, INC | 161648 | $100.2M | $1.16B | 9 | 2026-06-30 | → |
| 820 | NAVITER WEALTH, LLC | 311508 | $100.2M | $1.60B | 15 | 2026-05-31 | → |
| 821 | CARLTON, HOFFERKAMP AND JENKS WEALTH MANAGEMENT, LLC | 154238 | $100.0M | $600.2M | 6 | 2026-03-31 | → |
| 822 | KTF INVESTMENTS, LLC | 337465 | $100.0M | $700.2M | 7 | 2026-03-31 | → |
| 823 | PRIVATE WEALTH SOLUTIONS, LLC | 289437 | $100.0M | $500.0M | 5 | 2026-02-28 | → |
| 824 | CRA FINANCIAL SERVICES, L.L.C. | 124004 | $100.0M | $1.69B | 14 | 2026-05-31 | → |
| 825 | CARL P. SHERR & CO., LLC | 3394 | $100.0M | $505.4M | 5 | 2026-03-31 | → |
| 826 | ARMBRUSTER CAPITAL MANAGEMENT, INC. | 151590 | $99.8M | $1.06B | 9 | 2026-03-31 | → |
| 827 | TRITONPOINT WEALTH, LLC | 328398 | $99.8M | $1.55B | 15 | 2026-03-31 | → |
| 828 | VALLEY NATIONAL ADVISERS INC | 110788 | $99.7M | $1.31B | 13 | 2026-03-31 | → |
| 829 | STAGE HARBOR FINANCIAL, LLC | 289725 | $99.7M | $1.10B | 11 | 2026-03-31 | → |
| 830 | DOUGHERTY WEALTH ADVISERS LLC | 143138 | $99.6M | $505.4M | 5 | 2026-05-31 | → |
| 831 | TSP CAPITAL MANAGEMENT GROUP, LLC | 131889 | $99.6M | $553.3M | 5 | 2026-03-31 | → |
| 832 | ATLANTIC EDGE PRIVATE WEALTH MANAGEMENT, LLC | 327354 | $99.5M | $604.3M | 6 | 2026-04-30 | → |
| 833 | PARSONS CAPITAL MANAGEMENT INC | 106295 | $99.4M | $2.38B | 22 | 2026-04-30 | → |
| 834 | KUHN ADVISORS, INC. | 117816 | $99.4M | $800.8M | 8 | 2026-05-31 | → |
| 835 | PLATFORM TECHNOLOGY PARTNERS LLC | 305602 | $99.4M | $1.23B | 12 | 2026-03-31 | → |
| 836 | SYNTHETICFI LLC | 330200 | $99.3M | $992.9M | 10 | 2026-04-30 | → |
| 837 | FINANCIAL PARTNERS GROUP, LLC | 165856 | $99.2M | $638.6M | 6 | 2025-03-31 | → |
| 838 | FOCUS PARTNERS ADVISOR SOLUTIONS, LLC | 143319 | $99.2M | $36.41B | 309 | 2026-03-31 | → |
| 839 | THE JUNK INVESTMENT GROUP, LLC | 104619 | $99.2M | $595.0M | 6 | 2026-02-28 | → |
| 840 | CICCARELLI ADVISORY SERVICES INC | 110904 | $99.1M | $1.59B | 16 | 2025-11-30 | → |
| 841 | DROMS STRAUSS ADVISORS, INC. | 108620 | $99.1M | $806.3M | 8 | 2026-03-31 | → |
| 842 | REBALANCE LLC | 158242 | $99.1M | $1.93B | 18 | 2026-05-31 | → |
| 843 | COHEN CAPITAL ADVISORS, LLC | 339112 | $99.0M | $1.10B | 11 | 2026-05-31 | → |
| 844 | EIGHT 31 FINANCIAL, LLC | 327632 | $98.9M | $532.4M | 5 | 2026-03-31 | → |
| 845 | VAQUERO PRIVATE WEALTH, LTD. | 305266 | $98.8M | $928.9M | 9 | 2026-02-28 | → |
| 846 | ASSETMARK, INC. | 109018 | $98.7M | $91.76B | 859 | 2026-05-31 | → |
| 847 | RENCH WEALTH MANAGEMENT, INC. | 159983 | $98.7M | $495.9M | 5 | 2026-03-31 | → |
| 848 | PHILIP JAMES WEALTH MANAGEMENT, LLC | 297517 | $98.5M | $930.6M | 9 | 2026-05-31 | → |
| 849 | ALESCO ADVISORS, LLC, AN ESL COMPANY | 339091 | $98.5M | $5.61B | 26 | 2026-04-30 | → |
| 850 | GARDNER RUSSO & QUINN LLC | 106114 | $98.4M | $9.45B | 47 | 2026-03-31 | → |
| 851 | PGIM CUSTOM HARVEST LLC | 290235 | $98.4M | $6.90B | 68 | 2026-05-31 | → |
| 852 | TORTOISE INVESTMENT MANAGEMENT, LLC | 128723 | $98.4M | $2.07B | 21 | 2026-03-31 | → |
| 853 | DE GROOTE FINANCIAL GROUP, LLC | 168178 | $98.3M | $1.22B | 9 | 2026-05-31 | → |
| 854 | MALTIN WEALTH MANAGEMENT, INC. | 164330 | $98.0M | $507.2M | 5 | 2026-02-28 | → |
| 855 | UPTICK PARTNERS, LLC | 324250 | $98.0M | $688.1M | 7 | 2026-03-31 | → |
| 856 | MA PRIVATE WEALTH, LLC | 291366 | $98.0M | $686.0M | 7 | 2026-04-30 | → |
| 857 | DILLON & ASSOCIATES INC | 104662 | $97.9M | $916.4M | 8 | 2026-06-30 | → |
| 858 | TOWER BRIDGE ADVISORS, INC. | 115700 | $97.9M | $1.49B | 14 | 2026-01-31 | → |
| 859 | FOUNDATION WEALTH MANAGEMENT, LLC | 127134 | $97.8M | $660.6M | 6 | 2026-04-30 | → |
| 860 | DIVERSIFIED PORTFOLIOS INC | 108942 | $97.7M | $1.94B | 19 | 2026-03-31 | → |
| 861 | S & CO., INC. | 110026 | $97.6M | $2.46B | 15 | 2026-03-31 | → |
| 862 | FACTOR WEALTH MANAGEMENT LTD. | 104708 | $97.6M | $781.0M | 8 | 2026-06-30 | → |
| 863 | NEW VERNON WEALTH MANAGEMENT LLC | 164775 | $97.6M | $781.0M | 8 | 2026-03-31 | → |
| 864 | WEAVER CAPITAL MANAGEMENT, LLC | 135037 | $97.5M | $537.8M | 5 | 2026-06-30 | → |
| 865 | PHILLIPS AND COMPANY ADVISORS LLC | 167214 | $97.5M | $2.66B | 19 | 2026-03-31 | → |
| 866 | PETTINGA FINANCIAL ADVISORS, LLC | 156369 | $97.5M | $1.28B | 11 | 2026-06-30 | → |
| 867 | HCR WEALTH ADVISORS | 108676 | $97.4M | $1.96B | 20 | 2026-06-30 | → |
| 868 | JVL ASSOCIATES, LLC | 124018 | $97.4M | $784.4M | 8 | 2026-04-30 | → |
| 869 | MCMILLAN OFFICE, INC. | 157836 | $97.4M | $913.7M | 9 | 2026-03-31 | → |
| 870 | BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | 126767 | $97.2M | $1.20B | 12 | 2026-03-31 | → |
| 871 | LEGACY ADVISORS, LLC | 139830 | $97.2M | $5.17B | 50 | 2026-03-31 | → |
| 872 | DURBIN BENNETT PRIVATE WEALTH MANAGEMENT, LLC | 107722 | $97.1M | $2.84B | 27 | 2026-02-28 | → |
| 873 | RAMSAY STATTMAN VELA & PRICE INC | 105156 | $97.1M | $778.5M | 7 | 2026-01-31 | → |
| 874 | NAPLES GLOBAL ADVISORS LLC | 158544 | $97.0M | $2.00B | 20 | 2026-05-31 | → |
| 875 | HOWARD CAPITAL MANAGEMENT, INC. | 118070 | $96.9M | $8.01B | 45 | 2026-06-30 | → |
| 876 | MONUMENT GROUP WEALTH ADVISORS, LLC | 111908 | $96.9M | $678.9M | 7 | 2026-05-31 | → |
| 877 | MASON INVESTMENT ADVISORY SERVICES INC | 111113 | $96.8M | $15.67B | 72 | 2026-03-31 | → |
| 878 | FORGE FINANCIAL SERVICES, LLC | 306480 | $96.7M | $1.46B | 15 | 2026-03-31 | → |
| 879 | ROSENBLUM SILVERMAN SUTTON SF INC | 105774 | $96.7M | $486.6M | 5 | 2026-02-28 | → |
| 880 | J.P. MORGAN PRIVATE WEALTH ADVISORS LLC | 108559 | $96.7M | $86.27B | 690 | 2025-01-31 | → |
| 881 | ATLAS CAPITAL MANAGEMENT CORP | 106107 | $96.6M | $869.8M | 9 | 2026-03-31 | → |
| 882 | PENINSULA WEALTH, LLC | 152436 | $96.6M | $676.4M | 7 | 2025-03-31 | → |
| 883 | JPL WEALTH MANAGEMENT, LLC | 328474 | $96.6M | $587.9M | 6 | 2026-03-31 | → |
| 884 | TAG ASSOCIATES LLC | 116959 | $96.6M | $7.07B | 71 | 2026-06-30 | → |
| 885 | VIEW CAPITAL RIA, LP | 130678 | $96.5M | $1.82B | 18 | 2026-03-31 | → |
| 886 | CHICAGO PARTNERS INVESTMENT GROUP LLC | 147662 | $96.5M | $7.47B | 73 | 2026-03-31 | → |
| 887 | EQ WEALTH ADVISORS, LLC | 322294 | $96.5M | $617.0M | 6 | 2026-03-31 | → |
| 888 | HEDEKER WEALTH LLC | 124341 | $96.5M | $595.1M | 6 | 2026-03-31 | → |
| 889 | FORT SHERIDAN ADVISORS LLC | 151139 | $96.2M | $1.03B | 10 | 2026-06-30 | → |
| 890 | COASTAL BRIDGE ADVISORS, LLC | 152569 | $96.1M | $5.02B | 46 | 2026-03-31 | → |
| 891 | ULLMANN WEALTH PARTNERS GROUP, LLC | 316697 | $96.1M | $1.25B | 13 | 2026-03-31 | → |
| 892 | RETIREMENT INVESTMENT ADVISORS INC | 106316 | $96.0M | $1.49B | 15 | 2026-03-31 | → |
| 893 | ASSET ADVISORY GROUP, INC. | 106618 | $95.9M | $479.5M | 5 | 2026-02-28 | → |
| 894 | SUNCOAST EQUITY MANAGEMENT, LLC | 108289 | $95.8M | $2.11B | 12 | 2026-03-31 | → |
| 895 | SUMMIT ROCK ADVISORS, LP | 144059 | $95.8M | $26.18B | 74 | 2026-03-31 | → |
| 896 | CAPITAL ADVISORS, INC. | 104643 | $95.8M | $7.43B | 69 | 2026-03-31 | → |
| 897 | MARGOLIS BRADY RAGHAVAN FINANCIAL, INC. | 168333 | $95.6M | $956.4M | 10 | 2026-03-31 | → |
| 898 | COMPASS CAPITAL MANAGEMENT INC | 107823 | $95.6M | $2.56B | 20 | 2026-03-31 | → |
| 899 | OPTAS, LLC | 299965 | $95.5M | $881.9M | 9 | 2026-03-31 | → |
| 900 | PRESILIUM PRIVATE WEALTH, LLC | 318345 | $95.5M | $671.7M | 7 | 2026-03-31 | → |
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