Research Report · 2026-06-30
Largest Registered Investment Advisers by Accounts
SEC-registered investment advisers ranked by latest reported total client accounts from ADV Part 1 filings.
Firms
1,000
Total AUM
$62.97T
Median AUM
$4.28B
Latest Filing
2026-06-30
| Rank↕ | Firm Name | CRD↕ | Accounts↕ | AUM↕ | Employees↕ | Latest Filing | |
|---|---|---|---|---|---|---|---|
| 901 | ROCKBRIDGE INVESTMENT MANAGEMENT, LLC | 115754 | 4,133 | $1.84B | 18 | 2026-03-31 | → |
| 902 | PRINCIPLE WEALTH PARTNERS LLC | 290180 | 4,120 | $3.20B | 28 | 2026-06-30 | → |
| 903 | FRAZIER FINANCIAL ADVISORS, LLC | 106649 | 4,115 | $1.16B | 20 | 2026-04-30 | → |
| 904 | ARCHFORD CAPITAL STRATEGIES, LLC | 164482 | 4,113 | $1.49B | 45 | 2026-04-30 | → |
| 905 | ROOT FINANCIAL PARTNERS, LLC | 290289 | 4,110 | $2.15B | 65 | 2026-06-30 | → |
| 906 | R.T. JONES CAPITAL EQUITIES MANAGEMENT INC. | 131804 | 4,108 | $351.8M | 7 | 2026-06-30 | → |
| 907 | BENSLER, LLC | 310849 | 4,107 | $1.94B | 46 | 2026-06-30 | → |
| 908 | LANDAAS & COMPANY, LLC | 47487 | 4,098 | $1.93B | 27 | 2026-03-31 | → |
| 909 | CAHILL FINANCIAL ADVISORS, INC. | 109890 | 4,083 | $1.77B | 22 | 2026-03-31 | → |
| 910 | WAVERTON INVESTMENT MANAGEMENT LIMITED | 112200 | 4,078 | $17.14B | 184 | 2025-07-31 | → |
| 911 | ALERA INVESTMENT ADVISORS, LLC | 287906 | 4,077 | $5.29B | 107 | 2026-03-31 | → |
| 912 | ARMSTRONG ADVISORY GROUP INC. | 318662 | 4,071 | $1.67B | 22 | 2026-03-31 | → |
| 913 | GOLDSTEIN ADVISORS, LLC | 323125 | 4,070 | $1.08B | 19 | 2026-02-28 | → |
| 914 | STRATEGIC EQUITY MANAGEMENT, INC. | 112142 | 4,065 | $933.5M | 11 | 2026-03-31 | → |
| 915 | VICTORY CAPITAL MANAGEMENT INC. | 106189 | 4,061 | $282.71B | 699 | 2026-03-31 | → |
| 916 | HOWARD BAILEY SECURITIES, LLC | 282712 | 4,056 | $582.8M | 46 | 2026-03-31 | → |
| 917 | ONE WAY HOLDINGS LLC | 315934 | 4,052 | $1.81B | 38 | 2026-03-31 | → |
| 918 | CRAWFORD INVESTMENT COUNSEL INC | 110271 | 4,050 | $9.14B | 54 | 2026-03-31 | → |
| 919 | GENEVA CAPITAL MANAGEMENT LLC | 105432 | 4,049 | $5.60B | 20 | 2026-03-31 | → |
| 920 | FINANCIAL PLAN, INC. | 116073 | 4,049 | $1.60B | 12 | 2026-03-31 | → |
| 921 | CONDOR CAPITAL MANAGEMENT | 104920 | 4,039 | $2.18B | 31 | 2026-03-31 | → |
| 922 | MCILRATH & ECK, LLC | 145252 | 4,037 | $1.36B | 19 | 2026-03-31 | → |
| 923 | SUMMITRY, LLC | 128586 | 4,031 | $3.35B | 46 | 2026-06-30 | → |
| 924 | CRA FINANCIAL SERVICES, L.L.C. | 124004 | 4,030 | $1.69B | 14 | 2026-05-31 | → |
| 925 | CGN ADVISORS, LLC | 159359 | 4,023 | $1.60B | 51 | 2026-06-30 | → |
| 926 | WALDRON PRIVATE WEALTH, LLC | 131063 | 4,014 | $5.50B | 70 | 2026-03-31 | → |
| 927 | ONE DAY IN JULY LLC | 284335 | 4,011 | $1.36B | 23 | 2026-02-28 | → |
| 928 | CHOATE INVESTMENT ADVISORS LLC | 106109 | 4,009 | $10.05B | 34 | 2026-03-31 | → |
| 929 | HECK CAPITAL ADVISORS, LLC | 143848 | 4,004 | $11.31B | 30 | 2026-03-31 | → |
| 930 | KPP ADVISORY SERVICES LLC | 289507 | 3,995 | $1.24B | 37 | 2026-05-31 | → |
| 931 | MCKINLEY CARTER WEALTH SERVICES, INC. | 135184 | 3,994 | $2.31B | 32 | 2026-03-31 | → |
| 932 | PINNACLE WEALTH PLANNING SERVICES, INC. | 106817 | 3,994 | $2.14B | 35 | 2026-06-30 | → |
| 933 | U.S. BANCORP ADVISORS, LLC | 14455 | 3,992 | $1.80B | 379 | 2026-03-31 | → |
| 934 | FINANCIAL ADVISORS NETWORK, INC. | 152083 | 3,992 | $1.11B | 22 | 2026-03-31 | → |
| 935 | WISDOM FINANCIAL SERVICES, L.L.C. | 127385 | 3,989 | $779.2M | 14 | 2026-02-28 | → |
| 936 | VISIONARY HORIZONS, LLC | 150483 | 3,989 | $396.7M | 12 | 2026-05-31 | → |
| 937 | VESTIA ADVISORS, LLC | 290565 | 3,987 | $1.06B | 31 | 2026-03-31 | → |
| 938 | ACROPOLIS INVESTMENT MANAGEMENT, L.L.C. | 121307 | 3,984 | $2.61B | 44 | 2026-03-31 | → |
| 939 | DANA INVESTMENT ADVISORS INC | 105879 | 3,979 | $6.08B | 60 | 2026-03-31 | → |
| 940 | STRATEGIES WEALTH ADVISORS, LLC | 289913 | 3,978 | $3.29B | 31 | 2026-04-30 | → |
| 941 | CHAPEL HILL INVESTMENT ANALYSTS INC | 109511 | 3,973 | $436.0M | 3 | 2026-03-31 | → |
| 942 | CAPITOL SECURITIES MANAGEMENT, INC. | 14169 | 3,970 | $2.16B | 170 | 2026-03-31 | → |
| 943 | CLARITY FINANCIAL, LLC | 150661 | 3,969 | $1.84B | 16 | 2026-05-31 | → |
| 944 | PACE FINANCIAL ADVISORS, INC. | 318359 | 3,964 | $362.1M | 9 | 2026-04-30 | → |
| 945 | CENTENNIAL SECURITIES COMPANY INC | 7763 | 3,962 | $1.34B | 45 | 2026-04-30 | → |
| 946 | BLB & B ADVISORS, LLC | 139096 | 3,957 | $3.26B | 32 | 2026-03-31 | → |
| 947 | TUCKER JR., DOUGLAS, RAY | 298292 | 3,950 | $339.0M | 3 | 2026-03-31 | → |
| 948 | MELLON INVESTMENTS CORPORATION | 105764 | 3,942 | $873.87B | 98 | 2026-05-31 | → |
| 949 | SONORA INVESTMENT MANAGEMENT GROUP, LLC | 315312 | 3,940 | $2.44B | 17 | 2025-03-31 | → |
| 950 | EVOLVE PRIVATE WEALTH, LLC | 333932 | 3,940 | $2.15B | 17 | 2026-06-30 | → |
| 951 | FDX ADVISORS, INC. | 104601 | 3,937 | $832.8M | 17 | 2026-06-30 | → |
| 952 | KMG FIDUCIARY PARTNERS, LLC | 298331 | 3,934 | $1.67B | 16 | 2026-05-31 | → |
| 953 | TOLLESON PRIVATE WEALTH MANAGEMENT, LLC | 111838 | 3,931 | $9.26B | 93 | 2026-03-31 | → |
| 954 | STACKWELL CAPITAL ADVISERS, LLC | 316298 | 3,924 | $2.3M | 17 | 2026-03-31 | → |
| 955 | XY INVESTMENT SOLUTIONS, LLC | 285967 | 3,921 | $881.5M | 65 | 2026-06-30 | → |
| 956 | OAK RIDGE INVESTMENTS, LLC | 107066 | 3,920 | $1.70B | 13 | 2026-05-31 | → |
| 957 | RUBINBROWN ADVISORS LLC | 116909 | 3,918 | $3.27B | 23 | 2025-11-30 | → |
| 958 | ROSSBY FINANCIAL, LLC | 324631 | 3,910 | $854.8M | 7 | 2026-05-31 | → |
| 959 | ALONGSIDE, LLC | 333587 | 3,903 | $878.6M | 3 | 2026-06-30 | → |
| 960 | PAX FINANCIAL GROUP, LLC | 284164 | 3,900 | $747.1M | 22 | 2026-06-30 | → |
| 961 | WELLTH ADVISORY SERVICES, LLC | 330537 | 3,889 | $26.68B | 74 | 2026-03-31 | → |
| 962 | FERMATA ADVISORS, LLC | 305614 | 3,879 | $1.01B | 26 | 2026-06-30 | → |
| 963 | HARDING LOEVNER LP | 104543 | 3,876 | $32.06B | 104 | 2026-03-31 | → |
| 964 | BSW WEALTH PARTNERS, INC., A PUBLIC BENEFIT CORPORATION | 107485 | 3,876 | $2.24B | 27 | 2026-05-31 | → |
| 965 | COURIER CAPITAL, LLC | 282485 | 3,857 | $3.59B | 26 | 2026-03-31 | → |
| 966 | MARKET INVESTMENT GROUP, LLC | 334248 | 3,850 | $416.4M | 33 | 2026-02-28 | → |
| 967 | BRYN MAWR TRUST ADVISORS, LLC | 285359 | 3,849 | $3.51B | 87 | 2026-04-30 | → |
| 968 | REGATTA CAPITAL GROUP, LLC | 145363 | 3,847 | $1.55B | 18 | 2026-03-31 | → |
| 969 | VCI WEALTH MANAGEMENT LLC | 324833 | 3,837 | $435.3M | 32 | 2026-05-31 | → |
| 970 | COZAD ASSET MANAGEMENT INC | 104764 | 3,824 | $2.62B | 29 | 2026-03-31 | → |
| 971 | SMITH ANGLIN FINANCIAL, LLC | 144386 | 3,824 | $2.01B | 16 | 2025-05-31 | → |
| 972 | STRATEGIC FINANCIAL CONCEPTS, LLC | 141849 | 3,824 | $927.7M | 41 | 2026-06-30 | → |
| 973 | FIRST NATIONAL ADVISERS, LLC | 277146 | 3,823 | $7.37B | 35 | 2026-06-30 | → |
| 974 | STRATEGY FINANCIAL SERVICES, LLC | 164531 | 3,820 | $366.7M | 20 | 2026-03-31 | → |
| 975 | GREENWOOD INVESTMENT ADVISORS, LLC | 327470 | 3,818 | $229,197 | 2 | 2026-04-30 | → |
| 976 | EATON VANCE MANAGEMENT | 104859 | 3,816 | $97.02B | 219 | 2026-05-31 | → |
| 977 | BRIGHTON JONES LLC | 108601 | 3,808 | $18.88B | 316 | 2026-05-31 | → |
| 978 | PROSTATIS GROUP LLC | 132662 | 3,806 | $605.4M | 27 | 2026-04-30 | → |
| 979 | PORTFOLIO MEDICS, LLC | 145958 | 3,805 | $780.5M | 75 | 2026-06-30 | → |
| 980 | COMPASS FINANCIAL MANAGEMENT LLC | 156345 | 3,799 | $893.8M | 33 | 2026-05-31 | → |
| 981 | GILBERT & COOK, INC. | 283112 | 3,792 | $1.70B | 32 | 2026-06-30 | → |
| 982 | RANGE ADVISORY, LLC | 321969 | 3,788 | $653.9M | 38 | 2026-03-31 | → |
| 983 | GEMMER ASSET MANAGEMENT LLC | 109034 | 3,787 | $2.36B | 16 | 2026-03-31 | → |
| 984 | WEALTHSHIELD PARTNERS, LLC | 169584 | 3,783 | $1.27B | 23 | 2026-03-31 | → |
| 985 | NEWPORT GROUP CONSULTING, LLC | 140944 | 3,768 | $5.05B | 31 | 2026-03-31 | → |
| 986 | PER STIRLING CAPITAL MANAGEMENT, LLC | 151671 | 3,766 | $1.57B | 30 | 2026-03-31 | → |
| 987 | VESTOR CAPITAL, LLC | 165855 | 3,753 | $2.28B | 27 | 2026-03-31 | → |
| 988 | COMPASS ION ADVISORS, LLC | 166418 | 3,745 | $1.59B | 24 | 2026-03-31 | → |
| 989 | STONEBRIDGE ADVISORS LLC | 134017 | 3,739 | $11.83B | 15 | 2026-03-31 | → |
| 990 | UNITED CAPITAL MANAGEMENT OF KANSAS, INC. | 157755 | 3,738 | $884.8M | 46 | 2026-03-31 | → |
| 991 | FINANCIAL & TAX ARCHITECTS, LLC | 119169 | 3,736 | $506.2M | 71 | 2026-06-30 | → |
| 992 | MORTON CAPITAL MANAGEMENT, LLC | 141250 | 3,735 | $3.47B | 58 | 2026-05-31 | → |
| 993 | TBH GLOBAL ASSET MANAGEMENT, LLC | 145536 | 3,735 | $1.48B | 22 | 2026-03-31 | → |
| 994 | WELCH & FORBES LLC | 115119 | 3,734 | $9.90B | 55 | 2026-05-31 | → |
| 995 | THE HARBOR GROUP, INC. | 105637 | 3,734 | $2.00B | 22 | 2026-05-31 | → |
| 996 | FOUNTAINHEAD CAPITAL MANAGEMENT, LLC | 156185 | 3,733 | $1.02B | 28 | 2025-06-30 | → |
| 997 | BNY MELLON SECURITIES CORPORATION | 231 | 3,732 | $8.45B | 253 | 2026-06-30 | → |
| 998 | THE PINNACLE FINANCIAL GROUP | 164395 | 3,729 | $1.38B | 54 | 2026-03-31 | → |
| 999 | MWA FINANCIAL SERVICES, INC. | 112630 | 3,724 | $640.0M | 721 | 2026-05-31 | → |
| 1000 | LEGACY INVESTMENT SOLUTIONS, LLC | 322695 | 3,723 | $283.7M | 18 | 2026-04-30 | → |
Related Lists
Sleeve1,000 firms · 2026-06-30