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 | |
|---|---|---|---|---|---|---|---|
| 501 | TRIAD WEALTH PARTNERS, LLC | 326523 | 8,187 | $1.53B | 46 | 2026-06-30 | → |
| 502 | PRINCIPAL GLOBAL INVESTORS, LLC | 109002 | 8,169 | $427.71B | 1,394 | 2026-05-31 | → |
| 503 | SAGE, RUTTY & CO., INC. | 3254 | 8,163 | $3.46B | 36 | 2026-03-31 | → |
| 504 | M HOLDINGS SECURITIES, INC. | 43285 | 8,115 | $3.21B | 1,442 | 2026-03-31 | → |
| 505 | KNIGHTS OF COLUMBUS ASSET ADVISORS LLC | 174129 | 8,074 | $30.51B | 249 | 2026-03-31 | → |
| 506 | JARISLOWSKY, FRASER LIMITED | 107390 | 8,063 | $38.23B | 225 | 2025-05-31 | → |
| 507 | COMPASS FINANCIAL GROUP, INC | 157109 | 8,015 | $1.23B | 13 | 2025-11-30 | → |
| 508 | J.DEREK LEWIS & ASSOCIATES, INC. | 122307 | 7,943 | $2.28B | 10 | 2026-05-31 | → |
| 509 | F L PUTNAM INVESTMENT MANAGEMENT CO. | 106223 | 7,901 | $9.72B | 160 | 2026-05-31 | → |
| 510 | CROSSMARK GLOBAL INVESTMENTS, INC. | 113360 | 7,890 | $8.98B | 54 | 2026-06-30 | → |
| 511 | ASHTON THOMAS PRIVATE WEALTH, LLC | 153902 | 7,879 | $6.01B | 93 | 2026-03-31 | → |
| 512 | ZHANG FINANCIAL LLC | 159257 | 7,855 | $8.37B | 50 | 2026-03-31 | → |
| 513 | CAPITAL ADVISORS, INC. | 104643 | 7,827 | $7.43B | 69 | 2026-03-31 | → |
| 514 | PORTSIDE WEALTH GROUP, LLC | 325175 | 7,819 | $1.43B | 54 | 2026-06-30 | → |
| 515 | VERDENCE CAPITAL ADVISORS, LLC | 288512 | 7,802 | $4.63B | 52 | 2026-05-31 | → |
| 516 | ADVYZON INVESTMENT MANAGEMENT, LLC | 318816 | 7,784 | $1.68B | 21 | 2026-04-30 | → |
| 517 | FOYSTON, GORDON & PAYNE INC. | 121591 | 7,721 | $5.96B | 46 | 2026-05-31 | → |
| 518 | QUOTIENT WEALTH PARTNERS, LLC | 326819 | 7,720 | $4.61B | 60 | 2026-04-30 | → |
| 519 | BILL FEW ASSOCIATES, INC. | 133561 | 7,702 | $2.72B | 31 | 2026-03-31 | → |
| 520 | SGROI WEALTH ADVISORY GROUP LLC | 289764 | 7,676 | $1.36B | 27 | 2026-02-28 | → |
| 521 | VOYA RETIREMENT ADVISORS, LLC | 3989 | 7,672 | $37.47B | 121 | 2026-03-31 | → |
| 522 | LION STREET ADVISORS, LLC | 167610 | 7,668 | $3.18B | 152 | 2025-04-30 | → |
| 523 | STRATOS INVESTMENT MANAGEMENT, LLC | 283850 | 7,664 | $3.31B | 89 | 2026-06-30 | → |
| 524 | MAGNIFI LLC | 309397 | 7,648 | $2.1M | 35 | 2026-03-31 | → |
| 525 | FIRST CITIZENS INVESTOR SERVICES, INC. | 44430 | 7,645 | $2.63B | 352 | 2026-05-31 | → |
| 526 | TRUWEALTH ADVISORS, LLC | 306876 | 7,629 | $3.05B | 3 | 2026-05-31 | → |
| 527 | VERITY ASSET MANAGEMENT, INC. | 158667 | 7,603 | $1.15B | 77 | 2026-06-30 | → |
| 528 | ORIGIN INVESTMENT ADVISORY LLC | 305353 | 7,590 | $34.7M | 41 | 2026-03-31 | → |
| 529 | VIRTUE CAPITAL MANAGEMENT, LLC | 167816 | 7,561 | $1.31B | 105 | 2026-03-31 | → |
| 530 | MCF ADVISORS, LLC | 130372 | 7,540 | $4.68B | 55 | 2026-05-31 | → |
| 531 | SIGNATURE INVESTMENT ADVISORS, LLC | 160715 | 7,533 | $6.76B | 21 | 2026-03-31 | → |
| 532 | WEALTHSPIRE RETIREMENT, LLC | 121254 | 7,532 | $38.61B | 244 | 2026-03-31 | → |
| 533 | EARNEST PARTNERS LLC | 107926 | 7,515 | $42.61B | 47 | 2026-06-30 | → |
| 534 | PURE FINANCIAL ADVISORS, LLC | 144316 | 7,509 | $11.05B | 204 | 2026-02-28 | → |
| 535 | USA FINANCIAL FORMULAS LLC | 139987 | 7,489 | $534.4M | 38 | 2026-03-31 | → |
| 536 | JANUS HENDERSON INVESTORS US LLC | 104652 | 7,485 | $380.43B | 1,013 | 2026-06-30 | → |
| 537 | REVISOR WEALTH MANAGEMENT LLC | 169814 | 7,480 | $2.53B | 11 | 2026-05-31 | → |
| 538 | ASCENTIS INDEPENDENT ADVISORS, LLC | 322879 | 7,464 | $2.09B | 43 | 2026-06-30 | → |
| 539 | SHP WEALTH MANAGEMENT, LLC | 174697 | 7,457 | $1.92B | 52 | 2026-06-30 | → |
| 540 | FORGE FINANCIAL SERVICES, LLC | 306480 | 7,427 | $1.46B | 15 | 2026-03-31 | → |
| 541 | DAYMARK WEALTH PARTNERS, LLC | 320878 | 7,405 | $5.04B | 40 | 2026-02-28 | → |
| 542 | BALLENTINE PARTNERS, LLC | 152802 | 7,401 | $15.32B | 125 | 2026-05-31 | → |
| 543 | CHAS. P. SMITH & ASSOCIATES, PA, CPA'S | 104914 | 7,364 | $2.89B | 60 | 2026-03-31 | → |
| 544 | FOSTER GROUP, INC. | 107148 | 7,346 | $4.78B | 93 | 2026-03-31 | → |
| 545 | BOLTON SECURITIES CORP | 129376 | 7,320 | $8.28B | 158 | 2026-03-31 | → |
| 546 | WATERLOO CAPITAL, L.P. | 133705 | 7,306 | $2.26B | 64 | 2026-06-30 | → |
| 547 | VERUS CAPITAL PARTNERS, LLC | 151568 | 7,289 | $2.29B | 68 | 2026-03-31 | → |
| 548 | INTRUA FINANCIAL LLC | 281554 | 7,272 | $1.75B | 53 | 2026-05-31 | → |
| 549 | AVIDIAN WEALTH ENTERPRISES, LLC | 127186 | 7,256 | $4.76B | 59 | 2026-06-30 | → |
| 550 | MARCUM WEALTH, LLC | 134628 | 7,238 | $2.97B | 38 | 2025-05-31 | → |
| 551 | THOROUGHBRED FINANCIAL SERVICES, LLC | 47893 | 7,236 | $4.04B | 31 | 2026-03-31 | → |
| 552 | CONCURRENT ASSET MANAGEMENT, LLC | 330657 | 7,204 | $2.49B | 3 | 2026-06-30 | → |
| 553 | INDEPENDENT SOLUTIONS WEALTH MANAGEMENT, LLC | 144733 | 7,198 | $1.54B | 30 | 2026-03-31 | → |
| 554 | ACR ALPINE CAPITAL RESEARCH, LLC | 110933 | 7,168 | $10.79B | 35 | 2026-06-30 | → |
| 555 | JMG FINANCIAL GROUP LTD | 110302 | 7,164 | $7.50B | 103 | 2026-03-31 | → |
| 556 | ALLEN CAPITAL GROUP, LLC | 135879 | 7,162 | $1.50B | 38 | 2026-03-31 | → |
| 557 | ESSEX FINANCIAL SERVICES, INC. | 127549 | 7,143 | $4.17B | 46 | 2025-12-31 | → |
| 558 | PRIVATE MANAGEMENT GROUP INC | 104707 | 7,132 | $4.90B | 21 | 2026-04-30 | → |
| 559 | BROOKWOOD INVESTMENT GROUP LLC | 316544 | 7,129 | $1.25B | 24 | 2026-03-31 | → |
| 560 | NORTHCOAST ASSET MANAGEMENT LLC | 282241 | 7,122 | $4.97B | 45 | 2026-06-30 | → |
| 561 | GREENSPRING ADVISORS, LLC | 132669 | 7,119 | $6.46B | 68 | 2026-06-30 | → |
| 562 | COOPER FINANCIAL GROUP | 111458 | 7,111 | $2.85B | 53 | 2026-06-30 | → |
| 563 | LINDEN THOMAS ADVISORY SERVICES, LLC | 288557 | 7,111 | $1.77B | 14 | 2026-05-31 | → |
| 564 | APPLETON PARTNERS, INC. | 110049 | 7,106 | $12.55B | 59 | 2026-03-31 | → |
| 565 | GREAT LAKES RETIREMENT, INC. | 146608 | 7,044 | $1.16B | 27 | 2026-03-31 | → |
| 566 | CAPITA FINANCIAL NETWORK, LLC | 290558 | 7,042 | $2.32B | 59 | 2026-03-31 | → |
| 567 | GOLDEN STATE WEALTH MANAGEMENT, LLC | 167995 | 7,029 | $2.22B | 45 | 2026-03-31 | → |
| 568 | INVESTALL, INC. | 285955 | 6,999 | $26.2M | 17 | 2026-03-31 | → |
| 569 | PACKERLAND BROKERAGE SERVICES, INC. | 37031 | 6,993 | $1.36B | 318 | 2026-04-30 | → |
| 570 | AMERICANA PARTNERS, LLC | 301354 | 6,991 | $9.10B | 86 | 2026-04-30 | → |
| 571 | BOSTON PARTNERS GLOBAL INVESTORS, INC. | 124982 | 6,982 | $116.17B | 185 | 2026-06-30 | → |
| 572 | CALTON & ASSOCIATES, INC. | 20999 | 6,969 | $1.58B | 373 | 2026-05-31 | → |
| 573 | MANNING & NAPIER ADVISORS, LLC | 105992 | 6,965 | $17.03B | 195 | 2026-06-30 | → |
| 574 | A.G.P. / ALLIANCE GLOBAL PARTNERS, LLC | 8361 | 6,959 | $2.30B | 320 | 2026-06-30 | → |
| 575 | T. ROWE PRICE ASSOCIATES, INC. | 105496 | 6,889 | $2.20T | 3,760 | 2026-03-31 | → |
| 576 | JACOBI CAPITAL MANAGEMENT, LLC | 147663 | 6,842 | $2.64B | 31 | 2026-06-30 | → |
| 577 | FOSTER VICTOR WEALTH ADVISORS, LLC | 283656 | 6,830 | $2.64B | 42 | 2026-03-31 | → |
| 578 | INVST, LLC | 282863 | 6,818 | $1.57B | 65 | 2026-04-30 | → |
| 579 | VICTORY FINANCIAL GROUP LLC | 324943 | 6,805 | $1.34B | 47 | 2026-06-30 | → |
| 580 | KILEY JUERGENS WEALTH MANAGEMENT, LLC | 151088 | 6,799 | $2.20B | 26 | 2026-06-30 | → |
| 581 | OCTAVIA WEALTH ADVISORS LLC | 306909 | 6,795 | $2.15B | 45 | 2026-06-30 | → |
| 582 | AXOS INVEST, INC | 150953 | 6,794 | $150.8M | 13 | 2026-03-31 | → |
| 583 | VALLEY WEALTH STRATEGIES, LLC | 289737 | 6,774 | $1.45B | 59 | 2026-06-30 | → |
| 584 | TAMAR SECURITIES, LLC | 153991 | 6,772 | $1.52B | 22 | 2026-04-30 | → |
| 585 | PINNACLE ASSOCIATES, LTD. | 110631 | 6,766 | $10.39B | 69 | 2026-03-31 | → |
| 586 | EQUITY INVESTMENT CORPORATION | 283930 | 6,761 | $3.51B | 27 | 2026-03-31 | → |
| 587 | THURSTON SPRINGER ADVISORS, LLC | 299201 | 6,759 | $3.68B | 93 | 2025-11-30 | → |
| 588 | SLAVIC MUTUAL FUNDS MANAGEMENT CORP. | 113833 | 6,754 | $4.97B | 13 | 2026-04-30 | → |
| 589 | WCM INVESTMENT MANAGEMENT, LLC | 104702 | 6,728 | $96.77B | 102 | 2026-03-31 | → |
| 590 | TLG ADVISORS, INC. | 111052 | 6,727 | $2.30B | 290 | 2026-03-31 | → |
| 591 | ST. GERMAIN INVESTMENT MANAGEMENT, INC. | 155186 | 6,722 | $3.79B | 42 | 2026-03-31 | → |
| 592 | W1M WEALTH MANAGEMENT LIMITED | 132210 | 6,712 | $24.85B | 200 | 2026-05-31 | → |
| 593 | VENTURE VISIONARY PARTNERS LLC | 304237 | 6,711 | $5.24B | 46 | 2026-03-31 | → |
| 594 | CRESTWOOD ADVISORS GROUP, LLC | 286243 | 6,710 | $8.02B | 64 | 2026-06-30 | → |
| 595 | JOHNSON WEALTH INC. | 125557 | 6,701 | $10.35B | 142 | 2026-03-31 | → |
| 596 | W&S ADVISORY SERVICES, LLC | 334683 | 6,689 | $5.3M | 9 | 2026-05-31 | → |
| 597 | SAPIENT CAPITAL LLC | 324899 | 6,681 | $13.76B | 59 | 2026-03-31 | → |
| 598 | AMERICAN CENTURY INVESTMENTS PRIVATE CLIENT GROUP, INC. | 290043 | 6,678 | $2.33B | 105 | 2026-03-31 | → |
| 599 | SYM FINANCIAL CORPORATION | 107517 | 6,673 | $5.81B | 84 | 2026-03-31 | → |
| 600 | INDEX FUND ADVISORS, INC. | 109143 | 6,664 | $5.93B | 50 | 2026-03-31 | → |
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