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 | |
|---|---|---|---|---|---|---|---|
| 701 | MBE WEALTH MANAGEMENT, LLC | 165516 | 5,412 | $977.1M | 18 | 2026-02-28 | → |
| 702 | BAKER STREET ADVISORS, LLC | 128066 | 5,397 | $20.77B | 63 | 2026-03-31 | → |
| 703 | G. W. HENSSLER & ASSOCIATES, LTD | 104545 | 5,395 | $3.81B | 88 | 2026-03-31 | → |
| 704 | ASPIRE CAPITAL ADVISORS LLC | 298366 | 5,393 | $1.23B | 22 | 2026-04-30 | → |
| 705 | GUARDIAN WEALTH ADVISORS, LLC | 305412 | 5,387 | $2.74B | 50 | 2026-03-31 | → |
| 706 | GPS WEALTH STRATEGIES GROUP, LLC | 285507 | 5,385 | $1.42B | 5 | 2025-12-31 | → |
| 707 | SSB WEALTH MANAGEMENT, INC. | 306510 | 5,377 | $2.73B | 20 | 2026-06-30 | → |
| 708 | COLUMBUS MACRO, LLC | 286374 | 5,375 | $970.3M | 7 | 2026-02-28 | → |
| 709 | ADVISOR PARTNERS II, LLC | 321633 | 5,371 | $13.91B | 26 | 2026-03-31 | → |
| 710 | FINANCIAL SYMMETRY INCORPORATED | 118443 | 5,370 | $1.54B | 35 | 2026-05-31 | → |
| 711 | GIBBS WEALTH MANAGEMENT, LLC | 281621 | 5,357 | $1.06B | 147 | 2026-04-30 | → |
| 712 | SYNERGY ASSET MANAGEMENT, LLC | 117201 | 5,353 | $1.30B | 14 | 2026-03-31 | → |
| 713 | TFO WEALTH PARTNERS, LLC | 124407 | 5,341 | $5.66B | 67 | 2026-04-30 | → |
| 714 | CYNDEO WEALTH PARTNERS, LLC | 307781 | 5,330 | $3.15B | 28 | 2026-06-30 | → |
| 715 | BEAM WEALTH ADVISORS, INC. | 109867 | 5,324 | $1.60B | 27 | 2026-04-30 | → |
| 716 | WEALTHPLAN INVESTMENT MANAGEMENT LLC | 311364 | 5,313 | $2.19B | 34 | 2026-06-30 | → |
| 717 | BALTIMORE-WASHINGTON FINANCIAL ADVISORS, INC. | 159388 | 5,301 | $2.99B | 36 | 2026-03-31 | → |
| 718 | TRUE NORTH ADVISORS, LLC | 116048 | 5,298 | $5.42B | 89 | 2026-03-31 | → |
| 719 | CONNECTICUT WEALTH MANAGEMENT, LLC | 154310 | 5,287 | $4.48B | 74 | 2026-05-31 | → |
| 720 | JAZZ WEALTH MANAGERS, INC. | 282807 | 5,279 | $462.2M | 9 | 2026-03-31 | → |
| 721 | MAIA WEALTH, LLC | 292817 | 5,265 | $973.0M | 43 | 2026-05-31 | → |
| 722 | APRIO WEALTH MANAGEMENT, LLC | 127333 | 5,258 | $4.15B | 55 | 2026-06-30 | → |
| 723 | RUFFER LLP | 309733 | 5,250 | $24.87B | 282 | 2026-06-30 | → |
| 724 | WEALTHQUEST CORPORATION | 141473 | 5,241 | $2.22B | 42 | 2026-03-31 | → |
| 725 | ROCKWOOD WEALTH MANAGEMENT, LLC | 137481 | 5,237 | $2.87B | 54 | 2026-05-31 | → |
| 726 | GIRAFFES, INC. | 157616 | 5,235 | $1.09B | 19 | 2026-06-30 | → |
| 727 | FORTIS GROUP ADVISORS LLC | 290427 | 5,234 | $822.4M | 29 | 2026-03-31 | → |
| 728 | VANTAGE FINANCIAL PARTNERS, LLC | 315828 | 5,227 | $1.02B | 26 | 2026-03-31 | → |
| 729 | LEO WEALTH, LLC | 283891 | 5,195 | $3.21B | 40 | 2026-06-30 | → |
| 730 | BUCK WEALTH STRATEGIES, LLC | 322138 | 5,193 | $1.64B | 102 | 2026-06-30 | → |
| 731 | CLEARBRIDGE INVESTMENT MANAGEMENT LIMITED | 139012 | 5,185 | $9.89B | 44 | 2026-06-30 | → |
| 732 | ARISTOTLE CAPITAL MANAGEMENT, LLC | 109876 | 5,169 | $43.54B | 170 | 2026-04-30 | → |
| 733 | 1919 INVESTMENT COUNSEL, LLC | 133370 | 5,169 | $26.04B | 131 | 2026-04-30 | → |
| 734 | STOKER OSTLER WEALTH ADVISORS, INC. | 111320 | 5,166 | $3.67B | 30 | 2026-04-30 | → |
| 735 | ARCHER INVESTMENT CORPORATION | 136403 | 5,147 | $1.01B | 80 | 2026-03-31 | → |
| 736 | JAFFE TILCHIN INVESTMENT PARTNERS, LLC | 143608 | 5,136 | $2.45B | 39 | 2026-05-31 | → |
| 737 | ALPHA CUBED INVESTMENTS, LLC | 159347 | 5,128 | $3.78B | 29 | 2026-03-31 | → |
| 738 | LAZARD ASSET MANAGEMENT LLC | 122836 | 5,110 | $120.52B | 532 | 2026-03-31 | → |
| 739 | FAS WEALTH PARTNERS, INC. | 109796 | 5,110 | $3.78B | 33 | 2026-02-28 | → |
| 740 | INSIGNEO ADVISORY SERVICES, LLC | 282589 | 5,107 | $5.16B | 223 | 2026-06-30 | → |
| 741 | BMO FAMILY OFFICE, LLC | 110264 | 5,101 | $9.99B | 130 | 2026-01-31 | → |
| 742 | CHEVY CHASE TRUST COMPANY | 110742 | 5,097 | $44.93B | 119 | 2026-03-31 | → |
| 743 | KORNITZER CAPITAL MANAGEMENT, INC. | 111087 | 5,080 | $6.49B | 41 | 2026-06-30 | → |
| 744 | ACCREDITED INVESTORS INC | 105439 | 5,077 | $4.41B | 53 | 2026-03-31 | → |
| 745 | MOORS & CABOT, INC. | 594 | 5,074 | $3.44B | 121 | 2025-09-30 | → |
| 746 | RMR WEALTH BUILDERS, INC. | 169005 | 5,069 | $2.89B | 64 | 2026-04-30 | → |
| 747 | TENNESSEE VALLEY ASSET MANAGEMENT PARTNERS, LLC | 160321 | 5,057 | $1.19B | 38 | 2026-06-30 | → |
| 748 | OASIS ADVISORS, LLC | 335555 | 5,052 | $277.7M | 27 | 2026-06-30 | → |
| 749 | GIVERNY CAPITAL INC. | 130640 | 5,043 | $2.70B | 31 | 2026-06-30 | → |
| 750 | CWA ASSET MANAGEMENT GROUP, LLC | 158940 | 5,041 | $4.51B | 67 | 2026-04-30 | → |
| 751 | ABOUND WEALTH MANAGEMENT, LLC | 285903 | 5,040 | $1.95B | 41 | 2026-06-30 | → |
| 752 | RICHARD YOUNG ASSOCIATES, LTD. | 126124 | 5,023 | $1.20B | 16 | 2026-02-28 | → |
| 753 | TCP ASSET MANAGEMENT, LLC | 286037 | 5,021 | $1.18B | 43 | 2026-02-28 | → |
| 754 | ADAMSBROWN WEALTH CONSULTANTS LLC | 308410 | 5,018 | $1.12B | 22 | 2026-02-28 | → |
| 755 | GUIDESTONE ADVISORS, LLC | 149624 | 5,004 | $1.96B | 34 | 2026-03-31 | → |
| 756 | COMMONWEALTH FINANCIAL SERVICES, LLC. | 324930 | 5,003 | $994.7M | 26 | 2026-04-30 | → |
| 757 | MARSHFIELD ASSOCIATES, INC. | 150614 | 5,000 | $8.12B | 27 | 2026-03-31 | → |
| 758 | COPPER FINANCIAL NETWORK, LLC | 168203 | 4,987 | $410.7M | 50 | 2026-06-30 | → |
| 759 | TCW INVESTMENT MANAGEMENT COMPANY LLC | 106546 | 4,982 | $38.82B | 405 | 2026-05-31 | → |
| 760 | BRADLEY FOSTER & SARGENT INC | 106928 | 4,971 | $9.07B | 61 | 2026-04-30 | → |
| 761 | NBC SECURITIES, INC. | 17870 | 4,966 | $1.78B | 68 | 2026-06-30 | → |
| 762 | ADVISORS MANAGEMENT GROUP INC | 113020 | 4,960 | $819.6M | 17 | 2026-03-31 | → |
| 763 | HALBERT HARGROVE GLOBAL ADVISORS, LLC | 105515 | 4,932 | $4.20B | 52 | 2026-03-31 | → |
| 764 | GIRARD ADVISORY SERVICES, LLC | 39163 | 4,930 | $3.18B | 60 | 2026-03-31 | → |
| 765 | SUMMIT X | 282502 | 4,925 | $978.7M | 22 | 2025-03-31 | → |
| 766 | VALLEY NATIONAL ADVISERS INC | 110788 | 4,912 | $1.31B | 13 | 2026-03-31 | → |
| 767 | GRANITE BAY WEALTH MANAGEMENT, LLC | 174765 | 4,909 | $1.27B | 28 | 2026-06-30 | → |
| 768 | MARIDEA WEALTH MANAGEMENT LLC | 325523 | 4,904 | $958.7M | 48 | 2026-06-30 | → |
| 769 | EVERCORE WEALTH MANAGEMENT, LLC | 148399 | 4,895 | $15.52B | 97 | 2026-03-31 | → |
| 770 | AVIOR WEALTH MANAGEMENT, LLC | 148674 | 4,894 | $6.46B | 170 | 2026-04-30 | → |
| 771 | PKS ADVISORY SERVICES, LLC | 125648 | 4,892 | $1.09B | 45 | 2026-06-30 | → |
| 772 | PROSPERITAS FINANCIAL, LLC | 315768 | 4,890 | $812.5M | 33 | 2026-03-31 | → |
| 773 | ENVESTNET RETIREMENT SOLUTIONS, LLC | 171570 | 4,876 | $16.30B | 24 | 2026-06-30 | → |
| 774 | RAYMOND JAMES (USA) LTD | 25853 | 4,869 | $1.99B | 175 | 2026-06-30 | → |
| 775 | MANULIFE INVESTMENT MANAGEMENT (US) LLC | 106435 | 4,861 | $228.04B | 267 | 2026-03-31 | → |
| 776 | NATURAL INVESTMENTS PBLLC | 113348 | 4,846 | $2.05B | 24 | 2026-02-28 | → |
| 777 | LIFEWORKS ADVISORS, LLC | 288255 | 4,836 | $966.7M | 48 | 2026-06-30 | → |
| 778 | MOSAIC FAMILY WEALTH PARTNERS, LLC | 317377 | 4,827 | $2.04B | 22 | 2026-03-31 | → |
| 779 | LINSCOMB WEALTH, INC. | 106779 | 4,814 | $4.57B | 52 | 2026-02-28 | → |
| 780 | BCP ADVISORS LLC | 157973 | 4,810 | $475.3M | 5 | 2026-03-31 | → |
| 781 | WESTMOUNT PARTNERS, LLC | 158857 | 4,798 | $5.94B | 39 | 2026-05-31 | → |
| 782 | MOSS ADAMS WEALTH ADVISORS LLC | 108917 | 4,790 | $5.77B | 59 | 2026-05-31 | → |
| 783 | WILLIAMS JONES WEALTH MANAGEMENT, LLC | 301925 | 4,788 | $12.47B | 52 | 2026-04-30 | → |
| 784 | MAGNUS FINANCIAL GROUP LLC | 289423 | 4,782 | $2.33B | 24 | 2026-03-31 | → |
| 785 | ADVICEONE ADVISORY SERVICES, LLC | 111614 | 4,781 | $2.05B | 56 | 2026-03-31 | → |
| 786 | 360 ONE ASSET MANAGEMENT LIMITED | 300914 | 4,773 | $4.31B | 130 | 2026-06-30 | → |
| 787 | MCGOWAN GROUP ASSET MANAGEMENT, INC. | 154127 | 4,773 | $1.08B | 9 | 2026-05-31 | → |
| 788 | PERSONAL CFO SOLUTIONS LLC | 158248 | 4,764 | $1.65B | 18 | 2026-03-31 | → |
| 789 | FERGUSON WELLMAN CAPITAL MANAGEMENT, INC. | 104692 | 4,763 | $10.66B | 68 | 2026-06-30 | → |
| 790 | STRAIGHTLINE GROUP, LLC | 127401 | 4,752 | $1.17B | 11 | 2026-03-31 | → |
| 791 | WEALTH MANAGEMENT NEBRASKA LLC | 137080 | 4,751 | $3.71B | 61 | 2026-06-30 | → |
| 792 | ETHOS FINANCIAL GROUP, LLC | 321748 | 4,747 | $2.14B | 38 | 2026-03-31 | → |
| 793 | CONVERGENCE FINANCIAL, LLC | 304146 | 4,725 | $904.0M | 18 | 2026-06-30 | → |
| 794 | CLARET ASSET MANAGEMENT CORP | 110453 | 4,723 | $2.36B | 44 | 2026-03-31 | → |
| 795 | MOMENTUM INDEPENDENT NETWORK INC. | 17587 | 4,721 | $1.61B | 97 | 2026-03-31 | → |
| 796 | PCG WEALTH ADVISORS, LLC | 290977 | 4,710 | $931.1M | 24 | 2026-06-30 | → |
| 797 | WORLD INVESTMENTS, INC. | 20626 | 4,697 | $1.73B | 217 | 2025-10-31 | → |
| 798 | LEGACY WEALTH MANAGEMENT INC | 108619 | 4,667 | $2.66B | 22 | 2026-03-31 | → |
| 799 | STRATEGIC PLANNING GROUP, LLC | 113844 | 4,663 | $910.3M | 20 | 2026-03-31 | → |
| 800 | LAUREL OAK WEALTH MANAGEMENT, LLC | 336824 | 4,662 | $1.40B | 22 | 2026-06-30 | → |
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