Research Report · 2026-06-30
Registered Investment Advisers with the Most Accounts per Investment Advisory Employee
SEC-registered investment advisers ranked by accounts / investment advisory employee.
Firms
1,000
Total AUM
$11.81T
Median AUM
$1.11B
Latest Filing
2026-06-30
| Rank↕ | Firm Name | CRD↕ | Accounts / Investment Advisory Employee↕ | AUM↕ | Employees↕ | Latest Filing | |
|---|---|---|---|---|---|---|---|
| 901 | COVINGTONALSINA, LLC | 326810 | 248.2 | $282.9M | 5 | 2026-04-30 | → |
| 902 | POEHLING CAPITAL MANAGEMENT, INC. | 131668 | 248.2 | $591.3M | 6 | 2026-02-28 | → |
| 903 | MONTEREY PRIVATE WEALTH, INC. | 114572 | 248.1 | $1.10B | 13 | 2025-03-31 | → |
| 904 | TRIAD WEALTH PARTNERS, LLC | 326523 | 248.1 | $1.53B | 46 | 2026-06-30 | → |
| 905 | CLARITY FINANCIAL, LLC | 150661 | 248.1 | $1.84B | 16 | 2026-05-31 | → |
| 906 | GREAT DIAMOND PARTNERS, LLC | 299598 | 248 | $804.1M | 12 | 2026-04-30 | → |
| 907 | PFG INVESTMENTS, LLC | 289256 | 248 | $436.8M | 28 | 2026-03-31 | → |
| 908 | OXENFREE CAPITAL LLC | 327105 | 247.9 | $249.8M | 8 | 2026-06-30 | → |
| 909 | BCGM WEALTH MANAGEMENT, LLC | 306757 | 247.6 | $541.5M | 10 | 2026-06-30 | → |
| 910 | AEQUITAS INVESTMENT ADVISORS, LLC | 127625 | 247.6 | $826.1M | 8 | 2026-03-31 | → |
| 911 | SAGE, RUTTY & CO., INC. | 3254 | 247.4 | $3.46B | 36 | 2026-03-31 | → |
| 912 | SERENUS WEALTH ADVISORS, LLC | 332034 | 247.3 | $1.47B | 6 | 2026-06-30 | → |
| 913 | DRIVEN INVESTMENTS LLC | 310095 | 247.3 | $239.2M | 8 | 2026-03-31 | → |
| 914 | MIDWEST FINANCIAL GROUP LLC | 175288 | 246.9 | $566.1M | 9 | 2026-02-28 | → |
| 915 | LITMAN GREGORY WEALTH MANAGEMENT, LLC | 107611 | 246.9 | $2.68B | 28 | 2025-04-30 | → |
| 916 | REBALANCE LLC | 158242 | 246.7 | $1.93B | 18 | 2026-05-31 | → |
| 917 | SWAN GLOBAL INVESTMENTS, LLC | 114669 | 246.2 | $2.39B | 17 | 2026-03-31 | → |
| 918 | BROWN | MILLER WEALTH MANAGEMENT, LLC | 305742 | 245.8 | $991.1M | 11 | 2026-04-30 | → |
| 919 | STEELPEAK WEALTH, LLC | 165168 | 245.5 | $4.15B | 84 | 2026-03-31 | → |
| 920 | WHELAN FINANCIAL | 107227 | 245.4 | $781.8M | 9 | 2026-01-31 | → |
| 921 | TACTIVE ADVISORS, LLC | 309311 | 245.3 | $619.0M | 15 | 2026-06-30 | → |
| 922 | SAGEGUARD FINANCIAL GROUP, LLC | 160266 | 245.1 | $755.7M | 15 | 2026-05-31 | → |
| 923 | R M DAVIS INC | 105448 | 245 | $8.15B | 63 | 2026-03-31 | → |
| 924 | BEIRNE WEALTH CONSULTING SERVICES, LLC | 167103 | 244.4 | $1.37B | 9 | 2026-03-31 | → |
| 925 | BTC CAPITAL MANAGEMENT, INC. | 127158 | 244.3 | $4.60B | 17 | 2026-03-31 | → |
| 926 | GER LOFTIN WEALTH ADVISORS, LLC | 305359 | 244.3 | $344.5M | 6 | 2026-06-30 | → |
| 927 | AVISO WEALTH MANAGEMENT | 108146 | 243.9 | $621.3M | 9 | 2026-03-31 | → |
| 928 | ZUCKERMAN INVESTMENT GROUP, LLC | 137785 | 243.8 | $2.17B | 15 | 2026-03-31 | → |
| 929 | VESTMENT FINANCIAL LLC | 168771 | 243.5 | $304.3M | 20 | 2026-06-30 | → |
| 930 | KOLINSKY WEALTH MANAGEMENT, LLC | 153763 | 243.5 | $493.8M | 11 | 2025-03-31 | → |
| 931 | PERFORMANCE WEALTH PARTNERS, LLC | 311735 | 243 | $4.09B | 15 | 2026-06-30 | → |
| 932 | DRAKE & ASSOCIATES, LLC | 154854 | 242.9 | $607.3M | 35 | 2026-06-30 | → |
| 933 | SEGMENT WEALTH MANAGEMENT, LLC | 164877 | 242.8 | $2.07B | 12 | 2026-05-31 | → |
| 934 | GUARDIAN WEALTH MANAGEMENT, LLC | 118668 | 242.6 | $411.1M | 11 | 2026-03-31 | → |
| 935 | RELYEA ZUCKERBERG HANSON, LLC | 125696 | 242.6 | $2.45B | 11 | 2026-02-28 | → |
| 936 | CERTIOR FINANCIAL GROUP, LLC | 285502 | 242.6 | $452.3M | 9 | 2026-03-31 | → |
| 937 | STONEBRIDGE CAPITAL ADVISORS LLC | 111447 | 242.4 | $2.52B | 31 | 2026-03-31 | → |
| 938 | PEAK FINANCIAL MANAGEMENT INC | 110559 | 242.3 | $534.4M | 9 | 2026-06-30 | → |
| 939 | SANDHILL CAPITAL PARTNERS LLC | 129800 | 242.2 | $2.40B | 22 | 2026-03-31 | → |
| 940 | KEYSTONE FINANCIAL SERVICES, LLC | 308397 | 242.1 | $240.3M | 11 | 2026-04-30 | → |
| 941 | MOUNTAIN CAPITAL INVESTMENT ADVISORS INC | 156660 | 242.1 | $929.1M | 17 | 2026-05-31 | → |
| 942 | TOBIAS FINANCIAL ADVISORS, INC. | 104711 | 242 | $1.19B | 26 | 2026-04-30 | → |
| 943 | LIFESPAN FINANCIAL STRATEGIES, INC. | 119800 | 241.8 | $357.4M | 6 | 2026-03-31 | → |
| 944 | DLK INVESTMENT MANAGEMENT | 149096 | 241.6 | $524.0M | 5 | 2026-03-31 | → |
| 945 | THOR INVESTMENT MANAGEMENT INC | 105902 | 241.6 | $678.7M | 15 | 2026-05-31 | → |
| 946 | TLWM, LLC | 158305 | 241.4 | $605.4M | 11 | 2026-03-31 | → |
| 947 | ALIANZA CORP. INVESTMENT ADVISOR | 323267 | 241.4 | $204.1M | 5 | 2026-06-30 | → |
| 948 | MAINSAIL FINANCIAL GROUP, LLC | 317970 | 241.3 | $403.9M | 12 | 2026-06-30 | → |
| 949 | FOCUS FINANCIAL NETWORK, INC. | 116140 | 241.3 | $6.82B | 189 | 2026-03-31 | → |
| 950 | ADDISON ADVISORS LLC | 154744 | 241 | $582.7M | 9 | 2026-02-28 | → |
| 951 | MASON & ASSOCIATES, LLC | 307206 | 241 | $471.4M | 11 | 2026-06-30 | → |
| 952 | ASCENT CAPITAL MANAGEMENT, LLC | 131423 | 241 | $445.6M | 6 | 2025-06-30 | → |
| 953 | WINDSOR CAPITAL MANAGEMENT, LLC | 116593 | 240.8 | $703.4M | 8 | 2026-01-31 | → |
| 954 | SKYLINE ADVISORS, INC. | 188511 | 240.8 | $386.5M | 8 | 2026-01-31 | → |
| 955 | CHICAGO PARTNERS INVESTMENT GROUP LLC | 147662 | 240.7 | $7.47B | 73 | 2026-03-31 | → |
| 956 | ARGENT ADVISORS, INC. | 112028 | 240.7 | $1.71B | 27 | 2026-03-31 | → |
| 957 | HORIZON FINANCIAL SERVICES, LLC | 158798 | 240.6 | $262.4M | 8 | 2026-03-31 | → |
| 958 | MATAURO, LLC | 333038 | 240.5 | $1.05B | 16 | 2026-04-30 | → |
| 959 | SILVERLAKE WEALTH MANAGEMENT LLC | 165525 | 240.1 | $849.1M | 13 | 2026-04-30 | → |
| 960 | VENTURI WEALTH MANAGEMENT, LLC | 169576 | 239.7 | $3.58B | 38 | 2026-03-31 | → |
| 961 | BRASS TAX WEALTH MANAGEMENT, INC. | 285249 | 239.3 | $860.2M | 29 | 2025-03-31 | → |
| 962 | TCP ASSET MANAGEMENT, LLC | 286037 | 239.1 | $1.18B | 43 | 2026-02-28 | → |
| 963 | SMITH ANGLIN FINANCIAL, LLC | 144386 | 239 | $2.01B | 16 | 2025-05-31 | → |
| 964 | JOHNSON INVESTMENT COUNSEL, INC. | 117054 | 238.9 | $22.98B | 164 | 2026-05-31 | → |
| 965 | SB CAPITAL MANAGEMENT, INC. | 126826 | 238.8 | $1.23B | 6 | 2025-10-31 | → |
| 966 | ARQ WEALTH ADVISORS, LLC | 147351 | 238.7 | $1.11B | 18 | 2026-04-30 | → |
| 967 | LVW ADVISORS, LLC | 159403 | 238.6 | $2.47B | 19 | 2026-03-31 | → |
| 968 | IRON HORSE WEALTH MANAGEMENT, LLC | 165164 | 238.5 | $532.8M | 7 | 2025-06-30 | → |
| 969 | APPLE TREE ASSET MANAGEMENT, LLC | 298437 | 238.3 | $151.9M | 7 | 2026-03-31 | → |
| 970 | REGENCY INVESTMENT ADVISORS INC | 106990 | 238.3 | $1.14B | 15 | 2026-03-31 | → |
| 971 | NAVALIGN, LLC | 119919 | 238.3 | $731.9M | 10 | 2026-04-30 | → |
| 972 | OAK HILL WEALTH ADVISORS, LLC | 318606 | 238.2 | $603.2M | 10 | 2025-03-31 | → |
| 973 | MIDLAND WEALTH ADVISORS, LLC | 324997 | 237.9 | $3.16B | 32 | 2026-04-30 | → |
| 974 | PROSTATIS GROUP LLC | 132662 | 237.9 | $605.4M | 27 | 2026-04-30 | → |
| 975 | ASSETBUILDER, INC. | 142665 | 237.9 | $812.7M | 12 | 2026-04-30 | → |
| 976 | CONDOR CAPITAL MANAGEMENT | 104920 | 237.6 | $2.18B | 31 | 2026-03-31 | → |
| 977 | ENDEAVOR PRIVATE WEALTH, INC. | 313053 | 237.6 | $595.3M | 13 | 2026-05-31 | → |
| 978 | BARLOW WEALTH PARTNERS, LLC | 325308 | 237.5 | $1.35B | 6 | 2026-03-31 | → |
| 979 | LEVEL FINANCIAL ADVISORS, INC. | 110641 | 237.4 | $862.7M | 15 | 2026-05-31 | → |
| 980 | TYCHE WEALTH PARTNERS LLC | 326006 | 236.9 | $1.57B | 17 | 2026-06-30 | → |
| 981 | RADEMACHER FINANCIAL, INC. | 114067 | 236.8 | $234.3M | 6 | 2026-03-31 | → |
| 982 | ISTHMUS PARTNERS, LLC | 171279 | 236.8 | $1.44B | 17 | 2026-01-31 | → |
| 983 | KING WEALTH MANAGEMENT GROUP, LLC | 159550 | 236.8 | $1.08B | 8 | 2026-01-31 | → |
| 984 | KENNERMAN ASSOCIATE INC | 105696 | 236.3 | $825.5M | 6 | 2026-02-28 | → |
| 985 | BALLAST, INC. | 152695 | 236 | $751.5M | 12 | 2026-02-28 | → |
| 986 | CAPITAL INVESTMENT ADVISORS, INC. | 118269 | 236 | $302.3M | 11 | 2026-06-30 | → |
| 987 | W.G.SHAHEEN & ASSOCIATES,LTD. | 117307 | 235.6 | $1.49B | 12 | 2026-03-31 | → |
| 988 | TOTH FINANCIAL ADVISORY CORP | 104952 | 235.2 | $1.15B | 18 | 2026-03-31 | → |
| 989 | LORNE STEINBERG WEALTH MANAGEMENT INC. | 290262 | 235.1 | $814.4M | 16 | 2026-03-31 | → |
| 990 | MKD WEALTH COACHES, LLC | 144994 | 235 | $505.7M | 13 | 2026-03-31 | → |
| 991 | TRIUNE FINANCIAL PARTNERS, LLC | 152277 | 234.9 | $1.52B | 24 | 2026-03-31 | → |
| 992 | TILLER PRIVATE WEALTH, INC. | 111268 | 234.8 | $730.3M | 11 | 2026-05-31 | → |
| 993 | MEANS INVESTMENT CO., INC. | 2748 | 234.7 | $1.59B | 24 | 2026-03-31 | → |
| 994 | OXFORD WEALTH GROUP, LLC | 319561 | 234.6 | $327.9M | 14 | 2026-05-31 | → |
| 995 | SIMPLIFIED WEALTH MANAGEMENT, LLC | 297059 | 234.6 | $225.5M | 9 | 2026-02-28 | → |
| 996 | VESTIA ADVISORS, LLC | 290565 | 234.5 | $1.06B | 31 | 2026-03-31 | → |
| 997 | CLAYTON FINANCIAL SERVICES INC | 105898 | 234.5 | $909.8M | 14 | 2026-03-31 | → |
| 998 | WEALTH ARCHITECTS, LLC | 135373 | 234.4 | $2.42B | 23 | 2026-03-31 | → |
| 999 | TANDEM FINANCIAL, LLC | 292565 | 234.3 | $541.8M | 6 | 2026-06-30 | → |
| 1000 | CFO4LIFE GROUP, LLC | 287600 | 234.2 | $1.94B | 22 | 2026-06-30 | → |
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