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 | |
|---|---|---|---|---|---|---|---|
| 101 | FACET WEALTH, INC | 285961 | 722.2 | $6.04B | 168 | 2026-02-28 | → |
| 102 | FOCUSED WEALTH MANAGEMENT, INC. | 154828 | 716.6 | $2.27B | 19 | 2026-03-31 | → |
| 103 | INVESTMENT ADVISORY GROUP, LLC | 109445 | 716.2 | $1.22B | 10 | 2026-02-28 | → |
| 104 | COVESTOR LTD | 145694 | 711 | $195.8M | 17 | 2026-03-31 | → |
| 105 | EAST CAPITAL FINANCIAL SERVICES AB | 335426 | 709.6 | $4.28B | 30 | 2026-03-31 | → |
| 106 | CAMBIAR INVESTORS, LLC | 115093 | 702.9 | $2.92B | 28 | 2026-03-31 | → |
| 107 | NEWSQUARE CAPITAL, LLC | 152430 | 694.7 | $2.39B | 21 | 2026-02-28 | → |
| 108 | AXOS INVEST, INC | 150953 | 679.4 | $150.8M | 13 | 2026-03-31 | → |
| 109 | ATLANTA CAPITAL MANAGEMENT COMPANY, L.L.C. | 116719 | 662.6 | $28.64B | 35 | 2026-03-31 | → |
| 110 | BELLE HAVEN INVESTMENTS, L.P. | 29278 | 656.9 | $23.32B | 47 | 2026-03-31 | → |
| 111 | ACR ALPINE CAPITAL RESEARCH, LLC | 110933 | 651.6 | $10.79B | 35 | 2026-06-30 | → |
| 112 | WASHINGTON CROSSING ADVISORS LLC | 281511 | 651.4 | $2.03B | 10 | 2026-04-30 | → |
| 113 | CARDINAL CAPITAL MANAGEMENT, INC. | 124729 | 651 | $4.02B | 81 | 2026-01-31 | → |
| 114 | DEMMING FINANCIAL SERVICES CORP. | 120106 | 645.6 | $675.7M | 11 | 2025-09-30 | → |
| 115 | MIDWEST FINANCIAL PARTNERS INVESTMENTS, INC. | 173790 | 643.9 | $1.52B | 30 | 2026-02-28 | → |
| 116 | WEALTHCARE INVESTMENT PARTNERS LLC | 296475 | 641.6 | $859.6M | 12 | 2026-03-31 | → |
| 117 | QUANTINNO CAPITAL MANAGEMENT LP | 298733 | 635.7 | $60.91B | 53 | 2026-03-31 | → |
| 118 | AE WEALTH MANAGEMENT, LLC | 282580 | 631.7 | $49.84B | 630 | 2026-06-30 | → |
| 119 | RICHARD YOUNG ASSOCIATES, LTD. | 126124 | 627.9 | $1.20B | 16 | 2026-02-28 | → |
| 120 | CGC FINANCIAL SERVICES, LLC | 155446 | 620.6 | $875.8M | 13 | 2026-03-31 | → |
| 121 | LEGACY INVESTMENT SOLUTIONS, LLC | 322695 | 620.5 | $283.7M | 18 | 2026-04-30 | → |
| 122 | PAYNE CAPITAL MANAGEMENT, LLC | 147119 | 611.9 | $1.34B | 17 | 2026-03-31 | → |
| 123 | REAP FINANCIAL GROUP, LLC | 144560 | 603 | $648.2M | 28 | 2026-03-31 | → |
| 124 | INVESCO MANAGED ACCOUNTS, LLC | 154461 | 601.5 | $31.28B | 68 | 2026-06-30 | → |
| 125 | STRATEGIC FAMILY WEALTH COUNSELORS, L.L.C. | 128199 | 600 | $1.66B | 14 | 2026-03-31 | → |
| 126 | CONFLUENCE INVESTMENT MANAGEMENT LLC | 146019 | 594.5 | $6.72B | 55 | 2026-03-31 | → |
| 127 | WESTEND ADVISORS, LLC | 133279 | 592.7 | $1.87B | 29 | 2026-01-31 | → |
| 128 | AXXCESS WEALTH MANAGEMENT, LLC | 164081 | 591.8 | $8.88B | 72 | 2026-03-31 | → |
| 129 | R.T. JONES CAPITAL EQUITIES MANAGEMENT INC. | 131804 | 586.9 | $351.8M | 7 | 2026-06-30 | → |
| 130 | DOLAN MCENIRY CAPITAL MANAGEMENT LLC | 108658 | 582.1 | $13.76B | 26 | 2026-03-31 | → |
| 131 | INNOVATIVE WEALTH BUILDING LLC | 314942 | 580.8 | $657.2M | 17 | 2026-06-30 | → |
| 132 | 180 WEALTH ADVISORS, LLC | 284921 | 580 | $1.36B | 11 | 2026-02-28 | → |
| 133 | BLUEPRINT WEALTH MANAGEMENT, LLC | 169997 | 575.4 | $145.7M | 19 | 2026-03-31 | → |
| 134 | ABACUS PLANNING GROUP, INC. | 107994 | 570.8 | $2.16B | 30 | 2026-04-30 | → |
| 135 | BRIGHTHOUSE INVESTMENT ADVISERS, LLC | 107312 | 570.5 | $132.63B | 29 | 2026-03-31 | → |
| 136 | BMO PRIVATE INVESTMENT COUNSEL INC. | 160344 | 568.4 | $40.18B | 130 | 2026-03-31 | → |
| 137 | EFS ADVISORS LLC | 115211 | 566.1 | $2.40B | 59 | 2026-03-31 | → |
| 138 | ADELL HARRIMAN & CARPENTER INC | 107488 | 565 | $2.09B | 13 | 2026-03-31 | → |
| 139 | CROSSMARK GLOBAL INVESTMENTS, INC. | 113360 | 563.6 | $8.98B | 54 | 2026-06-30 | → |
| 140 | NORTHCREST ASSET MANAGEMENT LLC | 300366 | 559.2 | $4.33B | 12 | 2026-03-31 | → |
| 141 | GERBER KAWASAKI, INC. | 153649 | 558.2 | $4.11B | 59 | 2026-03-31 | → |
| 142 | FULLER & THALER ASSET MANAGEMENT INC | 107033 | 557 | $30.25B | 30 | 2026-03-31 | → |
| 143 | SECURITY FINANCIAL SERVICES, INC. | 122050 | 549.5 | $1.34B | 16 | 2026-03-31 | → |
| 144 | SGROI WEALTH ADVISORY GROUP LLC | 289764 | 548.3 | $1.36B | 27 | 2026-02-28 | → |
| 145 | CADENCE WEALTH MANAGEMENT LLC | 155080 | 545.3 | $448.0M | 7 | 2026-03-31 | → |
| 146 | GREAT LAKES RETIREMENT, INC. | 146608 | 541.8 | $1.16B | 27 | 2026-03-31 | → |
| 147 | LANTZ FINANCIAL LLC | 297573 | 541.7 | $994.1M | 13 | 2026-04-30 | → |
| 148 | MBE WEALTH MANAGEMENT, LLC | 165516 | 541.2 | $977.1M | 18 | 2026-02-28 | → |
| 149 | EVANSON FINANCIAL, LLC | 340506 | 538 | $5.85B | 10 | 2026-05-31 | → |
| 150 | SYNERGY ASSET MANAGEMENT, LLC | 117201 | 535.3 | $1.30B | 14 | 2026-03-31 | → |
| 151 | LEAFHOUSE FINANCIAL ADVISORS, LLC | 149694 | 530.9 | $24.09B | 30 | 2026-06-30 | → |
| 152 | LINEWEAVER WEALTH ADVISORS, LLC | 173310 | 530.4 | $1.08B | 21 | 2026-03-31 | → |
| 153 | KENNEDY INVESTMENT GROUP, INC. | 322605 | 528.2 | $633.2M | 12 | 2026-02-28 | → |
| 154 | KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT, LLC | 104599 | 526.3 | $39.36B | 134 | 2026-03-31 | → |
| 155 | INTELLIGENT WEALTH SOLUTIONS LLC | 300403 | 526 | $961.0M | 6 | 2026-03-31 | → |
| 156 | LEGACY FINANCIAL INDEPENDENT ADVISORS LLC | 324258 | 522.8 | $484.0M | 8 | 2026-03-31 | → |
| 157 | HORIZON WEALTH MANAGEMENT, LLC | 170255 | 522.7 | $1.08B | 10 | 2026-02-28 | → |
| 158 | BUOYANT CAPITAL PRIVATE LIMITED | 327612 | 520.1 | $924.8M | 79 | 2026-06-30 | → |
| 159 | KELLY FINANCIAL SERVICES LLC | 291996 | 515.7 | $623.6M | 10 | 2026-03-31 | → |
| 160 | RPOA ADVISORS, INC. | 157222 | 513.8 | $3.59B | 126 | 2026-04-30 | → |
| 161 | GRYPHON WEALTH, LLC | 339969 | 511.8 | $3.24B | 22 | 2026-05-31 | → |
| 162 | ADVANCE CAPITAL MANAGEMENT INC | 110767 | 511.6 | $4.98B | 62 | 2026-03-31 | → |
| 163 | MCILRATH & ECK, LLC | 145252 | 504.6 | $1.36B | 19 | 2026-03-31 | → |
| 164 | ATOMIC INVEST LLC | 313255 | 503 | $319.5M | 21 | 2026-04-30 | → |
| 165 | EVOKE WEALTH, LLC | 300856 | 501.1 | $17.29B | 96 | 2026-04-30 | → |
| 166 | ALLEGHENY FINANCIAL GROUP | 104690 | 501.1 | $5.59B | 103 | 2026-05-31 | → |
| 167 | ALEXANDER LABRUNERIE & CO., INC. | 117153 | 500.8 | $618.9M | 6 | 2026-03-31 | → |
| 168 | SEI INVESTMENTS MANAGEMENT CORP | 105146 | 498.3 | $216.43B | 434 | 2026-03-31 | → |
| 169 | SAFEGUARD INVESTMENT ADVISORY GROUP, LLC | 146132 | 495.3 | $702.3M | 25 | 2026-03-31 | → |
| 170 | CULLEN CAPITAL MANAGEMENT, LLC | 113128 | 495.2 | $11.58B | 64 | 2026-03-31 | → |
| 171 | FORGE FINANCIAL SERVICES, LLC | 306480 | 495.1 | $1.46B | 15 | 2026-03-31 | → |
| 172 | PRISM FINANCIAL GROUP, L.L.C. | 112315 | 494.8 | $1.70B | 9 | 2025-02-28 | → |
| 173 | FINANCIAL STRATEGIES GROUP, INC | 289054 | 494.7 | $677.4M | 27 | 2026-03-31 | → |
| 174 | 93 FINANCIAL GROUP, LLC | 144235 | 493.2 | $899.7M | 8 | 2026-03-31 | → |
| 175 | OUTLOOK WEALTH ADVISORS, LLC | 291465 | 492.2 | $593.7M | 11 | 2026-03-31 | → |
| 176 | VALLEY NATIONAL ADVISERS INC | 110788 | 491.2 | $1.31B | 13 | 2026-03-31 | → |
| 177 | APTUS CAPITAL ADVISORS, LLC | 167626 | 488.7 | $14.14B | 40 | 2026-03-31 | → |
| 178 | CHURCHILL MANAGEMENT CORP | 109651 | 488.1 | $10.08B | 55 | 2025-07-31 | → |
| 179 | COFG ADVISORS, LLC | 333344 | 482.8 | $1.21B | 19 | 2026-02-28 | → |
| 180 | ABNER HERRMAN & BROCK, LLC | 8517 | 480.6 | $2.74B | 13 | 2026-06-30 | → |
| 181 | MARKS GROUP WEALTH MANAGEMENT, INC. | 148679 | 478.9 | $2.02B | 14 | 2026-03-31 | → |
| 182 | PROFESSIONAL FINANCIAL ADVISORS, LLC | 173719 | 477.9 | $769.8M | 12 | 2026-06-30 | → |
| 183 | STRAIGHTLINE GROUP, LLC | 127401 | 475.2 | $1.17B | 11 | 2026-03-31 | → |
| 184 | CVFG LLC | 325310 | 475.2 | $1.15B | 11 | 2026-05-31 | → |
| 185 | VANTUS WEALTH LLC | 337216 | 473.6 | $439.8M | 15 | 2026-02-28 | → |
| 186 | DRUCKER WEALTH 3.0, LLC | 328909 | 473.3 | $771.2M | 12 | 2026-05-31 | → |
| 187 | EARNEST PARTNERS LLC | 107926 | 469.7 | $42.61B | 47 | 2026-06-30 | → |
| 188 | BRIDGEWEALTH ADVISORY GROUP, LLC | 293514 | 467.6 | $868.9M | 10 | 2026-03-31 | → |
| 189 | LAUREL OAK WEALTH MANAGEMENT, LLC | 336824 | 466.2 | $1.40B | 22 | 2026-06-30 | → |
| 190 | ROOTED WEALTH ADVISORS, INC. | 313759 | 465 | $408.8M | 22 | 2026-03-31 | → |
| 191 | KELLY FINANCIAL GROUP, LLC | 136372 | 464.8 | $474.9M | 7 | 2026-02-28 | → |
| 192 | SLAGLE FINANCIAL, LLC. | 149976 | 464.7 | $411.7M | 21 | 2026-03-31 | → |
| 193 | FIRETHORN WEALTH PARTNERS, LLC | 297634 | 464.6 | $671.9M | 9 | 2026-04-30 | → |
| 194 | HILTOP PARTNERS, LLC | 290981 | 464 | $616.4M | 16 | 2026-04-30 | → |
| 195 | LLOYD ADVISORY SERVICES, LLC | 150582 | 463.2 | $437.6M | 13 | 2026-03-31 | → |
| 196 | BLUESTEM WEALTH PARTNERS, LLC | 324489 | 462.7 | $1.12B | 34 | 2026-03-31 | → |
| 197 | COASTAL BRIDGE ADVISORS, LLC | 152569 | 460.2 | $5.02B | 46 | 2026-03-31 | → |
| 198 | JAMES HAMBRO & PARTNERS LLP | 286283 | 457.4 | $10.56B | 166 | 2025-11-30 | → |
| 199 | J.G.HENDRICKS FINANCIAL SERVICES, LLC | 289593 | 455.7 | $536.1M | 7 | 2026-06-30 | → |
| 200 | ALLWORTH FINANCIAL, L.P. | 111167 | 455.3 | $33.55B | 493 | 2026-03-31 | → |
Related Lists
Sleeve1,000 firms · 2026-06-30