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 | |
|---|---|---|---|---|---|---|---|
| 201 | IRON GATE GLOBAL ADVISORS, LLC | 111177 | 452.7 | $1.32B | 7 | 2026-03-31 | → |
| 202 | BRECKINRIDGE CAPITAL ADVISORS INC | 107143 | 449.9 | $54.28B | 88 | 2026-03-31 | → |
| 203 | GENEVA CAPITAL MANAGEMENT LLC | 105432 | 449.9 | $5.60B | 20 | 2026-03-31 | → |
| 204 | ASPIRE CAPITAL ADVISORS LLC | 298366 | 449.4 | $1.23B | 22 | 2026-04-30 | → |
| 205 | RED DOOR WEALTH MANAGEMENT, LLC | 153235 | 447.1 | $3.09B | 19 | 2026-06-30 | → |
| 206 | GRANITE BAY WEALTH MANAGEMENT, LLC | 174765 | 446.3 | $1.27B | 28 | 2026-06-30 | → |
| 207 | KEY FINANCIAL, INC. | 116240 | 444.8 | $2.84B | 36 | 2026-03-31 | → |
| 208 | THE ASCENT GROUP, LLC | 314424 | 444.7 | $4.76B | 44 | 2026-03-31 | → |
| 209 | VALIDUS CAPITAL LLC | 319212 | 441.6 | $2.54B | 18 | 2026-03-31 | → |
| 210 | LEVEL FOUR CAPITAL MANAGEMENT | 304792 | 441.6 | $1.38B | 9 | 2026-03-31 | → |
| 211 | BUSKA WEALTH MANAGEMENT, LLC | 170627 | 441.5 | $538.7M | 8 | 2026-06-30 | → |
| 212 | ARKFELD WEALTH STRATEGIES, L.L.C. | 293175 | 440.8 | $538.0M | 8 | 2026-04-30 | → |
| 213 | PACE FINANCIAL ADVISORS, INC. | 318359 | 440.4 | $362.1M | 9 | 2026-04-30 | → |
| 214 | INDEPENDENCE FINANCIAL ADVISORS, LLC | 156305 | 437.9 | $463.8M | 11 | 2025-12-31 | → |
| 215 | FORTE CAPITAL LLC | 109941 | 436 | $1.45B | 20 | 2025-02-28 | → |
| 216 | VALTINSON BRUNER FINANCIAL PLANNING LLC | 297866 | 435.7 | $712.0M | 11 | 2026-02-28 | → |
| 217 | VANTAGE FINANCIAL PARTNERS, LLC | 315828 | 435.6 | $1.02B | 26 | 2026-03-31 | → |
| 218 | THE NEMES RUSH GROUP, LLC | 312554 | 434.4 | $1.62B | 17 | 2026-03-31 | → |
| 219 | BERNICKE WEALTH MANAGEMENT, LTD. | 335431 | 434.3 | $887.4M | 26 | 2026-05-31 | → |
| 220 | KRAFT, DAVIS & ASSOCIATES, LLC | 175085 | 433.2 | $768.5M | 13 | 2026-05-31 | → |
| 221 | WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | 299595 | 432.2 | $732.2M | 8 | 2026-03-31 | → |
| 222 | CARY STREET PARTNERS ASSET MANAGEMENT LLC | 289178 | 431.4 | $1.45B | 49 | 2026-03-31 | → |
| 223 | CWS FINANCIAL ADVISORS LLC | 297000 | 431.2 | $1.33B | 12 | 2026-02-28 | → |
| 224 | STOKER OSTLER WEALTH ADVISORS, INC. | 111320 | 430.5 | $3.67B | 30 | 2026-04-30 | → |
| 225 | RETIREMENT INVESTMENT ADVISORS INC | 106316 | 430.5 | $1.49B | 15 | 2026-03-31 | → |
| 226 | BALLAST ADVISORS, LLC | 285991 | 430.3 | $674.5M | 15 | 2026-03-31 | → |
| 227 | COPPERWYND FINANCIAL, LLC | 143442 | 430 | $720.1M | 11 | 2025-03-31 | → |
| 228 | STABLEPOINT PARTNERS, LLC | 328503 | 429.2 | $930.0M | 11 | 2026-03-31 | → |
| 229 | ECLECTIC ASSOCIATES, INC. | 111041 | 429 | $1.47B | 17 | 2026-04-30 | → |
| 230 | THE RETIREMENT PLANNING GROUP, LLC | 129625 | 427.5 | $4.16B | 78 | 2026-06-30 | → |
| 231 | ACORN WEALTH ADVISORS, LLC | 170462 | 426.4 | $561.4M | 5 | 2026-06-30 | → |
| 232 | INSTRUMENTAL WEALTH, LLC | 310788 | 425.6 | $508.0M | 12 | 2026-03-31 | → |
| 233 | GR FINANCIAL GROUP, LLC | 172370 | 425.3 | $1.05B | 10 | 2026-04-30 | → |
| 234 | KESLER, NORMAN & WRIDE, LLC | 307667 | 424.4 | $661.4M | 9 | 2026-06-30 | → |
| 235 | ABLE WEALTH MANAGEMENT LLC | 298085 | 421.8 | $579.5M | 7 | 2026-06-30 | → |
| 236 | GEMMER ASSET MANAGEMENT LLC | 109034 | 420.8 | $2.36B | 16 | 2026-03-31 | → |
| 237 | IAG WEALTH PARTNERS, LLC | 109721 | 420.7 | $1.87B | 15 | 2026-03-31 | → |
| 238 | REAGAN COMPANIES ASSET MANAGEMENT, INC | 161648 | 420 | $1.16B | 9 | 2026-06-30 | → |
| 239 | BROGAN FINANCIAL, INC. | 133623 | 418.6 | $577.0M | 31 | 2026-03-31 | → |
| 240 | Q3 ASSET MANAGEMENT CORPORATION | 137839 | 418 | $794.7M | 12 | 2026-03-31 | → |
| 241 | SPLIT ROCK PRIVATE TRADING AND WEALTH MANAGEMENT LLC | 152003 | 416.8 | $356.1M | 6 | 2026-04-30 | → |
| 242 | VANGUARD ADVISERS, INC. | 106715 | 415.9 | $344.62B | 2,208 | 2026-05-31 | → |
| 243 | STONEBRIDGE ADVISORS LLC | 134017 | 415.4 | $11.83B | 15 | 2026-03-31 | → |
| 244 | ACORN FINANCIAL ADVISORY SERVICES, INC. | 116763 | 415.1 | $1.40B | 11 | 2026-06-30 | → |
| 245 | QUATTRO ADVISORS L.L.C. | 146438 | 415 | $661.7M | 6 | 2026-03-31 | → |
| 246 | THE HARBOR GROUP, INC. | 105637 | 414.9 | $2.00B | 22 | 2026-05-31 | → |
| 247 | BERKSHIRE ASSET MANAGEMENT, LLC | 145463 | 414.3 | $2.79B | 11 | 2026-03-31 | → |
| 248 | ZHANG FINANCIAL LLC | 159257 | 413.4 | $8.37B | 50 | 2026-03-31 | → |
| 249 | ADVISORS MANAGEMENT GROUP INC | 113020 | 413.3 | $819.6M | 17 | 2026-03-31 | → |
| 250 | NVEST FINANCIAL, LLC | 128868 | 413.2 | $688.3M | 16 | 2026-03-31 | → |
| 251 | BARNES PETTEY FINANCIAL ADVISORS, LLC | 142944 | 412.9 | $1.31B | 13 | 2026-04-30 | → |
| 252 | SAGESPRING WEALTH PARTNERS | 283515 | 410.7 | $8.49B | 195 | 2026-05-31 | → |
| 253 | KWB WEALTH | 300921 | 410 | $1.23B | 10 | 2026-05-31 | → |
| 254 | MARINO, STRAM AND ASSOCIATES LLC | 107768 | 408.9 | $1.41B | 19 | 2026-06-30 | → |
| 255 | WEALTH QUARTERBACK LLC | 282967 | 408.4 | $391.3M | 11 | 2026-03-31 | → |
| 256 | THE LONDON COMPANY OF VIRGINIA, LLC | 106654 | 408.1 | $14.89B | 56 | 2026-03-31 | → |
| 257 | BALTIMORE-WASHINGTON FINANCIAL ADVISORS, INC. | 159388 | 407.8 | $2.99B | 36 | 2026-03-31 | → |
| 258 | ARMSTRONG ADVISORY GROUP INC. | 318662 | 407.1 | $1.67B | 22 | 2026-03-31 | → |
| 259 | GOLDSTEIN ADVISORS, LLC | 323125 | 407 | $1.08B | 19 | 2026-02-28 | → |
| 260 | MACH-1 FINANCIAL GROUP, LLC | 298195 | 406.9 | $546.3M | 20 | 2026-04-30 | → |
| 261 | BRIAUD FINANCIAL PLANNING INC | 105638 | 406.8 | $912.8M | 16 | 2026-05-31 | → |
| 262 | GALECKI FINANCIAL MANAGEMENT INC | 107218 | 406.7 | $929.5M | 15 | 2026-02-28 | → |
| 263 | MINICHMACGREGOR WEALTH MANAGEMENT, LLC | 151237 | 406.4 | $722.9M | 10 | 2026-05-31 | → |
| 264 | CEDAR MOUNTAIN ADVISORS, LLC | 140339 | 405.5 | $1.20B | 10 | 2026-03-31 | → |
| 265 | CONFLUENCE WEALTH SERVICES, INC. | 311980 | 404.9 | $6.84B | 70 | 2026-06-30 | → |
| 266 | FAITHWARD ADVISORS, LLC | 116978 | 404.8 | $1.05B | 47 | 2026-03-31 | → |
| 267 | INTEGRATED CAPITAL MANAGEMENT LLC | 284766 | 404.2 | $429.8M | 5 | 2026-02-28 | → |
| 268 | JB CAPITAL LLC | 171168 | 403.9 | $2.78B | 64 | 2026-02-28 | → |
| 269 | STRATEGIC INVESTMENT SOLUTIONS, INC. | 143128 | 403.4 | $830.2M | 14 | 2026-02-28 | → |
| 270 | LINDBROOK CAPITAL, LLC | 155812 | 403.3 | $3.50B | 10 | 2025-02-28 | → |
| 271 | PRASAD WEALTH PARTNERS, LLC | 332507 | 403 | $572.1M | 11 | 2026-05-31 | → |
| 272 | THE ADVISORY RESOURCE GROUP, LLC | 290110 | 401.7 | $926.6M | 13 | 2026-03-31 | → |
| 273 | ADVISORY ALPHA, LLC | 158282 | 400 | $4.37B | 66 | 2026-03-31 | → |
| 274 | CALIBER WEALTH MANAGEMENT, LLC | 331165 | 399.5 | $1.76B | 24 | 2026-06-30 | → |
| 275 | TRAJAN WEALTH, L.L.C. | 158847 | 399.3 | $2.60B | 140 | 2026-03-31 | → |
| 276 | WISDOM FINANCIAL SERVICES, L.L.C. | 127385 | 398.9 | $779.2M | 14 | 2026-02-28 | → |
| 277 | FINANCIAL PARTNERS GROUP, INC. | 288644 | 398.6 | $1.15B | 9 | 2026-03-31 | → |
| 278 | KICKSTAND VENTURES, LLC | 327022 | 395.2 | $633.5M | 7 | 2026-06-30 | → |
| 279 | GRP FINANCIAL SERVICES, LLC | 333183 | 394.4 | $155.3M | 16 | 2026-01-31 | → |
| 280 | LEVERTY FINANCIAL GROUP, LLC | 310258 | 394.2 | $676.8M | 8 | 2026-01-31 | → |
| 281 | EVOLVE PRIVATE WEALTH, LLC | 333932 | 394 | $2.15B | 17 | 2026-06-30 | → |
| 282 | WISE WEALTH, LLC | 143421 | 394 | $304.2M | 10 | 2025-08-31 | → |
| 283 | SEEDS INVESTOR LLC | 308909 | 393.6 | $1.00B | 25 | 2026-06-30 | → |
| 284 | KMG FIDUCIARY PARTNERS, LLC | 298331 | 393.4 | $1.67B | 16 | 2026-05-31 | → |
| 285 | PREMIER PATH WEALTH PARTNERS, LLC | 325300 | 393 | $1.22B | 8 | 2026-05-31 | → |
| 286 | VISION RETIREMENT, LLC | 173064 | 393 | $633.7M | 13 | 2026-06-30 | → |
| 287 | VESTGEN ADVISORS, LLC | 318657 | 392.9 | $6.67B | 165 | 2026-05-31 | → |
| 288 | PROVIDENCE CAPITAL ADVISORS, LLC | 174631 | 392.1 | $1.07B | 14 | 2026-03-31 | → |
| 289 | WRENNE FINANCIAL PLANNING LLC | 173029 | 391.8 | $297.9M | 11 | 2026-05-31 | → |
| 290 | BIG SIOUX FINANCIAL, INC. | 299593 | 391.4 | $235.2M | 7 | 2026-02-28 | → |
| 291 | SUNBURST FINANCIAL GROUP, LLC | 283605 | 391 | $808.1M | 9 | 2026-05-31 | → |
| 292 | SWAN CAPITAL, LLC | 305793 | 390.7 | $351.4M | 21 | 2026-06-30 | → |
| 293 | DARWIN WEALTH MANAGEMENT, LLC | 166585 | 390.2 | $614.5M | 10 | 2026-03-31 | → |
| 294 | BENJAMIN F. EDWARDS WEALTH MANAGEMENT, LLC | 297750 | 389.3 | $705.4M | 12 | 2026-03-31 | → |
| 295 | FOURPATH CAPITAL MANAGEMENT, LLC | 313573 | 389 | $1.06B | 6 | 2026-02-28 | → |
| 296 | WESTERN ASSET MANAGEMENT COMPANY, LLC | 110441 | 389 | $184.99B | 137 | 2026-06-30 | → |
| 297 | WEALTHCARE CAPITAL MANAGEMENT LLC | 111119 | 388.5 | $3.93B | 54 | 2026-05-31 | → |
| 298 | STENGER FAMILY OFFICE, LLC | 325089 | 388.3 | $686.2M | 9 | 2026-04-30 | → |
| 299 | SAGE ADVISORY SERVICES LTD CO | 106236 | 388.2 | $28.43B | 58 | 2026-03-31 | → |
| 300 | HUGHES FINANCIAL SERVICES, LLC | 173195 | 387.8 | $759.8M | 12 | 2026-02-28 | → |
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