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 | |
|---|---|---|---|---|---|---|---|
| 301 | BRANDES INVESTMENT PARTNERS, LP | 105404 | 385.8 | $40.65B | 149 | 2026-04-30 | → |
| 302 | AWM FINANCIAL SERVICES INC. | 144351 | 385.7 | $320.6M | 19 | 2026-03-31 | → |
| 303 | APERIO GROUP, LLC | 111616 | 385.2 | $152.13B | 208 | 2026-04-30 | → |
| 304 | COMMONWEALTH FINANCIAL SERVICES, LLC. | 324930 | 384.8 | $994.7M | 26 | 2026-04-30 | → |
| 305 | INTELLUS ADVISORS, LLC | 332883 | 384.7 | $1.35B | 15 | 2026-03-31 | → |
| 306 | MARSHFIELD ASSOCIATES, INC. | 150614 | 384.6 | $8.12B | 27 | 2026-03-31 | → |
| 307 | FINANCIAL SECURITY MANAGEMENT, INC | 116570 | 384.4 | $611.5M | 7 | 2026-05-31 | → |
| 308 | 25, LLC | 317916 | 384.4 | $545.0M | 19 | 2026-05-31 | → |
| 309 | COPLEY FINANCIAL GROUP, INC. | 283070 | 384.3 | $331.2M | 8 | 2026-05-31 | → |
| 310 | LODESTAR PRIVATE ASSET MANAGEMENT LLC | 107638 | 384.2 | $1.34B | 7 | 2026-03-31 | → |
| 311 | BKM WEALTH MANAGEMENT, LLC | 323928 | 384.2 | $651.8M | 9 | 2026-02-28 | → |
| 312 | TIAA KASPICK, LLC | 104554 | 383.8 | $8.74B | 115 | 2026-06-30 | → |
| 313 | HARVEST INVESTMENT CONSULTANTS LLC | 110258 | 383 | $549.0M | 12 | 2026-03-31 | → |
| 314 | ROUNDVIEW CAPITAL, LLC | 148083 | 382.2 | $2.13B | 13 | 2026-05-31 | → |
| 315 | STRATEGY FINANCIAL SERVICES, LLC | 164531 | 382 | $366.7M | 20 | 2026-03-31 | → |
| 316 | CATALYST WEALTH MANAGEMENT LLC | 329586 | 382 | $105.0M | 25 | 2026-06-30 | → |
| 317 | VERDE CAPITAL MANAGEMENT, INC. | 147179 | 381.5 | $749.8M | 16 | 2026-02-28 | → |
| 318 | KCM INVESTMENT ADVISORS, LLC | 109629 | 381.3 | $6.02B | 20 | 2026-03-31 | → |
| 319 | LARSON FINANCIAL GROUP, LLC | 140599 | 381.3 | $5.48B | 131 | 2026-03-31 | → |
| 320 | PLANNED SOLUTIONS FINANCIAL & INSURANCE SERVICES, INC. | 105052 | 380.3 | $671.0M | 11 | 2026-04-30 | → |
| 321 | WEALTHPLAN INVESTMENT MANAGEMENT LLC | 311364 | 379.5 | $2.19B | 34 | 2026-06-30 | → |
| 322 | FOSTER VICTOR WEALTH ADVISORS, LLC | 283656 | 379.4 | $2.64B | 42 | 2026-03-31 | → |
| 323 | CLARK FINANCIAL SERVICES GROUP INC | 110650 | 379.2 | $498.7M | 6 | 2026-03-31 | → |
| 324 | AFFIANCE FINANCIAL LLC | 113200 | 378.6 | $1.37B | 25 | 2026-06-30 | → |
| 325 | WEALTH MANAGEMENT PARTNERS, LLC | 309790 | 378.3 | $793.5M | 8 | 2026-02-28 | → |
| 326 | LEGACY FINANCIAL GROUP, LLC | 154927 | 376.9 | $1.01B | 18 | 2026-05-31 | → |
| 327 | TAMAR SECURITIES, LLC | 153991 | 376.2 | $1.52B | 22 | 2026-04-30 | → |
| 328 | CARTER FINANCIAL GROUP, INC. | 301025 | 376.2 | $382.2M | 9 | 2026-03-31 | → |
| 329 | ROCKPORT WEALTH, LLC | 297122 | 375.5 | $676.4M | 15 | 2026-05-31 | → |
| 330 | EVEREST FINANCIAL GROUP LLC | 137260 | 375.4 | $1.00B | 12 | 2026-03-31 | → |
| 331 | GREAT OAK CAPITAL PARTNERS, LLC | 281045 | 374.2 | $477.9M | 7 | 2026-04-30 | → |
| 332 | HAHN FINANCIAL GROUP INC. | 169787 | 373.7 | $188.7M | 16 | 2026-03-31 | → |
| 333 | VENTURE VISIONARY PARTNERS LLC | 304237 | 372.8 | $5.24B | 46 | 2026-03-31 | → |
| 334 | ERN FINANCIAL, LLC | 297717 | 372.6 | $1.15B | 12 | 2026-04-30 | → |
| 335 | IMPACT CAPITAL PARTNERS LLC | 329616 | 372.2 | $625.6M | 5 | 2026-03-31 | → |
| 336 | SAVANT CAPITAL, LLC | 107271 | 372 | $49.57B | 659 | 2026-04-30 | → |
| 337 | PARK CAPITAL MANAGEMENT, LLC | 158965 | 370.6 | $868.0M | 9 | 2026-03-31 | → |
| 338 | HUDOCK, INC. | 149255 | 369.9 | $1.00B | 15 | 2026-02-28 | → |
| 339 | CARDINAL POINT CAPITAL MANAGEMENT, ULC | 140619 | 369 | $4.81B | 56 | 2026-04-30 | → |
| 340 | UPTICK PARTNERS, LLC | 324250 | 369 | $688.1M | 7 | 2026-03-31 | → |
| 341 | MURRAY FINANCIAL GROUP, LLC | 157626 | 368.7 | $1.55B | 17 | 2026-02-28 | → |
| 342 | GLOBAL WEALTH MANAGEMENT INVESTMENT ADVISORY, INC. | 286005 | 368.7 | $722.8M | 42 | 2026-03-31 | → |
| 343 | CLARITY FINANCIAL ADVISORS LLC | 323321 | 368.3 | $149.5M | 9 | 2026-06-30 | → |
| 344 | FINANCIAL PLAN, INC. | 116073 | 368.1 | $1.60B | 12 | 2026-03-31 | → |
| 345 | ALL STAR FINANCIAL LLC | 323765 | 367.8 | $881.7M | 14 | 2026-02-28 | → |
| 346 | JOHNSON BIXBY & ASSOCIATES, LLC | 310839 | 367.5 | $933.7M | 15 | 2026-03-31 | → |
| 347 | MADISON INVESTMENT ADVISORS, LLC | 110297 | 367.4 | $13.84B | 92 | 2026-03-31 | → |
| 348 | LANHAM ODELL & CO INC | 105708 | 367.3 | $771.0M | 12 | 2025-11-30 | → |
| 349 | PLAN A WEALTH, LLC | 287860 | 367.2 | $433.8M | 13 | 2026-03-31 | → |
| 350 | WOODARD & CO ASSET MANAGEMENT GROUP INC | 108199 | 366.4 | $1.17B | 5 | 2026-04-30 | → |
| 351 | CRA FINANCIAL SERVICES, L.L.C. | 124004 | 366.4 | $1.69B | 14 | 2026-05-31 | → |
| 352 | NEW HARBOR FINANCIAL GROUP, LLC | 155528 | 366.2 | $820.9M | 9 | 2026-04-30 | → |
| 353 | MADISON WEALTH PARTNERS, INC. | 305824 | 365.5 | $1.30B | 17 | 2026-06-30 | → |
| 354 | MID-AMERICAN WEALTH ADVISORY GROUP INC. | 301621 | 365.2 | $335.6M | 21 | 2026-03-31 | → |
| 355 | VIVALDI CAPITAL MANAGEMENT LP | 160150 | 365 | $5.64B | 68 | 2026-04-30 | → |
| 356 | HANTZ FINANCIAL SERVICES, INC. | 46047 | 364.7 | $10.00B | 435 | 2026-04-30 | → |
| 357 | MCGLONE SUTTNER WEALTH MANAGEMENT, INC. | 149830 | 364.1 | $1.01B | 14 | 2026-02-28 | → |
| 358 | LEONARD RICKEY INVESTMENT ADVISORS, P.L.L.C. | 116891 | 364.1 | $958.1M | 19 | 2026-03-31 | → |
| 359 | MTM FINANCIAL GROUP, LLC | 147221 | 364 | $771.6M | 16 | 2026-03-31 | → |
| 360 | JOULE FINANCIAL, LLC | 320791 | 363.5 | $478.6M | 8 | 2026-03-31 | → |
| 361 | CONVERGENCE FINANCIAL, LLC | 304146 | 363.5 | $904.0M | 18 | 2026-06-30 | → |
| 362 | BIP WEALTH, LLC | 143208 | 362.3 | $5.29B | 88 | 2026-06-30 | → |
| 363 | CHRISTOPHER J. HASENBERG, INC. | 326053 | 360 | $270.5M | 10 | 2025-05-31 | → |
| 364 | VERTIS WEALTH, LLC | 307270 | 360 | $140.7M | 17 | 2026-03-31 | → |
| 365 | BAKER STREET ADVISORS, LLC | 128066 | 359.8 | $20.77B | 63 | 2026-03-31 | → |
| 366 | ELEVATION POINT WEALTH PARTNERS, LLC | 137068 | 359 | $8.29B | 91 | 2026-06-30 | → |
| 367 | SSB WEALTH MANAGEMENT, INC. | 306510 | 358.5 | $2.73B | 20 | 2026-06-30 | → |
| 368 | WATERFRONT WEALTH INC. | 173220 | 358.2 | $1.14B | 14 | 2026-03-31 | → |
| 369 | FINANCIAL SYMMETRY INCORPORATED | 118443 | 358 | $1.54B | 35 | 2026-05-31 | → |
| 370 | SOUTHERN CAPITAL ADVISORS, LLC | 292275 | 357.8 | $636.9M | 6 | 2026-05-31 | → |
| 371 | 210 WEALTH MANAGEMENT, INC. | 328570 | 357.2 | $242.8M | 16 | 2026-03-31 | → |
| 372 | MATTSON FINANCIAL SERVICES, LLC | 153067 | 356.8 | $515.0M | 22 | 2026-06-30 | → |
| 373 | OAK RIDGE INVESTMENTS, LLC | 107066 | 356.4 | $1.70B | 13 | 2026-05-31 | → |
| 374 | THE WEALTH ALLIANCE, LLC | 305052 | 355.4 | $2.10B | 29 | 2026-04-30 | → |
| 375 | HCR WEALTH ADVISORS | 108676 | 354.6 | $1.96B | 20 | 2026-06-30 | → |
| 376 | PAX FINANCIAL GROUP, LLC | 284164 | 354.5 | $747.1M | 22 | 2026-06-30 | → |
| 377 | RODGERS & ASSOCIATES, LLC | 121700 | 354.4 | $1.63B | 21 | 2026-03-31 | → |
| 378 | LIGHTHOUSE FINANCIAL ADVISORS, INC. | 121496 | 353.6 | $1.11B | 9 | 2026-03-31 | → |
| 379 | FELLOWSHIP FINANCIAL PLANNING, LLC | 330347 | 353.4 | $465.3M | 12 | 2026-03-31 | → |
| 380 | FWG INVESTMENTS, LLC | 284064 | 353.4 | $349.0M | 27 | 2026-05-31 | → |
| 381 | AXIUS ADVISORS LLC | 330006 | 353.4 | $623.8M | 9 | 2026-03-31 | → |
| 382 | AFFINITY CAPITAL ADVISORS LLC | 166226 | 353.2 | $851.3M | 11 | 2026-03-31 | → |
| 383 | TELOS CAPITAL MANAGEMENT, INC. | 149108 | 353 | $1.63B | 19 | 2026-05-31 | → |
| 384 | DAYMARK WEALTH PARTNERS, LLC | 320878 | 352.6 | $5.04B | 40 | 2026-02-28 | → |
| 385 | ABSHER WEALTH MANAGEMENT, LLC | 304642 | 352.6 | $1.26B | 9 | 2026-05-31 | → |
| 386 | OCEAN PATH ADVISORS, LLC | 338933 | 352.3 | $559.5M | 6 | 2026-06-30 | → |
| 387 | TRITONPOINT WEALTH, LLC | 328398 | 352.2 | $1.55B | 15 | 2026-03-31 | → |
| 388 | BARE FINANCIAL SERVICES INC. | 328043 | 351.9 | $662.3M | 19 | 2026-03-31 | → |
| 389 | CENTENNIAL WEALTH ADVISORY, LLC | 138054 | 351.6 | $397.1M | 14 | 2026-04-30 | → |
| 390 | RPS ADVISORY SOLUTIONS, LLC | 311575 | 351.5 | $467.0M | 17 | 2026-03-31 | → |
| 391 | ACCESS FINANCIAL RESOURCES INC. | 109495 | 351.1 | $410.6M | 9 | 2026-04-30 | → |
| 392 | FOYSTON, GORDON & PAYNE INC. | 121591 | 351 | $5.96B | 46 | 2026-05-31 | → |
| 393 | CHAS. P. SMITH & ASSOCIATES, PA, CPA'S | 104914 | 350.7 | $2.89B | 60 | 2026-03-31 | → |
| 394 | WHITCOMB & HESS, INC. | 121064 | 350 | $490.7M | 31 | 2026-02-28 | → |
| 395 | HFG ADVISORS, INC. | 282027 | 348.5 | $426.7M | 9 | 2026-04-30 | → |
| 396 | CORNERSTONE ADVISORY, LLC | 142359 | 348.3 | $2.25B | 19 | 2026-03-31 | → |
| 397 | SHARIAPORTFOLIO, INC. | 173937 | 347.2 | $3.01B | 21 | 2026-04-30 | → |
| 398 | KEUDELL MORRISON WEALTH MANAGEMENT, LLC | 292600 | 347.2 | $921.5M | 11 | 2026-03-31 | → |
| 399 | PARTNERS IN FINANCIAL PLANNING, LLC | 151980 | 346.8 | $913.6M | 14 | 2026-03-31 | → |
| 400 | CROAK ASSET MANAGEMENT, LLC | 297666 | 346.5 | $363.9M | 6 | 2026-04-30 | → |
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