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 | |
|---|---|---|---|---|---|---|---|
| 401 | RFG - BRISTOL WEALTH ADVISORS, LLC | 330145 | 345.5 | $985.6M | 10 | 2026-06-30 | → |
| 402 | J. L. BAINBRIDGE & CO., INC. | 108058 | 345 | $1.37B | 11 | 2026-03-31 | → |
| 403 | IAM ADVISORY LLC | 305492 | 344.9 | $699.4M | 14 | 2026-06-30 | → |
| 404 | ORGEL WEALTH MANAGEMENT, LLC | 168219 | 344.5 | $9.55B | 79 | 2026-03-31 | → |
| 405 | SKINNER, COPPER & EHMEN WEALTH MANAGEMENT, LLC | 159255 | 343.8 | $705.7M | 10 | 2026-01-31 | → |
| 406 | CFS INVESTMENT ADVISORY SERVICES LLC | 106577 | 343.7 | $2.73B | 13 | 2026-03-31 | → |
| 407 | GOLDSTONE FINANCIAL GROUP, LLC | 222520 | 342.2 | $1.05B | 43 | 2026-03-31 | → |
| 408 | GUIDESTREAM FINANCIAL, INC. | 150890 | 342 | $263.5M | 9 | 2026-04-30 | → |
| 409 | ADVICEONE ADVISORY SERVICES, LLC | 111614 | 341.5 | $2.05B | 56 | 2026-03-31 | → |
| 410 | ALLEN CAPITAL GROUP, LLC | 135879 | 341 | $1.50B | 38 | 2026-03-31 | → |
| 411 | ENVESTNET PORTFOLIO SOLUTIONS, INC. | 109662 | 340.8 | $17.35B | 532 | 2026-06-30 | → |
| 412 | LIFECYCLE FINANCIAL PLANNERS INC. | 290250 | 340.6 | $671.7M | 9 | 2026-03-31 | → |
| 413 | FORM WEALTH ADVISORS, LLC | 326519 | 340.5 | $1.06B | 16 | 2026-03-31 | → |
| 414 | LIBERTY ONE INVESTMENT MANAGEMENT, LLC | 304290 | 340.5 | $1.05B | 20 | 2026-03-31 | → |
| 415 | PERSONAL CFO SOLUTIONS LLC | 158248 | 340.3 | $1.65B | 18 | 2026-03-31 | → |
| 416 | CAHILL FINANCIAL ADVISORS, INC. | 109890 | 340.3 | $1.77B | 22 | 2026-03-31 | → |
| 417 | STEELE CAPITAL MANAGEMENT, INC. | 107097 | 339.8 | $3.55B | 15 | 2026-03-31 | → |
| 418 | INSIGHT WEALTH STRATEGIES, LLC | 293644 | 339.7 | $1.06B | 12 | 2026-02-28 | → |
| 419 | PRIVATE MANAGEMENT GROUP INC | 104707 | 339.6 | $4.90B | 21 | 2026-04-30 | → |
| 420 | ASSET ONE WEALTH MANAGEMENT, LLC | 336350 | 339.6 | $982.5M | 19 | 2026-04-30 | → |
| 421 | TULSA WEALTH ADVISORS, INC. | 337956 | 339.4 | $1.54B | 27 | 2026-03-31 | → |
| 422 | DAVIDSON INVESTMENT ADVISORS, INC. | 110552 | 339 | $5.20B | 31 | 2025-12-31 | → |
| 423 | DT INVESTMENT PARTNERS, LLC | 157646 | 339 | $1.91B | 8 | 2026-03-31 | → |
| 424 | SHILANSKI & ASSOCIATES, INC. | 116431 | 338.3 | $420.3M | 16 | 2025-05-31 | → |
| 425 | PEAK PLANNING GROUP, LLC | 289891 | 337.6 | $710.0M | 11 | 2026-05-31 | → |
| 426 | OPPENHEIMER ASSET MANAGEMENT INC. | 105559 | 337.5 | $21.33B | 129 | 2026-03-31 | → |
| 427 | KINGSVIEW WEALTH MANAGEMENT, LLC | 148107 | 336.1 | $8.96B | 285 | 2026-06-30 | → |
| 428 | ADVISOR PARTNERS II, LLC | 321633 | 335.7 | $13.91B | 26 | 2026-03-31 | → |
| 429 | BEACON CAPITAL MANAGEMENT, LLC | 156228 | 335.4 | $1.27B | 39 | 2026-03-31 | → |
| 430 | LAKE STREET PRIVATE WEALTH, LLC | 296761 | 335.3 | $1.16B | 9 | 2026-03-31 | → |
| 431 | THE MILLSTONE EVANS GROUP, LLC | 311142 | 334.6 | $893.3M | 8 | 2026-05-31 | → |
| 432 | SHUFRO, ROSE & CO., LLC | 3403 | 334.3 | $2.46B | 27 | 2026-04-30 | → |
| 433 | ALTUS WEALTH GROUP, LLC | 287848 | 334.1 | $620.1M | 7 | 2026-06-30 | → |
| 434 | GUERRA ADVISORS INC. | 282409 | 334.1 | $406.2M | 12 | 2026-03-31 | → |
| 435 | MPS-LORIA FINANCIAL PLANNERS,LLC | 122866 | 334 | $826.6M | 7 | 2026-02-28 | → |
| 436 | OLD MISSION INVESTMENT COMPANY, LLC | 140381 | 333.7 | $929.0M | 10 | 2026-03-31 | → |
| 437 | LIBERTY SQUARE WEALTH PARTNERS LLC | 332476 | 333.6 | $567.8M | 6 | 2026-05-31 | → |
| 438 | APEXIUM FINANCIAL LP | 283726 | 333.4 | $4.02B | 15 | 2025-10-31 | → |
| 439 | ARCUS CAPITAL PARTNERS, LLC | 147346 | 333.4 | $2.51B | 15 | 2026-03-31 | → |
| 440 | TOWNSEND & ASSOCIATES, INC. | 113681 | 332.9 | $1.52B | 30 | 2026-06-30 | → |
| 441 | MOISAND FITZGERALD TAMAYO, LLC | 109419 | 332.9 | $1.35B | 30 | 2026-03-31 | → |
| 442 | FINANCIAL ADVISORS NETWORK, INC. | 152083 | 332.7 | $1.11B | 22 | 2026-03-31 | → |
| 443 | MAGNOLIA CAPITAL ADVISORS LLC | 298398 | 332.6 | $1.69B | 18 | 2026-03-31 | → |
| 444 | SCARBOROUGH ADVISORS, LLC | 169517 | 332.5 | $1.64B | 23 | 2026-03-31 | → |
| 445 | VISIONARY HORIZONS, LLC | 150483 | 332.4 | $396.7M | 12 | 2026-05-31 | → |
| 446 | THE ARKANSAS FINANCIAL GROUP, INC. | 104808 | 332.2 | $971.1M | 11 | 2026-03-31 | → |
| 447 | NEXUS ONE FINANCIAL ADVISORS LLC | 336809 | 332.2 | $552.0M | 10 | 2026-06-30 | → |
| 448 | TEAMWORK FINANCIAL ADVISORS, LLC | 165237 | 332 | $1.01B | 29 | 2026-05-31 | → |
| 449 | CANAL CAPITAL MANAGEMENT, LLC | 164971 | 331.3 | $1.28B | 6 | 2026-06-30 | → |
| 450 | FINANCIAL PLANNING NAVIGATORS CORP | 332831 | 330.6 | $355.1M | 8 | 2026-01-31 | → |
| 451 | SWMG, LLC | 166688 | 330.4 | $430.4M | 19 | 2026-06-30 | → |
| 452 | RNC CAPITAL MANAGEMENT LLC | 108618 | 330.3 | $5.10B | 63 | 2026-04-30 | → |
| 453 | WADDELL & ASSOCIATES, LLC | 283723 | 329.9 | $2.38B | 21 | 2026-03-31 | → |
| 454 | BLB & B ADVISORS, LLC | 139096 | 329.8 | $3.26B | 32 | 2026-03-31 | → |
| 455 | HENGEHOLD CAPITAL MANAGEMENT LLC | 107700 | 329.3 | $1.23B | 11 | 2026-03-31 | → |
| 456 | OLIVER LAGORE VANVALIN INVESTMENT GROUP, INC. | 312989 | 329 | $607.1M | 30 | 2025-03-31 | → |
| 457 | HIPPOCRATIC FINANCIAL ADVISORS LLC | 169481 | 329 | $229.0M | 29 | 2026-05-31 | → |
| 458 | DECKER RETIREMENT PLANNING INC. | 284281 | 328.4 | $359.9M | 23 | 2026-05-31 | → |
| 459 | SELECT MONEY MANAGEMENT, INC. | 153256 | 328.4 | $1.80B | 8 | 2026-03-31 | → |
| 460 | SONORA INVESTMENT MANAGEMENT GROUP, LLC | 315312 | 328.3 | $2.44B | 17 | 2025-03-31 | → |
| 461 | ANDINA CAPITAL MANAGEMENT, LLC | 151762 | 327.8 | $1.26B | 31 | 2026-03-31 | → |
| 462 | ESSEX LLC | 108352 | 327.7 | $649.3M | 9 | 2026-01-31 | → |
| 463 | NEW RIVER FINANCIAL GROUP, LLC | 283428 | 327.6 | $377.1M | 10 | 2026-02-28 | → |
| 464 | WEALTHQUEST CORPORATION | 141473 | 327.6 | $2.22B | 42 | 2026-03-31 | → |
| 465 | ALLIANCE WEALTH MANAGEMENT PARTNERS LLC | 313195 | 327.4 | $272.4M | 13 | 2026-03-31 | → |
| 466 | GLOBAL WEALTH STRATEGIES AND ASSOCIATES, LLC | 316072 | 327.3 | $457.0M | 10 | 2026-05-31 | → |
| 467 | CONCORD WEALTH PARTNERS | 118643 | 327.3 | $1.07B | 20 | 2026-03-31 | → |
| 468 | LIFELONG WEALTH ADVISORS, INC. | 331847 | 327.3 | $710.4M | 12 | 2026-03-31 | → |
| 469 | VERECAN CAPITAL MANAGEMENT INC. | 336801 | 326.9 | $692.7M | 39 | 2026-03-31 | → |
| 470 | DOUGLAS LANE & ASSOCIATES, LLC | 282563 | 326.8 | $8.44B | 37 | 2026-03-31 | → |
| 471 | CWM, LLC | 155344 | 326.7 | $50.58B | 1,416 | 2026-06-30 | → |
| 472 | LVZ, INC. | 124228 | 326.6 | $1.13B | 24 | 2026-03-31 | → |
| 473 | EXPAND FINANCIAL, LLC | 152515 | 326.5 | $2.77B | 6 | 2026-03-31 | → |
| 474 | THREE MAGNOLIAS FINANCIAL ADVISORS, LLC | 114471 | 326.4 | $487.1M | 7 | 2026-03-31 | → |
| 475 | MANAGED ASSET PORTFOLIOS, LLC | 109574 | 325.8 | $1.27B | 22 | 2026-03-31 | → |
| 476 | PINERIDGE ADVISORS, LLC | 315100 | 325.7 | $504.2M | 10 | 2026-05-31 | → |
| 477 | JACKSON WEALTH MANAGEMENT, LLC | 147642 | 325.7 | $1.07B | 10 | 2026-03-31 | → |
| 478 | WHITENER CAPITAL MANAGEMENT, INC | 106865 | 325.6 | $598.5M | 9 | 2026-02-28 | → |
| 479 | SMEDLEY FINANCIAL SERVICES INC | 110870 | 325.3 | $341.8M | 10 | 2025-08-31 | → |
| 480 | EWA, LLC | 308977 | 325.3 | $750.7M | 14 | 2026-02-28 | → |
| 481 | ENVESTNET RETIREMENT SOLUTIONS, LLC | 171570 | 325.1 | $16.30B | 24 | 2026-06-30 | → |
| 482 | CONFIDENCE WEALTH MANAGEMENT, INC. | 127383 | 324.4 | $454.1M | 19 | 2026-03-31 | → |
| 483 | CLEARBRIDGE INVESTMENT MANAGEMENT LIMITED | 139012 | 324.1 | $9.89B | 44 | 2026-06-30 | → |
| 484 | BROOKWOOD INVESTMENT GROUP LLC | 316544 | 324 | $1.25B | 24 | 2026-03-31 | → |
| 485 | DINUZZO PRIVATE WEALTH, INC. | 112778 | 324 | $1.18B | 19 | 2026-03-31 | → |
| 486 | TRADEWINDS CAPITAL MANAGEMENT, LLC | 145934 | 324 | $727.3M | 10 | 2026-03-31 | → |
| 487 | PETTINGA FINANCIAL ADVISORS, LLC | 156369 | 323.9 | $1.28B | 11 | 2026-06-30 | → |
| 488 | FERMATA ADVISORS, LLC | 305614 | 323.3 | $1.01B | 26 | 2026-06-30 | → |
| 489 | STRATEGIC POINT INVESTMENT ADVISORS LLC | 124636 | 322.3 | $914.8M | 12 | 2026-03-31 | → |
| 490 | WEALTHSPAN PARTNERS, LLC | 297712 | 322 | $451.1M | 6 | 2026-03-31 | → |
| 491 | MARK J SNYDER FINANCIAL SERVICES INC | 106425 | 322 | $382.0M | 10 | 2026-04-30 | → |
| 492 | ARLINGTON FINANCIAL ADVISORS, LLC | 283288 | 321.9 | $1.24B | 16 | 2026-02-28 | → |
| 493 | COURIER CAPITAL, LLC | 282485 | 321.4 | $3.59B | 26 | 2026-03-31 | → |
| 494 | MIRADOR CAPITAL PARTNERS, LP | 173764 | 321.3 | $1.01B | 15 | 2026-06-30 | → |
| 495 | SCISSORTAIL WEALTH MANAGEMENT, LLC | 297761 | 320.8 | $568.2M | 13 | 2026-04-30 | → |
| 496 | MEG GREEN & ASSOCIATES, INC. | 284866 | 320.7 | $1.02B | 15 | 2026-03-31 | → |
| 497 | FORTHRIGHT WEALTH MANAGEMENT, LLC | 220515 | 320.3 | $773.4M | 10 | 2026-05-31 | → |
| 498 | CAPITA FINANCIAL NETWORK, LLC | 290558 | 320.1 | $2.32B | 59 | 2026-03-31 | → |
| 499 | SEMMAX FINANCIAL ADVISORS, INC. | 144978 | 320 | $495.4M | 18 | 2026-03-31 | → |
| 500 | DONATO WEALTH MANAGEMENT, PLLC | 305031 | 319.8 | $349.3M | 5 | 2026-03-31 | → |
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