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 | |
|---|---|---|---|---|---|---|---|
| 601 | ADAMSBROWN WEALTH CONSULTANTS LLC | 308410 | 295.2 | $1.12B | 22 | 2026-02-28 | → |
| 602 | TOWERPOINT WEALTH, LLC | 288593 | 295 | $561.3M | 9 | 2026-06-30 | → |
| 603 | LONG RUN WEALTH ADVISORS, LLC | 311415 | 294.6 | $514.2M | 7 | 2026-01-31 | → |
| 604 | REBEL FINANCIAL, LLC. | 168263 | 294.5 | $370.5M | 6 | 2026-03-31 | → |
| 605 | ETHIC INC. | 282827 | 293.6 | $7.82B | 76 | 2026-03-31 | → |
| 606 | GQG PARTNERS LLC | 283720 | 293 | $163.86B | 227 | 2026-03-31 | → |
| 607 | AVAII WEALTH MANAGEMENT, LLC | 298165 | 292.7 | $602.8M | 18 | 2026-03-31 | → |
| 608 | GUIDANCE CAPITAL, INC. | 323541 | 292.6 | $449.8M | 10 | 2026-04-30 | → |
| 609 | RICHARD W. PAUL & ASSOCIATES, LLC | 156812 | 292.5 | $372.8M | 8 | 2026-03-31 | → |
| 610 | TRUE LINK FINANCIAL ADVISORS, LLC | 281870 | 292.2 | $1.89B | 7 | 2026-03-31 | → |
| 611 | FIRST NATIONAL ADVISORS LLC | 120859 | 292.1 | $1.37B | 10 | 2025-02-28 | → |
| 612 | SPINNAKER INVESTMENT GROUP, LLC | 283414 | 292.1 | $1.07B | 11 | 2026-06-30 | → |
| 613 | BEESE, FULMER INVESTMENT MANAGEMENT, INC. | 109882 | 292 | $2.06B | 14 | 2026-03-31 | → |
| 614 | SOA WEALTH ADVISORS, LLC | 310448 | 292 | $1.22B | 20 | 2026-03-31 | → |
| 615 | LEGACY WEALTH MANAGEMENT INC | 108619 | 291.7 | $2.66B | 22 | 2026-03-31 | → |
| 616 | EARLY MCCLINTIC & MCMILLAN, LLC | 288427 | 291.7 | $652.2M | 9 | 2026-06-30 | → |
| 617 | CLOUD INVESTMENTS, LLC | 281915 | 291.5 | $404.0M | 6 | 2026-02-28 | → |
| 618 | CASTLE ROCK WEALTH MANAGEMENT, LLC | 199513 | 291.4 | $587.1M | 7 | 2026-03-31 | → |
| 619 | WEALTHSHIELD PARTNERS, LLC | 169584 | 291 | $1.27B | 23 | 2026-03-31 | → |
| 620 | SWISHER FINANCIAL CONCEPTS, INC. | 121384 | 291 | $317.0M | 8 | 2026-03-31 | → |
| 621 | CHATTERTON & ASSOCIATES, THE WEALTH MANAGEMENT TEAM, INC. | 132295 | 290.8 | $1.33B | 31 | 2026-03-31 | → |
| 622 | LEGACY WEALTH MANAGEMENT GROUP, INC. | 322235 | 290.7 | $289.8M | 19 | 2026-03-31 | → |
| 623 | MFA WEALTH ADVISORS, LLC | 171984 | 290.4 | $605.4M | 13 | 2026-04-30 | → |
| 624 | RIDGELINE WEALTH PLANNING LLC | 307702 | 290.4 | $259.6M | 12 | 2026-06-30 | → |
| 625 | HBK SORCE ADVISORY LLC | 112139 | 290.3 | $7.66B | 109 | 2026-02-28 | → |
| 626 | KIMERY WEALTH MANAGEMENT, LLC | 288229 | 289.7 | $555.0M | 10 | 2026-03-31 | → |
| 627 | OXINAS PARTNERS, LLC | 297462 | 289.7 | $391.0M | 8 | 2026-02-28 | → |
| 628 | ELITE RETIREMENT PLANNING, LLC | 297942 | 289.6 | $568.8M | 30 | 2026-03-31 | → |
| 629 | PACIFICA PARTNERS INC | 148834 | 289.4 | $316.0M | 10 | 2026-01-31 | → |
| 630 | KOHMANN BOSSHARD FINANCIAL SERVICES, LLC. | 138851 | 289.2 | $1.12B | 9 | 2026-03-31 | → |
| 631 | HOWARD CAPITAL MANAGEMENT GROUP, LLC | 310510 | 288.4 | $2.56B | 12 | 2026-03-31 | → |
| 632 | J.P. KING ADVISORS, INC. | 112109 | 288 | $889.7M | 7 | 2026-03-31 | → |
| 633 | RIVER WEALTH ADVISORS LLC | 173767 | 287.7 | $1.47B | 20 | 2026-06-30 | → |
| 634 | SIGNAL ADVISORS WEALTH, LLC | 301086 | 287.6 | $1.69B | 37 | 2026-05-31 | → |
| 635 | ARISTOTLE CAPITAL MANAGEMENT, LLC | 109876 | 287.2 | $43.54B | 170 | 2026-04-30 | → |
| 636 | STRATEGIC WEALTH GROUP REGISTERED INVESTMENT ADVISOR, LLC | 284430 | 287 | $1.54B | 23 | 2026-06-30 | → |
| 637 | SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC | 147384 | 286.3 | $730.4M | 7 | 2026-03-31 | → |
| 638 | BEDEL FINANCIAL CONSULTING INC | 105653 | 286.1 | $2.92B | 28 | 2026-04-30 | → |
| 639 | CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 38357 | 286 | $14.43B | 158 | 2026-03-31 | → |
| 640 | CORNERSTONE ENTERPRISES, LLC | 324255 | 285.8 | $220.2M | 5 | 2026-02-28 | → |
| 641 | BASEPOINT WEALTH, LLC | 289538 | 285.8 | $883.8M | 24 | 2026-02-28 | → |
| 642 | AUXANO ADVISORS, LLC | 145179 | 285.8 | $1.78B | 15 | 2026-06-30 | → |
| 643 | BEAUMONT FINANCIAL ADVISORS, LLC | 322925 | 285.7 | $3.76B | 24 | 2026-03-31 | → |
| 644 | STANSBERRY ASSET MANAGEMENT, LLC | 282103 | 285.7 | $1.29B | 34 | 2026-06-30 | → |
| 645 | WALSH & ASSOCIATES, LLC | 144441 | 285.7 | $827.7M | 15 | 2026-03-31 | → |
| 646 | PW NOVA FINANCIAL SERVICES LLC | 333595 | 285.5 | $654.3M | 6 | 2026-04-30 | → |
| 647 | ALPHA FINANCIAL PARTNERS LLC | 306639 | 284.8 | $459.9M | 7 | 2026-03-31 | → |
| 648 | VALICENTI ADVISORY SERVICES INC | 110669 | 284.6 | $820.0M | 11 | 2026-03-31 | → |
| 649 | MILESTONE FINANCIAL ASSOCIATES, LLC | 336684 | 284 | $654.5M | 12 | 2026-03-31 | → |
| 650 | SIGMA INVESTMENT COUNSELORS, INC. | 104754 | 283.7 | $2.17B | 20 | 2026-04-30 | → |
| 651 | BRANDYWINE OAK PRIVATE WEALTH LLC | 297021 | 283.6 | $1.57B | 15 | 2026-03-31 | → |
| 652 | RELIANT WEALTH PLANNING, LLC | 286230 | 283.5 | $595.2M | 13 | 2026-03-31 | → |
| 653 | ALPHA WEALTH MANAGEMENT AND PLANNING LLC | 163917 | 283.4 | $319.6M | 8 | 2026-03-31 | → |
| 654 | ASSOCIATION FINANCIAL SERVICES INC. | 142205 | 282.9 | $1.27B | 19 | 2026-03-31 | → |
| 655 | FISCAL WISDOM WEALTH MANAGEMENT LLC | 168299 | 282.8 | $386.0M | 18 | 2026-04-30 | → |
| 656 | GAMMA INVESTING LLC | 312573 | 282.1 | $2.28B | 7 | 2026-03-31 | → |
| 657 | STONEBRIDGE WEALTH SYSTEMS LLC | 327894 | 282 | $369.1M | 25 | 2026-03-31 | → |
| 658 | ACCEL WEALTH MANAGEMENT LLC | 286201 | 281.9 | $1.15B | 19 | 2026-03-31 | → |
| 659 | CRUMLY AND ASSOCIATES, INCORPORATED | 168998 | 281.8 | $1.18B | 12 | 2026-06-30 | → |
| 660 | HERITAGE FINANCIAL SERVICES, LLC | 127268 | 281.8 | $2.99B | 49 | 2025-11-30 | → |
| 661 | AA FINANCIAL ADVISORS, LLC | 119829 | 281.7 | $1.42B | 29 | 2026-06-30 | → |
| 662 | STERLING INVESTMENT COUNSEL, LLC | 282624 | 281.6 | $1.03B | 9 | 2026-05-31 | → |
| 663 | CAPITAL INVESTMENT COUNSEL, LLC | 328472 | 281.6 | $1.35B | 8 | 2026-03-31 | → |
| 664 | CHEMISTRY WEALTH MANAGEMENT LLC | 316069 | 281.4 | $1.26B | 11 | 2026-03-31 | → |
| 665 | MGO ONE SEVEN LLC | 283087 | 281.1 | $7.72B | 264 | 2026-04-30 | → |
| 666 | CLARK ASSET MANAGEMENT, LLC | 284480 | 281 | $1.32B | 9 | 2026-04-30 | → |
| 667 | AXIS WEALTH PARTNERS, LLC | 167122 | 281 | $377.4M | 9 | 2026-03-31 | → |
| 668 | SIMS INVESTMENT MANAGEMENT LLC | 169491 | 281 | $304.6M | 12 | 2026-05-31 | → |
| 669 | HARBOR WEALTH MANAGEMENT, LLC | 153527 | 280.6 | $410.5M | 6 | 2026-02-28 | → |
| 670 | THRIVE WEALTH MANAGEMENT, LLC | 168777 | 280.5 | $1.58B | 15 | 2026-03-31 | → |
| 671 | WOLFF WIESE MAGANA LLC | 157620 | 280.3 | $381.8M | 8 | 2026-04-30 | → |
| 672 | ALLIANCE WEALTH ADVISORS, LLC | 314668 | 280.1 | $552.0M | 19 | 2026-05-31 | → |
| 673 | DRIVE WEALTH MANAGEMENT, LLC | 174728 | 279.7 | $1.50B | 17 | 2026-04-30 | → |
| 674 | HOGE FINANCIAL SERVICES, LLC | 148209 | 279.7 | $621.9M | 6 | 2026-03-31 | → |
| 675 | HARVEST FINANCIAL ADVISORS, LLC | 145552 | 279.6 | $671.0M | 9 | 2026-03-31 | → |
| 676 | WEST FINANCIAL ADVISORS, L.L.C. | 142265 | 279.5 | $674.2M | 8 | 2026-02-28 | → |
| 677 | SAND CREEK CAPITAL, LLC | 326719 | 279.5 | $471.2M | 8 | 2026-06-30 | → |
| 678 | FINANCIAL HARVEST, LLC | 148271 | 279.4 | $557.4M | 9 | 2026-02-28 | → |
| 679 | BYRNE FINANCIAL FREEDOM, LLC | 167893 | 279.3 | $546.4M | 11 | 2026-06-30 | → |
| 680 | STOREN LEGACY PARTNERS, LLC | 339197 | 279.3 | $438.3M | 14 | 2026-04-30 | → |
| 681 | DENVER WEALTH MANAGEMENT, INC. | 284868 | 279.2 | $529.8M | 18 | 2026-04-30 | → |
| 682 | NAVIGATION GROUP LLC | 130982 | 278.8 | $1.01B | 6 | 2026-03-31 | → |
| 683 | ALBITZ/MILOE AND ASSOCIATES, INC. | 104777 | 278.8 | $820.6M | 5 | 2026-03-31 | → |
| 684 | SUNCOAST EQUITY MANAGEMENT, LLC | 108289 | 278.7 | $2.11B | 12 | 2026-03-31 | → |
| 685 | SPC FINANCIAL INC | 104618 | 278.7 | $1.39B | 33 | 2025-03-31 | → |
| 686 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 134600 | 278.4 | $24.65B | 289 | 2026-06-30 | → |
| 687 | HARLOW WEALTH MANAGEMENT, INC. | 148315 | 278.3 | $419.4M | 16 | 2026-03-31 | → |
| 688 | EDWARD D. JONES & CO., L.P. | 250 | 277.3 | $1.01T | 36,317 | 2026-06-30 | → |
| 689 | SHEPHERD FINANCIAL PARTNERS, LLC | 169093 | 277.3 | $1.38B | 24 | 2026-03-31 | → |
| 690 | INDEPENDENT SOLUTIONS WEALTH MANAGEMENT, LLC | 144733 | 276.8 | $1.54B | 30 | 2026-03-31 | → |
| 691 | ICON WEALTH ADVISORS, LLC | 319609 | 276.7 | $2.58B | 22 | 2026-04-30 | → |
| 692 | TRAYNOR CAPITAL MANAGEMENT, INC. | 138881 | 276.7 | $2.42B | 12 | 2026-04-30 | → |
| 693 | JOEL ISAACSON & CO., LLC | 152450 | 276.6 | $9.32B | 52 | 2026-03-31 | → |
| 694 | MERIWETHER WEALTH & PLANNING, LLC | 310713 | 276.2 | $308.9M | 8 | 2026-03-31 | → |
| 695 | DUPREE FINANCIAL GROUP, LLC | 131091 | 275.8 | $404.4M | 7 | 2026-04-30 | → |
| 696 | AUSTIN WEALTH MANAGEMENT, LLC | 172793 | 275.8 | $1.08B | 18 | 2026-03-31 | → |
| 697 | NAVIGATE PRIVATE WEALTH, LLC | 170774 | 275.6 | $529.2M | 11 | 2026-03-31 | → |
| 698 | MIDWESTERN SECURITIES TRADING COMPANY, LLC | 101080 | 275.5 | $1.98B | 105 | 2026-06-30 | → |
| 699 | TRICORD ADVISORS, INC. | 155749 | 275.4 | $431.5M | 5 | 2026-03-31 | → |
| 700 | B.A. SCHROCK WEALTH MANAGEMENT, INC. | 304694 | 275.4 | $281.6M | 6 | 2026-03-31 | → |
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