Research Report · 2026-06-30
Registered Investment Advisers with the Most Client Accounts per Employee
SEC-registered investment advisers ranked by reported client accounts per employee.
Firms
1,000
Total AUM
$9.54T
Median AUM
$706.9M
Latest Filing
2026-06-30
| Rank↕ | Firm Name | CRD↕ | Accounts / Employee↕ | AUM↕ | Employees↕ | Latest Filing | |
|---|---|---|---|---|---|---|---|
| 101 | WEINAND FINANCIAL, INC. | 328590 | $449.2 | $610.4M | 5 | 2026-03-31 | → |
| 102 | AE WEALTH MANAGEMENT, LLC | 282580 | $449.2 | $49.84B | 630 | 2026-06-30 | → |
| 103 | FAGAN ASSOCIATES INC | 107562 | $449.1 | $940.7M | 7 | 2026-03-31 | → |
| 104 | TRUE FREEDOM INVESTING, LLC | 322728 | $443.5 | $1.56B | 15 | 2026-06-30 | → |
| 105 | BUSKA WEALTH MANAGEMENT, LLC | 170627 | $441.5 | $538.7M | 8 | 2026-06-30 | → |
| 106 | PACE FINANCIAL ADVISORS, INC. | 318359 | $440.4 | $362.1M | 9 | 2026-04-30 | → |
| 107 | MATSON MONEY, INC. | 110425 | $434.5 | $24.33B | 69 | 2026-05-31 | → |
| 108 | STRAIGHTLINE GROUP, LLC | 127401 | $432 | $1.17B | 11 | 2026-03-31 | → |
| 109 | EVANSON FINANCIAL, LLC | 340506 | $430.4 | $5.85B | 10 | 2026-05-31 | → |
| 110 | ACORN WEALTH ADVISORS, LLC | 170462 | $426.4 | $561.4M | 5 | 2026-06-30 | → |
| 111 | MCGUIRE CAPITAL ADVISORS, INC. | 164549 | $423.8 | $202.4M | 5 | 2026-06-30 | → |
| 112 | IAG WEALTH PARTNERS, LLC | 109721 | $420.7 | $1.87B | 15 | 2026-03-31 | → |
| 113 | ACORN FINANCIAL ADVISORY SERVICES, INC. | 116763 | $415.1 | $1.40B | 11 | 2026-06-30 | → |
| 114 | ATLAS WEALTH LLC | 321832 | $414.7 | $872.6M | 7 | 2026-04-30 | → |
| 115 | ACORN CREEK CAPITAL LLC | 325809 | $414.6 | $488.7M | 5 | 2026-01-31 | → |
| 116 | GOLD INVESTMENT MANAGEMENT LTD. | 152056 | $412.9 | $525.8M | 7 | 2026-03-31 | → |
| 117 | N.E.W. ADVISORY SERVICES, LLC | 290405 | $407.6 | $1.60B | 23 | 2026-03-31 | → |
| 118 | RETIREMENT MANAGEMENT SYSTEMS, INC. | 150351 | $406.5 | $1.89B | 11 | 2026-05-31 | → |
| 119 | INTEGRATED CAPITAL MANAGEMENT LLC | 284766 | $404.2 | $429.8M | 5 | 2026-02-28 | → |
| 120 | CINCINNATI ASSET MANAGEMENT INC | 104946 | $402.2 | $2.53B | 15 | 2026-03-31 | → |
| 121 | WISNIEWSKI WEALTH MANAGEMENT LLC | 150264 | $402.2 | $266.1M | 5 | 2026-06-30 | → |
| 122 | EAST CAPITAL FINANCIAL SERVICES AB | 335426 | $402.1 | $4.28B | 30 | 2026-03-31 | → |
| 123 | M FINANCIAL ASSET MANAGEMENT, INC. | 136694 | $399.6 | $1.23B | 5 | 2026-03-31 | → |
| 124 | FINANCIAL PARTNERS GROUP, INC. | 288644 | $398.6 | $1.15B | 9 | 2026-03-31 | → |
| 125 | RAVENSTONE CAPITAL MANAGEMENT INC. | 338898 | $397 | $370.9M | 5 | 2026-06-30 | → |
| 126 | PHYSICIAN WEALTH ADVISORS, INC. | 106043 | $393.7 | $2.01B | 15 | 2026-03-31 | → |
| 127 | LEVEL FOUR CAPITAL MANAGEMENT | 304792 | $392.6 | $1.38B | 9 | 2026-03-31 | → |
| 128 | RICHARD BERNSTEIN ADVISORS LLC | 153577 | $391.6 | $3.79B | 28 | 2026-06-30 | → |
| 129 | J.G.HENDRICKS FINANCIAL SERVICES, LLC | 289593 | $390.6 | $536.1M | 7 | 2026-06-30 | → |
| 130 | PAVE INVESTMENT ADVISORS, LLC. | 322420 | $390.1 | $669.6M | 7 | 2026-06-30 | → |
| 131 | ALLEN WEALTH MANAGEMENT, LLC | 133038 | $389.3 | $664.3M | 7 | 2026-01-31 | → |
| 132 | FOURPATH CAPITAL MANAGEMENT, LLC | 313573 | $389 | $1.06B | 6 | 2026-02-28 | → |
| 133 | GUARDIAN WEALTH STRATEGIES, LLC | 167485 | $388.9 | $1.14B | 11 | 2026-02-28 | → |
| 134 | WEAVER CONSULTING GROUP, LLC | 287895 | $388.6 | $1.05B | 7 | 2026-04-30 | → |
| 135 | BRUCKE FINANCIAL, INC. | 291307 | $387.3 | $262.4M | 6 | 2026-03-31 | → |
| 136 | FINANCIAL SECURITY MANAGEMENT, INC | 116570 | $384.4 | $611.5M | 7 | 2026-05-31 | → |
| 137 | RENAUD & COMPANY, LLC | 115337 | $383.2 | $210.7M | 5 | 2026-04-30 | → |
| 138 | SYNERGY ASSET MANAGEMENT, LLC | 117201 | $382.4 | $1.30B | 14 | 2026-03-31 | → |
| 139 | CATALYST WEALTH MANAGEMENT LLC | 329586 | $382 | $105.0M | 25 | 2026-06-30 | → |
| 140 | VALLEY NATIONAL ADVISERS INC | 110788 | $377.8 | $1.31B | 13 | 2026-03-31 | → |
| 141 | STONEBROOK PRIVATE LLC | 325434 | $376.9 | $937.0M | 11 | 2026-05-31 | → |
| 142 | EVEREST FINANCIAL GROUP LLC | 137260 | $375.4 | $1.00B | 12 | 2026-03-31 | → |
| 143 | STILLWATER CAPITAL ADVISORS, LLC | 149946 | $374 | $1.34B | 6 | 2026-05-31 | → |
| 144 | VISE AI ADVISORS, LLC | 301761 | $372.8 | $8.53B | 44 | 2026-06-30 | → |
| 145 | CHURCHILL MANAGEMENT CORP | 109651 | $372.7 | $10.08B | 55 | 2025-07-31 | → |
| 146 | IMPACT CAPITAL PARTNERS LLC | 329616 | $372.2 | $625.6M | 5 | 2026-03-31 | → |
| 147 | ADVYZON INVESTMENT MANAGEMENT, LLC | 318816 | $370.7 | $1.68B | 21 | 2026-04-30 | → |
| 148 | ADVISORY ALPHA, LLC | 158282 | $369.7 | $4.37B | 66 | 2026-03-31 | → |
| 149 | STRATEGIC EQUITY MANAGEMENT, INC. | 112142 | $369.5 | $933.5M | 11 | 2026-03-31 | → |
| 150 | UPTICK PARTNERS, LLC | 324250 | $369 | $688.1M | 7 | 2026-03-31 | → |
| 151 | WOODARD & CO ASSET MANAGEMENT GROUP INC | 108199 | $366.4 | $1.17B | 5 | 2026-04-30 | → |
| 152 | MADISON WEALTH PARTNERS, INC. | 305824 | $365.5 | $1.30B | 17 | 2026-06-30 | → |
| 153 | AXXCESS WEALTH MANAGEMENT, LLC | 164081 | $361.7 | $8.88B | 72 | 2026-03-31 | → |
| 154 | AMG ASSET MANAGEMENT GROUP, INC. | 319444 | $361.6 | $200.1M | 5 | 2026-06-30 | → |
| 155 | SIGNATURE INVESTMENT ADVISORS, LLC | 160715 | $358.7 | $6.76B | 21 | 2026-03-31 | → |
| 156 | VANGUARD ADVISERS, INC. | 106715 | $358.5 | $344.62B | 2,208 | 2026-05-31 | → |
| 157 | INVESTMENT ADVISORY GROUP, LLC | 109445 | $358.1 | $1.22B | 10 | 2026-02-28 | → |
| 158 | SOUTHERN CAPITAL ADVISORS, LLC | 292275 | $357.8 | $636.9M | 6 | 2026-05-31 | → |
| 159 | MEDALLION WEALTH ADVISORS, LLC | 156064 | $354.9 | $516.9M | 7 | 2026-03-31 | → |
| 160 | MELIA GROUP LLC | 145402 | $354 | $560.1M | 7 | 2026-06-30 | → |
| 161 | OCEAN PATH ADVISORS, LLC | 338933 | $352.3 | $559.5M | 6 | 2026-06-30 | → |
| 162 | EVEREST CONSULTANTS, LLC | 128474 | $348.6 | $633.1M | 5 | 2025-03-31 | → |
| 163 | SPLIT ROCK PRIVATE TRADING AND WEALTH MANAGEMENT LLC | 152003 | $347.3 | $356.1M | 6 | 2026-04-30 | → |
| 164 | CROAK ASSET MANAGEMENT, LLC | 297666 | $346.5 | $363.9M | 6 | 2026-04-30 | → |
| 165 | QUATTRO ADVISORS L.L.C. | 146438 | $345.8 | $661.7M | 6 | 2026-03-31 | → |
| 166 | SANCHEZ GAUNT CAPITAL MANAGEMENT, LLC | 336187 | $345 | $285.8M | 5 | 2026-06-30 | → |
| 167 | HORST & GRABEN WEALTH MANAGEMENT, LLC | 297368 | $344.2 | $920.1M | 10 | 2026-03-31 | → |
| 168 | MONORAIL SECURITIES LLC | 285309 | $343.3 | $388.7M | 7 | 2026-03-31 | → |
| 169 | GERBER KAWASAKI, INC. | 153649 | $340.6 | $4.11B | 59 | 2026-03-31 | → |
| 170 | LIFECYCLE FINANCIAL PLANNERS INC. | 290250 | $340.6 | $671.7M | 9 | 2026-03-31 | → |
| 171 | PRIVATE MANAGEMENT GROUP INC | 104707 | $339.6 | $4.90B | 21 | 2026-04-30 | → |
| 172 | FINANCIAL FORUM, INC. | 307740 | $339.2 | $285.8M | 5 | 2026-05-31 | → |
| 173 | OPPENHEIMER ASSET MANAGEMENT INC. | 105559 | $337.5 | $21.33B | 129 | 2026-03-31 | → |
| 174 | FINANCIAL PLAN, INC. | 116073 | $337.4 | $1.60B | 12 | 2026-03-31 | → |
| 175 | COPLEY FINANCIAL GROUP, INC. | 283070 | $336.3 | $331.2M | 8 | 2026-05-31 | → |
| 176 | HIGHMARK WEALTH MANAGEMENT LLC | 164790 | $335.8 | $611.7M | 5 | 2026-04-30 | → |
| 177 | THE MILLSTONE EVANS GROUP, LLC | 311142 | $334.6 | $893.3M | 8 | 2026-05-31 | → |
| 178 | ALTUS WEALTH GROUP, LLC | 287848 | $334.1 | $620.1M | 7 | 2026-06-30 | → |
| 179 | VISIONARY HORIZONS, LLC | 150483 | $332.4 | $396.7M | 12 | 2026-05-31 | → |
| 180 | KELLY FINANCIAL GROUP, LLC | 136372 | $332 | $474.9M | 7 | 2026-02-28 | → |
| 181 | CANAL CAPITAL MANAGEMENT, LLC | 164971 | $331.3 | $1.28B | 6 | 2026-06-30 | → |
| 182 | INVESTMENT PLANNING ADVISORS | 299212 | $330.6 | $421.7M | 8 | 2026-03-31 | → |
| 183 | ARBORSTONE FINANCIAL, LLC | 338225 | $329 | $476.0M | 5 | 2026-05-31 | → |
| 184 | JOSEPH P. LUCIA & ASSOCIATES, LLC | 147625 | $329 | $388.0M | 5 | 2026-03-31 | → |
| 185 | MARRELLA PRIVATE WEALTH, LLC | 327397 | $328.6 | $513.6M | 7 | 2025-03-31 | → |
| 186 | SELECT MONEY MANAGEMENT, INC. | 153256 | $328.4 | $1.80B | 8 | 2026-03-31 | → |
| 187 | KWB WEALTH | 300921 | $328 | $1.23B | 10 | 2026-05-31 | → |
| 188 | LEGACY FINANCIAL INDEPENDENT ADVISORS LLC | 324258 | $326.8 | $484.0M | 8 | 2026-03-31 | → |
| 189 | EXPAND FINANCIAL, LLC | 152515 | $326.5 | $2.77B | 6 | 2026-03-31 | → |
| 190 | WASHINGTON CROSSING ADVISORS LLC | 281511 | $325.7 | $2.03B | 10 | 2026-04-30 | → |
| 191 | MASCAGNI WEALTH MANAGEMENT, INC. | 115046 | $324.7 | $424.5M | 6 | 2026-03-31 | → |
| 192 | SOUTHERN FINANCIAL GROUP, LLC | 142644 | $324.6 | $1.05B | 8 | 2026-02-28 | → |
| 193 | HOWARD CAPITAL MANAGEMENT, INC. | 118070 | $324.6 | $8.01B | 45 | 2026-06-30 | → |
| 194 | BOSTON STANDARD WEALTH MANAGEMENT, LLC | 156452 | $324 | $647.6M | 5 | 2026-02-28 | → |
| 195 | LIBERTY ONE INVESTMENT MANAGEMENT, LLC | 304290 | $323.5 | $1.05B | 20 | 2026-03-31 | → |
| 196 | SHORE POINT ADVISORS, LLC | 296848 | $322.4 | $327.7M | 5 | 2026-03-31 | → |
| 197 | CENTRAL VALLEY ADVISORS, LLC | 324974 | $320.5 | $633.7M | 6 | 2026-06-30 | → |
| 198 | DONATO WEALTH MANAGEMENT, PLLC | 305031 | $319.8 | $349.3M | 5 | 2026-03-31 | → |
| 199 | SUMMIT FINANCIAL CONSULTING LLC | 126570 | $319.3 | $184.7M | 6 | 2026-04-30 | → |
| 200 | STAR CAPITAL INC. | 171057 | $318.8 | $143.6M | 6 | 2026-03-31 | → |
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