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 | |
|---|---|---|---|---|---|---|---|
| 701 | DIVERSIFIED RESOURCES, LLC | 31346 | $206.7 | $268.8M | 6 | 2026-03-31 | → |
| 702 | FINANCIAL PLANNING NAVIGATORS CORP | 332831 | $206.6 | $355.1M | 8 | 2026-01-31 | → |
| 703 | ADVISOR PARTNERS II, LLC | 321633 | $206.6 | $13.91B | 26 | 2026-03-31 | → |
| 704 | SKINNER, COPPER & EHMEN WEALTH MANAGEMENT, LLC | 159255 | $206.3 | $705.7M | 10 | 2026-01-31 | → |
| 705 | DIVERSIFIED MANAGEMENT INC | 106680 | $206.3 | $1.87B | 8 | 2026-03-31 | → |
| 706 | HENDERSHOT INVESTMENTS, INC. | 115472 | $206.2 | $1.07B | 6 | 2026-03-31 | → |
| 707 | FELLOWSHIP FINANCIAL PLANNING, LLC | 330347 | $206.2 | $465.3M | 12 | 2026-03-31 | → |
| 708 | PETTINGA FINANCIAL ADVISORS, LLC | 156369 | $206.1 | $1.28B | 11 | 2026-06-30 | → |
| 709 | SECURITY FINANCIAL SERVICES, INC. | 122050 | $206.1 | $1.34B | 16 | 2026-03-31 | → |
| 710 | PARK CAPITAL MANAGEMENT, LLC | 158965 | $205.9 | $868.0M | 9 | 2026-03-31 | → |
| 711 | FRAZIER FINANCIAL ADVISORS, LLC | 106649 | $205.8 | $1.16B | 20 | 2026-04-30 | → |
| 712 | J.P. KING ADVISORS, INC. | 112109 | $205.7 | $889.7M | 7 | 2026-03-31 | → |
| 713 | THRIVE WEALTH MANAGEMENT, LLC | 168777 | $205.7 | $1.58B | 15 | 2026-03-31 | → |
| 714 | MEMBERS ADVISORY GROUP, LLC | 153723 | $205.6 | $443.2M | 7 | 2026-04-30 | → |
| 715 | OFS ENTERPRISE LLC | 339739 | $205.2 | $556.3M | 6 | 2026-05-31 | → |
| 716 | STERLING FINANCIAL PLANNING INC | 108664 | $204.9 | $760.8M | 8 | 2026-03-31 | → |
| 717 | SANDEEP VARMA WEALTH STRATEGIES, LLC | 137705 | $204.8 | $383.6M | 6 | 2026-02-28 | → |
| 718 | ACR ALPINE CAPITAL RESEARCH, LLC | 110933 | $204.8 | $10.79B | 35 | 2026-06-30 | → |
| 719 | INVESTMARK ADVISORY GROUP LLC | 121060 | $204.8 | $929.7M | 10 | 2026-03-31 | → |
| 720 | GUIDANCE CAPITAL, INC. | 323541 | $204.8 | $449.8M | 10 | 2026-04-30 | → |
| 721 | MTM FINANCIAL GROUP, LLC | 147221 | $204.8 | $771.6M | 16 | 2026-03-31 | → |
| 722 | TOWER WEALTH PARTNERS, INC. | 310461 | $204.7 | $440.4M | 9 | 2026-03-31 | → |
| 723 | PEIRCE CAPITAL MANAGEMENT, LLC | 142654 | $204.6 | $534.1M | 5 | 2026-03-31 | → |
| 724 | ENRICH FINANCIAL PARTNERS LLC | 111234 | $204.5 | $556.8M | 8 | 2026-03-31 | → |
| 725 | CHANEY CAPITAL MANAGEMENT INC. | 116511 | $204.5 | $455.5M | 6 | 2026-05-31 | → |
| 726 | IRON HORSE WEALTH MANAGEMENT, LLC | 165164 | $204.4 | $532.8M | 7 | 2025-06-30 | → |
| 727 | APPLE TREE ASSET MANAGEMENT, LLC | 298437 | $204.3 | $151.9M | 7 | 2026-03-31 | → |
| 728 | FULLER & THALER ASSET MANAGEMENT INC | 107033 | $204.2 | $30.25B | 30 | 2026-03-31 | → |
| 729 | DISCIPLINED INVESTORS, L.L.C. | 114614 | $204 | $941.6M | 8 | 2026-03-31 | → |
| 730 | HICKS CAPITAL MANAGEMENT, LLC | 158609 | $204 | $344.7M | 5 | 2026-06-30 | → |
| 731 | HBW ADVISORY SERVICES LLC | 143665 | $203.9 | $1.75B | 72 | 2026-03-31 | → |
| 732 | ALPHA FINANCIAL PARTNERS LLC | 306639 | $203.4 | $459.9M | 7 | 2026-03-31 | → |
| 733 | MBA ADVISORS LLC | 168073 | $203.4 | $342.6M | 5 | 2026-02-28 | → |
| 734 | SILICON VALLEY CAPITAL PARTNERS, L.P. | 125114 | $203.4 | $1.29B | 8 | 2026-03-31 | → |
| 735 | MINNEAPOLIS PORTFOLIO MANAGEMENT GROUP, LLC | 129963 | $203.3 | $1.10B | 9 | 2026-03-31 | → |
| 736 | ENVESTNET RETIREMENT SOLUTIONS, LLC | 171570 | $203.2 | $16.30B | 24 | 2026-06-30 | → |
| 737 | SILVERLAKE WEALTH MANAGEMENT LLC | 165525 | $203.2 | $849.1M | 13 | 2026-04-30 | → |
| 738 | ABSOLUTE CAPITAL MANAGEMENT, LLC | 121484 | $203 | $742.5M | 12 | 2026-06-30 | → |
| 739 | LANGLEY WEALTH MANAGEMENT, LLC | 312823 | $203 | $370.6M | 9 | 2026-03-31 | → |
| 740 | IFC AND INSURANCE MARKETING, INC. | 283976 | $203 | $173.5M | 7 | 2026-06-30 | → |
| 741 | TRIUMPH CAPITAL MANAGEMENT | 282814 | $202.9 | $645.6M | 18 | 2026-03-31 | → |
| 742 | FULLER WEALTH MANAGEMENT, LLC | 281767 | $202.7 | $707.8M | 9 | 2025-01-31 | → |
| 743 | NTV ASSET MANAGEMENT, LLC | 111062 | $202.6 | $1.16B | 5 | 2026-03-31 | → |
| 744 | GENEVA CAPITAL MANAGEMENT LLC | 105432 | $202.5 | $5.60B | 20 | 2026-03-31 | → |
| 745 | BLAKESLEE & BLAKESLEE FINANCIAL ADVISERS INC. | 287683 | $202.4 | $423.0M | 8 | 2026-03-31 | → |
| 746 | NEST INVESTMENTS LLC | 286024 | $202.3 | $131.7M | 14 | 2026-03-31 | → |
| 747 | BROOKSTONE CAPITAL MANAGEMENT LLC | 141413 | $202.2 | $12.75B | 405 | 2026-03-31 | → |
| 748 | CORE COMPLIANCE GROUP, LLC | 306661 | $202.1 | $338.4M | 9 | 2026-03-31 | → |
| 749 | NATURAL INVESTMENTS PBLLC | 113348 | $201.9 | $2.05B | 24 | 2026-02-28 | → |
| 750 | CUTTER FINANCIAL GROUP LLC | 290016 | $201.8 | $216.9M | 6 | 2026-03-31 | → |
| 751 | Z3 CAPITAL PARTNERS, LLC | 336791 | $201.8 | $466.8M | 5 | 2026-03-31 | → |
| 752 | VAM GROUP, INC. | 118048 | $201.8 | $589.4M | 8 | 2026-05-31 | → |
| 753 | BLUE SKY CAPITAL CONSULTANTS GROUP, INC. | 329575 | $201.7 | $306.3M | 7 | 2026-02-28 | → |
| 754 | LIFESPAN FINANCIAL STRATEGIES, INC. | 119800 | $201.5 | $357.4M | 6 | 2026-03-31 | → |
| 755 | ELEVATION ADVISORY PARTNERS LLC | 312170 | $201.4 | $226.0M | 5 | 2026-06-30 | → |
| 756 | SPARTAN PLANNING & WEALTH MANAGEMENT, LLC | 166599 | $201.2 | $383.7M | 5 | 2026-03-31 | → |
| 757 | BRADLEY WEALTH LLC | 131808 | $201.2 | $196.7M | 5 | 2026-03-31 | → |
| 758 | FRONT STREET CAPITAL MANAGEMENT, INC. | 141974 | $201.2 | $862.0M | 6 | 2026-05-31 | → |
| 759 | TULSA WEALTH ADVISORS, INC. | 337956 | $201.1 | $1.54B | 27 | 2026-03-31 | → |
| 760 | VANTAGE FINANCIAL PARTNERS, LLC | 315828 | $201 | $1.02B | 26 | 2026-03-31 | → |
| 761 | SK WEALTH MANAGEMENT, LLC | 109114 | $201 | $639.0M | 6 | 2026-01-31 | → |
| 762 | LAKE TAHOE WEALTH MANAGEMENT, INC. | 166173 | $201 | $301.9M | 5 | 2026-02-28 | → |
| 763 | ALLIED INVESTMENT ADVISORS LLC | 159103 | $200.9 | $1.49B | 12 | 2026-02-28 | → |
| 764 | THE INVESTMENT COUNSEL COMPANY OF NEVADA | 19608 | $200.9 | $2.18B | 11 | 2026-03-31 | → |
| 765 | KAYE CAPITAL MANAGEMENT | 109329 | $200.8 | $743.2M | 6 | 2025-02-28 | → |
| 766 | ASCENT CAPITAL MANAGEMENT, LLC | 131423 | $200.8 | $445.6M | 6 | 2025-06-30 | → |
| 767 | CAMBIAR INVESTORS, LLC | 115093 | $200.8 | $2.92B | 28 | 2026-03-31 | → |
| 768 | WEAVER CAPITAL MANAGEMENT, LLC | 135037 | $200.8 | $537.8M | 5 | 2026-06-30 | → |
| 769 | CHECK CAPITAL MANAGEMENT INC | 107058 | $200.7 | $2.37B | 12 | 2026-03-31 | → |
| 770 | ESSENTIAL PLANNING, LLC | 106651 | $200.6 | $524.4M | 11 | 2026-03-31 | → |
| 771 | IPSEN ADVISOR GROUP LLC | 318010 | $200.6 | $236.1M | 5 | 2026-03-31 | → |
| 772 | INSIGHT WEALTH PARTNERS, LLC | 153635 | $200.6 | $1.12B | 16 | 2026-03-31 | → |
| 773 | BOSTONPREMIER WEALTH, LLC | 282268 | $200.5 | $525.2M | 8 | 2026-04-30 | → |
| 774 | MOSAIC PACIFIC INVESTMENT ADVISORS LLC | 169423 | $200.5 | $434.0M | 8 | 2025-03-31 | → |
| 775 | FINANCIAL MANAGEMENT PROFESSIONALS INC | 110270 | $200.4 | $1.34B | 14 | 2026-03-31 | → |
| 776 | JRS WEALTH MANAGEMENT LLC | 306294 | $200.4 | $135.0M | 5 | 2026-02-28 | → |
| 777 | SFGA LLC | 168645 | $200.4 | $110.1M | 5 | 2026-05-31 | → |
| 778 | ROCKPORT WEALTH, LLC | 297122 | $200.3 | $676.4M | 15 | 2026-05-31 | → |
| 779 | RWWM, INC. | 148221 | $200.3 | $1.54B | 8 | 2026-03-31 | → |
| 780 | OLD MISSION INVESTMENT COMPANY, LLC | 140381 | $200.2 | $929.0M | 10 | 2026-03-31 | → |
| 781 | APEX INVESTMENT GROUP, LLC | 333593 | $200.2 | $211.1M | 6 | 2026-06-30 | → |
| 782 | SELECTIVE WEALTH MANAGEMENT, INC. | 164882 | $200.1 | $454.8M | 9 | 2026-05-31 | → |
| 783 | CORNERSTONE WEALTH MANAGEMENT, LLC | 164666 | $200 | $4.93B | 103 | 2026-05-31 | → |
| 784 | GRAYSTONE PARTNERS WEALTH MANAGEMENT, LLC | 306068 | $199.6 | $297.3M | 5 | 2026-03-31 | → |
| 785 | NORTHEAST FINANCIAL CONSULTANTS, LLC | 110361 | $199.5 | $4.59B | 8 | 2025-09-30 | → |
| 786 | MAGNUS FINANCIAL GROUP LLC | 289423 | $199.3 | $2.33B | 24 | 2026-03-31 | → |
| 787 | PHOENIX WEALTH ADVISORS INC. | 118412 | $199.1 | $641.4M | 8 | 2026-02-28 | → |
| 788 | EVERGREEN WEALTH PARTNERS LLC | 335451 | $199.1 | $405.2M | 9 | 2026-03-31 | → |
| 789 | OAK HARBOR WEALTH PARTNERS, LLC | 311528 | $199 | $729.9M | 8 | 2026-04-30 | → |
| 790 | GREATER MIDWEST FINANCIAL GROUP, LLC | 324387 | $199 | $589.3M | 13 | 2026-03-31 | → |
| 791 | CLARK WEALTH PARTNERS, LLC | 321757 | $198.8 | $259.9M | 6 | 2026-03-31 | → |
| 792 | LWM ADVISORY SERVICES, LLC | 172009 | $198.7 | $1.09B | 10 | 2026-04-30 | → |
| 793 | NEWSQUARE CAPITAL, LLC | 152430 | $198.5 | $2.39B | 21 | 2026-02-28 | → |
| 794 | ABLES, IANNONE, MOORE & ASSOCIATES, INC. | 126942 | $198.4 | $258.7M | 5 | 2026-01-31 | → |
| 795 | E6 PORTFOLIOS | 326617 | $198.3 | $239.4M | 9 | 2026-03-31 | → |
| 796 | COSNER FINANCIAL GROUP, LLC | 147942 | $198.2 | $369.8M | 5 | 2026-02-28 | → |
| 797 | PARTNERS IN FINANCIAL PLANNING, LLC | 151980 | $198.1 | $913.6M | 14 | 2026-03-31 | → |
| 798 | GREENE WEALTH MANAGEMENT, LLC | 137810 | $198.1 | $1.41B | 9 | 2026-04-30 | → |
| 799 | BCGM WEALTH MANAGEMENT, LLC | 306757 | $198.1 | $541.5M | 10 | 2026-06-30 | → |
| 800 | KOSHINSKI ASSET MANAGEMENT, INC.-DBA IPI ASSET MANAGEMENT, INC. | 111872 | $197.9 | $2.66B | 67 | 2026-03-31 | → |
Related Lists
Sleeve1,000 firms · 2026-06-30