Research Report · 2026-05-31
Most Wealth-Focused Registered Investment Advisers
SEC-registered investment advisers ranked by the share of reported client-type assets tied to individual wealth clients.
Firms
100
Total AUM
$317.78B
Median AUM
$1.60B
Latest Filing
2026-05-31
| Rank↕ | Firm Name | CRD↕ | Wealth Share↕ | Segment Assets↕ | AUM↕ | Latest Filing | |
|---|---|---|---|---|---|---|---|
| 1 | VESTMARK ADVISORY SOLUTIONS, INC. | 221518 | 100% | $49.85B | $49.85B | 2026-03-31 | → |
| 2 | ALIGHT FINANCIAL ADVISORS, LLC | 158744 | 100% | $35.05B | $35.05B | 2026-03-31 | → |
| 3 | W.E. FAMILY OFFICES, LLC | 109869 | 100% | $17.75B | $17.75B | 2026-04-30 | → |
| 4 | ACORNS ADVISERS, LLC | 165926 | 100% | $13.39B | $13.39B | 2026-03-31 | → |
| 5 | HUMAN INTEREST ADVISORS LLC | 269875 | 100% | $8.10B | $8.10B | 2026-04-30 | → |
| 6 | NORTHSIDE CAPITAL MANAGEMENT LLC | 107784 | 100% | $6.94B | $6.94B | 2026-03-31 | → |
| 7 | VESTGEN ADVISORS, LLC | 318657 | 100% | $6.67B | $6.67B | 2026-05-31 | → |
| 8 | NWF ADVISORY SERVICES INC | 110410 | 100% | $6.43B | $6.43B | 2026-03-31 | → |
| 9 | FACET WEALTH, INC | 285961 | 100% | $6.04B | $6.04B | 2026-02-28 | → |
| 10 | TEXAS YALE CAPITAL CORP. | 126992 | 100% | $4.92B | $4.92B | 2026-05-31 | → |
| 11 | STASH INVESTMENTS LLC | 226550 | 100% | $4.92B | $4.92B | 2026-04-30 | → |
| 12 | NORTHEAST FINANCIAL CONSULTANTS, LLC | 110361 | 100% | $4.59B | $4.59B | 2025-09-30 | → |
| 13 | BT FAMILY OFFICE, LLC | 305713 | 100% | $4.00B | $4.00B | 2026-03-31 | → |
| 14 | ALPHA CUBED INVESTMENTS, LLC | 159347 | 100% | $3.78B | $3.78B | 2026-03-31 | → |
| 15 | SIGFIG WEALTH MANAGEMENT LLC | 158823 | 100% | $3.58B | $3.58B | 2026-02-28 | → |
| 16 | SYSTEMATIC ALPHA INVESTMENTS, LLC | 297693 | 100% | $3.49B | $3.49B | 2026-03-31 | → |
| 17 | GRYPHON WEALTH, LLC | 339969 | 100% | $3.24B | $3.24B | 2026-05-31 | → |
| 18 | LEO WEALTH, LLC | 283891 | 100% | $3.21B | $3.21B | 2026-03-31 | → |
| 19 | PARCION PRIVATE WEALTH LLC | 305115 | 100% | $2.95B | $2.95B | 2026-03-31 | → |
| 20 | L 1 GLOBAL WEALTH LLC | 337213 | 100% | $2.81B | $2.81B | 2026-03-31 | → |
| 21 | BAYSTATE WEALTH MANAGEMENT LLC | 151664 | 100% | $2.77B | $2.77B | 2026-03-31 | → |
| 22 | TRAJAN WEALTH, L.L.C. | 158847 | 100% | $2.60B | $2.60B | 2026-03-31 | → |
| 23 | PRIVATE WEALTH ASSET MANAGEMENT, LLC | 315819 | 100% | $2.52B | $2.52B | 2026-04-30 | → |
| 24 | SONORA INVESTMENT MANAGEMENT GROUP, LLC | 315312 | 100% | $2.44B | $2.44B | 2025-03-31 | → |
| 25 | TRAYNOR CAPITAL MANAGEMENT, INC. | 138881 | 100% | $2.42B | $2.42B | 2026-04-30 | → |
| 26 | CAPITA FINANCIAL NETWORK, LLC | 290558 | 100% | $2.32B | $2.32B | 2026-03-31 | → |
| 27 | SUMMIT WEALTH GROUP LLC | 335242 | 100% | $2.31B | $2.31B | 2026-03-31 | → |
| 28 | RSW INVESTMENTS HOLDINGS, LLC | 302023 | 100% | $2.30B | $2.30B | 2026-03-31 | → |
| 29 | AVALOR INVESTMENT AG | 283227 | 100% | $2.24B | $2.24B | 2026-02-28 | → |
| 30 | JOHN HANCOCK PERSONAL FINANCIAL SERVICES, LLC | 174433 | 100% | $2.20B | $2.20B | 2026-03-31 | → |
| 31 | SIGMA INVESTMENT COUNSELORS, INC. | 104754 | 100% | $2.17B | $2.17B | 2026-04-30 | → |
| 32 | EVOLVE PRIVATE WEALTH, LLC | 333932 | 100% | $2.15B | $2.15B | 2026-05-31 | → |
| 33 | NAVY FEDERAL INVESTMENT SERVICES, LLC | 138459 | 100% | $2.10B | $2.10B | 2026-05-31 | → |
| 34 | SOFI WEALTH LLC | 167958 | 100% | $2.05B | $2.05B | 2026-03-31 | → |
| 35 | DOYENNE WEALTH ADVISORS LLC | 315995 | 100% | $2.04B | $2.04B | 2026-05-31 | → |
| 36 | ALPEN PARTNERS INTERNATIONAL AG | 291759 | 100% | $2.03B | $2.03B | 2026-04-30 | → |
| 37 | HEALTHEQUITY ADVISORS, LLC | 167105 | 100% | $1.99B | $1.99B | 2026-03-31 | → |
| 38 | RETIREMENT MANAGEMENT SYSTEMS, INC. | 150351 | 100% | $1.89B | $1.89B | 2026-05-31 | → |
| 39 | TIDE CYCLE RESOURCES LLC | 330698 | 100% | $1.85B | $1.85B | 2026-03-31 | → |
| 40 | SAFFORD NICHOLAS H & CO INC | 104740 | 100% | $1.80B | $1.80B | 2026-03-31 | → |
| 41 | BITTERROOT CAPITAL ADVISORS LLC | 109088 | 100% | $1.78B | $1.78B | 2026-04-30 | → |
| 42 | CALIBER WEALTH MANAGEMENT, LLC | 331165 | 100% | $1.76B | $1.76B | 2026-03-31 | → |
| 43 | WORLD INVESTMENTS, INC. | 20626 | 100% | $1.73B | $1.73B | 2025-10-31 | → |
| 44 | ALLY INVEST ADVISORS INC | 170301 | 100% | $1.73B | $1.73B | 2026-04-30 | → |
| 45 | ACCURATE WEALTH MANAGEMENT, LLC | 298137 | 100% | $1.71B | $1.71B | 2026-03-31 | → |
| 46 | SIGNAL ADVISORS WEALTH, LLC | 301086 | 100% | $1.69B | $1.69B | 2026-05-31 | → |
| 47 | WELLINGTON CONSULTING SERVICES INC | 105837 | 100% | $1.69B | $1.69B | 2026-03-31 | → |
| 48 | SCARBOROUGH ADVISORS, LLC | 169517 | 100% | $1.64B | $1.64B | 2026-03-31 | → |
| 49 | USA FINANCIAL EXCHANGE LLC | 283466 | 100% | $1.64B | $1.64B | 2026-03-31 | → |
| 50 | BLOOM ADVISORS, INC. | 106152 | 100% | $1.62B | $1.62B | 2026-04-30 | → |
| 51 | CICCARELLI ADVISORY SERVICES INC | 110904 | 100% | $1.59B | $1.59B | 2025-11-30 | → |
| 52 | BRANDYWINE OAK PRIVATE WEALTH LLC | 297021 | 100% | $1.57B | $1.57B | 2026-03-31 | → |
| 53 | TYCHE WEALTH PARTNERS LLC | 326006 | 100% | $1.57B | $1.57B | 2026-02-28 | → |
| 54 | TRUE FREEDOM INVESTING, LLC | 322728 | 100% | $1.56B | $1.56B | 2026-04-30 | → |
| 55 | TRIAD WEALTH PARTNERS, LLC | 326523 | 100% | $1.53B | $1.53B | 2026-05-31 | → |
| 56 | TOWNSEND & ASSOCIATES, INC. | 113681 | 100% | $1.52B | $1.52B | 2026-05-31 | → |
| 57 | ROBINHOOD ASSET MANAGEMENT, LLC | 323736 | 100% | $1.52B | $1.52B | 2026-04-30 | → |
| 58 | KINTRA WEALTH, LLC | 299407 | 100% | $1.50B | $1.50B | 2026-04-30 | → |
| 59 | MLG WEALTH MANAGEMENT, INC. | 308193 | 100% | $1.49B | $1.49B | 2026-05-31 | → |
| 60 | W.G.SHAHEEN & ASSOCIATES,LTD. | 117307 | 100% | $1.49B | $1.49B | 2026-03-31 | → |
| 61 | TSA PORTFOLIO MANAGEMENT, INC. FKA TSA MANAGEMENT INC. | 106440 | 100% | $1.48B | $1.48B | 2026-03-31 | → |
| 62 | ACTIVEST WEALTH MANAGEMENT, LLC | 156150 | 100% | $1.46B | $1.46B | 2026-04-30 | → |
| 63 | D'ORAZIO & ASSOCIATES, INC. | 131976 | 100% | $1.44B | $1.44B | 2026-03-31 | → |
| 64 | PRINCIPAL ADVISED SERVICES, LLC | 297324 | 100% | $1.42B | $1.42B | 2026-05-31 | → |
| 65 | SILICON VALLEY RETIREMENT SERVICES, LLC | 154756 | 100% | $1.40B | $1.40B | 2026-02-28 | → |
| 66 | TRUSTMONT ADVISORY GROUP, INC. | 106015 | 100% | $1.40B | $1.40B | 2026-03-31 | → |
| 67 | STRATEGIC WEALTH INVESTMENT GROUP, LLC | 165474 | 100% | $1.38B | $1.38B | 2026-03-31 | → |
| 68 | CASCADE FINANCIAL PARTNERS, LLC | 326620 | 100% | $1.38B | $1.38B | 2026-03-31 | → |
| 69 | ASSET RISK CONSULTANTS (UK) LIMITED | 292916 | 100% | $1.37B | $1.37B | 2025-11-30 | → |
| 70 | TALBOT FINANCIAL, LLC | 155162 | 100% | $1.34B | $1.34B | 2026-03-31 | → |
| 71 | GEOMETRIC WEALTH ADVISORS, LLC | 171670 | 100% | $1.33B | $1.33B | 2026-05-31 | → |
| 72 | CHATTERTON & ASSOCIATES, THE WEALTH MANAGEMENT TEAM, INC. | 132295 | 100% | $1.33B | $1.33B | 2026-03-31 | → |
| 73 | CLARK ASSET MANAGEMENT, LLC | 284480 | 100% | $1.32B | $1.32B | 2026-04-30 | → |
| 74 | SAVOIE CAPITAL LLC | 167497 | 100% | $1.32B | $1.32B | 2026-04-30 | → |
| 75 | BEACON RETIREMENT PLANNING SERVICES INC. | 110038 | 100% | $1.30B | $1.30B | 2026-03-31 | → |
| 76 | AMERICAN FINANCIAL ADVISORS INC | 108530 | 100% | $1.28B | $1.28B | 2026-02-28 | → |
| 77 | O'HAGAN GROUP, INC. | 315389 | 100% | $1.25B | $1.25B | 2026-03-31 | → |
| 78 | MT ASSET MANAGEMENT, LLC | 147381 | 100% | $1.24B | $1.24B | 2026-05-31 | → |
| 79 | KPP ADVISORY SERVICES LLC | 289507 | 100% | $1.24B | $1.24B | 2026-05-31 | → |
| 80 | SIVIA CAPITAL PARTNERS, LLC | 170413 | 100% | $1.24B | $1.24B | 2026-03-31 | → |
| 81 | SOA WEALTH ADVISORS, LLC | 310448 | 100% | $1.22B | $1.22B | 2026-03-31 | → |
| 82 | WISS PRIVATE CLIENT ADVISORS, LLC | 286319 | 100% | $1.22B | $1.22B | 2026-03-31 | → |
| 83 | BMO NESBITT BURNS SECURITIES LTD. | 281337 | 100% | $1.20B | $1.20B | 2026-01-31 | → |
| 84 | RAM INVESTMENT PARTNERS, LLC | 161077 | 100% | $1.19B | $1.19B | 2026-03-31 | → |
| 85 | TCP ASSET MANAGEMENT, LLC | 286037 | 100% | $1.18B | $1.18B | 2026-02-28 | → |
| 86 | VERUS FINANCIAL PARTNERS, INC. | 106744 | 100% | $1.18B | $1.18B | 2026-05-31 | → |
| 87 | JFG WEALTH MANAGEMENT, LLC | 285023 | 100% | $1.16B | $1.16B | 2025-08-31 | → |
| 88 | AB2 CAPITAL PARTNERS LLC | 318038 | 100% | $1.15B | $1.15B | 2026-02-28 | → |
| 89 | ETZ ADVISORY, LLC | 334861 | 100% | $1.14B | $1.14B | 2026-04-30 | → |
| 90 | ADAMO CAPITAL FAMILY OFFICE LLC | 315653 | 100% | $1.12B | $1.12B | 2026-03-31 | → |
| 91 | SCHAEFER FINANCIAL MANAGEMENT, INC. | 110110 | 100% | $1.11B | $1.11B | 2026-03-31 | → |
| 92 | RHAME & GORRELL WEALTH MANAGEMENT, LLC | 283027 | 100% | $1.11B | $1.11B | 2026-03-31 | → |
| 93 | FUSION INVESTMENT ADVISORS LLC | 156549 | 100% | $1.10B | $1.10B | 2026-03-31 | → |
| 94 | PRAIRIEVIEW PARTNERS, LLC | 145743 | 100% | $1.09B | $1.09B | 2025-02-28 | → |
| 95 | BASELINE WEALTH MANAGEMENT LTD. | 155526 | 100% | $1.08B | $1.08B | 2026-03-31 | → |
| 96 | TITAN GLOBAL CAPITAL MANAGEMENT USA LLC | 290111 | 100% | $1.08B | $1.08B | 2026-03-31 | → |
| 97 | BASECAMP WEALTH ADVISORS, LLC | 334018 | 100% | $1.08B | $1.08B | 2026-03-31 | → |
| 98 | OCCIDENTAL ASSET MANAGEMENT, LLC | 168650 | 100% | $1.07B | $1.07B | 2026-04-30 | → |
| 99 | JACKSON WEALTH MANAGEMENT, LLC | 147642 | 100% | $1.07B | $1.07B | 2026-03-31 | → |
| 100 | INSIGHT WEALTH STRATEGIES, LLC | 293644 | 100% | $1.06B | $1.06B | 2026-02-28 | → |
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