Research Report · 2026-06-30
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
1,000
Total AUM
$694.85B
Median AUM
$378.6M
Latest Filing
2026-06-30
| Rank↕ | Firm Name | CRD↕ | Wealth Share↕ | Segment Assets↕ | AUM↕ | Latest Filing | |
|---|---|---|---|---|---|---|---|
| 301 | BLACK KNIGHT WEALTH MANAGEMENT, LLC | 305515 | 100% | $539.2M | $539.2M | 2026-06-30 | → |
| 302 | BUSKA WEALTH MANAGEMENT, LLC | 170627 | 100% | $538.7M | $538.7M | 2026-06-30 | → |
| 303 | LITVAK WEALTH, LLC | 170805 | 100% | $536.1M | $536.1M | 2026-03-31 | → |
| 304 | SPG ADVISORS LLC | 284496 | 100% | $535.4M | $535.4M | 2026-03-31 | → |
| 305 | USA FINANCIAL FORMULAS LLC | 139987 | 100% | $534.4M | $534.4M | 2026-03-31 | → |
| 306 | PEIRCE CAPITAL MANAGEMENT, LLC | 142654 | 100% | $534.1M | $534.1M | 2026-03-31 | → |
| 307 | FOUNDERS GROVE WEALTH PARTNERS, LLC | 331352 | 100% | $532.3M | $532.3M | 2026-03-31 | → |
| 308 | DST WEALTH MANAGEMENT LLC | 302110 | 100% | $532.1M | $532.1M | 2026-02-28 | → |
| 309 | MONUMENT CAPITAL MANAGEMENT, LLC | 159882 | 100% | $531.7M | $531.7M | 2026-03-31 | → |
| 310 | XXI WEALTH, LLC | 330796 | 100% | $531.5M | $531.5M | 2026-03-31 | → |
| 311 | MINDFUL ASSET PLANNING LLC | 113965 | 100% | $529.5M | $529.5M | 2026-04-30 | → |
| 312 | NAVIGATE PRIVATE WEALTH, LLC | 170774 | 100% | $529.2M | $529.2M | 2026-03-31 | → |
| 313 | CURA WEALTH ADVISORS, LLC | 332511 | 100% | $527.7M | $527.7M | 2026-03-31 | → |
| 314 | NOBLE FAMILY WEALTH, LLC | 315152 | 100% | $527.5M | $527.5M | 2026-05-31 | → |
| 315 | COMPASS FINANCIAL ADVISORY SERVICES, LLC | 316843 | 100% | $527.2M | $527.2M | 2026-02-28 | → |
| 316 | COMPASS GROUP INVESTMENTS SOLUTIONS LLC | 305680 | 100% | $526.8M | $526.8M | 2026-03-31 | → |
| 317 | CORE PLANNING, LLC | 154660 | 100% | $525.0M | $525.0M | 2026-05-31 | → |
| 318 | ESSENTIAL PLANNING, LLC | 106651 | 100% | $524.4M | $524.4M | 2026-03-31 | → |
| 319 | REIFY WEALTH ADVISORS, INC. | 121978 | 100% | $524.4M | $524.4M | 2026-03-31 | → |
| 320 | FINANCIAL GRAVITY ASSET MANAGEMENT, INC. | 144008 | 100% | $523.4M | $523.4M | 2025-12-31 | → |
| 321 | CHURCHILL FINANCIAL ADVISORS, LLC | 333071 | 100% | $522.9M | $522.9M | 2026-03-31 | → |
| 322 | LEADING EDGE FINANCIAL PLANNING LLC | 277149 | 100% | $521.8M | $521.8M | 2026-06-30 | → |
| 323 | SUMMIT FINANCIAL ADVISORS, LLC | 109280 | 100% | $519.0M | $519.0M | 2025-03-31 | → |
| 324 | BGM WEALTH PARTNERS, LLC | 110483 | 100% | $517.5M | $517.5M | 2026-01-31 | → |
| 325 | ALLIANCE WEALTH MANAGEMENT GROUP, LLC | 169573 | 100% | $517.4M | $517.4M | 2026-02-28 | → |
| 326 | FIAT WEALTH MANAGEMENT LLC | 318201 | 100% | $517.4M | $517.4M | 2026-06-30 | → |
| 327 | SOWA FINANCIAL GROUP INC | 107646 | 100% | $517.0M | $517.0M | 2026-02-28 | → |
| 328 | PRUDENT INVESTORS NETWORK, INC. | 127284 | 100% | $515.8M | $515.8M | 2026-04-30 | → |
| 329 | PRISM ADVISORS, INC. | 286474 | 100% | $515.1M | $515.1M | 2026-03-31 | → |
| 330 | MATTSON FINANCIAL SERVICES, LLC | 153067 | 100% | $515.0M | $515.0M | 2026-06-30 | → |
| 331 | TAIKO PRIVATE WEALTH | 329909 | 100% | $514.8M | $514.8M | 2026-05-31 | → |
| 332 | JAMES T. BORELLO & CO. | 16860 | 100% | $514.1M | $514.1M | 2025-10-31 | → |
| 333 | LEO WEALTH AMERICAS, LLC | 338799 | 100% | $512.3M | $512.3M | 2026-06-30 | → |
| 334 | HORIZON ADVISORY SERVICES, INC. | 305239 | 100% | $510.2M | $510.2M | 2026-06-30 | → |
| 335 | ASPIRE PRIVATE CAPITAL, LLC | 154116 | 100% | $509.7M | $509.7M | 2026-03-31 | → |
| 336 | WEALTHCREST FINANCIAL SERVICES, LLC | 130049 | 100% | $507.5M | $507.5M | 2026-03-31 | → |
| 337 | STRATIS CAPITAL, LLC | 300130 | 100% | $507.5M | $507.5M | 2026-03-31 | → |
| 338 | PINE HARBOR WEALTH MANAGEMENT LLC | 317352 | 100% | $507.1M | $507.1M | 2026-02-28 | → |
| 339 | H I A - HELVETIA INVESTMENT ADVISORS SA | 171155 | 100% | $506.8M | $506.8M | 2026-03-31 | → |
| 340 | CLEVELAND WEALTH, LLC | 282196 | 100% | $506.6M | $506.6M | 2026-03-31 | → |
| 341 | FIRST ADVISORS NATIONAL, LLC | 166212 | 100% | $505.9M | $505.9M | 2026-03-31 | → |
| 342 | BLACK CORAL FINANCIAL ADVISORS, LLC | 154623 | 100% | $504.4M | $504.4M | 2026-02-28 | → |
| 343 | GOOGINS ADVISORS, INC. | 13985 | 100% | $501.0M | $501.0M | 2026-02-28 | → |
| 344 | PRIVATE WEALTH SOLUTIONS, LLC | 289437 | 100% | $500.0M | $500.0M | 2026-02-28 | → |
| 345 | EVT FINANCIAL ADVISORS AG | 155268 | 100% | $498.9M | $498.9M | 2026-05-31 | → |
| 346 | SCHMIDT FINANCIAL MANAGEMENT, INC. | 328247 | 100% | $497.5M | $497.5M | 2026-03-31 | → |
| 347 | CHERRYDALE WEALTH MANAGEMENT, LLC | 171541 | 100% | $495.5M | $495.5M | 2026-06-30 | → |
| 348 | SEMMAX FINANCIAL ADVISORS, INC. | 144978 | 100% | $495.4M | $495.4M | 2026-03-31 | → |
| 349 | FUSION CAPITAL, LLC | 154726 | 100% | $492.3M | $492.3M | 2026-03-31 | → |
| 350 | BRICK & KYLE ASSOCIATES INC | 107771 | 100% | $491.7M | $491.7M | 2026-04-30 | → |
| 351 | GORDIAN WEALTH ADVISORS, LLC | 281775 | 100% | $488.7M | $488.7M | 2026-03-31 | → |
| 352 | HRC WEALTH MANAGEMENT, LLC | 117212 | 100% | $487.4M | $487.4M | 2026-03-31 | → |
| 353 | AFFILIATED PRIVATE INVESTORS LLC | 111545 | 100% | $486.0M | $486.0M | 2026-03-31 | → |
| 354 | VANTAGE POINT FINANCIAL LLC | 305016 | 100% | $484.6M | $484.6M | 2026-05-31 | → |
| 355 | USADVISORS WEALTH MANAGEMENT, LLC | 158108 | 100% | $483.3M | $483.3M | 2026-02-28 | → |
| 356 | GLOBAL KANDOR ADVISORS, LLC | 308452 | 100% | $483.3M | $483.3M | 2026-04-30 | → |
| 357 | GENESIS PRIVATE WEALTH, LLC | 315692 | 100% | $482.4M | $482.4M | 2026-03-31 | → |
| 358 | IP FINANCIAL ADVISORY SERVICES LLC | 305772 | 100% | $481.4M | $481.4M | 2026-06-30 | → |
| 359 | ASSET ADVISORY GROUP, INC. | 106618 | 100% | $479.5M | $479.5M | 2026-02-28 | → |
| 360 | THE WELLINGTON GRP LLC | 332803 | 100% | $473.6M | $473.6M | 2026-03-31 | → |
| 361 | ZIMMERMAN WEALTH MANAGEMENT, LLC | 127526 | 100% | $472.4M | $472.4M | 2026-03-31 | → |
| 362 | MASON & ASSOCIATES, LLC | 307206 | 100% | $471.4M | $471.4M | 2026-06-30 | → |
| 363 | STERLING GROUP WEALTH MANAGEMENT, LLC | 111782 | 100% | $471.3M | $471.3M | 2026-03-31 | → |
| 364 | NOVA FINANCIAL LLC | 150148 | 100% | $469.4M | $469.4M | 2026-03-31 | → |
| 365 | LAKESHORE FINANCIAL PLANNING INC. | 299129 | 100% | $469.3M | $469.3M | 2026-02-28 | → |
| 366 | YUKON WEALTH MANAGEMENT, INC. | 109413 | 100% | $467.4M | $467.4M | 2026-03-31 | → |
| 367 | COSTON, MCISAAC, AND PARTNERS INC. | 194515 | 100% | $466.9M | $466.9M | 2026-05-31 | → |
| 368 | WEALTHVALUES, LLC | 140004 | 100% | $466.5M | $466.5M | 2026-03-31 | → |
| 369 | FELLOWSHIP FINANCIAL PLANNING, LLC | 330347 | 100% | $465.3M | $465.3M | 2026-03-31 | → |
| 370 | ACUMEN FINANCIAL ADVISORS, LLC | 152748 | 100% | $465.2M | $465.2M | 2026-03-31 | → |
| 371 | DEW WEALTH MANAGEMENT, LLC | 114148 | 100% | $464.7M | $464.7M | 2026-06-30 | → |
| 372 | CYPRESS CAPITAL PARTNERS, LLC | 140754 | 100% | $464.4M | $464.4M | 2026-03-31 | → |
| 373 | CHARTER CAPITAL MANAGEMENT, LLC | 35919 | 100% | $462.2M | $462.2M | 2026-03-31 | → |
| 374 | JAZZ WEALTH MANAGERS, INC. | 282807 | 100% | $462.2M | $462.2M | 2026-03-31 | → |
| 375 | VERMILLION WEALTH MANAGEMENT INC. | 281978 | 100% | $459.9M | $459.9M | 2026-06-30 | → |
| 376 | SEASIDE WEALTH MANAGEMENT, INC. | 271039 | 100% | $459.3M | $459.3M | 2026-02-28 | → |
| 377 | FLORIDA FINANCIAL ADVISORS, LLC | 288811 | 100% | $456.1M | $456.1M | 2026-04-30 | → |
| 378 | CHANEY CAPITAL MANAGEMENT INC. | 116511 | 100% | $455.5M | $455.5M | 2026-05-31 | → |
| 379 | SBE LLC DBA CEDAR COVE WEALTH PARTNERS | 336245 | 100% | $455.0M | $455.0M | 2026-06-30 | → |
| 380 | LAUREL WEALTH PLANNING LLC | 122035 | 100% | $453.6M | $453.6M | 2026-05-31 | → |
| 381 | MCCLARREN FINANCIAL ADVISORS, INC. | 122147 | 100% | $453.0M | $453.0M | 2026-04-30 | → |
| 382 | IFC PERSONAL MONEY MANAGERS, INC. | 126344 | 100% | $450.9M | $450.9M | 2026-04-30 | → |
| 383 | SILVERLEAFE CAPITAL PARTNERS, LLC | 133174 | 100% | $449.2M | $449.2M | 2026-03-31 | → |
| 384 | NOMAD FINTECH INC | 307764 | 100% | $448.6M | $448.6M | 2026-01-31 | → |
| 385 | YOUR ADVOCATES, LTD., LLP | 138612 | 100% | $448.1M | $448.1M | 2026-03-31 | → |
| 386 | CADENCE WEALTH MANAGEMENT LLC | 155080 | 100% | $448.0M | $448.0M | 2026-03-31 | → |
| 387 | UNITED ADVISORS AMERICA CORPORATION | 147350 | 100% | $446.5M | $446.5M | 2026-03-31 | → |
| 388 | L. K. BENSON & COMPANY, P.C. | 107908 | 100% | $446.2M | $446.2M | 2026-03-31 | → |
| 389 | PEAK WEALTH MANAGEMENT, LLC | 166944 | 100% | $446.0M | $446.0M | 2026-03-31 | → |
| 390 | LEFAVI WEALTH MANAGEMENT, INC. | 104961 | 100% | $445.0M | $445.0M | 2026-03-31 | → |
| 391 | HOLISTIC FINANCIAL PARTNERS, LLC | 170913 | 100% | $444.6M | $444.6M | 2026-03-31 | → |
| 392 | STONE SUMMIT WEALTH LLC | 315438 | 100% | $443.6M | $443.6M | 2026-01-31 | → |
| 393 | FINANCIAL FREEDOM, LLC | 118772 | 100% | $443.2M | $443.2M | 2026-03-31 | → |
| 394 | SPIEGELMAN WEALTH MANAGEMENT, INC. | 336637 | 100% | $443.0M | $443.0M | 2026-06-30 | → |
| 395 | ULLAND INVESTMENT ADVISORS, LLC | 109610 | 100% | $442.9M | $442.9M | 2026-06-30 | → |
| 396 | CAHILL WEALTH MANAGEMENT, LLC | 134508 | 100% | $442.1M | $442.1M | 2025-02-28 | → |
| 397 | MERIDIANA MFO LLC | 306237 | 100% | $441.9M | $441.9M | 2026-04-30 | → |
| 398 | SPIVAK ASSET MANAGEMENT, LLC | 125714 | 100% | $439.1M | $439.1M | 2026-03-31 | → |
| 399 | ANTMAN, LESTER MURRAY | 119311 | 100% | $438.9M | $438.9M | 2026-03-31 | → |
| 400 | ARNOLD WEITZ & CO | 108026 | 100% | $438.1M | $438.1M | 2026-02-28 | → |
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