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 | |
|---|---|---|---|---|---|---|---|
| 701 | VIVID WEALTH MANAGEMENT, LLC | 322974 | 100% | $290.9M | $290.9M | 2026-03-31 | → |
| 702 | WEALTH COVENANT GROUP LLC | 291453 | 100% | $290.7M | $290.7M | 2025-01-31 | → |
| 703 | BIRKS FINANCIAL CORP. | 118623 | 100% | $290.6M | $290.6M | 2026-06-30 | → |
| 704 | AVALON ADVISORY GROUP LLC | 297090 | 100% | $290.3M | $290.3M | 2026-03-31 | → |
| 705 | PACIFIC SUN FINANCIAL CORP | 284286 | 100% | $290.0M | $290.0M | 2025-09-30 | → |
| 706 | MAXWELL WEALTH STRATEGIES INC. | 317081 | 100% | $290.0M | $290.0M | 2025-02-28 | → |
| 707 | GREENHOUSE WEALTH MANAGEMENT, LLC | 283763 | 100% | $288.6M | $288.6M | 2026-02-28 | → |
| 708 | PHILIP VONGONTARD, CFA, LLC | 127938 | 100% | $288.5M | $288.5M | 2026-05-31 | → |
| 709 | CAPITAL CITIES INVESTMENTS | 116185 | 100% | $287.9M | $287.9M | 2026-04-30 | → |
| 710 | ONE WEALTH MAP, LLC | 171750 | 100% | $287.4M | $287.4M | 2026-06-30 | → |
| 711 | MARTIN NELSON & CO., INC. | 2903 | 100% | $287.3M | $287.3M | 2026-03-31 | → |
| 712 | VALTRION CAPITAL MANAGEMENT, LLC | 318048 | 100% | $287.3M | $287.3M | 2026-03-31 | → |
| 713 | SKYVIEW FINANCIAL GROUP, LLC | 310581 | 100% | $286.6M | $286.6M | 2026-03-31 | → |
| 714 | TRITONPOINT PARTNERS, LLC | 333259 | 100% | $286.5M | $286.5M | 2026-05-31 | → |
| 715 | FIG WEALTH, LLC | 318369 | 100% | $286.5M | $286.5M | 2026-03-31 | → |
| 716 | SYNCHRONOUS WEALTH ADVISORS LLC | 317161 | 100% | $286.1M | $286.1M | 2026-05-31 | → |
| 717 | WESBANCO SECURITIES, INC. | 43276 | 100% | $285.9M | $285.9M | 2026-05-31 | → |
| 718 | SANCHEZ GAUNT CAPITAL MANAGEMENT, LLC | 336187 | 100% | $285.8M | $285.8M | 2026-06-30 | → |
| 719 | FINANCIAL FORUM, INC. | 307740 | 100% | $285.8M | $285.8M | 2026-05-31 | → |
| 720 | BLUE OAK CAPITAL LLC | 108592 | 100% | $285.4M | $285.4M | 2025-02-28 | → |
| 721 | THE PALMER KNIGHT COMPANY | 112983 | 100% | $285.4M | $285.4M | 2026-03-31 | → |
| 722 | OAKTRUST WEALTH ADVISORS, LLC | 170827 | 100% | $285.0M | $285.0M | 2026-02-28 | → |
| 723 | PHYSICIAN FAMILY FINANCIAL ADVISORS INC | 138433 | 100% | $284.9M | $284.9M | 2026-06-30 | → |
| 724 | OATH PLANNING, LLC | 299187 | 100% | $284.7M | $284.7M | 2026-02-28 | → |
| 725 | MARTIN D. PARLATO & ASSOCIATES, INC. | 147403 | 100% | $284.6M | $284.6M | 2026-03-31 | → |
| 726 | SOUND STEWARDSHIP, LLC | 129755 | 100% | $284.6M | $284.6M | 2026-03-31 | → |
| 727 | MERIDIAN FINANCIAL, LLC | 119679 | 100% | $283.9M | $283.9M | 2026-05-31 | → |
| 728 | ZOE FINANCIAL, INC. | 285158 | 100% | $283.5M | $283.5M | 2026-06-30 | → |
| 729 | STONEBRIDGE WEALTH MANAGEMENT LLC | 285693 | 100% | $283.3M | $283.3M | 2026-05-31 | → |
| 730 | B.A. SCHROCK WEALTH MANAGEMENT, INC. | 304694 | 100% | $281.6M | $281.6M | 2026-03-31 | → |
| 731 | WORTH FINANCIAL ADVISORY GROUP, LLC | 156564 | 100% | $280.7M | $280.7M | 2026-03-31 | → |
| 732 | ROCKINGSTONE ADVISORS LLC | 149592 | 100% | $280.1M | $280.1M | 2026-03-31 | → |
| 733 | CONQUIS FINANCIAL LLC | 319579 | 100% | $280.0M | $280.0M | 2026-04-30 | → |
| 734 | PALADIN ADVISORY GROUP, LLC | 285303 | 100% | $279.8M | $279.8M | 2026-03-31 | → |
| 735 | MOSLEY WEALTH MANAGEMENT, INC. | 318592 | 100% | $279.5M | $279.5M | 2026-05-31 | → |
| 736 | DWM FINANCIAL GROUP, INC. | 111594 | 100% | $279.2M | $279.2M | 2026-06-30 | → |
| 737 | MILLENNIAL WEALTH LLC | 289970 | 100% | $278.7M | $278.7M | 2026-06-30 | → |
| 738 | VERITY WEALTH ADVISORS, LLC | 126742 | 100% | $278.5M | $278.5M | 2026-01-31 | → |
| 739 | WEALTH ADVISORS GROUP, LLC | 291648 | 100% | $278.5M | $278.5M | 2026-03-31 | → |
| 740 | INTERNATIONAL MONEY MATTERS PRIVATE LIMITED | 329433 | 100% | $278.3M | $278.3M | 2026-06-30 | → |
| 741 | CITADEL INVESTMENT ADVISORY INC | 110540 | 100% | $278.3M | $278.3M | 2026-03-31 | → |
| 742 | FRIEDLANDER, BRENDA S | 127746 | 100% | $278.1M | $278.1M | 2026-03-31 | → |
| 743 | AUSPICIOUS FINANCIAL PLANNING, LLC | 297962 | 100% | $278.0M | $278.0M | 2026-03-31 | → |
| 744 | BEDDOW CAPITAL MANAGEMENT INC | 107491 | 100% | $277.9M | $277.9M | 2025-03-31 | → |
| 745 | LPF ADVISORS, LLC | 298068 | 100% | $277.5M | $277.5M | 2025-04-30 | → |
| 746 | DOMINION PORTFOLIO MANAGEMENT, INC. | 106918 | 100% | $277.1M | $277.1M | 2026-06-30 | → |
| 747 | WALLEYE PARTNERS LLC | 333435 | 100% | $276.7M | $276.7M | 2026-05-31 | → |
| 748 | JFR FINANCIAL SERVICES, INC. | 124456 | 100% | $276.6M | $276.6M | 2026-02-28 | → |
| 749 | GLOBAL INVESTMENT ADVISER LC | 105862 | 100% | $276.4M | $276.4M | 2025-05-31 | → |
| 750 | SIMPLIFI, INC. | 154900 | 100% | $276.1M | $276.1M | 2026-03-31 | → |
| 751 | RIA SERVICES, LLC | 281520 | 100% | $276.1M | $276.1M | 2026-03-31 | → |
| 752 | OASIS WEALTH PLANNING ADVISORS, LLC | 285474 | 100% | $275.9M | $275.9M | 2026-06-30 | → |
| 753 | TRADEWELL SECURITIES, LLC | 332473 | 100% | $275.8M | $275.8M | 2026-05-31 | → |
| 754 | KAI WEALTH LLC | 332136 | 100% | $275.2M | $275.2M | 2026-04-30 | → |
| 755 | ELITE FINANCIAL, INC. | 286667 | 100% | $274.2M | $274.2M | 2026-04-30 | → |
| 756 | UDINE WEALTH MANAGEMENT INC. | 147158 | 100% | $273.9M | $273.9M | 2026-03-31 | → |
| 757 | VALOR FINANCIAL SERVICES, LLC | 309377 | 100% | $273.3M | $273.3M | 2026-01-31 | → |
| 758 | TFP MANAGEMENT, LLC | 313543 | 100% | $273.0M | $273.0M | 2026-03-31 | → |
| 759 | BLUESTONE WEALTH MANAGEMENT LLC | 137959 | 100% | $272.9M | $272.9M | 2026-01-31 | → |
| 760 | KNOX WEALTH PARTNERS ADVISORY, LLC | 288580 | 100% | $272.9M | $272.9M | 2026-03-31 | → |
| 761 | NESTEGG ADVISORS, INC. | 125878 | 100% | $272.7M | $272.7M | 2026-06-30 | → |
| 762 | NOLET WEALTH MANAGEMENT, LLC | 329186 | 100% | $272.6M | $272.6M | 2026-01-31 | → |
| 763 | MICHAEL A. DUBIS FINANCIAL PLANNING, LLC | 121419 | 100% | $272.5M | $272.5M | 2025-03-31 | → |
| 764 | FIRSTMETRIC, LLC | 289483 | 100% | $272.1M | $272.1M | 2026-03-31 | → |
| 765 | TAILORED WEALTH SOLUTIONS, LLC | 340266 | 100% | $271.8M | $271.8M | 2026-06-30 | → |
| 766 | TRUE VISION MN LLC | 322783 | 100% | $271.7M | $271.7M | 2026-02-28 | → |
| 767 | SK ADVISOR NETWORK, LLC | 317533 | 100% | $271.5M | $271.5M | 2026-03-31 | → |
| 768 | EASTGATE CAPITAL ADVISORS LLC | 220511 | 100% | $271.5M | $271.5M | 2026-03-31 | → |
| 769 | DAUS FINANCIAL SERVICES, LLC | 323054 | 100% | $270.5M | $270.5M | 2026-02-28 | → |
| 770 | CHRISTOPHER J. HASENBERG, INC. | 326053 | 100% | $270.5M | $270.5M | 2025-05-31 | → |
| 771 | CORPS CAPITAL ADVISORS, LLC | 304643 | 100% | $270.3M | $270.3M | 2026-03-31 | → |
| 772 | THE JENKINS FINANCIAL GROUP, INC. | 125941 | 100% | $270.1M | $270.1M | 2026-03-31 | → |
| 773 | ERVIN INVESTMENT MANAGEMENT, LLC | 299739 | 100% | $269.9M | $269.9M | 2026-03-31 | → |
| 774 | CLIENT FIRST CAPITAL, LLC | 300684 | 100% | $269.7M | $269.7M | 2026-03-31 | → |
| 775 | WALLACE ADVISORY GROUP, LLC | 281049 | 100% | $269.5M | $269.5M | 2026-01-31 | → |
| 776 | CAPITOL FINANCIAL CONSULTANTS, INC. | 109800 | 100% | $269.2M | $269.2M | 2026-03-31 | → |
| 777 | SAGE INVESTMENT ADVISERS LLC | 304559 | 100% | $268.4M | $268.4M | 2026-03-31 | → |
| 778 | PWA FINANCIAL | 165369 | 100% | $267.9M | $267.9M | 2025-01-31 | → |
| 779 | VIEWPOINT CAPITAL MANAGEMENT, LLC | 158899 | 100% | $267.8M | $267.8M | 2026-03-31 | → |
| 780 | WOODSIDE WEALTH MANAGEMENT LLC | 175118 | 100% | $266.6M | $266.6M | 2026-03-31 | → |
| 781 | WISNIEWSKI WEALTH MANAGEMENT LLC | 150264 | 100% | $266.1M | $266.1M | 2026-06-30 | → |
| 782 | CAPSTONE WEALTH MANAGEMENT GROUP, LLC | 128097 | 100% | $266.1M | $266.1M | 2026-03-31 | → |
| 783 | THINAGEE INVESTMENTS INC. | 165054 | 100% | $265.4M | $265.4M | 2026-03-31 | → |
| 784 | THE DALA GROUP, LLC | 291828 | 100% | $265.2M | $265.2M | 2026-05-31 | → |
| 785 | BIRCH FINANCIAL GROUP, LLC | 332057 | 100% | $264.7M | $264.7M | 2026-05-31 | → |
| 786 | C.W. O'CONNER WEALTH ADVISORS, INC. | 125646 | 100% | $264.6M | $264.6M | 2026-02-28 | → |
| 787 | COMPREHENSIVE FINANCIAL PLANNING CORPORATION | 107549 | 100% | $263.9M | $263.9M | 2026-03-31 | → |
| 788 | HARMONY POINT WEALTH ADVISORS, INC. | 323643 | 100% | $263.2M | $263.2M | 2026-03-31 | → |
| 789 | NERDWALLET WEALTH PARTNERS, LLC | 337328 | 100% | $262.8M | $262.8M | 2026-06-30 | → |
| 790 | SEMUS WEALTH PARTNERS, LLC | 305758 | 100% | $262.7M | $262.7M | 2026-03-31 | → |
| 791 | SALUS FINANCIAL ADVISORS, LLC | 329882 | 100% | $262.6M | $262.6M | 2026-03-31 | → |
| 792 | NEWPORT WEALTH ADVISORS, INC. | 137159 | 100% | $262.6M | $262.6M | 2026-04-30 | → |
| 793 | KIPLINGER INVESTMENT ADVISORS, LLC. | 116726 | 100% | $261.7M | $261.7M | 2026-03-31 | → |
| 794 | BULL OAK CAPITAL, LLC | 170325 | 100% | $261.6M | $261.6M | 2026-04-30 | → |
| 795 | PREVAIL WEALTH MANAGEMENT LLC | 164532 | 100% | $260.8M | $260.8M | 2026-03-31 | → |
| 796 | CAPITAL FINANCIAL ADVISORS OF NEW YORK, LLC | 125689 | 100% | $260.0M | $260.0M | 2026-03-31 | → |
| 797 | ARCHETYPE ADVISORS, LLC | 156527 | 100% | $260.0M | $260.0M | 2026-03-31 | → |
| 798 | FINLEY FINANCIAL, LLC | 131442 | 100% | $259.8M | $259.8M | 2026-01-31 | → |
| 799 | BRIDGE GENERATIONS WEALTH MANAGEMENT LLC | 331683 | 100% | $259.8M | $259.8M | 2026-03-31 | → |
| 800 | ELEVATION WEALTH MANAGEMENT, LLC | 314604 | 100% | $259.2M | $259.2M | 2026-03-31 | → |
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