Research Report · 2026-06-30
Registered Investment Advisers Reporting Financial Planning Services
SEC-registered investment advisers that report providing financial planning services, ranked by AUM.
Firms
1,000
Total AUM
$26.43T
Median AUM
$4.30B
Latest Filing
2026-06-30
| Rank↕ | Firm Name | CRD↕ | AUM↕ | AUM↕ | Employees↕ | Latest Filing | |
|---|---|---|---|---|---|---|---|
| 901 | THE WEALTH ALLIANCE, LLC | 305052 | $2.10B | $2.10B | 29 | 2026-04-30 | → |
| 902 | NAVY FEDERAL INVESTMENT SERVICES, LLC | 138459 | $2.10B | $2.10B | 206 | 2026-05-31 | → |
| 903 | QUADRANT PRIVATE WEALTH MANAGEMENT, LLC | 277044 | $2.10B | $2.10B | 19 | 2026-04-30 | → |
| 904 | ASCENTIS INDEPENDENT ADVISORS, LLC | 322879 | $2.09B | $2.09B | 43 | 2026-06-30 | → |
| 905 | L.M. KOHN & COMPANY | 27913 | $2.09B | $2.09B | 85 | 2025-04-30 | → |
| 906 | ADELL HARRIMAN & CARPENTER INC | 107488 | $2.09B | $2.09B | 13 | 2026-03-31 | → |
| 907 | FIRST HEARTLAND CONSULTANTS, INC. | 110377 | $2.09B | $2.09B | 96 | 2026-03-31 | → |
| 908 | UNITED ASSET STRATEGIES INC. | 107434 | $2.09B | $2.09B | 33 | 2026-03-31 | → |
| 909 | NARWHAL CAPITAL MANAGMENT, LLC | 135958 | $2.08B | $2.08B | 18 | 2026-06-30 | → |
| 910 | INDIVISIBLE PARTNERS, LLC | 332431 | $2.08B | $2.08B | 24 | 2026-05-31 | → |
| 911 | HUB INVESTMENT ADVISORS, INC | 164600 | $2.07B | $2.07B | 9 | 2026-01-31 | → |
| 912 | EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC | 107316 | $2.07B | $2.07B | 34 | 2026-03-31 | → |
| 913 | TORTOISE INVESTMENT MANAGEMENT, LLC | 128723 | $2.07B | $2.07B | 21 | 2026-03-31 | → |
| 914 | AVESTAR CAPITAL, LLC | 287525 | $2.07B | $2.07B | 16 | 2026-06-30 | → |
| 915 | ELLENBECKER INVESTMENT GROUP, INC. | 173851 | $2.06B | $2.06B | 51 | 2026-03-31 | → |
| 916 | CAHABA WEALTH MANAGEMENT, INC. | 151675 | $2.06B | $2.06B | 23 | 2026-03-31 | → |
| 917 | BEESE, FULMER INVESTMENT MANAGEMENT, INC. | 109882 | $2.06B | $2.06B | 14 | 2026-03-31 | → |
| 918 | IC ADVISORY SERVICES, INC. | 140190 | $2.06B | $2.06B | 220 | 2025-03-31 | → |
| 919 | CLEAR HARBOR ASSET MANAGEMENT, LLC | 152242 | $2.05B | $2.05B | 24 | 2026-03-31 | → |
| 920 | NATURAL INVESTMENTS PBLLC | 113348 | $2.05B | $2.05B | 24 | 2026-02-28 | → |
| 921 | INSCRIPTION CAPITAL, LLC | 291780 | $2.05B | $2.05B | 20 | 2026-03-31 | → |
| 922 | SOFI WEALTH LLC | 167958 | $2.05B | $2.05B | 114 | 2026-03-31 | → |
| 923 | ADVICEONE ADVISORY SERVICES, LLC | 111614 | $2.05B | $2.05B | 56 | 2026-03-31 | → |
| 924 | DOYENNE WEALTH ADVISORS LLC | 315995 | $2.04B | $2.04B | 18 | 2026-05-31 | → |
| 925 | MOSAIC FAMILY WEALTH PARTNERS, LLC | 317377 | $2.04B | $2.04B | 22 | 2026-03-31 | → |
| 926 | OPEROSE ADVISORS LLC | 287465 | $2.04B | $2.04B | 20 | 2026-03-31 | → |
| 927 | ATWOOD & PALMER, INC. | 104995 | $2.04B | $2.04B | 9 | 2026-02-28 | → |
| 928 | PROVISE MANAGEMENT GROUP, LLC | 105375 | $2.03B | $2.03B | 22 | 2026-06-30 | → |
| 929 | FULL SAIL CAPITAL, LLC | 291368 | $2.03B | $2.03B | 15 | 2025-06-30 | → |
| 930 | CAPWEALTH ADVISORS, LLC | 148781 | $2.03B | $2.03B | 19 | 2026-03-31 | → |
| 931 | PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | 117962 | $2.03B | $2.03B | 34 | 2026-04-30 | → |
| 932 | FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | 108102 | $2.03B | $2.03B | 17 | 2026-03-31 | → |
| 933 | CHERRY CREEK FAMILY OFFICES, LLC | 156310 | $2.02B | $2.02B | 16 | 2026-02-28 | → |
| 934 | MADISON AVENUE SECURITIES, LLC | 23224 | $2.02B | $2.02B | 125 | 2026-05-31 | → |
| 935 | BOSTON FAMILY OFFICE LLC | 107141 | $2.02B | $2.02B | 17 | 2026-03-31 | → |
| 936 | MARKS GROUP WEALTH MANAGEMENT, INC. | 148679 | $2.02B | $2.02B | 14 | 2026-03-31 | → |
| 937 | ALBION MANAGEMENT GROUP | 105957 | $2.01B | $2.01B | 31 | 2026-06-30 | → |
| 938 | WOODMONT INVESTMENT COUNSEL, LLC | 109779 | $2.01B | $2.01B | 15 | 2026-03-31 | → |
| 939 | SMITH ANGLIN FINANCIAL, LLC | 144386 | $2.01B | $2.01B | 16 | 2025-05-31 | → |
| 940 | PHYSICIAN WEALTH ADVISORS, INC. | 106043 | $2.01B | $2.01B | 15 | 2026-03-31 | → |
| 941 | JNBA FINANCIAL ADVISORS, LLC | 106550 | $2.01B | $2.01B | 36 | 2026-03-31 | → |
| 942 | WELL DONE, LLC | 173736 | $2.00B | $2.00B | 26 | 2026-03-31 | → |
| 943 | CORDA INVESTMENT MANAGEMENT, LLC | 108046 | $2.00B | $2.00B | 32 | 2026-02-28 | → |
| 944 | SILVEROAK WEALTH MANAGEMENT LLC | 110532 | $2.00B | $2.00B | 23 | 2026-03-31 | → |
| 945 | THE HARBOR GROUP, INC. | 105637 | $2.00B | $2.00B | 22 | 2026-05-31 | → |
| 946 | STACK FINANCIAL MANAGEMENT INC | 106785 | $1.99B | $1.99B | 14 | 2026-03-31 | → |
| 947 | RAYMOND JAMES (USA) LTD | 25853 | $1.99B | $1.99B | 175 | 2026-06-30 | → |
| 948 | BALEFIRE, LLC | 168733 | $1.99B | $1.99B | 38 | 2026-03-31 | → |
| 949 | COMPERIO RETIREMENT CONSULTING, INC. | 140786 | $1.99B | $1.99B | 4 | 2026-03-31 | → |
| 950 | MIDWESTERN SECURITIES TRADING COMPANY, LLC | 101080 | $1.98B | $1.98B | 105 | 2026-06-30 | → |
| 951 | TRUMBOWER FINANCIAL ADVISORS LLC | 107495 | $1.98B | $1.98B | 11 | 2026-03-31 | → |
| 952 | CABLE HILL PARTNERS, LLC | 168252 | $1.98B | $1.98B | 29 | 2025-03-31 | → |
| 953 | JSF FINANCIAL, LLC | 114025 | $1.97B | $1.97B | 27 | 2026-03-31 | → |
| 954 | GREENWOOD GEARHART, LLC | 110379 | $1.97B | $1.97B | 26 | 2026-05-31 | → |
| 955 | CENTER FOR FINANCIAL PLANNING INC | 109599 | $1.97B | $1.97B | 26 | 2026-04-30 | → |
| 956 | THE FIDUCIARY GROUP, LLC | 221530 | $1.97B | $1.97B | 18 | 2026-03-31 | → |
| 957 | THE NORDEN GROUP LLC | 323988 | $1.97B | $1.97B | 30 | 2026-02-28 | → |
| 958 | CS PLANNING CORP | 149937 | $1.96B | $1.96B | 60 | 2026-06-30 | → |
| 959 | HCR WEALTH ADVISORS | 108676 | $1.96B | $1.96B | 20 | 2026-06-30 | → |
| 960 | GUIDESTONE ADVISORS, LLC | 149624 | $1.96B | $1.96B | 34 | 2026-03-31 | → |
| 961 | 3EDGE ASSET MANAGEMENT, LP | 282059 | $1.95B | $1.95B | 24 | 2026-04-30 | → |
| 962 | ABOUND WEALTH MANAGEMENT, LLC | 285903 | $1.95B | $1.95B | 41 | 2026-06-30 | → |
| 963 | BULLTICK WEALTH MANAGEMENT, LLC | 141588 | $1.95B | $1.95B | 62 | 2026-03-31 | → |
| 964 | BANKERS LIFE ADVISORY SERVICES, INC. | 281285 | $1.94B | $1.94B | 384 | 2026-03-31 | → |
| 965 | PCM ENCORE, LLC | 333127 | $1.94B | $1.94B | 16 | 2026-06-30 | → |
| 966 | BENSLER, LLC | 310849 | $1.94B | $1.94B | 46 | 2026-06-30 | → |
| 967 | RVW WEALTH LLC | 140451 | $1.94B | $1.94B | 12 | 2026-06-30 | → |
| 968 | DIVERSIFIED PORTFOLIOS INC | 108942 | $1.94B | $1.94B | 19 | 2026-03-31 | → |
| 969 | CFO4LIFE GROUP, LLC | 287600 | $1.94B | $1.94B | 22 | 2026-06-30 | → |
| 970 | REBALANCE LLC | 158242 | $1.93B | $1.93B | 18 | 2026-05-31 | → |
| 971 | FOURTHOUGHT FINANCIAL PARTNERS, LLC. | 323060 | $1.93B | $1.93B | 20 | 2026-04-30 | → |
| 972 | MEYERS WEALTH MANAGEMENT, LLC | 289801 | $1.93B | $1.93B | 10 | 2026-05-31 | → |
| 973 | LANDAAS & COMPANY, LLC | 47487 | $1.93B | $1.93B | 27 | 2026-03-31 | → |
| 974 | FIRST PACIFIC FINANCIAL, INC. | 284736 | $1.93B | $1.93B | 33 | 2026-05-31 | → |
| 975 | CONSERVEST CAPITAL ADVISORS INC | 111353 | $1.92B | $1.92B | 7 | 2026-03-31 | → |
| 976 | ROSSMORE PRIVATE CAPITAL, LLC | 288453 | $1.92B | $1.92B | 10 | 2026-03-31 | → |
| 977 | PRIVATE WEALTH PARTNERS, LLC | 133802 | $1.92B | $1.92B | 9 | 2026-03-31 | → |
| 978 | SHP WEALTH MANAGEMENT, LLC | 174697 | $1.92B | $1.92B | 52 | 2026-06-30 | → |
| 979 | FALCON WEALTH PLANNING, INC. | 174092 | $1.92B | $1.92B | 42 | 2026-06-30 | → |
| 980 | NOVARE CAPITAL MANAGEMENT | 117949 | $1.92B | $1.92B | 23 | 2026-06-30 | → |
| 981 | ARTEMIS WEALTH ADVISORS, LLC | 150810 | $1.91B | $1.91B | 9 | 2026-05-31 | → |
| 982 | DT INVESTMENT PARTNERS, LLC | 157646 | $1.91B | $1.91B | 8 | 2026-03-31 | → |
| 983 | CONTINUUM ADVISORY, LLC | 283155 | $1.91B | $1.91B | 66 | 2026-03-31 | → |
| 984 | PATRIOT INVESTMENT MANAGEMENT GROUP INC | 112155 | $1.91B | $1.91B | 25 | 2026-03-31 | → |
| 985 | JAG CAPITAL MANAGEMENT LLC | 159227 | $1.90B | $1.90B | 21 | 2026-05-31 | → |
| 986 | SP ASSET MANAGEMENT LLC | 323369 | $1.90B | $1.90B | 3 | 2026-03-31 | → |
| 987 | RETIREMENT MANAGEMENT SYSTEMS, INC. | 150351 | $1.89B | $1.89B | 11 | 2026-05-31 | → |
| 988 | ETON ADVISORS GROUP, LLC | 289395 | $1.89B | $1.89B | 11 | 2026-03-31 | → |
| 989 | NILSINE PARTNERS, LLC | 315694 | $1.88B | $1.88B | 18 | 2026-03-31 | → |
| 990 | CAPITAL MANAGEMENT ASSOCIATES INC | 105010 | $1.88B | $1.88B | 17 | 2026-03-31 | → |
| 991 | AXIA ADVISORY CORP | 107571 | $1.88B | $1.88B | 4 | 2026-05-31 | → |
| 992 | BLUE CHIP PARTNERS, LLC | 132437 | $1.88B | $1.88B | 34 | 2026-03-31 | → |
| 993 | SOVRAN ADVISORS, LLC | 329415 | $1.87B | $1.87B | 64 | 2026-03-31 | → |
| 994 | AUSTIN ASSET MANAGEMENT CO | 105441 | $1.87B | $1.87B | 21 | 2026-02-28 | → |
| 995 | IAG WEALTH PARTNERS, LLC | 109721 | $1.87B | $1.87B | 15 | 2026-03-31 | → |
| 996 | DIVERSIFIED MANAGEMENT INC | 106680 | $1.87B | $1.87B | 8 | 2026-03-31 | → |
| 997 | ASHTON THOMAS SECURITIES, LLC | 16629 | $1.86B | $1.86B | 46 | 2026-06-30 | → |
| 998 | CLEAR CREEK FINANCIAL MANAGEMENT, LLC | 170602 | $1.86B | $1.86B | 91 | 2026-03-31 | → |
| 999 | COLONIAL TRUST ADVISORS, INC. | 110257 | $1.85B | $1.85B | 28 | 2026-06-30 | → |
| 1000 | WILLIS JOHNSON & ASSOCIATES, INC. | 119759 | $1.85B | $1.85B | 41 | 2026-04-30 | → |
Related Lists
Sleeve1,000 firms · 2026-06-30