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 | |
|---|---|---|---|---|---|---|---|
| 401 | CUSO FINANCIAL SERVICES, L.P. | 42132 | $5.38B | $5.38B | 791 | 2025-08-31 | → |
| 402 | TCI WEALTH ADVISORS, INC. | 107373 | $5.37B | $5.37B | 72 | 2026-04-30 | → |
| 403 | WESTERN WEALTH MANAGEMENT LLC | 283545 | $5.36B | $5.36B | 98 | 2026-06-30 | → |
| 404 | DAVID VAUGHAN INVESTMENTS, LLC | 105990 | $5.33B | $5.33B | 48 | 2026-03-31 | → |
| 405 | FAMILY MANAGE LLC | 104951 | $5.31B | $5.31B | 23 | 2026-04-30 | → |
| 406 | BIP WEALTH, LLC | 143208 | $5.29B | $5.29B | 88 | 2026-06-30 | → |
| 407 | ALERA INVESTMENT ADVISORS, LLC | 287906 | $5.29B | $5.29B | 107 | 2026-03-31 | → |
| 408 | REHMANN CAPITAL ADVISORY GROUP, LLC | 123047 | $5.27B | $5.27B | 39 | 2026-03-31 | → |
| 409 | VENTURE VISIONARY PARTNERS LLC | 304237 | $5.24B | $5.24B | 46 | 2026-03-31 | → |
| 410 | STOCKMAN WEALTH MANAGEMENT, INC. | 122166 | $5.24B | $5.24B | 30 | 2026-05-31 | → |
| 411 | GENTRUST, LLC | 158369 | $5.20B | $5.20B | 40 | 2026-03-31 | → |
| 412 | KRILOGY FINANCIAL LLC | 149046 | $5.20B | $5.20B | 103 | 2026-03-31 | → |
| 413 | LEGACY ADVISORS, LLC | 139830 | $5.17B | $5.17B | 50 | 2026-03-31 | → |
| 414 | JEFFERIES INVESTMENT ADVISERS LLC | 325421 | $5.15B | $5.15B | 119 | 2026-06-30 | → |
| 415 | EVERSOURCE WEALTH ADVISORS, LLC | 286340 | $5.10B | $5.10B | 76 | 2026-04-30 | → |
| 416 | MORAN WEALTH MANAGEMENT, LLC | 319208 | $5.10B | $5.10B | 56 | 2026-06-30 | → |
| 417 | ALIYA CAPITAL PARTNERS LLC | 305988 | $5.09B | $5.09B | 18 | 2026-05-31 | → |
| 418 | STONEX ADVISORS INC. | 174182 | $5.09B | $5.09B | 220 | 2026-06-30 | → |
| 419 | NEW ENGLAND PRIVATE WEALTH ADVISORS, LLC | 133790 | $5.09B | $5.09B | 21 | 2026-03-31 | → |
| 420 | PENNINGTON PARTNERS & CO., LLC | 282688 | $5.09B | $5.09B | 36 | 2026-04-30 | → |
| 421 | BAKER AVENUE ASSET MANAGEMENT, LP | 132657 | $5.09B | $5.09B | 57 | 2026-06-30 | → |
| 422 | PACIFIC FINANCIAL GROUP INC | 105203 | $5.07B | $5.07B | 62 | 2026-05-31 | → |
| 423 | FIRST FOUNDATION ADVISORS | 106075 | $5.06B | $5.06B | 53 | 2026-06-30 | → |
| 424 | WELLSPRING FINANCIAL ADVISORS, LLC | 143112 | $5.06B | $5.06B | 31 | 2026-06-30 | → |
| 425 | THREE BELL CAPITAL LLC | 159736 | $5.05B | $5.05B | 22 | 2026-06-30 | → |
| 426 | DAYMARK WEALTH PARTNERS, LLC | 320878 | $5.04B | $5.04B | 40 | 2026-02-28 | → |
| 427 | TFO FAMILY OFFICE PARTNERS, LLC | 159440 | $5.04B | $5.04B | 88 | 2026-06-30 | → |
| 428 | CAIN, WATTERS & ASSOCIATES, LLC | 111521 | $5.04B | $5.04B | 341 | 2026-06-30 | → |
| 429 | RIVERBRIDGE PARTNERS LLC | 108074 | $5.03B | $5.03B | 46 | 2026-03-31 | → |
| 430 | COASTAL BRIDGE ADVISORS, LLC | 152569 | $5.02B | $5.02B | 46 | 2026-03-31 | → |
| 431 | BOSTON FINANCIAL MANAGEMENT LLC | 112360 | $5.01B | $5.01B | 49 | 2025-03-31 | → |
| 432 | STIFEL INDEPENDENT ADVISORS, LLC | 28218 | $5.01B | $5.01B | 198 | 2026-03-31 | → |
| 433 | SAVVY ADVISORS, INC. | 318493 | $5.00B | $5.00B | 170 | 2026-03-31 | → |
| 434 | MERIDIAN WEALTH MANAGEMENT, LLC | 151523 | $4.98B | $4.98B | 67 | 2026-03-31 | → |
| 435 | ADVANCE CAPITAL MANAGEMENT INC | 110767 | $4.98B | $4.98B | 62 | 2026-03-31 | → |
| 436 | NORTHCOAST ASSET MANAGEMENT LLC | 282241 | $4.97B | $4.97B | 45 | 2026-06-30 | → |
| 437 | MASECO LLP | 147686 | $4.96B | $4.96B | 129 | 2026-06-30 | → |
| 438 | SOUTHSTATE PRIVATE CAPITAL MANAGEMENT LLC | 165306 | $4.96B | $4.96B | 38 | 2026-05-31 | → |
| 439 | DESTINATION WEALTH MANAGEMENT | 110365 | $4.95B | $4.95B | 68 | 2026-04-30 | → |
| 440 | HAMILTON CAPITAL, LLC | 109116 | $4.94B | $4.94B | 90 | 2026-04-30 | → |
| 441 | CORNERSTONE WEALTH MANAGEMENT, LLC | 164666 | $4.93B | $4.93B | 103 | 2026-05-31 | → |
| 442 | FIDUCIARYVEST, LLC | 134351 | $4.93B | $4.93B | 10 | 2026-03-31 | → |
| 443 | TEXAS YALE CAPITAL CORP. | 126992 | $4.92B | $4.92B | 7 | 2026-05-31 | → |
| 444 | STASH INVESTMENTS LLC | 226550 | $4.92B | $4.92B | 124 | 2026-04-30 | → |
| 445 | G10 LLC | 322876 | $4.91B | $4.91B | 49 | 2026-05-31 | → |
| 446 | HERITAGE WEALTH ADVISORS, LLC | 137484 | $4.86B | $4.86B | 36 | 2026-05-31 | → |
| 447 | COMPOUND PLANNING, INC. | 171787 | $4.85B | $4.85B | 119 | 2026-03-31 | → |
| 448 | MAINSTAY CAPITAL MANAGEMENT, LLC | 109528 | $4.84B | $4.84B | 33 | 2026-04-30 | → |
| 449 | CHICAGO CAPITAL, LLC | 291624 | $4.82B | $4.82B | 18 | 2026-01-31 | → |
| 450 | ALESCO ADVISORS LLC | 108590 | $4.81B | $4.81B | 27 | 2025-03-31 | → |
| 451 | CARDINAL POINT CAPITAL MANAGEMENT, ULC | 140619 | $4.81B | $4.81B | 56 | 2026-04-30 | → |
| 452 | SOWELL FINANCIAL SERVICES, LLC | 127145 | $4.81B | $4.81B | 162 | 2026-06-30 | → |
| 453 | BROWNSON, REHMUS & FOXWORTH, INC. | 110608 | $4.79B | $4.79B | 26 | 2026-03-31 | → |
| 454 | PACIFIC PORTFOLIO CONSULTING, LLC | 139505 | $4.79B | $4.79B | 22 | 2025-03-31 | → |
| 455 | HIGHPOINT ADVISOR GROUP, LLC | 316636 | $4.78B | $4.78B | 106 | 2026-05-31 | → |
| 456 | FOSTER GROUP, INC. | 107148 | $4.78B | $4.78B | 93 | 2026-03-31 | → |
| 457 | NATIONS FINANCIAL GROUP, INC. | 44181 | $4.77B | $4.77B | 94 | 2026-03-31 | → |
| 458 | AVIDIAN WEALTH ENTERPRISES, LLC | 127186 | $4.76B | $4.76B | 59 | 2026-06-30 | → |
| 459 | THE ASCENT GROUP, LLC | 314424 | $4.76B | $4.76B | 44 | 2026-03-31 | → |
| 460 | IFG ADVISORY, LLC | 168012 | $4.76B | $4.76B | 187 | 2026-03-31 | → |
| 461 | GWN SECURITIES INC. | 128929 | $4.75B | $4.75B | 707 | 2026-04-30 | → |
| 462 | KLINGENSTEIN, FIELDS & CO., L.P. | 105907 | $4.70B | $4.70B | 39 | 2026-05-31 | → |
| 463 | MCF ADVISORS, LLC | 130372 | $4.68B | $4.68B | 55 | 2026-05-31 | → |
| 464 | THE CLARIUS GROUP, LLC | 173347 | $4.68B | $4.68B | 35 | 2025-06-30 | → |
| 465 | BRAGG FINANCIAL ADVISORS INC | 108780 | $4.67B | $4.67B | 39 | 2026-03-31 | → |
| 466 | DIVERSIFY ADVISORY SERVICES, LLC | 326060 | $4.65B | $4.65B | 206 | 2026-06-30 | → |
| 467 | GRAYPOINT LLC | 135950 | $4.65B | $4.65B | 69 | 2025-10-31 | → |
| 468 | JOURNEY STRATEGIC WEALTH LLC | 310648 | $4.64B | $4.64B | 31 | 2026-03-31 | → |
| 469 | CAPITAL ASSET ADVISORY SERVICES, LLC. | 110929 | $4.64B | $4.64B | 136 | 2026-03-31 | → |
| 470 | HERITAGE INVESTORS MANAGEMENT CORP | 110420 | $4.63B | $4.63B | 22 | 2026-03-31 | → |
| 471 | VERDENCE CAPITAL ADVISORS, LLC | 288512 | $4.63B | $4.63B | 52 | 2026-05-31 | → |
| 472 | QUOTIENT WEALTH PARTNERS, LLC | 326819 | $4.61B | $4.61B | 60 | 2026-04-30 | → |
| 473 | SEVEN BRIDGES ADVISORS LLC | 158722 | $4.61B | $4.61B | 23 | 2026-06-30 | → |
| 474 | BAKER TILLY WEALTH MANAGEMENT, LLC | 167811 | $4.60B | $4.60B | 32 | 2026-01-31 | → |
| 475 | NORTHEAST FINANCIAL CONSULTANTS, LLC | 110361 | $4.59B | $4.59B | 8 | 2025-09-30 | → |
| 476 | TWIN FOCUS CAPITAL PARTNERS, LLC | 140522 | $4.58B | $4.58B | 37 | 2026-04-30 | → |
| 477 | LINSCOMB WEALTH, INC. | 106779 | $4.57B | $4.57B | 52 | 2026-02-28 | → |
| 478 | WHARTON BUSINESS GROUP, LLC | 133722 | $4.57B | $4.57B | 5 | 2026-03-31 | → |
| 479 | JOHNSON FINANCIAL GROUP LLC | 125101 | $4.53B | $4.53B | 62 | 2026-05-31 | → |
| 480 | LNW WEALTH MANAGEMENT, LLC | 113400 | $4.53B | $4.53B | 91 | 2025-10-31 | → |
| 481 | CWA ASSET MANAGEMENT GROUP, LLC | 158940 | $4.51B | $4.51B | 67 | 2026-04-30 | → |
| 482 | SPIRE WEALTH MANAGEMENT, LLC | 113908 | $4.51B | $4.51B | 145 | 2026-06-30 | → |
| 483 | GOELZER INVESTMENT MANAGEMENT, INC. | 44402 | $4.51B | $4.51B | 34 | 2026-03-31 | → |
| 484 | OSAIC FS, INC. | 3870 | $4.48B | $4.48B | 655 | 2025-01-31 | → |
| 485 | CLIFFORD SWAN INVESTMENT COUNSEL LLC | 108033 | $4.48B | $4.48B | 40 | 2026-02-28 | → |
| 486 | CONNECTICUT WEALTH MANAGEMENT, LLC | 154310 | $4.48B | $4.48B | 74 | 2026-05-31 | → |
| 487 | CX INSTITUTIONAL, LLC | 292627 | $4.46B | $4.46B | 130 | 2026-03-31 | → |
| 488 | PROVENANCE WEALTH ADVISORS, LLC | 126529 | $4.44B | $4.44B | 52 | 2026-01-31 | → |
| 489 | BEACON INVESTMENT ADVISORY SERVICES, INC. | 226547 | $4.44B | $4.44B | 51 | 2026-03-31 | → |
| 490 | ACCREDITED INVESTORS INC | 105439 | $4.41B | $4.41B | 53 | 2026-03-31 | → |
| 491 | ALASKA PERMANENT CAPITAL MANAGEMENT, LLC | 106233 | $4.40B | $4.40B | 13 | 2026-04-30 | → |
| 492 | SAND HILL GLOBAL ADVISORS, LLC | 111295 | $4.39B | $4.39B | 33 | 2026-03-31 | → |
| 493 | C2P CAPITAL ADVISORY GROUP, LLC | 156480 | $4.39B | $4.39B | 244 | 2026-03-31 | → |
| 494 | ADERO PARTNERS, LLC | 297808 | $4.38B | $4.38B | 50 | 2025-04-30 | → |
| 495 | ADVISORY ALPHA, LLC | 158282 | $4.37B | $4.37B | 66 | 2026-03-31 | → |
| 496 | GM ADVISORY GROUP, LLC | 147592 | $4.36B | $4.36B | 46 | 2026-03-31 | → |
| 497 | GOOD LIFE ADVISORS, LLC | 171898 | $4.35B | $4.35B | 135 | 2026-03-31 | → |
| 498 | IWP WEALTH MANAGEMENT LLC | 136314 | $4.32B | $4.32B | 33 | 2026-03-31 | → |
| 499 | PCA INVESTMENT ADVISORY SERVICES, INC. | 123475 | $4.31B | $4.31B | 15 | 2026-03-31 | → |
| 500 | PALLAS CAPITAL ADVISORS, LLC | 310327 | $4.31B | $4.31B | 28 | 2026-04-30 | → |
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