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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
← PreviousPage 9 of 10 · 1,000 firmsNext →
Rank↕Firm NameCRD↕AUM↕AUM↕Employees↕Latest Filing
801JAFFE TILCHIN INVESTMENT PARTNERS, LLC143608$2.45B$2.45B392026-05-31→
802RETIREMENT RESOURCES INVESTMENT CORPORATION47723$2.44B$2.44B72026-04-30→
803GRYPHON FINANCIAL PARTNERS, LLC288210$2.44B$2.44B312026-06-30→
804GUYASUTA INVESTMENT ADVISORS, INCORPORATED108400$2.44B$2.44B132026-02-28→
805HOWE AND RUSLING, INC.104627$2.44B$2.44B262026-05-31→
806REQUISITE CAPITAL MANAGEMENT LLC283107$2.43B$2.43B112026-03-31→
807BOULAY FINANCIAL ADVISORS, LLC111334$2.42B$2.42B442025-08-31→
808TRAYNOR CAPITAL MANAGEMENT, INC.138881$2.42B$2.42B122026-04-30→
809MERITAGE PORTFOLIO MANAGEMENT, INC.107177$2.42B$2.42B182026-02-28→
810WEALTH ARCHITECTS, LLC135373$2.42B$2.42B232026-03-31→
811MOODY, LYNN, LIEBERSON & WALKER, LLC283549$2.41B$2.41B142026-03-31→
812SENTRY ADVISORS, LLC174042$2.41B$2.41B42026-03-31→
813EFS ADVISORS LLC115211$2.40B$2.40B592026-03-31→
814STONEBRIDGE FINANCIAL GROUP, LLC337972$2.40B$2.40B102026-06-30→
815FULTON BREAKEFIELD BROENNIMAN,LLC108967$2.39B$2.39B212026-03-31→
816CAPITAL INVESTMENT ADVISORY SERVICES, LLC149124$2.39B$2.39B912026-03-31→
817WASHINGTON TRUST ADVISORS, INC.110407$2.39B$2.39B212026-05-31→
818NEWSQUARE CAPITAL, LLC152430$2.39B$2.39B212026-02-28→
819DDD PARTNERS, LLC301548$2.39B$2.39B242026-05-31→
820PARSONS CAPITAL MANAGEMENT INC106295$2.38B$2.38B222026-04-30→
821CASTLE ROCK ADVISORS LLC331429$2.38B$2.38B332026-04-30→
822WADDELL & ASSOCIATES, LLC283723$2.38B$2.38B212026-03-31→
823ANCHOR CAPITAL ADVISORS LLC105540$2.37B$2.37B422026-03-31→
824SMITH MOORE & CO.3441$2.37B$2.37B652026-03-31→
825CHECK CAPITAL MANAGEMENT INC107058$2.37B$2.37B122026-03-31→
826IFC ADVISORS LLC332157$2.34B$2.34B182026-03-31→
827FFT WEALTH MANAGEMENT LLC151225$2.34B$2.34B362026-06-30→
828PINNACLE WEALTH MANAGEMENT ADVISORY GROUP, LLC158332$2.34B$2.34B132026-03-31→
829KEYSTONE FINANCIAL GROUP, LLC170201$2.34B$2.34B492026-03-31→
830BALDWIN WEALTH PARTNERS, LLC105343$2.33B$2.33B342026-06-30→
831AMERICAN CENTURY INVESTMENTS PRIVATE CLIENT GROUP, INC.290043$2.33B$2.33B1052026-03-31→
832CALLAN CAPITAL, LLC142527$2.33B$2.33B212025-03-31→
833BELZBERG INVESTMENTS LLC315114$2.33B$2.33B222026-05-31→
834MAGNUS FINANCIAL GROUP LLC289423$2.33B$2.33B242026-03-31→
835CAPITA FINANCIAL NETWORK, LLC290558$2.32B$2.32B592026-03-31→
836LES PLACEMENTS LOUISBOURG INC. LOUISBOURG INVESTMENTS INC.329547$2.31B$2.31B282026-03-31→
837SUMMIT FINANCIAL STRATEGIES INC110112$2.31B$2.31B352026-02-28→
838MCKINLEY CARTER WEALTH SERVICES, INC.135184$2.31B$2.31B322026-03-31→
839SUMMIT WEALTH GROUP LLC335242$2.31B$2.31B802026-03-31→
840WILLOW CREEK WEALTH MANAGEMENT, INC.109240$2.30B$2.30B232026-04-30→
841A.G.P. / ALLIANCE GLOBAL PARTNERS, LLC8361$2.30B$2.30B3202026-06-30→
842TLG ADVISORS, INC.111052$2.30B$2.30B2902026-03-31→
843SUMMIT GLOBAL INVESTMENTS, LLC157091$2.29B$2.29B372026-06-30→
844VERUS CAPITAL PARTNERS, LLC151568$2.29B$2.29B682026-03-31→
845CORNERSTONE MANAGEMENT, INC.125828$2.29B$2.29B192026-03-31→
846FIDELIS CAPITAL PARTNERS, LLC322287$2.28B$2.28B222026-04-30→
847MONECO ADVISORS, LLC171922$2.28B$2.28B662026-06-30→
848SOUND VIEW WEALTH ADVISORS GROUP, LLC300927$2.28B$2.28B192026-03-31→
849GATEWAY WEALTH PARTNERS, LLC322789$2.28B$2.28B832026-06-30→
850TRAPHAGEN INVESTMENT ADVISORS LLC107764$2.28B$2.28B182026-03-31→
851STONEBRIDGE FINANCIAL GROUP, LLC327529$2.28B$2.28B292026-03-31→
852VESTOR CAPITAL, LLC165855$2.28B$2.28B272026-03-31→
853BEAIRD HARRIS WEALTH MANAGEMENT, LLC107238$2.27B$2.27B192026-03-31→
854FOCUSED WEALTH MANAGEMENT, INC.154828$2.27B$2.27B192026-03-31→
855SATHER FINANCIAL GROUP, INC.109344$2.27B$2.27B92026-01-31→
856MALOON, POWERS, PITRE, HIGGINS & DENNEHY, LLC110152$2.26B$2.26B142026-05-31→
857WATERLOO CAPITAL, L.P.133705$2.26B$2.26B642026-06-30→
858RATHER & KITTRELL, INC.114885$2.25B$2.25B322026-03-31→
859CORNERSTONE ADVISORY, LLC142359$2.25B$2.25B192026-03-31→
860TWELVE POINTS WEALTH MANAGEMENT LLC171107$2.24B$2.24B252026-05-31→
861BREED'S HILL CAPITAL LLC169314$2.24B$2.24B62025-09-30→
862BSW WEALTH PARTNERS, INC., A PUBLIC BENEFIT CORPORATION107485$2.24B$2.24B272026-05-31→
863KOSS-OLINGER CONSULTING, LLC.111855$2.23B$2.23B302026-04-30→
864HERITAGE INVESTMENT GROUP, INC.113204$2.23B$2.23B212026-03-31→
865HUMAN INVESTING, LLC133017$2.22B$2.22B282026-03-31→
866WEALTHQUEST CORPORATION141473$2.22B$2.22B422026-03-31→
867FOSTER DYKEMA CABOT & PARTNERS, LLC300282$2.22B$2.22B212026-03-31→
868DETALUS ADVISORS, LLC117958$2.22B$2.22B152026-03-31→
869TPG FINANCIAL ADVISORS, LLC141153$2.22B$2.22B212026-03-31→
870OAKMONT CORPORATION112337$2.22B$2.22B352026-03-31→
871GOLDEN STATE WEALTH MANAGEMENT, LLC167995$2.22B$2.22B452026-03-31→
872KILEY JUERGENS WEALTH MANAGEMENT, LLC151088$2.20B$2.20B262026-06-30→
873JOHN HANCOCK PERSONAL FINANCIAL SERVICES, LLC174433$2.20B$2.20B1492026-03-31→
8741834 INVESTMENT ADVISORS CO.105435$2.20B$2.20B452026-04-30→
875INDEPENDENCE ASSET ADVISORS, LLC152963$2.19B$2.19B52026-03-31→
876WEALTHPLAN INVESTMENT MANAGEMENT LLC311364$2.19B$2.19B342026-06-30→
877NADLER FINANCIAL GROUP, INC.122617$2.18B$2.18B282026-03-31→
878THE INVESTMENT COUNSEL COMPANY OF NEVADA19608$2.18B$2.18B112026-03-31→
879CONDOR CAPITAL MANAGEMENT104920$2.18B$2.18B312026-03-31→
880SIGMA INVESTMENT COUNSELORS, INC.104754$2.17B$2.17B202026-04-30→
881PDS PLANNING INC106895$2.17B$2.17B192026-03-31→
882ZUCKERMAN INVESTMENT GROUP, LLC137785$2.17B$2.17B152026-03-31→
883CAPITOL SECURITIES MANAGEMENT, INC.14169$2.16B$2.16B1702026-03-31→
884ABACUS PLANNING GROUP, INC.107994$2.16B$2.16B302026-04-30→
885OCTAVIA WEALTH ADVISORS LLC306909$2.15B$2.15B452026-06-30→
886EVOLVE PRIVATE WEALTH, LLC333932$2.15B$2.15B172026-06-30→
887ROOT FINANCIAL PARTNERS, LLC290289$2.15B$2.15B652026-06-30→
888PRIVATE ADVISORY GROUP LLC170043$2.14B$2.14B312026-06-30→
889ETHOS FINANCIAL GROUP, LLC321748$2.14B$2.14B382026-03-31→
890FINANCIAL MANAGEMENT NETWORK INC110454$2.14B$2.14B502025-12-31→
891VAN HULZEN ASSET MANAGEMENT, LLC116632$2.14B$2.14B212026-03-31→
892COASTEDGE PARTNERS, LLC149685$2.14B$2.14B162026-03-31→
893PINNACLE WEALTH PLANNING SERVICES, INC.106817$2.14B$2.14B352026-06-30→
894NEXT CAPITAL MANAGEMENT LLC110793$2.14B$2.14B232026-01-31→
895ROUNDVIEW CAPITAL, LLC148083$2.13B$2.13B132026-05-31→
896SUNCOAST EQUITY MANAGEMENT, LLC108289$2.11B$2.11B122026-03-31→
897PFG INVESTMENTS, LLC116537$2.11B$2.11B1612026-02-28→
898BRISTLECONE ADVISORS LLC109227$2.11B$2.11B192025-07-31→
899ELSER FINANCIAL PLANNING, INC.143311$2.11B$2.11B152026-03-31→
900FIDUCIARY ADVISORS, INC.108239$2.10B$2.10B42026-03-31→

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Sleeve1,000 firms · 2026-06-30