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Research Report · 2026-06-30

Registered Investment Advisers Reporting Fund Selection

SEC-registered investment advisers that report fund selection services, ranked by AUM.

Firms
1,000
Total AUM
$39.53T
Median AUM
$2.85B
Latest Filing
2026-06-30
← PreviousPage 6 of 10 · 1,000 firmsNext →
Rank↕Firm NameCRD↕AUM↕AUM↕Employees↕Latest Filing
501COOPER FINANCIAL GROUP111458$2.85B$2.85B532026-06-30→
502INVESTMENT CONSULTING GROUP INC106967$2.84B$2.84B62026-03-31→
503STRATEGIC CAPITAL ALLOCATION GROUP, L.L.C.114922$2.84B$2.84B02026-03-31→
504WEST FINANCIAL SERVICES, INC.137497$2.84B$2.84B392026-06-30→
505FRAGASSO FINANCIAL ADVISORS INC.123255$2.83B$2.83B352026-02-28→
506TREK FINANCIAL, LLC109376$2.82B$2.82B552026-05-31→
507MARINER INSTITUTIONAL, LLC111964$2.82B$2.82B1482026-06-30→
508STRATEGIC FINANCIAL SERVICES, INC.109677$2.81B$2.81B392026-03-31→
509ROTHSCHILD INVESTMENT LLC728$2.79B$2.79B392026-03-31→
510DIVERSIFIED ENTERPRISES, LLC331709$2.79B$2.79B532026-06-30→
511BERKSHIRE ASSET MANAGEMENT, LLC145463$2.79B$2.79B112026-03-31→
512STONE HILL FIDUCIARY MANAGEMENT, LLC164981$2.79B$2.79B32026-03-31→
513LRI INVESTMENTS, LLC323556$2.78B$2.78B352026-02-28→
514EQUITY SERVICES, INC.265$2.78B$2.78B5002026-03-31→
515EXPAND FINANCIAL, LLC152515$2.77B$2.77B62026-03-31→
516RYAN ALM ADVISERS, LLC135781$2.75B$2.75B42026-01-31→
517ARETE WEALTH ADVISORS, LLC145488$2.75B$2.75B1352026-06-30→
518GUARDIAN WEALTH ADVISORS, LLC305412$2.74B$2.74B502026-03-31→
519BISON WEALTH, LLC299805$2.74B$2.74B782026-06-30→
520CFS INVESTMENT ADVISORY SERVICES LLC106577$2.73B$2.73B132026-03-31→
521SSB WEALTH MANAGEMENT, INC.306510$2.73B$2.73B202026-06-30→
522KBS REALTY ADVISORS, LLC119662$2.72B$2.72B752026-03-31→
523RTD FINANCIAL ADVISORS INC110744$2.72B$2.72B392026-02-28→
524BILL FEW ASSOCIATES, INC.133561$2.72B$2.72B312026-03-31→
525DUNCAN WILLIAMS ASSET MANAGEMENT, LLC174809$2.69B$2.69B212026-03-31→
526PRECISION CAPITAL ADVISORS, LLC157784$2.69B$2.69B92026-05-31→
527PINE VALLEY INVESTMENTS LIMITED LIABILITY COMPANY173995$2.67B$2.67B372026-03-31→
52836 NORTH CAPITAL MANAGEMENT, LLC317557$2.67B$2.67B42026-02-28→
529MULTNOMAH GROUP, INC.132131$2.67B$2.67B212026-03-31→
530PHILLIPS AND COMPANY ADVISORS LLC167214$2.66B$2.66B192026-03-31→
531MITCHELL, MCLEOD, PUGH & WILLIAMS, INC.138240$2.66B$2.66B152026-03-31→
532TITLEIST ASSET MANAGEMENT, LLC323567$2.66B$2.66B412026-06-30→
533GARDE CAPITAL, INC.151043$2.65B$2.65B182026-03-31→
534IPEX, INC.124337$2.65B$2.65B32026-06-30→
535EMBREE FINANCIAL GROUP108233$2.64B$2.64B192026-02-28→
536JACOBI CAPITAL MANAGEMENT, LLC147663$2.64B$2.64B312026-06-30→
537THE PATRIOT FINANCIAL GROUP INSURANCE AGENCY, LLC172470$2.64B$2.64B592026-06-30→
538PHILLIPS FINANCIAL MANAGEMENT, LLC131344$2.64B$2.64B322026-03-31→
539COZAD ASSET MANAGEMENT INC104764$2.62B$2.62B292026-03-31→
540POPULAR SECURITIES, LLC8096$2.62B$2.62B912026-03-31→
541INGHAM RUSSELL INVESTMENT ADVISORS INC106299$2.62B$2.62B102026-03-31→
542LCG ASSOCIATES, INC.105971$2.61B$2.61B582026-03-31→
543TRADITION WEALTH MANAGEMENT LLC128314$2.60B$2.60B322026-06-30→
544MAPLE CAPITAL MANAGEMENT, INC.130209$2.58B$2.58B272026-03-31→
545INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC144426$2.57B$2.57B1242026-01-31→
546GLASSMAN WEALTH SERVICES, LLC151478$2.56B$2.56B212026-04-30→
547STRATEGIC BLUEPRINT, LLC284840$2.54B$2.54B562026-05-31→
548CKW FINANCIAL GROUP, LLC152116$2.53B$2.53B72026-03-31→
549RKL WEALTH MANAGEMENT LLC122693$2.51B$2.51B382026-03-31→
550MAIN STREET FINANCIAL SOLUTIONS, LLC305834$2.51B$2.51B412026-03-31→
551HILLTOP SECURITIES INC.6220$2.51B$2.51B922026-03-31→
552NORTH STAR INVESTMENT MANAGEMENT CORPORATION117681$2.50B$2.50B262026-04-30→
553PERENNIAL INVESTMENT ADVISORS, LLC286477$2.50B$2.50B712026-03-31→
554ALPHASTAR CAPITAL MANAGEMENT, LLC157423$2.50B$2.50B1502026-05-31→
555CORNERSTONE WEALTH GROUP, LLC289971$2.49B$2.49B502026-03-31→
556WARWICK INVESTMENT MANAGEMENT, INC.105951$2.48B$2.48B92026-06-30→
557LVW ADVISORS, LLC159403$2.47B$2.47B192026-03-31→
558GROVE POINT ADVISORS, LLC313171$2.47B$2.47B3892025-07-31→
559OXBOW ADVISORS, LLC156393$2.46B$2.46B132026-06-30→
560EVERHART FINANCIAL GROUP INC107091$2.46B$2.46B592026-06-30→
561FIDUCIARY FIRST, LLC150330$2.46B$2.46B72026-03-31→
562URBAN INVESTMENT ADVISORS, INC.,222524$2.45B$2.45B32026-06-30→
563SILVER OAK SECURITIES INCORPORATED46947$2.45B$2.45B1032026-05-31→
564JAFFE TILCHIN INVESTMENT PARTNERS, LLC143608$2.45B$2.45B392026-05-31→
565RETIREMENT RESOURCES INVESTMENT CORPORATION47723$2.44B$2.44B72026-04-30→
566BOULAY FINANCIAL ADVISORS, LLC111334$2.42B$2.42B442025-08-31→
567TRAYNOR CAPITAL MANAGEMENT, INC.138881$2.42B$2.42B122026-04-30→
568MERITAGE PORTFOLIO MANAGEMENT, INC.107177$2.42B$2.42B182026-02-28→
569EFS ADVISORS LLC115211$2.40B$2.40B592026-03-31→
570STONEBRIDGE FINANCIAL GROUP, LLC337972$2.40B$2.40B102026-06-30→
571CAPITAL INVESTMENT ADVISORY SERVICES, LLC149124$2.39B$2.39B912026-03-31→
572WASHINGTON TRUST ADVISORS, INC.110407$2.39B$2.39B212026-05-31→
573NEWSQUARE CAPITAL, LLC152430$2.39B$2.39B212026-02-28→
574DDD PARTNERS, LLC301548$2.39B$2.39B242026-05-31→
575WADDELL & ASSOCIATES, LLC283723$2.38B$2.38B212026-03-31→
576ANCHOR CAPITAL ADVISORS LLC105540$2.37B$2.37B422026-03-31→
577STAIRWAY PARTNERS, LLC133157$2.36B$2.36B52026-01-31→
578SPRUCEVIEW CAPITAL PARTNERS LLC171963$2.34B$2.34B252026-03-31→
579PINNACLE WEALTH MANAGEMENT ADVISORY GROUP, LLC158332$2.34B$2.34B132026-03-31→
580MAGNUS FINANCIAL GROUP LLC289423$2.33B$2.33B242026-03-31→
581MILLIMAN ADVISORS, LLC112245$2.32B$2.32B12026-06-30→
582SUMMIT FINANCIAL STRATEGIES INC110112$2.31B$2.31B352026-02-28→
583SUMMIT WEALTH GROUP LLC335242$2.31B$2.31B802026-03-31→
584TLG ADVISORS, INC.111052$2.30B$2.30B2902026-03-31→
585VERUS CAPITAL PARTNERS, LLC151568$2.29B$2.29B682026-03-31→
586CORNERSTONE MANAGEMENT, INC.125828$2.29B$2.29B192026-03-31→
587FIDELIS CAPITAL PARTNERS, LLC322287$2.28B$2.28B222026-04-30→
588SELLWOOD INVESTMENT PARTNERS LLC164696$2.28B$2.28B162026-06-30→
589MONECO ADVISORS, LLC171922$2.28B$2.28B662026-06-30→
590SOUND VIEW WEALTH ADVISORS GROUP, LLC300927$2.28B$2.28B192026-03-31→
591GATEWAY WEALTH PARTNERS, LLC322789$2.28B$2.28B832026-06-30→
592STONEBRIDGE FINANCIAL GROUP, LLC327529$2.28B$2.28B292026-03-31→
593J.DEREK LEWIS & ASSOCIATES, INC.122307$2.28B$2.28B102026-05-31→
594YHB INVESTMENT ADVISORS INC105434$2.28B$2.28B302026-03-31→
595BEAIRD HARRIS WEALTH MANAGEMENT, LLC107238$2.27B$2.27B192026-03-31→
596FOCUSED WEALTH MANAGEMENT, INC.154828$2.27B$2.27B192026-03-31→
597SATHER FINANCIAL GROUP, INC.109344$2.27B$2.27B92026-01-31→
598WATERLOO CAPITAL, L.P.133705$2.26B$2.26B642026-06-30→
599RATHER & KITTRELL, INC.114885$2.25B$2.25B322026-03-31→
600CORNERSTONE ADVISORY, LLC142359$2.25B$2.25B192026-03-31→

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Sleeve1,000 firms · 2026-06-30