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
| Rank↕ | Firm Name | CRD↕ | AUM↕ | AUM↕ | Employees↕ | Latest Filing | |
|---|---|---|---|---|---|---|---|
| 801 | WERBA RUBIN PAPIER WEALTH MANAGEMENT, LLC | 139237 | $1.40B | $1.40B | 18 | 2026-06-30 | → |
| 802 | PIVOT CAPITAL PARTNERS LLC | 335324 | $1.40B | $1.40B | 2 | 2026-06-30 | → |
| 803 | LAUREL OAK WEALTH MANAGEMENT, LLC | 336824 | $1.40B | $1.40B | 22 | 2026-06-30 | → |
| 804 | ACORN FINANCIAL ADVISORY SERVICES, INC. | 116763 | $1.40B | $1.40B | 11 | 2026-06-30 | → |
| 805 | MATRIX ASSET ADVISORS INC | 107408 | $1.40B | $1.40B | 12 | 2026-03-31 | → |
| 806 | TRUSTMONT ADVISORY GROUP, INC. | 106015 | $1.40B | $1.40B | 61 | 2026-03-31 | → |
| 807 | MARIETTA WEALTH MANAGEMENT, LLC | 281782 | $1.39B | $1.39B | 12 | 2026-03-31 | → |
| 808 | INSPIRION WEALTH ADVISORS, LLC | 165174 | $1.39B | $1.39B | 12 | 2026-03-31 | → |
| 809 | IRONVIEW CAPITAL MANAGEMENT, LLC | 150250 | $1.39B | $1.39B | 12 | 2026-03-31 | → |
| 810 | SPC FINANCIAL INC | 104618 | $1.39B | $1.39B | 33 | 2025-03-31 | → |
| 811 | MOLONEY SECURITIES ASSET MANAGEMENT LLC | 282448 | $1.39B | $1.39B | 77 | 2025-03-31 | → |
| 812 | HAZLETT, BURT & WATSON, INC. | 396 | $1.39B | $1.39B | 20 | 2026-03-31 | → |
| 813 | MILLENNIUM INVESTMENT AND RETIREMENT ADVISORS, LLC | 117868 | $1.38B | $1.38B | 6 | 2026-06-30 | → |
| 814 | THE PINNACLE FINANCIAL GROUP | 164395 | $1.38B | $1.38B | 54 | 2026-03-31 | → |
| 815 | SHEPHERD FINANCIAL PARTNERS, LLC | 169093 | $1.38B | $1.38B | 24 | 2026-03-31 | → |
| 816 | THE PLANNING CENTER, INC. | 118994 | $1.37B | $1.37B | 28 | 2026-03-31 | → |
| 817 | BEIRNE WEALTH CONSULTING SERVICES, LLC | 167103 | $1.37B | $1.37B | 9 | 2026-03-31 | → |
| 818 | ONYX BRIDGE WEALTH GROUP LLC | 306097 | $1.37B | $1.37B | 32 | 2026-05-31 | → |
| 819 | BLACK DIAMOND FINANCIAL, LLC | 145108 | $1.37B | $1.37B | 17 | 2026-03-31 | → |
| 820 | NEXT LEVEL PRIVATE LLC | 313247 | $1.37B | $1.37B | 16 | 2026-03-31 | → |
| 821 | MERIDIAN WEALTH PARTNERS, LLC | 287768 | $1.37B | $1.37B | 13 | 2026-04-30 | → |
| 822 | FIRST NATIONAL ADVISORS LLC | 120859 | $1.37B | $1.37B | 10 | 2025-02-28 | → |
| 823 | ONE DAY IN JULY LLC | 284335 | $1.36B | $1.36B | 23 | 2026-02-28 | → |
| 824 | WESTMINSTER FINANCIAL ADVISORY CORP | 110283 | $1.36B | $1.36B | 43 | 2026-03-31 | → |
| 825 | 180 WEALTH ADVISORS, LLC | 284921 | $1.36B | $1.36B | 11 | 2026-02-28 | → |
| 826 | PACKERLAND BROKERAGE SERVICES, INC. | 37031 | $1.36B | $1.36B | 318 | 2026-04-30 | → |
| 827 | MIDWEST CAPITAL ADVISORS, LLC | 125389 | $1.36B | $1.36B | 11 | 2026-05-31 | → |
| 828 | SYMPHONY FINANCIAL, LTD. CO. | 171816 | $1.35B | $1.35B | 26 | 2026-04-30 | → |
| 829 | GALVIN, GAUSTAD & STEIN, LLC | 153410 | $1.35B | $1.35B | 17 | 2026-05-31 | → |
| 830 | INTELLUS ADVISORS, LLC | 332883 | $1.35B | $1.35B | 15 | 2026-03-31 | → |
| 831 | MOISAND FITZGERALD TAMAYO, LLC | 109419 | $1.35B | $1.35B | 30 | 2026-03-31 | → |
| 832 | SCF INVESTMENT ADVISORS, INC. | 123608 | $1.35B | $1.35B | 263 | 2025-09-30 | → |
| 833 | GRIES FINANCIAL LLC | 110031 | $1.35B | $1.35B | 30 | 2025-08-31 | → |
| 834 | MSH CAPITAL ADVISORS LLC | 157835 | $1.35B | $1.35B | 35 | 2026-04-30 | → |
| 835 | HILL INVESTMENT GROUP PARTNERS, LLC | 312052 | $1.35B | $1.35B | 12 | 2026-03-31 | → |
| 836 | STILLWATER CAPITAL ADVISORS, LLC | 149946 | $1.34B | $1.34B | 6 | 2026-05-31 | → |
| 837 | LODESTAR PRIVATE ASSET MANAGEMENT LLC | 107638 | $1.34B | $1.34B | 7 | 2026-03-31 | → |
| 838 | QUADCAP WEALTH MANAGEMENT, LLC | 151490 | $1.34B | $1.34B | 23 | 2026-03-31 | → |
| 839 | CYPRESS WEALTH SERVICES, LLC | 288992 | $1.34B | $1.34B | 21 | 2026-02-28 | → |
| 840 | CENTENNIAL SECURITIES COMPANY INC | 7763 | $1.34B | $1.34B | 45 | 2026-04-30 | → |
| 841 | FIDUCIARY FINANCIAL ADVISORS | 172103 | $1.33B | $1.33B | 50 | 2026-04-30 | → |
| 842 | CWS FINANCIAL ADVISORS LLC | 297000 | $1.33B | $1.33B | 12 | 2026-02-28 | → |
| 843 | LIVE OAK PRIVATE WEALTH, LLC | 297904 | $1.32B | $1.32B | 12 | 2026-04-30 | → |
| 844 | WALLINGTON ASSET MANAGEMENT, LLC | 143360 | $1.32B | $1.32B | 17 | 2026-03-31 | → |
| 845 | BARNES PETTEY FINANCIAL ADVISORS, LLC | 142944 | $1.31B | $1.31B | 13 | 2026-04-30 | → |
| 846 | MADISON WEALTH PARTNERS, INC. | 305824 | $1.30B | $1.30B | 17 | 2026-06-30 | → |
| 847 | PRUDENT INVESTOR ADVISORS, LLC | 121922 | $1.30B | $1.30B | 4 | 2026-03-31 | → |
| 848 | PBMARES WEALTH MANAGEMENT LLC | 116218 | $1.30B | $1.30B | 22 | 2025-11-30 | → |
| 849 | SYNERGY ASSET MANAGEMENT, LLC | 117201 | $1.30B | $1.30B | 14 | 2026-03-31 | → |
| 850 | BALLEW ADVISORS INC | 110522 | $1.30B | $1.30B | 11 | 2026-03-31 | → |
| 851 | IBEX WEALTH ADVISORS, LLC | 168674 | $1.28B | $1.28B | 10 | 2026-03-31 | → |
| 852 | NEWPORT CAPITAL GROUP, LLC | 144442 | $1.28B | $1.28B | 18 | 2026-03-31 | → |
| 853 | MCDONALD PARTNERS LLC | 135414 | $1.28B | $1.28B | 29 | 2026-06-30 | → |
| 854 | NORTH PIER FIDUCIARY MANAGEMENT, LLC | 148128 | $1.28B | $1.28B | 15 | 2026-04-30 | → |
| 855 | PETTINGA FINANCIAL ADVISORS, LLC | 156369 | $1.28B | $1.28B | 11 | 2026-06-30 | → |
| 856 | CIM INVESTMENT MANAGEMENT INC | 106292 | $1.28B | $1.28B | 7 | 2026-03-31 | → |
| 857 | NORTHSTAR FIDUCIARY PARTNERS, LLC | 284994 | $1.27B | $1.27B | 2 | 2026-04-30 | → |
| 858 | KEB ASSET MANAGEMENT, LLC | 117935 | $1.27B | $1.27B | 17 | 2026-01-31 | → |
| 859 | ARMSTRONG, FLEMING & MOORE, INC. | 107347 | $1.27B | $1.27B | 27 | 2026-06-30 | → |
| 860 | GRANITE BAY WEALTH MANAGEMENT, LLC | 174765 | $1.27B | $1.27B | 28 | 2026-06-30 | → |
| 861 | LEXAURUM ADVISORS, LLC | 283653 | $1.27B | $1.27B | 50 | 2026-03-31 | → |
| 862 | WEALTHSHIELD PARTNERS, LLC | 169584 | $1.27B | $1.27B | 23 | 2026-03-31 | → |
| 863 | ASSOCIATION FINANCIAL SERVICES INC. | 142205 | $1.27B | $1.27B | 19 | 2026-03-31 | → |
| 864 | ABSHER WEALTH MANAGEMENT, LLC | 304642 | $1.26B | $1.26B | 9 | 2026-05-31 | → |
| 865 | FIDUCIARY SERVICES LLC | 314777 | $1.26B | $1.26B | 7 | 2025-03-31 | → |
| 866 | TANAGER WEALTH MANAGEMENT LLP | 166084 | $1.26B | $1.26B | 45 | 2026-03-31 | → |
| 867 | MONTIS FINANCIAL, LLC | 163986 | $1.26B | $1.26B | 26 | 2026-03-31 | → |
| 868 | HOHIMER WEALTH MANAGEMENT, LLC | 300140 | $1.26B | $1.26B | 12 | 2026-03-31 | → |
| 869 | ONE WEALTH ADVISORS, LLC | 170910 | $1.25B | $1.25B | 13 | 2026-03-31 | → |
| 870 | BROOKWOOD INVESTMENT GROUP LLC | 316544 | $1.25B | $1.25B | 24 | 2026-03-31 | → |
| 871 | NORTHWEST FINANCIAL ADVISORS LLC | 166769 | $1.24B | $1.24B | 37 | 2026-03-31 | → |
| 872 | KPP ADVISORY SERVICES LLC | 289507 | $1.24B | $1.24B | 37 | 2026-05-31 | → |
| 873 | ARLINGTON FINANCIAL ADVISORS, LLC | 283288 | $1.24B | $1.24B | 16 | 2026-02-28 | → |
| 874 | WEALTH DIMENSIONS GROUP, LTD. | 107618 | $1.24B | $1.24B | 21 | 2026-03-31 | → |
| 875 | ASPIRE CAPITAL ADVISORS LLC | 298366 | $1.23B | $1.23B | 22 | 2026-04-30 | → |
| 876 | GRAVES LIGHT LENHART WEALTH, INC. | 298283 | $1.23B | $1.23B | 11 | 2026-03-31 | → |
| 877 | THREE SEASONS WEALTH | 326517 | $1.23B | $1.23B | 14 | 2026-03-31 | → |
| 878 | KWMG, LLC | 170293 | $1.23B | $1.23B | 30 | 2026-03-31 | → |
| 879 | SC&H FINANCIAL ADVISORS, INC. | 120666 | $1.23B | $1.23B | 24 | 2026-02-28 | → |
| 880 | VISION CAPITAL MANAGEMENT, INC. | 107793 | $1.23B | $1.23B | 13 | 2026-05-31 | → |
| 881 | COMPASS FINANCIAL GROUP, INC | 157109 | $1.23B | $1.23B | 13 | 2025-11-30 | → |
| 882 | DECISIONPOINT FINANCIAL, LLC | 296988 | $1.22B | $1.22B | 18 | 2026-03-31 | → |
| 883 | PREMIER PATH WEALTH PARTNERS, LLC | 325300 | $1.22B | $1.22B | 8 | 2026-05-31 | → |
| 884 | INVESTMENT METRICS, LLC | 158872 | $1.22B | $1.22B | 10 | 2026-03-31 | → |
| 885 | HAUSER RETIREMENT SOLUTIONS 2 LLC | 299959 | $1.21B | $1.21B | 5 | 2026-04-30 | → |
| 886 | FIELDER CAPITAL GROUP LLC | 156737 | $1.21B | $1.21B | 11 | 2026-03-31 | → |
| 887 | HAMILTON POINT INVESTMENT ADVISORS, LLC | 144534 | $1.21B | $1.21B | 12 | 2026-03-31 | → |
| 888 | COFG ADVISORS, LLC | 333344 | $1.21B | $1.21B | 19 | 2026-02-28 | → |
| 889 | WESPAC ADVISORS, LLC | 148242 | $1.21B | $1.21B | 10 | 2026-04-30 | → |
| 890 | ARISTA WEALTH MANAGEMENT, LLC | 141504 | $1.20B | $1.20B | 16 | 2026-04-30 | → |
| 891 | CEDAR MOUNTAIN ADVISORS, LLC | 140339 | $1.20B | $1.20B | 10 | 2026-03-31 | → |
| 892 | MODERN PORTFOLIO CONSULTANTS, LLC | 120846 | $1.20B | $1.20B | 3 | 2026-03-31 | → |
| 893 | CCG WEALTH MANAGEMENT, LLC | 296985 | $1.20B | $1.20B | 64 | 2026-06-30 | → |
| 894 | ASPIRE GROWTH PARTNERS LLC | 312063 | $1.19B | $1.19B | 5 | 2026-06-30 | → |
| 895 | FOUNDERS FINANCIAL ALLIANCE, LLC | 173011 | $1.19B | $1.19B | 31 | 2026-03-31 | → |
| 896 | ELLSWORTH ADVISORS, LLC | 297464 | $1.19B | $1.19B | 16 | 2026-02-28 | → |
| 897 | TENNESSEE VALLEY ASSET MANAGEMENT PARTNERS, LLC | 160321 | $1.19B | $1.19B | 38 | 2026-06-30 | → |
| 898 | CROSSMARK WEALTH MANAGEMENT, LLC | 289004 | $1.19B | $1.19B | 6 | 2026-06-30 | → |
| 899 | TCP ASSET MANAGEMENT, LLC | 286037 | $1.18B | $1.18B | 43 | 2026-02-28 | → |
| 900 | SIKICH CAPITAL MANAGEMENT LLC | 142640 | $1.18B | $1.18B | 22 | 2026-03-31 | → |
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