Research Report · 2026-06-30
Registered Investment Advisers with Insurance Affiliations
SEC-registered investment advisers that report a related insurance affiliation, ranked by AUM.
Firms
1,000
Total AUM
$7.31T
Median AUM
$776.5M
Latest Filing
2026-06-30
| Rank↕ | Firm Name | CRD↕ | AUM↕ | AUM↕ | Employees↕ | Latest Filing | |
|---|---|---|---|---|---|---|---|
| 201 | RUBINBROWN ADVISORS LLC | 116909 | $3.27B | $3.27B | 23 | 2025-11-30 | → |
| 202 | PFG ADVISORS, LLC | 173344 | $3.26B | $3.26B | 112 | 2026-03-31 | → |
| 203 | ADVOCACY WEALTH MANAGEMENT, LLC | 141943 | $3.24B | $3.24B | 36 | 2026-03-31 | → |
| 204 | LEO WEALTH, LLC | 283891 | $3.21B | $3.21B | 40 | 2026-06-30 | → |
| 205 | THE PROSPERITY CONSULTING GROUP, LLC | 133777 | $3.20B | $3.20B | 66 | 2026-06-30 | → |
| 206 | LUTZ FINANCIAL SERVICES, LLC | 117273 | $3.19B | $3.19B | 22 | 2026-03-31 | → |
| 207 | LION STREET ADVISORS, LLC | 167610 | $3.18B | $3.18B | 152 | 2025-04-30 | → |
| 208 | CSENGE ADVISORY GROUP, LLC | 131167 | $3.17B | $3.17B | 74 | 2026-03-31 | → |
| 209 | ADVISORNET FINANCIAL, INC. | 113074 | $3.15B | $3.15B | 131 | 2026-03-31 | → |
| 210 | GREENBACKER CAPITAL MANAGEMENT LLC | 277101 | $3.14B | $3.14B | 128 | 2026-03-31 | → |
| 211 | EARNED WEALTH ADVISORS, LLC | 108052 | $3.11B | $3.11B | 35 | 2026-03-31 | → |
| 212 | WINTHROP ADVISORY GROUP, LLC | 288178 | $3.10B | $3.10B | 40 | 2026-06-30 | → |
| 213 | GLENEAGLES INVESTMENT ADVISORS, LLC | 312306 | $3.08B | $3.08B | 4 | 2026-03-31 | → |
| 214 | GHP INVESTMENT ADVISORS INC | 107563 | $3.06B | $3.06B | 25 | 2026-03-31 | → |
| 215 | BLACKSTONE STRATEGIC ALLIANCE ADVISORS L.L.C. | 142922 | $3.01B | $3.01B | 293 | 2026-03-31 | → |
| 216 | VICUS CAPITAL, INC. | 116021 | $2.99B | $2.99B | 84 | 2026-03-31 | → |
| 217 | FAIRWAY WEALTH LLC | 311031 | $2.98B | $2.98B | 23 | 2026-03-31 | → |
| 218 | MARCUM WEALTH, LLC | 134628 | $2.97B | $2.97B | 38 | 2025-05-31 | → |
| 219 | IMPACT PARTNERSHIP WEALTH, LLC | 313928 | $2.96B | $2.96B | 100 | 2026-03-31 | → |
| 220 | RESONANT CAPITAL ADVISORS, LLC | 298451 | $2.96B | $2.96B | 25 | 2026-06-30 | → |
| 221 | CREATIVE FINANCIAL DESIGNS, INC. | 109032 | $2.94B | $2.94B | 170 | 2026-03-31 | → |
| 222 | CHAS. P. SMITH & ASSOCIATES, PA, CPA'S | 104914 | $2.89B | $2.89B | 60 | 2026-03-31 | → |
| 223 | CAPITAL COUNSEL LLC | 109001 | $2.87B | $2.87B | 13 | 2026-03-31 | → |
| 224 | FRAGASSO FINANCIAL ADVISORS INC. | 123255 | $2.83B | $2.83B | 35 | 2026-02-28 | → |
| 225 | MARINER INSTITUTIONAL, LLC | 111964 | $2.82B | $2.82B | 148 | 2026-06-30 | → |
| 226 | DIVERSIFIED ENTERPRISES, LLC | 331709 | $2.79B | $2.79B | 53 | 2026-06-30 | → |
| 227 | BLACKSTONE REAL ESTATE ADVISORS EUROPE L.P. | 135952 | $2.79B | $2.79B | 547 | 2026-03-31 | → |
| 228 | EQUITY SERVICES, INC. | 265 | $2.78B | $2.78B | 500 | 2026-03-31 | → |
| 229 | BAYSTATE WEALTH MANAGEMENT LLC | 151664 | $2.77B | $2.77B | 13 | 2026-03-31 | → |
| 230 | BISON WEALTH, LLC | 299805 | $2.74B | $2.74B | 78 | 2026-06-30 | → |
| 231 | GENNX360 MANAGEMENT COMPANY, LLC | 160331 | $2.69B | $2.69B | 21 | 2026-03-31 | → |
| 232 | WINDROSE ADVISORS LLC | 152145 | $2.67B | $2.67B | 23 | 2026-03-31 | → |
| 233 | TITLEIST ASSET MANAGEMENT, LLC | 323567 | $2.66B | $2.66B | 41 | 2026-06-30 | → |
| 234 | CAPITAL FOUR US INC. | 315650 | $2.64B | $2.64B | 8 | 2026-03-31 | → |
| 235 | COZAD ASSET MANAGEMENT INC | 104764 | $2.62B | $2.62B | 29 | 2026-03-31 | → |
| 236 | THE PORTFOLIO STRATEGY GROUP, LLC | 166593 | $2.62B | $2.62B | 15 | 2026-03-31 | → |
| 237 | TRAJAN WEALTH, L.L.C. | 158847 | $2.60B | $2.60B | 140 | 2026-03-31 | → |
| 238 | CHECCHI CAPITAL ADVISERS, LLC | 143478 | $2.59B | $2.59B | 29 | 2026-03-31 | → |
| 239 | ICON WEALTH ADVISORS, LLC | 319609 | $2.58B | $2.58B | 22 | 2026-04-30 | → |
| 240 | HOWARD CAPITAL MANAGEMENT GROUP, LLC | 310510 | $2.56B | $2.56B | 12 | 2026-03-31 | → |
| 241 | BLACKSTONE IRELAND FUND MANAGEMENT LIMITED | 292144 | $2.54B | $2.54B | 711 | 2026-05-31 | → |
| 242 | STRATEGIC BLUEPRINT, LLC | 284840 | $2.54B | $2.54B | 56 | 2026-05-31 | → |
| 243 | RKL WEALTH MANAGEMENT LLC | 122693 | $2.51B | $2.51B | 38 | 2026-03-31 | → |
| 244 | CORNERSTONE WEALTH GROUP, LLC | 289971 | $2.49B | $2.49B | 50 | 2026-03-31 | → |
| 245 | LVW ADVISORS, LLC | 159403 | $2.47B | $2.47B | 19 | 2026-03-31 | → |
| 246 | C-III INVESTMENT MANAGEMENT LLC | 156553 | $2.47B | $2.47B | 80 | 2026-03-31 | → |
| 247 | EVERHART FINANCIAL GROUP INC | 107091 | $2.46B | $2.46B | 59 | 2026-06-30 | → |
| 248 | JAFFE TILCHIN INVESTMENT PARTNERS, LLC | 143608 | $2.45B | $2.45B | 39 | 2026-05-31 | → |
| 249 | SONORA INVESTMENT MANAGEMENT GROUP, LLC | 315312 | $2.44B | $2.44B | 17 | 2025-03-31 | → |
| 250 | BOULAY FINANCIAL ADVISORS, LLC | 111334 | $2.42B | $2.42B | 44 | 2025-08-31 | → |
| 251 | FFT WEALTH MANAGEMENT LLC | 151225 | $2.34B | $2.34B | 36 | 2026-06-30 | → |
| 252 | PINNACLE WEALTH MANAGEMENT ADVISORY GROUP, LLC | 158332 | $2.34B | $2.34B | 13 | 2026-03-31 | → |
| 253 | BALDWIN WEALTH PARTNERS, LLC | 105343 | $2.33B | $2.33B | 34 | 2026-06-30 | → |
| 254 | AMERICAN CENTURY INVESTMENTS PRIVATE CLIENT GROUP, INC. | 290043 | $2.33B | $2.33B | 105 | 2026-03-31 | → |
| 255 | ARLINGTON PARTNERS LLC | 109335 | $2.31B | $2.31B | 14 | 2026-03-31 | → |
| 256 | TLG ADVISORS, INC. | 111052 | $2.30B | $2.30B | 290 | 2026-03-31 | → |
| 257 | VERUS CAPITAL PARTNERS, LLC | 151568 | $2.29B | $2.29B | 68 | 2026-03-31 | → |
| 258 | GRANT TANI BARASH & ALTMAN, LLC | 319128 | $2.28B | $2.28B | 89 | 2026-05-31 | → |
| 259 | MONECO ADVISORS, LLC | 171922 | $2.28B | $2.28B | 66 | 2026-06-30 | → |
| 260 | SOUND VIEW WEALTH ADVISORS GROUP, LLC | 300927 | $2.28B | $2.28B | 19 | 2026-03-31 | → |
| 261 | TRAPHAGEN INVESTMENT ADVISORS LLC | 107764 | $2.28B | $2.28B | 18 | 2026-03-31 | → |
| 262 | VESTOR CAPITAL, LLC | 165855 | $2.28B | $2.28B | 27 | 2026-03-31 | → |
| 263 | BEAIRD HARRIS WEALTH MANAGEMENT, LLC | 107238 | $2.27B | $2.27B | 19 | 2026-03-31 | → |
| 264 | LBMC INVESTMENT ADVISORS LLC | 108943 | $2.23B | $2.23B | 8 | 2026-03-31 | → |
| 265 | FOSTER DYKEMA CABOT & PARTNERS, LLC | 300282 | $2.22B | $2.22B | 21 | 2026-03-31 | → |
| 266 | PINNACLE WEALTH PLANNING SERVICES, INC. | 106817 | $2.14B | $2.14B | 35 | 2026-06-30 | → |
| 267 | QUADRANT PRIVATE WEALTH MANAGEMENT, LLC | 277044 | $2.10B | $2.10B | 19 | 2026-04-30 | → |
| 268 | FIRST HEARTLAND CONSULTANTS, INC. | 110377 | $2.09B | $2.09B | 96 | 2026-03-31 | → |
| 269 | NARWHAL CAPITAL MANAGMENT, LLC | 135958 | $2.08B | $2.08B | 18 | 2026-06-30 | → |
| 270 | ELLENBECKER INVESTMENT GROUP, INC. | 173851 | $2.06B | $2.06B | 51 | 2026-03-31 | → |
| 271 | MADISON AVENUE FINANCIAL SOLUTIONS, LLC | 307461 | $2.06B | $2.06B | 1 | 2026-05-31 | → |
| 272 | QUENT CAPITAL, LLC | 308203 | $2.05B | $2.05B | 17 | 2026-03-31 | → |
| 273 | OPEROSE ADVISORS LLC | 287465 | $2.04B | $2.04B | 20 | 2026-03-31 | → |
| 274 | PROVISE MANAGEMENT GROUP, LLC | 105375 | $2.03B | $2.03B | 22 | 2026-06-30 | → |
| 275 | MADISON AVENUE SECURITIES, LLC | 23224 | $2.02B | $2.02B | 125 | 2026-05-31 | → |
| 276 | SMITH ANGLIN FINANCIAL, LLC | 144386 | $2.01B | $2.01B | 16 | 2025-05-31 | → |
| 277 | JACKSON THORNTON WEALTH MANAGEMENT, LLC | 116091 | $2.01B | $2.01B | 16 | 2026-05-31 | → |
| 278 | THE HARBOR GROUP, INC. | 105637 | $2.00B | $2.00B | 22 | 2026-05-31 | → |
| 279 | TRUMBOWER FINANCIAL ADVISORS LLC | 107495 | $1.98B | $1.98B | 11 | 2026-03-31 | → |
| 280 | GREENWOOD GEARHART, LLC | 110379 | $1.97B | $1.97B | 26 | 2026-05-31 | → |
| 281 | THE FIDUCIARY GROUP, LLC | 221530 | $1.97B | $1.97B | 18 | 2026-03-31 | → |
| 282 | RVW WEALTH LLC | 140451 | $1.94B | $1.94B | 12 | 2026-06-30 | → |
| 283 | CFO4LIFE GROUP, LLC | 287600 | $1.94B | $1.94B | 22 | 2026-06-30 | → |
| 284 | FOURTHOUGHT FINANCIAL PARTNERS, LLC. | 323060 | $1.93B | $1.93B | 20 | 2026-04-30 | → |
| 285 | FALCON WEALTH PLANNING, INC. | 174092 | $1.92B | $1.92B | 42 | 2026-06-30 | → |
| 286 | CONTINUUM ADVISORY, LLC | 283155 | $1.91B | $1.91B | 66 | 2026-03-31 | → |
| 287 | PATRIOT INVESTMENT MANAGEMENT GROUP INC | 112155 | $1.91B | $1.91B | 25 | 2026-03-31 | → |
| 288 | ETON ADVISORS GROUP, LLC | 289395 | $1.89B | $1.89B | 11 | 2026-03-31 | → |
| 289 | CAPITAL MANAGEMENT ASSOCIATES INC | 105010 | $1.88B | $1.88B | 17 | 2026-03-31 | → |
| 290 | BLUE CHIP PARTNERS, LLC | 132437 | $1.88B | $1.88B | 34 | 2026-03-31 | → |
| 291 | SOVRAN ADVISORS, LLC | 329415 | $1.87B | $1.87B | 64 | 2026-03-31 | → |
| 292 | ASHTON THOMAS SECURITIES, LLC | 16629 | $1.86B | $1.86B | 46 | 2026-06-30 | → |
| 293 | KANAWHA CAPITAL MANAGEMENT, LLC | 118458 | $1.84B | $1.84B | 11 | 2026-04-30 | → |
| 294 | PALISADES HUDSON ASSET MANAGEMENT, L.P. | 109134 | $1.84B | $1.84B | 14 | 2026-03-31 | → |
| 295 | INDEPENDENCE SQUARE HOLDINGS, LLC | 300139 | $1.83B | $1.83B | 37 | 2026-03-31 | → |
| 296 | STRATEGIC INVESTMENT ADVISORS, LLC | 151501 | $1.82B | $1.82B | 16 | 2026-06-30 | → |
| 297 | SUMMIT FINANCIAL WEALTH ADVISORS, LLC | 171278 | $1.80B | $1.80B | 22 | 2026-03-31 | → |
| 298 | PARKWOODS WEALTH PARTNERS, LLC | 331565 | $1.79B | $1.79B | 46 | 2026-06-30 | → |
| 299 | INTRUA FINANCIAL LLC | 281554 | $1.75B | $1.75B | 53 | 2026-05-31 | → |
| 300 | SAPIENT PRIVATE WEALTH MANAGEMENT SERVICES, LLC | 159419 | $1.75B | $1.75B | 15 | 2026-03-31 | → |
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