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 | |
|---|---|---|---|---|---|---|---|
| 401 | FIDUCIARY FINANCIAL GROUP, LLC | 285681 | $1.12B | $1.12B | 10 | 2026-06-30 | → |
| 402 | ADAMSBROWN WEALTH CONSULTANTS LLC | 308410 | $1.12B | $1.12B | 22 | 2026-02-28 | → |
| 403 | THE FINANCIAL ADVISORS, LLC | 146680 | $1.11B | $1.11B | 11 | 2025-12-31 | → |
| 404 | RHAME & GORRELL WEALTH MANAGEMENT, LLC | 283027 | $1.11B | $1.11B | 27 | 2026-03-31 | → |
| 405 | LAUREL WEALTH ADVISORS, LLC | 118469 | $1.11B | $1.11B | 9 | 2026-03-31 | → |
| 406 | PRAIRIEVIEW PARTNERS, LLC | 145743 | $1.09B | $1.09B | 21 | 2025-02-28 | → |
| 407 | ONE CHARLES PRIVATE WEALTH SERVICES, LLC | 286635 | $1.09B | $1.09B | 7 | 2026-05-31 | → |
| 408 | PKS ADVISORY SERVICES, LLC | 125648 | $1.09B | $1.09B | 45 | 2026-06-30 | → |
| 409 | LINEWEAVER WEALTH ADVISORS, LLC | 173310 | $1.08B | $1.08B | 21 | 2026-03-31 | → |
| 410 | BASELINE WEALTH MANAGEMENT LTD. | 155526 | $1.08B | $1.08B | 13 | 2026-06-30 | → |
| 411 | BPS WEALTH ADVISORS, INC. | 106249 | $1.08B | $1.08B | 5 | 2026-04-30 | → |
| 412 | ALLEN, MOONEY & BARNES INVESTMENT ADVISORS, LLC | 113106 | $1.07B | $1.07B | 22 | 2026-03-31 | → |
| 413 | CONCORD WEALTH PARTNERS | 118643 | $1.07B | $1.07B | 20 | 2026-03-31 | → |
| 414 | JACKSON WEALTH MANAGEMENT, LLC | 147642 | $1.07B | $1.07B | 10 | 2026-03-31 | → |
| 415 | MORLING FINANCIAL ADVISORS, LLC | 111819 | $1.05B | $1.05B | 21 | 2026-03-31 | → |
| 416 | BRIDGEPORT FINANCIAL SOLUTIONS LLC | 325485 | $1.05B | $1.05B | 9 | 2026-06-30 | → |
| 417 | HIGH PROBABILITY ADVISORS, LLC | 289541 | $1.05B | $1.05B | 16 | 2026-05-31 | → |
| 418 | WILLIAM MACK & ASSOCIATES INC | 107377 | $1.03B | $1.03B | 22 | 2026-04-30 | → |
| 419 | WALKNER CONDON FINANCIAL ADVISORS LLC | 160109 | $1.03B | $1.03B | 18 | 2026-06-30 | → |
| 420 | HARVEY INVESTMENT COMPANY, LLC | 110482 | $1.03B | $1.03B | 4 | 2026-05-31 | → |
| 421 | PARK PIEDMONT ADVISORS LLC | 129451 | $1.03B | $1.03B | 11 | 2025-09-30 | → |
| 422 | GLEN EAGLE ADVISORS, LLC | 282920 | $1.03B | $1.03B | 21 | 2026-04-30 | → |
| 423 | LAFLEUR & GODFREY LLC | 168831 | $1.02B | $1.02B | 7 | 2026-03-31 | → |
| 424 | SOLLINDA CAPITAL MANAGEMENT LLC | 321742 | $1.02B | $1.02B | 20 | 2026-06-30 | → |
| 425 | TEAMWORK FINANCIAL ADVISORS, LLC | 165237 | $1.01B | $1.01B | 29 | 2026-05-31 | → |
| 426 | ARCHER INVESTMENT CORPORATION | 136403 | $1.01B | $1.01B | 80 | 2026-03-31 | → |
| 427 | VERTEX PLANNING PARTNERS, LLC | 316839 | $1.01B | $1.01B | 20 | 2026-03-31 | → |
| 428 | FERMATA ADVISORS, LLC | 305614 | $1.01B | $1.01B | 26 | 2026-06-30 | → |
| 429 | LEGACY FINANCIAL GROUP, LLC | 154927 | $1.01B | $1.01B | 18 | 2026-05-31 | → |
| 430 | WORLD EQUITY GROUP, INC. | 29087 | $1.00B | $1.00B | 165 | 2026-06-30 | → |
| 431 | CAPSOUTH PARTNERS, INC. | 132517 | $1.00B | $1.00B | 22 | 2026-03-31 | → |
| 432 | ST. CLAIR ADVISORS, LLC | 155064 | $997.6M | $997.6M | 12 | 2026-03-31 | → |
| 433 | BCS FINANCIAL, LLC | 115489 | $987.4M | $987.4M | 12 | 2026-03-31 | → |
| 434 | WEALTH ALLIANCE ADVISORY GROUP, LLC | 290329 | $978.6M | $978.6M | 7 | 2026-06-30 | → |
| 435 | SUMMIT WEALTH & RETIREMENT PLANNING, INC. | 285972 | $978.1M | $978.1M | 12 | 2026-03-31 | → |
| 436 | MBE WEALTH MANAGEMENT, LLC | 165516 | $977.1M | $977.1M | 18 | 2026-02-28 | → |
| 437 | LIFEWORKS ADVISORS, LLC | 288255 | $966.7M | $966.7M | 48 | 2026-06-30 | → |
| 438 | MARIDEA WEALTH MANAGEMENT LLC | 325523 | $958.7M | $958.7M | 48 | 2026-06-30 | → |
| 439 | LEONARD RICKEY INVESTMENT ADVISORS, P.L.L.C. | 116891 | $958.1M | $958.1M | 19 | 2026-03-31 | → |
| 440 | CCM INVESTMENT GROUP, LLC | 327915 | $951.6M | $951.6M | 3 | 2025-03-31 | → |
| 441 | BRICKLEY WEALTH MANAGEMENT | 287487 | $950.1M | $950.1M | 7 | 2026-05-31 | → |
| 442 | PETROCAP, LLC | 169688 | $949.1M | $949.1M | 15 | 2026-03-31 | → |
| 443 | JOHNSON BIXBY & ASSOCIATES, LLC | 310839 | $933.7M | $933.7M | 15 | 2026-03-31 | → |
| 444 | BRIGHTON SECURITIES CORP. | 3875 | $931.0M | $931.0M | 26 | 2026-04-30 | → |
| 445 | WICK CAPITAL PARTNERS, LLC | 299194 | $929.7M | $929.7M | 11 | 2026-03-31 | → |
| 446 | INVESTMARK ADVISORY GROUP LLC | 121060 | $929.7M | $929.7M | 10 | 2026-03-31 | → |
| 447 | MOUNTAIN CAPITAL INVESTMENT ADVISORS INC | 156660 | $929.1M | $929.1M | 17 | 2026-05-31 | → |
| 448 | RIVERSEDGE ADVISORS, LLC | 298390 | $928.4M | $928.4M | 20 | 2026-06-30 | → |
| 449 | STATHEROS FINANCIAL SOLUTIONS, INC. | 306217 | $926.2M | $926.2M | 15 | 2026-06-30 | → |
| 450 | SPRINKLE FINANCIAL CONSULTANTS LLC | 112227 | $926.1M | $926.1M | 8 | 2026-03-31 | → |
| 451 | KMH WEALTH MANAGEMENT, LLC | 111610 | $923.1M | $923.1M | 10 | 2026-03-31 | → |
| 452 | STRATEGIC POINT INVESTMENT ADVISORS LLC | 124636 | $914.8M | $914.8M | 12 | 2026-03-31 | → |
| 453 | RMG WEALTH MANAGEMENT, LLC | 310363 | $914.0M | $914.0M | 23 | 2026-04-30 | → |
| 454 | CLARIS ADVISORS, LLC | 117734 | $911.1M | $911.1M | 3 | 2026-03-31 | → |
| 455 | DEAN INVESTMENT ASSOCIATES, LLC | 104635 | $909.3M | $909.3M | 10 | 2026-03-31 | → |
| 456 | ALLEY INVESTMENT MANAGEMENT COMPANY, LLC | 317544 | $907.2M | $907.2M | 9 | 2026-03-31 | → |
| 457 | ROUND ROCK ADVISORS LLC | 286007 | $906.7M | $906.7M | 22 | 2026-06-30 | → |
| 458 | CONVERGENCE FINANCIAL, LLC | 304146 | $904.0M | $904.0M | 18 | 2026-06-30 | → |
| 459 | FORMIDABLE ASSET MANAGEMENT, LLC | 167555 | $903.0M | $903.0M | 21 | 2026-03-31 | → |
| 460 | NAVIS WEALTH ADVISORS LLC | 311171 | $902.2M | $902.2M | 8 | 2026-06-30 | → |
| 461 | THE FAIRMAN GROUP, LLC | 121492 | $902.1M | $902.1M | 17 | 2026-03-31 | → |
| 462 | GREENUP STREET WEALTH MANAGEMENT LLC | 311391 | $900.4M | $900.4M | 20 | 2026-04-30 | → |
| 463 | WEALTHTRUST AXIOM, LLC | 145186 | $899.6M | $899.6M | 5 | 2026-03-31 | → |
| 464 | INVESTMENT PARTNERS LTD | 108913 | $892.3M | $892.3M | 20 | 2026-05-31 | → |
| 465 | UNITED CAPITAL MANAGEMENT OF KANSAS, INC. | 157755 | $884.8M | $884.8M | 46 | 2026-03-31 | → |
| 466 | BASEPOINT WEALTH, LLC | 289538 | $883.8M | $883.8M | 24 | 2026-02-28 | → |
| 467 | INTELLIGENCE DRIVEN ADVISERS, LLC | 299589 | $881.9M | $881.9M | 22 | 2026-03-31 | → |
| 468 | BURT ASSOCIATES, INCORPORATED | 105211 | $876.2M | $876.2M | 15 | 2025-07-31 | → |
| 469 | AFFINITY WEALTH MANAGEMENT LLC | 290735 | $872.5M | $872.5M | 17 | 2026-04-30 | → |
| 470 | SECURE ASSET MANAGEMENT, L.L.C. | 144046 | $870.6M | $870.6M | 54 | 2026-06-30 | → |
| 471 | REDW WEALTH LLC | 109446 | $869.2M | $869.2M | 15 | 2026-05-31 | → |
| 472 | INTEGRITY FINANCIAL CORPORATION | 137125 | $868.1M | $868.1M | 21 | 2026-03-31 | → |
| 473 | MCMILL WEALTH INC | 129015 | $862.3M | $862.3M | 50 | 2026-03-31 | → |
| 474 | THE HIGH NET WORTH ADVISORY GROUP, LLC | 309997 | $861.7M | $861.7M | 9 | 2026-01-31 | → |
| 475 | BRASS TAX WEALTH MANAGEMENT, INC. | 285249 | $860.2M | $860.2M | 29 | 2025-03-31 | → |
| 476 | LEELYN SMITH, LLC | 110517 | $852.3M | $852.3M | 38 | 2026-04-30 | → |
| 477 | APEIRON RIA LLC | 289273 | $852.0M | $852.0M | 17 | 2026-05-31 | → |
| 478 | WHITAKER-MYERS WEALTH MANAGERS, LTD. | 286093 | $850.6M | $850.6M | 30 | 2026-06-30 | → |
| 479 | PERSPECTIVE WEALTH PARTNERS, LLC | 140330 | $843.9M | $843.9M | 12 | 2026-02-28 | → |
| 480 | STONE HOUSE INVESTMENT MANAGEMENT, LLC | 139410 | $841.7M | $841.7M | 18 | 2026-03-31 | → |
| 481 | PINION INVESTMENT ADVISORS, LLC | 114556 | $837.1M | $837.1M | 12 | 2026-05-31 | → |
| 482 | MARKET STREET WEALTH MANAGEMENT, LLC | 155157 | $837.0M | $837.0M | 19 | 2026-03-31 | → |
| 483 | PEDDOCK CAPITAL ADVISORS, LLC | 148216 | $836.2M | $836.2M | 6 | 2026-06-30 | → |
| 484 | STRATEGIC INVESTMENT SOLUTIONS, INC. | 143128 | $830.2M | $830.2M | 14 | 2026-02-28 | → |
| 485 | GLOBAL FINANCIAL PRIVATE CLIENT, LLC | 290006 | $828.3M | $828.3M | 6 | 2026-03-31 | → |
| 486 | FORTIS GROUP ADVISORS LLC | 290427 | $822.4M | $822.4M | 29 | 2026-03-31 | → |
| 487 | FLC CAPITAL ADVISORS | 111822 | $822.2M | $822.2M | 9 | 2026-04-30 | → |
| 488 | DROMS STRAUSS ADVISORS, INC. | 108620 | $806.3M | $806.3M | 8 | 2026-03-31 | → |
| 489 | CLARUS VENTURES, LLC | 160980 | $805.6M | $805.6M | 31 | 2026-03-31 | → |
| 490 | CIM, LLC | 132136 | $804.3M | $804.3M | 12 | 2026-03-31 | → |
| 491 | HOXTON WEALTH USA LLC | 307387 | $803.5M | $803.5M | 74 | 2026-05-31 | → |
| 492 | THE O'DELL GROUP, LLC | 119850 | $803.3M | $803.3M | 15 | 2025-03-31 | → |
| 493 | KUHN ADVISORS, INC. | 117816 | $800.8M | $800.8M | 8 | 2026-05-31 | → |
| 494 | VERACITY CAPITAL LLC | 304272 | $799.8M | $799.8M | 12 | 2026-04-30 | → |
| 495 | BRADY MARTZ WEALTH SOLUTIONS, LLC | 331043 | $795.3M | $795.3M | 11 | 2026-06-30 | → |
| 496 | CENTRIC WEALTH MANAGEMENT, LLC | 133877 | $792.9M | $792.9M | 15 | 2026-04-30 | → |
| 497 | INVESTOR'S FIDUCIARY ADVISOR NETWORK, LLC | 159301 | $787.4M | $787.4M | 18 | 2026-03-31 | → |
| 498 | WATER ASSET MANAGEMENT, LLC | 151508 | $780.9M | $780.9M | 16 | 2026-05-31 | → |
| 499 | LIPE & DALTON,INC. | 132737 | $779.9M | $779.9M | 2 | 2026-02-28 | → |
| 500 | WISDOM FINANCIAL SERVICES, L.L.C. | 127385 | $779.2M | $779.2M | 14 | 2026-02-28 | → |
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