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 | |
|---|---|---|---|---|---|---|---|
| 601 | TALIS ADVISORY SERVICES, LLC | 135145 | $568.8M | $568.8M | 60 | 2026-04-30 | → |
| 602 | RIA ADVISORY GROUP, LLC | 152566 | $568.4M | $568.4M | 25 | 2026-06-30 | → |
| 603 | FCG INVESTMENT COMPANY | 308192 | $568.2M | $568.2M | 10 | 2026-02-28 | → |
| 604 | EQUINUM, LLC | 304350 | $566.0M | $566.0M | 5 | 2026-04-30 | → |
| 605 | ADAMS WEALTH MANAGEMENT LLC | 286087 | $565.8M | $565.8M | 18 | 2026-04-30 | → |
| 606 | BROOKLYN FI, LLC | 292115 | $563.1M | $563.1M | 10 | 2026-06-30 | → |
| 607 | CAPITOL PRIVATE WEALTH GROUP LLC | 283257 | $562.1M | $562.1M | 8 | 2026-04-30 | → |
| 608 | MELIA GROUP LLC | 145402 | $560.1M | $560.1M | 7 | 2026-06-30 | → |
| 609 | CAPITAL INVESTMENT MANAGEMENT, INC | 113917 | $558.9M | $558.9M | 10 | 2026-04-30 | → |
| 610 | WEALTH SCIENCE ADVISORS LLC | 321031 | $558.7M | $558.7M | 9 | 2026-03-31 | → |
| 611 | LIFE LINE WEALTH MANAGEMENT LLC | 171051 | $557.6M | $557.6M | 6 | 2026-03-31 | → |
| 612 | QUANTUM FINANCIAL ADVISORS INC | 113563 | $557.5M | $557.5M | 10 | 2026-03-31 | → |
| 613 | HT PARTNERS LLC | 147400 | $556.3M | $556.3M | 7 | 2026-03-31 | → |
| 614 | ALLIANCE WEALTH ADVISORS, LLC | 314668 | $552.0M | $552.0M | 19 | 2026-05-31 | → |
| 615 | AMICUS FINANCIAL ADVISORS, LLC | 131315 | $550.9M | $550.9M | 19 | 2026-03-31 | → |
| 616 | SNIDER RETIREMENT STRATEGIES, INC. | 117392 | $549.7M | $549.7M | 15 | 2026-04-30 | → |
| 617 | GOLDEN RESERVE RETIREMENT, LLC | 283588 | $544.3M | $544.3M | 45 | 2026-03-31 | → |
| 618 | HEADWATER INVESTMENT CONSULTING,INC. | 133009 | $543.0M | $543.0M | 7 | 2026-03-31 | → |
| 619 | BEACON INVESTMENT ADVISORS LLC | 127368 | $541.9M | $541.9M | 2 | 2026-03-31 | → |
| 620 | GRAY PRIVATE WEALTH, LLC | 128547 | $540.7M | $540.7M | 8 | 2026-03-31 | → |
| 621 | WEALTH ADVISORS OF IOWA, LLC | 115088 | $539.4M | $539.4M | 12 | 2026-03-31 | → |
| 622 | BLACK KNIGHT WEALTH MANAGEMENT, LLC | 305515 | $539.2M | $539.2M | 14 | 2026-06-30 | → |
| 623 | GALLACHER CAPITAL MANAGEMENT LLC | 113189 | $539.0M | $539.0M | 14 | 2026-03-31 | → |
| 624 | THE CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC | 140551 | $538.8M | $538.8M | 7 | 2026-03-31 | → |
| 625 | MORRIS FINANCIAL CONCEPTS, INC. | 114862 | $538.4M | $538.4M | 10 | 2026-03-31 | → |
| 626 | ORIGIN CREDIT ADVISERS, LLC | 324839 | $538.0M | $538.0M | 8 | 2026-03-31 | → |
| 627 | SPG ADVISORS LLC | 284496 | $535.4M | $535.4M | 9 | 2026-03-31 | → |
| 628 | FINANCIAL INNOVATIONS, LLC | 142769 | $535.2M | $535.2M | 2 | 2026-03-31 | → |
| 629 | NATIONAL WEALTH MANAGEMENT GROUP, LLC | 174883 | $534.9M | $534.9M | 18 | 2026-04-30 | → |
| 630 | MEZZASALMA ADVISORS, LLC | 129045 | $534.4M | $534.4M | 8 | 2026-03-31 | → |
| 631 | GRYPHON ADVISORS, LLC | 132389 | $533.3M | $533.3M | 8 | 2025-03-31 | → |
| 632 | TRINITY PORTFOLIO ADVISORS, LLC | 151721 | $530.5M | $530.5M | 13 | 2026-03-31 | → |
| 633 | NAVIGATE PRIVATE WEALTH, LLC | 170774 | $529.2M | $529.2M | 11 | 2026-03-31 | → |
| 634 | ROSECAP INVESTMENT ADVISORS, LLC | 152054 | $527.5M | $527.5M | 8 | 2026-03-31 | → |
| 635 | RDL FINANCIAL, INC. | 111647 | $526.8M | $526.8M | 13 | 2025-04-30 | → |
| 636 | REIFY WEALTH ADVISORS, INC. | 121978 | $524.4M | $524.4M | 15 | 2026-03-31 | → |
| 637 | MOWERY & SCHOENFELD WEALTH MANAGEMENT, LLC | 118366 | $524.4M | $524.4M | 10 | 2026-01-31 | → |
| 638 | DENVER PWM, LLC | 171139 | $524.4M | $524.4M | 6 | 2026-03-31 | → |
| 639 | PATHWAY FINANCIAL ADVISERS, LLC | 166237 | $524.2M | $524.2M | 8 | 2026-03-31 | → |
| 640 | FINANCIAL GRAVITY ASSET MANAGEMENT, INC. | 144008 | $523.4M | $523.4M | 5 | 2025-12-31 | → |
| 641 | LEADING EDGE FINANCIAL PLANNING LLC | 277149 | $521.8M | $521.8M | 15 | 2026-06-30 | → |
| 642 | KINGDOM FINANCIAL GROUP, LLC | 155676 | $520.9M | $520.9M | 51 | 2026-03-31 | → |
| 643 | ALTERA PRIVATE ACCESS, LLC | 287467 | $519.1M | $519.1M | 13 | 2026-05-31 | → |
| 644 | BGM WEALTH PARTNERS, LLC | 110483 | $517.5M | $517.5M | 8 | 2026-01-31 | → |
| 645 | ALLIANCE WEALTH MANAGEMENT GROUP, LLC | 169573 | $517.4M | $517.4M | 13 | 2026-02-28 | → |
| 646 | FIAT WEALTH MANAGEMENT LLC | 318201 | $517.4M | $517.4M | 18 | 2026-06-30 | → |
| 647 | TOWER BAY ASSET MANAGEMENT LP | 317104 | $513.6M | $513.6M | 10 | 2026-03-31 | → |
| 648 | SERENITY INVESTMENT ADVISORS LLC | 307924 | $513.6M | $513.6M | 7 | 2026-05-31 | → |
| 649 | TAYLOR & MORGAN WEALTH MANAGEMENT, LLC | 156177 | $512.5M | $512.5M | 8 | 2026-03-31 | → |
| 650 | MADISON ADVISORY SERVICES, INC. | 132386 | $509.7M | $509.7M | 16 | 2026-04-30 | → |
| 651 | PLATFORM WEALTH MANAGEMENT, LLC | 329313 | $509.0M | $509.0M | 17 | 2026-06-30 | → |
| 652 | KAUFMAN ROSSIN WEALTH, LLC | 301921 | $506.7M | $506.7M | 11 | 2026-03-31 | → |
| 653 | ONYX FINANCIAL ADVISORS, LLC | 134881 | $506.4M | $506.4M | 10 | 2026-02-28 | → |
| 654 | DOUGHERTY WEALTH ADVISERS LLC | 143138 | $505.4M | $505.4M | 5 | 2026-05-31 | → |
| 655 | PINERIDGE ADVISORS, LLC | 315100 | $504.2M | $504.2M | 10 | 2026-05-31 | → |
| 656 | SHARP WEALTH ADVISORY, LLC | 289325 | $502.1M | $502.1M | 9 | 2026-03-31 | → |
| 657 | FAMILY FINANCIAL SOLUTIONS GROUP, LLC | 172725 | $500.7M | $500.7M | 1 | 2026-03-31 | → |
| 658 | PANDOWEALTH. LLC | 281456 | $500.3M | $500.3M | 28 | 2026-04-30 | → |
| 659 | HC ADVISORS LLC | 165200 | $500.2M | $500.2M | 8 | 2026-03-31 | → |
| 660 | PITZL FINANCIAL, LLC | 171441 | $498.0M | $498.0M | 8 | 2026-02-28 | → |
| 661 | WILLIAM MADISON ADVISORS, INC. | 294782 | $497.7M | $497.7M | 8 | 2026-03-31 | → |
| 662 | ALEXANDER INVESTMENT SERVICES CO. | 1037 | $496.3M | $496.3M | 12 | 2026-03-31 | → |
| 663 | SEMMAX FINANCIAL ADVISORS, INC. | 144978 | $495.4M | $495.4M | 18 | 2026-03-31 | → |
| 664 | PORTFOLIO ADVISORY COUNCIL, L.L.C. | 107465 | $494.9M | $494.9M | 9 | 2026-03-31 | → |
| 665 | TRUE WEALTH DESIGN, LLC | 143194 | $494.0M | $494.0M | 12 | 2026-05-31 | → |
| 666 | KOLINSKY WEALTH MANAGEMENT, LLC | 153763 | $493.8M | $493.8M | 11 | 2025-03-31 | → |
| 667 | FUSION CAPITAL, LLC | 154726 | $492.3M | $492.3M | 6 | 2026-03-31 | → |
| 668 | HANC WEALTH MANAGEMENT, LLC | 249789 | $492.1M | $492.1M | 5 | 2026-04-30 | → |
| 669 | WHITCOMB & HESS, INC. | 121064 | $490.7M | $490.7M | 31 | 2026-02-28 | → |
| 670 | LIFEWEALTH INVESTMENTS, LLC | 332978 | $490.6M | $490.6M | 22 | 2026-03-31 | → |
| 671 | IFRAH FINANCIAL SERVICES, INC. | 136925 | $489.1M | $489.1M | 14 | 2026-02-28 | → |
| 672 | HRC WEALTH MANAGEMENT, LLC | 117212 | $487.4M | $487.4M | 8 | 2026-03-31 | → |
| 673 | ABR CAPITAL PARTNERS, LLC | 152121 | $487.2M | $487.2M | 26 | 2026-05-31 | → |
| 674 | VANTAGE POINT FINANCIAL LLC | 305016 | $484.6M | $484.6M | 17 | 2026-05-31 | → |
| 675 | PHYSICIANS FINANCIAL SERVICES, INC. | 118519 | $482.3M | $482.3M | 6 | 2026-03-31 | → |
| 676 | CROSS FINANCIAL ADVISORS, LLC | 287686 | $481.8M | $481.8M | 12 | 2026-03-31 | → |
| 677 | PRIEBE WEALTH HOLDINGS, LLC | 309628 | $480.8M | $480.8M | 7 | 2025-03-31 | → |
| 678 | AF ADVISORS, INC. | 149683 | $479.8M | $479.8M | 2 | 2026-03-31 | → |
| 679 | IDB LIDO WEALTH, LLC | 322488 | $478.4M | $478.4M | 14 | 2026-05-31 | → |
| 680 | GREAT OAK CAPITAL PARTNERS, LLC | 281045 | $477.9M | $477.9M | 7 | 2026-04-30 | → |
| 681 | FINANCIAL ARCITECTS, INC | 148897 | $472.5M | $472.5M | 12 | 2026-02-28 | → |
| 682 | WEALTHEDGE INVESTMENT ADVISORS, LLC | 126337 | $472.1M | $472.1M | 9 | 2026-04-30 | → |
| 683 | KASSOUF WEALTH ADVISORS, LLC | 122683 | $471.3M | $471.3M | 10 | 2026-03-31 | → |
| 684 | SAND CREEK CAPITAL, LLC | 326719 | $471.2M | $471.2M | 8 | 2026-06-30 | → |
| 685 | VAN CLEMENS WEALTH MANAGEMENT, LLC | 297362 | $470.4M | $470.4M | 28 | 2026-06-30 | → |
| 686 | NOVA FINANCIAL LLC | 150148 | $469.4M | $469.4M | 10 | 2026-03-31 | → |
| 687 | COSTON, MCISAAC, AND PARTNERS INC. | 194515 | $466.9M | $466.9M | 12 | 2026-05-31 | → |
| 688 | JOHN F SUBY WEALTH MANAGEMENT LLC | 150824 | $464.9M | $464.9M | 3 | 2026-04-30 | → |
| 689 | HMV WEALTH ADVISORS, LLC | 297747 | $464.8M | $464.8M | 4 | 2025-09-30 | → |
| 690 | WEBSTERROGERS FINANCIAL ADVISORS, LLC | 121006 | $460.5M | $460.5M | 9 | 2026-03-31 | → |
| 691 | BETA WEALTH GROUP, INC | 165224 | $460.3M | $460.3M | 3 | 2026-06-30 | → |
| 692 | WARNER GROUP LLC | 334877 | $458.5M | $458.5M | 20 | 2026-04-30 | → |
| 693 | GLOBAL WEALTH STRATEGIES AND ASSOCIATES, LLC | 316072 | $457.0M | $457.0M | 10 | 2026-05-31 | → |
| 694 | AGH WEALTH ADVISORS, LLC | 146796 | $456.3M | $456.3M | 6 | 2026-03-31 | → |
| 695 | LGT FINANCIAL ADVISORS LLC | 111575 | $456.1M | $456.1M | 5 | 2026-03-31 | → |
| 696 | SIGNATURE WEALTH MANAGEMENT PARTNERS, LLC | 298315 | $454.2M | $454.2M | 8 | 2026-03-31 | → |
| 697 | KRAFT ASSET MANAGEMENT, LLC | 119139 | $453.7M | $453.7M | 2 | 2025-08-31 | → |
| 698 | SILVER GROVE FINANCIAL GROUP, INC. | 287512 | $453.6M | $453.6M | 17 | 2026-06-30 | → |
| 699 | OLD NORTH STATE WEALTH MANAGEMENT, LLC | 148659 | $452.6M | $452.6M | 6 | 2026-03-31 | → |
| 700 | BLACKHAWK CAPITAL PARTNERS, LLC | 158020 | $452.0M | $452.0M | 6 | 2026-06-30 | → |
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