Research Report · 2026-06-30
Top Registered Investment Advisers by Corporate Clients
SEC-registered investment advisers ranked by reported corporation and business clients.
Firms
1,000
Total AUM
$68.10T
Median AUM
$4.30B
Latest Filing
2026-06-30
| Rank↕ | Firm Name | CRD↕ | Corporate Clients↕ | AUM↕ | Employees↕ | Latest Filing | |
|---|---|---|---|---|---|---|---|
| 901 | VERUM PARTNERS LLC | 301058 | 26 | $1.01B | 17 | 2026-03-31 | → |
| 902 | OAKWORTH ASSET MANAGEMENT, LLC | 335388 | 26 | $846.3M | 20 | 2026-03-31 | → |
| 903 | GARDEN STATE INVESTMENT ADVISORY SERVICES, LLC | 133088 | 26 | $673.8M | 32 | 2026-03-31 | → |
| 904 | CYRUS J. LAWRENCE LLC | 174034 | 26 | $591.5M | 7 | 2025-04-30 | → |
| 905 | HOBBS GROUP ADVISORS LLC | 157274 | 26 | $584.4M | 8 | 2026-03-31 | → |
| 906 | LEGACY CAPITAL GROUP CALIFORNIA, INC. | 111436 | 26 | $535.7M | 17 | 2026-04-30 | → |
| 907 | OLIVER CAPITAL MANAGEMENT, LLC | 127606 | 26 | $505.5M | 2 | 2026-03-31 | → |
| 908 | FSB PREMIER WEALTH MANAGEMENT, INC. | 15898 | 26 | $431.7M | 12 | 2026-03-31 | → |
| 909 | BROADWAY WEALTH SOLUTIONS, INC. | 291753 | 26 | $308.1M | 11 | 2026-03-31 | → |
| 910 | MANER WEALTH, LLC | 308146 | 26 | $299.5M | 3 | 2026-04-30 | → |
| 911 | RFM FINANCIAL SOLUTIONS, LLC | 124468 | 26 | $260.1M | 6 | 2025-12-31 | → |
| 912 | SKY ALPHA ASSET ADVISORS LLC | 295839 | 26 | $216.0M | 3 | 2026-02-28 | → |
| 913 | PURSUIT WEALTH MANAGMENT LLC | 308969 | 26 | $186.3M | 4 | 2025-03-31 | → |
| 914 | FOUNDATIONS INVESTMENT ADVISORS LLC | 175083 | 25 | $10.10B | 353 | 2026-06-30 | → |
| 915 | BIP WEALTH, LLC | 143208 | 25 | $5.29B | 88 | 2026-06-30 | → |
| 916 | C2P CAPITAL ADVISORY GROUP, LLC | 156480 | 25 | $4.39B | 244 | 2026-03-31 | → |
| 917 | ZWJ INVESTMENT COUNSEL INC | 110397 | 25 | $4.23B | 20 | 2026-03-31 | → |
| 918 | STEELPEAK WEALTH, LLC | 165168 | 25 | $4.15B | 84 | 2026-03-31 | → |
| 919 | SMITH, SALLEY & ASSOCIATES, LLC | 129614 | 25 | $2.89B | 18 | 2026-05-31 | → |
| 920 | WELL DONE, LLC | 173736 | 25 | $2.00B | 26 | 2026-03-31 | → |
| 921 | AMI ASSET MANAGEMENT CORP | 110291 | 25 | $1.93B | 13 | 2025-11-30 | → |
| 922 | VERSANT CAPITAL MANAGEMENT, INC. | 131692 | 25 | $1.81B | 26 | 2026-03-31 | → |
| 923 | PASADENA PRIVATE WEALTH, LLC | 295178 | 25 | $1.62B | 19 | 2026-05-31 | → |
| 924 | HODGES CAPITAL MANAGEMENT INC | 110080 | 25 | $1.24B | 20 | 2025-10-31 | → |
| 925 | PARKWAY WEALTH MANAGEMENT GROUP, LLC | 333971 | 25 | $1.22B | 27 | 2026-03-31 | → |
| 926 | MARIDEA WEALTH MANAGEMENT LLC | 325523 | 25 | $958.7M | 48 | 2026-06-30 | → |
| 927 | SILVERLAKE WEALTH MANAGEMENT LLC | 165525 | 25 | $849.1M | 13 | 2026-04-30 | → |
| 928 | GUGGENHEIM INVESTMENT ADVISORS, LLC | 108263 | 25 | $840.9M | 9 | 2026-03-31 | → |
| 929 | BOFCAL ASSET MANAGEMENT INC. | 166828 | 25 | $797.6M | 5 | 2025-03-31 | → |
| 930 | ROVIN CAPITAL LLC | 152662 | 25 | $710.7M | 9 | 2026-03-31 | → |
| 931 | 360 FINANCIAL, INC. | 168600 | 25 | $700.5M | 16 | 2026-05-31 | → |
| 932 | FIRETHORN WEALTH PARTNERS, LLC | 297634 | 25 | $671.9M | 9 | 2026-04-30 | → |
| 933 | RIA ADVISORY GROUP, LLC | 152566 | 25 | $568.4M | 25 | 2026-06-30 | → |
| 934 | NEXWEALTH LLC | 311424 | 25 | $172.2M | 6 | 2026-06-30 | → |
| 935 | MOMENT ADVISORS, LLC | 325262 | 25 | $56.3M | 6 | 2026-05-31 | → |
| 936 | ADVANCED CAPITAL GROUP, INC. | 109673 | 24 | $29.99B | 22 | 2026-03-31 | → |
| 937 | SILVERCREST ASSET MANAGEMENT GROUP LLC | 118333 | 24 | $28.33B | 175 | 2026-03-31 | → |
| 938 | PARALLEL ADVISORS, LLC | 140800 | 24 | $10.31B | 137 | 2026-06-30 | → |
| 939 | GAM INTERNATIONAL MANAGEMENT LIMITED | 110670 | 24 | $9.42B | 51 | 2026-03-31 | → |
| 940 | HOWARD CAPITAL MANAGEMENT, INC. | 118070 | 24 | $8.01B | 45 | 2026-06-30 | → |
| 941 | LYRICAL ASSET MANAGEMENT LP | 148267 | 24 | $7.37B | 30 | 2026-03-31 | → |
| 942 | LMCG INVESTMENTS, LLC | 149936 | 24 | $6.83B | 46 | 2026-04-30 | → |
| 943 | COASTAL BRIDGE ADVISORS, LLC | 152569 | 24 | $5.02B | 46 | 2026-03-31 | → |
| 944 | CLIFFORD SWAN INVESTMENT COUNSEL LLC | 108033 | 24 | $4.48B | 40 | 2026-02-28 | → |
| 945 | DIVERSIFY WEALTH MANAGEMENT, LLC | 329878 | 24 | $4.11B | 95 | 2026-03-31 | → |
| 946 | COPELAND CAPITAL MANAGEMENT, LLC | 135822 | 24 | $4.06B | 30 | 2026-02-28 | → |
| 947 | CANTOR FITZGERALD INVESTMENT ADVISORS, L.P. | 159296 | 24 | $3.24B | 35 | 2026-05-31 | → |
| 948 | TREK FINANCIAL, LLC | 109376 | 24 | $2.82B | 55 | 2026-05-31 | → |
| 949 | VESTOR CAPITAL, LLC | 165855 | 24 | $2.28B | 27 | 2026-03-31 | → |
| 950 | ADELL HARRIMAN & CARPENTER INC | 107488 | 24 | $2.09B | 13 | 2026-03-31 | → |
| 951 | MAIN MANAGEMENT, LLC | 120361 | 24 | $1.90B | 27 | 2026-03-31 | → |
| 952 | TOWER BRIDGE ADVISORS, INC. | 115700 | 24 | $1.49B | 14 | 2026-01-31 | → |
| 953 | COFG ADVISORS, LLC | 333344 | 24 | $1.21B | 19 | 2026-02-28 | → |
| 954 | INTEGRITY ADVISORY SOLUTIONS, LLC | 288817 | 24 | $1.10B | 113 | 2026-06-30 | → |
| 955 | ALLEN, MOONEY & BARNES INVESTMENT ADVISORS, LLC | 113106 | 24 | $1.07B | 22 | 2026-03-31 | → |
| 956 | COMMONWEALTH FINANCIAL SERVICES, LLC. | 324930 | 24 | $994.7M | 26 | 2026-04-30 | → |
| 957 | UNITING WEALTH PARTNERS LLC | 332317 | 24 | $934.6M | 23 | 2026-06-30 | → |
| 958 | CADENT CAPITAL ADVISORS, LLC | 169704 | 24 | $785.8M | 15 | 2026-05-31 | → |
| 959 | ROMAN BUTLER FULLERTON & CO | 104771 | 24 | $716.1M | 17 | 2026-04-30 | → |
| 960 | MAINSAIL ASSET MANAGEMENT, LLC | 128373 | 24 | $598.8M | 7 | 2026-03-31 | → |
| 961 | CLARITY CAPITAL PARTNERS LLC | 129898 | 24 | $437.7M | 7 | 2025-07-31 | → |
| 962 | 1776 WEALTH LLC | 286321 | 24 | $390.8M | 2 | 2026-03-31 | → |
| 963 | GLOBAL TRUST ASSET MANAGEMENT, LLC | 143120 | 24 | $384.5M | 12 | 2026-01-31 | → |
| 964 | INNEALTA CAPITAL, LLC | 292158 | 24 | $222.4M | 4 | 2026-04-30 | → |
| 965 | INVERSIONES SURA CORP | 318065 | 24 | $160.2M | 1 | 2026-06-30 | → |
| 966 | CORINTHIAN PARTNERS ASSET MANAGEMENT LLC | 109385 | 24 | $62.9M | 7 | 2026-03-31 | → |
| 967 | GQG PARTNERS LLC | 283720 | 23 | $163.86B | 227 | 2026-03-31 | → |
| 968 | PATHSTONE FAMILY OFFICE, LLC | 151736 | 23 | $110.30B | 704 | 2026-03-31 | → |
| 969 | GARCIA HAMILTON & ASSOCIATES LP | 108017 | 23 | $24.86B | 41 | 2026-03-31 | → |
| 970 | HIGHLAND ASSOCIATES INC | 104948 | 23 | $20.99B | 19 | 2026-03-31 | → |
| 971 | RWA WEALTH PARTNERS, LLC | 156984 | 23 | $19.80B | 178 | 2026-05-31 | → |
| 972 | CW ADVISORS, LLC | 310873 | 23 | $15.22B | 152 | 2026-05-31 | → |
| 973 | CHARTWELL INVESTMENT PARTNERS, LLC | 170335 | 23 | $12.97B | 31 | 2026-05-31 | → |
| 974 | LORING, WOLCOTT & COOLIDGE FIDUCIARY ADVISORS, LLP | 107153 | 23 | $12.84B | 109 | 2026-06-30 | → |
| 975 | SOUTHSTATE PRIVATE CAPITAL MANAGEMENT LLC | 165306 | 23 | $4.96B | 38 | 2026-05-31 | → |
| 976 | WILLIS INVESTMENT COUNSEL INC | 111042 | 23 | $4.23B | 13 | 2026-04-30 | → |
| 977 | SALEM INVESTMENT COUNSELORS INC | 104855 | 23 | $4.19B | 18 | 2026-03-31 | → |
| 978 | LOGAN CAPITAL MANAGEMENT, INC. | 108893 | 23 | $3.10B | 34 | 2026-04-30 | → |
| 979 | MARCUM WEALTH, LLC | 134628 | 23 | $2.97B | 38 | 2025-05-31 | → |
| 980 | EASTERLY INVESTMENT PARTNERS LLC | 299607 | 23 | $2.83B | 27 | 2026-04-30 | → |
| 981 | FOCUSED WEALTH MANAGEMENT, INC. | 154828 | 23 | $2.27B | 19 | 2026-03-31 | → |
| 982 | UNITED ASSET STRATEGIES INC. | 107434 | 23 | $2.09B | 33 | 2026-03-31 | → |
| 983 | FALCON WEALTH PLANNING, INC. | 174092 | 23 | $1.92B | 42 | 2026-06-30 | → |
| 984 | ROYAL FUND MANAGEMENT, LLC | 144434 | 23 | $1.56B | 93 | 2026-05-31 | → |
| 985 | TULSA WEALTH ADVISORS, INC. | 337956 | 23 | $1.54B | 27 | 2026-03-31 | → |
| 986 | ALLEN CAPITAL GROUP, LLC | 135879 | 23 | $1.50B | 38 | 2026-03-31 | → |
| 987 | VIRTUE CAPITAL MANAGEMENT, LLC | 167816 | 23 | $1.31B | 105 | 2026-03-31 | → |
| 988 | KERBERROSE WEALTH MANAGEMENT, LLC | 168787 | 23 | $1.16B | 13 | 2026-03-31 | → |
| 989 | CUTTER AND COMPANY BROKERAGE, INC. | 22449 | 23 | $937.0M | 48 | 2025-04-30 | → |
| 990 | TMB CAPITAL PARTNERS, LLC | 335750 | 23 | $867.8M | 6 | 2026-05-31 | → |
| 991 | SYNERGY INVESTMENT MANAGEMENT LLC | 305961 | 23 | $681.5M | 22 | 2026-05-31 | → |
| 992 | PHRACTION MANAGEMENT LLC | 298633 | 23 | $625.5M | 7 | 2026-03-31 | → |
| 993 | VISTA INVESTMENT PARTNERS LLC | 286014 | 23 | $610.6M | 9 | 2026-05-31 | → |
| 994 | PROALTUS USA INC. | 310955 | 23 | $604.9M | 14 | 2026-02-28 | → |
| 995 | AGRIGLOBE LAND ADVISORS, LLC | 337868 | 23 | $602.2M | 4 | 2026-03-31 | → |
| 996 | HAMILTON CAPITAL PARTNERS, LLC | 314344 | 23 | $444.0M | 5 | 2026-04-30 | → |
| 997 | ALPHA SOLUTIONS INVESTMENT ADVISORS, LLC | 156541 | 23 | $397.1M | 6 | 2026-03-31 | → |
| 998 | HURLEY CAPITAL, LLC | 130051 | 23 | $326.1M | 4 | 2026-03-31 | → |
| 999 | JBR CO. FINANCIAL MANAGEMENT INC. | 117600 | 23 | $318.3M | 5 | 2026-04-30 | → |
| 1000 | TKC WEALTH MANAGEMENT LLC | 158498 | 23 | $138.6M | 6 | 2026-03-31 | → |
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