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 | |
|---|---|---|---|---|---|---|---|
| 701 | PERENNIAL INVESTMENT ADVISORS, LLC | 286477 | 36 | $2.50B | 71 | 2026-03-31 | → |
| 702 | COHO PARTNERS, LTD. | 111335 | 36 | $2.20B | 18 | 2025-03-31 | → |
| 703 | AMERICAN CAPITAL MANAGEMENT INC | 110861 | 36 | $2.11B | 15 | 2026-06-30 | → |
| 704 | OLYMPUS WEALTH MANAGEMENT, LLC | 173715 | 36 | $850.2M | 18 | 2025-07-31 | → |
| 705 | ASCENTIS WEALTH MANAGEMENT, LLC | 330923 | 36 | $595.7M | 9 | 2026-05-31 | → |
| 706 | HIGHBROOK CAPITAL PARTNERS LLC | 338408 | 36 | $509.1M | 6 | 2026-03-31 | → |
| 707 | MWM GROUP LLC | 164123 | 36 | $431.0M | 4 | 2026-05-31 | → |
| 708 | DAI WEALTH, LLC | 138938 | 36 | $330.0M | 40 | 2026-03-31 | → |
| 709 | EKANTA WEALTH ADVISORS LLC | 282031 | 36 | $306.7M | 7 | 2026-03-31 | → |
| 710 | SEI INVESTMENTS MANAGEMENT CORP | 105146 | 35 | $216.43B | 434 | 2026-03-31 | → |
| 711 | LONGFELLOW INVESTMENT MANAGEMENT CO. LLC | 104945 | 35 | $23.44B | 51 | 2026-04-30 | → |
| 712 | BROOKSTONE CAPITAL MANAGEMENT LLC | 141413 | 35 | $12.75B | 405 | 2026-03-31 | → |
| 713 | COMPOSITION WEALTH, LLC | 143483 | 35 | $9.47B | 128 | 2026-03-31 | → |
| 714 | GUARDIAN WEALTH ADVISORS, LLC | 305412 | 35 | $2.74B | 50 | 2026-03-31 | → |
| 715 | OCTAVIA WEALTH ADVISORS LLC | 306909 | 35 | $2.15B | 45 | 2026-06-30 | → |
| 716 | JACKSON THORNTON WEALTH MANAGEMENT, LLC | 116091 | 35 | $2.01B | 16 | 2026-05-31 | → |
| 717 | THE FIDUCIARY GROUP, LLC | 221530 | 35 | $1.97B | 18 | 2026-03-31 | → |
| 718 | NBC SECURITIES, INC. | 17870 | 35 | $1.78B | 68 | 2026-06-30 | → |
| 719 | FINANCIAL SECURITY ADVISORY INC | 110746 | 35 | $1.74B | 43 | 2026-03-31 | → |
| 720 | HEXAGON CAPITAL PARTNERS, LLC | 305850 | 35 | $965.0M | 8 | 2026-03-31 | → |
| 721 | OLIVER LAGORE VANVALIN INVESTMENT GROUP, INC. | 312989 | 35 | $607.1M | 30 | 2025-03-31 | → |
| 722 | ALLGEN FINANCIAL ADVISORS, INC. | 126877 | 35 | $475.2M | 17 | 2026-03-31 | → |
| 723 | PACIFICA PARTNERS INC | 148834 | 35 | $316.0M | 10 | 2026-01-31 | → |
| 724 | KUBHERA ENTERPRISES LLC | 151619 | 35 | $275.5M | 5 | 2026-03-31 | → |
| 725 | HOOVER PRIVATE WEALTH, LLC | 336484 | 35 | $171.3M | 6 | 2026-03-31 | → |
| 726 | FINEC ASSET MANAGEMENT LLC | 231789 | 35 | $157.0M | 6 | 2026-03-31 | → |
| 727 | INVESCO MANAGEMENT S.A. | 143238 | 34 | $48.69B | 357 | 2026-03-31 | → |
| 728 | WELLTH ADVISORY SERVICES, LLC | 330537 | 34 | $26.68B | 74 | 2026-03-31 | → |
| 729 | ALTAIR ADVISERS, LLC | 120642 | 34 | $9.76B | 75 | 2026-03-31 | → |
| 730 | AVIOR WEALTH MANAGEMENT, LLC | 148674 | 34 | $6.46B | 170 | 2026-04-30 | → |
| 731 | THE ASCENT GROUP, LLC | 314424 | 34 | $4.76B | 44 | 2026-03-31 | → |
| 732 | HERITAGE INVESTORS MANAGEMENT CORP | 110420 | 34 | $4.63B | 22 | 2026-03-31 | → |
| 733 | MEANS INVESTMENT CO., INC. | 2748 | 34 | $1.59B | 24 | 2026-03-31 | → |
| 734 | MOLONEY SECURITIES ASSET MANAGEMENT LLC | 282448 | 34 | $1.39B | 77 | 2025-03-31 | → |
| 735 | THE LEUTHOLD GROUP, LLC | 105826 | 34 | $1.17B | 17 | 2026-03-31 | → |
| 736 | THE CAPITAL CHART ROOM, LTD | 117980 | 34 | $400.9M | 7 | 2026-03-31 | → |
| 737 | COVESTOR LTD | 145694 | 34 | $195.8M | 17 | 2026-03-31 | → |
| 738 | ECONOLOGICS FINANCIAL ADVISORS, LLC | 125738 | 34 | $183.2M | 18 | 2026-03-31 | → |
| 739 | INVESTIRE LLC | 299977 | 34 | $46.2M | 2 | 2026-02-28 | → |
| 740 | FREESTONE CAPITAL MANAGEMENT, LLC | 145711 | 33 | $14.54B | 120 | 2026-06-30 | → |
| 741 | MEEDER ADVISORY SERVICES, INC | 106814 | 33 | $2.86B | 73 | 2026-04-30 | → |
| 742 | STRATEGIC FINANCIAL SERVICES, INC. | 109677 | 33 | $2.81B | 39 | 2026-03-31 | → |
| 743 | REVISOR WEALTH MANAGEMENT LLC | 169814 | 33 | $2.53B | 11 | 2026-05-31 | → |
| 744 | NEXT CAPITAL MANAGEMENT LLC | 110793 | 33 | $2.14B | 23 | 2026-01-31 | → |
| 745 | BULLTICK WEALTH MANAGEMENT, LLC | 141588 | 33 | $1.95B | 62 | 2026-03-31 | → |
| 746 | BENSLER, LLC | 310849 | 33 | $1.94B | 46 | 2026-06-30 | → |
| 747 | CRA FINANCIAL SERVICES, L.L.C. | 124004 | 33 | $1.69B | 14 | 2026-05-31 | → |
| 748 | QUATTRO FINANCIAL ADVISORS LLC | 284852 | 33 | $1.66B | 3 | 2026-03-31 | → |
| 749 | MOMENTUM INDEPENDENT NETWORK INC. | 17587 | 33 | $1.61B | 97 | 2026-03-31 | → |
| 750 | AMELIORA WEALTH MANAGEMENT LTD. | 164038 | 33 | $1.16B | 11 | 2026-03-31 | → |
| 751 | CAPITAL INVESTMENT COUNSEL INC | 104591 | 33 | $1.02B | 11 | 2026-04-30 | → |
| 752 | KEUDELL MORRISON WEALTH MANAGEMENT, LLC | 292600 | 33 | $921.5M | 11 | 2026-03-31 | → |
| 753 | INVESTMENT PARTNERS LTD | 108913 | 33 | $892.3M | 20 | 2026-05-31 | → |
| 754 | GLOBAL VIEW CAPITAL MANAGEMENT LLC | 158292 | 33 | $775.2M | 122 | 2026-05-31 | → |
| 755 | GREY LEDGE ADVISORS, LLC | 124867 | 33 | $616.0M | 12 | 2026-03-31 | → |
| 756 | TRUE WEALTH ADVISORY GROUP, LLC | 306523 | 33 | $240.1M | 4 | 2026-03-31 | → |
| 757 | GLADOWSKY CAPITAL MANAGEMENT CORP | 45287 | 33 | $197.8M | 4 | 2026-02-28 | → |
| 758 | CONCORD ADVISORY GROUP LTD | 107291 | 32 | $46.19B | 34 | 2026-03-31 | → |
| 759 | PANAGORA ASSET MANAGEMENT INC | 105201 | 32 | $44.13B | 110 | 2026-03-31 | → |
| 760 | CIGNA INVESTMENTS, INC. | 105811 | 32 | $25.76B | 108 | 2026-03-31 | → |
| 761 | RUANE, CUNNIFF & GOLDFARB L.P. | 285971 | 32 | $10.53B | 52 | 2026-03-31 | → |
| 762 | SHUSTER ADVISORY GROUP, LLC | 170233 | 32 | $10.32B | 15 | 2026-05-31 | → |
| 763 | BRADLEY FOSTER & SARGENT INC | 106928 | 32 | $9.07B | 61 | 2026-04-30 | → |
| 764 | ALPHACORE CAPITAL LLC | 174346 | 32 | $9.03B | 111 | 2026-04-30 | → |
| 765 | SAGESPRING WEALTH PARTNERS | 283515 | 32 | $8.49B | 195 | 2026-05-31 | → |
| 766 | MERIDIAN WEALTH MANAGEMENT, LLC | 151523 | 32 | $4.98B | 67 | 2026-03-31 | → |
| 767 | CONNECTICUT WEALTH MANAGEMENT, LLC | 154310 | 32 | $4.48B | 74 | 2026-05-31 | → |
| 768 | RPOA ADVISORS, INC. | 157222 | 32 | $3.59B | 126 | 2026-04-30 | → |
| 769 | DUNCAN WILLIAMS ASSET MANAGEMENT, LLC | 174809 | 32 | $2.69B | 21 | 2026-03-31 | → |
| 770 | WASHINGTON TRUST ADVISORS, INC. | 110407 | 32 | $2.39B | 21 | 2026-05-31 | → |
| 771 | GATEWAY WEALTH PARTNERS, LLC | 322789 | 32 | $2.28B | 83 | 2026-06-30 | → |
| 772 | FOSTER DYKEMA CABOT & PARTNERS, LLC | 300282 | 32 | $2.22B | 21 | 2026-03-31 | → |
| 773 | CAPITOL SECURITIES MANAGEMENT, INC. | 14169 | 32 | $2.16B | 170 | 2026-03-31 | → |
| 774 | STACK FINANCIAL MANAGEMENT INC | 106785 | 32 | $1.99B | 14 | 2026-03-31 | → |
| 775 | ANDALUSIAN PRIVATE CAPITAL, LP | 313032 | 32 | $1.78B | 12 | 2026-03-31 | → |
| 776 | JGP WEALTH MANAGEMENT, LLC | 290694 | 32 | $1.43B | 23 | 2026-02-28 | → |
| 777 | HOHIMER WEALTH MANAGEMENT, LLC | 300140 | 32 | $1.26B | 12 | 2026-03-31 | → |
| 778 | CORBYN INVESTMENT MANAGEMENT INC | 104716 | 32 | $1.01B | 10 | 2026-06-30 | → |
| 779 | RFG - BRISTOL WEALTH ADVISORS, LLC | 330145 | 32 | $985.6M | 10 | 2026-06-30 | → |
| 780 | CASTLEKEEP INVESTMENT ADVISORS LLC | 111656 | 32 | $920.8M | 5 | 2026-03-31 | → |
| 781 | WOODSTOCK WEALTH MANAGEMENT, INC. | 283472 | 32 | $726.6M | 26 | 2026-04-30 | → |
| 782 | ACCUVEST GLOBAL ADVISORS, INC. | 134096 | 32 | $630.5M | 6 | 2026-04-30 | → |
| 783 | WEDGEWOOD PARTNERS, INC. | 21923 | 32 | $560.7M | 10 | 2026-03-31 | → |
| 784 | INDEPENDENCE FINANCIAL ADVISORS, LLC | 156305 | 32 | $463.8M | 11 | 2025-12-31 | → |
| 785 | GBM WEALTH MANAGEMENT, INC. | 145049 | 32 | $346.4M | 10 | 2026-06-30 | → |
| 786 | KRUSEN CAPITAL MANAGEMENT, LLC | 150754 | 32 | $255.7M | 2 | 2026-03-31 | → |
| 787 | DODGE & COX | 104596 | 31 | $466.56B | 336 | 2026-04-30 | → |
| 788 | ASHMORE INVESTMENT MANAGEMENT LTD | 112551 | 31 | $40.90B | 151 | 2026-05-31 | → |
| 789 | G10 LLC | 322876 | 31 | $4.91B | 49 | 2026-05-31 | → |
| 790 | ON INVESTMENT MANAGEMENT CO | 105662 | 31 | $3.15B | 196 | 2026-04-30 | → |
| 791 | CHAS. P. SMITH & ASSOCIATES, PA, CPA'S | 104914 | 31 | $2.89B | 60 | 2026-03-31 | → |
| 792 | L.M. KOHN & COMPANY | 27913 | 31 | $2.09B | 85 | 2025-04-30 | → |
| 793 | LEXAURUM ADVISORS, LLC | 283653 | 31 | $1.27B | 50 | 2026-03-31 | → |
| 794 | MANAGED ASSET PORTFOLIOS, LLC | 109574 | 31 | $1.27B | 22 | 2026-03-31 | → |
| 795 | NYMBUS CAPITAL INC. | 298214 | 31 | $751.5M | 12 | 2026-01-31 | → |
| 796 | GOLD INVESTMENT MANAGEMENT LTD. | 152056 | 31 | $525.8M | 7 | 2026-03-31 | → |
| 797 | IDB LIDO WEALTH, LLC | 322488 | 31 | $478.4M | 14 | 2026-05-31 | → |
| 798 | RFG HOLDINGS INC. | 173862 | 31 | $476.7M | 9 | 2026-05-31 | → |
| 799 | ROOTED WEALTH ADVISORS, INC. | 313759 | 31 | $408.8M | 22 | 2026-03-31 | → |
| 800 | GALLIOTT CAPITAL ADVISORS, LLC | 313094 | 31 | $249.0M | 6 | 2026-03-31 | → |
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