Research Report · 2026-06-30
Top Registered Investment Advisers by Discretionary Accounts
SEC-registered investment advisers ranked by reported discretionary client accounts.
Firms
1,000
Total AUM
$61.96T
Median AUM
$4.12B
Latest Filing
2026-06-30
| Rank↕ | Firm Name | CRD↕ | Discretionary Accounts↕ | AUM↕ | Employees↕ | Latest Filing | |
|---|---|---|---|---|---|---|---|
| 101 | GWN SECURITIES INC. | 128929 | 66,025 | $4.75B | 707 | 2026-04-30 | → |
| 102 | NUVEEN ASSET MANAGEMENT, LLC | 155584 | 65,165 | $280.48B | 381 | 2026-03-31 | → |
| 103 | FOUNDATIONS INVESTMENT ADVISORS LLC | 175083 | 63,604 | $10.10B | 353 | 2026-06-30 | → |
| 104 | SANCTUARY ADVISORS, LLC | 226606 | 61,677 | $34.88B | 770 | 2026-06-30 | → |
| 105 | &PARTNERS | 3767 | 61,660 | $30.27B | 703 | 2026-06-30 | → |
| 106 | ENVESTNET PORTFOLIO SOLUTIONS, INC. | 109662 | 60,663 | $17.35B | 532 | 2026-06-30 | → |
| 107 | PRINCIPAL SECURITIES, INC. | 1137 | 60,057 | $17.02B | 1,464 | 2026-03-31 | → |
| 108 | TOWNSQUARE CAPITAL, LLC | 288576 | 58,181 | $18.07B | 53 | 2026-03-31 | → |
| 109 | INTEGRATED WEALTH CONCEPTS LLC | 284656 | 56,386 | $18.92B | 493 | 2026-06-30 | → |
| 110 | INDEPENDENT FINANCIAL GROUP, LLC | 7717 | 54,510 | $12.93B | 624 | 2026-03-31 | → |
| 111 | INTERNATIONAL CITY MANAGEMENT ASSOCIATION RETIREMENT CORPORATION | 108783 | 53,694 | $6.31B | 553 | 2026-06-30 | → |
| 112 | EKO INVESTMENTS INC. | 313296 | 53,390 | $74.9M | 12 | 2026-03-31 | → |
| 113 | J.P. MORGAN PRIVATE WEALTH ADVISORS LLC | 108559 | 53,371 | $86.27B | 690 | 2025-01-31 | → |
| 114 | BLACKROCK INVESTMENT MANAGEMENT, LLC | 108928 | 52,350 | $676.69B | 1,589 | 2026-06-30 | → |
| 115 | TITAN GLOBAL CAPITAL MANAGEMENT USA LLC | 290111 | 50,651 | $1.08B | 33 | 2026-06-30 | → |
| 116 | STADION MONEY MANAGEMENT, LLC | 112608 | 49,626 | $2.69B | 39 | 2026-03-31 | → |
| 117 | OSAIC ADVISORY SERVICES, LLC | 171070 | 49,560 | $15.48B | 2,180 | 2026-06-30 | → |
| 118 | GW&K INVESTMENT MANAGEMENT, LLC | 121942 | 48,710 | $52.78B | 177 | 2026-03-31 | → |
| 119 | FIFTH THIRD SECURITIES, INC. | 628 | 47,014 | $10.92B | 13,533 | 2026-06-30 | → |
| 120 | IFP ADVISORS, LLC | 125112 | 46,538 | $16.29B | 328 | 2026-06-30 | → |
| 121 | GOLDMAN SACHS & CO. LLC | 361 | 46,265 | $133.64B | 2,268 | 2026-06-30 | → |
| 122 | STRATOS WEALTH PARTNERS, LTD | 153184 | 45,275 | $18.65B | 618 | 2026-06-30 | → |
| 123 | INDEPENDENT ADVISOR ALLIANCE, LLC | 168267 | 45,002 | $17.23B | 251 | 2026-06-30 | → |
| 124 | FARTHER FINANCE ADVISORS, LLC | 302050 | 44,352 | $16.01B | 571 | 2026-03-31 | → |
| 125 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 134600 | 43,563 | $24.65B | 289 | 2026-06-30 | → |
| 126 | NEUBERGER BERMAN INVESTMENT ADVISERS LLC | 124687 | 43,516 | $398.65B | 1,542 | 2026-03-31 | → |
| 127 | MAI CAPITAL MANAGEMENT, LLC | 109807 | 42,861 | $52.10B | 562 | 2026-05-31 | → |
| 128 | EQUITABLE ADVISORS, LLC | 6627 | 42,652 | $42.48B | 5,674 | 2026-05-31 | → |
| 129 | RBC ROCHDALE, LLC | 117198 | 42,649 | $72.96B | 269 | 2026-05-31 | → |
| 130 | THE HUNTINGTON INVESTMENT COMPANY | 16986 | 42,399 | $7.89B | 520 | 2026-03-31 | → |
| 131 | SAGESPRING WEALTH PARTNERS | 283515 | 41,069 | $8.49B | 195 | 2026-05-31 | → |
| 132 | NORTHERN TRUST INVESTMENTS, INCORPORATED | 105780 | 41,027 | $1.25T | 662 | 2026-06-30 | → |
| 133 | FOCUS PARTNERS ADVISOR SOLUTIONS, LLC | 143319 | 40,228 | $36.41B | 309 | 2026-03-31 | → |
| 134 | LIDO ADVISORS, LLC | 269866 | 39,994 | $42.50B | 437 | 2026-06-30 | → |
| 135 | FACET WEALTH, INC | 285961 | 39,720 | $6.04B | 168 | 2026-02-28 | → |
| 136 | SEQUOIA FINANCIAL ADVISORS, L.L.C. | 117756 | 39,549 | $32.24B | 424 | 2026-06-30 | → |
| 137 | VESTMARK ADVISORY SOLUTIONS, INC. | 221518 | 39,398 | $49.85B | 33 | 2026-03-31 | → |
| 138 | WILLIAM BLAIR & COMPANY L.L.C. | 1252 | 38,800 | $64.28B | 492 | 2026-03-31 | → |
| 139 | CITIGROUP GLOBAL MARKETS INC. | 7059 | 37,632 | $56.01B | 7,036 | 2026-06-30 | → |
| 140 | FIDELITY MANAGEMENT & RESEARCH COMPANY LLC | 108281 | 37,227 | $5.69T | 1,427 | 2026-03-31 | → |
| 141 | BENJAMIN F. EDWARDS & COMPANY, INCORPORATED | 146936 | 37,132 | $15.66B | 736 | 2026-03-31 | → |
| 142 | MONETA GROUP INVESTMENT ADVISORS, LLC | 104727 | 36,367 | $50.54B | 585 | 2026-03-31 | → |
| 143 | GOLDMAN SACHS WEALTH SERVICES, L.P. | 106693 | 36,184 | $31.69B | 1,923 | 2026-06-30 | → |
| 144 | CLARK CAPITAL MANAGEMENT GROUP INC | 104796 | 36,013 | $35.69B | 151 | 2026-05-31 | → |
| 145 | JOHN HANCOCK PERSONAL FINANCIAL SERVICES, LLC | 174433 | 35,589 | $2.20B | 149 | 2026-03-31 | → |
| 146 | CREATIVEONE WEALTH, LLC | 281213 | 35,425 | $6.25B | 222 | 2026-05-31 | → |
| 147 | FUTUREMONEY RIA, LLC | 329835 | 35,072 | $1.6M | 9 | 2026-03-31 | → |
| 148 | HARBOUR INVESTMENTS, INC. | 19258 | 34,913 | $9.60B | 232 | 2026-06-30 | → |
| 149 | ONEDIGITAL INVESTMENT ADVISORS LLC | 106766 | 34,368 | $155.41B | 648 | 2026-04-30 | → |
| 150 | WAVERLY ADVISORS, LLC | 115332 | 34,106 | $29.78B | 414 | 2026-06-30 | → |
| 151 | FINHABITS ADVISORS, LLC | 210522 | 33,945 | $116.0M | 11 | 2026-03-31 | → |
| 152 | APERIO GROUP, LLC | 111616 | 33,901 | $152.13B | 208 | 2026-04-30 | → |
| 153 | GENEOS WEALTH MANAGEMENT, INC. | 120894 | 33,373 | $9.22B | 200 | 2026-04-30 | → |
| 154 | KESTRA PRIVATE WEALTH SERVICES, LLC | 155193 | 33,279 | $13.45B | 211 | 2026-06-30 | → |
| 155 | GEOWEALTH MANAGEMENT LLC | 148222 | 32,617 | $17.57B | 88 | 2026-03-31 | → |
| 156 | MITSUBISHI UFJ TRUST AND BANKING CORPORATION | 296868 | 32,544 | $406.96B | 6,400 | 2026-06-30 | → |
| 157 | GREAT VALLEY ADVISOR GROUP, LLC | 123913 | 32,469 | $10.60B | 325 | 2026-06-30 | → |
| 158 | W2B, INC. | 331220 | 32,225 | $26.2M | 6 | 2026-03-31 | → |
| 159 | CONCURRENT INVESTMENT ADVISORS, LLC | 323135 | 32,222 | $15.73B | 188 | 2026-06-30 | → |
| 160 | PRIME CAPITAL INVESTMENT ADVISORS, LLC | 288712 | 32,014 | $39.14B | 460 | 2026-06-30 | → |
| 161 | WESTERN ASSET MANAGEMENT COMPANY, LLC | 110441 | 31,895 | $184.99B | 137 | 2026-06-30 | → |
| 162 | KINGSVIEW WEALTH MANAGEMENT, LLC | 148107 | 31,791 | $8.96B | 285 | 2026-06-30 | → |
| 163 | CRESSET ASSET MANAGEMENT, LLC | 288566 | 31,788 | $78.94B | 496 | 2026-05-31 | → |
| 164 | ATRIA INVESTMENTS, INC. | 143593 | 31,684 | $11.05B | 60 | 2026-03-31 | → |
| 165 | ARAX ADVISORY PARTNERS, LLC | 133535 | 31,604 | $23.18B | 319 | 2026-06-30 | → |
| 166 | WAHED INVEST LLC | 242793 | 30,680 | $1.29B | 9 | 2026-06-30 | → |
| 167 | DYNASTY WEALTH MANAGEMENT, LLC | 153377 | 30,663 | $13.88B | 200 | 2026-03-31 | → |
| 168 | MODERN WEALTH MANAGEMENT, LLC | 324624 | 30,244 | $10.90B | 253 | 2026-04-30 | → |
| 169 | QAPITAL INVEST, LLC | 283762 | 30,166 | $42.1M | 9 | 2026-01-31 | → |
| 170 | MATSON MONEY, INC. | 110425 | 29,979 | $24.33B | 69 | 2026-05-31 | → |
| 171 | BEACON POINTE ADVISORS, LLC | 119290 | 29,800 | $54.87B | 780 | 2026-05-31 | → |
| 172 | ADVISORY SERVICES NETWORK, LLC | 146051 | 29,404 | $10.60B | 268 | 2026-06-30 | → |
| 173 | OPPENHEIMER ASSET MANAGEMENT INC. | 105559 | 29,095 | $21.33B | 129 | 2026-03-31 | → |
| 174 | WEBULL ADVISORS LLC | 304881 | 28,867 | $48.9M | 16 | 2026-04-30 | → |
| 175 | CIBC PRIVATE WEALTH ADVISORS, INC. | 109644 | 28,718 | $67.84B | 610 | 2026-06-30 | → |
| 176 | EAGLE ASSET MANAGEMENT INC | 110653 | 28,643 | $60.65B | 77 | 2026-06-30 | → |
| 177 | ICICI PRUDENTIAL ASSET MANAGEMENT COMPANY LIMITED | 312825 | 28,295 | $117.06B | 3,585 | 2026-06-30 | → |
| 178 | EFS ADVISORS LLC | 115211 | 28,122 | $2.40B | 59 | 2026-03-31 | → |
| 179 | BLEAKLEY FINANCIAL GROUP, LLC | 318366 | 27,985 | $15.13B | 205 | 2026-04-30 | → |
| 180 | NICOLA WEALTH MANAGEMENT LTD. | 173201 | 27,529 | $11.04B | 531 | 2026-03-31 | → |
| 181 | THE AMERIFLEX GROUP, INC. | 305585 | 27,440 | $9.66B | 201 | 2026-03-31 | → |
| 182 | QRG CAPITAL MANAGEMENT, INC. | 305277 | 27,393 | $11.41B | 12 | 2026-06-30 | → |
| 183 | MARINER INDEPENDENT ADVISOR NETWORK, LLC | 283824 | 27,362 | $9.57B | 174 | 2026-05-31 | → |
| 184 | U.S. BANCORP INVESTMENTS, INC. | 17868 | 27,298 | $22.94B | 2,148 | 2026-03-31 | → |
| 185 | DUB ADVISORS LLC | 315589 | 27,037 | $81.8M | 8 | 2026-06-30 | → |
| 186 | JONATHAN ROBERTS ADVISORY GROUP, INC. | 112294 | 26,673 | $8.25B | 550 | 2026-03-31 | → |
| 187 | MGO ONE SEVEN LLC | 283087 | 26,562 | $7.72B | 264 | 2026-04-30 | → |
| 188 | FOCUS FINANCIAL NETWORK, INC. | 116140 | 26,512 | $6.82B | 189 | 2026-03-31 | → |
| 189 | SIGMA PLANNING CORPORATION | 110692 | 26,432 | $6.10B | 471 | 2026-05-31 | → |
| 190 | BELLE HAVEN INVESTMENTS, L.P. | 29278 | 26,276 | $23.32B | 47 | 2026-03-31 | → |
| 191 | THRIVENT INVESTMENT MANAGEMENT INC. | 18387 | 26,187 | $20.77B | 3,901 | 2026-04-30 | → |
| 192 | GLOBAL RETIREMENT PARTNERS LLC | 172011 | 25,800 | $169.58B | 464 | 2026-06-30 | → |
| 193 | LORD, ABBETT & CO. LLC | 110391 | 25,797 | $270.39B | 821 | 2025-12-31 | → |
| 194 | AXXCESS WEALTH MANAGEMENT, LLC | 164081 | 25,795 | $8.88B | 72 | 2026-03-31 | → |
| 195 | TD PRIVATE CLIENT WEALTH LLC | 164484 | 25,698 | $8.57B | 671 | 2026-06-30 | → |
| 196 | BROWN ADVISORY LLC | 110181 | 25,601 | $124.31B | 782 | 2026-03-31 | → |
| 197 | IHT WEALTH MANAGEMENT LLC | 171481 | 25,533 | $9.80B | 179 | 2026-03-31 | → |
| 198 | CERITY PARTNERS LLC | 151559 | 25,495 | $161.68B | 1,529 | 2026-06-30 | → |
| 199 | RFG ADVISORY, LLC | 158401 | 25,346 | $6.81B | 311 | 2026-06-30 | → |
| 200 | HB WEALTH MANAGEMENT, LLC | 316731 | 25,260 | $30.16B | 325 | 2026-05-31 | → |
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