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 | |
|---|---|---|---|---|---|---|---|
| 601 | MAIN STREET FINANCIAL SOLUTIONS, LLC | 305834 | 5,754 | $2.51B | 41 | 2026-03-31 | → |
| 602 | FRAGASSO FINANCIAL ADVISORS INC. | 123255 | 5,753 | $2.83B | 35 | 2026-02-28 | → |
| 603 | FOCUSED WEALTH MANAGEMENT, INC. | 154828 | 5,726 | $2.27B | 19 | 2026-03-31 | → |
| 604 | BUOYANT CAPITAL PRIVATE LIMITED | 327612 | 5,713 | $924.8M | 79 | 2026-06-30 | → |
| 605 | F/M INVESTMENTS LLC | 304405 | 5,687 | $17.74B | 83 | 2026-03-31 | → |
| 606 | CLEARBRIDGE INC. | 110909 | 5,664 | $7.31B | 4 | 2025-10-31 | → |
| 607 | BEACON CAPITAL MANAGEMENT, LLC | 156228 | 5,663 | $1.27B | 39 | 2026-03-31 | → |
| 608 | MCMILL WEALTH INC | 129015 | 5,656 | $862.3M | 50 | 2026-03-31 | → |
| 609 | TITLEIST ASSET MANAGEMENT, LLC | 323567 | 5,644 | $2.66B | 41 | 2026-06-30 | → |
| 610 | REHMANN CAPITAL ADVISORY GROUP, LLC | 123047 | 5,635 | $5.27B | 39 | 2026-03-31 | → |
| 611 | TOM JOHNSON INVESTMENT MANAGEMENT, LLC | 104511 | 5,631 | $1.63B | 11 | 2026-04-30 | → |
| 612 | THE PATRIOT FINANCIAL GROUP INSURANCE AGENCY, LLC | 172470 | 5,614 | $2.64B | 59 | 2026-06-30 | → |
| 613 | LASALLE ST. INVESTMENT ADVISORS, L.L.C. | 109701 | 5,597 | $5.74B | 155 | 2026-03-31 | → |
| 614 | DOUGLAS LANE & ASSOCIATES, LLC | 282563 | 5,556 | $8.44B | 37 | 2026-03-31 | → |
| 615 | THE PROSPERITY CONSULTING GROUP, LLC | 133777 | 5,548 | $3.20B | 66 | 2026-06-30 | → |
| 616 | ADVYZON INVESTMENT MANAGEMENT, LLC | 318816 | 5,542 | $1.68B | 21 | 2026-04-30 | → |
| 617 | EARNED WEALTH ADVISORS, LLC | 108052 | 5,506 | $3.11B | 35 | 2026-03-31 | → |
| 618 | FOGUTH WEALTH MANAGEMENT, LLC. | 327434 | 5,491 | $825.1M | 88 | 2026-06-30 | → |
| 619 | FALCON WEALTH PLANNING, INC. | 174092 | 5,444 | $1.92B | 42 | 2026-06-30 | → |
| 620 | ARETE WEALTH ADVISORS, LLC | 145488 | 5,424 | $2.75B | 135 | 2026-06-30 | → |
| 621 | SOLTIS INVESTMENT ADVISORS, LLC | 154690 | 5,414 | $12.04B | 121 | 2026-03-31 | → |
| 622 | BEDEL FINANCIAL CONSULTING INC | 105653 | 5,413 | $2.92B | 28 | 2026-04-30 | → |
| 623 | BAKER STREET ADVISORS, LLC | 128066 | 5,397 | $20.77B | 63 | 2026-03-31 | → |
| 624 | NOVEM GROUP | 158964 | 5,396 | $1.72B | 52 | 2026-02-28 | → |
| 625 | ASPIRE CAPITAL ADVISORS LLC | 298366 | 5,391 | $1.23B | 22 | 2026-04-30 | → |
| 626 | COLUMBUS MACRO, LLC | 286374 | 5,375 | $970.3M | 7 | 2026-02-28 | → |
| 627 | GUARDIAN WEALTH ADVISORS, LLC | 305412 | 5,373 | $2.74B | 50 | 2026-03-31 | → |
| 628 | ADVISOR PARTNERS II, LLC | 321633 | 5,371 | $13.91B | 26 | 2026-03-31 | → |
| 629 | CAPITAL GROUP PRIVATE CLIENT SERVICES, INC. | 312837 | 5,369 | $42.71B | 189 | 2026-05-31 | → |
| 630 | SAX WEALTH ADVISORS, LLC | 119193 | 5,359 | $3.60B | 39 | 2026-06-30 | → |
| 631 | GIBBS WEALTH MANAGEMENT, LLC | 281621 | 5,356 | $1.06B | 147 | 2026-04-30 | → |
| 632 | SYNERGY ASSET MANAGEMENT, LLC | 117201 | 5,353 | $1.30B | 14 | 2026-03-31 | → |
| 633 | INTRUA FINANCIAL LLC | 281554 | 5,351 | $1.75B | 53 | 2026-05-31 | → |
| 634 | MBE WEALTH MANAGEMENT, LLC | 165516 | 5,350 | $977.1M | 18 | 2026-02-28 | → |
| 635 | CYNDEO WEALTH PARTNERS, LLC | 307781 | 5,330 | $3.15B | 28 | 2026-06-30 | → |
| 636 | FOSTER VICTOR WEALTH ADVISORS, LLC | 283656 | 5,319 | $2.64B | 42 | 2026-03-31 | → |
| 637 | TFO WEALTH PARTNERS, LLC | 124407 | 5,285 | $5.66B | 67 | 2026-04-30 | → |
| 638 | TRUE NORTH ADVISORS, LLC | 116048 | 5,284 | $5.42B | 89 | 2026-03-31 | → |
| 639 | JAZZ WEALTH MANAGERS, INC. | 282807 | 5,279 | $462.2M | 9 | 2026-03-31 | → |
| 640 | GPS WEALTH STRATEGIES GROUP, LLC | 285507 | 5,277 | $1.42B | 5 | 2025-12-31 | → |
| 641 | CONNECTICUT WEALTH MANAGEMENT, LLC | 154310 | 5,271 | $4.48B | 74 | 2026-05-31 | → |
| 642 | SMITH MOORE & CO. | 3441 | 5,265 | $2.37B | 65 | 2026-03-31 | → |
| 643 | APRIO WEALTH MANAGEMENT, LLC | 127333 | 5,258 | $4.15B | 55 | 2026-06-30 | → |
| 644 | RUFFER LLP | 309733 | 5,250 | $24.87B | 282 | 2026-06-30 | → |
| 645 | MAIA WEALTH, LLC | 292817 | 5,244 | $973.0M | 43 | 2026-05-31 | → |
| 646 | WEALTHQUEST CORPORATION | 141473 | 5,239 | $2.22B | 42 | 2026-03-31 | → |
| 647 | GIRAFFES, INC. | 157616 | 5,235 | $1.09B | 19 | 2026-06-30 | → |
| 648 | VANTAGE FINANCIAL PARTNERS, LLC | 315828 | 5,227 | $1.02B | 26 | 2026-03-31 | → |
| 649 | TLG ADVISORS, INC. | 111052 | 5,202 | $2.30B | 290 | 2026-03-31 | → |
| 650 | OXFORD FINANCIAL GROUP, LTD. LLC | 105303 | 5,201 | $23.33B | 156 | 2026-03-31 | → |
| 651 | ROCKWOOD WEALTH MANAGEMENT, LLC | 137481 | 5,194 | $2.87B | 54 | 2026-05-31 | → |
| 652 | BUCK WEALTH STRATEGIES, LLC | 322138 | 5,193 | $1.64B | 102 | 2026-06-30 | → |
| 653 | CLEARBRIDGE INVESTMENT MANAGEMENT LIMITED | 139012 | 5,178 | $9.89B | 44 | 2026-06-30 | → |
| 654 | ARISTOTLE CAPITAL MANAGEMENT, LLC | 109876 | 5,169 | $43.54B | 170 | 2026-04-30 | → |
| 655 | WEALTHPLAN INVESTMENT MANAGEMENT LLC | 311364 | 5,160 | $2.19B | 34 | 2026-06-30 | → |
| 656 | ARCHER INVESTMENT CORPORATION | 136403 | 5,147 | $1.01B | 80 | 2026-03-31 | → |
| 657 | 1919 INVESTMENT COUNSEL, LLC | 133370 | 5,140 | $26.04B | 131 | 2026-04-30 | → |
| 658 | PACKERLAND BROKERAGE SERVICES, INC. | 37031 | 5,134 | $1.36B | 318 | 2026-04-30 | → |
| 659 | LEXAURUM ADVISORS, LLC | 283653 | 5,107 | $1.27B | 50 | 2026-03-31 | → |
| 660 | SUMMIT TRAIL ADVISORS, LLC | 220519 | 5,100 | $19.94B | 94 | 2026-05-31 | → |
| 661 | FAS WEALTH PARTNERS, INC. | 109796 | 5,100 | $3.78B | 33 | 2026-02-28 | → |
| 662 | CHEVY CHASE TRUST COMPANY | 110742 | 5,097 | $44.93B | 119 | 2026-03-31 | → |
| 663 | ALPHA CUBED INVESTMENTS, LLC | 159347 | 5,088 | $3.78B | 29 | 2026-03-31 | → |
| 664 | LAZARD ASSET MANAGEMENT LLC | 122836 | 5,083 | $120.52B | 532 | 2026-03-31 | → |
| 665 | JAFFE TILCHIN INVESTMENT PARTNERS, LLC | 143608 | 5,078 | $2.45B | 39 | 2026-05-31 | → |
| 666 | BMO FAMILY OFFICE, LLC | 110264 | 5,052 | $9.99B | 130 | 2026-01-31 | → |
| 667 | OASIS ADVISORS, LLC | 335555 | 5,052 | $277.7M | 27 | 2026-06-30 | → |
| 668 | GIVERNY CAPITAL INC. | 130640 | 5,043 | $2.70B | 31 | 2026-06-30 | → |
| 669 | ABOUND WEALTH MANAGEMENT, LLC | 285903 | 5,040 | $1.95B | 41 | 2026-06-30 | → |
| 670 | RICHARD YOUNG ASSOCIATES, LTD. | 126124 | 5,023 | $1.20B | 16 | 2026-02-28 | → |
| 671 | TENNESSEE VALLEY ASSET MANAGEMENT PARTNERS, LLC | 160321 | 5,015 | $1.19B | 38 | 2026-06-30 | → |
| 672 | GUIDESTONE ADVISORS, LLC | 149624 | 5,004 | $1.96B | 34 | 2026-03-31 | → |
| 673 | BEAM WEALTH ADVISORS, INC. | 109867 | 4,993 | $1.60B | 27 | 2026-04-30 | → |
| 674 | COPPER FINANCIAL NETWORK, LLC | 168203 | 4,987 | $410.7M | 50 | 2026-06-30 | → |
| 675 | TCW INVESTMENT MANAGEMENT COMPANY LLC | 106546 | 4,982 | $38.82B | 405 | 2026-05-31 | → |
| 676 | BRADLEY FOSTER & SARGENT INC | 106928 | 4,968 | $9.07B | 61 | 2026-04-30 | → |
| 677 | MARSHFIELD ASSOCIATES, INC. | 150614 | 4,962 | $8.12B | 27 | 2026-03-31 | → |
| 678 | ADAMSBROWN WEALTH CONSULTANTS LLC | 308410 | 4,933 | $1.12B | 22 | 2026-02-28 | → |
| 679 | HALBERT HARGROVE GLOBAL ADVISORS, LLC | 105515 | 4,929 | $4.20B | 52 | 2026-03-31 | → |
| 680 | BALTIMORE-WASHINGTON FINANCIAL ADVISORS, INC. | 159388 | 4,922 | $2.99B | 36 | 2026-03-31 | → |
| 681 | TCP ASSET MANAGEMENT, LLC | 286037 | 4,918 | $1.18B | 43 | 2026-02-28 | → |
| 682 | VALLEY NATIONAL ADVISERS INC | 110788 | 4,910 | $1.31B | 13 | 2026-03-31 | → |
| 683 | STOKER OSTLER WEALTH ADVISORS, INC. | 111320 | 4,904 | $3.67B | 30 | 2026-04-30 | → |
| 684 | MARIDEA WEALTH MANAGEMENT LLC | 325523 | 4,903 | $958.7M | 48 | 2026-06-30 | → |
| 685 | ADVISORS MANAGEMENT GROUP INC | 113020 | 4,903 | $819.6M | 17 | 2026-03-31 | → |
| 686 | SUMMIT X | 282502 | 4,893 | $978.7M | 22 | 2025-03-31 | → |
| 687 | ENVESTNET RETIREMENT SOLUTIONS, LLC | 171570 | 4,876 | $16.30B | 24 | 2026-06-30 | → |
| 688 | LEO WEALTH, LLC | 283891 | 4,876 | $3.21B | 40 | 2026-06-30 | → |
| 689 | MANULIFE INVESTMENT MANAGEMENT (US) LLC | 106435 | 4,860 | $228.04B | 267 | 2026-03-31 | → |
| 690 | BILL FEW ASSOCIATES, INC. | 133561 | 4,842 | $2.72B | 31 | 2026-03-31 | → |
| 691 | CWA ASSET MANAGEMENT GROUP, LLC | 158940 | 4,839 | $4.51B | 67 | 2026-04-30 | → |
| 692 | EVERCORE WEALTH MANAGEMENT, LLC | 148399 | 4,837 | $15.52B | 97 | 2026-03-31 | → |
| 693 | NATURAL INVESTMENTS PBLLC | 113348 | 4,834 | $2.05B | 24 | 2026-02-28 | → |
| 694 | LINSCOMB WEALTH, INC. | 106779 | 4,813 | $4.57B | 52 | 2026-02-28 | → |
| 695 | AVIOR WEALTH MANAGEMENT, LLC | 148674 | 4,810 | $6.46B | 170 | 2026-04-30 | → |
| 696 | LIFEWORKS ADVISORS, LLC | 288255 | 4,803 | $966.7M | 48 | 2026-06-30 | → |
| 697 | KORNITZER CAPITAL MANAGEMENT, INC. | 111087 | 4,792 | $6.49B | 41 | 2026-06-30 | → |
| 698 | COMMONWEALTH FINANCIAL SERVICES, LLC. | 324930 | 4,792 | $994.7M | 26 | 2026-04-30 | → |
| 699 | WESTMOUNT PARTNERS, LLC | 158857 | 4,791 | $5.94B | 39 | 2026-05-31 | → |
| 700 | ADVICEONE ADVISORY SERVICES, LLC | 111614 | 4,781 | $2.05B | 56 | 2026-03-31 | → |
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