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 | |
|---|---|---|---|---|---|---|---|
| 801 | H. M. PAYSON & CO. | 2993 | 4,155 | $9.09B | 34 | 2026-03-31 | → |
| 802 | ICON WEALTH ADVISORS, LLC | 319609 | 4,150 | $2.58B | 22 | 2026-04-30 | → |
| 803 | WESTEND ADVISORS, LLC | 133279 | 4,149 | $1.87B | 29 | 2026-01-31 | → |
| 804 | SECURE ASSET MANAGEMENT, L.L.C. | 144046 | 4,144 | $870.6M | 54 | 2026-06-30 | → |
| 805 | INTEGRITY ADVISORY SOLUTIONS, LLC | 288817 | 4,143 | $1.10B | 113 | 2026-06-30 | → |
| 806 | PATRIOT INVESTMENT MANAGEMENT GROUP INC | 112155 | 4,142 | $1.91B | 25 | 2026-03-31 | → |
| 807 | TSA PORTFOLIO MANAGEMENT, INC. FKA TSA MANAGEMENT INC. | 106440 | 4,135 | $1.48B | 32 | 2026-03-31 | → |
| 808 | HILLTOP SECURITIES INC. | 6220 | 4,132 | $2.51B | 92 | 2026-03-31 | → |
| 809 | PRINCIPLE WEALTH PARTNERS LLC | 290180 | 4,120 | $3.20B | 28 | 2026-06-30 | → |
| 810 | ARCHFORD CAPITAL STRATEGIES, LLC | 164482 | 4,113 | $1.49B | 45 | 2026-04-30 | → |
| 811 | R.T. JONES CAPITAL EQUITIES MANAGEMENT INC. | 131804 | 4,108 | $351.8M | 7 | 2026-06-30 | → |
| 812 | BEAUMONT FINANCIAL ADVISORS, LLC | 322925 | 4,107 | $3.76B | 24 | 2026-03-31 | → |
| 813 | BENSLER, LLC | 310849 | 4,107 | $1.94B | 46 | 2026-06-30 | → |
| 814 | ROOT FINANCIAL PARTNERS, LLC | 290289 | 4,104 | $2.15B | 65 | 2026-06-30 | → |
| 815 | MASECO LLP | 147686 | 4,101 | $4.96B | 129 | 2026-06-30 | → |
| 816 | ECLECTIC ASSOCIATES, INC. | 111041 | 4,098 | $1.47B | 17 | 2026-04-30 | → |
| 817 | COLDSTREAM CAPITAL MANAGEMENT INC | 108805 | 4,097 | $13.93B | 207 | 2026-03-31 | → |
| 818 | LEGACY FINANCIAL GROUP, LLC | 154927 | 4,082 | $1.01B | 18 | 2026-05-31 | → |
| 819 | ALERA INVESTMENT ADVISORS, LLC | 287906 | 4,077 | $5.29B | 107 | 2026-03-31 | → |
| 820 | GOLDSTEIN ADVISORS, LLC | 323125 | 4,070 | $1.08B | 19 | 2026-02-28 | → |
| 821 | ARMSTRONG ADVISORY GROUP INC. | 318662 | 4,068 | $1.67B | 22 | 2026-03-31 | → |
| 822 | TRANSCEND CAPITAL ADVISORS, LLC | 299723 | 4,061 | $2.91B | 39 | 2026-03-31 | → |
| 823 | DRIVE WEALTH MANAGEMENT, LLC | 174728 | 4,059 | $1.50B | 17 | 2026-04-30 | → |
| 824 | ROCKBRIDGE INVESTMENT MANAGEMENT, LLC | 115754 | 4,057 | $1.84B | 18 | 2026-03-31 | → |
| 825 | HOWARD BAILEY SECURITIES, LLC | 282712 | 4,056 | $582.8M | 46 | 2026-03-31 | → |
| 826 | AFFIANCE FINANCIAL LLC | 113200 | 4,055 | $1.37B | 25 | 2026-06-30 | → |
| 827 | STONEBRIDGE FINANCIAL GROUP, LLC | 327529 | 4,051 | $2.28B | 29 | 2026-03-31 | → |
| 828 | CRAWFORD INVESTMENT COUNSEL INC | 110271 | 4,050 | $9.14B | 54 | 2026-03-31 | → |
| 829 | VICTORY CAPITAL MANAGEMENT INC. | 106189 | 4,049 | $282.71B | 699 | 2026-03-31 | → |
| 830 | GENEVA CAPITAL MANAGEMENT LLC | 105432 | 4,049 | $5.60B | 20 | 2026-03-31 | → |
| 831 | FINANCIAL PLAN, INC. | 116073 | 4,049 | $1.60B | 12 | 2026-03-31 | → |
| 832 | LANDAAS & COMPANY, LLC | 47487 | 4,045 | $1.93B | 27 | 2026-03-31 | → |
| 833 | PALLAS CAPITAL ADVISORS, LLC | 310327 | 4,041 | $4.31B | 28 | 2026-04-30 | → |
| 834 | SAGE FINANCIAL GROUP INC. | 116574 | 4,041 | $4.29B | 28 | 2026-06-30 | → |
| 835 | MCILRATH & ECK, LLC | 145252 | 4,037 | $1.36B | 19 | 2026-03-31 | → |
| 836 | CGN ADVISORS, LLC | 159359 | 4,021 | $1.60B | 51 | 2026-06-30 | → |
| 837 | STONEBROOK PRIVATE LLC | 325434 | 4,016 | $937.0M | 11 | 2026-05-31 | → |
| 838 | BOULAY FINANCIAL ADVISORS, LLC | 111334 | 4,013 | $2.42B | 44 | 2025-08-31 | → |
| 839 | ONE DAY IN JULY LLC | 284335 | 3,999 | $1.36B | 23 | 2026-02-28 | → |
| 840 | AMERICANA PARTNERS, LLC | 301354 | 3,995 | $9.10B | 86 | 2026-04-30 | → |
| 841 | WISDOM FINANCIAL SERVICES, L.L.C. | 127385 | 3,989 | $779.2M | 14 | 2026-02-28 | → |
| 842 | VESTIA ADVISORS, LLC | 290565 | 3,987 | $1.06B | 31 | 2026-03-31 | → |
| 843 | ACROPOLIS INVESTMENT MANAGEMENT, L.L.C. | 121307 | 3,984 | $2.61B | 44 | 2026-03-31 | → |
| 844 | SAGE, RUTTY & CO., INC. | 3254 | 3,974 | $3.46B | 36 | 2026-03-31 | → |
| 845 | CHAPEL HILL INVESTMENT ANALYSTS INC | 109511 | 3,973 | $436.0M | 3 | 2026-03-31 | → |
| 846 | VISIONARY HORIZONS, LLC | 150483 | 3,973 | $396.7M | 12 | 2026-05-31 | → |
| 847 | PINNACLE WEALTH PLANNING SERVICES, INC. | 106817 | 3,966 | $2.14B | 35 | 2026-06-30 | → |
| 848 | PACE FINANCIAL ADVISORS, INC. | 318359 | 3,964 | $362.1M | 9 | 2026-04-30 | → |
| 849 | TUCKER JR., DOUGLAS, RAY | 298292 | 3,950 | $339.0M | 3 | 2026-03-31 | → |
| 850 | MELLON INVESTMENTS CORPORATION | 105764 | 3,942 | $873.87B | 98 | 2026-05-31 | → |
| 851 | STRATEGIES WEALTH ADVISORS, LLC | 289913 | 3,940 | $3.29B | 31 | 2026-04-30 | → |
| 852 | EVOLVE PRIVATE WEALTH, LLC | 333932 | 3,940 | $2.15B | 17 | 2026-06-30 | → |
| 853 | LIBERTY WEALTH MANAGEMENT, LLC | 286001 | 3,939 | $1.73B | 43 | 2026-05-31 | → |
| 854 | FDX ADVISORS, INC. | 104601 | 3,937 | $832.8M | 17 | 2026-06-30 | → |
| 855 | STRATEGIC EQUITY MANAGEMENT, INC. | 112142 | 3,936 | $933.5M | 11 | 2026-03-31 | → |
| 856 | KMG FIDUCIARY PARTNERS, LLC | 298331 | 3,934 | $1.67B | 16 | 2026-05-31 | → |
| 857 | KPP ADVISORY SERVICES LLC | 289507 | 3,932 | $1.24B | 37 | 2026-05-31 | → |
| 858 | FRAZIER FINANCIAL ADVISORS, LLC | 106649 | 3,932 | $1.16B | 20 | 2026-04-30 | → |
| 859 | STACKWELL CAPITAL ADVISERS, LLC | 316298 | 3,924 | $2.3M | 17 | 2026-03-31 | → |
| 860 | DANA INVESTMENT ADVISORS INC | 105879 | 3,920 | $6.08B | 60 | 2026-03-31 | → |
| 861 | OAK RIDGE INVESTMENTS, LLC | 107066 | 3,920 | $1.70B | 13 | 2026-05-31 | → |
| 862 | ATLAS CAPITAL MANAGEMENT CORP | 106107 | 3,920 | $869.8M | 9 | 2026-03-31 | → |
| 863 | BLB & B ADVISORS, LLC | 139096 | 3,913 | $3.26B | 32 | 2026-03-31 | → |
| 864 | ALONGSIDE, LLC | 333587 | 3,903 | $878.6M | 3 | 2026-06-30 | → |
| 865 | MOSAIC FAMILY WEALTH PARTNERS, LLC | 317377 | 3,900 | $2.04B | 22 | 2026-03-31 | → |
| 866 | PAX FINANCIAL GROUP, LLC | 284164 | 3,900 | $747.1M | 22 | 2026-06-30 | → |
| 867 | ROSSBY FINANCIAL, LLC | 324631 | 3,893 | $854.8M | 7 | 2026-05-31 | → |
| 868 | CHOATE INVESTMENT ADVISORS LLC | 106109 | 3,887 | $10.05B | 34 | 2026-03-31 | → |
| 869 | HARDING LOEVNER LP | 104543 | 3,875 | $32.06B | 104 | 2026-03-31 | → |
| 870 | MOSS ADAMS WEALTH ADVISORS LLC | 108917 | 3,867 | $5.77B | 59 | 2026-05-31 | → |
| 871 | CLARITY FINANCIAL, LLC | 150661 | 3,862 | $1.84B | 16 | 2026-05-31 | → |
| 872 | U.S. BANCORP ADVISORS, LLC | 14455 | 3,861 | $1.80B | 379 | 2026-03-31 | → |
| 873 | TOLLESON PRIVATE WEALTH MANAGEMENT, LLC | 111838 | 3,855 | $9.26B | 93 | 2026-03-31 | → |
| 874 | MARKET INVESTMENT GROUP, LLC | 334248 | 3,850 | $416.4M | 33 | 2026-02-28 | → |
| 875 | VCI WEALTH MANAGEMENT LLC | 324833 | 3,837 | $435.3M | 32 | 2026-05-31 | → |
| 876 | CAHILL FINANCIAL ADVISORS, INC. | 109890 | 3,832 | $1.77B | 22 | 2026-03-31 | → |
| 877 | MCKINLEY CARTER WEALTH SERVICES, INC. | 135184 | 3,827 | $2.31B | 32 | 2026-03-31 | → |
| 878 | STRATEGIC FINANCIAL CONCEPTS, LLC | 141849 | 3,824 | $927.7M | 41 | 2026-06-30 | → |
| 879 | FIRST NATIONAL ADVISERS, LLC | 277146 | 3,823 | $7.37B | 35 | 2026-06-30 | → |
| 880 | STRATEGY FINANCIAL SERVICES, LLC | 164531 | 3,820 | $366.7M | 20 | 2026-03-31 | → |
| 881 | SFMG, LLC. | 107548 | 3,817 | $2.96B | 39 | 2026-03-31 | → |
| 882 | EATON VANCE MANAGEMENT | 104859 | 3,816 | $97.02B | 219 | 2026-05-31 | → |
| 883 | BRYN MAWR TRUST ADVISORS, LLC | 285359 | 3,815 | $3.51B | 87 | 2026-04-30 | → |
| 884 | SUMMIT FINANCIAL STRATEGIES INC | 110112 | 3,812 | $2.31B | 35 | 2026-02-28 | → |
| 885 | MAGNOLIA CAPITAL ADVISORS LLC | 298398 | 3,810 | $1.69B | 18 | 2026-03-31 | → |
| 886 | BRIGHTON JONES LLC | 108601 | 3,803 | $18.88B | 316 | 2026-05-31 | → |
| 887 | COMPASS FINANCIAL MANAGEMENT LLC | 156345 | 3,799 | $893.8M | 33 | 2026-05-31 | → |
| 888 | PROSTATIS GROUP LLC | 132662 | 3,799 | $605.4M | 27 | 2026-04-30 | → |
| 889 | COZAD ASSET MANAGEMENT INC | 104764 | 3,798 | $2.62B | 29 | 2026-03-31 | → |
| 890 | ONE WAY HOLDINGS LLC | 315934 | 3,794 | $1.81B | 38 | 2026-03-31 | → |
| 891 | BSW WEALTH PARTNERS, INC., A PUBLIC BENEFIT CORPORATION | 107485 | 3,791 | $2.24B | 27 | 2026-05-31 | → |
| 892 | RANGE ADVISORY, LLC | 321969 | 3,788 | $653.9M | 38 | 2026-03-31 | → |
| 893 | GEMMER ASSET MANAGEMENT LLC | 109034 | 3,787 | $2.36B | 16 | 2026-03-31 | → |
| 894 | KEY FINANCIAL, INC. | 116240 | 3,781 | $2.84B | 36 | 2026-03-31 | → |
| 895 | NEWPORT GROUP CONSULTING, LLC | 140944 | 3,768 | $5.05B | 31 | 2026-03-31 | → |
| 896 | PER STIRLING CAPITAL MANAGEMENT, LLC | 151671 | 3,766 | $1.57B | 30 | 2026-03-31 | → |
| 897 | WEALTHSHIELD PARTNERS, LLC | 169584 | 3,762 | $1.27B | 23 | 2026-03-31 | → |
| 898 | PORTFOLIO MEDICS, LLC | 145958 | 3,761 | $780.5M | 75 | 2026-06-30 | → |
| 899 | XY INVESTMENT SOLUTIONS, LLC | 285967 | 3,753 | $881.5M | 65 | 2026-06-30 | → |
| 900 | VESTOR CAPITAL, LLC | 165855 | 3,752 | $2.28B | 27 | 2026-03-31 | → |
Related Lists
Sleeve1,000 firms · 2026-06-30