Research Report · 2026-06-30
Top Registered Investment Advisers by Pension Clients
SEC-registered investment advisers ranked by reported pension and profit-sharing plan clients.
Firms
1,000
Total AUM
$66.82T
Median AUM
$2.86B
Latest Filing
2026-06-30
| Rank↕ | Firm Name | CRD↕ | Pension Clients↕ | AUM↕ | Employees↕ | Latest Filing | |
|---|---|---|---|---|---|---|---|
| 1 | WILSHIRE ADVISORS LLC | 6210 | 94,431 | $149.10B | 307 | 2026-06-30 | → |
| 2 | ADP STRATEGIC PLAN SERVICES, LLC | 286555 | 90,603 | $23.78B | 13 | 2026-06-30 | → |
| 3 | MESIROW FINANCIAL INVESTMENT MANAGEMENT, INC. | 111135 | 76,209 | $50.44B | 161 | 2026-06-30 | → |
| 4 | GUSTO INVESTMENT SERVICES, LLC | 281515 | 57,744 | $12.01B | 3 | 2026-05-31 | → |
| 5 | HUMAN INTEREST ADVISORS LLC | 269875 | 38,389 | $8.10B | 6 | 2026-04-30 | → |
| 6 | GUIDED CHOICE ASSET MANAGEMENT, INC. | 112674 | 25,398 | $8.55B | 22 | 2026-03-31 | → |
| 7 | RATHBONES INVESTMENT MANAGEMENT LIMITED | 124925 | 23,772 | $135.09B | 1,715 | 2026-03-31 | → |
| 8 | EDWARD D. JONES & CO., L.P. | 250 | 20,833 | $1.01T | 36,317 | 2026-06-30 | → |
| 9 | MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 7691 | 17,422 | $1.78T | 32,960 | 2026-06-30 | → |
| 10 | MANAGED ACCOUNT ADVISORS LLC | 142558 | 12,319 | $994.99B | 61 | 2026-06-30 | → |
| 11 | GLOBAL RETIREMENT PARTNERS LLC | 172011 | 11,120 | $169.58B | 464 | 2026-06-30 | → |
| 12 | CREATIVE PLANNING, LLC | 105348 | 10,861 | $295.57B | 1,650 | 2026-03-31 | → |
| 13 | MORGAN STANLEY SMITH BARNEY LLC | 149777 | 10,466 | $1.96T | 29,481 | 2026-06-30 | → |
| 14 | LPL FINANCIAL LLC | 6413 | 10,450 | $819.12B | 41,879 | 2026-06-30 | → |
| 15 | STRATEGIC ADVISERS LLC | 104555 | 10,164 | $1.37T | 17,112 | 2026-03-31 | → |
| 16 | UBS FINANCIAL SERVICES INC. | 8174 | 9,843 | $915.79B | 12,524 | 2026-06-30 | → |
| 17 | RAYMOND JAMES & ASSOCIATES, INC. | 705 | 9,726 | $500.96B | 16,780 | 2026-06-30 | → |
| 18 | WELLS FARGO CLEARING SERVICES, LLC | 19616 | 9,346 | $671.42B | 18,895 | 2026-06-30 | → |
| 19 | FIDELITY PERSONAL AND WORKPLACE ADVISORS LLC | 288590 | 8,817 | $818.78B | 15,424 | 2025-03-31 | → |
| 20 | RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | 149018 | 8,500 | $390.04B | 9,675 | 2026-06-30 | → |
| 21 | AMERIPRISE FINANCIAL SERVICES, LLC | 6363 | 7,105 | $660.47B | 14,056 | 2026-06-30 | → |
| 22 | CETERA INVESTMENT ADVISERS LLC | 105644 | 6,324 | $256.81B | 10,251 | 2026-06-30 | → |
| 23 | ONEDIGITAL INVESTMENT ADVISORS LLC | 106766 | 5,160 | $155.41B | 648 | 2026-04-30 | → |
| 24 | ASSETMARK, INC. | 109018 | 4,797 | $91.76B | 859 | 2026-05-31 | → |
| 25 | BETTERMENT LLC | 149117 | 4,792 | $69.52B | 794 | 2026-06-30 | → |
| 26 | ENVESTNET RETIREMENT SOLUTIONS, LLC | 171570 | 4,391 | $16.30B | 24 | 2026-06-30 | → |
| 27 | WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC | 11025 | 4,364 | $252.25B | 4,047 | 2026-06-30 | → |
| 28 | LEAFHOUSE FINANCIAL ADVISORS, LLC | 149694 | 4,045 | $24.09B | 30 | 2026-06-30 | → |
| 29 | NEWPORT GROUP CONSULTING, LLC | 140944 | 3,761 | $5.05B | 31 | 2026-03-31 | → |
| 30 | WORLD INVESTMENT ADVISORS, LLC | 208512 | 3,552 | $56.28B | 413 | 2026-03-31 | → |
| 31 | CAPFINANCIAL PARTNERS, LLC | 175112 | 3,523 | $1.24T | 1,841 | 2026-05-31 | → |
| 32 | MML INVESTORS SERVICES, LLC | 10409 | 3,379 | $115.64B | 6,976 | 2026-05-31 | → |
| 33 | GO INVEST LLC | 291884 | 3,297 | $889.0M | 1 | 2026-03-31 | → |
| 34 | STANCORP INVESTMENT ADVISERS, INC. | 110228 | 2,580 | $34.50B | 81 | 2026-03-31 | → |
| 35 | J.P. MORGAN SECURITIES LLC | 79 | 2,559 | $429.69B | 8,703 | 2026-06-30 | → |
| 36 | PNC WEALTH MANAGEMENT | 129052 | 2,495 | $30.27B | 1,713 | 2026-06-30 | → |
| 37 | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 134139 | 2,387 | $138.69B | 3,527 | 2026-06-30 | → |
| 38 | RBC CAPITAL MARKETS, LLC | 31194 | 2,335 | $310.43B | 8,781 | 2026-06-30 | → |
| 39 | GALLAGHER FIDUCIARY ADVISORS, LLC | 146509 | 2,099 | $194.82B | 235 | 2026-06-30 | → |
| 40 | VESTWELL ADVISORS LLC | 284173 | 2,000 | $1.03B | 30 | 2026-04-30 | → |
| 41 | &PARTNERS | 3767 | 1,887 | $30.27B | 703 | 2026-06-30 | → |
| 42 | AVANTAX ADVISORY SERVICES, INC. | 104556 | 1,842 | $46.11B | 2,278 | 2025-03-31 | → |
| 43 | FISHER RETIREMENT SOLUTIONS LLC | 331205 | 1,839 | $6.85B | 159 | 2026-06-30 | → |
| 44 | CHARLES SCHWAB INVESTMENT MANAGEMENT, INC | 106753 | 1,805 | $1.72T | 946 | 2026-03-31 | → |
| 45 | EXPAND FINANCIAL, LLC | 152515 | 1,739 | $2.77B | 6 | 2026-03-31 | → |
| 46 | ROBERT W. BAIRD & CO. INCORPORATED | 8158 | 1,709 | $394.07B | 4,322 | 2026-04-30 | → |
| 47 | JAMES HAMBRO & PARTNERS LLP | 286283 | 1,485 | $10.56B | 166 | 2025-11-30 | → |
| 48 | STIFEL, NICOLAUS & COMPANY, INCORPORATED | 793 | 1,481 | $197.53B | 6,478 | 2026-06-30 | → |
| 49 | FOCUS PARTNERS ADVISOR SOLUTIONS, LLC | 143319 | 1,432 | $36.41B | 309 | 2026-03-31 | → |
| 50 | WELLTH ADVISORY SERVICES, LLC | 330537 | 1,406 | $26.68B | 74 | 2026-03-31 | → |
| 51 | WEALTHSPIRE RETIREMENT, LLC | 121254 | 1,395 | $38.61B | 244 | 2026-03-31 | → |
| 52 | PRIME CAPITAL INVESTMENT ADVISORS, LLC | 288712 | 1,378 | $39.14B | 460 | 2026-06-30 | → |
| 53 | J.P. MORGAN PRIVATE INVESTMENTS INC. | 110186 | 1,303 | $469.98B | 758 | 2026-06-30 | → |
| 54 | OSAIC WEALTH, INC. | 23131 | 1,251 | $234.86B | 8,979 | 2026-06-30 | → |
| 55 | COMMONWEALTH EQUITY SERVICES, LLC | 8032 | 1,207 | $212.66B | 4,200 | 2026-05-31 | → |
| 56 | PRIVATE ADVISOR GROUP, LLC | 155216 | 1,195 | $44.33B | 674 | 2026-06-30 | → |
| 57 | EMPOWER ADVISORY GROUP, LLC | 112058 | 1,191 | $195.43B | 8,051 | 2026-06-30 | → |
| 58 | ORION PORTFOLIO SOLUTIONS, LLC | 107975 | 1,154 | $64.84B | 305 | 2026-06-30 | → |
| 59 | PARK AVENUE SECURITIES LLC | 46173 | 1,139 | $19.58B | 2,073 | 2026-06-30 | → |
| 60 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 116407 | 1,096 | $122.19B | 1,700 | 2026-06-30 | → |
| 61 | FRANKLIN TEMPLETON PRIVATE PORTFOLIO GROUP, LLC | 142219 | 1,030 | $139.88B | 15 | 2026-06-30 | → |
| 62 | ROCKEFELLER FINANCIAL LLC | 291361 | 911 | $99.60B | 1,005 | 2026-03-31 | → |
| 63 | J.P. MORGAN INVESTMENT MANAGEMENT INC. | 107038 | 892 | $3.52T | 3,194 | 2026-06-30 | → |
| 64 | INDEPENDENT ADVISOR ALLIANCE, LLC | 168267 | 875 | $17.23B | 251 | 2026-06-30 | → |
| 65 | FIRST EAGLE SEPARATE ACCOUNT MANAGEMENT, LLC | 300359 | 848 | $907.6M | 46 | 2026-06-30 | → |
| 66 | USI ADVISORS, INC. | 108113 | 845 | $56.28B | 79 | 2026-03-31 | → |
| 67 | CERITY PARTNERS RETIREMENT PLAN ADVISORS LLC | 164198 | 821 | $40.25B | 193 | 2026-04-30 | → |
| 68 | CERITY PARTNERS LLC | 151559 | 789 | $161.68B | 1,529 | 2026-06-30 | → |
| 69 | FERMATA ADVISORS, LLC | 305614 | 787 | $1.01B | 26 | 2026-06-30 | → |
| 70 | KESTRA ADVISORY SERVICES, LLC | 283330 | 785 | $79.80B | 1,359 | 2026-06-30 | → |
| 71 | IFP ADVISORS, LLC | 125112 | 780 | $16.29B | 328 | 2026-06-30 | → |
| 72 | WAVERTON INVESTMENT MANAGEMENT LIMITED | 112200 | 736 | $17.14B | 184 | 2025-07-31 | → |
| 73 | CBIZ INVESTMENT ADVISORY SERVICES, LLC | 286002 | 730 | $12.76B | 93 | 2026-03-31 | → |
| 74 | MERCER GLOBAL ADVISORS INC. | 147363 | 718 | $84.40B | 1,429 | 2026-05-31 | → |
| 75 | NEUBERGER BERMAN INVESTMENT ADVISERS LLC | 124687 | 710 | $398.65B | 1,542 | 2026-03-31 | → |
| 76 | DAYBRIGHT ADVISORY SERVICES, INC. | 133795 | 696 | $997.4M | 10 | 2026-03-31 | → |
| 77 | AXXCESS WEALTH MANAGEMENT, LLC | 164081 | 679 | $8.88B | 72 | 2026-03-31 | → |
| 78 | SAGEVIEW ADVISORY GROUP, LLC | 126777 | 668 | $37.50B | 195 | 2026-03-31 | → |
| 79 | JANNEY MONTGOMERY SCOTT LLC | 463 | 664 | $110.11B | 2,404 | 2026-06-30 | → |
| 80 | SENTINEL PENSION ADVISORS, LLC | 109901 | 633 | $11.94B | 53 | 2026-05-31 | → |
| 81 | EVERHART FINANCIAL GROUP INC | 107091 | 625 | $2.46B | 59 | 2026-06-30 | → |
| 82 | AVANTAX PLANNING PARTNERS, INC. | 106237 | 591 | $7.57B | 261 | 2026-06-30 | → |
| 83 | PRINCIPAL GLOBAL INVESTORS, LLC | 109002 | 578 | $427.71B | 1,394 | 2026-05-31 | → |
| 84 | ACCELERATE INVESTMENT ADVISORS LLC | 325859 | 577 | $315.4M | 40 | 2026-06-30 | → |
| 85 | PARAMETRIC PORTFOLIO ASSOCIATES LLC | 114310 | 559 | $684.78B | 1,109 | 2026-04-30 | → |
| 86 | J.P. MORGAN PRIVATE WEALTH ADVISORS LLC | 108559 | 547 | $86.27B | 690 | 2025-01-31 | → |
| 87 | ALLIANCEBERNSTEIN L.P. | 108477 | 539 | $763.40B | 4,204 | 2026-03-31 | → |
| 88 | LEVEL FOUR ADVISORY SERVICES, LLC | 134086 | 537 | $6.54B | 136 | 2026-03-31 | → |
| 89 | FOCUS PARTNERS WEALTH, LLC | 159289 | 535 | $181.86B | 1,915 | 2026-04-30 | → |
| 90 | STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 283004 | 528 | $33.52B | 549 | 2026-06-30 | → |
| 91 | THE BALDWIN GROUP WEALTH ADVISORS, LLC | 312284 | 528 | $27.28B | 50 | 2026-04-30 | → |
| 92 | FIFTH THIRD SECURITIES, INC. | 628 | 524 | $10.92B | 13,533 | 2026-06-30 | → |
| 93 | INTELLICENTS INVESTMENT SOLUTIONS INC | 107498 | 504 | $9.92B | 80 | 2026-06-30 | → |
| 94 | KAYE CAPITAL MANAGEMENT | 109329 | 494 | $743.2M | 6 | 2025-02-28 | → |
| 95 | POPULAR SECURITIES, LLC | 8096 | 486 | $2.62B | 91 | 2026-03-31 | → |
| 96 | VERUS CAPITAL PARTNERS, LLC | 151568 | 482 | $2.29B | 68 | 2026-03-31 | → |
| 97 | MATSON MONEY, INC. | 110425 | 477 | $24.33B | 69 | 2026-05-31 | → |
| 98 | BNY MELLON ADVISORS, INC. | 106108 | 472 | $33.48B | 66 | 2026-05-31 | → |
| 99 | OPPENHEIMER ASSET MANAGEMENT INC. | 105559 | 470 | $21.33B | 129 | 2026-03-31 | → |
| 100 | CLEARBRIDGE INVESTMENTS, LLC | 137028 | 469 | $184.81B | 210 | 2026-01-31 | → |
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