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 | |
|---|---|---|---|---|---|---|---|
| 801 | THE FIDUCIARY GROUP, LLC | 221530 | 41 | $1.97B | 18 | 2026-03-31 | → |
| 802 | CAPITAL MANAGEMENT ASSOCIATES INC | 105010 | 41 | $1.88B | 17 | 2026-03-31 | → |
| 803 | CONSOLIDATED PORTFOLIO REVIEW CORP | 112694 | 41 | $1.59B | 56 | 2026-06-30 | → |
| 804 | HURLOW WEALTH MANAGEMENT GROUP, INC. | 282587 | 41 | $794.4M | 16 | 2026-03-31 | → |
| 805 | BARNES WEALTH MANAGEMENT GROUP, INC. | 132189 | 41 | $477.2M | 12 | 2026-03-31 | → |
| 806 | ALPHA FINANCIAL PARTNERS LLC | 306639 | 41 | $459.9M | 7 | 2026-03-31 | → |
| 807 | GOLDMAN SACHS ASSET MANAGEMENT CO., LTD. | 283221 | 40 | $71.83B | 163 | 2026-05-31 | → |
| 808 | TCW INVESTMENT MANAGEMENT COMPANY LLC | 106546 | 40 | $38.82B | 405 | 2026-05-31 | → |
| 809 | THE LONDON COMPANY OF VIRGINIA, LLC | 106654 | 40 | $14.89B | 56 | 2026-03-31 | → |
| 810 | STRATOS WEALTH ADVISORS LLC | 283816 | 40 | $5.57B | 170 | 2026-06-30 | → |
| 811 | DAVID VAUGHAN INVESTMENTS, LLC | 105990 | 40 | $5.33B | 48 | 2026-03-31 | → |
| 812 | CWA ASSET MANAGEMENT GROUP, LLC | 158940 | 40 | $4.51B | 67 | 2026-04-30 | → |
| 813 | REGAL INVESTMENT ADVISORS LLC | 125004 | 40 | $2.88B | 131 | 2026-05-31 | → |
| 814 | NEWSQUARE CAPITAL, LLC | 152430 | 40 | $2.39B | 21 | 2026-02-28 | → |
| 815 | PRISM FINANCIAL GROUP, L.L.C. | 112315 | 40 | $1.70B | 9 | 2025-02-28 | → |
| 816 | BEAM WEALTH ADVISORS, INC. | 109867 | 40 | $1.60B | 27 | 2026-04-30 | → |
| 817 | BURTON ENRIGHT WELCH | 118376 | 40 | $1.55B | 19 | 2026-03-31 | → |
| 818 | CAPITAL ADVISORS WEALTH MANAGEMENT, LLC | 309387 | 40 | $1.11B | 10 | 2026-04-30 | → |
| 819 | STRATEGIC PLANNING GROUP, LLC | 113844 | 40 | $910.3M | 20 | 2026-03-31 | → |
| 820 | WESTWOOD ADVISORS, L.L.C | 132162 | 40 | $749.5M | 62 | 2026-04-30 | → |
| 821 | G. A. REPPLE & COMPANY | 17486 | 40 | $716.3M | 53 | 2026-03-31 | → |
| 822 | NORTHEAST ADVISERS INC | 108835 | 40 | $639.1M | 5 | 2026-03-31 | → |
| 823 | IVC WEALTH ADVISORS LLC | 301127 | 40 | $455.0M | 8 | 2026-01-31 | → |
| 824 | FOSTER & WOOD, INC. | 165362 | 40 | $218.7M | 3 | 2026-03-31 | → |
| 825 | PELICAN INVESTMENT ADVISORS, LLC | 313227 | 40 | $128.5M | 12 | 2026-06-30 | → |
| 826 | PRINCIPLED ADVISORS, INC. | 323468 | 40 | $15.0M | 1 | 2026-03-31 | → |
| 827 | APERIO GROUP, LLC | 111616 | 39 | $152.13B | 208 | 2026-04-30 | → |
| 828 | PUTNAM INVESTMENT MANAGEMENT, LLC | 106629 | 39 | $117.24B | 139 | 2026-02-28 | → |
| 829 | PRINCIPAL REAL ESTATE INVESTORS, LLC | 109008 | 39 | $105.65B | 477 | 2026-05-31 | → |
| 830 | CULLEN CAPITAL MANAGEMENT, LLC | 113128 | 39 | $11.58B | 64 | 2026-03-31 | → |
| 831 | PARALLEL ADVISORS, LLC | 140800 | 39 | $10.31B | 137 | 2026-06-30 | → |
| 832 | ICAPITAL, LLC | 122816 | 39 | $1.45B | 9 | 2026-03-31 | → |
| 833 | ROCKLINE WEALTH MANAGEMENT LLC | 324004 | 39 | $749.6M | 4 | 2026-02-28 | → |
| 834 | GLOBAL WEALTH MANAGEMENT INVESTMENT ADVISORY, INC. | 286005 | 39 | $722.8M | 42 | 2026-03-31 | → |
| 835 | KASSOUF WEALTH ADVISORS, LLC | 122683 | 39 | $471.3M | 10 | 2026-03-31 | → |
| 836 | PARKVIEW ASSET MANAGEMENT, INC. | 307977 | 39 | $206.1M | 4 | 2026-03-31 | → |
| 837 | INVISOR FINANCIAL LLC | 174890 | 39 | $198.5M | 4 | 2026-02-28 | → |
| 838 | RDG CAPITAL MANAGEMENT LLC | 329749 | 39 | $131.8M | 2 | 2026-06-30 | → |
| 839 | LUTHER KING CAPITAL MANAGEMENT CORPORATION | 110093 | 38 | $31.50B | 110 | 2026-06-30 | → |
| 840 | SUMMIT TRAIL ADVISORS, LLC | 220519 | 38 | $19.94B | 94 | 2026-05-31 | → |
| 841 | FERGUSON WELLMAN CAPITAL MANAGEMENT, INC. | 104692 | 38 | $10.66B | 68 | 2026-06-30 | → |
| 842 | ROBERTSON STEPHENS WEALTH MANAGEMENT, LLC | 289977 | 38 | $8.76B | 118 | 2026-04-30 | → |
| 843 | GODSEY & GIBB INC | 105650 | 38 | $1.56B | 23 | 2026-05-31 | → |
| 844 | ASCENT WEALTH PARTNERS, LLC | 158898 | 38 | $1.52B | 17 | 2026-03-31 | → |
| 845 | CEDAR MOUNTAIN ADVISORS, LLC | 140339 | 38 | $1.20B | 10 | 2026-03-31 | → |
| 846 | BERKELEY CAPITAL PARTNERS, LLC | 281082 | 38 | $1.10B | 11 | 2026-03-31 | → |
| 847 | ARCHER INVESTMENT CORPORATION | 136403 | 38 | $1.01B | 80 | 2026-03-31 | → |
| 848 | PHOENIX WEALTH ADVISORS INC. | 118412 | 38 | $641.4M | 8 | 2026-02-28 | → |
| 849 | RETIRERIGHT, LLC | 300925 | 38 | $561.1M | 5 | 2026-03-31 | → |
| 850 | IF ADVISORS, LLC | 309631 | 38 | $491.4M | 4 | 2026-03-31 | → |
| 851 | IFRAH FINANCIAL SERVICES, INC. | 136925 | 38 | $489.1M | 14 | 2026-02-28 | → |
| 852 | CAROLINA QUALIFIED RETIREMENT PLAN ADVISERS, LLC | 171534 | 38 | $443.9M | 1 | 2026-02-28 | → |
| 853 | OXINAS PARTNERS, LLC | 297462 | 38 | $391.0M | 8 | 2026-02-28 | → |
| 854 | NAVIGATE FINANCIAL LLC | 325945 | 38 | $337.9M | 3 | 2026-01-31 | → |
| 855 | OPINICUS CAPITAL, INC. | 168344 | 38 | $297.1M | 7 | 2026-03-31 | → |
| 856 | OAKTREE CAPITAL MANAGEMENT, L.P. | 106793 | 37 | $183.29B | 905 | 2026-05-31 | → |
| 857 | HARRIS ASSOCIATES LP | 106960 | 37 | $109.48B | 221 | 2026-03-31 | → |
| 858 | CONCORD ADVISORY GROUP LTD | 107291 | 37 | $46.19B | 34 | 2026-03-31 | → |
| 859 | RUSSELL INVESTMENTS CAPITAL, LLC | 37550 | 37 | $35.03B | 580 | 2026-03-31 | → |
| 860 | HARDING LOEVNER LP | 104543 | 37 | $32.06B | 104 | 2026-03-31 | → |
| 861 | GERBER KAWASAKI, INC. | 153649 | 37 | $4.11B | 59 | 2026-03-31 | → |
| 862 | NEXT FINANCIAL GROUP, INC. | 46214 | 37 | $3.77B | 564 | 2025-08-31 | → |
| 863 | DESCHUTES PORTFOLIO STRATEGY, LLC | 155424 | 37 | $1.63B | 11 | 2026-03-31 | → |
| 864 | COMPASS FINANCIAL MANAGEMENT LLC | 156345 | 37 | $893.8M | 33 | 2026-05-31 | → |
| 865 | WHELAN FINANCIAL | 107227 | 37 | $781.8M | 9 | 2026-01-31 | → |
| 866 | RIDGEWOOD INVESTMENTS LLC | 121220 | 37 | $419.2M | 7 | 2026-04-30 | → |
| 867 | ANDERSON FINANCIAL STRATEGIES, LLC | 290343 | 37 | $402.1M | 7 | 2026-03-31 | → |
| 868 | DELAWARE AVENUE WEALTH PLANNERS, LLC | 306818 | 37 | $255.6M | 4 | 2026-06-30 | → |
| 869 | PRICE FINANCIAL GROUP WEALTH MANAGEMENT, INC. | 323146 | 37 | $173.5M | 7 | 2026-04-30 | → |
| 870 | GOLDMAN SACHS ASSET MANAGEMENT INTERNATIONAL | 107715 | 36 | $621.02B | 611 | 2026-05-31 | → |
| 871 | PAYDEN & RYGEL | 107160 | 36 | $158.23B | 194 | 2026-03-31 | → |
| 872 | DAVIDSON INVESTMENT ADVISORS, INC. | 110552 | 36 | $5.20B | 31 | 2025-12-31 | → |
| 873 | JACOBI CAPITAL MANAGEMENT, LLC | 147663 | 36 | $2.64B | 31 | 2026-06-30 | → |
| 874 | WADDELL & ASSOCIATES, LLC | 283723 | 36 | $2.38B | 21 | 2026-03-31 | → |
| 875 | VAN HULZEN ASSET MANAGEMENT, LLC | 116632 | 36 | $2.14B | 21 | 2026-03-31 | → |
| 876 | PHYSICIAN WEALTH ADVISORS, INC. | 106043 | 36 | $2.01B | 15 | 2026-03-31 | → |
| 877 | RVW WEALTH LLC | 140451 | 36 | $1.94B | 12 | 2026-06-30 | → |
| 878 | MJP ASSOCIATES, INC. | 127654 | 36 | $1.56B | 21 | 2026-06-30 | → |
| 879 | RWWM, INC. | 148221 | 36 | $1.54B | 8 | 2026-03-31 | → |
| 880 | DRIVE WEALTH MANAGEMENT, LLC | 174728 | 36 | $1.50B | 17 | 2026-04-30 | → |
| 881 | ARLINGTON FINANCIAL ADVISORS, LLC | 283288 | 36 | $1.24B | 16 | 2026-02-28 | → |
| 882 | SQUIRE INVESTMENT MANAGEMENT COMPANY, LLC | 117750 | 36 | $586.7M | 15 | 2026-03-31 | → |
| 883 | REEDMARK ADVISORS, LLC | 173760 | 36 | $564.6M | 12 | 2026-03-31 | → |
| 884 | CANNON TINGEY INVESTMENT ADVISORS INC | 107539 | 36 | $477.7M | 6 | 2026-03-31 | → |
| 885 | SYMPHONY FINANCIAL SERVICES, INC. | 125058 | 36 | $428.7M | 7 | 2026-02-28 | → |
| 886 | MONTEREY WEALTH PARTNERS LLC | 172577 | 36 | $300.1M | 3 | 2026-01-31 | → |
| 887 | FINANCIAL INDEPENDENCE ADVISORS, LLC | 317193 | 36 | $161.0M | 6 | 2026-01-31 | → |
| 888 | JACOBS LEVY EQUITY MANAGEMENT INC | 107022 | 35 | $28.01B | 70 | 2026-04-30 | → |
| 889 | FIDUCIARY MANAGEMENT, INC. | 109149 | 35 | $11.36B | 25 | 2026-06-30 | → |
| 890 | ONE CAPITAL MANAGEMENT, LLC | 114861 | 35 | $8.53B | 103 | 2026-06-30 | → |
| 891 | GLASSMAN WEALTH SERVICES, LLC | 151478 | 35 | $2.56B | 21 | 2026-04-30 | → |
| 892 | L.M. KOHN & COMPANY | 27913 | 35 | $2.09B | 85 | 2025-04-30 | → |
| 893 | WINDWARD CAPITAL MANAGEMENT CO | 106908 | 35 | $1.86B | 7 | 2026-06-30 | → |
| 894 | ACORN FINANCIAL ADVISORY SERVICES, INC. | 116763 | 35 | $1.40B | 11 | 2026-06-30 | → |
| 895 | INSPIRION WEALTH ADVISORS, LLC | 165174 | 35 | $1.39B | 12 | 2026-03-31 | → |
| 896 | PRIVATE CLIENT SERVICES, LLC | 120222 | 35 | $1.38B | 60 | 2026-03-31 | → |
| 897 | MADISON WEALTH PARTNERS, INC. | 305824 | 35 | $1.30B | 17 | 2026-06-30 | → |
| 898 | SB ADVISORY, LLC | 154680 | 35 | $1.10B | 35 | 2026-06-30 | → |
| 899 | FOCUS INVESTMENT ADVISORS, INC | 109970 | 35 | $956.2M | 7 | 2026-03-31 | → |
| 900 | CORRECT CAPITAL WEALTH MANAGEMENT, LLC | 298774 | 35 | $889.3M | 12 | 2026-02-28 | → |
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