Research Report · 2026-06-30
Top Registered Investment Advisers for High-Net-Worth Clients
SEC-registered investment advisers ranked by reported assets from high-net-worth individual clients in ADV Part 1 filings.
Firms
1,000
Total AUM
$55.77T
Median AUM
$3.22B
Latest Filing
2026-06-30
| Rank↕ | Firm Name | CRD↕ | HNW Assets↕ | AUM↕ | Employees↕ | Latest Filing | |
|---|---|---|---|---|---|---|---|
| 301 | SEGALL BRYANT & HAMILL, LLC | 106505 | $1.66B | $22.64B | 161 | 2026-06-30 | → |
| 302 | WASHINGTON CROSSING ADVISORS LLC | 281511 | $1.65B | $2.03B | 10 | 2026-04-30 | → |
| 303 | BEACON CAPITAL MANAGEMENT, INC. | 120641 | $1.64B | $4.26B | 44 | 2026-03-31 | → |
| 304 | TRANSAMERICA FINANCIAL ADVISORS, LLC | 16164 | $1.64B | $2.11B | 991 | 2026-03-31 | → |
| 305 | ALLY INVEST ADVISORS INC | 170301 | $1.64B | $1.73B | 8 | 2026-04-30 | → |
| 306 | CREATIVEONE SECURITIES, LLC | 152974 | $1.64B | $2.54B | 196 | 2026-05-31 | → |
| 307 | WEALTHSPIRE ADVISORS LLC | 106181 | $1.63B | $34.32B | 397 | 2026-04-30 | → |
| 308 | RBC PRIVATE COUNSEL (USA) INC. | 109648 | $1.63B | $7.89B | 1,455 | 2026-06-30 | → |
| 309 | ARVEST INVESTMENTS, INC. | 42057 | $1.63B | $3.44B | 238 | 2026-03-31 | → |
| 310 | AVANTAX PLANNING PARTNERS, INC. | 106237 | $1.62B | $7.57B | 261 | 2026-06-30 | → |
| 311 | BRANDES INVESTMENT PARTNERS, LP | 105404 | $1.62B | $40.65B | 149 | 2026-04-30 | → |
| 312 | KOSHINSKI ASSET MANAGEMENT, INC.-DBA IPI ASSET MANAGEMENT, INC. | 111872 | $1.62B | $2.66B | 67 | 2026-03-31 | → |
| 313 | EQUITY INVESTMENT CORPORATION | 283930 | $1.61B | $3.51B | 27 | 2026-03-31 | → |
| 314 | BOLTON SECURITIES CORP | 129376 | $1.60B | $8.28B | 158 | 2026-03-31 | → |
| 315 | TLG ADVISORS, INC. | 111052 | $1.60B | $2.30B | 290 | 2026-03-31 | → |
| 316 | FRED ALGER MANAGEMENT, LLC | 106750 | $1.60B | $26.14B | 98 | 2026-05-31 | → |
| 317 | 360 ONE PORTFOLIO MANAGERS LIMITED | 307146 | $1.60B | $3.65B | 72 | 2026-06-30 | → |
| 318 | TRILOGY CAPITAL, INC. | 281597 | $1.60B | $3.21B | 74 | 2026-06-30 | → |
| 319 | ROCKEFELLER & CO. LLC | 294197 | $1.60B | $36.76B | 602 | 2026-03-31 | → |
| 320 | REGAL INVESTMENT ADVISORS LLC | 125004 | $1.59B | $2.88B | 131 | 2026-05-31 | → |
| 321 | FIRST CITIZENS INVESTOR SERVICES, INC. | 44430 | $1.59B | $2.63B | 352 | 2026-05-31 | → |
| 322 | KINGSWOOD WEALTH ADVISORS, LLC | 288792 | $1.58B | $3.80B | 88 | 2026-05-31 | → |
| 323 | WELLINGTON CONSULTING SERVICES INC | 105837 | $1.57B | $1.69B | 13 | 2026-03-31 | → |
| 324 | FOUNDERS FINANCIAL SECURITIES, LLC | 137945 | $1.57B | $4.14B | 139 | 2026-04-30 | → |
| 325 | AUSDAL FINANCIAL PARTNERS, INC. | 7995 | $1.57B | $3.73B | 306 | 2026-04-30 | → |
| 326 | WESTERN INTERNATIONAL SECURITIES, INC. | 39262 | $1.56B | $3.51B | 407 | 2025-06-30 | → |
| 327 | BELPOINTE ASSET MANAGEMENT LLC | 143440 | $1.56B | $7.58B | 236 | 2026-05-31 | → |
| 328 | RPOA ADVISORS, INC. | 157222 | $1.56B | $3.59B | 126 | 2026-04-30 | → |
| 329 | LEVEL FOUR ADVISORY SERVICES, LLC | 134086 | $1.56B | $6.54B | 136 | 2026-03-31 | → |
| 330 | PFG ADVISORS, LLC | 173344 | $1.55B | $3.26B | 112 | 2026-03-31 | → |
| 331 | WCG WEALTH ADVISORS, LLC | 173194 | $1.54B | $6.28B | 131 | 2026-06-30 | → |
| 332 | JB CAPITAL LLC | 171168 | $1.54B | $2.78B | 64 | 2026-02-28 | → |
| 333 | TRILLIUM ASSET MANAGEMENT, LLC | 110901 | $1.53B | $4.31B | 53 | 2026-03-31 | → |
| 334 | GROVE POINT ADVISORS, LLC | 313171 | $1.53B | $2.47B | 389 | 2025-07-31 | → |
| 335 | ROBINHOOD ASSET MANAGEMENT, LLC | 323736 | $1.52B | $1.52B | 138 | 2026-06-30 | → |
| 336 | HBW ADVISORY SERVICES LLC | 143665 | $1.52B | $1.75B | 72 | 2026-03-31 | → |
| 337 | VOYA INVESTMENT MANAGEMENT CO. LLC | 106494 | $1.52B | $274.95B | 859 | 2026-03-31 | → |
| 338 | THE LONDON COMPANY OF VIRGINIA, LLC | 106654 | $1.50B | $14.89B | 56 | 2026-03-31 | → |
| 339 | SNOWDEN CAPITAL ADVISORS LLC | 157299 | $1.49B | $8.87B | 154 | 2026-04-30 | → |
| 340 | CORNERSTONE WEALTH MANAGEMENT, LLC | 164666 | $1.49B | $4.93B | 103 | 2026-05-31 | → |
| 341 | WESTERN WEALTH MANAGEMENT LLC | 283545 | $1.49B | $5.36B | 98 | 2026-06-30 | → |
| 342 | COMPOUND PLANNING, INC. | 171787 | $1.48B | $4.85B | 119 | 2026-03-31 | → |
| 343 | STADION MONEY MANAGEMENT, LLC | 112608 | $1.47B | $2.69B | 39 | 2026-03-31 | → |
| 344 | ADVISORY ALPHA, LLC | 158282 | $1.47B | $4.37B | 66 | 2026-03-31 | → |
| 345 | ADVISOR RESOURCE COUNCIL | 164109 | $1.46B | $3.49B | 119 | 2026-03-31 | → |
| 346 | COOKSON PEIRCE & CO INC | 110729 | $1.46B | $2.56B | 29 | 2026-05-31 | → |
| 347 | CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 128545 | $1.46B | $10.25B | 182 | 2026-03-31 | → |
| 348 | TRAYNOR CAPITAL MANAGEMENT, INC. | 138881 | $1.46B | $2.42B | 12 | 2026-04-30 | → |
| 349 | SILVER OAK SECURITIES INCORPORATED | 46947 | $1.45B | $2.45B | 103 | 2026-05-31 | → |
| 350 | ALPHASTAR CAPITAL MANAGEMENT, LLC | 157423 | $1.44B | $2.50B | 150 | 2026-05-31 | → |
| 351 | MIDWESTERN SECURITIES TRADING COMPANY, LLC | 101080 | $1.44B | $1.98B | 105 | 2026-06-30 | → |
| 352 | NORTHCOAST ASSET MANAGEMENT LLC | 282241 | $1.44B | $4.97B | 45 | 2026-06-30 | → |
| 353 | FORUM FINANCIAL MANAGEMENT, LP | 145706 | $1.43B | $8.69B | 143 | 2026-06-30 | → |
| 354 | HB WEALTH MANAGEMENT, LLC | 316731 | $1.43B | $30.16B | 325 | 2026-05-31 | → |
| 355 | EQUITY SERVICES, INC. | 265 | $1.43B | $2.78B | 500 | 2026-03-31 | → |
| 356 | CW ADVISORS, LLC | 310873 | $1.43B | $15.22B | 152 | 2026-05-31 | → |
| 357 | USA FINANCIAL EXCHANGE LLC | 283466 | $1.40B | $1.64B | 38 | 2026-03-31 | → |
| 358 | BRIGHTHOUSE INVESTMENT ADVISERS, LLC | 107312 | $1.40B | $132.63B | 29 | 2026-03-31 | → |
| 359 | SILICON VALLEY RETIREMENT SERVICES, LLC | 154756 | $1.40B | $1.40B | 2 | 2026-02-28 | → |
| 360 | ISLANDBRIDGE CAPITAL LIMITED | 312174 | $1.39B | $1.62B | 16 | 2026-03-31 | → |
| 361 | LIDO ADVISORS, LLC | 269866 | $1.39B | $42.50B | 437 | 2026-06-30 | → |
| 362 | SYMMETRY PARTNERS, LLC. | 120982 | $1.38B | $4.73B | 52 | 2026-02-28 | → |
| 363 | SPIDERROCK ADVISORS, LLC | 171992 | $1.38B | $9.83B | 61 | 2026-03-31 | → |
| 364 | GQG PARTNERS LLC | 283720 | $1.38B | $163.86B | 227 | 2026-03-31 | → |
| 365 | RNC CAPITAL MANAGEMENT LLC | 108618 | $1.37B | $5.10B | 63 | 2026-04-30 | → |
| 366 | STIFEL INDEPENDENT ADVISORS, LLC | 28218 | $1.37B | $5.01B | 198 | 2026-03-31 | → |
| 367 | BEAUMONT FINANCIAL ADVISORS, LLC | 322925 | $1.36B | $3.76B | 24 | 2026-03-31 | → |
| 368 | HOWLAND CAPITAL MANAGEMENT LLC | 104726 | $1.35B | $3.74B | 35 | 2026-03-31 | → |
| 369 | IHT WEALTH MANAGEMENT LLC | 171481 | $1.34B | $9.80B | 179 | 2026-03-31 | → |
| 370 | PRINCIPAL ADVISED SERVICES, LLC | 297324 | $1.33B | $1.42B | 383 | 2026-05-31 | → |
| 371 | FIRST HEARTLAND CONSULTANTS, INC. | 110377 | $1.33B | $2.09B | 96 | 2026-03-31 | → |
| 372 | WESTEND ADVISORS, LLC | 133279 | $1.33B | $1.87B | 29 | 2026-01-31 | → |
| 373 | MCADAM LLC | 170914 | $1.33B | $2.68B | 174 | 2026-04-30 | → |
| 374 | JARISLOWSKY, FRASER LIMITED | 107390 | $1.33B | $38.23B | 225 | 2025-05-31 | → |
| 375 | FINANCIAL ADVOCATES INVESTMENT MANAGEMENT | 151298 | $1.30B | $4.07B | 85 | 2025-09-30 | → |
| 376 | DAVIDSON INVESTMENT ADVISORS, INC. | 110552 | $1.30B | $5.20B | 31 | 2025-12-31 | → |
| 377 | JENNISON ASSOCIATES LLC | 107959 | $1.29B | $214.84B | 360 | 2026-03-31 | → |
| 378 | MCINROY & WOOD LIMITED | 316199 | $1.27B | $2.46B | 72 | 2025-09-30 | → |
| 379 | MARSHFIELD ASSOCIATES, INC. | 150614 | $1.26B | $8.12B | 27 | 2026-03-31 | → |
| 380 | ST. GERMAIN INVESTMENT MANAGEMENT, INC. | 155186 | $1.26B | $3.79B | 42 | 2026-03-31 | → |
| 381 | COOPER FINANCIAL GROUP | 111458 | $1.25B | $2.85B | 53 | 2026-06-30 | → |
| 382 | MT ASSET MANAGEMENT, LLC | 147381 | $1.24B | $1.24B | 9 | 2026-05-31 | → |
| 383 | SPARTAN WEALTH ADVISORY SERVICES LLC | 331719 | $1.24B | $1.48B | 31 | 2026-05-31 | → |
| 384 | HIGHPOINT ADVISOR GROUP, LLC | 316636 | $1.23B | $4.78B | 106 | 2026-05-31 | → |
| 385 | CHICAGO PARTNERS INVESTMENT GROUP LLC | 147662 | $1.23B | $7.47B | 73 | 2026-03-31 | → |
| 386 | THE MATHER GROUP, LLC | 156005 | $1.22B | $13.45B | 186 | 2026-04-30 | → |
| 387 | FIDUCIARY ALLIANCE LLC | 284924 | $1.22B | $2.53B | 76 | 2026-06-30 | → |
| 388 | HBK SORCE ADVISORY LLC | 112139 | $1.22B | $7.66B | 109 | 2026-02-28 | → |
| 389 | NATIONS FINANCIAL GROUP, INC. | 44181 | $1.21B | $4.77B | 94 | 2026-03-31 | → |
| 390 | VICTORY CAPITAL MANAGEMENT INC. | 106189 | $1.21B | $282.71B | 699 | 2026-03-31 | → |
| 391 | CAMBIAR INVESTORS, LLC | 115093 | $1.21B | $2.92B | 28 | 2026-03-31 | → |
| 392 | CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 38357 | $1.21B | $14.43B | 158 | 2026-03-31 | → |
| 393 | ROYAL FUND MANAGEMENT, LLC | 144434 | $1.20B | $1.56B | 93 | 2026-05-31 | → |
| 394 | NEWEDGE WEALTH, LLC | 307771 | $1.20B | $19.93B | 211 | 2026-04-30 | → |
| 395 | WEALTHCARE CAPITAL MANAGEMENT LLC | 111119 | $1.19B | $3.93B | 54 | 2026-05-31 | → |
| 396 | STRATOS WEALTH ADVISORS LLC | 283816 | $1.18B | $5.57B | 170 | 2026-06-30 | → |
| 397 | PINNACLE INVESTMENTS, LLC | 142910 | $1.16B | $1.29B | 60 | 2026-06-30 | → |
| 398 | CONFLUENCE WEALTH SERVICES, INC. | 311980 | $1.16B | $6.84B | 70 | 2026-06-30 | → |
| 399 | FORVIS MAZARS WEALTH ADVISORS, LLC | 110905 | $1.16B | $9.75B | 123 | 2026-03-31 | → |
| 400 | A.G.P. / ALLIANCE GLOBAL PARTNERS, LLC | 8361 | $1.15B | $2.30B | 320 | 2026-06-30 | → |
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