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 | |
|---|---|---|---|---|---|---|---|
| 401 | TRUE FREEDOM INVESTING, LLC | 322728 | $1.14B | $1.56B | 15 | 2026-06-30 | → |
| 402 | B.O.S.S. RETIREMENT ADVISORS, LLC | 171143 | $1.14B | $1.38B | 87 | 2026-04-30 | → |
| 403 | ACCURATE WEALTH MANAGEMENT, LLC | 298137 | $1.13B | $1.71B | 47 | 2026-06-30 | → |
| 404 | MARINER PLATFORM SOLUTIONS, LLC | 305418 | $1.13B | $7.34B | 161 | 2026-06-30 | → |
| 405 | MANULIFE INVESTMENT MANAGEMENT (US) LLC | 106435 | $1.13B | $228.04B | 267 | 2026-03-31 | → |
| 406 | TITLEIST ASSET MANAGEMENT, LLC | 323567 | $1.12B | $2.66B | 41 | 2026-06-30 | → |
| 407 | WILLIS JOHNSON & ASSOCIATES, INC. | 119759 | $1.12B | $1.85B | 41 | 2026-04-30 | → |
| 408 | RWA WEALTH PARTNERS, LLC | 156984 | $1.12B | $19.80B | 178 | 2026-05-31 | → |
| 409 | U.S. BANCORP ADVISORS, LLC | 14455 | $1.12B | $1.80B | 379 | 2026-03-31 | → |
| 410 | CAPITAL ASSET ADVISORY SERVICES, LLC. | 110929 | $1.11B | $4.64B | 136 | 2026-03-31 | → |
| 411 | KEYSTONE FINANCIAL GROUP, LLC | 170201 | $1.11B | $2.34B | 49 | 2026-03-31 | → |
| 412 | ONEASCENT FINANCIAL SERVICES LLC | 284549 | $1.11B | $3.54B | 161 | 2026-06-30 | → |
| 413 | GREAT LAKES ADVISORS, LLC | 110757 | $1.11B | $16.16B | 84 | 2026-05-31 | → |
| 414 | AEGIS CAPITAL CORP. | 15007 | $1.10B | $1.78B | 260 | 2026-02-28 | → |
| 415 | JAMES J. BURNS & COMPANY, LLC | 140452 | $1.10B | $1.25B | 17 | 2026-03-31 | → |
| 416 | LAZARD ASSET MANAGEMENT LLC | 122836 | $1.10B | $120.52B | 532 | 2026-03-31 | → |
| 417 | NORTHROCK PARTNERS, LLC | 167908 | $1.09B | $12.19B | 233 | 2026-03-31 | → |
| 418 | CSENGE ADVISORY GROUP, LLC | 131167 | $1.09B | $3.17B | 74 | 2026-03-31 | → |
| 419 | PFG INVESTMENTS, LLC | 116537 | $1.09B | $2.11B | 161 | 2026-02-28 | → |
| 420 | VERITY AND VERITY, LLC | 119630 | $1.09B | $1.40B | 16 | 2026-03-31 | → |
| 421 | NICOLA WEALTH MANAGEMENT LTD. | 173201 | $1.09B | $11.04B | 531 | 2026-03-31 | → |
| 422 | APELLA CAPITAL, LLC | 171106 | $1.08B | $11.07B | 179 | 2026-06-30 | → |
| 423 | SGROI WEALTH ADVISORY GROUP LLC | 289764 | $1.08B | $1.36B | 27 | 2026-02-28 | → |
| 424 | SIMPLICITY WEALTH LLC | 300572 | $1.08B | $4.27B | 424 | 2026-04-30 | → |
| 425 | GUIDED CHOICE ASSET MANAGEMENT, INC. | 112674 | $1.06B | $8.55B | 22 | 2026-03-31 | → |
| 426 | RIVERFRONT INVESTMENT GROUP, LLC | 146221 | $1.06B | $2.22B | 46 | 2026-06-30 | → |
| 427 | RAYMOND JAMES (USA) LTD | 25853 | $1.05B | $1.99B | 175 | 2026-06-30 | → |
| 428 | IFG ADVISORY, LLC | 168012 | $1.05B | $4.76B | 187 | 2026-03-31 | → |
| 429 | MODERA WEALTH MANAGEMENT, LLC | 155649 | $1.05B | $17.68B | 238 | 2026-06-30 | → |
| 430 | CHOREO, LLC | 111221 | $1.04B | $19.14B | 232 | 2026-03-31 | → |
| 431 | INGALLS & SNYDER LLC | 2288 | $1.04B | $7.83B | 92 | 2025-12-31 | → |
| 432 | GIVERNY CAPITAL INC. | 130640 | $1.04B | $2.70B | 31 | 2026-06-30 | → |
| 433 | VERUS CAPITAL PARTNERS, LLC | 151568 | $1.03B | $2.29B | 68 | 2026-03-31 | → |
| 434 | TRUWEALTH ADVISORS, LLC | 306876 | $1.03B | $3.05B | 3 | 2026-05-31 | → |
| 435 | REDHAWK WEALTH ADVISORS, INC. | 146616 | $1.02B | $1.46B | 55 | 2026-06-30 | → |
| 436 | 1919 INVESTMENT COUNSEL, LLC | 133370 | $1.02B | $26.04B | 131 | 2026-04-30 | → |
| 437 | PRIVATE CLIENT SERVICES, LLC | 120222 | $1.01B | $1.38B | 60 | 2026-03-31 | → |
| 438 | COLUMBIA MANAGEMENT INVESTMENT ADVISERS, LLC | 108257 | $1.01B | $502.40B | 914 | 2026-05-31 | → |
| 439 | LARSON FINANCIAL GROUP, LLC | 140599 | $1.01B | $5.48B | 131 | 2026-03-31 | → |
| 440 | ZACKS INVESTMENT MANAGEMENT, INC. | 110897 | $1.01B | $14.59B | 132 | 2026-05-31 | → |
| 441 | CAPITA FINANCIAL NETWORK, LLC | 290558 | $1.01B | $2.32B | 59 | 2026-03-31 | → |
| 442 | SEEDS INVESTOR LLC | 308909 | $1.00B | $1.00B | 25 | 2026-06-30 | → |
| 443 | SYNTHETICFI LLC | 330200 | $992.9M | $992.9M | 10 | 2026-04-30 | → |
| 444 | CUMBERLAND ADVISORS, LLC | 107964 | $992.6M | $3.22B | 36 | 2026-02-28 | → |
| 445 | SIGNAL ADVISORS WEALTH, LLC | 301086 | $992.4M | $1.69B | 37 | 2026-05-31 | → |
| 446 | INTELLICENTS INVESTMENT SOLUTIONS INC | 107498 | $989.4M | $9.92B | 80 | 2026-06-30 | → |
| 447 | CORNERSTONE WEALTH GROUP, LLC | 289971 | $988.5M | $2.49B | 50 | 2026-03-31 | → |
| 448 | VIRTUE CAPITAL MANAGEMENT, LLC | 167816 | $984.1M | $1.31B | 105 | 2026-03-31 | → |
| 449 | CAPITAL INVESTMENT ADVISORY SERVICES, LLC | 149124 | $971.7M | $2.39B | 91 | 2026-03-31 | → |
| 450 | RETIREMENT MANAGEMENT SYSTEMS, INC. | 150351 | $968.4M | $1.89B | 11 | 2026-05-31 | → |
| 451 | OAK RIDGE INVESTMENTS, LLC | 107066 | $960.4M | $1.70B | 13 | 2026-05-31 | → |
| 452 | KNIGHTS OF COLUMBUS ASSET ADVISORS LLC | 174129 | $956.0M | $30.51B | 249 | 2026-03-31 | → |
| 453 | CX INSTITUTIONAL, LLC | 292627 | $949.9M | $4.46B | 130 | 2026-03-31 | → |
| 454 | MEEDER ADVISORY SERVICES, INC | 106814 | $945.3M | $2.86B | 73 | 2026-04-30 | → |
| 455 | INDEPENDENT SOLUTIONS WEALTH MANAGEMENT, LLC | 144733 | $944.6M | $1.54B | 30 | 2026-03-31 | → |
| 456 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 144426 | $944.4M | $2.57B | 124 | 2026-01-31 | → |
| 457 | THE ASCENT GROUP, LLC | 314424 | $943.8M | $4.76B | 44 | 2026-03-31 | → |
| 458 | OPENARC CORPORATE ADVISORY, LLC | 336837 | $943.1M | $10.09B | 146 | 2026-05-31 | → |
| 459 | TAMAR SECURITIES, LLC | 153991 | $940.7M | $1.52B | 22 | 2026-04-30 | → |
| 460 | MORRIS & WELLS WEALTH MANAGEMENT | 162411 | $937.3M | $987.9M | 2 | 2026-03-31 | → |
| 461 | TREK FINANCIAL, LLC | 109376 | $932.1M | $2.82B | 55 | 2026-05-31 | → |
| 462 | IC ADVISORY SERVICES, INC. | 140190 | $929.9M | $2.06B | 220 | 2025-03-31 | → |
| 463 | NWAM, LLC | 147923 | $924.3M | $4.13B | 62 | 2026-03-31 | → |
| 464 | INTELLIGENT WEALTH SOLUTIONS LLC | 300403 | $922.6M | $961.0M | 6 | 2026-03-31 | → |
| 465 | GATEWAY WEALTH PARTNERS, LLC | 322789 | $920.8M | $2.28B | 83 | 2026-06-30 | → |
| 466 | MOORS & CABOT, INC. | 594 | $916.0M | $3.44B | 121 | 2025-09-30 | → |
| 467 | STRATEGIC WEALTH INVESTMENT GROUP, LLC | 165474 | $912.7M | $1.38B | 88 | 2026-03-31 | → |
| 468 | NEWSQUARE CAPITAL, LLC | 152430 | $911.1M | $2.39B | 21 | 2026-02-28 | → |
| 469 | MERIDIAN WEALTH MANAGEMENT, LLC | 151523 | $909.2M | $4.98B | 67 | 2026-03-31 | → |
| 470 | VISIONARY WEALTH ADVISORS, LLC | 169610 | $903.9M | $3.54B | 74 | 2026-03-31 | → |
| 471 | BALTIMORE-WASHINGTON FINANCIAL ADVISORS, INC. | 159388 | $900.3M | $2.99B | 36 | 2026-03-31 | → |
| 472 | BEACON INVESTMENT ADVISORY SERVICES, INC. | 226547 | $893.6M | $4.44B | 51 | 2026-03-31 | → |
| 473 | THOROUGHBRED FINANCIAL SERVICES, LLC | 47893 | $892.4M | $4.04B | 31 | 2026-03-31 | → |
| 474 | CPC ADVISORS, LLC | 111025 | $892.3M | $1.68B | 29 | 2026-04-30 | → |
| 475 | SOVRAN ADVISORS, LLC | 329415 | $890.7M | $1.87B | 64 | 2026-03-31 | → |
| 476 | INDEX FUND ADVISORS, INC. | 109143 | $890.6M | $5.93B | 50 | 2026-03-31 | → |
| 477 | TRUSTMONT ADVISORY GROUP, INC. | 106015 | $889.7M | $1.40B | 61 | 2026-03-31 | → |
| 478 | CONSOLIDATED PORTFOLIO REVIEW CORP | 112694 | $889.7M | $1.59B | 56 | 2026-06-30 | → |
| 479 | CS PLANNING CORP | 149937 | $886.5M | $1.96B | 60 | 2026-06-30 | → |
| 480 | NBC SECURITIES, INC. | 17870 | $882.0M | $1.78B | 68 | 2026-06-30 | → |
| 481 | GRIMES & COMPANY WEALTH MANAGEMENT, LLC | 109420 | $877.9M | $6.30B | 69 | 2026-03-31 | → |
| 482 | CARNEGIE CAPITAL ASSET MANAGEMENT, LLC | 150488 | $876.0M | $7.51B | 69 | 2026-04-30 | → |
| 483 | MAINSTAY CAPITAL MANAGEMENT, LLC | 109528 | $873.6M | $4.84B | 33 | 2026-04-30 | → |
| 484 | FOSTER GROUP, INC. | 107148 | $872.1M | $4.78B | 93 | 2026-03-31 | → |
| 485 | VALLEY WEALTH STRATEGIES, LLC | 289737 | $870.6M | $1.45B | 59 | 2026-06-30 | → |
| 486 | ADVISORNET FINANCIAL, INC. | 113074 | $867.7M | $3.15B | 131 | 2026-03-31 | → |
| 487 | TALON LLC | 298714 | $866.0M | $1.06B | 22 | 2026-05-31 | → |
| 488 | THORNBURG INVESTMENT MANAGEMENT INC | 106357 | $864.4M | $54.45B | 219 | 2026-03-31 | → |
| 489 | DYNAMIC ADVISOR SOLUTIONS LLC | 151367 | $862.8M | $5.64B | 130 | 2026-06-30 | → |
| 490 | U.S. CAPITAL WEALTH ADVISORS, LLC | 288199 | $858.9M | $8.76B | 141 | 2026-03-31 | → |
| 491 | BNY MELLON SECURITIES CORPORATION | 231 | $856.3M | $8.45B | 253 | 2026-06-30 | → |
| 492 | CARDINAL CAPITAL MANAGEMENT, INC. | 124729 | $856.2M | $4.02B | 81 | 2026-01-31 | → |
| 493 | WNY ASSET MANAGEMENT, LLC | 153872 | $855.5M | $1.73B | 35 | 2026-03-31 | → |
| 494 | SCF INVESTMENT ADVISORS, INC. | 123608 | $855.3M | $1.35B | 263 | 2025-09-30 | → |
| 495 | FLAGSHIP HARBOR ADVISORS, LLC | 155733 | $854.7M | $3.42B | 61 | 2026-05-31 | → |
| 496 | EVERSOURCE WEALTH ADVISORS, LLC | 286340 | $852.2M | $5.10B | 76 | 2026-04-30 | → |
| 497 | PACKERLAND BROKERAGE SERVICES, INC. | 37031 | $850.1M | $1.36B | 318 | 2026-04-30 | → |
| 498 | WEALTH MANAGEMENT NEBRASKA LLC | 137080 | $849.3M | $3.71B | 61 | 2026-06-30 | → |
| 499 | CLEAR CREEK FINANCIAL MANAGEMENT, LLC | 170602 | $844.1M | $1.86B | 91 | 2026-03-31 | → |
| 500 | INSIGNEO ADVISORY SERVICES, LLC | 282589 | $835.1M | $5.16B | 223 | 2026-06-30 | → |
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