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 | |
|---|---|---|---|---|---|---|---|
| 501 | J.DEREK LEWIS & ASSOCIATES, INC. | 122307 | $831.8M | $2.28B | 10 | 2026-05-31 | → |
| 502 | ASHTON THOMAS SECURITIES, LLC | 16629 | $831.4M | $1.86B | 46 | 2026-06-30 | → |
| 503 | HILLTOP SECURITIES INC. | 6220 | $829.5M | $2.51B | 92 | 2026-03-31 | → |
| 504 | LVZ, INC. | 124228 | $828.9M | $1.13B | 24 | 2026-03-31 | → |
| 505 | DSM CAPITAL PARTNERS LLC | 113609 | $828.6M | $7.56B | 25 | 2026-05-31 | → |
| 506 | WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC | 107660 | $828.1M | $2.32B | 14 | 2026-03-31 | → |
| 507 | NOVEM GROUP | 158964 | $825.7M | $1.72B | 52 | 2026-02-28 | → |
| 508 | VICUS CAPITAL, INC. | 116021 | $822.8M | $2.99B | 84 | 2026-03-31 | → |
| 509 | BISON WEALTH, LLC | 299805 | $820.7M | $2.74B | 78 | 2026-06-30 | → |
| 510 | AUTOPILOT ADVISERS, LLC | 331749 | $820.4M | $892.4M | 15 | 2026-03-31 | → |
| 511 | ARGENT CAPITAL MANAGEMENT LLC | 107930 | $818.5M | $3.99B | 23 | 2026-03-31 | → |
| 512 | PORTSIDE WEALTH GROUP, LLC | 325175 | $817.8M | $1.43B | 54 | 2026-06-30 | → |
| 513 | TCI WEALTH ADVISORS, INC. | 107373 | $816.7M | $5.37B | 72 | 2026-04-30 | → |
| 514 | FUSION INVESTMENT ADVISORS LLC | 156549 | $814.4M | $1.10B | 87 | 2026-03-31 | → |
| 515 | GUIDESTONE ADVISORS, LLC | 149624 | $809.9M | $1.96B | 34 | 2026-03-31 | → |
| 516 | CHILTON CAPITAL MANAGEMENT LLC | 104592 | $808.9M | $2.67B | 32 | 2026-03-31 | → |
| 517 | ONE CAPITAL MANAGEMENT, LLC | 114861 | $806.6M | $8.53B | 103 | 2026-06-30 | → |
| 518 | CALTON & ASSOCIATES, INC. | 20999 | $803.7M | $1.58B | 373 | 2026-05-31 | → |
| 519 | ALLEGHENY FINANCIAL GROUP | 104690 | $802.9M | $5.59B | 103 | 2026-05-31 | → |
| 520 | CORRIGAN FINANCIAL INC | 109115 | $801.6M | $1.15B | 19 | 2025-03-31 | → |
| 521 | WEALTHTRUST AXIOM, LLC | 145186 | $800.7M | $899.6M | 5 | 2026-03-31 | → |
| 522 | VIVALDI CAPITAL MANAGEMENT LP | 160150 | $800.3M | $5.64B | 68 | 2026-04-30 | → |
| 523 | STERLING CAPITAL MANAGEMENT LLC | 135405 | $800.1M | $69.23B | 186 | 2026-03-31 | → |
| 524 | NEUBERGER BERMAN CANADA ULC | 284803 | $796.4M | $12.39B | 27 | 2026-04-30 | → |
| 525 | BROOKWOOD INVESTMENT GROUP LLC | 316544 | $791.6M | $1.25B | 24 | 2026-03-31 | → |
| 526 | N.E.W. ADVISORY SERVICES, LLC | 290405 | $789.9M | $1.60B | 23 | 2026-03-31 | → |
| 527 | GIBBS WEALTH MANAGEMENT, LLC | 281621 | $789.6M | $1.06B | 147 | 2026-04-30 | → |
| 528 | CLEARSTEAD ADVISORS, LLC | 105674 | $782.6M | $33.88B | 280 | 2026-03-31 | → |
| 529 | SUMMIT WEALTH GROUP LLC | 335242 | $779.8M | $2.31B | 80 | 2026-03-31 | → |
| 530 | WEALTHSPIRE RETIREMENT, LLC | 121254 | $779.3M | $38.61B | 244 | 2026-03-31 | → |
| 531 | WISDOM FINANCIAL SERVICES, L.L.C. | 127385 | $779.2M | $779.2M | 14 | 2026-02-28 | → |
| 532 | TULSA WEALTH ADVISORS, INC. | 337956 | $777.9M | $1.54B | 27 | 2026-03-31 | → |
| 533 | FROST INVESTMENT SERVICES, LLC | 286129 | $777.7M | $3.67B | 177 | 2026-03-31 | → |
| 534 | COLDSTREAM CAPITAL MANAGEMENT INC | 108805 | $775.0M | $13.93B | 207 | 2026-03-31 | → |
| 535 | VISTA CAPITAL PARTNERS, INC. | 114913 | $773.0M | $3.22B | 35 | 2026-03-31 | → |
| 536 | SOUTH STREET ADVISORS, LLC | 112326 | $769.8M | $906.1M | 7 | 2026-03-31 | → |
| 537 | PORTFOLIO MEDICS, LLC | 145958 | $765.5M | $780.5M | 75 | 2026-06-30 | → |
| 538 | JAMES HAMBRO & PARTNERS LLP | 286283 | $761.5M | $10.56B | 166 | 2025-11-30 | → |
| 539 | STRATEGIC BLUEPRINT, LLC | 284840 | $758.3M | $2.54B | 56 | 2026-05-31 | → |
| 540 | INTRUA FINANCIAL LLC | 281554 | $757.5M | $1.75B | 53 | 2026-05-31 | → |
| 541 | L.M. KOHN & COMPANY | 27913 | $757.0M | $2.09B | 85 | 2025-04-30 | → |
| 542 | MANNING & NAPIER ADVISORS, LLC | 105992 | $757.0M | $17.03B | 195 | 2026-06-30 | → |
| 543 | PKS ADVISORY SERVICES, LLC | 125648 | $752.9M | $1.09B | 45 | 2026-06-30 | → |
| 544 | ALDEN CAPITAL MANAGEMENT INC. | 293551 | $748.7M | $1.52B | 23 | 2026-03-31 | → |
| 545 | SARATOGA RESEARCH & INVESTMENT MANAGEMENT | 110506 | $748.4M | $2.51B | 21 | 2026-04-30 | → |
| 546 | ORGEL WEALTH MANAGEMENT, LLC | 168219 | $747.9M | $9.55B | 79 | 2026-03-31 | → |
| 547 | CUTTER AND COMPANY BROKERAGE, INC. | 22449 | $743.3M | $937.0M | 48 | 2025-04-30 | → |
| 548 | QUOTIENT WEALTH PARTNERS, LLC | 326819 | $741.7M | $4.61B | 60 | 2026-04-30 | → |
| 549 | KEATING FINANCIAL ADVISORY SERVICES, INC. | 142772 | $741.3M | $1.45B | 65 | 2026-03-31 | → |
| 550 | NICOLET ADVISORY SERVICES, LLC | 283940 | $740.8M | $4.29B | 75 | 2026-03-31 | → |
| 551 | GREENWOOD CAPITAL ASSOCIATES, LLC | 115015 | $730.7M | $1.77B | 21 | 2026-04-30 | → |
| 552 | ATLAS CAPITAL MANAGEMENT CORP | 106107 | $730.6M | $869.8M | 9 | 2026-03-31 | → |
| 553 | KPP ADVISORY SERVICES LLC | 289507 | $729.4M | $1.24B | 37 | 2026-05-31 | → |
| 554 | RITHOLTZ WEALTH MANAGEMENT | 168652 | $725.2M | $7.70B | 83 | 2026-05-31 | → |
| 555 | SMI ADVISORY SERVICES, LLC | 137872 | $723.0M | $949.0M | 5 | 2026-01-31 | → |
| 556 | GLOBALT INVESTMENTS LLC | 328039 | $721.5M | $3.02B | 18 | 2026-04-30 | → |
| 557 | FIDUCIARY MANAGEMENT, INC. | 109149 | $720.8M | $11.36B | 25 | 2026-06-30 | → |
| 558 | LINDEN THOMAS ADVISORY SERVICES, LLC | 288557 | $720.4M | $1.77B | 14 | 2026-05-31 | → |
| 559 | BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. | 13609 | $719.9M | $906.4M | 100 | 2026-03-31 | → |
| 560 | SIGNATUREFD, LLC | 112758 | $719.9M | $9.68B | 130 | 2026-03-31 | → |
| 561 | WEALTHPLAN INVESTMENT MANAGEMENT LLC | 311364 | $715.6M | $2.19B | 34 | 2026-06-30 | → |
| 562 | NOMURA INVESTMENT MANAGEMENT BUSINESS TRUST | 105390 | $715.1M | $144.04B | 778 | 2026-06-30 | → |
| 563 | FINANCIAL SECURITY ADVISORY INC | 110746 | $714.2M | $1.74B | 43 | 2026-03-31 | → |
| 564 | ASSOCIATED INVESTMENT SERVICES, INC. | 1464 | $711.6M | $1.17B | 60 | 2026-04-30 | → |
| 565 | GRANDFIELD & DODD, LLC | 110971 | $711.1M | $2.21B | 16 | 2026-03-31 | → |
| 566 | FAS WEALTH PARTNERS, INC. | 109796 | $711.1M | $3.78B | 33 | 2026-02-28 | → |
| 567 | OCTAVIA WEALTH ADVISORS LLC | 306909 | $709.0M | $2.15B | 45 | 2026-06-30 | → |
| 568 | INSPIRE ADVISORS, LLC | 300279 | $708.3M | $1.33B | 63 | 2026-06-30 | → |
| 569 | OLD MISSION INVESTMENT COMPANY, LLC | 140381 | $707.3M | $929.0M | 10 | 2026-03-31 | → |
| 570 | MOMENTUM INDEPENDENT NETWORK INC. | 17587 | $703.2M | $1.61B | 97 | 2026-03-31 | → |
| 571 | GUARDIAN PARTNERS INC. | 324189 | $702.8M | $3.29B | 76 | 2026-03-31 | → |
| 572 | CENTENNIAL SECURITIES COMPANY INC | 7763 | $702.2M | $1.34B | 45 | 2026-04-30 | → |
| 573 | M FINANCIAL ASSET MANAGEMENT, INC. | 136694 | $701.5M | $1.23B | 5 | 2026-03-31 | → |
| 574 | SANDHILL CAPITAL PARTNERS LLC | 129800 | $693.3M | $2.40B | 22 | 2026-03-31 | → |
| 575 | MTM FINANCIAL GROUP, LLC | 147221 | $689.1M | $771.6M | 16 | 2026-03-31 | → |
| 576 | SMITH MOORE & CO. | 3441 | $688.8M | $2.37B | 65 | 2026-03-31 | → |
| 577 | CHAS. P. SMITH & ASSOCIATES, PA, CPA'S | 104914 | $688.1M | $2.89B | 60 | 2026-03-31 | → |
| 578 | THE RETIREMENT PLANNING GROUP, LLC | 129625 | $686.6M | $4.16B | 78 | 2026-06-30 | → |
| 579 | EURO PACIFIC ASSET MANAGEMENT, LLC | 152922 | $685.8M | $2.18B | 14 | 2026-04-30 | → |
| 580 | TITAN GLOBAL CAPITAL MANAGEMENT USA LLC | 290111 | $684.5M | $1.08B | 33 | 2026-06-30 | → |
| 581 | ROSSBY FINANCIAL, LLC | 324631 | $684.2M | $854.8M | 7 | 2026-05-31 | → |
| 582 | G. A. REPPLE & COMPANY | 17486 | $684.2M | $716.3M | 53 | 2026-03-31 | → |
| 583 | GALLAGHER FIDUCIARY ADVISORS, LLC | 146509 | $682.1M | $194.82B | 235 | 2026-06-30 | → |
| 584 | UNITED ADVISOR GROUP, LLC | 324205 | $681.6M | $1.43B | 69 | 2026-04-30 | → |
| 585 | MERIDIAN INVESTMENT COUNSEL, INC. | 131655 | $681.1M | $723.4M | 8 | 2026-03-31 | → |
| 586 | STRATEGIC INVESTMENT ADVISORS, LLC | 151501 | $680.7M | $1.82B | 16 | 2026-06-30 | → |
| 587 | AVIOR WEALTH MANAGEMENT, LLC | 148674 | $680.3M | $6.46B | 170 | 2026-04-30 | → |
| 588 | ELLSWORTH ADVISORS, LLC | 297464 | $679.4M | $1.19B | 16 | 2026-02-28 | → |
| 589 | TRIAD WEALTH PARTNERS, LLC | 326523 | $679.0M | $1.53B | 46 | 2026-06-30 | → |
| 590 | SOUTHLAND EQUITY PARTNERS, LLC. | 154481 | $675.9M | $891.5M | 22 | 2026-03-31 | → |
| 591 | THURSTON SPRINGER ADVISORS, LLC | 299201 | $673.9M | $3.68B | 93 | 2025-11-30 | → |
| 592 | MANSKE WEALTH MANAGEMENT, LLC | 164401 | $672.3M | $707.3M | 13 | 2026-03-31 | → |
| 593 | IAG WEALTH PARTNERS, LLC | 109721 | $667.6M | $1.87B | 15 | 2026-03-31 | → |
| 594 | EXENCIAL WEALTH ADVISORS, LLC | 130475 | $666.0M | $5.98B | 116 | 2026-03-31 | → |
| 595 | ONE WAY HOLDINGS LLC | 315934 | $664.6M | $1.81B | 38 | 2026-03-31 | → |
| 596 | SHP WEALTH MANAGEMENT, LLC | 174697 | $661.8M | $1.92B | 52 | 2026-06-30 | → |
| 597 | REVISOR WEALTH MANAGEMENT LLC | 169814 | $659.6M | $2.53B | 11 | 2026-05-31 | → |
| 598 | KRILOGY FINANCIAL LLC | 149046 | $659.0M | $5.20B | 103 | 2026-03-31 | → |
| 599 | FIDUCIARY COUNSELLING INC | 104753 | $658.5M | $10.06B | 87 | 2026-03-31 | → |
| 600 | EWA, LLC | 308977 | $655.6M | $750.7M | 14 | 2026-02-28 | → |
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