Research Report · 2026-06-30
Top Wealth Management Registered Investment Advisers
SEC-registered investment advisers ranked by reported assets from high-net-worth and other individual clients in ADV Part 1 filings.
Firms
1,000
Total AUM
$69.93T
Median AUM
$5.84B
Latest Filing
2026-06-30
| Rank↕ | Firm Name | CRD↕ | Wealth Assets↕ | AUM↕ | Employees↕ | Latest Filing | |
|---|---|---|---|---|---|---|---|
| 101 | STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 283004 | $31.88B | $33.52B | 549 | 2026-06-30 | → |
| 102 | CAPITAL GROUP PRIVATE CLIENT SERVICES, INC. | 312837 | $31.59B | $42.71B | 189 | 2026-05-31 | → |
| 103 | BNY MELLON ADVISORS, INC. | 106108 | $31.52B | $33.48B | 66 | 2026-05-31 | → |
| 104 | SANCTUARY ADVISORS, LLC | 226606 | $30.78B | $34.88B | 770 | 2026-06-30 | → |
| 105 | FOCUS PARTNERS ADVISOR SOLUTIONS, LLC | 143319 | $30.65B | $36.41B | 309 | 2026-03-31 | → |
| 106 | SCS CAPITAL MANAGEMENT LLC | 122258 | $30.39B | $48.65B | 213 | 2026-03-31 | → |
| 107 | SEQUOIA FINANCIAL ADVISORS, L.L.C. | 117756 | $29.85B | $32.24B | 424 | 2026-06-30 | → |
| 108 | PNC WEALTH MANAGEMENT | 129052 | $29.40B | $30.27B | 1,713 | 2026-06-30 | → |
| 109 | VALIC FINANCIAL ADVISORS, INC. | 42803 | $29.21B | $29.22B | 1,647 | 2026-05-31 | → |
| 110 | FIDELITY MANAGEMENT & RESEARCH COMPANY LLC | 108281 | $28.22B | $5.69T | 1,427 | 2026-03-31 | → |
| 111 | BBR PARTNERS, LLC | 109688 | $27.57B | $36.49B | 175 | 2026-03-31 | → |
| 112 | LORD, ABBETT & CO. LLC | 110391 | $25.26B | $270.39B | 821 | 2025-12-31 | → |
| 113 | PLANTE MORAN FINANCIAL ADVISORS, LLC | 112158 | $24.91B | $25.12B | 148 | 2026-06-30 | → |
| 114 | CLARK CAPITAL MANAGEMENT GROUP INC | 104796 | $24.89B | $35.69B | 151 | 2026-05-31 | → |
| 115 | GOLDMAN SACHS WEALTH SERVICES, L.P. | 106693 | $24.82B | $31.69B | 1,923 | 2026-06-30 | → |
| 116 | EAGLE STRATEGIES LLC | 110826 | $24.80B | $25.40B | 2,804 | 2026-03-31 | → |
| 117 | LPL ENTERPRISE, LLC | 8733 | $24.47B | $24.94B | 5,215 | 2026-03-31 | → |
| 118 | FIRST COMMAND ADVISORY SERVICES | 281958 | $24.37B | $24.43B | 1,787 | 2026-06-30 | → |
| 119 | CAPITAL RESEARCH AND MANAGEMENT COMPANY | 110885 | $24.36B | $3.75T | 1,417 | 2026-05-31 | → |
| 120 | TIEDEMANN ADVISORS, LLC | 147189 | $24.10B | $31.01B | 182 | 2026-04-30 | → |
| 121 | BMO PRIVATE INVESTMENT COUNSEL INC. | 160344 | $23.29B | $40.18B | 130 | 2026-03-31 | → |
| 122 | HB WEALTH MANAGEMENT, LLC | 316731 | $23.21B | $30.16B | 325 | 2026-05-31 | → |
| 123 | ROCKEFELLER & CO. LLC | 294197 | $22.65B | $36.76B | 602 | 2026-03-31 | → |
| 124 | OPPENHEIMER & CO. INC. | 249 | $22.58B | $36.71B | 2,806 | 2026-06-30 | → |
| 125 | U.S. BANCORP INVESTMENTS, INC. | 17868 | $22.36B | $22.94B | 2,148 | 2026-03-31 | → |
| 126 | LINCOLN INVESTMENT PLANNING, LLC | 519 | $21.72B | $21.99B | 1,238 | 2026-04-30 | → |
| 127 | SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 108163 | $21.68B | $22.54B | 241 | 2026-03-31 | → |
| 128 | CLEARSTEAD ADVISORS, LLC | 105674 | $21.28B | $33.88B | 280 | 2026-03-31 | → |
| 129 | ARAX ADVISORY PARTNERS, LLC | 133535 | $21.23B | $23.18B | 319 | 2026-06-30 | → |
| 130 | WAVERLY ADVISORS, LLC | 115332 | $21.19B | $29.78B | 414 | 2026-06-30 | → |
| 131 | EAGLE ASSET MANAGEMENT INC | 110653 | $20.80B | $60.65B | 77 | 2026-06-30 | → |
| 132 | &PARTNERS | 3767 | $20.73B | $30.27B | 703 | 2026-06-30 | → |
| 133 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 134600 | $20.61B | $24.65B | 289 | 2026-06-30 | → |
| 134 | THRIVENT INVESTMENT MANAGEMENT INC. | 18387 | $20.29B | $20.77B | 3,901 | 2026-04-30 | → |
| 135 | SUMMIT FINANCIAL, LLC | 299322 | $19.96B | $22.47B | 490 | 2026-03-31 | → |
| 136 | BELLE HAVEN INVESTMENTS, L.P. | 29278 | $19.86B | $23.32B | 47 | 2026-03-31 | → |
| 137 | 1919 INVESTMENT COUNSEL, LLC | 133370 | $19.86B | $26.04B | 131 | 2026-04-30 | → |
| 138 | MELLON INVESTMENTS CORPORATION | 105764 | $19.63B | $873.87B | 98 | 2026-05-31 | → |
| 139 | SILVERCREST ASSET MANAGEMENT GROUP LLC | 118333 | $18.93B | $28.33B | 175 | 2026-03-31 | → |
| 140 | NEWEDGE WEALTH, LLC | 307771 | $18.84B | $19.93B | 211 | 2026-04-30 | → |
| 141 | PRIME CAPITAL INVESTMENT ADVISORS, LLC | 288712 | $18.82B | $39.14B | 460 | 2026-06-30 | → |
| 142 | PARK AVENUE SECURITIES LLC | 46173 | $18.51B | $19.58B | 2,073 | 2026-06-30 | → |
| 143 | RWA WEALTH PARTNERS, LLC | 156984 | $18.44B | $19.80B | 178 | 2026-05-31 | → |
| 144 | INTEGRATED WEALTH CONCEPTS LLC | 284656 | $18.29B | $18.92B | 493 | 2026-06-30 | → |
| 145 | BAKER STREET ADVISORS, LLC | 128066 | $18.05B | $20.77B | 63 | 2026-03-31 | → |
| 146 | MERIT FINANCIAL GROUP, LLC | 142457 | $17.98B | $23.88B | 470 | 2026-06-30 | → |
| 147 | DAVENPORT & COMPANY LLC | 1588 | $17.90B | $24.70B | 525 | 2026-06-30 | → |
| 148 | FRANKLIN ADVISERS, INC. | 104517 | $17.88B | $509.45B | 384 | 2026-05-31 | → |
| 149 | CHOREO, LLC | 111221 | $17.78B | $19.14B | 232 | 2026-03-31 | → |
| 150 | BRIGHTON JONES LLC | 108601 | $17.77B | $18.88B | 316 | 2026-05-31 | → |
| 151 | W.E. FAMILY OFFICES, LLC | 109869 | $17.75B | $17.75B | 65 | 2026-04-30 | → |
| 152 | STRATOS WEALTH PARTNERS, LTD | 153184 | $17.56B | $18.65B | 618 | 2026-06-30 | → |
| 153 | OPPENHEIMER ASSET MANAGEMENT INC. | 105559 | $17.48B | $21.33B | 129 | 2026-03-31 | → |
| 154 | TRANSAMERICA RETIREMENT ADVISORS, LLC | 107319 | $17.45B | $18.83B | 398 | 2026-03-31 | → |
| 155 | COMPREHENSIVE FINANCIAL MANAGEMENT LLC | 159641 | $17.22B | $18.52B | 38 | 2026-03-31 | → |
| 156 | ENVESTNET PORTFOLIO SOLUTIONS, INC. | 109662 | $17.07B | $17.35B | 532 | 2026-06-30 | → |
| 157 | ALLEN INVESTMENT MANAGEMENT, LLC | 124454 | $16.86B | $16.91B | 28 | 2026-03-31 | → |
| 158 | ASPIRIANT, LLC | 146720 | $16.86B | $18.05B | 218 | 2026-05-31 | → |
| 159 | PRINCIPAL SECURITIES, INC. | 1137 | $16.74B | $17.02B | 1,464 | 2026-03-31 | → |
| 160 | GEOWEALTH MANAGEMENT LLC | 148222 | $16.72B | $17.57B | 88 | 2026-03-31 | → |
| 161 | NATIONWIDE INVESTMENT ADVISORS, LLC | 142373 | $16.70B | $16.73B | 401 | 2026-05-31 | → |
| 162 | SUMMIT TRAIL ADVISORS, LLC | 220519 | $16.53B | $19.94B | 94 | 2026-05-31 | → |
| 163 | INDEPENDENT ADVISOR ALLIANCE, LLC | 168267 | $16.32B | $17.23B | 251 | 2026-06-30 | → |
| 164 | MODERA WEALTH MANAGEMENT, LLC | 155649 | $16.19B | $17.68B | 238 | 2026-06-30 | → |
| 165 | O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 144594 | $16.00B | $19.78B | 103 | 2025-12-31 | → |
| 166 | FAYEZ SAROFIM & CO., LLC | 106584 | $15.86B | $35.07B | 54 | 2026-05-31 | → |
| 167 | CONCURRENT INVESTMENT ADVISORS, LLC | 323135 | $15.71B | $15.73B | 188 | 2026-06-30 | → |
| 168 | MYCIO WEALTH PARTNERS, LLC | 134436 | $15.50B | $15.78B | 67 | 2026-03-31 | → |
| 169 | JORDAN PARK GROUP LLC | 287755 | $15.49B | $23.26B | 153 | 2026-06-30 | → |
| 170 | PFS INVESTMENTS INC. | 10111 | $15.42B | $15.54B | 3,992 | 2026-03-31 | → |
| 171 | ONEDIGITAL INVESTMENT ADVISORS LLC | 106766 | $15.34B | $155.41B | 648 | 2026-04-30 | → |
| 172 | JOHNSON INVESTMENT COUNSEL, INC. | 117054 | $15.32B | $22.98B | 164 | 2026-05-31 | → |
| 173 | EHRENKRANZ PARTNERS L.P. | 131728 | $15.24B | $21.54B | 46 | 2026-06-30 | → |
| 174 | OSAIC ADVISORY SERVICES, LLC | 171070 | $15.01B | $15.48B | 2,180 | 2026-06-30 | → |
| 175 | BENJAMIN F. EDWARDS & COMPANY, INCORPORATED | 146936 | $14.88B | $15.66B | 736 | 2026-03-31 | → |
| 176 | BALLENTINE PARTNERS, LLC | 152802 | $14.85B | $15.32B | 125 | 2026-05-31 | → |
| 177 | CW ADVISORS, LLC | 310873 | $14.40B | $15.22B | 152 | 2026-05-31 | → |
| 178 | BLEAKLEY FINANCIAL GROUP, LLC | 318366 | $14.39B | $15.13B | 205 | 2026-04-30 | → |
| 179 | STEPHENS INC. | 3496 | $14.24B | $18.04B | 611 | 2026-06-30 | → |
| 180 | FARTHER FINANCE ADVISORS, LLC | 302050 | $14.19B | $16.01B | 571 | 2026-03-31 | → |
| 181 | GOTHAM ASSET MANAGEMENT, LLC | 149335 | $14.06B | $30.03B | 56 | 2026-05-31 | → |
| 182 | EVERCORE WEALTH MANAGEMENT, LLC | 148399 | $13.91B | $15.52B | 97 | 2026-03-31 | → |
| 183 | OXFORD FINANCIAL GROUP, LTD. LLC | 105303 | $13.87B | $23.33B | 156 | 2026-03-31 | → |
| 184 | CLARFELD FINANCIAL ADVISORS, LLC | 106743 | $13.75B | $15.54B | 204 | 2026-04-30 | → |
| 185 | MISSION WEALTH MANAGEMENT, LP | 113057 | $13.68B | $13.91B | 184 | 2026-04-30 | → |
| 186 | OFFIT CAPITAL ADVISORS LLC | 144474 | $13.66B | $20.60B | 82 | 2026-03-31 | → |
| 187 | H&H INTERNATIONAL INVESTMENT, LLC | 292451 | $13.59B | $25.50B | 2 | 2026-05-31 | → |
| 188 | THE MATHER GROUP, LLC | 156005 | $13.44B | $13.45B | 186 | 2026-04-30 | → |
| 189 | ACORNS ADVISERS, LLC | 165926 | $13.39B | $13.39B | 302 | 2026-03-31 | → |
| 190 | AMERITAS ADVISORY SERVICES, LLC | 317245 | $13.16B | $13.75B | 797 | 2026-03-31 | → |
| 191 | CV ADVISORS LLC | 164817 | $13.11B | $15.08B | 82 | 2026-04-30 | → |
| 192 | KESTRA PRIVATE WEALTH SERVICES, LLC | 155193 | $13.06B | $13.45B | 211 | 2026-06-30 | → |
| 193 | CIRCLE WEALTH MANAGEMENT, LLC | 142878 | $13.05B | $14.07B | 23 | 2026-04-30 | → |
| 194 | MESIROW FINANCIAL INVESTMENT MANAGEMENT, INC. | 111135 | $12.98B | $50.44B | 161 | 2026-06-30 | → |
| 195 | LOOMIS, SAYLES & COMPANY, L.P. | 105377 | $12.82B | $386.88B | 728 | 2026-03-31 | → |
| 196 | J.P. MORGAN INVESTMENT MANAGEMENT INC. | 107038 | $12.82B | $3.52T | 3,194 | 2026-06-30 | → |
| 197 | BROOKSTONE CAPITAL MANAGEMENT LLC | 141413 | $12.66B | $12.75B | 405 | 2026-03-31 | → |
| 198 | VALEO FINANCIAL ADVISORS, LLC | 127132 | $12.64B | $12.96B | 178 | 2026-04-30 | → |
| 199 | STONEHAGE FLEMING INVESTMENT MANAGEMENT LIMITED | 313913 | $12.59B | $23.84B | 110 | 2026-06-30 | → |
| 200 | CITIZENS SECURITIES, INC. | 39550 | $12.57B | $12.87B | 471 | 2026-04-30 | → |
Related Lists
Sleeve1,000 firms · 2026-06-30