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 | |
|---|---|---|---|---|---|---|---|
| 201 | CHEVY CHASE TRUST COMPANY | 110742 | $12.45B | $44.93B | 119 | 2026-03-31 | → |
| 202 | UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER | 20804 | $12.32B | $12.77B | 620 | 2026-06-30 | → |
| 203 | INDEPENDENT FINANCIAL GROUP, LLC | 7717 | $12.29B | $12.93B | 624 | 2026-03-31 | → |
| 204 | ADVISOR PARTNERS II, LLC | 321633 | $12.23B | $13.91B | 26 | 2026-03-31 | → |
| 205 | LORING, WOLCOTT & COOLIDGE FIDUCIARY ADVISORS, LLP | 107153 | $12.13B | $12.84B | 109 | 2026-06-30 | → |
| 206 | COLDSTREAM CAPITAL MANAGEMENT INC | 108805 | $12.11B | $13.93B | 207 | 2026-03-31 | → |
| 207 | EVOKE WEALTH, LLC | 300856 | $12.08B | $17.29B | 96 | 2026-04-30 | → |
| 208 | NORTHROCK PARTNERS, LLC | 167908 | $12.04B | $12.19B | 233 | 2026-03-31 | → |
| 209 | SAPIENT CAPITAL LLC | 324899 | $11.87B | $13.76B | 59 | 2026-03-31 | → |
| 210 | IFP ADVISORS, LLC | 125112 | $11.85B | $16.29B | 328 | 2026-06-30 | → |
| 211 | MATSON MONEY, INC. | 110425 | $11.67B | $24.33B | 69 | 2026-05-31 | → |
| 212 | EVERETT HARRIS & CO | 106830 | $11.37B | $11.53B | 18 | 2026-03-31 | → |
| 213 | FREESTONE CAPITAL MANAGEMENT, LLC | 145711 | $11.35B | $14.54B | 120 | 2026-06-30 | → |
| 214 | ADVISORS CAPITAL MANAGEMENT, LLC | 112266 | $11.34B | $12.20B | 103 | 2026-03-31 | → |
| 215 | CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 38357 | $11.34B | $14.43B | 158 | 2026-03-31 | → |
| 216 | THE CAPROCK GROUP, LLC | 124272 | $11.30B | $12.48B | 67 | 2026-03-31 | → |
| 217 | LUTHER KING CAPITAL MANAGEMENT CORPORATION | 110093 | $11.30B | $31.50B | 110 | 2026-06-30 | → |
| 218 | APOLLON WEALTH MANAGEMENT, LLC | 291902 | $11.15B | $11.56B | 199 | 2026-03-31 | → |
| 219 | WILLIAMS JONES WEALTH MANAGEMENT, LLC | 301925 | $11.08B | $12.47B | 52 | 2026-04-30 | → |
| 220 | PURE FINANCIAL ADVISORS, LLC | 144316 | $11.04B | $11.05B | 204 | 2026-02-28 | → |
| 221 | ROTHSCHILD AND CO WEALTH MANAGEMENT UK LIMITED | 158022 | $10.93B | $28.47B | 304 | 2026-03-31 | → |
| 222 | ICONIQ CAPITAL, LLC | 159198 | $10.77B | $117.53B | 513 | 2026-04-30 | → |
| 223 | PROSPERA FINANCIAL SERVICES, INC. | 10740 | $10.73B | $12.44B | 333 | 2025-09-30 | → |
| 224 | APTUS CAPITAL ADVISORS, LLC | 167626 | $10.71B | $14.14B | 40 | 2026-03-31 | → |
| 225 | FIFTH THIRD SECURITIES, INC. | 628 | $10.67B | $10.92B | 13,533 | 2026-06-30 | → |
| 226 | LAIRD NORTON WETHERBY WEALTH MANAGEMENT, LLC | 107341 | $10.66B | $12.18B | 169 | 2026-03-31 | → |
| 227 | GLOBAL RETIREMENT PARTNERS LLC | 172011 | $10.53B | $169.58B | 464 | 2026-06-30 | → |
| 228 | QRG CAPITAL MANAGEMENT, INC. | 305277 | $10.49B | $11.41B | 12 | 2026-06-30 | → |
| 229 | APELLA CAPITAL, LLC | 171106 | $10.48B | $11.07B | 179 | 2026-06-30 | → |
| 230 | ADVISORY SERVICES NETWORK, LLC | 146051 | $10.26B | $10.60B | 268 | 2026-06-30 | → |
| 231 | NICOLA WEALTH MANAGEMENT LTD. | 173201 | $10.16B | $11.04B | 531 | 2026-03-31 | → |
| 232 | BURGUNDY ASSET MANAGEMENT LTD. | 114317 | $10.15B | $19.09B | 140 | 2026-01-31 | → |
| 233 | FOUNDATIONS INVESTMENT ADVISORS LLC | 175083 | $10.07B | $10.10B | 353 | 2026-06-30 | → |
| 234 | OPENARC CORPORATE ADVISORY, LLC | 336837 | $10.06B | $10.09B | 146 | 2026-05-31 | → |
| 235 | JARISLOWSKY, FRASER LIMITED | 107390 | $10.04B | $38.23B | 225 | 2025-05-31 | → |
| 236 | HANTZ FINANCIAL SERVICES, INC. | 46047 | $9.92B | $10.00B | 435 | 2026-04-30 | → |
| 237 | BMO FAMILY OFFICE, LLC | 110264 | $9.82B | $9.99B | 130 | 2026-01-31 | → |
| 238 | VONTOBEL SWISS FINANCIAL ADVISERS AG | 130668 | $9.73B | $11.94B | 105 | 2026-03-31 | → |
| 239 | MODERN WEALTH MANAGEMENT, LLC | 324624 | $9.59B | $10.90B | 253 | 2026-04-30 | → |
| 240 | CAPITAL WEALTH PLANNING, LLC | 150764 | $9.58B | $17.25B | 30 | 2026-03-31 | → |
| 241 | GILDER GAGNON HOWE & CO. LLC | 2002 | $9.58B | $12.12B | 84 | 2026-03-31 | → |
| 242 | CHOATE INVESTMENT ADVISORS LLC | 106109 | $9.42B | $10.05B | 34 | 2026-03-31 | → |
| 243 | SAROFIM TRUST CO., LTA | 106590 | $9.32B | $12.96B | 26 | 2026-05-31 | → |
| 244 | MARINER INDEPENDENT ADVISOR NETWORK, LLC | 283824 | $9.32B | $9.57B | 174 | 2026-05-31 | → |
| 245 | JOEL ISAACSON & CO., LLC | 152450 | $9.31B | $9.32B | 52 | 2026-03-31 | → |
| 246 | PARALLEL ADVISORS, LLC | 140800 | $9.27B | $10.31B | 137 | 2026-06-30 | → |
| 247 | PERIGON WEALTH MANAGEMENT, LLC | 131037 | $9.27B | $11.29B | 159 | 2026-06-30 | → |
| 248 | GREAT VALLEY ADVISOR GROUP, LLC | 123913 | $9.26B | $10.60B | 325 | 2026-06-30 | → |
| 249 | HARBOUR INVESTMENTS, INC. | 19258 | $9.25B | $9.60B | 232 | 2026-06-30 | → |
| 250 | CHURCHILL MANAGEMENT CORP | 109651 | $9.21B | $10.08B | 55 | 2025-07-31 | → |
| 251 | PLANMEMBER SECURITIES CORPORATION | 11869 | $9.19B | $10.12B | 429 | 2026-03-31 | → |
| 252 | SIGNATUREFD, LLC | 112758 | $9.18B | $9.68B | 130 | 2026-03-31 | → |
| 253 | ASSET PRESERVATION ADVISORS, LLC | 106741 | $9.17B | $11.05B | 28 | 2026-03-31 | → |
| 254 | AQR CAPITAL MANAGEMENT, LLC | 111883 | $9.12B | $311.70B | 728 | 2026-05-31 | → |
| 255 | GENEOS WEALTH MANAGEMENT, INC. | 120894 | $9.01B | $9.22B | 200 | 2026-04-30 | → |
| 256 | FORVIS MAZARS WEALTH ADVISORS, LLC | 110905 | $8.98B | $9.75B | 123 | 2026-03-31 | → |
| 257 | CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 128545 | $8.91B | $10.25B | 182 | 2026-03-31 | → |
| 258 | FIDUCIARY COUNSELLING INC | 104753 | $8.84B | $10.06B | 87 | 2026-03-31 | → |
| 259 | ALPHACORE CAPITAL LLC | 174346 | $8.82B | $9.03B | 111 | 2026-04-30 | → |
| 260 | KEY INVESTMENT SERVICES LLC | 136300 | $8.77B | $8.88B | 1,325 | 2026-06-30 | → |
| 261 | PLANCORP, LLC | 106599 | $8.77B | $9.94B | 97 | 2026-05-31 | → |
| 262 | BARTLETT & CO. WEALTH MANAGEMENT LLC | 292246 | $8.76B | $10.25B | 84 | 2026-03-31 | → |
| 263 | THE AMERIFLEX GROUP, INC. | 305585 | $8.64B | $9.66B | 201 | 2026-03-31 | → |
| 264 | COMPOSITION WEALTH, LLC | 143483 | $8.63B | $9.47B | 128 | 2026-03-31 | → |
| 265 | ALLSPRING GLOBAL INVESTMENTS, LLC | 104973 | $8.60B | $475.78B | 956 | 2026-05-31 | → |
| 266 | SNOWDEN CAPITAL ADVISORS LLC | 157299 | $8.57B | $8.87B | 154 | 2026-04-30 | → |
| 267 | KINGSVIEW WEALTH MANAGEMENT, LLC | 148107 | $8.54B | $8.96B | 285 | 2026-06-30 | → |
| 268 | CAPITAL ANALYSTS, LLC | 162200 | $8.43B | $8.77B | 679 | 2026-04-30 | → |
| 269 | GREENHAVEN ASSOCIATES INC | 104729 | $8.42B | $11.66B | 7 | 2026-02-28 | → |
| 270 | SAGESPRING WEALTH PARTNERS | 283515 | $8.42B | $8.49B | 195 | 2026-05-31 | → |
| 271 | SPIDERROCK ADVISORS, LLC | 171992 | $8.40B | $9.83B | 61 | 2026-03-31 | → |
| 272 | CURI CAPITAL, LLC | 134249 | $8.36B | $11.58B | 180 | 2026-03-31 | → |
| 273 | EMPIRICAL FINANCIAL SERVICES, LLC | 152622 | $8.25B | $8.43B | 94 | 2026-06-30 | → |
| 274 | HORNOR, TOWNSEND & KENT, LLC | 4031 | $8.23B | $9.01B | 485 | 2026-04-30 | → |
| 275 | U.S. CAPITAL WEALTH ADVISORS, LLC | 288199 | $8.21B | $8.76B | 141 | 2026-03-31 | → |
| 276 | GRADIENT INVESTMENTS, LLC | 141726 | $8.20B | $8.20B | 41 | 2026-06-30 | → |
| 277 | CAPITAL INVESTMENT ADVISORS, LLC | 158055 | $8.20B | $8.21B | 107 | 2026-04-30 | → |
| 278 | WELCH & FORBES LLC | 115119 | $8.18B | $9.90B | 55 | 2026-05-31 | → |
| 279 | VALMARK ADVISERS INC | 108050 | $8.11B | $10.17B | 280 | 2026-06-30 | → |
| 280 | HUMAN INTEREST ADVISORS LLC | 269875 | $8.10B | $8.10B | 6 | 2026-04-30 | → |
| 281 | ALLSPRING FUNDS MANAGEMENT, LLC | 110841 | $8.10B | $324.65B | 714 | 2026-05-31 | → |
| 282 | ELEVATION POINT WEALTH PARTNERS, LLC | 137068 | $8.09B | $8.29B | 91 | 2026-06-30 | → |
| 283 | WESTERN ASSET MANAGEMENT COMPANY, LLC | 110441 | $8.09B | $184.99B | 137 | 2026-06-30 | → |
| 284 | MUTUAL ADVISORS, LLC | 167658 | $8.07B | $8.55B | 208 | 2026-06-30 | → |
| 285 | BRADLEY FOSTER & SARGENT INC | 106928 | $8.05B | $9.07B | 61 | 2026-04-30 | → |
| 286 | VISE AI ADVISORS, LLC | 301761 | $8.05B | $8.53B | 44 | 2026-06-30 | → |
| 287 | KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT, LLC | 104599 | $7.94B | $39.36B | 134 | 2026-03-31 | → |
| 288 | FERGUSON WELLMAN CAPITAL MANAGEMENT, INC. | 104692 | $7.93B | $10.66B | 68 | 2026-06-30 | → |
| 289 | AXXCESS WEALTH MANAGEMENT, LLC | 164081 | $7.90B | $8.88B | 72 | 2026-03-31 | → |
| 290 | JONATHAN ROBERTS ADVISORY GROUP, INC. | 112294 | $7.89B | $8.25B | 550 | 2026-03-31 | → |
| 291 | NICHOLAS HOFFMAN & COMPANY, LLC | 144516 | $7.82B | $8.26B | 26 | 2026-03-31 | → |
| 292 | THE HUNTINGTON INVESTMENT COMPANY | 16986 | $7.78B | $7.89B | 520 | 2026-03-31 | → |
| 293 | DOUGLAS LANE & ASSOCIATES, LLC | 282563 | $7.73B | $8.44B | 37 | 2026-03-31 | → |
| 294 | GOLDMAN SACHS ASSET MANAGEMENT INTERNATIONAL | 107715 | $7.72B | $621.02B | 611 | 2026-05-31 | → |
| 295 | CRESTWOOD ADVISORS GROUP, LLC | 286243 | $7.72B | $8.02B | 64 | 2026-06-30 | → |
| 296 | DODGE & COX | 104596 | $7.70B | $466.56B | 336 | 2026-04-30 | → |
| 297 | WEALTHCARE ADVISORY PARTNERS LLC | 171976 | $7.69B | $8.29B | 243 | 2026-06-30 | → |
| 298 | SIMON QUICK ADVISORS, LLC | 132330 | $7.66B | $9.01B | 97 | 2026-03-31 | → |
| 299 | SAGE ADVISORY SERVICES LTD CO | 106236 | $7.62B | $28.43B | 58 | 2026-03-31 | → |
| 300 | SYNOVUS SECURITIES, INC. | 14023 | $7.62B | $8.45B | 280 | 2026-01-31 | → |
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