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 | |
|---|---|---|---|---|---|---|---|
| 601 | TOLLESON PRIVATE WEALTH MANAGEMENT, LLC | 111838 | $3.54B | $9.26B | 93 | 2026-03-31 | → |
| 602 | THE ASCENT GROUP, LLC | 314424 | $3.54B | $4.76B | 44 | 2026-03-31 | → |
| 603 | ST. GERMAIN INVESTMENT MANAGEMENT, INC. | 155186 | $3.53B | $3.79B | 42 | 2026-03-31 | → |
| 604 | CLINTON INVESTMENT MANAGEMENT, LLC | 143599 | $3.50B | $3.91B | 14 | 2026-05-31 | → |
| 605 | VIDENT ADVISORY, LLC | 286622 | $3.50B | $22.02B | 38 | 2026-03-31 | → |
| 606 | SYSTEMATIC ALPHA INVESTMENTS, LLC | 297693 | $3.49B | $3.49B | 1 | 2026-03-31 | → |
| 607 | ESSEX FINANCIAL SERVICES, INC. | 127549 | $3.45B | $4.17B | 46 | 2025-12-31 | → |
| 608 | BRANDES INVESTMENT PARTNERS, LP | 105404 | $3.45B | $40.65B | 149 | 2026-04-30 | → |
| 609 | VISIONARY WEALTH ADVISORS, LLC | 169610 | $3.43B | $3.54B | 74 | 2026-03-31 | → |
| 610 | WEDMONT PRIVATE CAPITAL, LLC | 305815 | $3.42B | $3.44B | 14 | 2026-05-31 | → |
| 611 | ARGENT CAPITAL MANAGEMENT LLC | 107930 | $3.42B | $3.99B | 23 | 2026-03-31 | → |
| 612 | PROCYON ADVISORS, LLC | 288239 | $3.42B | $9.20B | 76 | 2026-05-31 | → |
| 613 | BILTMORE FAMILY OFFICE, LLC | 167174 | $3.42B | $3.47B | 24 | 2026-03-31 | → |
| 614 | LINDBROOK CAPITAL, LLC | 155812 | $3.41B | $3.50B | 10 | 2025-02-28 | → |
| 615 | SAX WEALTH ADVISORS, LLC | 119193 | $3.40B | $3.60B | 39 | 2026-06-30 | → |
| 616 | FRANK, RIMERMAN ADVISORS LLC | 124147 | $3.39B | $3.40B | 5 | 2026-03-31 | → |
| 617 | REHMANN CAPITAL ADVISORY GROUP, LLC | 123047 | $3.39B | $5.27B | 39 | 2026-03-31 | → |
| 618 | FLAGSHIP HARBOR ADVISORS, LLC | 155733 | $3.38B | $3.42B | 61 | 2026-05-31 | → |
| 619 | CAPITAL BANK AND TRUST COMPANY | 170017 | $3.37B | $139.29B | 121 | 2026-05-31 | → |
| 620 | MOZAIC, LLC | 145777 | $3.37B | $3.64B | 14 | 2026-03-31 | → |
| 621 | CARLSON CAPITAL MANAGEMENT, LLC | 281544 | $3.36B | $3.81B | 78 | 2025-03-31 | → |
| 622 | COLTER LEWIS INVESTMENT PARTNERS LLC | 297213 | $3.36B | $3.41B | 18 | 2026-03-31 | → |
| 623 | 360 ONE PORTFOLIO MANAGERS LIMITED | 307146 | $3.35B | $3.65B | 72 | 2026-06-30 | → |
| 624 | BRAGG FINANCIAL ADVISORS INC | 108780 | $3.35B | $4.67B | 39 | 2026-03-31 | → |
| 625 | ADVISOR RESOURCE COUNCIL | 164109 | $3.34B | $3.49B | 119 | 2026-03-31 | → |
| 626 | NEPC, LLC | 110562 | $3.34B | $152.72B | 379 | 2026-05-31 | → |
| 627 | FIFTH THIRD WEALTH ADVISORS LLC | 313015 | $3.33B | $7.80B | 83 | 2026-03-31 | → |
| 628 | ALAMO ADVISORS, LP | 122290 | $3.32B | $3.87B | 15 | 2026-03-31 | → |
| 629 | BRYN MAWR TRUST ADVISORS, LLC | 285359 | $3.31B | $3.51B | 87 | 2026-04-30 | → |
| 630 | ATLANTA CONSULTING GROUP ADVISORS, LLC | 288169 | $3.30B | $14.70B | 23 | 2026-04-30 | → |
| 631 | WESTERN INTERNATIONAL SECURITIES, INC. | 39262 | $3.29B | $3.51B | 407 | 2025-06-30 | → |
| 632 | SAGE, RUTTY & CO., INC. | 3254 | $3.28B | $3.46B | 36 | 2026-03-31 | → |
| 633 | AARON WEALTH ADVISORS LLC | 298079 | $3.28B | $4.29B | 16 | 2026-05-31 | → |
| 634 | HOWLAND CAPITAL MANAGEMENT LLC | 104726 | $3.27B | $3.74B | 35 | 2026-03-31 | → |
| 635 | RUBINBROWN ADVISORS LLC | 116909 | $3.25B | $3.27B | 23 | 2025-11-30 | → |
| 636 | TANDEM INVESTMENT ADVISORS INC | 109392 | $3.25B | $3.45B | 18 | 2026-05-31 | → |
| 637 | GRYPHON WEALTH, LLC | 339969 | $3.24B | $3.24B | 22 | 2026-05-31 | → |
| 638 | KEEL POINT, LLC | 127902 | $3.24B | $4.07B | 92 | 2026-06-30 | → |
| 639 | RIVERBRIDGE PARTNERS LLC | 108074 | $3.24B | $5.03B | 46 | 2026-03-31 | → |
| 640 | COLONY FAMILY OFFICES, LLC | 167017 | $3.22B | $3.36B | 16 | 2026-02-28 | → |
| 641 | GRESHAM PARTNERS, LLC | 108668 | $3.22B | $13.80B | 67 | 2026-03-31 | → |
| 642 | G. W. HENSSLER & ASSOCIATES, LTD | 104545 | $3.22B | $3.81B | 88 | 2026-03-31 | → |
| 643 | JFS WEALTH ADVISORS, LLC | 145051 | $3.21B | $4.01B | 86 | 2026-03-31 | → |
| 644 | PERFORMANCE WEALTH PARTNERS, LLC | 311735 | $3.21B | $4.09B | 15 | 2026-06-30 | → |
| 645 | LEO WEALTH, LLC | 283891 | $3.21B | $3.21B | 40 | 2026-06-30 | → |
| 646 | MFS INSTITUTIONAL ADVISORS INC. | 107144 | $3.20B | $113.59B | 1,311 | 2026-03-31 | → |
| 647 | MORTON CAPITAL MANAGEMENT, LLC | 141250 | $3.19B | $3.47B | 58 | 2026-05-31 | → |
| 648 | XML FINANCIAL, LLC | 284987 | $3.18B | $3.30B | 54 | 2026-06-30 | → |
| 649 | BOGART WEALTH, LLC | 283886 | $3.18B | $3.19B | 50 | 2026-03-31 | → |
| 650 | ABACUS WEALTH PARTNERS, LLC | 128590 | $3.18B | $3.58B | 65 | 2026-05-31 | → |
| 651 | PFG ADVISORS, LLC | 173344 | $3.17B | $3.26B | 112 | 2026-03-31 | → |
| 652 | BRAMSHILL INVESTMENTS, LLC | 162492 | $3.17B | $8.14B | 38 | 2026-03-31 | → |
| 653 | MOORS & CABOT, INC. | 594 | $3.16B | $3.44B | 121 | 2025-09-30 | → |
| 654 | BEUTEL, GOODMAN & COMPANY LTD. | 135829 | $3.16B | $36.11B | 128 | 2026-03-31 | → |
| 655 | SCHECHTER INVESTMENT ADVISORS, LLC | 169114 | $3.15B | $3.94B | 30 | 2025-04-30 | → |
| 656 | SUMMITRY, LLC | 128586 | $3.15B | $3.35B | 46 | 2026-06-30 | → |
| 657 | NORTHEAST INVESTMENT MANAGEMENT INC | 105051 | $3.14B | $3.27B | 25 | 2026-02-28 | → |
| 658 | THE PROSPERITY CONSULTING GROUP, LLC | 133777 | $3.14B | $3.20B | 66 | 2026-06-30 | → |
| 659 | ADVISORNET FINANCIAL, INC. | 113074 | $3.13B | $3.15B | 131 | 2026-03-31 | → |
| 660 | CSENGE ADVISORY GROUP, LLC | 131167 | $3.11B | $3.17B | 74 | 2026-03-31 | → |
| 661 | CYNDEO WEALTH PARTNERS, LLC | 307781 | $3.10B | $3.15B | 28 | 2026-06-30 | → |
| 662 | NORTH STAR ASSET MANAGEMENT INC | 106489 | $3.09B | $3.35B | 19 | 2026-05-31 | → |
| 663 | ROFFMAN MILLLER ASSOCIATES INC | 106019 | $3.09B | $3.20B | 15 | 2026-03-31 | → |
| 664 | BROWN ADVISORY LTD. | 168985 | $3.09B | $26.58B | 110 | 2026-03-31 | → |
| 665 | PRINCIPAL GLOBAL INVESTORS, LLC | 109002 | $3.08B | $427.71B | 1,394 | 2026-05-31 | → |
| 666 | BOK FINANCIAL PRIVATE WEALTH, INC. | 106733 | $3.08B | $3.72B | 37 | 2026-03-31 | → |
| 667 | GLENEAGLES INVESTMENT ADVISORS, LLC | 312306 | $3.07B | $3.08B | 4 | 2026-03-31 | → |
| 668 | NEW ENGLAND PRIVATE WEALTH ADVISORS, LLC | 133790 | $3.07B | $5.09B | 21 | 2026-03-31 | → |
| 669 | HARDING LOEVNER LP | 104543 | $3.07B | $32.06B | 104 | 2026-03-31 | → |
| 670 | VENTURI WEALTH MANAGEMENT, LLC | 169576 | $3.06B | $3.58B | 38 | 2026-03-31 | → |
| 671 | CROSSMARK GLOBAL INVESTMENTS, INC. | 113360 | $3.05B | $8.98B | 54 | 2026-06-30 | → |
| 672 | RICHARD BERNSTEIN ADVISORS LLC | 153577 | $3.05B | $3.79B | 28 | 2026-06-30 | → |
| 673 | EVENSKY & KATZ, LLC | 109698 | $3.04B | $3.21B | 44 | 2026-03-31 | → |
| 674 | TRUWEALTH ADVISORS, LLC | 306876 | $3.03B | $3.05B | 3 | 2026-05-31 | → |
| 675 | M HOLDINGS SECURITIES, INC. | 43285 | $3.03B | $3.21B | 1,442 | 2026-03-31 | → |
| 676 | ONEASCENT FINANCIAL SERVICES LLC | 284549 | $3.02B | $3.54B | 161 | 2026-06-30 | → |
| 677 | THE BURNEY COMPANY | 106945 | $3.01B | $3.59B | 46 | 2026-03-31 | → |
| 678 | PRINCIPLE WEALTH PARTNERS LLC | 290180 | $3.01B | $3.20B | 28 | 2026-06-30 | → |
| 679 | VISTA CAPITAL PARTNERS, INC. | 114913 | $3.01B | $3.22B | 35 | 2026-03-31 | → |
| 680 | COMPOUND PLANNING, INC. | 171787 | $3.01B | $4.85B | 119 | 2026-03-31 | → |
| 681 | GHP INVESTMENT ADVISORS INC | 107563 | $3.01B | $3.06B | 25 | 2026-03-31 | → |
| 682 | GRAYPOINT LLC | 135950 | $3.00B | $4.65B | 69 | 2025-10-31 | → |
| 683 | WESCOTT FINANCIAL ADVISORY GROUP LLC | 105989 | $2.99B | $4.16B | 48 | 2026-04-30 | → |
| 684 | APEXIUM FINANCIAL LP | 283726 | $2.98B | $4.02B | 15 | 2025-10-31 | → |
| 685 | HERITAGE FINANCIAL SERVICES, LLC | 127268 | $2.98B | $2.99B | 49 | 2025-11-30 | → |
| 686 | ON INVESTMENT MANAGEMENT CO | 105662 | $2.98B | $3.15B | 196 | 2026-04-30 | → |
| 687 | FAIRWAY WEALTH LLC | 311031 | $2.97B | $2.98B | 23 | 2026-03-31 | → |
| 688 | MACKAY SHIELDS LLC | 107717 | $2.97B | $159.52B | 206 | 2026-04-30 | → |
| 689 | KORNITZER CAPITAL MANAGEMENT, INC. | 111087 | $2.97B | $6.49B | 41 | 2026-06-30 | → |
| 690 | RETIREMENT INCOME SOLUTIONS, INC. | 110145 | $2.97B | $2.97B | 26 | 2026-05-31 | → |
| 691 | BALTIMORE-WASHINGTON FINANCIAL ADVISORS, INC. | 159388 | $2.96B | $2.99B | 36 | 2026-03-31 | → |
| 692 | REYNDERS, MCVEIGH CAPITAL MANAGEMENT, LLC | 137342 | $2.96B | $4.23B | 35 | 2026-03-31 | → |
| 693 | MMBG INVESTMENT ADVISORS CO. | 285263 | $2.95B | $2.98B | 14 | 2026-03-31 | → |
| 694 | PARCION PRIVATE WEALTH LLC | 305115 | $2.95B | $2.95B | 28 | 2026-03-31 | → |
| 695 | PROVENANCE WEALTH ADVISORS, LLC | 126529 | $2.95B | $4.44B | 52 | 2026-01-31 | → |
| 696 | IMPACT PARTNERSHIP WEALTH, LLC | 313928 | $2.94B | $2.96B | 100 | 2026-03-31 | → |
| 697 | SFMG, LLC. | 107548 | $2.94B | $2.96B | 39 | 2026-03-31 | → |
| 698 | MONOGRAPH WEALTH ADVISORS, LLC | 173949 | $2.94B | $3.25B | 20 | 2026-03-31 | → |
| 699 | CAIN, WATTERS & ASSOCIATES, LLC | 111521 | $2.94B | $5.04B | 341 | 2026-06-30 | → |
| 700 | ARVEST INVESTMENTS, INC. | 42057 | $2.94B | $3.44B | 238 | 2026-03-31 | → |
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